Why use File SYNC? 

File SYNC makes it possible to see your company’s files in Zoho CRM. Your greatest asset, information, becomes available across your organization and powers sales to completion.

It is helpful to be able to pull up and examine the same document that your customer has access to when you are in Zoho CRM. You can SYNC Invoice PDFs to your Account records, for example, and aid clients with their invoice questions by reading from the same piece of paper they’re holding.

Many software applications are used in conjunction with Zoho CRM for tasks like accounting, engineering, drawing, art, construction, real estate, architecture, legal, manufacturing, distribution, ISO, governance, art, NFTs, and each of these applications produce important output files that you can view or share using Zoho CRM. 

Any file from your other systems may be synced to the CRM, allowing you to give better sales and customer care to your users and customers.

How will File SYNC benefit you?

• • Increase customer satisfaction.
  • Ease of access to files.
  • Drive profitability to your business.
  • Mapping, servers, or coding are not required.
  • SYNC can be accessed from anywhere in the world as it is cloud-based.
  • Files will automatically be SYNCed into Zoho CRM.
  • Your data will be categorized, allowing you to work smarter.
  • Collaborate and share information with team members.
  • Streamline your processes in sales.