Tag: Zoho CRM

Top 6 CRM Apps

CRM Software helps companies to manage customer data and employee relationship. Small Business looking for CRM Apps to handle their increasing list of clients. As businesses grow to keep accurate records of customer you will need central customer relationship management software.

We have created lists of top 6 CRM apps and their features, to help small business.

Sr. No.	CRM Software	Free Users	Cloud-based	Free Storage	Free Contacts
1	Zoho CRM	10	Yes	1GB	Unlimited
2	Nimble CRM	1	No	2GB	–
3	Insightly	2	Yes	200Mb	2500
4	Salesforce CRM	1	Yes	2GB	–
5	Highrise	2	No	2GB	250
6	Sugar CRM	1	Yes	5GB	–

1) Zoho CRM :

Zoho CRM is a great option for a small startup business. It provides detailed reporting features. The free edition of Zoho CRM is for 10 users. It also comes with the mobile app. Their first step upgrade for 10,000 records is only $12/user/month. Zoho CRM is user-friendly, cost-effective, easy to use and data can easily be uploaded from Excel sheets. It gives you full customization and provides flexible functionality for small businesses.

You can extend the CRM functionality by integrating with popular application QuickBooks, Google Apps, Constant Contact; as well as cloud-based connectors like Kloud Connectors.

https://www.kloudconnectors.com/zohocrmconnectors

2) Nimble CRM:

If your business depends on social media marketing then this CRM is best for your business. Nimble is simple platform use for getting information from social media channels, i.e Facebook, Twitter, and Linkedin. It automatically links features to business contacts. Nimble easily imports basic Contact information from Facebook, Linkedin, Google+, email, and phone. Integration is one of the things that makes Nimble more attractive.

Nimble helps you follow the leads with the highest chance of conversion. It ties together various departments with a single data source. CRM allows quick access to real-time sales. It creates reports instantly.

https://www.kloudconnectors.com/nimbleconnectors

3) Insightly CRM:

One of the best free CRM software provides end to end service. It’s designed for small business owners. Insightly free software up to 2 users, 2500 contacts and 200Mb free storage. But for advanced plan, you need to upgrade plan from $29/user/month.

Insightly Benefits:

It integrates easily.
It’s easy to use.
You can easily go social.
You can get training.

https://www.kloudconnectors.com/insightlyconnectors

4) Salesforce CRM:

Salesforce is all-in-one cloud-based CRM Software. This software is associated with larger businesses. Salesforce CRM Platform is easy to use and includes key features like contact, sales, workflow management, lead generation and much more. Paid Plan for the salesforce is starting at $25 per month per user. It will accelerate productivity. You can get more leads.

https://www.kloudconnectors.com/salesforceconnectors

5) Highrise CRM:

Highrise focus on helping you manage three key areas of business: Communication, task, and contacts. You can create a task and set reminders, and keep track of emails. It also tracks your leads and deals. The Highrise account is safe, secure and password protected. It offers 30 days free trial plans on all accounts. There three main plans basic, Plus, Premium and solo plan.

https://www.kloudconnectors.com/highriseconnectors

6) Sugar CRM:

The Best CRM Software list is not complete without SugarCRM. Because it is one of the most experienced Software. This CRM is friendly to all sized businesses. This is an open sourced system for the developers. So you can add functionality according to your business needs. SugarCRM comes with three paid plans starting at $40/user/month. It gives unlimited online support.

https://www.kloudconnectors.com/sugarcrmconnectors

February 19, 2018

New App: Integrate XCart with Zoho CRM Connector

XCart to Zoho CRM Connector is here!

Kloud Connectors is happy to announce an addition of one more Connector to our family, XCart Connector for Zoho CRM. Now, XCart MarketPlace users can sync their Customers, Products & Sales Orders related Customers and Products seamlessly with one of the best online customer relationship management system i.e. Zoho CRM.

Customer engagement is very critical for any eCommerce shop. But customer’s data should be available in the CRM system so that one can send campaigns and cross/upsell. Hence we designed this connector to address this issue. It allows you to sync XCart Sales Orders, related customers, and Products with Zoho CRM. This ensures your eCommerce Operations and Sales/Marketing teams are on the same page.

This integration between XCart and Zoho CRM by Kloud Connectors gives you an ability to schedule the automated syncs. This way, you don’t have to remember to sync them manually, the changes will get synced automatically every day at the time of your choice. The dashboard of Kloud Connectors account also shows Sync Details, Sync Errors (if any). Because of this one can take corrective actions immediately. One can also configure the connector to receive an email so that you don’t have to log in to the account every day. Therefore, email would be sent only when there are errors.

Giving such transparency in syncs, such control over data to all the users is a hallmark of Kloud Connectors. And for this connector as well, we have provided all these features. This will give a consistent experience to all our users. As usual, this connector comes with unlimited data sync capabilities.

15 days Free Trial is available for XCart Connector for Zoho CRM so that you can see it in action before clicking the buy button. KloudConnectors has priced this connector very attractively at $39.99 per month. Furthermore, the connector also comes with an unlimited number of records syncs. In conclusion, use this connector and never do the manual data entry again.

If you are a XCart eCommerce User and Zoho CRM fan, why don’t you give it a try? Trial is Free.

Watch How to Setup XCart to Zoho CRM

July 3, 2017
XCart Connector for Zoho Inventory is here !

XCart Connector for Zoho Inventory is here!

Kloud Connectors is happy to announce an addition of one more Connector to their family, XCart Connector for Zoho Inventory. Now, XCart eCommerce users can sync their Sales Orders, Customers & Products seamlessly with one of the best online Inventory management System which is Zoho Inventory.

Managing Inventory is probably the most critical for any eCommerce shop. Business Success depends on effective management of Inventory and orders. Therefore, this connector was designed to address this problem. One can sync XCart Sales Orders, related customers and also Products with Zoho Inventory. This ensures your eCommerce/ inventory management/warehouse management team are on the same page.

This integration between XCart and Zoho Inventory by Kloud Connectors gives you an ability to schedule automated syncs. Hence, you don’t have to remember to sync them manually. The changes will also get synced automatically at the predefined time of your choice. Furthermore, the Dashboard of Kloud Connectors account shows your Sync Details, Sync Errors(if any so that you can take corrective actions immediately). And finally, one can also configure the connector to receive an email so that you don’t have to log in to the account every day, email would be sent only when there are errors.

Giving such transparency in syncs, such control over data to all the users is a hallmark of Kloud Connectors. And for this connector as well, we have provided all these features. This will give a consistent experience to all our users. As usual, this connector comes with unlimited data sync capabilities.

Furthermore, 15 days Free Trial is available for XCart Connector for Zoho Inventory. Hence, you can see it in action before clicking the buy button. This connector is priced very attractively at US$ 39.99 per month.

If you are a XCart MarketPlace User and Zoho Inventory fan, why don’t you give it a try? Trial is Free.

Watch How to setup XCart to Zoho Inventory

July 3, 2017
11 Online Tools Every Entrepreneur Must Use in 2017
Top 11 Online Business Tools Every Entrepreneur Must Use in 2017.

Customer Relationship Management:

We believe that this is the single most important tool that every entrepreneur should use. CRM tools basically help with Marketing automation, sales automation, and support automation. There are various tools that we like in this space. These tools are as follows:
- Zoho CRM
- Salesforce
Email Marketing system:

Email marketing is very important tools for sending out newsletters, campaigns, nurturing your leads etc We strongly recommend MailChimp and constant Contact, Campaign Monitor, iContact, Zoho Campaigns which are leaders in this field.

Project Management suite:

If you are working on various projects, project management systems help you to track all your projects in a single system. There are various tools that one can use. But we recommend Asana, Trello, Zoho Projects for this.

Online HelpDesk system:

Customer support is a very important function of the business. There are various online help desk software. We like Zoho Help Desk, FreshDesk, and ZenDesk in this category. We use Zoho Help Desk.

Analytics:

It is important to know about your website visitors and we recommend none other than Google Analytics in this category. This a free tool and gives you actionable insights into your website visitors.

Social Media Marketing:

Social Media marketing has become an integral part of the business. Posting on all the accounts can be very cumbersome and tracking them all is even more difficult. One should use tools which help in posting on various platforms and also allow one to track all the conversations in a single window. We like HooteSuite and Bufferly in this space. We use HooteSuite for managing our social media accounts.

Bookkeeping / Accounting software:

Online accounting is fun and helps you to improve your cash flow. One can create invoices while traveling, book expenses in the real time and keep your accounting system up to date. Also, most of these online Softwares have banks feeds directly getting imported in the system automatically for easy bank reconciliation. This saves tons of time and allows entrepreneurs to do their accounting easily by themselves. We like ZohoBooks, Xero, QuickBooks Online, FreeAgent, Kashflow, FreshBooks in this segment. We recommend and use ZohoBooks.

One Way Sync

Unlimited Orders(+ Products,Contacts)

One Way Sync

Unlimited Customer and Suppliers

One Way Sync

Unlimited Customer and Suppliers

Online web chat:

One can interact with the customer directly when they visit your website. This can lead to better customer satisfaction and also improve your revenue. Getting answers real time through online chat is a great experience for the customer. There are few very popular software in this segment like Zopim ( acquired by ZenDesk), LiveChat, Zoho SalesIq etc. We like Zoho SalesIq as it also integrates well with our CRM system and HelpDesk system. It also gives you real insights about the customers when they visit your website. We recommend ZohoSalesIq.

Evernote:

We strongly recommend Evernote. This can be useful for anyone to capture notes during customer visits, meetings. You can take notes during the discussions, meetings and record it on Evernote. Once you are back in the office, you can also sync these notes with your CRM system if you are using connectors for syncing.

One Way Sync

Unlimited Notes – Unlimited Contacts

One Way Sync

Unlimited Notes – Unlimited Contacts

One Way Sync

Sync Unlimited Notes and Contacts

Business Collaboration Suite /Document creators:

Google Business suite which consists of Gmail, google docs, google hangout is an excellent suite for online collaboration and run your business completely online. We also like Zoho Suite which has Google Doc equivalent Zoho Docs and Zoho Mail. Zoho also has Zoho sites like Google sites. We recommend Google Suite and Zoho Docs.

Integration Tool – KLOUDCONNECTORS

There are many cloud integration tools which help you to attain the highest level of productivity. These cloud integration platforms integrate and sync your data across these cloud systems. Although there are lots of choices, we would strongly recommend KloudConnectors as they not only sync data but also integrate your business processes in different clouds. Eg. If you create an invoice through CRM system, it automatically creates that invoice in the accounting system and also when the invoice is marked as paid, it marks that invoice as paid in your CRM system. There is also a blog written on the differences between KloudConnectors and other integration tool called Zapier.
April 10, 2017
How to create a perfect campaign management system in 7 steps for Holiday season?

Holiday season is round the corner. Entrepreneurs can create a perfect Campaign Management system using Zoho CRM, MailChimp and KloudConnectors in 7 steps without breaking their bank .

Step I – Sign up for Zoho CRM :

Zoho CRM is one of the leading and value for money cloud based Customer Relationship Management system. They have different editions. Every edition has different features and price points. They have free , standard ( $12/month/person), Professional , Enterprise, CRM Plus and Ultimate editions. For creating campaign management system, we recommend you to sign up for at least standard plan. Free plan will work as well. Upload your leads and contact to respective modules in Zoho CRM. If you haven’t signed up Zoho CRM yet then you can easily sign up here.

Step II – Sign Up for MailChimp :

MailChimp is probably the best email marketing system. MailChimp has a free plan which allows you to send 12000 emails and offers 2000 free subscribers. If you want to send more emails or want to have more subscribers, you can sign up for higher paid plans.

Step III – Sign up for KloudConnectors :

KloudConnectors is a cloud integration platform which connects several popular saas systems. KloudConnectors has more than 55 ready connectors which integrates systems like Zoho CRM and MailChimp. KloudConnectors can integrate several other crm systems and also email marketing systems. It also has several connectors to connect your online stores ( Shopify, BigCommerce, WooCommerce, Magento, 1Shopping cart etc). Zoho and MailChimp connector ( Link) is available for a small sum of $19.99 for a month or at a discounted annual price of $179 per annum. Sign up for any of these subscription. KloudConnectors uses PayPal as a payment gateway so you are always in control of your subscription.

Step IV – Plan your campaign :

Create your email template in MailChimp. You can use standard template in MailChimp or design your own template using simple to use designer. Also create a MailChimp list where you want KloudConnectors to sync your leads or contacts.

Step V – Set up your connector in KloudConnectors :

You would need to follow instructions given in the User Guide of your connector on kloudconnector’s site and set up your connector. It is very easy to set up if you follow the instructions. It takes about 3 minutes to set up your connector. You can decide to sync your Leads/Contacts or Zoho CRM campaign to MailChimp list. You can also map the fields from your Lead/Contacts modules with MailChimp list. KloudConnectors sync your data every 12 hours or on demand. If you want to sync immediately, just press sync now and your data would be synced with MailChimp.

Step VI – Create a campaign in MailChimp using the list ( or segment in the list ) and the template created in earlier steps.

Step VII – Send or schedule your campaign in MailChimp

If you want to see the campaign results like open , bounced etc in Zoho CRM for your leads/contacts then select the checkbox for syncing campaign statistics check box in KloudConnector set up.

KloudConnectors also offers Constant Contact, Campaign Monitor and iContact Connectors for Zoho CRM. You can follow the same process for creating solid campaign management system using these software. Good luck !

November 10, 2016
Zoho CRM to SignNow Connector
KloudConnectors Announces Zoho CRM to SignNow connector !! Improve cashflow !!

Improve your Cashflow

Get your Zoho CRM Quotes Digitally signed with SignNow and save time !! KloudConnectors has announced Zoho CRM to SignNow connector to e-sign your quotes. The connector takes all the quotes from Zoho CRM which are of specific status and sends it to your customers for digital signature. This saves tons of time in printing, scanning and uploading your quotes. The connector also attaches signed quotes to respective quotes for reference. KloudConnectors always look for opportunities to make our customer’s life easier. We decided on SignNow because of their features and also cost. All other e-signature software had a higher cost of sending documents through API. SignNow is more value for money.

This helps in shorter sales cycle and improves your cashflow. The connector works in following manner:
1. Create a KloudConnectors account and try or buy the connector
2. Set up your connector
3. Create a quote in Zoho CRM
4. When the connector runs, it send the Quote for signature to your customer via SignNow for e-Signature
5. Your customer signs and the document is filed as attachment to this quote in Zoho CRM. Connector also keeps the status of the document by attaching notes to Quote
The connector creates a standard Quote template for e-Signature. We can also customize the quote template based on your exact template at an additional cost. Please get in touch with support@kloudconnectors.com for customizing your quote template.

Why use ZTSN?
- Automatically adds the Zoho CRM Quotes as Document in SignNow.
- Send the Document from SignNow to the related customer for the signature.
- Sync Back the signed document in Quote as Attachment and the statues of document is placed in notes.
- Stop going back and forth between your Zoho CRM and SignNow for Important Business information.
Features
- Schedule the Sync once and Enjoy the benefits every single day. Focus on your core business
- Connect your 2 most Important Systems of your Business, your CRM and your e-signature system.
- NEW* Sync any time
This connector is available for 15 days free trial.
October 21, 2016
WooCommerce to Zoho CRM connector is here !!

Kloud Connectors is happy to announce addition of one more Connector to our family, WooCommerce to Zoho CRM Connector (WooCTZ) . Now, WooCommerce users can sync their Sales Orders, Customers, Products and relevant taxes seamlessly with one of the best Customer relationship management software – Zoho CRM.

Managing customers and communicating with them is very critical for business success.  eCommerce shop needs to engage with their customers all the time. This connector is designed to follow help customers solve this problem. It allows you to sync WooCommerce Orders, Customers and Products with Zoho CRM. This ensures your sales team is equiped with the right information about their customers.

This integration between WooCommerce and Zoho CRM by Kloud Connectors gives you a facility to schedule the automatic syncs. This way, you don’t have to remember to sync them, the changes will get synced automatically everyday at the time of your choice. The dashboard of your Kloud Connectors account will show you Sync Details as well as Sync Errors if any, so that you can take corrective actions right there. Giving Such transparency in syncs, such control over data to all the users is a hallmark of Kloud Connectors. And for this connector as well, we have provided all these facilities to give a consistent experience to all our users. As usual, this connector comes with unlimited record sync capabilities.

15 days Free Trial is available for WooCommerce to Zoho CRM Conncetor. This will help you to  see it in action before clicking the buy button. This connector, has no sync limits on number of records. This connector is  priced very attractively at US$ 25 per month. For such a small amount, you can save 100s of hours in manual syncing and also increase your customer engagement through ZCRM.

If you are using WooCommerce and trying to increase your customers engagement and revenue,  why don’t you give it a try ? Trial is Free.If you have any questions, please get in touch with us on supportATkloudconnectors.com

August 24, 2016
Kloud Connectors announces new connectors, supports Salesforce, Highrise, Insightly, Vend, Quickbooks, FreeAgent

Kloud Connectors, the cloud integration platform that connects business processes residing in different Clouds, announced major upgrade by announcing new connectors and support for Salesforce, Highrise, Insightly, Vend and many more cloud Apps.

4th Dec 2014, Pune, India: Today, integration is one of the criteria people consider while choosing any cloud services for their business. If you are already using a couple of clouds like CRM, Accounting then while going for one more cloud to manage your Marketing, you look for compatibility. You look for easy integration with your existing clouds. And often after picking up a few best clouds you realize that there is no ready made integration available for these two. That means, you will either have to get such integration developed (spend time and money) or abandon one of those two clouds.
The Cloud companies are busy making their clouds better and powerful. Each one is busy adding more and more features to their cloud services. And it is practically impossible to expect these companies to come up with integration with each and every other cloud around. Even though they do provide some rudimentary integration with a few major clouds, it’s not always going to be enough. There are several companies who are trying to help customers in these areas. Customers no longer have to use a particular cloud just because it is already closely integrated with the one he has.
While announcing changes and addition of new connectors, Mr. Vinay Joshi, CEO of Suvichartech said “We have been around for two years now. We have a very stable customer base with customers in 30 countries. Till today, we were concentrating only on one platform. We have been getting enquiries for several other SaaS systems for creating Kloud Connectors. The amount of interest shown by these customers was, in fact, main driver why we felt compelled to develop them. We are announcing addition of Salesforce, Highrise, Insightly,Vend, Kashflow, FreeAgent, Quickbooks Online, Magento, Zendesk, Workflowmax , Eventbrite, Evernote to our platform.”
“We have launched 31 new connectors taking our ready connectors tally to impressive 39. Our portal was earlier centered around Zoho CRM. We have added few more connectors for Zoho CRM. Now we have 15 tightly integrated connectors for Zoho CRM alone. We hope that Zoho’s customers would benefit tremendously from these new connectors. We also hope that Salesforce, Highrise, Insightly, Vend, Kashflow, FreeAgent, Quickbooks, Magento, Zendesk, Workflowmax, Eventbrite, Evernote customers would find these new connectors useful. All Kloud Connectors are designed to give end users a broader choice, freedom to choose the best clouds for their business without worrying about Integration issues.” Mr. Joshi said in his closing remarks. He is admittedly sold out on Cloud, Social and Mobile Technologies which are picking up fast. He feels since each of these are quite important for their target segment (SMBs), we can expect Suvichartech to come up with many exciting products and services involving Cloud, Social and Mobile Technologies.
The one thing that sets apart Kloud Connectors from other integration platforms is the design of connectors. Every connector is designed for seamless business process execution in cloud. This is not a data dumping service from one place to other. The design of each connector is aimed towards facilitating the underlying purpose behind using those individual clouds.
For example, You use MailChimp to send out campaigns/newsletters. And you use Saleforce to store your relevant information about your customers. So the connector between them should work to help you send out those campaigns as well as capture relevant customer information for effective decision making. And that’s exactly what Salesforce to MailChimp connector (SFMC) does.
Cloud users are happy that clouds are continuously improving. That’s well and good. Since, Connectors sit on top of two constantly evolving software, guys at Kloud Connectors will have to be on their toes all the time. The functionality, the APIs of clouds keep changing and also the nature of integration demanded by customers keeps changing which is going to be a big challenge for those who create connectors. We at Kloud Connectors are confident of tackling this challenge just the way we have been doing all these years.
Kloud Connectors would be focusing on increasing their product portfolio in the next quarter so that we are able to reach more and more organizations by connecting more clouds; said the sources close to management of Suvichartech, the company behind Kloud Connectors portal.

About Suvichar Technologies:
Suvichar Technologies is an ISO 9001:2008 certified consulting and services company. It is a cloud adoption and cloud integration specialist which offers a broad range of products and services including CRM Implementation/optimization, custom SaaS app development among others. One can find more information by visiting website atwww.suvichartech.com and www.kloudconnectors.com.

A few lines about Clouds which Kloud Connectors has already connected:
Zoho:
Over 6 million users rely on Zoho products when it comes to online productivity, collaboration and business applications. Numerously awarded Zoho products are a hit with SMBs worldwide. More information about Zoho Corporation can be found at www.zoho.com.

Mailchimp:
MailChimp is a Email marketing service known for its commitment to User Experience and having a reputation of taking online security seriously. The catchy templates of MailChimp and their attractive forever free (freemium) plans make them a darling of online marketers. More information about MailChimp can be found atwww.mailchimp.com.

Constant Contact:
Constant Contact(CTCT), consistently ranked within 200 on Deloitte’s Technology Fast 500, has long been focused on giving powerful but affordable tools to small organization to grow better. Their email marketing service supported by KnowHow (free personalized coaching and product support) has helped many organizations connect and engage with their next great customer. More information about Constant Contatct can be found at www.constantcontact.com.

Campaign Monitor:
Elegant and beautiful templates combined with robust support have been hallmark of Email-marketing service by Campaign Monitor. Since 2004, they have added many big brands to their customers list spread across 100 countries. More information about Constant Contatct can be found at www.campaignmonitor.com.

Xero:
Xero is online accounting software for business. It is a web based system for invoicing/billing, accounts payable, bank reconciliation and bookkeeping. This publicly listed company backed by the likes of Craig Winkler (Australian Tech Entrepreneur), Peter Thiel (of Paypal) had a high profile IPO in 2007. More information about Xero can be found at www.xero.com.

1Shoppingcart:
They provide effective online tools to help small and large businesses, achieve success online. Their powerful, secure ecommerce storefront with Online Store Software helps many sell, promote, and grow world over. More information about 1Shopping cart can be found at www.1shoppingcart.com.
Shopify:
Shopify is an ecommerce platform that allows individuals and businesses to create online stores. Their powerful ecommerce website solution is easy for amateurs to start with and feature rich for experts. More information about Shopify can be found at www.shopify.com.
BigCommerce:
Launched in 2009, BigCommerce provides a comprehensive Cloud based service for retailers and merchants to manage e-commerce online and related tasks. Their affordable plans are tailored for small businesses to grow at their own pace. More information about BigCommerce can be found at www.BigCommerce.com.

February 2, 2016
Zoho CRM and FreshBooks Connector is here !!!

Kloud Connectors is happy to announce the addition of one more Connector to our family, Zoho CRM and FreshBooks Connector (ZTFB) . Now, Zoho CRM users can sync their Zoho Invoices, Accounts and Contacts seamlessly with one of the most exciting accounting software FreshBooks.

This two way connector is designed to follow the business process within companies. It allows you to sync Zoho Invoices, Accounts and Users with FreshBooks. It also brings back the invoice status in Zoho CRM when it is changed in FreshBooks. This ensures that both your sales and accounting team is on the same page.

This integration between Zoho CRM and FreshBooks by Kloud Connectors gives you a facility to schedule the syncs. This way, you don’t have to remember to sync them, the changes will get synced automatically everyday at a time of your choice. The dashboard of your Kloud Connectors account will show you Sync Details as well as Sync Errors if any, so that you can take corrective actions right there. Giving Such transparency in syncs, such control over data to all the users is a hallmark of Kloud Connectors. And for this connector as well, we have provided all these facilities to give a consistent experience to all our users. As usual, this connector comes with unlimited Invoice sync capabilities.

15 days Free Trial is available for ZTFB Conncetor so that you can see it in action before clicking the buy button. The price of monthly subscription, where there is no limit on number of records imposed by us, is priced attractively at US$ 15 per month. For such a small amount, what you get is a hassle free working with both the Clouds that you love, Zoho CRM and FreshBooks.

If you are a Zoho CRM User and FreshBooks fan, why don’t you give it a try ? Trial is Free.

December 17, 2013