About Zoho CRM
Zoho CRM is an omnichannel cloud-based customer relationship management platform that helps global businesses to take control of their business processes to build lasting customer relationships. The web-based platform can be customized to suit industries of all types and sizes. Zoho CRM offers integration with over 40 Zoho products and extend its capacity with more than 300 third-party app extensions, including G Suite, Office 365, Salesforce, and other popular apps.
Zia is an AI-powered sales assistant for Zoho CRM that helps individual reps and sales teams detect anomalies in the sales process before they occur, suggests the best time to contact a prospect, and studies their sales patterns. Zia can provide each sales rep with personalized CRM data, intelligent alerts, task reminders, and suggestions in order to aid sales.
Businesses can use the Zoho CRM omnichannel CRM to nurture customer relationships anytime, anywhere. From phone, to live chat, to email, to social media, businesses can communicate and connect with their clients to enhance the customer experience. Notifications can automatically alert users of each new customer interaction or new contact.
The Advanced CRM Analytics module, powered by Zoho Reports, allows users to sync and integrate their Zoho CRM data to gain better insights. Users can create custom dashboards and reports on metrics such as lead generation, revenue, deals, and more.
When it comes to a CRM solution, one size doesn't fit all businesses. That's why Zoho CRM lets businesses easily customize the interface to meet the particular requirements of their organization.
Key benefits of Zoho CRM
- Stay on top of every activity with your new sales assistant, Zia - The conversational AI sales assistant.
- In-depth analytics for sales success
- Process management for building and automating your sales process
- Portals for your customers, vendors and partners
- No data lockup, export data at anytime
WHAT'S NEW?
- Segment customers based on purchase patterns
- Analyze webform statistics and conduct webform A/B tests
- Identify marketing campaigns with the highest ROI
- Discover sales trends with customizable quadrants and cohorts
- Access Zoho CRM dashboards via the Analytics App on your phone
- Personalize purchase stages and actions of your customer's journey
- Improve your decision-making with a prediction builder
- Use AI-powered email analytics and assignment rules
- Simplify data collection with contextual and customizable forms
- Create multiple pipelines based on geography and other parameters
- Enjoy seamless review processes with easy assignment and comment functions
- Improve customer experiences with in-depth services and appointments features
- Access custom signals, calls and email workflows for flexible communication
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Reviews
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- Industry: Market Research Software
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Tool with its excellent ability to automate repetitive tasks
Reviewed on 08/11/2023
Excellent tool that can become essential for any company that wants to optimize its customer...
Excellent tool that can become essential for any company that wants to optimize its customer management in the best way. Presenting a focus on automation, customization and integration capacity, improving the productivity and efficiency of your sales team, the benefits offered by this tool far exceed any limitations that may arise, in addition to Automation of repetitive tasks to save time, and obtain the best possible results
Pros
I like this tool for its excellent ability to adapt to the specific needs of any business. You can easily customize the system according to the preferences of each organization or company, adding fields, modifying workflows and creating custom reports. In this way, you will have a clearer and more detailed vision of each of your clients and make informed decisions.
Cons
There's really nothing I dislike or dislike about this platform, as you can easily customize the system to your preferences, adding fields, modifying workflows, and creating custom reports. and in this way eliminating repetitive tasks in the best way
- Industry: Broadcast Media
- Company size: Self Employed
- Used Daily for Free Trial
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Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 5.0 /10
Outstanding CRM Solution
Reviewed on 16/10/2023
Pros
I have had the pleasure of using ZOHO CRM for the past year, and I must say, it has been an outstanding experience. ZOHO CRM has not only streamlined our sales and customer management processes but has also significantly improved our overall efficiency.One of the standout features of ZOHO CRM is its user-friendly interface. Setting up the system was a breeze, and the customizable dashboards allowed us to tailor the platform to our specific needs. This flexibility was a game-changer for our team, as it ensured we could focus on what matters most - building and maintaining strong customer relationships.The automation tools in ZOHO CRM have been a time-saver. We were able to automate repetitive tasks, such as lead assignment and follow-up emails, allowing our sales team to concentrate on closing deals. The system's analytics and reporting capabilities are robust and provided invaluable insights into our sales pipeline and customer behavior.Collaboration within our team improved significantly due to the shared calendar and task management features. This made it easy for everyone to stay on the same page, even when working remotely.ZOHO's customer support has been top-notch. They are responsive, knowledgeable, and ready to assist with any issues or questions that arise.Overall, ZOHO CRM has transformed the way we manage customer relationships and sales. It's a powerful, intuitive, and customizable solution that I would highly recommend
Cons
One aspect of ZOHO CRM that some users may find less favorable is its pricing structure. While it offers a free version and various pricing tiers, the cost can add up, especially if you require advanced features or have a larger team. Additionally, some users have mentioned that the learning curve can be steep for complex customizations, so it may not be the best choice for those seeking a simpler out-of-the-box solution. However, these drawbacks should be weighed against the platform's benefits and how well it aligns with your business needs.
- Industry: Banking
- Company size: 1,001–5,000 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 6.0 /10
From A to Zoho
Reviewed on 30/10/2023
Pros
The interface is pretty intuitive and the mobile app gives you quick access to contacts, leads.. Plus, it makes it easy to call leads and clients directly from the app on your phone.
Cons
It can be difficult to integrate with with other applications you might already have within your organization.
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Amazing Zoho
Reviewed on 24/08/2023
So how is the perfect platform to get organized and keep track of everything
So how is the perfect platform to get organized and keep track of everything
Pros
Zoho have a variety of different apps that make it easy to manage my customers, my employees and my business as a whole.
Cons
There isn't anything that I dislike about Zoho.
Alternatives Considered
Salesforce Sales CloudReasons for Choosing Zoho CRM
Because I heard all the perks and benefits from a friend.Switched From
Salesforce Sales CloudReasons for Switching to Zoho CRM
I have a very competitive and affordable price
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
One of the best CRM
Reviewed on 21/10/2023
Pros
ZOHO has a multitude of solutions that integrate perfectly with Zoho CRM, which I consider to be one of the main points.
Cons
In terms of customization, it is a little difficult as the tool has some limitations. I also consider it very robust, which makes it necessary to dedicate some time to get the most out of it. Due to the fact that there are several applications and you have to pay more for one, I consider the price to be a bit high. They could create a product with several tools and at a more affordable price.
Zoho CRM FAQs
Below are some frequently asked questions for Zoho CRM.Q. What type of pricing plans does Zoho CRM offer?
Zoho CRM offers the following pricing plans:
- Starting from: $20.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Free Edition (CRM for entrepreneurs) - Forever free upto 3 Users. Standard Edition (Sales tracking for Small Businesses) - $14/user/month (billed annually). Professional Edition (Complete CRM for any SME) - $23/user/month (billed annually). Enterprise Edition (CRM for multi-level organizations) - $40/user/month (billed annually). Ultimate Edition (CRM for large-scale organizations) - $52/user/month (billed annually).
Q. Who are the typical users of Zoho CRM?
Zoho CRM has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Zoho CRM support?
Zoho CRM supports the following languages:
Arabic, Brazilian Portuguese, Bulgarian, Chinese, Croatian, Czech, Danish, Dutch, English, European Portuguese, French, German, Hebrew, Hindi, Hungarian, Indonesian, Italian, Japanese, Korean, Polish, Russian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Vietnamese
Q. Does Zoho CRM support mobile devices?
Zoho CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Zoho CRM integrate with?
Zoho CRM integrates with the following applications:
ActiveCampaign, Adobe Acrobat Sign, Amity, Avaya Experience Platform, Bedrock Data, Box, BurstSMS, Dealfront, DocuSign, Dropbox Business, Eventbrite, GetResponse, Gmail, GoTo Meeting, GoToWebinar, Google Ads, Google Analytics 360, Google Calendar, Google Drive, Google Workspace, HubSpot CRM, Join.Me, Jotform, Kixie PowerCall, LinkedIn for Business, Mailchimp, Meta for Business, Microsoft 365, Microsoft Outlook, Operations Hub, PandaDoc, PayPal, Proposify, Quickbooks Online, QuoteWerks, Quoter, RingCentral Contact Center, SMS-Magic, Saasu, Shopify, SimplyCast, Skyvia, Slack, SurveyMonkey, Trello, Twilio, Twitter/X, Xero, Zapier, Zendesk Suite, Zoho Analytics, Zoho Assist, Zoho Billing, Zoho Books, Zoho Campaigns, Zoho Cliq, Zoho Creator, Zoho Desk, Zoho Expense, Zoho Forms, Zoho Mail, Zoho Meeting, Zoho Projects, Zoho SalesIQ, Zoho Sign, Zoho Social, Zoho Survey, Zoho Writer, iQuoteXpress, mailparser.io
Q. What level of support does Zoho CRM offer?
Zoho CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat
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