I am struggling to find a software program that fits my small business. I definitely need a CRM and project management while integrating with my other programs. What do you use and suggest?

Sep 6

We get this question A LOT! Over the span of the last 10 years, we have used 4 different software programs. We changed software programs because they weren’t able to grow with us. The biggest issue we ran into was the ability to export or transfer our existing data from one system to another - it takes a lot of time (generally) and there is inevitably some data loss. That is why we recommend choosing a software program that may have more functionality than you need right now, so it can grow with you and prevent the painful software transition.

We have been using Zoho One for over 6 years now. We started using only a few modules such as CRM, Zoho People (HRIS), Zoho Projects (Project Management), and Cliq (Internal chat/audio/video). Once we were comfortable with those modules, we began building out and implementing other modules. To this day, we still do not use Zoho One to its fullest capacity especially because they are constantly adding new features and automation tools such as AI and workflow automations.

Overall, the software is similar to the abilities of Salesforce, but at a much lower price point, making it very affordable to small teams and small businesses. For more information and a comparison of software options, check out our Top 5 Project Management Software with CRM Integration for Small Business Teams article.

This Q&A does not constitute legal, accounting, or tax advice and

does not address state or local law.

April Salsbury

April Salsbury, MBA is a strategist, an analyst, an operational guru, a recognized leader and C-suite global healthcare executive with drive and focus for competitive markets. Co-host of The Business Forum Show and regular contributor to various business journals, she possess multi-functional and multi-national competencies with more than 15 years experience in business and healthcare. Her expertise is in invigorating revenue growth and infusing value of lean practices in growing companies through improvements to cash flow and operations management.

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