Zoho Mail Addon for Zoho CRM
The Zoho CRM Mail Add-on allows users to synch emails between their own email provider, eg. gmail, and Zoho CRM.
Benefits
- Centralize all customer information and email correspondence inside Zoho CRM.
- Associate customers' email conversation with CRM data (leads, contacts and potentials).
- Share and update customer-specific emails with other users within the account.
- Send and receive emails simultaneously in CRM and your favorite POP3 or IMAP enabled email client.
Key Features
- Email tab inside Zoho CRM.
- Send and receive all your emails without leaving Zoho CRM.
- Share customer emails with colleagues (emails from selected records or all records).
- Thread view of Email conversations.
- Get quick email notifications of the emails from prospects and customers.
- Integrate with Gmail, Yahoo, Hotmail and any other POP3 or IMAP email services
You
can either choose from one of the popular email clients to set up your
email account or use POP3 or IMAP to configure your email account.
The
popullar email clients provided are: Zoho Mail, Gmail, Yahoo Mail,
Microsoft Outlook, and Office 365.
A basic concept of how it works can be seen below:
Full details of how to setup the Zoho Mail Addon can be seen from Zoho CRM's own online user guide, here:
(Be sure to open the links below in new tabs)
Refer to the links below for specific details:
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