Zoho CRM Mail & Outlook Add Ons
There are a couple of ways that Zoho CRM can be integrated with your email, they are the Zoho Mail Addon & Outlook Addon. Here is a summary of both addons as well as a video giving an overview of the Zoho Mail addon.
The Zoho Mail addon allows you to track all of your customer correspondence inside Zoho CRM.
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The cost of the Zoho Mail addon for Zoho CRM is 3USD per user per month.
The Outlook addon is designed to increase productivity by synchronizing your Outlook contacts, tasks and events between Zoho CRM and Microsoft Outlook.
In addition, you can copy emails related to customer communications - both inbound and outbound, from Outlook to Zoho CRM.
The Zoho CRM Outlook addon also allows you to create support cases in Zoho CRM based on the content of the email messages, for example a complaint sent to you via email can be 'saved' as a case in the CRM.
The cost of the Zoho CRM Outlook addon is 3USD per user per month.
Note: the Outlook Addon is primarily to sychronise Contacts, Events and Tasks between MS Outlook and Zoho CRM. It can save emails from Outlook and Zoho CRM and you are able to state which emails you want to synch, but it is a manual link process when doing so. If you require an instantaneous and selective link between sending and receiving emails and having them display in Zoho CRM then we recommend using the Zoho Mail add-on above.
For more information or a free assessment and quotation on implementation services related to setup of the Zoho CRM Outlook or Zoho Mail addons, as well as affordable support packages, please contact us here.