Zoho Mail Add-on - Overview
Email communication has changed the way we do business today and having the Zoho Mail Add-on within your Zoho CRM system empowers you to have this important communication channel level the playing field between you and the big businesses. With the Zoho Mail add-on you can now manage all your customer correspondence within your Zoho CRM account. It helps you to automatically track the email conversations that you have with your customers and associate them to your leads and contacts in CRM.
Users with Zoho Mail Integration permission in their profile.
Benefits
- Centralize all customer information and email correspondence inside Zoho CRM.
- Associate customers' email conversation with CRM data (leads, contacts and potentials).
- Share and update customer-specific emails with other users within the account.
- Send and receive emails simultaneously in CRM and your favorite POP3 or IMAP enabled email client.
Key Features
- Email tab inside Zoho CRM.
- Send and receive all your emails without leaving Zoho CRM.
- Share customer emails with colleagues (emails from selected records or all records).
- Thread view of Email conversations.
- Get quick email notifications of the emails from prospects and customers.
- Integrate with Gmail, Yahoo, Hotmail and any other POP3 or IMAP email services
You can either choose from one of the popular email clients to set up your email account or use POP3 or IMAP to configure your email account. The popular email clients provided are: Zoho Mail, Gmail, Yahoo Mail, Microsoft Outlook, and Office 365.
Related Articles
Zoho Mail Add-on - Error Messages
The error messages you may view while configuring the Zoho Mail Add-on are: Mail Box (yourmailID) you have configured earlier is not reachable. Please select a new "Mail Box". One of the instances why this message will display is when you change ...Managing Zoho Mail Add-on Users
The Zoho Mail Add-on helps you to manage all the customer correspondence within your Zoho CRM account. It helps you to keep track of all the email communication between the customers and the CRM users. In addition to this, as an administrator, you ...Adding Details from Zoho Mail
Most of the customer interactions are through emails and so, Zoho Mail provides an easy way to collect the contact information and store it in your Zoho CRM account. When a prospective customer sends an email, you need not manually add the Lead ...Is it possible to book appointments in Zoho CRM using Zoho Bookings?
Yes, you can . You need Zoho Bookings , which can be integrated to your CRM account from the marketplace. Let's see how Zoho Bookings can be used in order to book appointments. A use Case : There is a tour and travels company called Go India ...Sales Activities - An Overview
Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...