Confluence vs Zoho CRM

• QUICK How-to Guides that can be generated and share instantly
• One can subscribe to the pages and spaces and receive updates in the feed on their home page
• Automatic Email notifications of new updates in the Confluence area
• The platform integrates easily with other Atlassian platforms including third-party apps thus improving its reliability

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• It is pretty easy to use. We don't need to set up formal training sessions for our users which lets us get new users up and running much quicker.
• Great reporting section, you can extract some really detailed reports of your leads and their status.
• User access control and 2-factor authentication are really easy to define and set up.
• Some really great integrations with Zoho products and Gsuite.

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• Navigation. Similar to other Atlassian products, users have complained that aspects of Confluence are difficult to learn right away[.]
• An issue that users can face when using Confluence is attempting to edit a document while someone else is editing. Although users can access the document and save it, they are unable to see the changes happening in [real-time] that other users are implementing until they refresh their page. Some users have also noted that this can result in loss of edits.
• Another drawback of using Confluence is its specific organizational structure. All information is stored within one page or project, although the page is able to be broken up into sections, some users do not prefer this style. Users can use the ‘page tree’ on each page to organize the different elements of each project.

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• You can only have one email attached to a form. This means that I have to go elsewhere to create a full drip campaign.
• Reporting leaves a lot to be desired. It is difficult to set up reports exactly how we want them.
• There are some things that aren't allowed to be customized that definitely should be
• Support means well, but they rarely can help

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• We've gone from folders and folders of Word documents and PDFs into a single system with a search feature to bring all of our data together and trackable
• While onboarding took a bit longer for the company (to switch from a Word document centric mindset - to a web-based one), overall the company has embraced the features and power of Confluence within the working stack
• However, as costs continue to climb for the Atlassian product, we are forced to continue our evaluation of the product - with replacing it a remote possibility if it begins to outprice its usefulness to us.

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• We had Zoho CRM early on when it wasn't quite as robust as it is now, so there have been vast improvements, which also puts us at a disadvantage for falling into old ways of doing things rather than exploring new ways that we always wanted in the beginning.
• One thing we were able to do is get rid of MailChimp and slowly migrate to Campaigns
• Eventually I would like to migrate Zoom to Meeting but it's just not quite there yet.
• Also, I do have to say going just from the CRM to Zoho One was a VAST improvement where many apps were available. At first, I was so disappointed in the CRM but with all the integrations it's been so much better!

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