You can now manage your appointments effortlessly right from the CRM itself. You can automate part of the appointment booking process by integrating Zoho Bookings with CRM. The moment you receive a lead from your website or landing page web forms, your prospects get an automated email with your calendar link where they can book a meeting at their convenient date and time.

Managing the sales pipeline effectively is crucial for Professional Services companies where the sales cycle is relatively long and has multiple touch-points. With Zoho One tailored for your business, you can manage your sales pipeline with a step-by-step blueprint that reminds them to take notes, tick-off checklists, etc.

For any professional services company, crafting a detailed proposal is critical. Often time, the proposal is the piece of document that decides whether you are going to close the deal or not. While you need to create a proposal with sufficient details, you also need to submit it fast. With Zoho Writer integrated with Zoho CRM, you can generate the proposal in a jiffy!

Invoice generation is supercritical for any business, not just for a professional services company. For a professional services company, it’s more nuanced as often you have to capture part payments. With Zoho Books integrated with CRM, you can now generate the invoice from within the CRM interface only. That too with just one click!

Project management is supercritical for any professional services company. Your very success depends on it. So, you need a project management tool that is easy to use and intuitive. With Zoho Projects integrated with CRM, the system can now create a project automatically once a deal is closed and the invoice gets paid!

Task management is at the heart of good project management. For any professional services company, project success depends on effective task management. With Zoho Projects in place, you can manage all your open tasks minutely, add details and assign the same to relevant team members. The intuitive UI makes it super easy!

For a professional services company, billable service hours are your primary products to sell. So, it is super critical to be absolutely thorough when it comes to logging the hours you spent on any account. Zoho Projects makes this super simple for you. You can mark each task as Billable or Non-billable, and then log the time spent on them!

When it comes to assigning tasks to team members, it is essential that you understand their present workload and availability. This helps you in creating a healthy work environment for them. Zoho Projects lets you see the present occupancy level of your team members so that you can assign the right tasks to the right team members.

The way you handle customer issues and requests goes a long way in establishing customer loyalty. This in turn drives your repeat business. Zoho Desk helps you in capturing and managing all your support requests centrally. With the intuitive tool in place, you can capture support requests from emails and self-service portals centrally!

When it comes to empowering your customers with knowledge, you should keep no stones unturned. Creating a knowledgebase portal helps you in answering your customers’ questions without picking up the phone or replying to an email. Your customers can search through the knowledge base on their own and get the information they need.

With Zoho Survey integrated with your CRM, you can send the customer feedback form automatically once a project is marked Delivered. Your customer will receive the feedback form in their inbox where they can rate your service and share inputs. You can now share the positive feedbacks as testimonials and use the negative ones for improvement.