| Overview |
A pipeline-centric micro CRM by Zoho designed for small businesses that need simple deal tracking without complexity. |
A CRM and client lifecycle management tool for agencies and freelancers to manage leads, proposals, invoices, and clients. |
| Pricing |
Freemium (Free-$12/user/month) |
Freemium (Free-$18/user/month) |
| Key Features |
- Pipeline management
- Built-in telephony
- Email integration
- Workflow automation
- Connected pipelines
- Team pipelines
- Mobile app
- Custom dashboards
|
- Lead management
- Proposals
- Contracts
- Invoicing
- Client portal
- Email sequences
- Pipeline management
- Document management
|
| Pros |
- Very affordable
- Simple and focused
- Zoho ecosystem
- Good mobile app
|
- Built for agencies
- Proposal and invoicing
- Affordable
- All-in-one for freelancers
|
| Cons |
- Very basic features
- Limited customization
- Not for growing teams
- Minimal reporting
|
- Niche for agencies
- Basic CRM features
- Limited integrations
- Smaller company
|
