| Overview |
A pipeline-centric micro CRM by Zoho designed for small businesses that need simple deal tracking without complexity. |
Business playbook and training platform for documenting processes, onboarding employees, and scaling company knowledge. |
| Pricing |
Freemium (Free-$12/user/month) |
Subscription ($300-custom/yr) |
| Key Features |
- Pipeline management
- Built-in telephony
- Email integration
- Workflow automation
- Connected pipelines
- Team pipelines
- Mobile app
- Custom dashboards
|
- Process documentation
- Training
- Onboarding
- Role assignments
- Testing
- Screen recording
- Templates
|
| Pros |
- Very affordable
- Simple and focused
- Zoho ecosystem
- Good mobile app
|
- Good for onboarding
- Process documentation
- Easy to use
- Training features
|
| Cons |
- Very basic features
- Limited customization
- Not for growing teams
- Minimal reporting
|
- Expensive
- Training focused
- Limited outside onboarding
|