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.
Clustdoc helps Small business owners and teams streamline their onboarding processes in more than 70 countries. Many teams use Clustdoc to request, collect and manage clients documents, information and esignatures from clients and stakeholders without juggling between apps.
With Clustdoc you can: Automate client-facing processes - no more paper documents. Get rid of manual tasks and reduce back-and-forth. Stop chasing clients for files. Increase customer trust and engagement
Try out Clustdoc for free during 7-day and witness firsthand how Clustdoc empowers you to create a seamless customer experience while bringing more clarity and efficiency to your day-to-day operations.
Zoho CRM is recommended for small to medium-sized businesses that require a scalable solution to manage their customer relationships. It's ideal for organizations seeking to enhance their sales processes, improve customer engagement, and streamline business operations without incurring high costs. Additionally, companies already using Zoho's suite of applications may benefit from the seamless integration options available within the Zoho ecosystem.
Clustdoc is recommended for small to medium-sized enterprises, professional service providers, and teams that require structured and efficient processes for collecting and managing client documents.
Zoho CRM is recognized for its robust features and continuous updates, making it a strong contender in the customer relationship management space. Users appreciate its customization options, which allow businesses to tailor the CRM to their specific needs, enhancing usability and effectiveness.
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.
Clustdoc 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 2 years ago
I'm looking for a WordPress plugin, something similar to Clust Docs that allows me to:. Source: almost 4 years ago
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
SuiteDash - Integrated & Automated Client Portal Software : Secure Web Based Client or Customer Login Portals : White Label SaaS Project Management System, Online CRM Tool, Browser Based Invoicing & Recurring Billing, Time Tracker, Client File Upload, , All in …
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.
Clinked - White-label Client and Team Workspace
Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.
Onehub - Onehub helps businesses securely share and control files in the cloud.