Zoho CRM is a great tool for Financial Advisors. Get access to the pre-built Zoho template used by 100s of advisors: https://cloven.ca/

You can manage everything from your leads, active policies, investments and more. In this video we go through:

00:00 - Introduction
00:54 - How to setup Zoho for Financial Advisors
02:36 - How to manage leads
05:20 - How to manage existing clients
08:02 - How to run reports
09:30 - Tips and App Integrations for Financial Advisors

Still have some questions? Register for our FREE office hours to get 1-on-1 time with a Zoho Expert: https://bluroot.ca/office-hours/

#zohocrm #crmforfinancialadvisors #zohocustomization

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Mortgage CRM
https://blumortgage.ca/

Move Data in your Zoho CRM
http://bluroot.ca/wes

Financial Advisor CRM
https://cloven.ca/

Insurance CRM
https://bluroot.ca/insurance/

Texting for Zoho CRM
https://bluroot.ca/blutext/

Blu Inner Circle
http://bluinnercircle.com/