CRM Software Questions & Answers

No, it is not possible to display a CRM report chart in a module layout in Zoho CRM. In addition to it, Zoho CRM does not allow adding charts to reports but one can create charts in Analytics module.

Yes, you can add an email address to the CC field while using Send Email tool:

With Quote Module you can add and manage sales quotes. In order to do so, use the ‘Send Email’ feature and connect directly with the module

• For adding the email address to the CC for the steps given below:
• Open the required quote
• Tap on Send Email button
• Under the CC section, input the email address and you are good to go.

No, you cannot disable/hide the add row option of subform in Zoho CRM. On the other hand, there is a way via which one can restrict adding new rows:

• Hide the subform field
• Use the form rule
• Make use of workflow.

Yes, it is possible to add steps on cadences once active. Once the user is done making changes, they can save the file as a draft and then preview both published and non-published data.

With Zoho CRM, the Secondary Contacts feature allows users to link more than one contact to a contract. There can only be one primary contact, though.

Some of the key features and capabilities of Zoho CRM are as follows:

• Sales Automation
• Marketing Automation
• Omnichannel engagement
• 360-degree customer view
• Team collaboration
• AI-powered sales assistant
• Customization
• Analytics
• Integrations
• Security
• Remote readiness.

Compared to other top CRMs like Salesforce and HubSpot, Zoho CRM is typically thought to be cheaper. It's also claimed that Zoho is easier to use and more intuitive than Salesforce. Salesforce, on the other hand, offers more functions and an expanded integration network. When it comes to integrated marketing tools, HubSpot surpasses Zoho.

Yes, Zoho CRM is customized to fit our specific business processes and requirements. Modules, fields, workflows, and industry-specific features can all be customized by businesses. With the help of Zoho CRM's intuitive interface, users may make changes to the system without knowing a lot of code.

Zoho CRM offers hands-on experience for sales reps, managers, and administrators. They can boost customer engagement via Zoho CRM’s omnichannel platform like email, phone, calls, social media.

Over forty Zoho productivity and business apps and over 300 well-known business apps are integrated with Zoho CRM. Integration setup should be easy and painless, according to Zoho. A single view of customer, project, and financial data can be facilitated by integration.