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16 March 2015 • www.CPAPracticeAdvisor.com Reviews CRM SYSTEMS BEST FIT Zoho is a great solution for organizations that are serious about establishing a comprehensive process for tracking and managing all contact / client communications. Te scope of features available with Zoho exceeds the needs of most organizations. Ideally, you can start with the basics and grow your way into the more advanced fea- tures. STRENGTHS • Cloud based • Breadth of 16 integrated applications • Extensive customization capability • Flexible pricing models POTENTIAL LIMITATIONS • T he breadt h of apps a nd feat u res may be over- whelming SUMMARY & PRICING Zoho is a very comprehensive, easy to use and relatively inexpensive solution. You have the fexibility to sub- scribe to as few or as many of the apps/features as you need, therefore, you can avoid under buying or over buying a solution that doesn't meet your needs. Tere are three basic pricing plans: Standard at $5, Profes- sional at $10 and Enterprise at $15. All prices are based on a per-user, per month subscription model. In addi- tion, there is a multitude of add-on features and apps available. I recommend that you visit their website for a detailed comparison of the features provided with each of the pricing plans. www.Zoho.com BEST FIT Results CRM can fit very well in virtually any small business or accounting practice. If your organization uses QuickBooks, the integration is very deep and can really enhance your ability to maintain a good grip on all of your client or customer activity. If you want an integrated quoting, billing and collections management system, Results CRM will be even more valuable as your CRM solution. STRENGTHS • Integration with Quick Books • Integration with Outlook • Integration with Constant Contact email marketing system • Integration w ith Smar tVault and ShareFile cloud based fle storage solutions • Comprehensive contact / client / customer informa- tion tracking POTENTIAL LIMITATIONS • Not cloud based, you will need to incur additional costs if you want cloud accessibilit y v ia a hosting company. Developer has planned release of cloud version in Q2, 2015. SUMMARY & PRICING Tis is a very comprehensive system that seems to have an endless database of information and an extended feature set. Results CRM ofers three diferent subscrip- tion models: Standard is $19, Professional is $35 and Enterprise is $49. All prices are based on a per-user, per month model. I suggest you visit their website for a detailed feature comparison of the three alternative plans. www.Results-Software.com Zoho CRM Results CRM Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12049175 Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12049151 GOT APPS? CPA Practce Advisor's App Depot ofers quick access to the most popular apps designed for tax and accountng professionals. Helping you run your practce more efciently and proftably, whether you're in the ofce, on the road or teeing of on the 14th hole. Visit the App Depot today! www.CPAPractceAdvisor.com/Apps We Do!