Company Cam Connect for Zoho CRM helps leverage the power of accessing field site information from within your sales and marketing platform. It enables contractors with to access field site information and ensures operational efficiency, with real time sync of field site data.
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Business needs
Contractors, field agents, and office administrators often use CRM to manage their customers, proposals, projects, and marketing activities. These services providers, operating in one or more worksites, need to streamline their business processes to keep it simplified and organized. It's also important to keep track of the money, manpower, and material involved in each project handled by them. A service management tool that provides real-time updates on a critical field site and allows relevant parties to coordinate and access this information is vital.
Solution
Company Cam is a cloud-based contractor platform designed to document real-time data from job sites. Company Cam Connect for Zoho CRM is an extension that allows contractors to coordinate photos or documents across different projects. With this, Zoho CRM users can access project drawings, comments, tags, voice notes, photo galleries, and transformation photos, organized based on date, time, and location details in the Company Cam database. Deals and customer quotes from Zoho CRM can also be seamlessly synced to projects.
Benefits
Access project data in Company Cam from Zoho CRM module record, saving time from switching platforms.
Leverage sync as a key component to monitor work order completion, especially when working on larger scale jobs with multiple contractors.
Stay more efficient on the jobsite progress without risking quality or attention to detail.
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