Zoho CRM was implemented for all five users and the first phase up and running within two weeks, including data importation, email templates and basic workflow.
As all staff regularly communicate with customers, it is now an integral part of their business tom see emails, tasks, notes and calls that each person makers to customers – to ensure that nothing is missed and no miscommunication is given.
They love sending email templates rather than creating them from scratch every time, and their Office 365 integration means that they can access documents and emails from the customer records.