Deals to Project Mapping for Zoho CRM

Features

This feature helps you to seamlessly from sales to project management and eliminates the need for duplicate data entry.

By mapping deals to projects, you can ensure that the right resources are allocated to the right projects.

Triggering the emails and sales signals to the record owner while the new project was created.

You can add the Zoho Projects from the Deals module instantly.

Prerequisites

Support

Frequently asked questions

Everything you need to know about the product and billing.

Is there a free trial available?

Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.

Can I change my plan later?

Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.

What is your cancellation policy?

We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.

Can other info be added to an invoice?

At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.

How does billing work?

Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.

‍Improved Customer Insights
- CRM teams get a comprehensive view of customer behavior, improving relationship management and sales strategy.‍
Streamlined Operations
- Eliminates manual data entry by automatically syncing customer and order information.‍
Enhanced Sales & Marketing
- Provides actionable insights to personalize customer interactions, improve customer retention, and increase sales.‍
Real-Time Data
- Ensures that all customer and order data is up-to-date in Zoho CRM, allowing for accurate reporting and decision-making.