Hello,

 

I have a tour operator business and we have a mix of B2B and B2C contacts (around 2,000 total).

 

We currently use Salesforce Group Edition, but want to migrate to Zoho. Salesforce seems to have forgotten small business and is far too expensive for their Professional / Enterprise editions, which are the only editions that support "Person Accounts", ie. B2C contacts that are not assigned to an Account / Company.

 

A workaround in their Group edition was to create an Account called "Individuals" and assigns travellers etc to this. It's becoming difficult to manage this though with around 1,800 individuals in this 1 account.

 

How is this best managed in Zoho CRM? Will simply removing the Mandatory setting for Accounts (ie. so contacts aren't assigned to an account) cause any limitations? eg. exporting data, tracking enquiry sources etc.

 

If anyone is currently using Zoho CRM in a similar scenario, please let me know - would love to get some feedback / recommended procedures etc on this.

 

Ken