An extensive write-up about Zoho CRM on financial-planning.com

reviewed and recommended by other users, businesses and people. And

when we came across the detailed write-up and recommendation to 'Take a

look at Zoho CRM' in a recent article titled 'Special Report: Your Practice Management Questions Answered' on financial-planning.com, we

were thrilled.

'Financial Planning' is dedicated to the

needs of independent financial planners, whose primary concerns include

building relationships with clients and

their practice, that is building and managing their business, mainly

client's portfolios. Thus, addressing Customer Relationship Management is

essential as in any form of Business.

The extensive part about Zoho CRM comes as a response to one of the questions (located around the middle of page 5) the article addresses which is 'How can I start using CRM software, cheap?'. It provides a good perspective

to any Business interested in using a CRM, to get an idea if Zoho

CRM would suffice for managing their customer interactions and relations. Here is an excerpt from the article:

 As you may have gathered, both the Professional and Enterprise editions

of Zoho CRM offer a great deal of value. There are plenty of fields, a

great deal of functionality and very good granular security. What sets

Zoho apart from some of its competitors, however, is the breadth of its

offering. While the Zoho CRM Professional edition is very robust and a

great value for the money, it becomes substantially more effective when

used in combination with other Zoho offerings. To give you just one

example, combining Zoho CRM with Zoho email and Zoho Docs gives you

robust CRM, integrated email that includes email storage, plus an

integrated online entry-level document management solution at an

unbeatable price. Add Zoho Business (email hosting plus an Office

suite) and you have a fully functional online set of productivity

applications, including calendaring functionality.

thanks to Joel P. Bruckenstein, CFP, publisher, Virtual Office News for

that wonderful write-up about Zoho CRM. It is not easy to get feedback or even small comments from users and it is hard to know where we stand from the

outside without them. We hope we see more such reviews in the future so

that we can improve on our drawbacks and continue to work towards

providing excellent, affordable CRM.