WebWorkerDaily Reviews Zoho CRM

In a post titled 'Zoho CRM: A Good Option for Web Workers', Meryl Evans at WebWorkerDaily has a good review of Zoho CRM. Excerpts :

Most CRM packages tend to be too heavyweight for the sole proprietor, however. They cost a bundle and contain features that most web workers don’t need. Zoho has a relatively

simple CRM solution that’s free for up to three users. Although it

takes some figuring out, it’s a good option to consider for web workers.

Everything you need to access appears in the tabs at the top of the screen and the links below them. You can customize most of the reports and dashboards as well as the settings for every tab.

The key reason businesses invest in CRM is for tracking and managing sales leads. The Leads tab lists all the active leads for easy reviewing and updating. After creating a new lead, you can return to that lead to update its page with information including attachments, products and activity tracking. You send emails straight from the application, with a record of the sent email added automatically to the lead’s page.



If you need to track many leads, Zoho CRM keeps all the information

in one place for easier management. Once a lead converts to a sale,

Zoho CRM removes it from the Leads tab and moves it though the

pipeline, automatically creating the account details.

Compared to other CRM solutions, Zoho’s CRM package is affordable and easier to learn. Web workers will more than likely find most of what they need in Zoho CRM for a great price.

Thanks to Meryl Evans & WebWorkerDaily!

2 Replies to WebWorkerDaily Reviews Zoho CRM

  1. Is it possible to add data to Zoho CRM using Zoho Creator forms ?Do you by anychance have a sample application for this ( atleast for the leads )Thank you,
    Regards.
    Deepa Govind

  2. Is it possible to add data to Zoho CRM using Zoho Creator forms ?Do you by anychance have a sample application for this ( atleast for the leads )Thank you,
    Regards.
    Deepa Govind

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