#Zoho business suite review how to
#Zoho business suite review software

Zoho One was the one that answered all of our problems. Pros: We have tried many, many, many programs in our history.

#Zoho business suite review software

What are the most important things that you want to achieve with a CRM? Whether it's time tracking, contact management, contact details, invoicing, all that, and then just start to evaluate Zoho One as well as some of the other softwares that I might have mentioned or that you might find to see how it fits.įor me, the integration and the price point for Zoho One was immense, because I am paying less for Zoho One than I did for only my Zoom account and my invoicing software combined, so I'm already getting a good return on my investment. I think most softwares offer anywhere between a 14 and a 30 day trial. My advice to you about Zoho One is just to give it a try. But now that I'm kind of getting to understand how the integrations are working, it's getting easier and easier. I found it, on a scale of 1 to 10, maybe a 7, because there were a lot of moving parts. I'm pretty well self-taught on the applications that I've used. I made heavy use of the help feature, the chat feature. You have to decide what you want to focus at the time, understand that aspect or that app within Zoho, and then start to explore. Getting started with Zoho One was challenging and, because there's so many moving parts, it's not a single focus. That's the reason I chose Zoho One and give it a five out of five. The thing I like about it, within Zoho One, is that you can pick and choose the functionality, and it seems pretty seamless in terms of how these different apps communicate, which is a big time-saver. If you're familiar with Zapier, or Zapier, that you have to integrate the software using that tool. You don't have to use all of them, but they're basically connected. They have the Zoho CRM and the Zoho invoicing and the Zoho meeting. What I was surprised to find out that Zoho One actually has a lot of what they call apps. My business is different than my clients. I've always told my clients that a CRM isn't going to do everything that you want it to do because every business is different. I went into Zoho One because it seemed to have all the functions I wanted. Customer service, after two and a half months of training and chats, they couldn't tell me if it was my error, software error, or the software wasn't designed to do that, so I scrapped that. But I ran into five issues in terms of the automation, which was important for me to save time. It was recommended that I look into ActiveCampaign, which I like because of the price point was a little better as well as it seemed to have all the functions. Stopped using HubSpot after a few months. But when you start to add functionality, it got pretty pricey and I'm always looking for a good return on my investment. I'm still using Podio for my own personal stuff, but I've been searching for CRMs for my clients. Well, it's a little bit more complicated and I didn't feel like they could learn that very well.

#Zoho business suite review how to

I love Podio, I still use Podio, but also I've been trying to teach my clients on how to utilize CRMs, and Podio is a little bit more hands-on. Googled and found another software product called Podio. I spent eight months, lots of time invested in training and onboarding and all that, and after eight months I found out their invoicing system was not able to do what I needed it to do, so basically scrap that. One of the first ones I used was Infusionsoft, which has since evolved to Keap. I have been looking for a contact management system for several years.