Hi All

New to forum so hope someone can help me. Apologies if in wrong forum  please feel free to move

I need to know if Zoho is the correct application for my business. I need a system to track the ‘post sale’ process of my business. We are a claims management company who make claims on behalf of clients. These claims follow a standard process over a defined timescale (usually). I need system to track which stage each clients ‘case’ is at and to issue reminders when deadlines are breached. I also need to be able to create letters both to client and insurer at various stages of the process so require a ‘mail merge’ type of facility and also the ability to create a templated letter while inside the clients file etc.

From what I can see, Zoho appears to be more centred on the ‘pre –sale’/prospecting period and managing this relationship. I need to manage the administrative process. ). I also need to be able to report on the status of each claim and then follow it through to invoice and payment.

I know there are specific programmes out there (Bright office and Proclaim mainly) However, Ive read such great things about Zoho, Im conscious I might not be approaching the problem correctly and not identifying my needs in the context of this CRM. Or its entirely possible Im looking for Zoho to do things it wasn’t designed for…..

Thanks in advance