Doug and Steve have really been great to work with and we have developed a fully automated process along with Henry’s team. Because of the work we have done together Doug recommended my services to Paul Hammond. Paul wanted something to reduce the time he spends on administering the Estate Planning aspects of his business and ZOHO CRM Plus was a great fit for him.
Paul decided to use ZOHO CRM Plus and his process has been baked into the system using blueprints and workflow. He also uses ZOHO Survey to gather information and a proposal template has also been created