How is CRM software helpful in handling email emails from the customer?

Zoho CRM does not offer picklist customization based on user’s role. However, user with the administrative access can modify the subject field picklist in following manner:

• Tap on Setup > Customization > Modules and field
• Choose Task Module
• Click on Layout and then click Edit Layout
• Tap on Edit Properties
• Choose the default value
• Update the values under Pick List Option
• Tap Save Changes

Some of the popular CRM software for career coach are as follows:

• CouchAccountable
• Simply.Couch
• HoneyBook
• Satori
• Bonsai

Workflow is a series of automated actions that gets triggered when certain event or action comes into play. Some actions words include – field update, email alert, task creation, outboarding message and assigning tasks.

CRM System helps businesses in various ways, including:

• Bridging the gap between the customer and organization
• With the increase in the satisfaction level of the customers, the revenue of the organizations also increases
• It improves customer service and, therefore, helps the organization to grow.

Yes, you can integrate CRM with social networking sites. It focuses on using social networking platforms to connect with customers deeper.