MindManager vs Zoho CRM

• Great to segment things out (projects, organizational charts, processes, workloads, etc) and gives you a full picture of the job.
• It is user friendly, simple to use, and powerful.
• MS Office and Teams integration is great. Allows for easy collaboration.
• Great GUI and visuals
• Excellent method for project planning and brainstorming

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• It allowed for infinite improvement in the user experience and provided an excellent database where we can manage and track all sales in a particular way.
• Automate and notify team members of imported data, and Track Sales Pipeline software tracks potential deals very well. Zoho CRM's customization, on the other hand, allows us to tailor the software to our specific requirements.
• Sharing of data is made possible through Zoho integrations. Data-Zoho CRM integrates seamlessly with all other ZOHO products, so there's no need to keep track of multiple records.
• Real-time synchronization helps us organize our work and visualize everything.

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• I find formatting a challenge. Example, make all the boxes the same format and fonts so when you add a box, it understands the format of the top level box.
• I have played around with some of the templates but find creating my own each time is better route. The project plan template is very good but I find myself deleting boxes and again, takes more time than creating a new map every time.
• I try to get colleagues to use MM but they are intimidated by the UI. I am really comfortable with it but to them it can look more complex than it really is.

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• You need someone to slog through the training. You need either an expert or someone who knows what they are doing because there is a lot, and you can't always depend on textbook-style writing for help.
• At the time I reviewed, there was no feature that was unable to be off-network - unless I missed this.
• Communication tracking at every level, including large scale.

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• Productivity - Shortening my thinking time to an outcome - when I have a problem to think through, my first choice is MindManager. It gives me the space to simply get everything down on the page and then sort it all out.
• Quality - The quality of our thinking is improved when we think together using MindManager - we never stop at first answers and MindManager allows us to think deeper and find connections that were not previously considered.
• Control - Often we will use MindManager to maintain a list of client requirements and success factors in a single place. This has helped us out many times from an engagement management and control standpoint.

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• We are a new startup and growing rapidly, hence we have been able to capture more then 200-300 leads in the past few months using the Zoho Forms.
• Our live chat option was pathetic before using the Zoho CRM, hence now we are able to immediately respond to tens of queries on a daily basis using the mobile app.
• Once Leads were captured, converting them into deals was not being tracked professionally before using Zoho CRM, but now thanks to Zoho CRM deals funnel, we are able to onboard more than 50 customers smoothly over the past few months.

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