What is the need of CRM system?

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.

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

CRM software can be helpful in various ways as:

• Sorting emails via workflow-enabled email processing
• Automatically routing emails
• Managing attachments in emails
• Generates automatic reply to the module.