User Activity | Marketing
02: User activity | Marketing
User Activity | Marketing Tools. Compare the processes, functions, vertical-solution coverage and software required for this business area.
Business Area coverageUser Activity | Marketing Tools
16business processes
49listed functions
4vertical solutions
Connected communication and marketing
Bring every customer interaction together.
Business Area 02 connects email, SMS, calls, calendars, documents, marketing tools and collaboration so teams can work from one current record of every interaction.
Every function in this business area is included across all four Zenro vertical solutions.
Processes and functions
Explore what is included.
Function
ZERP
Builders Excellence
BILLIO Professional
MAW Extensions
ZERPBuilders ExcellenceBILLIO ProfessionalMAW Extensions
01
Email activity
Email activity
Email Integration and Hosting
✓
✓
✓
✓
Email Signature Management
✓
✓
✓
✓
Email Sharing Permissions
✓
✓
✓
✓
Manage Organisational Email
✓
✓
✓
✓
Email Opt In and Opt Out
✓
✓
✓
✓
Bulk Email Tools
✓
✓
✓
✓
Automated Email Workflows
✓
✓
✓
✓
02
SMS activity
SMS activity
Send, Receive and Reply to SMS/MMS
✓
✓
✓
✓
Bulk SMS/MMS Tools
✓
✓
✓
✓
03
Notes and comments activity
Notes and comments activity
Add Notes to Records
✓
✓
✓
✓
Comments and Replys on Records
✓
✓
✓
✓
Use Comments to share notes
✓
✓
✓
✓
Share Notes with Internal Users
✓
✓
✓
✓
Share Notes with External Parties
✓
✓
✓
✓
Reply to Notes
✓
✓
✓
✓
Create and Use Note Templates
✓
✓
✓
✓
Add Attachments to Notes and Comments
✓
✓
✓
✓
04
Task activity
Task activity
Task Management for Follow Ups
✓
✓
✓
✓
Automate Tasks and Reminders
✓
✓
✓
✓
05
Call activity & phone integrations
Call activity & phone integrations
Phone Integration and Recordings
✓
✓
✓
✓
Call Schedules and Logs
✓
✓
✓
✓
06
Calendar management
Calendar management
Calendar Management for Users
✓
✓
✓
✓
Online Booking Integration
✓
✓
✓
✓
Online Recorded Video Meetings
✓
✓
✓
✓
Publish Calendars to Portals
✓
✓
✓
✓
Staff Annual Leave Integration with Calendars
✓
✓
✓
✓
07
Folders and documents
Folders and documents
Secure Document Management
✓
✓
✓
✓
Templated Folder Structures
✓
✓
✓
✓
Automatically Generate Folders
✓
✓
✓
✓
08
AI agents and prompts
AI agents and prompts
AI Agents and MCP Integration
✓
✓
✓
✓
AI Prompts Using Widgets and Workflows
✓
✓
✓
✓
09
Website contact forms
Website contact forms
Custom Design Website Contact Forms
✓
✓
✓
✓
Integrate Website Forms to CRM
✓
✓
✓
✓
10
Customer surveys
Customer surveys
Custom Personalised Surveys
✓
✓
✓
✓
AI Generated Response to Survey Questions
✓
✓
✓
✓
12
Marketing campaigns
Marketing campaigns
Custom Personalise Email/SMS Campaigns
✓
✓
✓
✓
Marketing Groups for Leads and Contacts
✓
✓
✓
✓
13
Event management in Zoho
Event management in Zoho
Event Management
✓
✓
✓
✓
14
Marketing groups for leads and contacts
Marketing groups for leads and contacts
Creating Marketing Groups
✓
✓
✓
✓
Adding Marketing Group Members
✓
✓
✓
✓
15
Website tracking and analytics
Website tracking and analytics
Website Visitor Analytics
✓
✓
✓
✓
Live Website Chat using BOTs
✓
✓
✓
✓
Heatmaps and Scroll maps
✓
✓
✓
✓
16
Team collaboration
Team collaboration
Client Activity History
✓
✓
✓
✓
Live Chat for Users
✓
✓
✓
✓
Live Chat for External Parties
✓
✓
✓
✓
Team Intranet with Zoho Connect
✓
✓
✓
✓
Social media management