How does Client Management Work?
Essentially, CRM works by collecting leads or consumer information, analyzing the collected information to understand customer or market requirements and adjusting marketing campaigns accordingly to increase sales.
CRM also serves customer service and support divisions--making businesses efficient and improving customer satisfaction.
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Understanding Client Management System
System Requirements Client Management System is an on-demand, user-friendly application, compatible with basic system configurations. We suggest you take a look at the system requirements, listed here. Operating System Windows, Linux and Mac OS X Web ...Integrating Gmail wih Client Management
Client Management allows you to retrieve your emails from Gmail within your CRM account. All you need to do is configure the POP settings and select you Gmail account as the mailbox. Follow the steps given below to integrate Gmail with Zoho CRM: ...Export Client management system Data
To export data from the modules (through Data Administration Tools) Click Setup > Data Administration > Export. In the Export Data page, select the module from which you want to export data from the Select Module list. Click Export. The records will ...How can I fetch mails from my other accounts in Client management system?
You can add your other (external) accounts as POP accounts in Client management system, if your other mail servers support POP Access. Steps to Add POP Accounts To add your other POP Mail accounts in E-mail, you need to check whether your Mail ...What are the modules in Client management system I can sync my contacts from?
You can sync contacts from the Contacts and Leads module. You can also sync contacts from respective custom views.