Quotewerks, a purpose-built quotation management tool, has just released Ver 5.7 with some amazing new features for Zoho CRM, making the integration so much better!
How QuoteWerks Integrates with Zoho CRM
- QuoteWerks leverages your existing Zoho CRM Contacts so you can pull in information to the Sold To, Bill To and Ship To fields
- QuoteWerks will create a Zoho CRM Activity so you can track your Quote Follow-up Call and ensure there are no gaps in the sales process
- Automatically creates and updates Zoho CRM Deals, saving you time and ensuring your pipeline is updated and accurate
- Automatically creates and updates Zoho CRM Quotes, again saving you time and linking with the Deals module
- Creates Products and Services in Zoho CRM and attaches them to your Zoho CRM Quotes, so your Item Master is updated and consistent
- Use your Zoho CRM Products & Services in your QuoteWerks Quotes where you also have the flexibility to connect multiple product sources including spreadsheets
- Attaches PDFs to Zoho CRM so people in your organization without QuoteWerks can view quotes directly in the CRM
Don’t hesitate to get in touch on ravi@mercerlal.com to schedule a no-obligation friendly chat!
