Imagine having a single, powerful solution that connects every aspect of your business—sales, project management, proposals, and client relationships—seamlessly.
Whether you’re in the AV, HVAC, or security industry, the latest updates to the D-Tools for Zoho CRM Extension bring cutting-edge features to your fingertips.
1. Smart Proposal Collaboration: Collaborate with clients in real time by sharing interactive proposals directly from the system. Clients can approve, comment, or request changes instantly, speeding up the sales cycle.
2. Real-Time Vendor Pricing Sync: Stay competitive with live vendor pricing updates. Automatically update your product catalog with the latest prices and availability to ensure accurate proposals and orders.
3. AI-Powered Preventive Maintenance Insights:Use AI to predict equipment failures before they happen. For HVAC and security companies, this means creating proactive maintenance schedules for clients, enhancing customer satisfaction.
4. Custom Analytics Dashboards: Build fully customizable analytics dashboards to monitor project performance, sales pipelines, and inventory trends in one place. Make data-driven decisions faster than ever.
5. Mobile-Optimized Field Operations: Empower technicians in the field with mobile access to project details, equipment manuals, and real-time updates. Ensure faster issue resolution and improve productivity on-site.
Try the D-Tools for Zoho CRM Extension for FREE today!
From AI-driven insights to real-time vendor pricing and mobile-optimized field operations, this extension empowers you to work smarter, faster, and more efficiently. It’s not just an upgrade; it’s a game-changer designed to take your business to the next level.