Zoho CRM Web Apps 版

Helpshift

Zoho Support

Zoho Support is a scalable help-desk solution for businesses of various sizes. By utilizing Zoho Support, businesses are able to build feature-rich help-desks that include ticket management, automation, and reporting tools. Businesses are able to engage with their customers across multiple channels, including various social media solutions and email. With robust workflow automations and request management tools, help-desks are able to manage and maintain large amounts of traffic. Mobile Support A really useful feature of Zoho Support is the ability for agents to answer tickets from anywhere using Zoho Support for iOS and Android. From within the app, users are able to view a feed that displays any recent updates in tickets. They can also choose to follow specific tickets, contacts or accounts. If any developments occur, it will show up automatically on the feed in real-time. Response times can be critical in dealing with customers, therefore the Zoho Support mobile app makes good use of push notifications, ensuring agents maintain rapid response times to tickets. Multi-Channel Request Support The ability to gather customer service requests from multiple channels is a superb way to build great customer satisfaction. Support from email, phone, social media, chat, self-service help center, forums and web forms are all supported on this platform. Zoho Support can be configured so managers can setup and maintain service-level agreements (SLAs). Tickets are created with a due date and time based on the pre-defined SLA. The software can automatically alert users or even re-assign the ticket to another agent. Automations Automations are a great way to improve productivity. By utilizing time based actions and macros, agents are able to maximise their time spent on activities. Zoho Support makes implementing flexible automation rules an easy affair. In this way, customers can be kept up to date regarding changes to their tickets, and any inactive tickets can be closed without wasting time and resources. Pricing Zoho Support uses a freemium, subscription pricing model, with a free 15 day trial available. The Free plan includes email ticketing, knowledge base, community forums, web contact form, default canned responses. This is useful for small businesses, however if you need integration with Zoho CRM then you need to move onto one of the paid plans. The Professional plan is priced at $12 per agent, per month. For this, you receive everything in the Free plan, plus workflows, time tracking, social media monitoring, custom reports and dashboards, custom canned responses, and phone integration. Zoho integrations and mobile versions are also available with this plan. Finally the Enterprise Plan is priced at $25 per agent, per month. At this level you receive everything that is available in the cheaper plans, plus scheduled reports, integration for multiple phone numbers, more workflows, and built-in live chat. Bottom Line Zoho Support is a good solution that can give businesses a clear, unified view of their customers’ requirements. With multi-channel ticket management, and custom reporting tools coupled with Zoho CRM integration, Zoho Support is a solid customer service solution that is best suited to SMBs, but as it is scalable can be used by larger organizations.

Zoho Books

Zoho Books is a solid, cloud based accounting platform that includes numerous tools, templates and features for all aspects of running a business, from creating clients and sending invoices, through to accepting payments and tracking expenses. Zoho Books has been designed specifically with freelancers and SMB’s in mind. It is a great choice for those who need an affordable, customizable solution for their accounting needs without compromising on features and capabilities. Create Invoices Automated invoice creation with easy-to-use custom branded templates is a great feature of Zoho Books. Variables such as tax and percentage discounts can be applied to the invoice, as well as custom data. With the use of Price Lists, you can input up to date information regarding current pricing for both internal and external users. As soon as invoices have been finalised, they can be emailed or printed for postage. Integrations Zoho Books app integration with 3rd party payment gateways such as Stripe, PayPal, PayPal Payflow Pro, Braintree, Authorize.net, and 2Checkout are all superb and work seamlessly, as do Zoho’s native apps such as Zoho CRM, Zoho Sheet, and Zoho Projects. Inventory The inventory module of Zoho Books includes invoices, price books, products, quotes, sales orders, vendors, and purchase orders. The ability to input and track purchase orders and sales orders is as simple as populating fields with data. The related accounts will then be updated accordingly. Pricing Zoho Books uses a subscription pricing model, with a free 14 day trial available (no credit card required). The service is available in 3 plans: Basic, Standard and Professional. The Basic plan is charged at $9 per organization, per month and for this you get features such as Invoices, Expenses, Time Tracking, Banking, 50 Contacts, 1 User and 1 Account, Multi-Currency and 5 Workflow Rules. Next up is the Standard plan, which is charged at $19 per organization, per month. For this you get the Basic Plan plus Bills, Vendor Credits, Recurring transactions, 500 Contacts, 2 Users and 1 Account, Custom Roles and 10 Rules per module. The Professional plan is charged at $29 per organization, per month. This comes equipped with all the features of the Standard plan, plus Purchase Orders, Sales Orders, Inventory, Unlimited Contacts, and Unlimited Users. With this plan you also have access to Zoho Inventory Basic Edition free. Bottom Line Zoho Books is best suited to Freelancers and SMB’s. It does have some really neat features, such as the ability to create and send trackable invoices. You can also track the status of bills, create estimates for new work, and track expenses and attach receipts. Overall, Zoho Books is a solid platform to work from. It has some useful tools, good task automation and you can gain increased functionality with several integrated apps.

Zoho Invoice

Zoho发票是当今市场上最坚如磐石的发票解决方案之一。它以合理的价格提供了一系列功能，并与其他Zoho解决方案进行了很好的集成，其中包括Zoho Books真正易于升级的选项，它提供了市场上其他解决方案所没有的可扩展性。 开票 Zoho发票的关键功能是能够创建，管理和跟踪发票。使用Zoho发票，这些可以直接发送给收款人，也可以制作纸质副本以通过邮寄方式发送。如果需要为定期付款创建任何发票，例如订阅服务使用的发票，则同样可以相应地创建它们。发票一经创建，便可以根据需要发送或保存。所有发票都将自动存储，并且可以随时检索以作进一步使用或复制。 时间跟踪和费用 Zoho Invoice的一个重要功能是管理者和员工都可以创建与项目关联的特定任务的方式。每个任务都可以进行时间跟踪并相应地计费。可以从台式机或移动设备创建和分配任何任务。这样，员工不必因为不在办公室而停止从事项目。 Zoho发票还允许用户跟踪费用并直接附加收据。这是一个省时的功能，不容忽视，因为它可以轻松地记录报销情况。 整合方式 Zoho Invoice与各种应用程序集成在一起，目的是简化记帐和付款。该应用程序与Stripe，PayPal，PayPal Payflow Pro，Braintree，Authorize.Net和2Checkout等在线支付网关集成。正如您所期望的，与其他Zoho应用程序（例如Zoho CRM和Zoho Projects）的集成是无缝的。 价钱 Zoho Invoice使用免费增值/订阅定价模式，并提供免费试用版（无需信用卡）。 Zoho Invoice有三项计划可供选择，还有一个免费选项。免费计划适用于25位客户，1位用户和多币种支持。对于50个客户，1个用户和多币种支持，基本计划的收费为$ 7。对于500个客户，3个用户，无限制的项目，无限制的发票和估计，标准计划的收费为$ 15。专业计划的费用为30美元，因此您可以获得无限制的客户，项目，发票，估算值和用户。 底线 Zoho发票是一种强大的帐户发票解决方案。使用Zoho发票，您可以创建，发送和管理专业发票。该系统允许您导入和使用现有联系人列表，也可以添加新联系人。使用Zoho发票，您还可以发布成本估算，以后可以将其转换为发票。客户端门户也是一种简洁的功能，它允许客户登录，查看待处理的交易，甚至进行付款。 Zoho Invoice支持多种语言和多种货币。

Zoho Docs

Zoho Docs是一个全面的文档管理解决方案，可用于创建，协作，存储和共享各种文档。借助对Zoho CRM，Zoho Projects和Zoho Mail的支持，Zoho Docs提供了一种全面而灵活的方式来共享文件，编辑和跟踪文档。 您不仅可以将所有文件安全地存储在集中的位置，而且Zoho Docs还将成为所有文档，电子表格，演示文稿，图片，音乐和视频的主页。 Zoho Docs充当在线协作工具，您可以在其中与团队成员共享文档和文件。共享文件易于访问，并且可以轻松地与其他地方的同事进行协作。使用Zoho Docs；您还可以使用存储的文件执行许多任务，例如归档，将文件附加到电子邮件以及导入/导出文档等。 文件共享与协作 与Zoho Docs共享文件与Google云端硬盘非常相似。在这里，您可以通过选择文件并共享来输入电子邮件地址并设置权限（文档具有永久链接，可在Zoho Docs外共享）。可以与您选择的任何人共享整个文件夹以及单个文档；从单个用户到多个组。 一个非常出色的安全功能是您可以共享文档，使用密码保护并设置到期日期。这样可以确保所有具有访问权限的用户都将在其到期时被拒绝访问。 行动应用程式 Zoho Docs还提供了一个Android和iOS应用程序，以使用户能够访问手机。该应用程序具有匹配的界面，用户可以以与台式计算机相同的方式访问，创建和编辑文件。该应用程序还允许您查看所有文件夹，按名称或日期对它们进行排序，以及搜索文件。 价钱 Zoho Docs使用免费增值订阅价格模式，并提供15天免费试用期（无需信用卡）。 Zoho Docs提供了三个计划供您选择：免费，标准版和企业版。免费计划可让您拥有25位用户，每位用户5 GB的免费空间。标准计划的价格为每位用户每月5美元，每位用户拥有50GB的存储空间。最后，企业计划的价格为每位用户每月8美元，每位用户100GB存储空间。免费计划包括无限的文件和文件夹共享，桌面同步，编辑工具，用户管理和版本历史记录。标准计划添加了任务，受密码保护的文档以及基于角色的访问。企业计划包括Standard的所有功能，以及将文档直接通过电子邮件发送到Zoho帐户，还原已删除的文档以及转移文件所有权的功能。 底线 Zoho Docs面向中小型企业，但是它具有可伸缩性，可以为各种规模的企业提供可负担的解决方案，以满足其文档管理需求。我们的平台非常易于使用，并为企业用户提供了一套专业的功能。其中包括文件共享和协作，项目管理和文档保留。 入门相对容易，学习曲线也较浅。还可以提供演示视频和入门指南，并通过电话和电子邮件提供支持。

CloudHub

CloudHub is the platform as a service (PaaS) component of Anypoint Platform. It provides users with a fully-managed, multi-tenanted, secure cloud platform dedicated for integration and APIs. It is available globally, making it easy for organizations to fully enjoy cloud-based integration as the system does not require continuous software updates or any hardware maintenance. CloudHub is rock solid integration platform for connecting enterprise apps on-premise and in the cloud. The Anypoint technology platform is able to deliver the fastest, most reliable integration experience. Using CloudHub eliminates costly point-to-point integration. CloudHub uses simplified development tooling, an extensive library of connectors and a solid, reliable cloud based platform, which enable organizations to be up and running in no time. CloudHub removes the need for complex integrations, and enables organizations to easily build high-performance, multi-protocol interactions between heterogeneous systems and services, whether that be on-premise or in the cloud. Pre Built Connectors CloudHub has numerous powerful features, including cloud scalability, pre-built connectors, visual data mapping, and a web-based dashboard. The system provides more than 120 out-of-box pre-built connectors designed to help users integrate with a huge collection of third-party apps and services such as Oracle, SAP, and Salesforce etc. Integrations CloudHub integrates well with the following applications: Box, Dropbox, Drupal, Facebook, GitHub, Google Calendar, Google Contacts, Google Drive, HubSpot, HubSpot CRM, Infor CRM, JIRA Software, LinkedIn, Microsoft Dynamics CRM, NetSuite, Oracle Service Cloud, Marketo, QuickBooks, PayPal, Salesforce Sales Cloud, ServiceNow, SAP CRM On demand, Slack, SharePoint, SugarCRM, Twitter, Twilio, Workday, Zendesk, Zoho CRM, and Zuora. CloudHub also has an API available, and it supports Linux, Mac, Windows, and Web-based platforms. Pricing CloudHub uses a freemium, open source, subscription pricing model, with a free trial available. Specific, tailored quotes are available on request directly from CloudHub. Bottom Line Overall, CloudHub is a secure, reliable, and scalable integration platform that allows developers to integrate and coordinate services and apps with operations, whilst giving them total control through a Web-based dashboard, and an eclipse-based ‘drag-and-drop’ interface for development. This is all undertaken without having to install or manage a hardware infrastructure. With no hardware to maintain and continuous software updates, CloudHub really delivers true cloud-based integration.

Chargify

Chargify是针对中小型企业的基于订阅的开票平台。有了它，您可以自动发送发票，也可以自动发送。它带有一些方便的工具和功能，例如，让您创建一个订单页面让客户注册您的产品或服务，然后管理他们自己的订阅。 报告中 Chargify有很多标准报告可供选择。可从您的仪表板访问报告功能。从这里，您可以查看已添加/丢失的订户和每月收入的概述。在“分析”页面上，您可以找到有关各种数据点的20多个报告，包括网站活动，注册成功/失败，升级和降级，信用卡过期和计量使用等。值得注意的是，Chargify不允许您从头开始构建自定义报告。 整合方式 Chargify通过名为Zapier的第三方集成服务与300多个应用程序集成。该服务使您可以自动将客户和交易与Mailchimp，Quickbooks，Freshbooks，Nimble，Base CRM，Zoho CRM，SugarCRM，Evernote，Basecamp，Trello和BigCommerce的服务进行同步。 价钱 Chargify使用基于订阅的定价模型并提供免费试用版（无需信用卡）。该公司不收取安装费，交易费，也没有合同。 直接联系Chargify了解当前价格。 底线 对于出售订阅的企业，Chargify是一个很好的平台。该服务旨在让客户自己管理付款，例如通过在付款页面上自定义他们自己的订单，或者通过登录自助服务门户以添加或删除服务，或更改付款信息等。尽管Chargify适用于大多数中小型企业，但它对于基于项目的企业（例如Web设计师）可能不是那么好，因为它不提供时间跟踪或估算工具。

Phone.com

Phone.com是一款强大的基于云的电话服务，专为企业家和小型企业量身定制。端到端系统易于设置和管理，并且可扩展以适应各种规模的企业。 Phone.com提供了一些非常有用的服务，例如本机iOS和Android应用程序。使用Phone.com应用程序，不再需要随身携带多个设备来成功管理您的业务。 Phone.com能够在单个移动电话上管理多个电话号码。这项服务很棒，因为它允许您仅携带一部手机就可以分离您的专业和个人资料。 在线传真 Phone.com服务允许您发送和接收传真。这是所有计划中都包含的一项很棒的功能，但值得注意的是，如果您采用按分钟计费的计划，则必须支付更高的费用。对于发送或接收的每个传真页面，您的帐户将被扣除等于1分钟的值。但是，如果您有无限的计划，则可以发送/接收无限的传真。 发送传真是一件很简单的事情。导航至扩展名页面，然后选择要从其发送传真的扩展名。左侧有一个菜单栏，从这里您将看到“发送传真”的选项。该服务使您可以直接键入消息或上载文档文件。 自动话务员 Phone.com可让您真正个性化您的商务沟通。借助Phone.com，您可以在用户拨打您的电话号码时设置自定义问候语，其方式与标准的自定义外向语音留言非常相似。但是，Phone.com的一个非常酷的功能是可以为呼叫者设置菜单，以将他们定向到他们尝试联系的部门或员工。 在您的帐户上设置问候语很容易；您可以从手机录制问候语，输入文字并以自动语音方式阅读它，或上传音频文件。然后创建一个“菜单”，使呼叫者可以通过按相应的键盘按钮来路由他们的呼叫。 1个用于销售，2个用于管理等。配置后，自动话务员易于管理。 整合方式 Phone.com可以通过称为Callinize的第三方服务连接到许多不同的CRM。支持的服务包括Insightly，Salesforce，REthink，SugarCRM和Zoho。 价钱 Phone.com使用带有免费试用版的订阅定价模式（无需信用卡）。基本计划的每月费用为9.99美元起。其中包括100分钟的通话时间（免费电话分钟不收费）所有40多种功能，免费电话或本地电话号码以及美国的24x7支持还有另外两个分钟的选择； 1）超过100分钟的按分钟计费，低至2.5美分； 2）无限扩展，低至$ 19.99 /月。 底线 Phone.com是一项简单的服务，可以立即进行设置和运行。该服务可通过包含单个电话线和基本功能的软件包扩展到可以拥有多个用户的更高级的系统。

QuickBooks Online

QuickBooks Online是基于云的财务套件，专门为中小型企业设计，可以从一个平台执行会计，计费和发票任务。使用QuickBooks Online，您可以创建和管理发票，打印支票，跟踪付款，核对银行和信用卡交易，管理账单并创建估计。 QuickBooks Online具有直观和用户友好的界面，可与iOS设备以及Android驱动的智能手机和平板电脑的移动工具一起使用，从而提供了更灵活，更省时的方式来管理财务交易，例如创建发票和跟踪旅途中的支出。 内置报告 QuickBooks Online提供了许多预建报告供您选择，这些报告可以直观地显示您企业的整体财务状况。这些报告分为几个不同的类别：业务概述，管理应收帐款，应付帐款，会计报告，对帐报告，管理产品和库存，审查销售，审查费用和采购，管理营业税和管理雇员。 要创建报告，请从QuickBooks仪表板导航到“报告”，然后只需选择所需的报告类型。如果需要自定义报告字段，可以根据需要在此处进行。接下来，从下拉菜单中选择交易日期或指定目标日期范围。最后，单击“运行报告”。产生的信息可以打印，通过电子邮件发送或导出为Excel文件。 网上银行整合 借助QuickBooks Online的银行业务集成，您可以安全地连接和同步在线银行供稿，从而自动收集财务交易。这是一项很棒的省时功能，省去了手动输入数据的麻烦。同步后，使用银行存储的信息以及进出账户的资金（例如金额，交易日期和交易发生的地点），您可以接受或删除交易。然后，您可以对其进行分类并将其分配给供应商或客户。 将您的银行连接到Quickbooks Online帐户非常简单。从QuickBooks Online仪表板导航，选择“交易”，然后选择“银行业务”。在屏幕的右上角，有一个标记为“添加帐户”的蓝色按钮。在此将提示您输入银行的名称或URL。您也可以从流行的金融机构列表中进行选择。您还将需要您的网上银行用户名和密码来建立安全连接。验证登录凭据后，只需按照提示继续操作即可。 发票创建 仪表板的布局易于浏览，并且对大多数用户而言都很熟悉。在QuickBooks Online仪表板的顶部，中间，有三个按钮，可让您查看最近的交易，搜索交易以及创建发票。要创建发票，只需单击加号（+）按钮，然后从下拉菜单中选择“发票”。然后将显示“发票”页面，然后在其中填充数据，例如客户名称，电子邮件地址，账单地址，付款条件，发票日期和到期日。您可以手动输入产品/服务行项目，或从预定义字段中选择它们。任何税额计算和折扣都会自动从发票金额中扣除，可在屏幕的右上角查看。也可以通过添加公司徽标，背景图片，选择自己的字体并指定自定义字段来对发票打上商标。有用的发票可以单独或分批发送。 整合方式 QuickBooks Online与其他QuickBooks应用程序无缝集成，例如QuickBooks Payments和QuickBooks Payroll。 QuickBooks Online还提供诸如Bill.com，Jobber，Mavenlink，Method CRM，Shoeboxed和TSheets之类的附件。 QuickBooks Online还与以下应用程序和服务集成； Abacus，Chrometa，Concur，Fundbox，Gusto，Insightly，NimbleSchedule，PayPal TriNet费用，收据银行，Shopify，Vend，Workfront，Zendesk，Zoho CRM，未发布的软件，Xpenditure费用，通过Webgility统一和VeriClock。 QuickBooks Online还具有可用的API。 QuickBooks Online支持英语，法语，葡萄牙语，并且在Android和iOS设备上受支持。 价钱 QuickBooks Online使用一种订阅定价模型，该模型具有免费试用版（不需要信用卡），它具有三种定价计划：Simple Start，Essentials和Plus。 Simple Start的价格为每月9.99美元，可让一个用户核对银行交易并创建估算值和发票。数据可以与两个会计师共享。 Essentials计划的价格为19.99美元，包括Simple Start计划的所有功能，以及额外的应付帐款功能，该功能最多允许三个用户跟踪和支付账单。最后，Plus计划的价格为每月29.99美元，最多可支持五个用户。它还随附库存和1099准备。 底线 QuickBooks Online是一个完整的会计解决方案。通过发票，账单，估算等，所有这些都可以从一个平台上获得。它具有适用于Android和iOS设备的本机移动应用程序，可让您随时随地跟踪企业的财务状况。 QuickBooks Online易于设置且高度可定制。借助自动同步工具来链接您的银行帐户和信用卡帐户，QuickBooks Online为您提供了一种与会计师或簿记员进行协作的简便方法。

FreshDesk

Freshdesk是一组完全可自定义的工具，可提供现代服务台所需的所有功能。从强大的多渠道功能，智能自动化和高级票务到集成的游戏机制，Freshdesk是具有前瞻性的解决方案，可提供基于云的高质量客户支持。 Freshdesk提供了简化且结构合理的帮助台解决方案，既高效又易于管理。它使用智能票务系统对所有传入票证进行排序，并对客户请求进行组织，区分优先级和排序，并相应地分配它们。 Freshdesk还充分利用了公司的知识库，该知识库会自动更新以包括来自已存档电子邮件，对话和票务解决方案的数据。 Freshdesk的知识库功能非常有效，它具有一个全面的文章存档，该存档存档经过简化，简单并且易于从代理商和客户方面进行导航。这是Freshdesk的一项非常有用的功能，因为拥有丰富知识库的支持部门通常会收到较少的客户请求。 高级票务 Freshdesk提供了一种自动售票系统，可以对所有入场票进行分类并相应地分配票。通过使用具有针对服务工作流程的预定义参数的标准SLA或针对具有特定需求和要求的优先客户的自定义SLA，可以为您的所有客户提供最高水平的可用客户服务。可以通过“票证”选项卡进行自定义和配置。从那里可以轻松设置所需的所有票证规则和工作流程。 多渠道支持 Freshdesk旨在通过多种平台集成来自动化任务并节省故障单解决时间。主要途径是通过可配置的电子邮件集成。这个非常有用的Freshdesk工具允许代理商直接从其公司的电子邮件帐户管理，更新，回复和分配故障单。 Freshdesk允许您配置这些请求，以便将发送到公司帐户的所有电子邮件记录为票证。而这些又可以被分类，划分优先级并分配给正确的代理，并且由于您可以定义请求的行为规则，因此票证将始终转到正确的支持代理。 Freshdesk的一个非常方便的功能是“电子邮件到知识库”。可以将此工具设置为自动将电子邮件主题或票证回复转换为知识库档案的文章。该数据将另存为草稿信息，可以在知识库中公开之前进行编辑。 Freshdesk还支持Facebook和Twitter等社交媒体平台。这是一个非常有用的工具，因为您可以实时回复这些渠道的紧急请求。 Freshdesk还具有称为Freshfone的实时聊天解决方案，Freshdesk是集成的语音电话系统。使用Freshfone，您可以从多个来源跟踪票证，并为客户提供更多的支持渠道。 游戏化 值得一提的一个非常酷的功能是Freshdesk的游戏化工具。借助集成的游戏机制，团队领导者和经理人员可以保持团队中所有成员的积极性。使用此工具，支持票成为前进排行榜的垫脚石。 Freshdesk Arcade将常规任务转变为游戏任务。您可以创建任务以确保优先级最高的故障单得到快速处理。该系统会奖励代理商以选择表现最佳的徽章。然后，这些徽章将显示在其帮助台资料上。 整合方式 Freshdesk提供数量不断增长的本机和第三方集成。本地集成包括Facebook和Twitter； Saleforce，Highrise，Zoho CRM，Sugar CRM和Capsule； Freshbooks和Harvest；来自吉拉的Atlassian； Google Analytics，Google日历，Gmail Gardets，Google环聊和Google云端硬盘； HelpOnClick和Snap Enagae； MailChimp，Campaign Monitor和恒定联系； Olark，Survey Monkey，Dropbox，Zapier和Shopify等。第三方集成包括Magento，Talkdesk，Kipfolio，Pipeliner，OneSky，Userlike，Woo Themes，Timecamp和Fromcrafts。 由于Freshdesk提供了称为Freshplugs的服务，因此也可以进行自定义集成。为方便起见，Freshdesk还提供了一个名为MobiHelp的移动服务台插件，可用于Android和iOS平台。 价钱 Freshdesk使用具有免费试用功能的订阅定价模型（无需信用卡）。它非常适合从自由职业者到中型企业的所有用户。 Freshdesk每月按支持代理的价格定价，并有4种不同的计划可供选择；新芽-每个代理每月15美元（前3个代理免费）。 Blossom-每个代理每月29美元。花园-每个代理每月49美元。财产-每个代理每月79美元。 Blossom计划包括社会支持，社区论坛和游戏机制。花园计划包括实时聊天，多种产品和多个位置。遗产计划包括企业报告，门户定制和定制代理角色。 底线 Freshdesk是管理完善的服务台解决方案，提供了简化且直观的Web界面。它具有良好的联机帮助部分，本机和自定义集成以及移动帮助台插件。凭借Freshdesk Arcade等出色功能，自动化的IT任务和票务以及多语言支持，Freshdesk是各种规模和规模的企业的理想选择。

TeamSupport

TeamSupport是一种客户支持解决方案，它使用协作功能和实时数据来更好地了解客户。这种主动的方法可以在客户甚至没有意识到需要它之前就向其提供支持。 TeamSupport并不是只专注于一对一的客户交流，而是鼓励团队全面合作以解决持续存在的问题。 TeamSupport开发了功能强大的用户界面，可将所有相关的客户数据集中在一起。它支持灵活的流程，并且平台本身的设计非常直观且易于使用。 定制客户服务门户 客户支持不仅在办公楼与9AM和5PM之间起作用。借助TeamSupport，您的组织能够创建自助服务门户，无论白天或黑夜，客户都可以在此自助服务或彼此自助。自定义自助式客户服务门户独木舟非常容易，然后放到公司网站中。集成完成后，客户便可以提交票证，然后对其进行跟进。他们还可以访问知识库，因此他们可以尝试回答自己的查询，社区论坛和协作Wiki功能。 团体票务 TeamSupport的一项很酷的功能是团体票务。将票证分配给一个组而不是一个人时，将通知该组的所有成员。您的组织可以根据需要创建任意多个组，单个用户可以属于多个组。 团体票务的一个重要功能是，当创建者不确定将票证分配给哪个个人时，便可以将其分配给一个团体。凭单创建者可以将凭单分配给一个组，而不用猜测或选择错误的个人。例如，支持团队，产品开发或质量检查团队。与所有团体票务一样，该团体的所有成员都将收到通知，并且这些成员中的任何一个都可以拥有该票证的所有权。 整合方式 TeamSupport提供了与各种应用程序和服务的高级本机集成，包括Beanstalk，Dropbox，Highrise，Jira，Mailchimp，NiceReply，Oracle Fusion，Salesforce和Zoho。 TeamSupport也在Zapier平台上，该平台允许客户连接他们每天使用的各种Web应用程序。 TeamSupport还具有强大的REST API，该API专为需要多个应用程序之间的自定义工作流功能的用户而设计。 价钱 TeamSupport提供两个计划，每个用户每月40美元起。还提供免费试用（无需信用卡）。客户可以每月通过信用卡付款，也可以选择提前6或12个月开具发票以享受折扣。计划价格为每位用户每月40美元起。企业计划的价格为每位用户每月$ 55 *。所有计划都包括无限的支持和培训，并且不收取实施费用 底线 TeamSupport是专门为B2B软件和科技公司设计和构建的。它通过增强实时内部协作并利用高级客户服务门户，集成的屏幕录像，内置的报告工具和多渠道支持来提供客户支持。协作功能可帮助多个部门共同建立客户关系。借助一系列工具来帮助您更深入地了解客户需求，您可以了解为什么TeamSupport是许多IT组织首选的CRM。 *年度帐单。

Base CRM

Base CRM is a cloud-based sales and contact management solution, which enables sales teams to become more effective, productive and therefore close more deals. It uses integrated sales productivity tools for sales reps and advanced visual reporting for sales managers. The platform uses an intuitive and user-friendly drag-and-drop interface, which affords sales professionals full visibility into intricacies of their sales pipelines, in order to create, track and manage achievable goals for individual reps and sales teams. Base Workflow Automation Employing workflow automations produces numerous benefits, including reducing employee errors, empowering employees to manage tasks with minimal supervision, and being able to complete more tasks, more efficiently. With Base CRM, the user can call directly from the web app, where the calls are automatically logged for future reviewing. This data is then included for reports, in order to measure both individual and team performance. Base Mobility As more sales professionals are relying on their smartphones and tablet devices to work with whilst away from the office, the need for a feature rich mobile CRM is ever more in demand, and Base CRM provides such a service.* Base CRM has an integrated mobile map feature, called Base Geolocation, which allows users to see where contacts, leads and deals are on a geographical map. This allows users to schedule more efficient and less time-consuming customer visits, and calculate if additional sales reps need to be assigned to a specific area. The app also comes with handy one-touch driving directions to make it easier to schedule business trips. *Base CRM has native apps available for iOS, Windows Phone and Android powered devices. Integrations Base CRM has native integrations with apps and services such as Dropbox, Facebook, Google Apps, Harvest, LinkedIn, MailChimp, Outlook, Quote Roller, and Xero. There is also an open API client, which is able to integrate with any third-party app. Pricing Base CRM uses a subscription pricing model, with plans starting from $25.00 per seat, per month for the Starter plan, rising to $125 per seat, per month for the Enterprise plan. There is a free 14-day trial available (no credit card required). The Start plan includes premium integrations, email automation, native mobile apps, geolocation, Base Voice, and call recording. The Professional plan offers all Starter features plus document repository, task automation, sales forecasting, and advanced sales insights. Finally, the Enterprise plan has all the Professional features, plus additions such as call analytics and reporting, phone auto dialer, call scripts, teams and user-based permissions, and lead and deal scoring. Bottom Line Base CRM is a multifunctional account management and sales productivity tool that offers a sturdy cloud-based CRM solution that encompasses a whole catalogue of features, including contact and lead management, sales tracking and reporting, pipeline analysis, email and workflow automation, sales performance analysis, sales goals creation, advanced sales insights, and data management. With an intuitive and user friendly interface, mobile apps for iOS, Android and Windows Phone, and an array of integrations with sought-after apps and services, you can see why numerous organizations use Base CRM.

Zoho Projects

Zoho Projects is a feature-rich project management solution that has an good array of collaboration tools, coupled with useful bug tracking utilities. The platform is packed with functions that improve team collaboration, making project monitoring an easy affair. It is able to provide users with a multifaceted view of a project, as it happens in real-time. Zoho Projects can be used by a varied range of businesses and is especially suited for SMBs. The bug tracking features make it particularly relevant to the software development industry. Interactive Forums A great feature of Zoho Projects are the interactive forums. Within the confines of Zoho Project’s interactive forums, users are able to post topics, discuss important ideas, and share knowledge. Users are able to upload images or links as well as text to discussions. When you post a new topic in a forum, Zoho Projects will notify any team members who may be interested. The forums are organized into categories, and users can watch specific topics, which are applicable by using Zoho Projects’ 'watch a topic' feature. Gantt Charts Gantt charts are a superb way to give teams a visualized representation of a project. Whether that be by means of task progression, list progression, or individually reached milestones within a project. Zoho Projects’ Gantt view has two charts to choose from; Chronology charts and Milestone charts. The Chronology charts present tasks sequentially, whilst the Milestone chart shows a users’ milestones, the task lists those milestones contain, and any related tasks. Editing any part of a task, for instance the start or end date, or moving a whole task for that matter, is very straightforward; a user simply needs to drag a bar to the appropriate space. Task dependancies can also be set and filters can be added to Gantt charts based on set criteria. The link between tasks and Gantt charts are seamless; as you manually update a task's completion level, the Gantt chart will also update automatically. Pricing Zoho Projects uses a freemium/subscription pricing model with a free trial available (no credit card required). Plans start from $20 per month for the Express plan. The next tier is the Premium plan, which is charged at $35 per month. The Enterprise plan is directed towards larger teams and is priced at $80 per month. Bottom Line Zoho Projects is a really well designed solution to project management. Managers can get a complete overview of events as they occur in real-time, or have the ability to drill down to track the progress of individual tasks. With Zoho Projects, teams have the ability to collaborate how they see fit, utilizing various tools such as interactive forums in order to work together in a more productive way. Zoho Projects has a simple user interface for creating projects. It allows you to set up tasks by project or by milestone within a project. You can also set up predecessor tasks and dependency tasks. With calendar views, team chat features and a great selection of third party integrations, Zoho Projects is a great platform to consider if you run a SMB.