Kelevo Software

In today’s fast-paced business world, time is money—and wasting it on repetitive manual tasks can cost your company more than you think. That’s where CRM automation comes in. At Kelevo Software , we specialize in helping businesses streamline their operations using Zoho CRM Support tools that are tailored for efficiency and growth. Whether you’re currently using Zoho CRM or considering it as an alternative to a more complex Salesforce CRM implementation , these automation tips will help you make the most of your CRM and get hours back in your day. 1. Automate Lead Assignment Manual lead distribution is inefficient and inconsistent. Zoho CRM allows you to set rules that automatically assign leads to sales reps based on territory, lead source, product interest, or other custom criteria. This ensures faster response times, better customer engagement, and a fair distribution of opportunities across your team. Kelevo Tip: Use the Round Robin rule in Zoho CRM to evenly distribute leads and...