we are currently looking at Zoho as a potential CRM for our business. We have both B2B and B2C clients and one of the biggest problems is working with B2C clients - for example keeping track of their status in the loyalty programme and distributing bonuses.

My questions are the following:

1.Can I set the rule for the system to send out emails to contacts basing on certain criteria?

  - For example we want to send birthday wishes to our clients - would we be able to setup the rule that will                      automatically send an email (based on a template) to the person on his/her birthday?

2. Level in our loyalty program depends on the actual spend of the customer in our shop - would we be able to link the system with our accounting soft through API to automatically update the field with the accumulated "Spent Sum" in the contact card?

3.Is it possible to set up two different Sales Funnels - one for B2B and one for B2C, so when the sales manager creates a lead he would have an option to select the type of lead (B2B/B2C) and the system would automatically assign a certain sales funnel with deal stages that best suit this type of client (obviously set by us).

Thank you in advance!

Looking forward to hearing from any of you soon.

Artjoms