Home – New Forums Tech talk Do you know a CRM that does this? Reply To: Do you know a CRM that does this?

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websitedesigner
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Yeah Zoho does that. One little annoyance though is you can set the task creation to be x days after lead is added etc however I don’t think I can customize the notifications so they include the name of the lead. I can customize the ones that get sent initially but not the ones that are sent after x days. Minor issue really