Insurance broker testing app
Overall, good app!
I will use the app for I believe it can help me pipeline my leads. I can email new tasks to assistant. I can convert a created contact into a lead and then into an opportunity (sale). I can track notes. I can add contact to my mobile. I can follow my new tasks.
What the app lacks: I canot create a new event directly into my Apple agendas. It creates it into its Own agenda but I need it to integrate because I need to know if Im available.
I canot add a new pdf file from another app on the phone. It only ads photos unless you add the pdf from the pc device first.
Unnagy about
Zoho CRM - Sales & Marketing, v2.2