Our Extensions,
Your Solutions.
Intuitive
User Interface:
Navigate through the extension with ease thanks to its user-friendly design. Whether you’re a first-time user or a seasoned professional, you’ll find the interface straightforward and easy to use. In addition we offer free setup for paid and free trial customers.
Comprehensive
Guides and Tutorials:
Get up to speed quickly with our detailed guides and tutorials. These resources are designed to help you maximize the extension’s benefits and integrate it seamlessly into your existing workflows.
Automated
Duplicate Merging:
Our extension automatically detects and merges duplicate leads and contacts records upon their creation, saving time and reducing the manual effort required to maintain a clean database.
Customizable
Merge Criteria:
Tailor the merging process to meet your business needs. Prioritize specific fields such as email, phone number, and mobile to ensure that merging is done according to your preferences.
Enhanced Data
Integrity:
By eliminating duplicate records, the ABR Merge Duplicates Extension ensures that your database remains accurate and reliable, enhancing your decision-making process.
Increased Operational
Efficiency:
Reduce the time and resources spent on manual data cleaning. Our automated process ensures that your team can focus on what they do best, driving your business forward.
Improved Customer
Experience:
With a single, unified view of each customer, your team can provide personalized and efficient service, improving customer satisfaction and loyalty.
Cost Savings:
Minimize the financial impact of duplicate records. By ensuring that only unique, accurate records are maintained, you can avoid unnecessary expenditures and optimize your business operations.
Notifications for
Owners:
When a duplicate is merged, the owner of the original record receives either an email or a cliq notification. This alert ensures that they are informed of the merge, allowing them to quickly return to the updated, merged lead and take appropriate action. This feature keeps all relevant parties informed and maintains continuity in customer engagement and follow-up.
Automated Task
Creation:
Generate tasks automatically based on predefined criteria like Deal Stage and Lead Status. This ensures a seamless flow of work, allowing for timely responses to changes in your CRM environment.
Customizable Task
Templates:
Adapt task templates to fit the unique needs of your workflow. Customize fields and parameters to ensure tasks align perfectly with your business processes.
Seamless CRM
Integration:
Our extension integrates directly with your CRM system, drawing on vital data such as user groups, deal stages, and lead statuses to automate task creation and workflow processes efficiently.
Smart Reminder
Options:
Choose from various reminder options to ensure tasks are completed on time. Set reminders based on task priority or upcoming deadlines to keep your team on track.
Automated Task
Assignment and
Prioritization:
Enhance your workflow efficiency with automated task assignment to the appropriate team members. Prioritize tasks based on urgency, ensuring that critical tasks are addressed promptly.
Automate mundane task management processes, allowing your team to focus on high-value activities that contribute to your business’s growth.
With tasks automatically generated, assigned, and prioritized, your workflow becomes more efficient, reducing the risk of bottlenecks and delays.
Tailor every aspect of the task management process to suit your business needs, ensuring a perfect fit for your operational requirements.
Gain a comprehensive overview of all tasks within your CRM system, making it easier to track progress, identify delays, and adjust priorities as needed.
Charge Your Customers Directly from Zoho CRM. Forget the hassle of navigating between systems. With the ABR Credit Card POS Extension for Zoho CRM, charging your customers has never been easier or more secure. Streamline Your Financial Operations – The ABR Credit Card POS Extension not only simplifies payment processing but also enhances your overall financial operations. By keeping everything within Zoho CRM, you can streamline workflows, reduce manual entry, and improve efficiency. Elevate your payment processing experience with the ABR Credit Card POS Extension for Zoho CRM. Secure, simple, and integrated – transform the way you charge with just a few clicks.
Seamless Integration
with Stripe:
Our extension is fully integrated with Stripe, enabling you to charge customer cards directly within the Zoho CRM’s Contacts and Accounts modules. This direct integration means that you can manage payments without ever leaving your CRM environment.
Module Compatibility:
Available in both Contacts and Accounts modules, allowing for charging of individual users or companies itself.
Unparalleled Security:
Protect your customers’ sensitive payment information with Stripe’s secure payment gateway. Our extension ensures compliance with the highest security standards, giving you and your customers peace of mind with every transaction.
Simplified
Subscription-based
Charging:
Subscription-based businesses rejoice! Our extension simplifies the process of setting up and managing recurring payments, making it easier than ever to charge for subscriptions directly within Zoho CRM.
Effortless Transaction
Tracking:
1.Keep track of every transaction directly within Zoho CRM. Our extension makes it easy to monitor payments, refunds, and subscriptions, ensuring you have all the information you need at your fingertips.
2.Track transaction statuses for efficient monitoring and management.
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.
Streamline
Efficiency:
Save time and effort by centralizing your communication within Zoho CRM, enhancing your workflow and boosting productivity
Campaign
Precision:
Create SMS drip campaigns tailored to different stages of your sales process, maximizing engagement and increasing your chances of success.
Wider
Reach:
Break down communication barriers. Reach a larger audience simultaneously with mass text messaging, amplifying your message effortlessly.
Simplified
Customization:
Tailor your texts without the struggle. Customize content easily to match your brand’s voice and maintain consistent communication.
User-Friendly
Control:
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.
Strengthen Client
Relationships:
The extension focuses on nurturing existing client relationships, ensuring you maintain strong connections and foster loyalty.
Increased Repeat
Business:
By consistently engaging with existing clients at the right time, you increase the likelihood of securing repeat business and gaining more deals from them.
Optimal Time
Management:
The automatic monitoring of all communication channels eliminates the need for manual tracking, saving valuable time for your account managers.
Timely Contact
Reminders:
Receive alerts and notifications when it’s time to reach out to an account, ensuring you never miss a crucial opportunity for engagement.
Enhanced
Accountability:
The special view dedicated to accounts that need to be contacted ensures that account managers stay organized and accountable in their follow-up efforts.
Real-Time
Communication:
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.
Personalized
conversations:
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.
AI assistance:
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.
Chat screens:
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.
