Three Different Businesses. Three Different Requirements. One Solution: Zoho CRM

  • ALTUS Wealth Solutions

    , was looking out for an

    alternative to the expensive Salesforce CRM

    they were using.

  • Anderson Sales Advantage

    wanted a

    no-frill, easy to use CRM

    to train newbies.

  • JetHub

    was scouting for a

    secure online CRM

    for its distributed workforce.

And, all of them chose Zoho CRM.

We are quite happy to share their success stories with you.

ALTUS Wealth Solutions
 is a Registered Investment Advisory firm specializing in financial planning. Zoho CRM is used to manage the countless relationships it has established with prospective clients, financial services peers, and other individuals and organizations. John Buerger, a CERTIFIED FINANCIAL PLANNER™ , operates ALTUS as a solo entrepreneur, making him responsible for all aspects of Zoho CRM, from paying bills to maintaining the system.

ALTUS switched from Salesforce to Zoho CRM when Buerger determined that the Zoho solution had matured to the point of being a competitive and, ultimately, the preferred CRM option. The tipping point for making the switch to Zoho CRM was email integration with GMail, which ALTUS uses as its email server.

Read more
 on how Buerger customizes Zoho CRM for client specific plans and also for generating invoices and custom reports.

“I was with Salesforce before I moved to Zoho CRM, and I found Salesforce to be outrageously expensive for what it was providing. For me, nothing in Salesforce was any more powerful than what I can do with Zoho CRM.

But Zoho CRM costs just a fraction of Salesforce – $15 per month vs. $100 per month – so I’m saving over $1,000 per year.”

John Buerger,

ALTUS Wealth Solutions

Anderson Sales Advantage 
is a sales coaching and training company that helps it’s clients set up and use Zoho CRM. Most Anderson Sales Advantage clients have no CRM experience, no sales pipeline, and no lead management whatsoever. They are completely new to CRM software and to CRM as a business process to support pre- and post-sales activities.

The companies and individuals that turn to Anderson Sales Consulting all have different terminologies and ways to track their customers and prospects. As both a user and promoter, Anderson appreciates the flexibility of Zoho CRM.

Know more

 on how the ability to work with his clients in real time within Zoho CRM, ensures that Anderson gives them the best possible training and coaching.​

“I needed a CRM system that would be easy to set up and easy to train my clients to use, so it had to be easy for them to understand. Zoho CRM hits all those points, and the price is great for an independent / solo entrepreneur.

I had been using Salesforce previously, and I found that Zoho CRM is very comparable. And the price is a lot better.”

Teddy Anderson,


Anderson Sales Advantage ​

 is a worldwide, on-demand charter service that offers private flights to more than 7,000 airports in the United States and abroad. With employees spread across the country, JetHub uses Zoho CRM to securely manage its customer information.

JetHub integrated the industry based online quoting function into its Zoho CRM installation, customizing Zoho CRM to mimic the same industry-specific form layout presented by the quoting system. As a result, JetHub was able to cancel the online quoting service and pocket the savings.

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 on how they reaped the benefits of integration between Zoho CRM and Google Apps.

“JetHub is a completely virtual company. Zoho CRM provides a cloud-based system that supports our distributed workforce and helps me protect my employees’ information by restricting access to authorized users. 

Being able to secure access to that information could easily save us thousands in business that could otherwise walk out the door in the event of a data breach.”

Kevin Lippert,

President, JetHub

If you would like to share your story too, write to us at support[a], or join us in conversation on

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– Susan


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