| Overview |
A pipeline-centric micro CRM by Zoho designed for small businesses that need simple deal tracking without complexity. |
A free expense management and corporate card platform now part of BILL with real-time budgeting and automated reporting. |
| Pricing |
Freemium (Free-$12/user/month) |
Free (Free (revenue from interchange)) |
| Key Features |
- Pipeline management
- Built-in telephony
- Email integration
- Workflow automation
- Connected pipelines
- Team pipelines
- Mobile app
- Custom dashboards
|
- Corporate cards
- Real-time budgets
- Expense management
- Automated reporting
- Receipt capture
- Approval workflows
- Virtual cards
- Accounting sync
|
| Pros |
- Very affordable
- Simple and focused
- Zoho ecosystem
- Good mobile app
|
- Completely free
- Real-time budgeting
- Good approval workflows
- Virtual cards
|
| Cons |
- Very basic features
- Limited customization
- Not for growing teams
- Minimal reporting
|
- BILL acquisition changes
- Limited card rewards
- Requires credit approval
- US only
|
