AI Practice Management Software for Accountants vs Zoho CRM
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Detailed Comparison
Online CRM software for managing your sales, marketing, customer support, and inventory in a single system. | All-in-one AI practice management software for accountants and bookkeepers. Manage tasks, clients, workflows, and teams efficiently with automation and real-time visibility. |
Capture leads from your website- Seamlessly populate visitor data from your website into your CRM system. Publish spam-free forms and create time and context-sensitive contact strategies;Improve your Workflow- Automatically assign leads and customers to the reps best qualified to handle them;Pulse- Identify, target and follow-up on inactive leads. Use what you learn to refine and improve your sales efforts;Forecasting- Link data from the Opportunities Tracking tool to effectively set sales targets, track progress, and allocate resources to achieve your goals;MailMagnet- Reduce email clutter and focus only on what matters; Keep customers emails inside CRM;Mail Merge- Instantly create bulk Mail Merge documents - in either customized or standard templates;Document Library- Organize & share the latest marketing collateral with salespeople;Social CRM- Link customer's LinkedIn, Facebook and Twitter profiles into your Zoho CRM system;CRM On-The-Go- Stay connected and up-to-date wherever you go. Zoho’s Mobile Edition gives you instant access to customer info and sales activity on your iPad, iPhone, Android and BlackBerry devices;CRM for Google Apps- Zoho CRM works seamlessly with Google Apps, making it easy to collaborate, communicate and share. Whether it's Google Email, Docs, Contacts, Calendar or Tasks, everything’s tightly linked within your CRM account;Extend CRM- APIs, Webhooks & Custom Applications;Market Smarter- Campaigns, Mass Email & Autoresponders;Stay Secure- Profiles, Hierarchy, Groups & Data-Sharing | Task Management - Client Management - Analytics & Dashboard - Services & Workflow - Team & Communication - Unlimited Users - Leads Management - Proposals & Engagements - Email Sync & Advanced Communication - Client Portal - AI Features |
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Followers 207 | Followers 1 |
Votes 2 | Votes 1 |
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Integrations | |
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What are some alternatives to Zoho CRM, AI Practice Management Software for Accountants?
Airflow
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Salesforce Sales Cloud
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Pipedrive
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Streak
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OnePageCRM
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Zenaton
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Luigi
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