We're Mortgage Brokers. Zoho allows us to keep track of all of our Loan Officers, Licenses, Federal & State Regulatorary agency contacts and cases, Vendors, Issues of Complaints, payments to vendors and regulatory agency fees and much, much more.
It is as good as Salesforce but far more user friendly and priced within most small businesses' budgets. Highly recommended to anyone looking for an affordable CRM as a database to keep track of employees, clients, vendors and critical related business events.