| I second Zoho One. Prior to about 6 months ago, I had used Salesforce for almost ten years. I was a big fan of it, but the cost and complexity for a small business became too much. I switched to Zoho One and use it to single handedly run an IT Services small business with $500k+ ARR. Out of the box it is capable enough, but over time, Ive been able to make even more improvements. I have integrations setup via web hooks/built in integrations, leads automatically created upon contact submissions to website, proposals/contracts generated via templates and mail merge, send docs for signature, etc. I’ve even automated parts that require non-user actions traditionally handled via typing the same email over and over again (e.g., sending invoice information to accounting). To do many of the things I described in Salesforce, it would have taken me significantly more time and cost much more money. Salesforce has a minimum user license requirement, as well as a requirement for annual contracts. Zoho allows for month-to-month and has no minimum. I almost feel like a shill for it now, so I’ll stop. However, I can’t recommend it highly enough. |