Apart from its upsides, it’s customizable and user-friendly.

What are the best aspects of this product?

You can kick things off free of charge. A non-technical individual can get things going in a few days. That means having the ability to enter activities and leads; translating leads to contacts; and possibly putting in quotes, invoices, orders, and products/services. An advanced user can include fields and sections that cater to certain business requirements. E-mail can also be generated.

What aspects are problematic or could work better?

E-mail tech support has been great. They're prompt in catering to inquiries. I hope phone support would be included in the professional version.

What specific problems in your company were solved by this product?

For a private training school, we can input student candidates in the form of leads. Then we do a follow-up on Zoho CRM until they register. Once registered, they're automatically converted into contacts. We then assign them to training programs they've been registered to. Then we track which classes they're taking.

Are you a current user of this product?

Yes