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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Aug 16, 2024

How to Check Audit Log in Zoho CRM

In any CRM, knowing who did what and when is crucial for maintaining data integrity. Whether it's monitoring changes in customer records, tracking who accessed which data, or any other...

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Aug 2, 2024

How to Change Theme Colors in Zoho CRM

Zoho CRM stands out in the crowded field of customer relationship management tools, not only for its robust features but also for its extensive customization options. Personalizing your CRM interface...

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Jun 28, 2024

Get Started with Reports in Zoho CRM

In the super-active world of customer relationship management (CRM), the possibility to transform raw data into actionable insights is vital. Zoho CRM is a versatile platform offering various reporting tools...

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