Setup Zoho CRM with integration with Zoho WorkDrive for an Audio-Visual for Education and Non-Profits Business.
Our client was impressed with the painless implementation process and was able to:
1. Store and manage files in a secured shared space for Team folders.
2. Assign user-level access with appropriate permissions for Team Folder members and WorkDrive supports sub-folder level sharing to ensure members have access to exactly what they need.
3. Secured Sharing Work with colleagues without having to invite them to a Team Folder every time. Share files directly with individuals or different teams to collaborate efficiently.
4. View different file formats: WorkDrive supports 160+ file formats, which means they can take a look at team files before they even open or download them.
8. Share files externally: Decide who can share files outside their organization and let their members create custom links for different set of audiences.
9. Transfer file ownership: Transfer ownership of work files from the private folders of team members changing roles or exiting the organization.
Zoho CRM, Zoho WorkDrive