Introduction
Designing Your CRM
Building Your CRM
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How to start a new system (16:48)
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Building your CRM (71:04)
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Create and send pre-built Emails, Quotes, Invoices and Documents (32:26)
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Using Zoho Sign with CRM modules (7:52)
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Managing users (16:38)
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Saving everything you and your customers say (21:13)
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Keeping customer data secure and compliant (8:12)
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Designing your CRM Pages with Canvas (34:25)
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Automating boring, repetitive tasks in CRM (47:10)
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More automations to lock down your business processes (29:41)
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Extending your system to work with other parts of your business (16:37)
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Importing and exporting data in your CRM system and other important data tasks (39:42)
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Summary (1:09)
