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Sep12
Zoho CRM
I'm a big fan of Zoho's applications and the company itself.  Their responsiveness to suggestions is amazing and they truly care about what people think of their applications.

Today I tested Zoho CRM, their customer relationship management application, and I am impressed - very impressed.

All the basics are there:  Customer information, leads, ways to track sales stages and reporting, but Zoho CRM includes some advanced features that are impressive:

  • Campaign management - track the effectiveness of different types of marketing campaigns.
  • Case Management which, like a support system, allows tracking of problems and questions and their resolution.
  • Quote and invoicing capabilities
  • Solution database - where the solutions to common questions can be recorded.
Management has full ability to control who sees what and can generate reports by employee.

Zoho CRM is free up to 3 users - each additional user costs $12/mo.  They also offer an 'On-Premise' edition which you can load onto your own servers.  This also is free for up to 3 users, with yearly package pricing available for more users.  For an additional fee, there is an Outlook plugin that offers integration with Outlook contacts and allows direct import of emails into the Case Management system.


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2 Comments/Trackbacks




Thanks for trying out Zoho CRM & for your encouraging words, Diane :-)

Hi Diane Ensey,

Thanks for your interest in Zoho CRM.

You may be interested to know that recently we have added mass mailing, email opt-out in compliance with CAN-SPAM act to our marketing module.

In the coming days we will be coming up with more exciting features. I will keep you posting our latest updates.

Thanks,
Sripada
(Zoho CRM)

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