Zoho CRM Plus

When it comes to sales and deal management the software has some very nice options where it is very easy to manage the layout, the fields and the information that you want to present to yourself and to your colleagues. It is generally a very easy to use UI and lead generation with the scan app is something that cannot be easier

Every company needs to have a process for their sales and marketing. Zoho CRM Plus makes it simple to integrate your process which then empowers any company to increase their presnece online and offline, track visits to their website, generate leads and manage their customer relations. All this in one platform where you only have to log in once.

Very expensive not caring for small companies or owners very bad service and follow-up

Starting with campaigns, once we send the campaign out, prospects who open it are moved into the sales funnel; the sales team then calls or emails the prospect. Our VOIP works in conjunction with Zoho CRM Plus, so phone calls are logged into the contact. And generates another call, letter, or appointment with the client on the Zoho calendar. Emails are sent through Gmail since Zoho CRM Plus does not work with Gmail. The client's email must be copied and pasted into Gmail. (responses are tracked in the Zoho CRM Plus). Once the sales team meets with the client and starts the process, it turns into an "opportunity" where all stages in the sale are tracked. We mail merge the contact info to the correct letter template, then download it into "Word," where the letter is proofed and corrected as necessary (Zoho merge does not allow you to work in "Word" 2019). When finalized, it is then uploaded back into Zoho CRM Plus under the Opportunity. The sale then continues through the process, and once signed off on, all the details of the job are logged into the Zoho CRM Plus. When the job is completed and closed out, Zoho CRM Plus automatically sends the client a thank you email. The client will then can biannual automatic emails reminding them to set up their bi-annual inspection.

Sales IQ is well suited for communication.

Telephony feature is not supported in India is a drawback for us.