CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Microsoft Office 365 - Zoho Invoice integration, anytime a new Microsoft Office 365 contact is created, an Zoho Invoice contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
You Can Also Connect Microsoft Office 365 or Zoho Invoice With 1400+ Other Apps
Microsoft Office 365
Microsoft Office 365 Business helps you connect to your team, clients and customers in more places - from any device. All of your content is always up-to-date and available wherever you are!
Zoho Invoice is an easy to use and highly customizable invoice software for small businesses. It's mobile friendly, has payment reminders and recurring billing features.