Zoho One for financial companies
Recently we had two projects from financial companies: private equity management and selling diamonds with blockchain currency.
Zoho CRM implemented GDPR and security rules for data management. It means it is also secure for financial companies.
Private equity management company
Zoho CRM setup, configuration and data migration from Salesforce: web forms, workflows, blueprint for leads management, custom buttons, custom functions
Zoho Sales IQ – chat, coding, analytics
Zoho Cliq/Slack integration
- Zoho CRM