Powerful, easy to customize CRM platform for small to mid-size companies. Quote and order management lacking.

Our business unit is the primary user base of Zoho CRM within my organization, however two other business units also leverage it as well although to a lesser extent. It addresses typical CRM requirements/problems related to recording information about accounts, contacts, and potential opportunties. We also use the workflow automation and custom functions to do things like automatically create tasks and send notification emails for things like customer renewals. We use custom functions to do things like automatically fill in the city and state based on a street address and zip code, or to roll up total dollar amount of wins to the accounts module. We also assign and track tasks using the activities module.