Building a business is all about customer relationship management (CRM). That’s precisely what led me to trying out an app from one of Quote Roller’s integration partners, Zoho CRM. Although I use the services of several products from our integration partners myself (Google Drive, Box, and PayPal), I wanted to share my experience using one of my favorites: Zoho CRM.
You see, even before I started blogging for Quote Roller, I was using Zoho Mail for my professional emails (and Gmail for personal), and dabbling with some of the company’s other app offerings now and then.
I have long been especially keen on using Zoho Invoice for billing. I freelance for several websites on a regular basis and take on one-off and guest assignments all the time, so I was pleased to find that I can easily integrate Quote Roller with Zoho CRM to streamline those two processes, allowing you to access customers in the CRM inside Quote Roller to send any one of them a business proposal.
I have a growing customer list, which is too hard to manage without CRM. Since I use Quote Roller to submit proposals and close business, it has become quite clear that I have to use a CRM tool to keep it all straight, and Zoho CRM has proven to be the right tool for the task.
So, based on my experience, here’s what it is like to use Quote Roller, Zoho CRM, and Zoho Invoice.
And we’ll start with how all you Quote Rollers can get started with using Zoho CRM right away.