Financial PlanningIt is always great to know that your service is sought-after, used,
reviewed and recommended by other users, businesses and people. And
when we came across the detailed write-up and recommendation to ‘Take a
look at Zoho CRM’ in a recent article titled ‘Special Report: Your Practice Management Questions Answered ‘ on financial-planning.com, we
were thrilled.

‘Financial Planning’ is dedicated to the
needs of independent financial planners, whose primary concerns include
building relationships with clients and
their practice, that is building and managing their business, mainly
client’s portfolios. Thus, addressing Customer Relationship Management is
essential as in any form of Business.

The extensive part about Zoho CRM comes as a response to one of the questions (located around the middle of page 5) the article addresses which is How can I start using CRM software, cheap?’. It provides a good perspective
to any Business interested in using a CRM, to get an idea if Zoho
CRM would suffice for managing their customer interactions and relations. Here is an excerpt from the article:

 As you may have gathered, both the Professional and Enterprise editions
of Zoho CRM offer a great deal of value. There are plenty of fields, a
great deal of functionality and very good granular security. What sets
Zoho apart from some of its competitors, however, is the breadth of its
offering. While the Zoho CRM Professional edition is very robust and a
great value for the money, it becomes substantially more effective when
used in combination with other Zoho offerings. To give you just one
example, combining Zoho CRM with Zoho email and Zoho Docs gives you
robust CRM, integrated email that includes email storage, plus an
integrated online entry-level document management solution at an
unbeatable price. Add Zoho Business (email hosting plus an Office
suite) and you have a fully functional online set of productivity
applications, including calendaring functionality.

Joel BruckensteinMany
thanks to Joel P. Bruckenstein , CFP, publisher, Virtual Office News for
that wonderful write-up about Zoho CRM. It is not easy to get feedback or even small comments from users and it is hard to know where we stand from the
outside without them. We hope we see more such reviews in the future so
that we can improve on our drawbacks and continue to work towards
providing excellent, affordable CRM .

  1. Bonnie

    Great, thanks very much for your thoughts. I am going to try the Professional Edition for our Resume Writing business, which hires resume writers working from home, who will now be able to update the CRM from their own PCs. – massive benefits!

  2. Bonnie

    Great, thanks very much for your thoughts. I am going to try the Professional Edition for our Resume Writing business, which hires resume writers working from home, who will now be able to update the CRM from their own PCs. – massive benefits!