Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho has over 40 in-built app integrations and 500+ third-party extensions to choose from. More than 60 million users worldwide trust Zoho.
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Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.
Anaplan might be a bit more popular than Zoho CRM. We know about 1 link to it since March 2021 and only 1 link to Zoho CRM. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Another option would be zoho.com/crm. We used this one at a much smaller firm that I worked at (5 attorneys, 3 paralegals, 1 secretary). Source: over 1 year ago
Anaplan (anaplan.com) is an option as you'll need to setup an integration via tray.io. They are not add-ons but separate applications that will take your Xero data and replicate a copy of the data into Anaplan. Once the Xero data is in Anaplan you'll be able to do the detailed Cash Flow. I don't work for any of the companies discussed here. Source: about 1 year ago
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