Lumen Business Solutions Logo
Search
Close this search box.

Zoho Contact Manager

 

Organize and connect with Zoho Contact Manager

Zoho Contact Manager © is an organizational software that managers your business contacts and helps you use that information to make better business decisions.

With Zoho Contact Manager © you can bring all your contact information into one centralized place.  This allows your entire team to have the information they need, when they need it.

Tracking deals that are on the go as well as tasks is easy with Zoho Contact Manager ©.   Tasks can be assigned to various team members, tasks lists can be monitored, and next actions can be planned.  All of this gives you a clear snapshot of where your business’s operations are at and the ability to monitor activities to ensure everything is on the right track. You are also able to create task list using templates – this makes common tasks easy to allocate and initiate.

All activities can be easily organized using tags.  This means that drilling down to see where groups of tasks is easier and flexible.  You can see things on a project by project basis or by activity type – for example: sales meetings.

Zoho Contact Manager © also helps make your website an efficient contact collector.  Zoho Contact Manager © provides a easy to use Web-to-Contacts Form that can be embedded into your website. This enables customers to directly send their contact information to your Zoho Contact Manager ©.

One of the most useful features of Zoho Contact Manager © is its intelligent searching.  Users are able to find highly specific information using multi-conditional search functions.  For instance you may want to find a contact who has a anniversary of some kind, located in a city close to you who has purchased a certain amount of product from your business.  With intelligent search you can do this without the need to sift through mountains of data.  This gives you nimble and precise access to your information.

To learn more about how best to use Zoho Application – CRM  contact us.  We are certified Zoho CRM Consultants as well as Certified Zoho CRM resellers,  and have the expertise to help your Zoho Application – CRM and  (more importantly) your business perform better.

Click here to book a live demo