ZOHO

Jan 27, 2019

  1. IronHorse
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    IronHorse New Member

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    Just curious if there are any other Zoho users and if so if you would be willing to share your thoughts on the CRM. What you like about it or what you don’t like about it etc. I just recently purchased the Enterprize version and I am trying to move all my data from my old crm to Zoho and it seems to be a little overwhelming sometimes. I just want to make sure it is worth all the effort to make the change.
     
  2. russelltw
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    russelltw Guru

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    The great thing about zoho is that there are so many modules you can integrate with the CRM. The bad thing about zoho is exactly the same, which can be overwhelming.

    Learn how to use the CRM first. Learn how blueprints work and work flows operate. That will get you started. There are good videos on youtube. Then add other modules later.

    I know several other here on the forum that use it. Maybe they will jump in.
     
  3. Matthew King
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    Matthew King Guru

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    Another one I see people use his Hubspot. They have a free plan so you can get your feet wet, then add on as you need. We personally use AgencyBloc because they are an insurance CRM. We found that most CRMs that aren't focused on insurance need a lot of customization.
     
  4. IronHorse
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    IronHorse New Member

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    I currently use Advisors Assistant and they are focused on Insurance and investments. They are pretty good at somethings but they seem to have a ways to go in other areas. I have been with them almost 20 years and hated to leave but I feel like I need to do something to be able to keep growing. Thanks for the info!
     
  5. Glen Shelton
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    Glen Shelton Guru

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    Zoho was in the top 3 when I reviewed many of the CRMs being discussed among agents a couple of years ago - can’t wait to update this article soon!

    Here is the comparison article discussing ZoHo and other options: TOP 10 CRMS FOR INSURANCE AGENTS
     
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