Zoho CRM

Zoho CRM very easy and reliable

Pros:

I like how it helps to sort all customer emails specifically with the way our company works, managing all the queries and sending them feedback.

Cons:

So far, Zoho CRM has no downside with the way I'm using it.

Highly recommend Zoho CRM / Zoho one

Comments: Its great. Getting the Zoho One pakage is the way to go which is only $40 per month and gives you over 40 Apps to run your business. and because they all talk to each other, it makes things a bit easier to manage. For example. I was using an Excel spreadsheet for contacts, accounting software for invoices, Excel for expenses, google forms for my forms, zapier for anything that didn't connect to each other, and a couple of other apps to make my business run. The accounting software I was using was $30 a month on its own. so it was worth the change for me.

Pros:

How i was able to capture leads from multiple sources and have them come to the one place. Having the mobile app really helps keeping track of your contacts on the go. Workflow automation saves me a tonne of time every week.

Cons:

The learning curve can be initially overwhelming.

Alternatives Considered: Expensify, FreshBooks and AI Field Management

Reasons for Choosing Zoho CRM: Cheaper, saved me a lot more time, Mobile apps, AI insights, Automations, Quicker invoicing and expenses

Switched From: MYOB Business, Zapier, Wave Accounting, Xero and Microsoft Excel

Reasons for Switching to Zoho CRM: All my business apps were housed in one place. It was an easy decision.

Just trying to work with a trial

Comments: not so great so far

Pros:

bookings and calendar - this is a trial, i'm not sure yet

Cons:

trying to get support - having trouble getting the right trial version for us

Alternatives Considered: Calendly

Reasons for Switching to Zoho CRM: the ability to track leads

Zoho: Comprehensive Business Solutions Simplified

Comments: Zoho CRM offers robust automation capabilities that help streamline sales processes. You can automate repetitive tasks such as lead assignment, email notifications, and follow-up reminders. By automating these routine activities, you can save time, reduce errors, and ensure that no important tasks slip through the cracks.

Pros:

Zoho is an impressive suite of software applications designed to streamline business operations. With its extensive range of tools covering CRM, project management, accounting, marketing automation, and more, Zoho offers a comprehensive solution for businesses of all sizes. The intuitive user interface, seamless integration, and scalability make it a valuable asset for optimizing productivity and efficiency. While there may be a learning curve during setup and customization, the collaborative features and dedicated customer support further enhance the software's appeal. Discover Zoho today and simplify your business management processes.

Cons:

Con is that, that we cannot log calls the same day because it shows AM options only for same day.

Zoho CRM

Comments: We are still in the process of setting it up. It is taking awhile to get all the functionality set up for our needs.

Pros:

It is very robust with a lot of options. We are able to customize the modules within CRM to accommodate our business needs. We are also able to integrate it relatively easily with other software.

Cons:

There could be better training from Zoho on what it can do and how to set it up. It seemed to be once you buy it, you are on your own to implement it.

Alternatives Considered: Procore

Reasons for Choosing Zoho CRM: We needed something more robust than Giddyup as we moved into larger-scale construction.

Switched From: GiddyUp

Reasons for Switching to Zoho CRM: Zoho has more of a CRM than Procore.