Zoho, CRM and integration specialists

Zoho Sales, Marketing and Support Tools

Clareti are CRM, Zoho and Integration experts. A Zoho Advanced Partner with more than 20 years experience in a range of industry sectors.

Applications that form a compelling business suite, working seamlessly as a whole or integrated with existing systems

For many clients, this suite is their first introduction to Zoho and its broad range of business applications. These tools support the organisation’s outward-facing activities, with CRM at the centre as the main hub for data from the other applications. Campaigns and Social manage email and online outreach, while Marketing Automation adds greater control by orchestrating client journeys and creating tailored landing pages to capture interest. SalesIQ works on your website to show what is popular and provide a direct chat channel for engaging prospects

CRM as the Customer Engagement Hub

A single CRM core connects every customer touch point across the wheel

For online or in-person events, Backstage helps you create and manage engaging event microsites, take payments, and support seminars or training sessions. Bookings makes it easy for clients to schedule meetings at convenient times and adds them directly to your calendar.

And when your ready to sign that contract Sign envelopes can be sent and monitored directly from the CRM interface.

Supporting these tools are Forms, a powerful application for capturing information, and Surveys, which helps you gather feedback.

Together, these applications form a compelling business suite that works seamlessly as a whole or integrates easily with existing systems if you are not yet ready to move to the equivalent Zoho application—often a more capable and lower-cost option.

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