Zoho is a cost-effective CRM for small businesses that lets you maximize customer contact

We have been using Zoho to provide quotes to potential clients. We uploaded a template that makes it easy to provide quotes and track them. We're able to differentiate which team member sent the quote, but everyone is able to follow-ups. This is important as it allows our team to reply quickly, so the customer does not need to wait until the initial person giving the quote is back on duty. We're also able to send photos and other collateral to clients.
The work flow of Zoho is nice. We've tried other CRMs and they've been too complicated. Perhaps they were good for large businesses, however for a small business, Zoho is perfect and scalable. Our team was easily trained on the software and we were able to connect our livery software to the quote system. It's fantastic being able to automate connections so that work is not duplicated. We've been able to win more business by using Zoho as it also lets us set reminders to follow-up with clients if we haven't heard back.

The structured organization that Zoho provides to our team really helps gain and retain clients. Our company is always complimented on the rapid and expansive responses to quotes. The first contact from our team is the most important as it shows potential and existing customers that we value communication and that this extends into when we provide our actual services.