| Overview |
A pipeline-centric micro CRM by Zoho designed for small businesses that need simple deal tracking without complexity. |
A CRM platform focused on helping financial advisors and B2B sales teams manage relationships and grow revenue. |
| Pricing |
Freemium (Free-$12/user/month) |
Subscription ($55-$80/user/month) |
| Key Features |
- Pipeline management
- Built-in telephony
- Email integration
- Workflow automation
- Connected pipelines
- Team pipelines
- Mobile app
- Custom dashboards
|
- Contact management
- Sales pipelines
- Marketing automation
- Customer service
- Business intelligence
- Deployment flexibility
- Mobile access
- Integration hub
|
| Pros |
- Very affordable
- Simple and focused
- Zoho ecosystem
- Good mobile app
|
- Good for financial advisors
- On-premise option
- Strong contact management
- Established company
|
| Cons |
- Very basic features
- Limited customization
- Not for growing teams
- Minimal reporting
|
- Dated interface
- Limited modern integrations
- Higher starting price
- Smaller development team
|
