Zoho CRM
Use Simpro to do the heavy lifting and generate accurate quotes and use Zoho CRM to Manage relationships, Track quotes through your Sales Pipeline and convert them to SALES!
Description
Use Simpro to do the heavy lifting and generate accurate quotes and use Zoho CRM to Manage relationships, Track quotes through your Sales Pipeline and convert them to SALES!
Features
Sync Customers and Contacts
Eliminate manual data entry and effortlessly sync customer data and contacts between Simpro and Zoho CRM to streamline your workflow.
Capture and Nurture Leads
Easily capture leads from your website and nurture them within Zoho CRM until they are ready to make a purchase or request a quote or a job, simplifying your lead management process.
Sales Pipeline Visibility
Gain full visibility of your sales pipeline in ZOHO (by Syncing Quotes from Simpro) with advanced deals management and analytics, allowing you to make data-driven decisions and simplify sales tracking and Sales team management.
Automated Quote Follow-ups
Automate quote follow-ups with intelligent campaigns, increasing conversion rates and freeing up your time for other essential tasks.
Simpro a click away
Against every record in Zoho, you will have a direct link to open the equivalent record in Simpro, making it simple to use the right tool for the right job.
Media
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FAQ
100% bulletproof security with 256 Bit encryption, plus we do not store any client details on our servers.
Providing fixed pricing on integrations is difficult as different-sized companies have different requirements & support levels (i.e. a 5-person business vs a 500-person, multi-site company). Our team are specialists in tailoring implementation & support packages that make sense for a business of your size. Click the “Chat Now” button on the bottom right of this page to start the conversation.
- Register a SyncEzy Account
- Find the simPRO / Zoho integration from the Integration library
- Subscribe to the simPRO / Zoho integration.
- Authenticate simPRO
- Authenticate Zoho
- Complete the configuration steps.
We pride ourselves on the quality of our support and have the testimonials from customers to prove it. It is no wonder that most customers have stayed with us for more than 3 years!
