Google Drive Guide
Synchronise contacts and customers between your applications.
Replicate your invoices and save your important data.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
Yuto auto-assigns leads through round-robin or in a direct manner depending upon the location and owner of the account. The browsing behavior, Clearbit data and referral URLs are continuously tracked by the app. The software also helps in organizing multi-channel conversations.
Yuto offers other features that include group conversations, customer context keeping, call-out collaborations, chat volume management, scheduling, CRM integration, routing and qualification. The platform also works as a mobile app, allowing users to respond to leads on-the-go through their iOS or Android compatible devices.
Teams can create new documents and share them with members. They can also engage in real-time document editing and leave comments to update members of changes.
Users can open different file types like PDFs and MPEG4s, and they can work on Microsoft Word files straight from the drive.
Tips to integrate Google Drive and Yuto easily
Google Drive helps users store company data in one place. The platform provides a central admin panel, data-loss prevention and a vault for the drive to ensure compliance and file sharing between users.
Yuto is a mobile CRM & ERP solution for your field sales team, that helps you improve your results and increase your turnover.