Zoho CRM for Customer Relationship Management

I've been working with Zoho CRM for a couple of weeks now for a client, and I'm really impressed.

Zoho CRM is Customer Relationship Management software, designed to help a business keep track of its customers and sell them more stuff. It has so many features and functions that I don't think I've tried out 1/3 of them yet, but the ones I'm using are excellent.

I've been able to create a database of my client's contacts, and include information on them in custom fields that I create. Having done that, I'm now about to "select and sort" from the database. For instance, I can run a report of all contacts who took a workshop in March or April 2008, and print a report of them showing their names, email addresses, phone numbers, and the names and ages of their children. From that list, I can send a bulk email, or print labels for a snail-mailing.

I'm still waiting to see if the technical support is going to be adequate. So far, it has been a lot less than what I need and hope for. My emails have waited several days for an answer, which is too long. The one phone call I tried was very disappointing; the person on the other end seemed in an enormous rush, and once he had directed me to the menu item which was the first 1% of my question, he made it clear that it was time to get off the phone. I'm hoping that these were anomalies, or that I just haven't yet found the best method of getting support.

Zoho has dozens of other online applications, and they are apparently still in the process of developing them, and integrating them with one another. So things will probably get better. It does seem very promising.

Zoho: Online Word Processor, Spreadsheets, Presentations, Customer Relations Management, and more

As readers of this blog know, I'm an avid student of ways to work which allow me to be unattached from my own office, and even from my own computer. Online applications and services are a primary strategy in this quest. I use many of Google's online applications: GMail, Google Docs, Google Calendar, Google Maps, Picasa, Google Reader, Blogger, and probably others I'm forgetting. Just yesterday I found out about a somewhat similar suite of online applications/services: Zoho.

According to their FAQ, Zoho is "...a suite of online applications (services) that you sign up for and access from our Website. The applications are free for individuals and some have a subscription fee for organizations. Our vision is to provide our customers (individuals, students, educators, non-profits, small and medium sized businesses) with the most comprehensive set of applications available anywhere (breadth); and for those applications to have enough features (depth) to make your user experience worthwhile."

There's word processor, a spreadsheet program, a note-taking tool, a presentation application, a CRM (customer relationship management) application, a wiki program, a planner, an email application, project management, invoicing, web conferencing, database creation and reporting applications, a recruitment management tool, and even a few more. The scope of applications is quite impressive.

And who is behind all of this? Again quoting their FAQ, Zoho is "...a division of AdventNet Inc. A US-based company that has been creating and selling cutting edge software solutions since 1996. The company has tens of thousands of customers worldwide, is privately held and profitable."

They aren't all free, but many are. I've signed up for a free account but haven't tried any yet; I'll try and post again when I have more of a review. But from what I've seen, Zoho has a good possibility of becoming part of my steadily increasing set of important online business tools.