Zoho CRM Erfahrungen

Die Wollmilchsau unter den CRM Tools mit vielen Baustellen und unterirdischem Support

Kommentare: Eine eierlegende Wollmilchsau zum Billigpreis?!
Jein, allerdings wie so oft
"wer alles kann, kann nichts so richtig!" Der Umfang ist schier unglaublich, was gleichzeitig auch der größte Nachteil ist, es bedarf sehr viel zeit sich da rein zu arbeiten und schnell stößt man überall an die Grenzen der Tools.
Propagiert es zum Beispiel den Ersatz für Calendly, Zoom, Google Drive, Zapier zu bieten, ja auf den ersten Blick schon auf den zweiten Blick stellt sich heraus, nein Zuverlässigkeit, Qualität und Support sind meist mangelhaft.

Vorteile:

Der Umfang an Tools ist der beste Vorteil, gleichzeitig auch Nachteil. Man kann schnell starten und findet eigentlich fast alles, was es online braucht um Marketing zu betreiben. Für den Umfang ist es Billig, anders kann man das nicht sagen... Allerdings spiegelt sich der Preis auch in der Leistung wieder... Man kann sehr viel selbst reinprogrammieren, was einem fehlt. Dafür benötigt man allerdings entweder viel Zeit oder Kapital um es machen zu lassen.

Nachteile:

Viele Tools sind zu einfach gehalten und es fehlen essenzielle Einstellungen. Schnittstellen funktionieren nicht, auf Nachfragen wird nicht reagiert, erst die Frage bei der anderen Seite der Schnittstelle ergab, dass dort seit Monaten die Rechnung von Zoho für die API nicht bezahlt wurde und daher die API deaktiviert ist. Das ist der Punkt gewesen, an dem ich dann Zoho verlassen habe! Vom „Kundenservice“ nach nun 2 Wochen immer noch keinerlei Reaktion seitens Zoho dazu. Viele Tools stecken noch in den Kinderschuhen und BUGs zu melden sollte man öfters einplanen. Einmal installierte Tools kann man nicht mehr deaktivieren und so entsteht nach anfänglichen Tests ein enormes Durcheinander. Nicht mal der Support hat die Möglichkeiten ungenutzt überflüssige Tools aus der App Übersicht zu entfernen.

In Betracht gezogene Alternativen: Odoo und Pipedrive

Gründe für den Wechsel zu Zoho CRM: Günstiger und umfangreicher im Nachgang ein Fehler der mich viel Zeit/Nerven gekostet hat. Nun gehe ich wieder auf einzelne Lösungen, ich mag es, wenn alles funktioniert und der Support 5 Sterne Niveau hat.

ZOHO CRM - Das Flaggschiff der CRM Software

Kommentare: Erst kennt man ZOHO nicht. Beschäftigt man sich, dann ist man Fan. Absolut empfehlenswert.

Vorteile:

Alles ist vollkommen frei zu konfigurieren. In der Standardversion zu Anfang läuft alles glatt. später kann man sich "sein" CRM so bauen, wie man es für den täglichen Bedarf braucht.

Nachteile:

Der größte Vorteil ist der größte Nachteil: es gibt SO viele Möglichkeiten, dass man anfangs überfordert ist, wenn man nicht Schritt für Schritt, am besten mit Unterstützung, voran geht. Sonst ist der (geniale) Berg der möglichen Einstellungen und Konfigurationen so groß, dass er einen erschlägt und man gar nicht anfängt. Manches ist nicht perfekt auf Deutsch übersetzt. Der Support ist Englisch.

Solid platform for small business

Kommentare: Really positive. Good customer service and a great price.

Vorteile:

We used zoho one that allowed us tl take advantage of the full zoho suite of products for a great per user price

Nachteile:

Reporting in zoho crm was a bit limited for deep analysis of data

Effective CRM System

Kommentare: Very positive! It is much more simple and better designed than some CRMs I have used varying from cheap ones up to higher end custom ones. It offers all the usual functionality and the navigation is simple.

Vorteile:

Very easy to use compared to other systems I have tried! Easy to integrate, mass update records, export information and access via app.

Nachteile:

Would prefer stronger integration with Zoho Sites and Bookings to add more functionality in automation but this likely could have been achieved with more technical knowledge.

In Betracht gezogene Alternativen: Sage CRM, Salesforce Sales Cloud und HubSpot CRM

Warum Zoho CRM gewählt wurde: Have used Hubspot, Sage and Salesforce among others historically and Zoho provides a more mid market option between these three. It is simple, reliable and has good features for its price range.

Zuvor genutzte Software: Sage CRM, Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu Zoho CRM: Zoho CRM was part of Zoho One package so offered good value for money with features that integrated with other Zoho software that we use. The support is also great with Zoho, I can message and receive a response back fairly quickly.

Versatile but Tricky CRM

Kommentare: It solves CRM question in our business but it requires maintenance and internal efforts to keep up and improve.

Vorteile:

That you can really build a lot and customize it to your business needs.

Nachteile:

That there are hidden bugs, things happening which documentation says should not happen. Support takes forever to reply and pushes you towards Zoho experts. In many cases our Zoho experts ended up contacting Zoho about bugs but got their replies quickier.

In Betracht gezogene Alternativen: Salesforce Sales Cloud und HubSpot CRM

One of the top CRM solutions

Kommentare: 100% Satisfied with the product, support, updates, and price.

Vorteile:

The value for money is excellent compared to other tools in the sector. Also, the capability to create custom functions and integrate with proprietary and non-proprietary solutions is very useful.The user interface is very intuitive and clear. The customization process is very simple, most modules do not require customization because the preset data responds to general needs.Also, you can create a custom module to capture specific data, this can be related to the base modules, making all your data linkable.

Nachteile:

Documentation can be outdated, but customer support has a lot of knowledge.

In Betracht gezogene Alternativen: Salesforce Sales Cloud

Warum Zoho CRM gewählt wurde: Simplify operations and adopt new personnel without needing existing training

Zuvor genutzte Software: Dynamics 365

Gründe für den Wechsel zu Zoho CRM: Price and features

Zoho CRM helped us greatly expand our sales capabilities

Kommentare: Zoho CRM has had a major positive effect on expanding our sales operations. With it, we've saved a ton of working hours by automating our repetitive and time consuming tasks. It's also helped us provide a better service by setting up emails to be sent at certain times, or to send emails when our sales people couldn't get to it by a certain time. All in all, it's been an absolute treat for our operations

Vorteile:

I love the automation aspect of it. We've probably saved two or three people's worth of working hours by automating a lot of our sales processes. We have workflows to send sales emails, run campaigns, set reminders, you name it. It's made everything much more systemitized.

Nachteile:

The set up process is far from easy. It took us around a couple months to integrate it with everything else, set up custom properties, and educate everyone on using it confidently.

In Betracht gezogene Alternativen: Sage CRM, Pipedrive, Salesforce Sales Cloud und HubSpot Sales Hub

Gründe für den Wechsel zu Zoho CRM: We didn't need a huge enterprise-level for the scale of our current operations and Zoho looked more than capable for a much more reasonable price.

Great System, Zoho Needs to Make Some Impovements

Kommentare: Overall very good. I have used Sales Force and Hubspot in the past, and Zoho is on par with them for a much lower cost.

Vorteile:

Overall, it works very well. It is especially valuable to look at Zoho One, which offers a comprehensive set of tools for most of your CRM/ERP/Finance needs. Most features work out of the box, and there is easy customization for things that don't.

Nachteile:

There are several areas where Zoho is behind other CRMs - for example managing multiple addresses, emails and phone numbers. While you can build solutions yourself, you shouldn't have to for basic needs. Also with integration for other Zoho products, it typically works well, but when there are issues it takes Zoho a long time to address them. They recently changed how CRM and Campaigns sync and the old way was much better, it feels like they didn't talk to users before doing it.

In Betracht gezogene Alternativen: HubSpot CRM

Gründe für den Wechsel zu Zoho CRM: Price and ability to upgrade to Zoho One in the future

Overly Complicated Interface

Kommentare: Overall, our experience with Zoho was quite negative; it was difficult to use, which meant that a full changeover from Asana never really occurred, which, in turn, impeded its effectiveness as a CRM. Eventually switching to Freshworks was a breath of fresh air.

Vorteile:

Zoho was the first CRM implemented at Chevron Editing, so I didn't have much of a benchmark to compare it to (previously, we'd used Asana for lead management and deal tracking). Having a proper CRM where we could easily keep track of all clients was incredibly helpful; from that perspective, Zoho's basic features around contact and account management were very useful.

Nachteile:

The overly complicated interface and lack of easy integration led to us eventually switching away from Zoho. While I'm sure the convoluted layouts and feature-dense setups are useful for larger organisations, they weren't necessary for us.

In Betracht gezogene Alternativen: HubSpot CRM

Gründe für den Wechsel zu Zoho CRM: From memory, Zoho CRM was cheaper than HubSpot at the time of purchase.

Great CRM!

Kommentare: Amazing product and a great experience. I was also very happy to see the analytics that pointed me in the right direction for next steps

Vorteile:

I love the features and that it integrates perfectly into other zoho applications for a central management experience

Nachteile:

Setting up SIP calling was a little challenging.

In Betracht gezogene Alternativen: HubSpot CRM

Gründe für den Wechsel zu Zoho CRM: Better range of features Intergration into full zoho suite

CRM is good, it's handy to count on the Zoho suite

Vorteile:

The softwares is complex than Salesforce and it's easier to use. it's also much cheaper. We user over 15 products from the zoho suite and the experience is so seamless that I didn't noticed that we used so many. I used Salesforce for +7 years, it was uncomfortable to get used to Zoho, but it's been a positive surprise. I'm enjoying it a lot.

Nachteile:

There are some limitations on building dashboards and reports. The interface isn't very modern.

Zoho CRM is best for small businesss and startups

Vorteile:

it has a very easy and good dashboard, which makes it easy for my team to work on it with efficiency. also, it is secure and reliable as the servers are always up.

Nachteile:

It is expensive as compared to the competitor, also its customer support is slow.

In Betracht gezogene Alternativen: HubSpot CRM

Gründe für den Wechsel zu Zoho CRM: its reliability and presence in the market. Also it's an easy dashboard and features.

My Favorite Email Service

Kommentare: If you are just starting out with a business or company and you want to make your business sound more professional, you really need Zoho. I had a great experience,even signing up with multiple email addresses. Now I just have the one email address and have a professional email completely for free. However if you want to have more flexibility, you may need to consider the paid plan. There are really not many cons when it comes to Zoho.

Vorteile:

This is a free or very cheap email service depending on the plan you choose. I like this because my business is just starting out and I want to save as much as possible. Zoho is a great resource because it has all the functions I need. It integrates with my website, sends and receives emails and is fairly easy to use. It also comes with a calendar and a place to store notes and bookmarks.

Nachteile:

I am on the free version, which means that I can only access it on my computer device. The paid plan is really inexpensive and something worth investing in if you want to answer emails in a more timely manner. It may take a bit of time to get used to the interface if you've never used it before or you are switching from another email service.

A CRM for the Masses

Kommentare: Overall, I would strongly recommend ANY business to try it out. Check out the free version and you'll still get a lot of value out of it.
Their Paid versions are absolutely worth it.
We started off with a Free version and then graduated into 3 Pro Users and it was a great experience.
The Customer Support Team is EXCELLENT and they really spend the time with you to get you up and running and will offer other real-world examples. I feel they really want their product to work so they're dedicated in assisting even the novice amongst us.

Vorteile:

This is a very low-cost CRM for Small Businesses that are interested in tying out to see if this can really work for them. It beautifully and seamlessly integrates with Outlook and you can use ZohoCRM for most (if not all) your communications with clients and prospects. The interface is easy to understand and you can get most things done intuitively.

Nachteile:

Extracting out a list of all your prospects/customers into ONE Excel sheet became a painful experience because as simple as we assumed it to be it actually become fairly cumbersome. Maybe we didn't have the in-depth experience.

In Betracht gezogene Alternativen: Dynamics 365

Warum Zoho CRM gewählt wurde: Dynamics CRM was just too HUGE and complicated. So was Salesforce. I feel those Enterprise CRMs rely on hiring a team to work out the operational logistics and create their dream-CRM from scratch. Zoho had so much out-of-the-box. THAT truly won us over.

Zuvor genutzte Software: Dynamics 365

Gründe für den Wechsel zu Zoho CRM: Zoho was just way simpler to implement and launch. We literally started working on it on day One.

It delivers what's promised

Kommentare: It is good. You get what you pay. I like the software and it is easy to use. I think it makes sense having a CRM consultant before setting it up at the beginning to make sure that you don't need to migrate things, and also it may help you optimise your costs.

Vorteile:

I've used Zoho CRM for almost 5 years and I've witnessed its evolutions during those years. I think it is an overall good tool for small to mid sized companies. I enjoyed the flawless marketing automation feature, especially when a new lead comes in from a web form, it immediately adds it to the CRM. The system can recognise the lead if there was a past interaction. Once the lead is in the system, you can enrich the data by populating all the data fields and you can customise new data fields according to your needs. I find it pretty easy to arrange for all departments in the company. I mostly used it as a part of my daily tasks at sales team. I was able to manage my leads and track the progress. We didn't really use it for any campaigning but mostly as an overall CRM. The reporting section is pretty good and I enjoyed the customisation. It actually offers more than average needs of a salesperson. Recently, they made new integrations and also adjusted the performance - in the early times, it was a bit slow but they fixed it.

Nachteile:

Zoho CRM seems to be a mid-segment tool when it comes to pricing at first sight. However, if you want to expand the tool with more features/add-on, you may need to pay additionally for them. It increases the cost. At the end of the day, for a large company, it might be as pricey as enterprise CRM solutions. You need to make sure about your needs before you set it up for your organisation to make sure the cost meets with your expectations. The UI can be improved and be more user friendly.

In Betracht gezogene Alternativen: Dynamics 365

Warum Zoho CRM gewählt wurde: The team found Dynamics too complicate to work on. It wasn't a user friendly UI.

Zuvor genutzte Software: Dynamics 365

Great Help Desk Solution for Small Teams

Kommentare: Inherited Zoho Service Desk CRM for help desk tickets. If you're considering Zoho CRM because the price is right, make sure you have clear and precise department directories, support categories, clear SLAs, spelled out escalation points, and strategic auto-repliers and boiler plate email templates ready. If you don't have these already pre-established sit down with staff and discuss it first. You'll be much more successful cut and pasting these into a blank system than to muddle along. At first this system was just a email inbox with useless reporting and we couldn't keep track of progress. Overtime, with tough changes we were able to modify the system to handle tickets better (between maintenance tickets, auto generated tickets, and support requests) for more accurate department reporting of urgent issues, projects, and regular requests by category.

Vorteile:

- Great ticketing / response help desk solution that's free for small IT teams - Great automation for creating special filters, automation rules, and auto replies for anything that comes across your support@ address. - Great CRM tracking for monitoring customer responses, reporting tools, SLA alerting when nearing SLA deadlines, agent tracking KPI metrics, and ticket history tracking. - Great solutions archive and knowledge base which can be added to via the ticket itself - Great notification options including (email alerts, webhook integrations, and SMS text messaging.) - Nice tools for scheduling routine maintenance tasks which appear as tickets and count towards technician KPIs (as tickets). - Very secure portal, customer portal, 2 FA authentication options, and easy to manage UI

Nachteile:

- Takes some time to initially setup, defaults often aren't helpful. - Hard to understand webhook integration instructions, uncertain if two-way functionality is available for a Slack integration (if so, it'll be manual). - Need to watch for mail fetching often! If you aren't getting tickets after 6 hours, mail fetching is turned off and needs to manually be reset. No polling service, or automated mail fetching ping service so you need to make sure when doing exchange maintenance to remember to start this service when stopped.

In Betracht gezogene Alternativen: ConnectWise PSA

Gründe für den Wechsel zu Zoho CRM: The cost for 5 or less technicians in a team was free so we opted for this over paid options. Has most of the features a help desk could need that was both a Cloud Hosted SaaS product.

Support is not there when they have a glitch!

Kommentare: Zoho is great until something goes wrong, they caused the glitch and no one has ever offered a suitable solution. You spend all this money setting up the system to be left high and dry when they have an issue.

Vorteile:

Emails linked to the CRM which was all in one place.

Nachteile:

The support team leave you going around in circles. When you give and instruction they always come back with but can we help you. This is always the response leaving you with no answers or resolution. They take your money and do not refund or offer any compensation. You get ignored and basically sent to the beginning every time so you go away.

In Betracht gezogene Alternativen: Salesforce Platform

Warum Zoho CRM gewählt wurde: Because the glitch was never fixed and I needed to get my business working again, the IT company went 4 weeks back and forth with no resolution. 8 months later still nothing, request to cancel subscription ignored. Got the but let us help you and they still take the payment and then won’t refund.

Gründe für den Wechsel zu Zoho CRM: It was within my budget at the time. Don’t I regret that now.

A functional CRM that does the basics and more, well. Fits a business of any size.

Kommentare: I think there are some very good functions and features in Zoho CRM. It is easy easy to use and also has a raft of potential add-ons in the Zoho Suite that can be used at a small cost such as Zoho Sign which is so simple to use along with Zoho Survey. It can be White Labelled which I like.

Vorteile:

It ticks our list as a Cloud-based solution after moving from a system on a shared network drive operation. You receive quite a lot for the price. It is built around the sales funnel/channel and does this well. It gives you all the functionality within the leads or accounts fields to record meetings, interactions, emails, phone calls, emailing directly from Zoho and calling from Soho if using a VOIP system. It's actually got good 3rd party cross-functionality with 365 or G-Suite, I use the former with excellent Outlook usage.. Chat functions or messages are easy and can be linked to a client or user and sometimes are a better way to record the customer record that on ordinary business email. I have only needed to contact the support team a few times but each time has been very quick and a swift resolution. I have used some of the automated marketing features and it is definitely something that I will utilise more with any web info request funnelled to Zoho.

Nachteile:

The UI can look a bit plain for some if you do not know how to customise. Downloading or collating data is not always straight forward. This is also to be said about uploading leads. It is not always clear which part of an upload has failed. However, when the upload does work it is a great time saver. The search function is not that intuitive; I found sometimes unless you type in an exact match it does not return anything.

Great product for small business scaling up

Kommentare: My overall experience was very good. I was the head of sales who was implementing proper business practices (like conversation tracking) in the company. Zoho CRM was a great choice.

Vorteile:

I loved the numeber of features I got for the money. At the same time, my biggest concern was integration with third party mailing service. Zoho handled it perfectly.

Nachteile:

It was a bit pricy for a small business in Mid-Europe. Especially that we were just starting off, and did not need all the functions that came with the package we had to acquire to get the ones we needed.

In Betracht gezogene Alternativen: Dynamics 365

Warum Zoho CRM gewählt wurde: The free, open-source CRM was clunky, lacked required features (which were hidden in the payed version) and for the money we would pay for Bitrix, we could get a better product: Zoho CRM

Zuvor genutzte Software: Dynamics 365

Gründe für den Wechsel zu Zoho CRM: It did not have smooth integration with cloud service we used and we did not want to swich all of our infrastructure to MS.

Just Amazing

Kommentare: I cannot rate Zoho Crm/ Books enough. The whole crm system is easy to use, although it looks complicated at first it soon becomes easy to navigate. I can organise my whole business in a couple of clicks, it has literally saved be 4 hours of work per day.
The price is cost effective and value for money.
The customer service is outstanding.
98% of the time they can offer a solution to my problems, the other 2% it is possible to hire a freelancer to create a script that can work within the system.
If you are considering moving to ZOHO my advise is do it, they are are the top of their profession.

Vorteile:

The customer service is the best I have ever experience, they are friendly, very knowledgeable and super fast

Nachteile:

Do not have a con they literally surpass my expectations every day .

Zoho Desk - Ticketing Support

Kommentare: We receive more than 10 tickets per day from our users, regarding support IT requests, Zoho desk has been the solution in order to have just junt software to manage all that requirements in just one place and avoid to lose that urgent requeriments in the email inbox.

Vorteile:

customizable, stability, easy to use day by day

Nachteile:

At the beggining is complicated to understand how to set up, specially if this is the first time you use a ticketing software.

In Betracht gezogene Alternativen: Freshdesk

Warum Zoho CRM gewählt wurde: Because we start using Zoho CRM and someone from Zoho advised us that Zoho Desk may cover our IT Support needs and we decided to try it.

Zuvor genutzte Software: Freshdesk

Gründe für den Wechsel zu Zoho CRM: To use just one Brand software that allow us to integrate another Zoho's products that we use.

One of the best CRM... Love this amazing tool

Kommentare: Overall I love this CRM. I am using it daily and my work is incomplete without it. I use it for campaign management, sending important emails to customers. Managing all data and information in one place. The most important thing is Zoho CRM's dashboard and reports which are amazing and easy to understand.

Vorteile:

I am using Zoho XRM for more than 3 years and found it a really amazing platform for customer relationship management. I like their simple yet effective user interface the most. I can use it very easily. Zoho CRM helps us to manage our all databases and related information at one place with amazing security. Overall I can say that this is an amazing CRM.

Nachteile:

There is one thing that I want to highlight about this CRM that I dislike about it which is Zoho CRM is a little bit expensive compared to others but on the other hand, I can say that it is worth to spend on it.

In Betracht gezogene Alternativen: SugarCRM

Gründe für den Wechsel zu Zoho CRM: We choose Zoho CRM over SugarCRM because of their strong customer focus nature which is the most important thing that we always keep in mind and on the other hand, there is a lot of amazing features that Zoho CRM is providing and in SugarCRM, these features are missing.

Zoho CRM Review

Kommentare: Business problems which we are solving using Zoho CRM are as such:- 1) Having better understanding of data from marketing and sales team. 2) Not every team needs access to CRM which is very good for securing our data and privacy is maintained at high level. 3) Connected different tools such as - Zoho Campaigns ( For email marketing), Zoho Bookings ( for book keeping), Zoho Inventory ( for inventory management), Zoho Bookings ( for booking management) etc. and all the data can be seen inside Zoho CRM, which helps us alot and we dont need to switch to differnet applications

Vorteile:

Most impactful featres of Zoho CRM :- 1) Sales & Marketing teams can use it together to capture leads, convert them to a successful customer. 2) Marketing tools, Sales tools and post sales tools can all be integrated with Zoho CRM, which helps in maintaing data for each customer accurately. 3) We can intgerate Zoho CRM with third party API's or tools by directly writing the code inside the Zoho CRM. We can also connect Zoho CRM with other tools using zapier, integromat aka make, integrately, pabble connect etc Not all product is easy to use but with little effort I have figured out becausue they have Zoho Academy and the community for each application of zoho is good. Integration with the existing business was quite challenging but being a part of the good team makes it easy for us implement it. One more recommendation, if Zoho can bring case studies of how different industries are making better use of Zoho, then it will help us understand and expand our business.

Nachteile:

One thing which I would like to get improved in Zoho CRM, is the overall speed at which it refreshes. If this can be improved it will save alot of time and make us more money. Getting custom coding and Blueprint is a little difficult but everything else is all good. Overall the integration was not tough for us with Zoho CRM.

In Betracht gezogene Alternativen: HubSpot CRM

Gründe für den Wechsel zu Zoho CRM: We were looking for a complete business operating system and Hubspot was not the write tool for us, because we have to purchase multiple tools and connect it with Hubspot and that will add exxtra cost. So, we have figured out Zoho One as one of the tools which will fulfill our thirst.

Best-in-class for most users

Kommentare: I've used Zoho CRM on about 5 businesses over ~12 years and will continue in most cases because of the all-around power and tight integration with other Zoho products.

Vorteile:

Zoho CRM can meet 90% of the needs for 90% of businesses. For most users, it's identical to Salesforce, except significantly less expensive. The UI has improved in the past few years so new users can be running within an hour for basic CRM tasks. Key point: Zoho CRM is very generous with the free-tier, giving about 90% of the key features for up to 3 users. That's really important for small businesses and startups, so they can deeply evaluate the benefit.

Nachteile:

At this level of software maturity, the main advantage Salesforce has is a large ecosystem of extensions. Zoho CRM also has third-party extensions, but far fewer. It largely makes up for that with tight integration to other Zoho products.

In Betracht gezogene Alternativen: Salesforce Sales Cloud

Warum Zoho CRM gewählt wurde: Price and simplicity

Zuvor genutzte Software: Salesforce Sales Cloud

Gründe für den Wechsel zu Zoho CRM: Price and simplicity.

Zoho CRM

Kommentare: I have had an amazing experience using this software. So much so, that I recommend this CRM to all my business development clients when starting their companies. The ease of creating and accessing tickets, attachments and emails on a clients file to access the parent data and contacts for authentication purposes, allows the call to flow seamlessly. Details are always time stamped in case data needs to be verified which makes it very secure with employees and contractors accessing company information and customer files. They offer a free version that includes many things that other paid CRMs do not include, just a wonderful product for a fraction of the cost.

Vorteile:

I love the ease of access with managing and accessing important data for both vendors and clients alike. You have the ability of sending email campaigns directly from the applications and links it to the independent account. You can add authorized contacts under ever parent account and customize as needed.

Nachteile:

The time it some times takes for a support ticket to be addressed. Apart from that I have literally had no issues with the product.