The CRM also has a useful search tool that enables the users to query data about specified CRM tasks, to ensure that no user is without guidance. This prior organization will make the system more accessible and usable for other users. As an administrator, you will need to organize the various custom fields and workflows beforehand.
The Zoho interface requires loads of customization when starting out. The home screen also features a drag and drop the customizable widget to help users to create customized home screens (Zoho creator).
It has a minimalist look, and it’s home screen can hold 6 to 10 components at a go. Zoho has a revamped UI that is a significant improvement from its older and clunkier UI. Zoho’s Ma i n Features Contacts and users UI
The system as mentioned is affordable, but it lacks in-depth and detailed reporting prowess that other more heftily priced CRM software may have. Zoho’s designers have with time imbued it with a good amount of useful features such as gamification, lead generation, reporting and telephony services for businesses such a social media features, chat and phone compatibility. With Zoho, employees can manage contacts and automate lead generation and email marketing (Zoho mail) as well. It easy both affordable and intuitive, and can be used by all employees in your company. Zoho has a myriad of productivity tools, and its CRM software is perhaps its flagship product. Zoho CRM offers sales forecasting, whereas Hubspot doesn’t have this option.Zoho has cheaper pricing plans, whereas Hubspot offers more expensive plans.
Zoho doesn’t have task management features, whereas Hubspot does include this option.