Which tools help marketing service providers collaborate with clients effectively within Zoho?

Which tools help marketing service providers collaborate with clients effectively within Zoho?


Info

Key collaboration features across Zoho's marketing suite include:

  • Client Portals in Zoho Social:

    • Share post calendars and receive feedback directly.

  • Approval Workflows in Zoho Campaigns:

    • Allow clients to review and approve email drafts.

  • Task Assignment in Marketing Automation:

    • Assign follow-ups, segmentation work, or campaign builds to internal or client-side users.

  • Comment Threads:

    • Leave notes on campaigns or workflows visible to collaborators.

  • Shared Dashboards in Zoho Analytics:

    • Give clients access to real-time marketing KPIs without granting full system access.