Zoho CRM

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What is Zoho CRM?

Zoho CRM is a single customer relationship management software for all your needs. Zoho CRM’s automation software tools empower businesses to attract new customers while retaining the old ones. One of the best features of this outstanding CRM software system is that it can be integrated with other applications to streamline sales and marketing processes, as well as customer service and support. Plus Zoho CRM cost is also an added advantage to small businesses.

Zoho app caters to the requirements of small and medium-sized enterprises. The CRM software comprises highly useful tools for businesses such as product configuration, customer support, marketing, and sales automation as well as a help desk and support. It also offers reporting and analytics that offer valuable customer insights.

Additionally, the tool offers multichannel support which enables companies and customers to stay connected through mediums such as email, phone, live chat, social media as well as in-person. The mobile edition of the Zoho CRM software provides access to users for customer information and sales activities on various Apple and Android devices.

Vendor Details

  • Company: Zoho Corporation Pvt. Ltd.
  • Website: www.zoho.com/crm
  • Website: www.zohocorp.com
  • Founded in 1996
  • Sridhar Vembu & Tony Thomas
  • Pleasanton, California, United States

Key Metrics of Zoho CRM

Zoho CRM plus can easily be described as an intelligent and intuitive CRM with an AI-enabled sales assistant. Users can get ready to sell faster, smarter, and better with Zoho marketing automation. The popular CRM tool boasts over 150,000 delighted customers. Zoho CRM app is a boon for enterprises with its powerful advanced technology that offers features such as Sandbox and Page Layout. It also comprises advanced customization options which include lead scoring, business process mapping, and conditional fields. Thanks to its expanded multi-channel support system, zohos is rightly considered one of the most tightly integrated systems on the market.

The Zoho CRM software’s AI-based sales assistant names Zia helps provide advanced solutions, predictions, and interpretations for sales and marketing professionals. The user-friendly features enable company sales teams to spend more time selling and less time actually entering data in their systems. This can be easily accomplished with the help of real-time notifications, workflow automation systems, and the unique built-in gamification feature.

Zoho CRM tool’s key features

1. Sales Force Automation:

  • Desktop Integration
  • Opportunity and Pipeline Management
  • Task and activity management
  • Quote and order management
  • Product & Price List Management
  • Contact & Account Management
  • Customer Contract Management
  • Territory & Quota Management
  • Partner Relationship Mgmt. (PRM)

2. Marketing Automation:

  • Campaign Management
  • Email Marketing
  • Lead Management
  • Marketing ROI Analytics

3. Reporting & Analytics:

  • Reporting
  • Forecasting
  • Dashboards

4. Social & Mobile:

  • Social Collaboration Features
  • Mobile User Support
  • Social Network Integration

Uses

  • It helps to automate important sales operations
  • Utilizes social media effectively
  • Allows users to be mobile
  • Provides real-time access to important data and information
  • Integrated with Zoho Suite and Google Apps

Applications

  • Sales Force Automation
  • Lead Management
  • Sales Forecasting
  • Account Management
  • Productivity
  • Account Management
  • Effective Follow-up
  • Website integration with forms
  • CRM Workflow Management
  • Social CRM
  • Document Library
  • MailMagnet
  • Mobile CRM
  • CRM for Google Maps

Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Artificial Intelligence
  • Performance and Analytics
  • Lead Scoring
  • Process Management
  • Marketing Automation Integration
  • Team Collaboration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Security
  • Integration

Zoho CRM Pricing:

Zoho CRM pricing plans comes under 5 tiers as mentioned below :

1. Zoho CRM Free version: 15 days (Up to 3 users)

  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Tasks, events, call logs, and notes
  • CRM views
  • Advanced filters
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow up rules
  • Twitter, Facebook & Google+ integration
  • 10 Email templates
  • Email opt-out
  • Several other features

2. Standard: $12.00/month/user

  • All features from Free Plan +
  • Sales forecasting
  • Custom fields
  • Roles and profiles
  • Workflow rules
  • Scoring rules
  • Webforms
  • Secure, encrypted transmission
  • Call centre connectors
  • Document library
  • Charts and KPIs

3. Professional: $20.00/month/user

  • All Features from the Standard Plan +
  • Inventory management
  • Google AdWords integration
  • Sales signals
  • Unlimited records
  • Social CRM
  • Blueprint – Process management
  • Macros
  • Email integration

4. Enterprise: $35.00/month/user

  • All Features from the Professional Plan +
  • Conditional fields
  • Mobile SDK and app distribution
  • Target meters, Anomaly detectors, Predictive AI
  • Multi-user portals
  • Custom modules and buttons
  • Encryption at Rest
  • Subforms
  • Zia Voice – Conversational AI

5. Ultimate: $100.00/month/user

  • All Features from other plans +
  • Free Premium support
  • Data enrichment
  • Email sentiment
  • Enhanced storage
  • Dedicated Database cluster
  • Automation suggestions

For more information about the Zoho CRM pricing click here


Pros and cons

Undoubtedly, Zoho CRM tags as one of the leading customer relationship management software in the market today. The tool boasts some unique features compared to its competitors, such as the Zia the voice assistant. However, there are two sides to every coin and while the Zoho CRM products pros outweigh its cons, there are still a few areas of improvement worth mentioning.


PROS:
  • 15-day free trial
  • No credit card required
  • Great for companies of all sizes and industries
  • Easy-to-use and manage customers online
  • Offers all-rounded CRM features such as dashboards, reporting, etc
  • Provides customized features to fit the needs of the company
  • Provides options to backup all user data
  • User-friendly interface
  • Always online availability is an attractive feature
  • Easy to import and export customer data
  • Users can create beautiful visuals
  • Useful email tracking feature
  • Transfer accounts seamlessly
  • Simple style and configuration

CONS:
  • Pricing is somewhat steep for small businesses
  • Customer support is unavailable during weekends
  • Lack of documentation
  • Integrating Zoho CRM system with other Zoho products is complicated
  • Integration experience is inconsistent
  • AI assistant Zia is not ready for prime-time yet


Zoho CRM Integration

One of the biggest benefits of Zoho CRM partners is its ability to connect to Google’s major applications. These include Docs, Gmail and Calendar. This feature is in addition to its native integration with Zoho’s suite of applications such as Zoho Analytics, Zoho Connect, Zoho SalesIQ, Zoho Recruit, Zoho Desk, Zoho Mail, Zoho Books, etc. Click here and explore Zoho Marketplace to integrate Zoho applications with all the tools required for a business. 


Specification

Supported Devices:

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Language Support

  • English
  • Chinese
  • German
  • Hindi
  • Japanese
  • Spanish
  • French
  • Russian
  • Italian
  • Dutch
  • Danish
  • Portuguese
  • Polish
  • Turkish
  • Swedish
  • Bulgarian
  • Croatian
  • Hungarian
  • Vietnamese
  • Hebrew
  • Czech

Pricing Model

  • Annual Subscription
  • Monthly payment

Customer Types

  • Small Business
  • Medium  Enterprises
  • Large Corporations
  • Freelancers

Deployment

  • Cloud Hosted

Zoho CRM Support

  • Customer Support:

Call centre features which allow customer support executives to access all the necessary information to help the customer. This includes case history, customer information and related social activity. Some of the commonly used features include: call analytics, recording, script management, workforce management, as well as compliance management.

  • Case Management:

Users of Zoho CRM enterprise can track their help requests and other customer issues through the resolution process.

  • Knowledge Base:

Information can be collected, organized, shared, searched, and used for various purposes through the information repository.

  • Support Analytics:

Customer support activities can be analyzed in order to optimize customer support executives, tools, and processes.

  • Customer Support Portal:

Provides a convenient way for customers to get their queries answered, share service issues, place orders, view their order histories as well as get access to other information in the customer knowledge database.


Awards/ Accolades/ Certifications

  • Winner: CRM Magazine 2012 Market Leader Award (Small business category)
  • Winner: 2012-2013 Awesome Applications by The Sleeter Group
  • Leader: 2018 CRM Market Awards (Small-Business CRM Suite)
  • Leader: 2018 CRM Market Awards (Sales Force Automation)

Competitors


Top Zoho CRM Alternatives

  • HubSpot CRM

The HubSpot CRM is a user-friendly platform that can be linked-to websites, email service providers, social media profiles, etc. With this CRM software, users can close more deals with less work involved, because of the unique features and tools offered by the software. Some of the key features of the software include email marketing, task management, segmentation, lead scoring, marketing automation integration, document storage, etc. Additionally, it organizes and tracks each aspect of the sales pipeline. Visit the website to know more. 

  • Salesforce CRM

The Salesforce CRM software is an award-winning tool that is easy-to-use and can be customized according to the requirements of SMEs. It helps them grow their business by focusing on sales and support. Some of the key metrics of the popular CRM tool are: tracking customer interaction, accelerating productivity, and increasing lead generation activities. One of the best features of this software is that it can be easily integrated with other business systems and applications. These include FreshDesk, LeadExec, FinancialForce, and ExactTarget Fuel, among others.


Conclusion

In conclusion, Zoho CRM accounts offer a wide range of benefits that help companies to close sales and attract new as well as retain existing customers. The core value of the Zoho CRM analytics is that it enables the automation of tiresome daily sales tasks, converts website visitors into leads, and imports prospects from external sources. Overall the CRM software has rave reviews from its regular and loyal users who praise its user-friendly interface and experience. Although there are still a few glitches when it comes to the AI-powered assistant and Zoho CRM’s integration with other tools, the app developers are working to improve the same.


Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Medium Enterprises
Large Corporations
Freelancers
Support
Online
Business Hours
24/7 (Live Rep)
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Integration
Integration: Zoho Mail, Zoho Creator, Zoho Finance Suite, Zoho PhoneBridge, Zoho Projects, Zoho Campaigns, Zoho SalesIQ, Zoho Cliq, Zoho Analytics, Zoho Survey, Zoho Desk, Zoho Forms, Zoho Writer, Zoho Motivator, Zoho Meeting, Google G Suite Integration, Gmail, Google Ads Integration, Microsoft Outlook, Microsoft Office 365, Plug-in for MS Word, QuickBooks, MailChimp, Contactology, Coconect, Constant Contact, Zopim, Twitter, Facebook, vWorkApp, ClickDesk, ExactTarget, HelpOnClick, gUnify, OneSaaS, Socket, TeamSupport.com, GetResponse, Wufoo, SimplyCast, CloudWork, Unbounce
5.3 Total Score
1 reviews
"Global Animation Company Sees Efficiency Skyrocket After Implementing Zoho CRM." — Paul Grajek, Managing Director, ASB (Animated Storyboards)

5.3Expert Score
Design
4.5
Usability
8
Support
8.5
Price
0
8.7User's score
Design
8
Usability
9
Support
9
Price
9
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