03-01-2021, 08:56 AM
CRM with Zoho's Blueprints Feature?
submitted by /u/AstronomicUK
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Hey guys,
Looking for a CRM to implement in our SME. Love the Blueprints feature with Zoho but Zoho's links with Microsoft leave a lot to be desired (can't automatically backup files to OneDrive).
Anyone have any recommendations?
For those who haven't used Zoho, the Blueprints feature is where you can customise a sales process and make movement between deal stages contingent on other things, and customise the path that a deal takes depending on your criteria
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