Staying on top with Zoho
I use the Zoho CRM app to update when I make contact with leads, accounts and even update potentials with notes that will be usefull back at the office. This app has made keeping my sales funnel moving a lot easier.
Quickly add new contacts and updated existing ones. Call tracking when calling a client or lead. Easily update potentials in app.
I haven't found any thing that I don't like.
It was cost effective, easy to setup and easily customizable fit our business needs.
Dynamics was horibly inefficient.
We use it to track clients and the sales process. We also use it to make sure things don't slip through the cracks.
We setup a reminder email for potentials that haven't been updated in 30 days to prevent things from falling in the cracks.
Zoho has been a life saver, if you want to be more effective at managing your customer relationships then you should use Zoho.