Dec 20, 2024

Streamline Your Client Intake with Law Firm CRM

We understand that the client intake process is crucial for law firms. It is the first point of contact, providing an opportunity to understand a client’s needs and take up potential matters. A well-managed intake process not only improves efficiency but also plays a pivotal role in lead qualification and data capturing. This is where...

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Sep 28, 2024

How to Set up Fiscal Year in Zoho CRM

Effective tracking of performances and managing finances are essential for the long-term success of any business. While we are familiar with the calendar year, we also know that businesses always...

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Sep 13, 2024

How to Set up Currencies in Zoho CRM

In today’s global marketplace, businesses are no longer confined by borders. Whether you’re selling products or offering services, dealing with multiple currencies has become a necessity. If you are a...

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