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Why do construction businesses need Zoho CRM?
BusinessContractorsCRMsRoofing CompanyZohoZoho CRMSeptember 8, 2022by clientric0

Why do construction businesses need Zoho CRM?

For many construction companies, developing and keeping up with competitors is a challenge. However, the right software could help construction companies close deals and retain customers. While this industry isn’t traditionally associated with cutting-edge technology, things are changing now. As they look for ways to be more effective and grow, construction firms are embracing technologies...

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Benefits of Zoho CRM for Law Firms
CRMsLaw FirmsZohoZoho CRMSeptember 1, 2022by clientric0

Benefits of Zoho CRM for Law Firms

Zoho CRM for Law Firms Managing client communications and relationships requires a lot of resources. This is where Zoho CRM can help.  This software can vastly improve case management and client relationship management, and make handling large volumes of paper documentation easy. If you run a legal clinic or law firm, then you know how easy...

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Zoho Invoice: A cloud-based invoicing solution
CRMsZohoAugust 18, 2022by clientric0

Zoho Invoice: A cloud-based invoicing solution

What is Zoho Invoice? Zoho Invoice is a cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Users who access Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for...

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Zoho Marketing Plus
CRMsMarketingMarketing AutomationSalesTechnologyZohoAugust 11, 2022by clientric0

Zoho Marketing Plus

Zoho Marketing Plus: A Unified Marketing Platform! Zoho Marketing Plus is a unified platform for marketing teams to bring all marketing-related activities together under one platform. Designed for businesses and marketers of all types, it is a great tool that increases the efficiency of your marketing efforts by consolidating various activities and streamlining processes. Through...

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Zoho Creator: Low-code application development platform!
CRMsTechnologyZohoJuly 21, 2022by clientric0

Zoho Creator: Low-code application development platform!

What is Zoho Creator used for? Zoho Creator is a low-code application development platform designed to help businesses digitize their operations without the hassle of traditional development. The platform also enables professionals to access data from remote locations using any mobile device.   Benefits of Zoho Creator Faster, Low-Cost Development Zoho Creator offers a low-code...

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Zoho vs Hubspot
BusinessCRMsTechnologyJuly 7, 2022by clientric0

Zoho vs Hubspot

Introducing Zoho and HubSpot! The Zoho vs HubSpot debate can sometimes be a pain point for companies who wish to invest in CRM software to manage their business operations. A popular CRM software is Zoho, which is known for effectively converting leads, engaging with customers, and growing a company’s revenue. Secondly, this software brings the...

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Zoho CRM: User and Control
CRMsZohoZoho CRMJune 16, 2022by clientric0

Zoho CRM: User and Control

Zoho CRM: User and Control Security Control: As you continue with setting up the CRM account, it will include adding users, deciding their jobs, and what type of information they need to access. A user is the one who manages records within the organization, whether on their own or those shared by other users. You...

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Zoho vs. Salesforce: A brief overview
CRMsTechnologyZohoJune 9, 2022by clientric0

Zoho vs. Salesforce: A brief overview

Zoho vs. Salesforce: CRM Platforms The need for CRM (customer relationship management) has increased significantly over time as more and more organizations are moving to digitized and automated systems. CRM platforms help users manage their customers’ records to provide personalized services to their clients. Today, businesses operating in all major industries require CRM solutions to...

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🚀 How to 3x Your Referrals in 57 Days! 🚀 In this video, Kasey from Clientric breaks down exactly how you can triple your referrals and boost repeat business in just 57 days. We’ll show you why referrals are an under utilized goldmine and how you can capitalize on them with minimal effort through automation and personalized customer experiences. You’ll learn: Why referrals are cheaper and easier to close compared to other lead sources. How 40% of leads slip through the cracks due to slow follow-ups and what to do about it. Why only 20% of potential referrals are maximized, and how to tap into the other 80%. How to improve customer satisfaction by 35% with a seamless, personalized experience. 🏆 At Clientric, we help construction and home improvement companies automate their sales and customer processes to increase referrals by 30%, recover 20% of lost leads, and boost repeat business by 40%. Our automated follow-ups and customized experiences will keep you top-of-mind for your clients, all without the extra manual effort. 📅 Ready to see results? Book a 15-minute call with us and take away actionable insights you can implement right away. Don’t miss out on the opportunity to 3x your referrals and scale your business! 🔗 Book your free call here: https://booknow.clientric.co/#/clientricinquiry 👀 Don’t forget to like and subscribe for more tips on growing your business through automation and customer satisfaction! #Referrals #CustomerExperience #SalesAutomation #ConstructionBusines #HomeImprovement #BusinessGrowth




Unleash the full potential of your Zoho Workdrive environment with this in-depth exploration of admin settings. This video, the fifth in our series, delves beyond the basics, offering expert insights and advanced configurations to optimize your workspace. Discover how to fine-tune user permissions, manage storage quotas, and enforce security protocols with precision. Learn to troubleshoot common issues, optimize performance, and enhance collaboration within your team. This comprehensive guide empowers you to make informed decisions and tailor Zoho Workdrive to your organization's unique needs. From advanced security settings to performance optimization, this video covers it all. Whether you're a seasoned admin or just getting started, you'll gain valuable knowledge to elevate your Zoho Workdrive management to new heights. Join us as we unravel the intricacies of the Zoho Workdrive admin console and unlock its full potential. #ZohoWorkdrive #AdminSettings #AdvancedSettings #Troubleshooting #ZohoTutorial #CloudStorage #Collaboration #WorkspaceManagement If you're looking for a partner that can help you take your business to the next level, look no further than Clientric. Subscribe to our channel to stay up-to-date with our latest news and insights, and contact us today to learn more about how we can help you achieve your business goals. Website: https://clientric.co/getcrmhelp/ Facebook: https://www.facebook.com/clientric.co Instagram: https://www.instagram.com/clientric.co/ Linkedin: https://www.linkedin.com/company/clientric-crm-consulting/ #zoho #zohopartner #zohotutorial . . . . . . . . . . . . . . . roofers roofing business roofing contractors roofing insights roofing 101 #zohoworkdrive #2024Updates #CloudStorage #Collaboration #FileManagement #UploadLimits #FilePreview #SearchFunctionality #ZohoTutorial #businesssoftware #ZohoWorkdrive #CustomDomain #Tutorial #Branding #Collaboration #Security #Professionalism #ZohoTutorial #CloudStorage #OnlineWorkspace




Are you drowning in a sea of spreadsheets and struggling to pinpoint where your projects truly stand? It's time to break free from the chaos and harness the power of data. By integrating job costing and CRM, you can transform your business from a ship without a rudder to a profit-generating powerhouse. Discover how to seamlessly connect the dots between sales, operations, and finance. Gain unprecedented visibility into your projects, from initial quote to final invoice. Uncover hidden opportunities for cost savings, increased efficiency, and enhanced customer satisfaction. With real-time insights at your fingertips, you'll be empowered to make data-driven decisions that drive growth and profitability. Don't let outdated systems hold you back. It's time to embrace the future of business management. Watch this video and unlock the secrets to maximizing your profits and achieving unparalleled success. If you're looking for a partner that can help you take your business to the next level, look no further than Clientric. Subscribe to our channel to stay up-to-date with our latest news and insights, and contact us today to learn more about how we can help you achieve your business goals. Website: https://clientric.co/getcrmhelp/ Facebook: https://www.facebook.com/clientric.co Instagram: https://www.instagram.com/clientric.co/ Linkedin: https://www.linkedin.com/company/clientric-crm-consulting/ Keywords: job costing, CRM, integration, project management, profitability, sales, customer relationship management, data analysis, business efficiency, financial management




Are you drowning in a sea of spreadsheets and struggling to pinpoint where your projects truly stand? It's time to break free from the chaos and harness the power of data. By integrating job costing and CRM, you can transform your business from a ship without a rudder to a profit-generating powerhouse. Discover how to seamlessly connect the dots between sales, operations, and finance. Gain unprecedented visibility into your projects, from initial quote to final invoice. Uncover hidden opportunities for cost savings, increased efficiency, and enhanced customer satisfaction. With real-time insights at your fingertips, you'll be empowered to make data-driven decisions that drive growth and profitability. Don't let outdated systems hold you back. It's time to embrace the future of business management. Watch this video and unlock the secrets to maximizing your profits and achieving unparalleled success. If you're looking for a partner that can help you take your business to the next level, look no further than Clientric. Subscribe to our channel to stay up-to-date with our latest news and insights, and contact us today to learn more about how we can help you achieve your business goals. Website: https://clientric.co/getcrmhelp/ Facebook: https://www.facebook.com/clientric.co Instagram: https://www.instagram.com/clientric.co/ Linkedin: https://www.linkedin.com/company/clientric-crm-consulting/ Keywords: job costing, CRM, integration, project management, profitability, sales, customer relationship management, data analysis, business efficiency, financial management




Ready to elevate your Zoho Workdrive experience and add a touch of professionalism? This video, part four of our tutorial series, unveils the power of custom domains. Learn how to personalize your online workspace and ditch the generic Zoho Workdrive URL. By the end of this video, you'll be a Zoho Workdrive domain pro! You'll have the knowledge to personalize your online workspace, enhance brand recognition, and streamline collaboration with a custom domain. Stay tuned for future installments, where we'll delve deeper into specific Zoho Workdrive functionalities. We'll explore advanced features, integrations with other Zoho applications, and tips for maximizing your mobile access for ultimate control over your collaborative projects on the go. Hit that subscribe button and join us on the journey to Zoho Workdrive mastery! #ZohoWorkdrive #CustomDomain #Tutorial #Branding #Collaboration #Security #Professionalism #ZohoTutorial #CloudStorage #OnlineWorkspace If you're looking for a partner that can help you take your business to the next level, look no further than Clientric. Subscribe to our channel to stay up-to-date with our latest news and insights, and contact us today to learn more about how we can help you achieve your business goals. Website: https://clientric.co/getcrmhelp/ Facebook: https://www.facebook.com/clientric.co Instagram: https://www.instagram.com/clientric.co/ Linkedin: https://www.linkedin.com/company/clientric-crm-consulting/ #zoho #zohopartner #zohotutorial . . . . . . . . . . . . . . . roofers roofing business roofing contractors roofing insights roofing 101 #zohoworkdrive #2024Updates #CloudStorage #Collaboration #FileManagement #UploadLimits #FilePreview #SearchFunctionality #ZohoTutorial #businesssoftware #ZohoWorkdrive #CustomDomain #Tutorial #Branding #Collaboration #Security #Professionalism #ZohoTutorial #CloudStorage #OnlineWorkspace




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