The Zoho CRM integration for Gmail accumulates all communication between your team and your business contacts via a two-way synchronisation of information. Incoming and outgoing emails are pulled from the Gmail server and automatically associated with the relevant lead and contact CRM record, regardless of whether they were sent or received from Zoho, Gmail or your mobile device. This ensures a complete, real-time record of correspondence across all platforms.
This automatic synchronisation of email communication means information in each client’s file is always up to date and easily accessible by the whole team from all syncing devices (privacy settings available if restricted access required). As business owner, this functionality brings with it the peace of mind that you are protecting your organisations intellectual property.
If a member of staff is sick or away on holiday, your team can simply pick-up where they left off, no down-time and more importantly no negative impact on customer service. If an employee decides to leave the company, you no longer need to fear that they will leave with all the IP they have acquired about your customer base in their head. This uninterrupted channel of information means your customer service, client satisfaction and overall productivity remains as first-class as your business.