Hi - I have taken Zoho recruit out on trial. I have done so after discovering Zoho Contact Management and CRM was just not quite right for us.We source experts in the pharmaceutical industry- our requirements for the software are as follows - any help and advice on the possibilities of what we need below would be great (there are only 2 of us in the company, but we have around 1000 contacts);
User friendly way to track contacts
(Medium Priority)
Is it possible to update the contacts database directly from my mac email? Even if I use outlook or connect it directly to my pop server, will it recognize new emails and automatically make new contacts? This may be helpful or hurtful considering all new emails may or not be worth being added. Is there a way to denote a new contact via email?
Even though linked in doesn't work directly with this, is it possible to use a third part clipper app for this?
When we search for a contact, previous history must be easily accessible, last time we spoke, what was discussed
(medium priority)
If there is a good way to do this without having to send all my emails through the Zoho porthole this would be great
Prompts for future contacts.
High Priority: I would like to be able to set a standard reminder to contact people. Say every 3, 6 or 12 months depending on how important they are. However, after I set the recurring duration, I would like the system to analyze my emails to see if I have indeed been in contact with them or if I still owe someone a call. This would be a very hard thing to keep up on manually. If by chance they email me or I email them, I would like the standard timer for that person to reset. If the duration is exceeded, I would like to have a list of all those people who I owe an email.
I don't know if this is integral to this system or not. I see there are tasks, but I don't know if there is a task that I can set up that will have this functionality.
Customisable Contacts database
(High Priority
)
Also this is very important as this is the main means through which I will grow my business. I need to be able to quickly search my list for any of 25 different types of technical expertise as well as for other tags I may assign to people (invite them to my next workshop, meet up at a conference, potential business partner, etc). Assigning technical expertise via the tag system here would be very difficult for a few reasons:
I didn't see a screen that shows all the available tags that I can click through for each contacts profile. Looks like I would have to type them in each time which would be horribly inconvenient.
Ideally something that would allow me to attach their CV or a copy of their linkedIn profile to the profile and then search all profiles for keywords would be great.
Thanks for reading.