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Pros
- Great implementation of locked notes feature.
- Can stack notes.
- Free.
Cons
- No Web or Windows apps.
- Can't upload documents.
- Limited sorting and organization features.
Bottom Line
Zoho Notebook is a free Mac app that makes note-taking simple, but to be really useful, it needs a web version and better organizational features.
Zoho Notebook is a free and lightweight note-taking and syncing app that debuted in mid 2016. It might be more accurate to say it re-debuted at that time, as that's when the company scrapped a previous product of the same name and started over again. When the app relaunched, the company only released an iPhone app. At the time, I could see where the app was headed, but the iPhone app was too version 1.0 (and devoid of any other sister apps to sync with) to be a serious contender against the likes of Evernote, Microsoft OneNote, or any other. The addition of an android app and the Mac version reviewed here are steps forward, but the lack of a Windows app and a web client count against it, for now.
Price and Platforms
Zoho Notebook is completely free to use, and that's an asset in the note-taking and syncing space, as I'll explain in a moment. There are no in-app purchases, no tiers of service to agonize over, and no storage limits. The only limit is a max file size of 50MB for uploads.
As of this writing, the service offers only three apps: Zoho Notebook for iPhone, one for Android, and one for Mac. A web app is in the works next, according to a representative. But as of now, you can only use Zoho Notebook on those three platforms. Granted, this is a review of the Mac software, but even if you're a die-hard Mac and iOS user, changes are good that you have to interact occasionally with Windows systems at work, school, and so on. It's even more likely you'll need or want to access their data from the web.
As I mentioned, the fact that Zoho Notebook is entirely free is a major selling point. The reason, in part, is because the leading app in the space, Evernote, angered a lot of users when it hiked its prices and eliminated many key features for members who used the free version of the product. Accounts now cost $69.99 per year for a Premium account and $34.99 per year for a Plus account. There is a free tier of service, too, but it limits you to syncing across only two devices, and you can upload just 60MB of data each month. There are other features that users of the free version of Evernote don't get, but those are the two most significant limitations.
Microsoft OneNote is the other major name in the note-taking and syncing space. OneNote has a much more generous free version, as well, without any feature restrictions. It uses OneDrive for storage, which gives anyone who signs up 5GB of space for free. If you pay for an Office 365 account, you get 1TB of space all told, although that space is shared among other Office Online apps.
A brand-new app in the note-taking and syncing space called Milanote (available as a web app only, as of this writing) limits free users to saving only 100 notes, images, or links. The app offers two paid subscription options that remove the upload limit: Milanote Professional, which costs $15 per month or $144 annually, and Milanote Professional Team, which costs $12.50 per person per month or $120 per person per year. Milanote's maximum file upload size is 10MB, which is a lot smaller than Zoho Notebook's.
Google Keep is another contender in the space that, like Zoho Notebook, is totally free. I find Google Keep doesn't offer enough to make it a very compelling app, however.
Note-Taking Features
The Zoho Notebook Mac app, found in the Mac App Store, takes very little time to install. All you need to create an account is an email address and a password.
The app represents your notes as collections of notebooks. These are depicted on-screen as actual paper notebooks that you fill with your notes. Each notebook can have a unique cover design.
The notes that you create and save into the notebooks can be text-based, including text with checklists, images, links, and audio recordings. A companion web clipper lets you save content you find online into a new note, as if you were clipping a newspaper or magazine article into a scrapbook without having to copy and paste it. For example, I clipped some recipes that I saw online and saved them into a Recipe notebook in just a few clicks of the mouse.
The web clipper can snip a simplified version of what you see online, stripping out ads and other unnecessary material, or you can choose to instead clip any part of a webpage by drawing a box around it and saving it as a flattened image. Evernote and Microsoft OneNote (Free at Apple.com) have similar web clippers.
Within a notebook, if you have notes that you want to group together, you can drag them on top of one another to create stacks. Touch gestures, like pinching and zooming, work when you have a Magic Trackpad($123.00 at Amazon) . You can scatter apart notes that are in a stack by zooming (that is, reverse-pinching) on them.
I like that Zoho Notebook keeps your note version history and lets you revert back to any previous copy whenever you want. I also really appreciate that you can lock individual notes, password-protecting them at the note level. Being able to lock notes gives you a little extra security with sensitive information you might put in your notes. When you lock notes, there's only one password across all your locked notes, rather than a unique password for each one. I like that all previews of locked notes are blurry, so that someone looking over your shoulder can't even get a glimpse of them unless they are unlocked.
Sharing and Collaboration
Zoho Notebook supports sharing notes, but not full collaboration. With a standard Mac share button, you can share a note through whatever channels you have enabled in macOS, such as Mail, Twitter, Messages, and so forth. When you share a note, your recipient receives the contents of the note, rather than a link to it. In other words, if you email a note, the image or text goes right into the body of the email.
There is no ability to collaboratively edit notes, however, which you can do in Evernote, OneNote, and Milanote. Cloud-based collaboration has become a driver of knowledge work, and Zoho Notebook is definitely missing out by offering neither that nor differing permissions levels in sharing (such as read only versus read and write).
What's Missing and Room for Improvement
While I was testing the app, I felt limited by the fact that I couldn't upload documents other than images. I reached out to the team at Zoho to make sure I didn't overlook some option to upload files, and they said it's the next feature due to be added. Sadly, it's not here yet.
On the subject of ways to upload your documents, Zoho Notebook doesn't include optical character recognition (OCR), either. OCR is a powerful productivity feature that turns images of text and PDF content into searchable text. With OCR, if you snap a photo of a whiteboard or a business card, everything written or typed in that picture gets analyzed as if it were typed text. Both Evernote and OneNote have it, though in Evernote it's a paid feature. It's a seriously important function that adds a lot of value.
Some people might like the display of stylized notebooks that you see when you fire up Zoho Notebook, but I found that view quite limiting. There are only two view options in the app: Notebook and All Notes. To work effectively with hundreds or thousands of notes, I'd need a tree structure or other similar view options that do away with the imagery to use the screen real estate more effectively.
Aside from those already mentioned, other missing features include the ability to add tags, the option to export entire notebooks or your whole Zoho Notebook account, and reminders. Tags are essential for anyone who keeps thousands of notes and has a need to sort them more finely than the default notebook level, or to sort across notebooks. Exporting is important in case you ever want to leave the app or support for it disappears, and you need to transfer your notes into a new app. Reminders, meaning the ability to add alerts to notes, are reportedly in the works.
Don't Rush to Sign Up
The addition of a Mac app signifies a big step forward for Zoho Notebook as a service, but the lack of a web app is still a big problem. Sure, you can sync among Android and iOS devices, but you can't get to your notes from a Windows computer or any machine for which you don't have permission to install software. The web app is a note-taking fail-safe option, and Zoho Notebook needs one.
Zoho Crm App For Mac
Even though it isn't as fully featured as Evernote or OneNote, Zoho Notebook still offers more than most lightweight competitors, such as Simplenote, and it doesn't cost a cent to use. It's not quite a must-have app yet, but when the improvements that are said to be in the works show up, it will definitely be worth considering.
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Further Reading
Zoho CRM empowers a global network of over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. Transform your business with the world’s favorite customer relationship management software.
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Zoho has been recognized for its innovation, relentless focus on re-invention, and an ever-expanding portfolio of enterprise-class business applications.
Winner of PCMag's Business Choice Awards for CRM
According to the PCMag survey, Zoho is the most recommended CRM and the only one with a positive NPS score among other leading CRM vendors.
Keep up the sales pace with
remote-ready features
Learn moreConduct sales meetings and presentations
Conduct presentations and meetings from within your CRM. Organize webinars, convert attendees to leads, and get webinar reports, all within your CRM.
Stay ahead of the numbers
Never lose track of sales and performance metrics, even while you are away. From dedicated mobile apps, to blended dashboards, our powerful AI tools ensure you are always ahead of the curve.
Collaborate with your team
Collaborate with your team through common feeds. Share insights, answer each other's questions, and send lead or deal updates to keep everyone on the same page.
Connect with your customers wherever they are
Read more about Omnichannel communication- Reach customers across every channel: telephone, email, live chat, and social media
- Get real-time notifications when customers interact with your business
- Measure the effectiveness of your customer communication and find the best time and channel to reach out to your customers
Save more time with automation
- Automate every aspect of your business and cut out time-intensive, repetitive tasks
- Streamline your lead nurturing process and make the most of every incoming lead
- Trigger instant actions, stay on top of activities, and follow up better with workflows
New to CRM? Get started with our “What is CRM?” guide.
Get real-time reports and insights
More about analytics- Make smarter business decisions with powerful, real-time analytics
- Measure and manage your organization’s territory-wide sales performance
- Track key performance indicators, including current trends and future predictions
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Conversational AI for smarter selling
- Find any information you need from your CRM data, instantly with the help of Zia, your AI-powered sales assistant
- Get advanced lead and deal predictions from Zia so that you can identify the leads that are likely to convert and ultimately close more deals
- Receive intelligent alerts, task reminders, and suggestions for the best times to contact your leads based on your past successful interactions
Join 150,000+ businesses who sell smarter, better and faster with Zoho CRM
Why choose Zoho CRM?
Read more- Simple, straightforward user interface with a minimal learning curve
- Flexible, month-to-month contracts supported by transparent pricing plans
- Deployment, consultation, onboarding, and training programs to help you get started smoothly
- Migration wizard to easily import data from spreadsheets or other CRM systems
- Fully extensible developer platform that facilitates tighter integration of CRM with external systems and applications
- Sell on the go with our award-winning CRM apps for both iOS and Android
How a leading global franchise development company scaled faster with the help of Zoho CRM
Brent Dowling, CEO, RainTree
Highly rated by
both critics and users
2019 Gartner Sales Force Automation (SFA) Magic Quadrant - Challenger
Best Sales Force Automation Software of 2019 as reviewed by customers
Best CRM Software for 2019 - Category Leader Ranking
Great User Experience Award 2018 by FinancesOnline
4.50/5
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4.20/5
4.00/5
4.00/5
Tightly integrated with the business apps you use every day
Learn moreTestimonials from the#ZohoCRMFamily
More CustomersReduced lead to real prospect time by 60%
$1 million to $20 million in just two years
An increase of repeat sales from 20% up to 40%
With Zoho CRM, we experienced a 65% increase in our sales pipeline. We also managed to reduce our lead to real prospect time by 60%, which is huge. I would definitely recommend Zoho CRM to companies that are experiencing complexity with sales and marketing and witnessing rapid growth.
Since switching to Zoho CRM, JusCollege has effectively managed the large volume of contacts flowing through the sales pipeline and has already increased its sales from $1 million to $20 million in just two years. We attribute this to Zoho – being organized, getting more visibility, seeing where the problem points are, and restructuring our business.
Zoho had all of the functionality that we could ever need, at a fraction of the cost of Salesforce. It felt much more intuitive, and I was sure we would be very happy moving forward with Zoho. In less than a year, The NetMen Corp has witnessed an increase of repeat customer sales from 20 percent up to 40 percent, as well as an overall increase in net income.
More CustomersImproved Sales.
Lasting Relationships.
Faster Growth.
What is CRM software?
CRM software is a technology that helps businesses build, maintain, and scale their relationships with their current and future customers. At its core, CRM holds all your customer data in one place and acts as an indispensable source of information for your entire organization. Starting from the point when a lead discovers your product or service to the moment that you close them as a deal, CRM brings greater visibility into an organization's processes and plays a vital role in offering a unified experience to your customers.
Why do I need a CRM software?
Without a CRM, your business will find it tough to manage customer information and offer support when they need it. The success of your business lies in winning repeat customers, and CRM systems play a huge role in achieving that. By helping your brand become more customer-centric, a CRM has a direct impact on your organization's growth and revenue, while drastically cutting down time spent on repetitive data entry and management.
Who uses a CRM?
CRM systems are generally used by sales, marketing, customer support, and service teams in an organization. A good CRM tool usually integrates well with external systems that the other teams in your organization may use. For example, the visibility of important data such as revenue, orders, and purchase information should ideally be shared by both the sales and finance teams in your organization. This avoids manual data entry across different platforms, and allows you to have contextual customer information available whenever they interact with you.
Why shouldn't I use spreadsheets to manage my customer relationships?
Spreadsheets are not designed to do CRM work. When more and more businesses are going digital, you don't want your sales and support teams to be moving backwards in their tech. While spreadsheets can certainly help you with basic information organization, the expectations of customers and the complexity of a growing business make spreadsheets less productive for everyday work. By exclusively using spreadsheets, your organization will miss out on all the important tools that a sales rep or customer service agent needs for success. Features like sales automation or integrations for email and phone have become the norm in business, and for good reason. Spreadsheets simply cannot compare.
How do I evaluate a CRM?
In order to make an investment toward a CRM, it is crucial for businesses to have a CRM evaluation method (or CRM metrics) in place. The prime concern of a CRM system is to improve relationships with customers and generate higher revenue. Therefore, it is necessary to identify if a prospective CRM is intended to track the efficiency of your sales and marketing teams, or to build a stronger relationship with your customers. Getting answers to questions like this will help determine your approach when acquiring a new CRM.
How do I choose a CRM?
Here are some key points that you should consider when choosing a CRM system:
Mapping your key requirements
Now that your organization is on the lookout for a new CRM, it would be good to start with a deep understanding of your current requirements and what exactly you need from a CRM software. If you are unsure about evaluating the product yourself, talk to a product expert, tell them your needs, and let them suggest the best possible solution for your business.
No hidden costs
The true hallmark of any good business software is that it shouldn't force you to pay extra with hidden charges and costly add-ons. Make sure that the vendor's complete pricing information is published online and that you are fully aware of what you are going to be paying upfront.
Ease of use
A CRM software is only as good as the people using it. This is where many CRM investments can go wrong. If your CRM isn't easy to understand out of the box, your team members may examine alternate ways to store data.
Flexiblity
No two businesses are the same, and neither are their requirements. Make sure the CRM that you choose is fully customizable and integrates with the other applications that you use every day.
Read online reviews
This is a great resource for learning the current experience of a product's users. Product reviews can help you in understanding everything about a CRM solution, from the best to the worst. You should also check if the vendor is active on social media and if they are responsive to customer questions.
Secure and compliant
This should go without saying—choose a vendor that puts security and privacy at the heart of their business. Your CRM should be fully compliant with all the latest security standards and regulations, such as GDPR.
What are the key features of a CRM system?
Here are some of the key features that should be a necessity for any CRM system you choose:
Sales force automation
A CRM software should help you streamline your critical sales functions, such as managing your leads, deals, activities, and forecasts. Perform tasks much faster and more accurately with easy-to-create workflows.
Process management
Your CRM should capture every step of your business process—from identifying a prospective buyer to closing a deal. Convert your offline process, map it into your CRM system, and execute complex business functions with ease.
Performance management
Every sale counts. Give your reps the necessary tools that will help them outperform themselves every single time. Get a better understanding of your territory-wise sales performance, future revenue projections, and lead predictions–all within your CRM.
Analytics
The ability to generate insights from sales data, spot trends, and track key metrics allows you to make data-driven decisions. These capabilities are key for any good CRM software.
Omnichannel communication
Your customers and prospects should be able to contact you using any channel that they prefer. A good CRM enables your business to receive, manage, and respond to messages from phone, email, social media, and online chat, all in one centralized place.
Team collaboration
Every member of your team should be able to have a unified communication platform to help them stay connected and work together, wherever they are.
Predictive sales and intelligence
AI is no longer just a buzzword, but an essential component of any CRM that you buy. Having an AI assistant in your CRM can help sales reps by providing contextual information, identifying anomalies, and providing proactive suggestions that can positively impact their closing rates.
Customization
Every business is unique. Make sure that the CRM you end up choosing is fully and easily customizable, integrates with other applications that you use every day, and reflects your business processes.
What are the different types of CRM software?
Based on type
Based on Industry
Based on size
Which is the best CRM software?
We might be a little biased here, but the fact remains that Zoho CRM is used to great success by more than 150,000 businesses of all sizes and types around the world. With more than two decades of delivering world-class software technology to the global business community, Zoho has been the winner of major awards in the CRM tech space and is consistently rated highly by both critics and users. We think Zoho CRM can be the perfect solution for your business, regardless of size and industry. Sign up for a free trial and start your CRM journey today with the world's favorite CRM solution.