Sync ZOHO CRM with a job site management tool

Sync ZOHO CRM with a cloud-based contractor platform designed to document real-time data from a job site. Connect CRM Deals or Customer quotes to project artifacts (photos and notes) organized by date, time, and location details. Create jobs from ZOHO CRM, monitor for progress, and never lose job site information again. Store and access the unlimited artifacts in Companycam.

Who needs this extension?

A contractor that needs to access project artifacts in Company Cam Contractors in ZOHO CRM is looking for an excellent job site integration tool to work more accessible, intelligently, and faster.

ZOHO CRM user that needs to organize project jobs in Company Cam to save time, increase productivity and accelerate growth Contractors need to track job progress in Company Cam and communicate effectively with the vendor crew.

CompanyCam is a photo-based solution to organize projects and allows contractors to coordinate photos or documents across different projects. Using the Upwise extension for CompanyCam, ZOHO CRM users can integrate with Company Cam and seamlessly access project drawings, comments, tags, voice notes, photo galleries, and transformation photos relevant to their service business. In addition, the extension supports syncing CRM records to a current project or creating a new project for a CRM Deal or Quote – thereby allowing contractors or vendors to quickly access projects in Company Cam and keep their business process simple and organized.

Advantages

1. Access project data in Company Cam from ZOHO CRM.
2. Ensure ZOHO CRM Deals or Quotes are tied to relevant project artifacts in Company Cam.
3. Leverage sync as a critical component to monitor work order completion, especially when working on larger-scale jobs with multiple contractors.
4. Stay more efficient on the job site progress for ZOHO CRM records without risking quality or attention to detail.
5. Provide shared access to appropriate stakeholders in CRM, esp. in a growing organization, and ensure the job is done correctly.
6. Enpower organization users to monitor work completion by remote contractors and optimize workload for specific job work.
7. Use the extension as a sales tool to access stock images and showcase the work on social media (creating landing pages, ads, and social media content!) using other ZOHO apps (Social, Campaign, etc.

Contractors using Company Cam to organize their project data can now use the extension to allow their partners on ZOHO CRM transparency into their job site progress by allowing access to all project documentation.