While using a web-surfing tool called Stumbleupon about 12 years ago, I landed on a page about Zoho and it’s products. I had been searching for a great CRM for my business and all the competitors that I had found were much more expensive and not as user friendly.
So here is a run-down of what I am using and hopefully you will find something of value can help you or your business.
I use Zoho CRM to run my day to day business. It helps me track every stage of my clients journey from prospect through to funding. It’s great for keeping in touch with my referral sources as well.
I use Zoho Books for all my accounting needs. It connects to many of the common payment processors links like Stripe or PayPal so you can send out invoices with a built in link and get paid much faster.
I use Zoho Bookings to schedule all my client meetings. I just send my clients a link, they pick the time that is convenient for them and then we meet through Zoho Meeting their video conference tool.
I use Zoho Mail for all my correspondence. It links seamlessly with my CRM so all my client communication is automatically saved to their contact profile.
I use Zoho Campaigns for any email marketing with my clients and referral sources. It syncs beautifully with my CRM and sends out amazing emails with all the back end analytics that you need to know what’s working and what’s not.
The chatbot on my website is also Zoho product called SalesIQ. It pings my Apple Watch, then my iPhone and my computer when I have a new visitor using chat on my website. This gives me the opportunity to communicate timely & effectively with those who visit my page. The Form that is on my website was created by Zoho Forms. That brings everything directly to my Zoho CRM.
I use Zoho Sign for all my clients mortgage approval documents. Now in the age of Covid where almost everything is done virtually this has been an amazing tool to have.
I am most likely leaving some products out of the mix but this should give you a pretty good idea about what is possible with their expert suite of products. What really makes this attractive for me is the fact that they have all these products bundled together as a package called Zoho One and what’s even better is the cost, which is only $30us per user per month! This is a tremendous value, compared to what you may already be paying for your CRM, your Zoom, your accounting program and all other similar products. So if you like any of these products please subscribe through my Zoho One Link and it will give you the most bang for the buck.
I really hope that I was able to add some value to your day and just make life more organized and structured. You won’t believe how much more effective these products make me.
I look forward to hearing from you in regard to your mortgage needs.
p.s.s- I should tell you that I am licensed in Nova Scotia, Ontario(M18001555) & in British Columbia(BCFSA #504098).