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About Zoho CRM

Zoho CRM is a cloud-based business management platform that offers sales and marketing automation tools with helpdesk, analytics, and customer support functions.

Connect with customers, partners and vendors over email, social media and various communication channels with Zoho CRM's omnichannel platform. Analyze trends, convert these into accounts and send out invoices or sales orders without having to leave Zoho CRM. Advanced blueprints, and journey planners help you engage with customers at every stage with data that informs your campaigns. Web form a/b testing and marketing attribution features give you the necessary depth to take the pulse of your audience.

Over 250,000 businesses worldwide run on Zoho CRM.

SMEs and Large enterprises across industries prefer Zoho CRM thanks to features that range from basic to advanced, with limitless customization options. You can also build your own CRM from scratch with SDKs on offer.

With 40+ in-built apps, Zoho is the only vendor with the highest Native offerings. Zoho CRM is one among that, and can integrate with over 500 popular third-party extensions like G Suite, Office 365 and MailChimp.

Try Zoho CRM at $14/user/month billed annually. Also, try it for free with a 3-user limit.

Get a 30-day FREE trial EXCLUSIVE to our ULTIMATE Edition. Premium support is available 24/7 at a price.

WHY CHOOSE ZOHO CRM?

  • Extract information and improve your processes with suggestions from Zia, AI-powered sales assistant

  • Access to in-depth analytics with custom dashboards for sales success

  • Automate tasks at various stages in your process management flows

  • Custom portals for your customers, vendors and partners to drive proactive engagement

  • Quick data migration from other CRMs

  • Flexible and Transparent Contracts. Pay only for what you need

About HoneyBook

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant.

Small business owners and freelancers have tripled their bookings and saved multiple hours a day using HoneyBook tools.

About Affinity

Affinity offers the insights you need to grow your most valuable relationships and discover untapped business opportunities through patented technology that structures and analyzes billions of data points across your team’s digital communications.

Affinity helps teams manage and grow their networks by unlocking introductions to key decision-makers and auto-populating pipelines to increase deal flow. Affinity also applies context to your team's contacts, so you always know who has talked to whom and why.

In any industry where success depends on maintaining high-touch relationships, Affinity allows you to get deeper insights into your network and finally eliminate manual data entry.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

    No key features associated with this application.

Summary

  • Business Software for Creative Entrepreneurs

  • Freedom to Do More of What You Love

  • Smart Proposals to Book Faster

  • Templates: Create Once. Use Forever.

  • Workflows: Set Your Busywork on Autopilot

  • Built for creative entrepreneurs, HoneyBook is an all-in-one platform that streamlines and automates your business with the tools you need to be flexible and free.

  • HoneyBook helps you serve up your ideal client experience. Every touchpoint is stamped with your brand. Every step of the booking process is seamless.

  • Get your time back, so you can create more and stress less. From invoices that get you paid fast to contracts that create themselves, HoneyBook has everything you need to set your busywork on autopilot.

  • Get up and running within days. Just send us your pricing/services, contracts and questionnaires you use the most, and our concierge team will turn these into re-usable, time-saving HoneyBook templates. We'll also migrate up to 10 of your current projects from whatever system you use now, so there's no break in your flow.

Summary

  • Relationship insights: Close deals faster, Get warm introductions from those with close relationships, Smarter meetings Always know who has talked to whom. Stay informed with up-to-date info before your next meeting.

  • Instant 360° rolodex: Automatically and retroactively surface every interaction your team has had and retain valuable data even if there’s a departure. Unearth institutional knowledge, Remove communication silos, Schedule smart triggers and reminders.

  • Never send a cold email again: Source better warm introductions and referrals, Fully leverage your team’s collective network, Always know the real relationship strength.

  • Smart Sheets uncover limitless flexibility: Customize over 1,000 points of data to surface potential deals faster, Manage your deal flow efficiently, Save for quick access and create reminder triggers.

  • Reminders and triggers: Forgetting to reply or follow up to an email could cost you. Custom triggers and automatic reminders ensure you never drop the ball.

  • You’re in control of your privacy: You get to choose what communications data is visible. Easily block email addresses or hide email body or subject line to ensure your communication is private.

Pricing

7 Day Free Trial

Free
Included in plan:
  • HoneyBook helps you book your ideal client faster, more frequently, and with less legwork.

Starter Plan

$9.00
1 user(s) / month
Included in plan:
  • This plan is designed to give you a chance to thoroughly dig into our product and get a true sense of HoneyBook and if we’ll work well for your business. We created this plan because we want you to save some money while you’re getting HoneyBook integrated into your business, but as such, this plan does have a few limits in place: You’ll stay on this plan until you have accepted $10k in total payments through HoneyBook. You’ll have a cap of 6 months of access to our world-class Concierge Team And you won’t be able to add team members to your account. Once you hit that $10k in total payments through HoneyBook, you’ll have a choice of continuing with either our Unlimited Monthly or Unlimited Annual plan.

Unlimited Plan - Monthly

$39.00
1 server(s) / year
Included in plan:
  • This is the route for you if you are ready to jump right in after your 7-day free trial and don’t want to have any transaction limits. This plan allows you to add team members to your account and gives you unlimited access to our world-class Concierge Support Team, forever! The Unlimited plan is available monthly or as an annual option which unlocks our best value, giving you an additional 17% in savings.

Unlimited Plan - Annual

$390.00
1 server(s) / year
Included in plan:
  • This is the route for you if you are ready to jump right in after your 7-day free trial and don’t want to have any transaction limits. This plan allows you to add team members to your account and gives you unlimited access to our world-class Concierge Support Team, forever! The Unlimited plan is available monthly or as an annual option which unlocks our best value, giving you an additional 17% in savings.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes, Zoho CRM extends support in the following ways:

    • Email
    • LIVE Chat
    • Toll-FREE Calls
    • Knowledge Base
    • Forums
    • Cases and Solutions
    • Remote Assistance
    • Onboarding
    • Dedicated Account Manager
  • What are some applications this service is commonly used in tandem with?
  • Zoho CRM is used as an all-in-one system to avoid situations where users have to shuffle through multiple software applications for helpdesk, mail, campaigns, etc.

  • What is this service generally used for?
  • Zoho CRM is a centralised hub for all business-related tasks. It can be used as a helpdesk, sales and marketing system, contact management system and support platform. You can also track inventory and perform accounting tasks within the software.

  • Who are the main user groups of this service?
  • Zoho CRM caters to freelancers, small businesses, mid-sized and large enterprises through its varied editions and pricing.

  • Does this service offer an API?
  • Yes. Open-APIs are available with Zoho CRM
    [REST APIs, Bulk APIs, Notification APIs, Query APIs]

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, Zoho CRM's free version allows up to 3 users.
    The Ultimate edition has a limit of 2000 users.

  • Does this service integrate with any other apps?
  • Yes, Zoho CRM integrates with over 300 popular third-party apps like G Suite, Office 365 and MailChimp. Zoho CRM is part of the 40 in-built apps from Zoho, the only vendor with the most amount of native apps on offer.

  • What platforms does this service support?
  • Zoho CRM can be accessed over web browsers designed for use on Linux, Mac OS X, and Windows desktops. The platform is also available as a mobile app for use on Android phones, as well as Apple's iPad and iPhone.

FAQs

    No FAQs associated with this application.

FAQs

    What is this service generally used for?
  • Affinity builds the most advanced, high-throughput infrastructure for syncing and understanding data from communication streams and 3rd-party sources. By classifying and learning from this data, we develop next-generation tools to power all relationship-driven industries and applications.

    *Relationship insights: Close deals faster, Get warm introductions from those with close relationships, Smarter meetings Always know who has talked to whom. Stay informed with up-to-date info before your next meeting.
    *Instant 360° rolodex: Automatically and retroactively surface every interaction your team has had and retain valuable data even if there’s a departure. Unearth institutional knowledge, Remove communication silos, Schedule smart triggers and reminders.
    *Never send a cold email again: Source better warm introductions and referrals, Fully leverage your team’s collective network, Always know the real relationship strength.
    *Smart Sheets uncover limitless flexibility: Customize over 1,000 points of data to surface potential deals faster, Manage your deal flow efficiently, Save for quick access and create reminder triggers.
    Reminders and triggers: Forgetting to reply or follow up to an email could cost you. Custom triggers and automatic reminders ensure you never drop the ball.
    *You’re in control of your privacy: You get to choose what communications data is visible. Easily block email addresses or hide email body or subject line to ensure your communication is private.

  • Does this service offer an API?
  • Yes

  • Does this service integrate with any other apps?
  • -LinkedIn
    -Email
    -Calendar

  • What platforms does this service support?
  • -All browsers, with a Gmail Chrome extension
    -All Email
    -iOS, Android

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • Who are the main user groups of this service?
  • The main user groups include:
    -Venture Capital
    -Private Equity
    --Investment Banking
    -Commercial Real Estate
    -Enterprise Sales Teams

  • What are some applications this service is commonly used in tandem with?
  • -LinkedIn
    -Email
    -Calendar

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:
75.7k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
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Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Zoho CRM
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, Bulgarian, Chinese, Croatian, Czech, Danish, English, French, Hindi, Hungarian, Italian, Portuguese, Japanese, Korean, Polish, Russian, Spanish, Dutch, Swedish, Hebrew, Turkish, Vietnamese
Regional Restrictions:
No restrictions.

Other

Who uses HoneyBook
  • Freelance
  • Startups
Desktop Platforms:
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
United States and Canada

Other

Who uses Affinity
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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