Again, if you need something with a ton of configuration
Posted: Sat Feb 22, 2025 6:26 am
The Accounts view looks similar (with even more "n/a" mentions):
account in zoho
When you open this account it looks like this:
zoho account
As you can see by looking at the scroll bar, this is a long page that lists all the entities potentially linked to the account, all below each other, grouped by entity type.
It took us a while to figure out where the timeline was hiding, but we finally found it in the newly introduced gray navigation menu on the left, under "Timeline." While all the other buttons in this navigation menu require you to scroll to a certain spot on the right side of the window, the "Timeline" button takes you to a new page.
options and buttons, you'll probably find a malaysia cell phone number list good match in Zoho's CRM. If we were to rank the CRMs in this comparison based on how easy (or fun) they are to use, Zoho would come in dead last.
Mobile accessibility
Just like Salesforce, Zoho offers a simplified mobile app . Compared to Salesforce, its design is rather plain.
It also has a weird bug that causes pink to appear on every record and throughout the navigation. Unfortunately, we couldn't fix it by restarting the app or changing the theme, so we had to include it in the screenshots.
You can perform all basic operations from the mobile application, such as creating, updating, deleting, ... entities, but also adding notes, attaching files, viewing reports, etc.
More advanced things like sending email campaigns or checking their results are not possible from the mobile app. It is also not possible to create reports, change settings, perform exports, ...
This means you are still dependent on your laptop when you are on the go.
Automation Capabilities
Zoho offers a plethora of features, including automation capabilities.
It can be a little overwhelming to research and understand what’s in each plan, so let us give you a quick rundown of the main data automation and email automation features (at the time of writing):
Bulk emails start from the Standard plan, but the amount you can send depends on the plan you have subscribed to.
account in zoho
When you open this account it looks like this:
zoho account
As you can see by looking at the scroll bar, this is a long page that lists all the entities potentially linked to the account, all below each other, grouped by entity type.
It took us a while to figure out where the timeline was hiding, but we finally found it in the newly introduced gray navigation menu on the left, under "Timeline." While all the other buttons in this navigation menu require you to scroll to a certain spot on the right side of the window, the "Timeline" button takes you to a new page.
options and buttons, you'll probably find a malaysia cell phone number list good match in Zoho's CRM. If we were to rank the CRMs in this comparison based on how easy (or fun) they are to use, Zoho would come in dead last.
Mobile accessibility
Just like Salesforce, Zoho offers a simplified mobile app . Compared to Salesforce, its design is rather plain.
It also has a weird bug that causes pink to appear on every record and throughout the navigation. Unfortunately, we couldn't fix it by restarting the app or changing the theme, so we had to include it in the screenshots.
You can perform all basic operations from the mobile application, such as creating, updating, deleting, ... entities, but also adding notes, attaching files, viewing reports, etc.
More advanced things like sending email campaigns or checking their results are not possible from the mobile app. It is also not possible to create reports, change settings, perform exports, ...
This means you are still dependent on your laptop when you are on the go.
Automation Capabilities
Zoho offers a plethora of features, including automation capabilities.
It can be a little overwhelming to research and understand what’s in each plan, so let us give you a quick rundown of the main data automation and email automation features (at the time of writing):
Bulk emails start from the Standard plan, but the amount you can send depends on the plan you have subscribed to.