It is always great to know that your service is sort after, used, 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.

Many 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 .