Average Ratings 0 Ratings
Average Ratings 125 Ratings
Description
Our comprehensive management system includes features for tasks, appointments, SMS, email, and payment processing, designed to efficiently oversee your contacts. Non-profit organizations and membership-based businesses can greatly benefit from the ability to maintain ongoing communication and manage recurring charges. You can quickly organize, oversee, and monitor every facet of your contacts or customers. The system includes intake forms, web forms, quote management, invoicing, policy and sales tracking, as well as payment processing through ACH and credit/debit cards. Additionally, appointment reminders are sent via SMS and email to ensure you never miss an important meeting. Contact types can be categorized, allowing you to group them by type, and you can create custom contact lists for mass email or SMS campaigns, enhancing your outreach strategy. Furthermore, this robust system simplifies the administrative tasks that often consume valuable time, enabling you to focus on your core mission or business objectives.
Description
Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Acquia Campaign Studio
No
Adobe Document Cloud
No
AppointmentCore
No
AuthN by IDEE
No
Boomerang
No
ClearoutPhone
No
DigitAll
No
Emailable
No
Full Circle Insights
No
Kolvera
No
Integrations
Acquia Campaign Studio
Yes
Adobe Document Cloud
Yes
AppointmentCore
Yes
AuthN by IDEE
Yes
Boomerang
Yes
ClearoutPhone
Yes
DigitAll
Yes
Emailable
Yes
Full Circle Insights
Yes
Kolvera
Yes
Pricing Details
$9.99/month/user
Please check our website for package pricing and details
Free Trial
No
Free Version
No
Pricing Details
$14.00/month/user
Standard Edition - $14/user/month
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month
Get a 15-day FREE Trial with every edition.
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month
Get a 15-day FREE Trial with every edition.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Voiie
Founded
2013
Country
United States
Website
voiie.com
Vendor Details
Company Name
Zoho
Founded
1996
Country
United States
Website
www.zoho.com/crm/
Product Features
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
No
Contact History
No
Contact Import/Export
No
Customer Pipeline
No
Email Marketing
No
Group Management
No
Interaction Tracking
No
Lead Management
No
Prospecting Tools
No
Sales Pipeline Management
No
Search / Filter
No
Segmentation
No
Shared Contacts
No
Social Media Integration
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
No
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
No
Drip Campaigns
No
Dynamic Content
Yes
Landing Pages / Web Forms
No
Lead Scoring
Yes
Sales Intelligence
No
Search Marketing
No
Segmentation
No
Social Marketing
No
Website Visitor Tracking
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Lead Management
Activity Tracking
No
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
No
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
Yes
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
Yes
Sales Forecasting
Yes
Territory Management
Yes
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
Yes
Quota Management
No
Reporting / Analytics
Yes
Sales Coaching Analysis
No
Sales Gamification
Yes
Sales Performance Tracking
Yes
Sales Planning & Forecasting
Yes
Territory Management
Yes
Sales Tracking
Activity Dashboard
No
Alerts / Notifications
No
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
No
Document Management
No
Email Templates
No
Interaction Tracking
No
Lead Management
No
Lead Scoring
No
Pipeline Management
No
Reporting / Analytics
No
Task Management
No