* Accounts List ViewTrack all accounts and related contacts, opportunities, cases, and other details from a common repository
* Specify parent-child relationships between accounts and their subsidiaries or other divisions
* Generate quotes, sales orders, and invoices for the accounts
* Track purchase history of the customers and analyze opportunities for up-selling and cross-selling in future
* Identify referrals from accounts and contacts for promoting new products and services
* Store account and contact-related notes and documents in the account history
* Export accounts to spreadsheet software to analyze the buying patterns of a customers and set up loyalty programs
* Mass Email ContactsTrack all contacts and related opportunities, cases, activities, and other details from a common repository
* Manage hierarchy of contacts within your customer company to have a better coordination while dealing with customers
* Import contacts from external sources CRM and other business applications
* Set up contact assignment rules to automatically assign contacts to the sales force in your organization
* Export contacts to spreadsheet software for further data analysis
* Synchronize contacts between Zoho CRM and Microsoft® Outlook® using the Zoho CRM Outlook Plug-in
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