Customer history
Find contacts, conversations and agreements without searching several inboxes.
ZOHO CRM
Zoho CRM: customers, sales and the next step in one place
Zoho CRM brings customer information together and makes follow-up easier. Nordic CRM adapts the system to the way your sales team works.
WHAT YOU CAN USE IT FOR
Three practical uses
Sales visibility
See opportunities, owners and next actions in a clear sales view.
Consistent follow-up
Use tasks and straightforward rules to keep commitments and deadlines on track.
AN EVERYDAY EXAMPLE
From enquiry to quote
A new enquiry goes to a salesperson. Customer needs and history remain available, and the next action is clear. A won sale can then be handed over to delivery or service.
CUSTOMER STORY FROM ZOHO
RJG - Manufacturing business connecting sales, service and reporting
Zoho describes how RJG uses customer and reporting tools across the business. It is useful reading when CRM and other systems need to provide a more connected view.
External reference. Not presented as a Nordic CRM delivery.
Read the story at Zoho ↗RELATED CONNECTIONS
Explore related tools
Apps and integrations are selected for the use case. They are not automatically included in the same licence.
QUESTIONS AND ANSWERS
About Zoho CRM
Can you help if we already use Zoho CRM?
Yes. We review the existing setup and the tasks you want to improve before recommending changes.
What needs reviewing before we start?
We review sales stages, data quality and permissions before importing data. Finance, quoting and project connections are agreed explicitly.
Are configuration and licensing the same cost?
No. Licensing, configuration, integrations and any ongoing support are described as separate parts of the proposal.
TALK TO NORDIC CRM
Get a clearer view of customers and sales
Tell us how your sales team works today. We will explore where Zoho CRM can improve follow-up and collaboration.