At the moment, customers call and leave a voice mail for IT and phone service and someone logs some of the information into Quickbooks. Everything is done manually by calling techs after voice-mails are listened to. This company has asked me to see if I could create Zoho CRM accounts and integrate them with a customer support system, where customers can email their service request, the email would go to the owner, the owner would either check the system and assign the service call to the tech, or would forward the email to the tech. The tech would then complete the call and fill out paperwork through some Zoho application. The history would them appear in the Zoho CRM account and billing could be done from there. Is this possible? Also. I suggested the possibility of a customer portal where the customers could logon to their own account, review their contracts and systems, and place a service call email from there. Is this possible?
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