I'm new to Zoho, but am loving what I'm seeing. I just can't figure out which product I can use to fulfill my requirements...
I need a simple contact/info management tool for various businesses. We have a standard questionnaire that we ask each business we're looking to buy from. Let's say there's a standard 10 questions we need to ask, in addition to basic contact info. This Template would be filled out by my employee as they make contact with the business, and ask the questions we need answered. We should be able to have custom fields on this template.
We then need to organize those templates into Categories or Folders, with sub-folders. For example-
Arizona--> Phoenix --> Business X
Arizona--> Phoenix --> Business Y
Arizona--> Phoenix --> Business Z
Arizona--> Tucson --> Business A
Arizona--> Tucson --> Business B
California--> San Diego --> Business 1
California--> Los Angelas--> Business 32C
The categories allow us to navigate through them quickly and easily to get to the basic info/Form we need for each contact.
What's the best way to do this with Zoho?