An Efficient and Cutting-Edge Solution to Enhance and Optimize Your Leads Journey
Imagine a future where every member of your sales team works like your #1 salesperson! When leads come in, they are contacted immediately. If a lead is unavailable, multiple follow-ups are scheduled. Salespeople gather all the essentia
information requested by management. It may sound like a dream, but our Leads extension is designed to turn this dream into reality.
Converting a lead that answers a phone call is the easy part. The real challenge arises when you have leads that are too busy to respond promptly. Over the years, we have witnessed countless businesses lose substantial amounts of money because their sales teams failed to call or follow up with leads on time, or not at all. Our extension creates healthy processes that guide salespeople through every step. Failure to follow these processes triggers alerts, enabling management to address any issues proactively using the “Slackers" report.
Save time and effort by centralizing your communication within Zoho CRM, enhancing your workflow and boosting productivity
Create SMS drip campaigns tailored to different stages of your sales process, maximizing engagement and increasing your chances of success.
Break down communication barriers. Reach a larger audience simultaneously with mass text messaging, amplifying your message effortlessly.
Tailor your texts without the struggle. Customize content easily to match your brand’s voice and maintain consistent communication.
Take charge of your campaigns, even without technical skills. Our intuitive interface puts you in control of your messaging strategy.
Amplify Your Email Reach and Enhance Reliability Today!
The extension verifies and tests all emails in your CRM, automatically marking undelivered emails as opt-out. This ensures that your emails consistently reach their intended recipients, improving communication efficiency.
You will use our extension to regularly scan your entire database to validate email addresses, maintaining the integrity of your contact list over time.
The automatic validation of email addresses during lead/contact creation or updates eliminates manual efforts, saving your team valuable time and effort.
The extension focuses on nurturing existing client relationships, ensuring you maintain strong connections and foster loyalty.
By consistently engaging with existing clients at the right time, you increase the likelihood of securing repeat business and gaining more deals from them.
The automatic monitoring of all communication channels eliminates the need for manual tracking, saving valuable time for your account managers.
Receive alerts and notifications when it’s time to reach out to an account, ensuring you never miss a crucial opportunity for engagement.
The special view dedicated to accounts that need to be contacted ensures that account managers stay organized and accountable in their follow-up efforts.
Immediate notifications through Zoho Cliq keep account managers informed, allowing them to respond promptly and proactively.
Our easy-to-use Calendly extension for Zoho CRM offers a range of benefits that enhance your appointment management capabilities:
Seamless Appointment Booking:
Book appointments directly on Calendly from within Zoho CRM, eliminating the need to switch between platforms and confuse your employees.
Integration with Key Modules:
Enjoy seamless integration with the main modules in Zoho CRM, including Leads, Contacts, Accounts, and Deals. This ensures a streamlined workflow and consolidated data management.
Effortless Rescheduling and Cancellation:
Easily reschedule or cancel meetings directly from Zoho CRM with dedicated links conveniently placed within each meeting record.
Automated Meeting Association:
The extension automatically associates each meeting with the correct Lead or Contact, saving you time and reducing errors in data entry.
Intelligent Deal Creation:
Based on the meeting name, our extension intelligently creates a Deal or converts a Lead, depending on your specific requirements. This level of automation ensures accurate tracking and consistent follow-ups.
The ChatGPT extension for Zoho CRM offers capabilities to personalize conversations so sales executives can communicate with their clients in a more engaging way. They can tailor their responses as per the client’s preferences and previous interactions.
The extension is powered by artificial intelligence (AI) technology that allows sales executives to receive automated suggestions, responses, and actions related to the conversation. This feature helps them save time and improve their productivity.
Integration with Zoho CRM:
The extension is fully integrated with Zoho CRM, allowing sales executives to access clients’ data and history from a single window.
For added convenience, there are chat screens for the Leads, Contacts, Accounts, and Deals modules to store conversation history for all communication initiated for that particular record so you can reuse it without consuming extra API credits for ChatGPT.