Blog tagged as Document Management

I was going to develop the title with “new and easier” and if you are an existing Zoho Projects user you will know what I mean.

Without going into any details all I will say was that document management in Zoho Projects was clunky and leave it at that! 

Now we have an authentic, real deal document man...

Mail merge as a function that helps sales and other staff  in your business has been around for a while and Zoho CRM has had a mail merge function for a few years, integrating its online word processor app, Zoho Writer.

However, many users in our experience seem to overlook the fact it is there ...

Zoho CRM has for a while now had a Document Management module as standard that provided the means to upload and store / share documents between sales, marketing and support users.

These documents could be such things as sales contracts, marketing brochures, invoices and so on.

Now though, Zoho have go...