I currently run two excel CRM systems (for two companies) that I now wish to combine into one system using the Zoho CRM system. I also have my own business development process that I would like to integrate into the Zoho framework. In addition, I want to use the Zoho Outlook add-in for email, contacts and calendar synchronisation and I also want to use the Zoho iPhone application. Big need for me is single entry of data that I can then use in Zoho, Outlook and iPhone.
I want help is setting all this up for 3 users.
I am based in Perth Australia, so same time zone would be an advantage.