Introducing the Egnyte extension for Zoho CRM
Hello Zoho CRM Community,
How often do you find yourself switching between platforms just to find and share the right document? Is your team dealing with a lot of documents, making customer-related file management a constant hassle that slows down your workflow and productivity?
What if you could access a cloud storage system right from your CRM account with a single tap? The Egnyte extension for Zoho CRM seamlessly integrates file management into your CRM, eliminating the need for multiple tools in your system.
Access, organize, and share documents right from your CRM, allowing you to focus on your customers and grow your business!
Why Egnyte?
Egnyte is a cloud-based file management and collaboration platform that provides a simple, secure, and efficient way to share files and collaborate with customers. Integrating Egnyte with Zoho CRM streamlines document management with secure and seamless file access, sharing, and collaboration. With this Egnyte extension, you can:
- Access and manage documents directly within Zoho CRM without switching between applications.
- Keep files up to date with automatic synchronization between Zoho CRM and Egnyte.
- Upload files and folders from Zoho CRM modules like Leads, Accounts, Contacts, Deals, and Cases directly to Egnyte.
- Assign access permissions to specific customers, allowing them to view and edit required documents.
How does this extension benefit your business?
Information buried in digital content is every team's most important asset. The Egnyte extension for Zoho CRM helps your teams manage their files more efficiently.
- Sales teams: Keep customer interactions seamless by attaching proposals, contracts, and product documents under the relevant modules.
- Customer support teams: Attach troubleshooting guides, manuals, or case-related documents in the Cases module for quick reference and issue resolution.
- Marketing teams: Store and share campaign assets, brochures, and presentations directly within Zoho CRM for seamless collaboration.
- Legal teams: Keep agreements and compliance documents organized and accessible under relevant client records.
Other teams can also use the Egnyte integration to streamline their document management processes.
How to get started
Ready to transform the way you manage your files in Zoho CRM? Purchase the Egnyte extension for Zoho CRM and experience seamless file management. Need more information? Take advantage of the 15-day free trial to explore its features. To learn more about this extension and straightforward installation process, refer to the help documentation.
If you want to explore similar extensions to find solutions for your unique business needs, head over to Zoho Marketplace.
Your feedback is valuable to us! Share your thoughts on this extension at support@zohomarketplace.com and help us build more meaningful and solid solutions.
If you need assistance or have any questions, don't hesitate to drop a comment below—we're always here to help!
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