Zoho Custom Portal for Healthcare - Zoho CRM and Books Integration

แชร์
ฝัง
  • เผยแพร่เมื่อ 20 ก.ค. 2023
  • Welcome to our channel! In this video, we are excited to showcase the successful implementation of a custom portal for a healthcare company. If you're interested in seamless integration with Zoho CRM and Zoho Books, along with managing inventory, then this is the video for you!
    Our client, a medical testing kit provider, required a solution that allowed medical practitioners to effortlessly onboard, request testing kit inventory, and manage payments with ease.
    To optimize efficiency, we integrated the custom portal with Zoho CRM and Zoho Books, ensuring smooth communication and streamlined operations. Our client wanted a hassle-free payment process, so we set up direct payments to their Stripe account. Additionally, we implemented a QR code feature within the practitioners' portal, enabling easy payment tracking and direct invoicing. Our custom solution allowed our client to keep track of their testing kit inventory effortlessly. Moreover, we empowered practitioners to reorder kits conveniently whenever they were running low.
    Need any questions answered or need more assistance? 🤔
    📅 Book a meeting with us: boostedcrm.com/book/
    🔑 Explore our Client Portal Page: boostedcrm.com/zoho-client-po...
    🌐 Visit Our Website: boostedcrm.com
    Thanks for tuning in, and we can't wait to see you in the next video!

ความคิดเห็น •