What's use of app which does not sync properly, no discounts are reflected in sales order from quotation upon conversion/creation, have to enter manually. For such well known crm leader in market this issue are not supposed to happen.
Syncing issues the biggest problem. Doesnct always automatically download new leads so have to go through the rigmoral of manually syncing. Also, doesn't seem to show emails against leads.
I've become a huge fan of Zoho products, but this is my favourite. I'm NOT the owner of a business, I'm just an individual with one heck of a lot to keep track of between my new career, being the caregiver for an elderly parent, and taking care of a car number of rescued animals. Zoho CRM seamlessly manages it all for me, doing the job that formerly required multiple apps BETTER than the other apps did. They are quick to offer support, too. Zoho, I love you. For those of you having difficulty getting their apps going, I suggest starting off by creating a Zoho account on the web, adding new products from that web account, and THEN downloading the app(s) to your phone. It's worked very well for me.
Along with other reviewers who mentioned the same thing, I couldn't even try the app, as it did not allow me to sign in. Tried establishing accounts under 2 different email addresses (in order to retry in general). A dead end both times. App would not let me sign in, saying that no account existed. Please let me know when this is resolved. Phone I am using: Google Pixel.
It's creating trouble in signing in again and again.. if start is like this then God knows how to work on these sort of platforms where we are going to merge our previous data.. I will advise correct ur software and system.
My contact has synced now, but there's literally no place to send an invoice on the app??? Am I missing something? Please advise.
Blueprint: You can now traverse through the different stages of your sales processes with Blueprint.