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11 months ago
Pros: This tool is very simple and has an exhaustive set of features such as for lead management, allowing a salesperson to keep the track of all his leads. It also has a great dashboard that provides detailed and beautiful analytics, as well as integration with other applications like MailChimp, Google Apps, etc.
Cons: Its actions on redundant data need to be improved such that if there is redundant data, it should provide notification to admin as well as stakeholder's involved.
5 months ago
Pros: Reporting, field mapping, ease of being able to categorize our clients.
Cons: Very glitchy. A system glitch has created producers and split up some of our clients. The email, notes, and other sections go missing on occasion. Basically, this makes the CRM unusable. Customer support is always very very very slow in resolving any issues. Support is not able to help across Zoho products. Sometimes it really confuses them if you mention something else. The responses are canned. I often think that I am chatting with a bot.
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