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Why You Should Use Zoho Forms

Forms are used to collect the required information in a logical, meaningful fashion for communication and pass it to another entity. Here at Clientric, we use Zoho Forms to automatically collect, gather, and send data to other systems, like Zoho CRM.   What Zoho Forms offers Because of the seamless integrations offered by Zoho forms,...

When to Set Up Your CRM Security Permissions

Setting up security permissions is a very important part of your CRM (Customer Relationship Management) tool. To avoid information security risks to your organization, the security permission must be set properly and in due time. A Business Is Prone To Change And Scale Security permissions, among other factors, depend upon the scale of your operation....

Common mistakes when choosing a CRM

If you are looking for a new CRM tool for your business, you need to be very careful. The tool has to be able to fit your business requirements in order to be beneficial. There are some common mistakes and some overlooked considerations that most people miss when choosing a CRM. This blog is going...