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    Setup in Zoho CRM

    • Organization Settings

      Add your personal details and set up your organization's details, fiscal year, business hours, currencies and more.

    • Manage Users and Profiles

      Explore user management activities such as creating roles and permissions, and adding and managing users.

    • Connect with Customers

      Check out some effective ways to stay connected and interact with your prospects in a more intelligent manner.

    • Customize CRM Account

      Personalize your account with powerful customization tools that enables businesses of all sizes to adopt quickly.

    • Automate Business Processes

      Automate your business processes by setting up workflows, sending automated responses, and streamlining your sales process.

    • Data Administration

      Manage your data and maintain a clutter-free database with import, export, and duplication management.

    • Extensions

      Develop connections and cultivate stronger bonds with your clients by integrating third-party applications with CRM.

    • Developer Space

      Use developer tools like widgets, SDKs, functions to build customized apps, and integrate with third-party applications.

    • GDPR and Zoho CRM

      Get guidance on how to secure customer data, and focus on making your business compliant with privacy regulations.

    Still can't find what you're looking for?

    Write to us: [email protected]

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