Smart Customer Communication and Marketing
Use simPRO to do the heavy lifting and generate accurate Quotes, and use ZOHO CRM to track these through your Sales Pipeline and convert them to SALES!
-Capture leads from your website and nurture them until they are ready buy!
-Get full visibility of your Sales Pipeline through advanced Deals Management and Analytics!
-Follow up your quotes with intelligent, automated campaigns and watch your conversion rate soar!
This Case study is about our simPRO & Zoho CRM Integration. To learn more check out the simPRO Zoho integration page here:
We've been building simPRO integrations for 6 Years with 15 + integrations built. We're also an official simPRO Partner. You can find this integration and more on the simPRO marketplace.
Marlon Kawilarang, System Analyst
QuickBooks Time (formerly TSheets) saves us lot of time! Before we needed a lot of manual input from one system to another. Great system, you will see the benefits right away!”
Daniel Churchman, Sales Representative
"The SyncEzy Team has been a great support throughout the entire process and was able to make any changes we requested. I would highly recommend the services SyncEzy provide, especially the Salesforce - simPRO Integration.”
Chantelle Ulrich, Officer Administrator
"The SyncEzy Team has been super helpful as well. He is always helping us out which is really good because we always have got lots of questions. If something popped up, we would ask Hari and he would come straight back to us. He has been really helpful with everything that we have needed"
Luke Savy, TFG Group
Enter it once in simPRO, build useful dashboards in PowerBI that measure what really matters, and review those dashboards as often as you like! Less time data crunching, more time analysing.
Frequently Asked Questions
How secure is this integration?
How do I setup the integration?
2) Find the simPRO / Zoho integration from the Integration library
3) Subscribe to the simPRO / Zoho integration.
4) Authenticate simPRO
5) Authenticate Zoho
6) Complete the configuration steps.
What is the price of this integration?
Do you offer support?
More About Zoho
simPRO Backup options
Recently there has been a lot of chatter around simPRO’s new terms and conditions and specifically some terms around data protection and deletion of...
Understanding Zoho PathFinder
Zoho has recently announced that they've launched their Zho PathFinder product and in this article, we'll look at what it is and how it could be...
Smoke Alarm Testing Businesses In Australia
We've had the opportunity to work with many smoke alarm testing companies over the years. Through our integration with PropertyMe, smoke alarm...
Creating simPRO Reports, Graphs and Dashboards
There are some powerful reasons why you should use Power BI to create reports from your simPRO data. By accessing your Jobs, Projects, tasks and...
Understanding simPRO Reports
simPRO Reports If you're a simPRO user, you'll want to have the option to view reports on all aspects of your business. Whether you need a simPRO...
How to follow-up on sales quotes
Why you need a process for following up on sales quotes, and how to set one up. Following up on sales quotes is an essential part of any business...