CRM | Team Collaboration | Knowledge Base

Team Collaboration
Zoho CRM的eSign扩展程序
数字签名或电子签名，可确保消息的内容在传输过程中不会被修改，并有助于防止被冒名和篡改。数字签名还会提供诸如消息来源、状态以及签署人同意等其它信息。 Zoho CRM的eSign扩展程序，它能够帮助您将文件发送给Zoho CRM中的联系人或线索以进行数字签名。使用这个扩展程序，您可以直接从Zoho CRM得到您的文档的数字签名。安装此扩展程序后，会创建3个自定义模块。 eSign Process: 捕获发送文件进行签名的日期和时间以及签名状态的详细信息。 eSign Documents: ...
Remote Sales Office
When your team is working from the same office, it is easy to walk up to the coworkers and discuss important details or inform them about a client visit, you can also gather them for a quick meeting. However, when your team members are working ...
Microsoft Exchange - User Guide
In the Microsoft Exchange extension for Zoho CRM, only the administrator can manage all the settings options. The users are restricted to the following actions: Authorize the extension Access the extension dashboard Access emails Update the account ...
HubSpot for Zoho CRM
With the HubSpot extension for Zoho CRM, you can view existing contacts from HubSpot in Zoho CRM. You can also add contacts and leads to HubSpot from Zoho CRM. This integration makes it easier to synchronize contacts (and leads) between HubSpot and ...
Zoho Vault for Zoho CRM
Zoho Vault is an online password manager for teams and organizations. Zoho Vault can securely store and remember all of your passwords. This is an absolute necessity for anyone who needs to share sensitive information securely. The Zoho Vault ...
Converse for Zoho CRM
The Converse extension for Zoho CRM lets you build a conversation by creating posts and allowing others to comment and reply to them within Zoho CRM. This extension acts as a platform to let know the team members on the requirements of every lead and ...
Microsoft Exchange - Administrator Guide
Microsoft Exchange is email and calendar server software that comprises a collection of applications for digital messaging and collaboration. The applications include email services, scheduling events, contact management, task management, messaging, ...
Trello
Trello is a task management application that helps you visualize, organize, prioritize, and plan your projects better. It lets you create boards, lists, and cards for your activities or projects and invite your coworkers to work on it together. These ...
OneNote
The OneNote extension enables the features of OneNote within Zoho CRM. Whenever you talk to leads, contacts, deals, or internal employees, you can quickly make a note of it. These notes can be easily added to OneNote from Zoho CRM with just a few ...
Slack
This integration is supported for users in the US, EU, JP, and IN DCs. When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and ...
Dropbox
Dropbox is one of the most popular tools that simplifies creating, sharing and collaborating files from anywhere and with anyone. Running any business requires documents that needs to be shared and extension for Zoho CRM lets you access your Dropbox ...
Google Drive
The Google Drive extension for Zoho CRM allows the sales representatives to sync, share, access, and manage files associated with their records using Google Drive from within their Zoho CRM account. The extension creates a root folder in the ...
Egnyte
Egnyte is an enterprise-level file sharing and synchronization software. The Egnyte for Zoho CRM extension helps salespeople to store and track the files they use daily, such as bills, invoices, and quotations. Once the Egnyte and Zoho CRM accounts ...
Box
Box for Zoho CRM lets you share files and collaborate with your team to accelerate your sales cycle. Using the Box extension, sync, share, access, and manage all files associated with CRM records. Note: Please note that the Box extension for Zoho CRM ...

Access your files securely from anywhere

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.