Leverage the Zoho ecosystem for streamlined project, finance, and client management. Harness data for informed decisions, enhanced project efficiency, and increased profitability. Experience seamless integration for a unified approach to business operations.
Define project scope: Implement CRM system, transfer data, and train users on functionalities.
Develop a comprehensive roadmap outlining actions, deadlines, and ownership (tailoring, merging, and verification).
Determine required resources and develop a budget estimate.
Delegate tasks and establish concrete deadlines for team completion.
Maximize project efficiency and collaboration with Zoho CRM.
Track task durations, analyze data for efficiency, and set timely milestones.
Allocate and oversee resources, monitor utilization, and make adjustments to prevent team members from being overwhelmed.
Document and prioritize project issues, delegate tasks promptly, and keep stakeholders informed about resolutions and impacts.
Record project expenses in Zoho Books, categorize by tasks/resources, and review reports to stay on budget.
Send invoices based on milestones/cycles, track status/due dates, and offer online payment options for client convenience.