How can a service-based business use automation in Zoho Projects to manage client deliverables?
For service firms like agencies, consultancies, or software providers, Zoho Projects automation boosts delivery efficiency. Use-cases include:
Auto-Creation of Projects: When a deal is marked "Closed-Won" in Zoho CRM, a new project is auto-created in Zoho Projects with predefined templates.
Task Assignment Rules: Automatically assign tasks to team members based on roles (e.g., designer, developer, account manager) as soon as the project is created.
Time-Based Triggers: Send alerts when tasks are nearing deadlines or overdue.
Client Notification: Trigger automated emails to clients when key project milestones are completed.
Billing Integration: Track time logged by employees and automatically sync billable hours to Zoho Books for invoicing.
This keeps delivery teams on track and ensures that client expectations are consistently met without manual follow-ups.
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