All Forum Posts by: Sandy U.

I use Zoho One, I always recommend it because it's unheard of. You get many things for $45 bucks, including following:

Zoho CRM. This is the core, great CRM and very easy to use.

Zoho Sign. Every time I need to send purchase agreements. Zoho CRM has a nice merge and It automatically sends attaches the form to send via Zoho sign. A lead wnats a contract, and once all fields are inputted, they could get it within 1 minute, FAST to get the agreement signed.

Zoho Desk. This is ticketing software that works alongside CRM, use it for inbound inquiries from sellers, buyers, etc.

Zoho Drive. You get 5TB of data, use it for your CRM, and then share amongst your outside vendors (i.e) VA, photographers, partners, etc. I use a custom field and it attaches a link to each deal module. I then share the link to the vendors mentioned above.

Zoho Campaigns. Use it in conjunction with CRM for drips, follow up sequence, etc or to send email blast. You could send email blast within CRM as well.

Zoho Cliq: Same is slack, I see many teams communicate using Slack, discrod, teams, Google, etc. I communicate with my team of 3 using Cliq. It works really well, and I could send attachemtns, etc same exact thing as slack.

Zoho Meeting. If a client once to jump on a zoom meeting, I use Zoho meeeting, same exact thing. I just don't have to pay all that.

Zoho Books. You could integrate with Zoho CRM, and it'll work very well especially for invoicing or sending estimates, etc. We use it for our personal + biz banking. It has great integrations with a lot of major banks. Bonus, don't have to pay additional if you have Zoho One. I do pay an additional fee to run it through my personal bank.

Bonus.

Zoho forms, use it for your site or to collect leads info on social media platforms.

Zoho SalesIQ. A chat platform that could easily integrate with any of your sites. All my sites have this and I get to chate with my leads from within and then push the lead to CRM.

Zoho Mail. Will be integrating this instead of using Gmail.

Zoho Social. Still experimenting with this for posting thigns on my social media, similar to hootsuite.

Send me a PM if you have any questions!