Zoho CRM is an online Sales CRM that helps manage sales, support, and marketing in one platform.
With robust automation and complete analytics features, Zoho CRM helps to increase work efficiency and grow your business. It is a modern CRM designed for modern businesses.
Even though ˇis a sophisticated CRM, it is easy to use. Also, it is known to have the fastest deployment in the market!
If you want to improve sales and make meaningful relationships with customers to grow your business, you should try Zoho CRM.
Over 250,000 businesses across the world trust this platform to grow their business.
Zoho CRM Company Details
Sridhar Vembu is an Indian billionaire business magnate and the founder and CEO of Zoho Corporation. Zoho offers a number of different software under one umbrella.
Company Name: Zoho Corporation Pvt. Ltd.
CEO Name: Sridhar Vembu
Est Year: 1996
Employees: 10001+
HQ Location: Chennai, India
Sridhar Vembu
Founder & CEO
Zoho CRM Demo & Media
Zoho CRM Top Features
Sales Force Automation (SFA)
You can use Zoho CRM to automate routine sales and marketing to eliminate manual workflow and speed up the sales process.
Lead Management
Zoho CRM helps you capture leads and accompanies you with automated lead scoring to help identify leads with maximum conversion probability.
Canvas editor
Zoho CRM offers a drag-and-drop editor/ Canvas to help you customize everything depending on your requirement.
Process Management
You can use the platform to manage different pipeline stages with the help of a sales process builder, processing rules, and review process.
CommandCenter
It is a valuable feature that helps you create personalized customer journeys by coordinating the activities of different departments.
Omnichannel Communication
Zoho CRM provides an omnichannel communication option, including email, telephony, social media platforms and customer portals.
Real-Time Reporting
It offers real-time reporting to provide insights on all the necessary metrics to help you analyze the trends better.
Performance Management
Zoho CRM helps you improve the team's productivity with accurate forecasting, territory management and gamification.
Zia AI assistant
Zia is Zoho CRM's AI assistant, which helps the user to manage the data on the platform to aid in delivering predictive sales and intelligence.
Marketing Automation
You can use the platform to generate new leads and do customer segmentation for targeted marketing campaigns while keeping an eye on the ROI.
Pros of Zoho CRM
High customizability with Canvas Builder
All plans support automation
Streamlines lead nurturing processes
Integration with many sales tools
Easy deployment across departments
Cons of Zoho CRM
Limited set of custom fields
Outdated interface
Zoho CRM Pricing
Zoho CRM offers a completely free plan that you can use for 3 users. It offers a number of features that can help you to manage and grow your business. If you have limited budget, the free plan is good enough.
Free
Standard
Professional
Enterprise
$0 3 users
$14 1 user/month
$23 1 user/month
$40 1 user/month
Leads, Contacts, Accounts
Everything in Free
Standard Pal +
Professional Plan +
Tasks, events, call log, and notes
Sales forecasting
Email integration
Multi-user portals
Page customization
Document library
Social CRM
Custom modules and buttons
Workflow Rules
Roles and profiles
Sales Signals
Mobile SDK and app distribution
Standard reports
Call center connectors
Inventory management
Conditional fields
Email opt-out
Webforms
Unlimited records
Subforms
10 Email templates
Team collaboration
Google Ads integration
Advanced filters
Marketing campaigns
Folder sharing
Mass email
Profiles
Zoho CRM Analytics
Zoho CRM Price Comparison
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Zoho CRM Detail
Zoho CRM has already empowered more than 250,000 businesses across the globe by helping them convert more leads, and engage with their customers in a better way which ultimately resulted in the growth of their revenue.
In 2021, Zoho CRM was named the CRM Technology by Nucleus Research for providing businesses with long-term value. Zoho CRM brings vertical solutions and general-purpose solutions on the same platform to meet the specific preferences and requirements of the companies.
Easy contact with the customers
Zoho CRM enables the user to reach out to customers through almost all the channels like social media, email, telephone, and live chat. Further, the users are notified when a customer interacts with the business in real-time.
It can also improve the efficiency of customer communications by providing insights about the best time and the best channel to contact the customer.
Business automation
The platform helps automate repetitive tasks which are time-sensitive. The automation feature of Zoho CRM can be used for automating sales routines and chaining multiple rules in one workflow. Further, using Zia Intelligence, you can analyze the performance of workflow automation.
The workflow rules of Zoho CRM automatically trigger actions, when the conditions specified, are met. This is especially helpful when you need to send emails to customers or carry out a follow-up of a lead.
Zoho CRM further helps you with its predefined actions like scheduling tasks and sending out emails.
Real-time reports and insights
The business functions in a dynamic environment, and therefore, real-time reports and insights are significant for the growth of the business. Zoho CRM provides you with actionable insights, which help make data-driven dimensions.
Further, Zoho CRM helps understand a trend with its multi-dimensional report that considers a wide variety of CRM data. Also, based on the requirement, you can filter the reports to meet the objectives.
The stand report of Zoho CRM is useful in knowing the sales health with just a glance and on the other hand, custom reports can also be created to meet your specific business report requirement.
Zoho CRM also provides you with powerful charts that help visualize the data, especially when one is handling an immense volume of data. The quadrant analysis supplied by Zoho CRM can be used for making correlations between different metrics.
By tracking the current trends on Zoho CRM, the users can also make future predictions and plan strategies accordingly.
Conversational assistant for CRM assistance
Zia is the artificial intelligence companion of Zoho CRM, and it is designed to help you manage the CRM smartly. The assistant is smart enough to solve both your verbal and textual queries.
You can use Zia for predicting sales and identifying sale anomalies. It can also assist you in drafting your email quickly by filling in the different customer records and prioritizing your responses.
Zia is also helpful in increasing the efficiency of routine tasks by making personalized automation suggestions based on the usage pattern of different team members.
It can also be used to keep you in the loop with the competitor’s activities, enriching the data by collecting different information for the records, building new predictions, and identifying patterns for a better workflow.
Team collaboration
Ensuring that everyone is on the same page is vital for running a business, and the team collaboration of Zoho CRM helps you to achieve that. You can use the Zoho CRM feed for keeping your team in the loop for any project.
You can integrate the sales tools on Zoho CRM and go for sales collaboration. The team members can easily maintain track of sales updates by leaving helpful notes for the other team members.
Zoho CRM makes it easier to work on projects together with features like tagging, which helps in easy organization and collaboration. Further, a common record can be maintained by assigning different users specific tasks.
Integrations
Zoho CRM gives you the option to integrate it with other third-party apps and tools and make things easier for your team so that they don’t need to shift between different software to manage daily tasks.
From Google Workspace to Microsoft 360, you can integrate Zoho CRM with all the important software.
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What Kind of Support Zoho CRM Offers?
When it comes to support Zoho CRM offers comprehensive support through various channels. It comes with an active found where you can get answers to all possible questions. It comes with a help and support section, user community, and FAQs. You can also contact the support team if you still have any issues.
Yes, Zoho CRM comes with workflow automation options to optimize your processes.
Platforms Supported
Windows: Supported
MacOS: Supported
Web-Based, Cloud: Supported
iPhone / iPad: Supported
Android: Supported
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