Zoho CRM and Clarizen integration enables NFP to expand into fee-for-service work
Squirrel Business Solutions implemented Zoho CRM for the Global CCS Institute (Global CCS) and integrated it with Clarizen (project management software), creating a central database, automated workflow and greater visibility of leads in their new consultancy sales pipeline, and enabling collaboration across the globe.
Integrating Zoho CRM systems provides key insights for company
Squirrel Business Solutions supported EnviroGroup in transitioning from an outdated CRM that did not integrate with other applications to a user-friendly system that integrated with a client’s CRM system – streamlining processes, providing access to key information and facilitating collaboration.
Zoho CRM integrates project management with reliable analytics
Global CCS Institute was looking to implement a user-friendly and straightforward project management CRM. Their project management program at the time was not being utilised efficiently and not achieving the possible advantages system integration can bring. Squirrel optimised the overarching CRM Global CCS Institute already operated by incorporating more specific project management and analytical software which could operate in tandem.