4 Must-have CRM Integrations for Every Small Business

A good CRM software helps you organize your contacts and follow up with your leads till you close the deal. But a great CRM does a lot more. It helps you generate, capture, nurture and grow your business in a holistic manner. If you’re an entrepreneur, you know what I’m talking about.

When you’ve just started your business, you’re doing it all: sales, marketing, follow ups, execution. Zoho CRM is just like you – it can do it all. How? With some key integrations.

Here are some must-have CRM add-ons for every small business to help you throughout the customer life-cycle:

1. Mail: When you’re running a business, you save time if you have one place where you can have your contacts and from where you can send and receive emails. It’s highly confusing if you have to do back and forth between windows to sync contacts from your CRM. Zoho CRM allows you to have your inbox right within your CRM. You can easily view emails, reply and using Mail Magnet, capture mails from contacts and leads stored in your CRM. All without opening another tab. Add-ons available for all major email providers but we’d recommend Zoho Mail, of course.
2. Visitor Tracking: This feature allows you to turn website visitors into leads. It gives you complete visibility into the online activities of your prospects and customers such as the pages navigated, the duration of each website visit and the actions performed on each page. With the customized CRM View in Zoho CRM, you can prioritize your website visitors and plan your conversations before contacting them.
3. Email Campaigns: Email Marketing is one of the most effective means of communication that helps lead nurturing and qualification. It’s ideal to have your email marketing software work in complete harmony with your CRM. It not only saves you time by working from within your CRM to create targeted email lists, design the email and send, it saves you the trouble of maintaining two sets of customer data. With a good integration, you should be able to even track how your campaigns performed, without opening a new tab.
4. Project Management: Your sales rep has closed the deal. Great! But your development team is lagging behind. This won’t help you close a second deal with that customer. A holistic CRM allows you to follow up with a customer from lead generation to execution. That’s where an integration with a project management app comes in. Zoho Projects integrates seamlessly with Zoho CRM, so that every team is up-to-date on the progress during a customer’s life-cycle. It allows you to plan and execute projects within your CRM software.