Zoho CRM is a cloud-based CRM solution that is designed to get, retain, and satisfy clients to expand your business. It works perfectly whether you are a starting entrepreneur, or an owner of a medium or large enterprise.
Zoho CRM automates daily business activities, monitor sales, and engage clients in various platforms. In addition, the solution’s mobile platform allows you to take it on location so you can get quick and real-time updates.
You can extend the CRM solution by integrating it with top applications such as: MailChimp, QuickBooks, Microsoft Outlook, ConstantConnect and Google Apps and cloud-based connectors such as OneSaas and CloudWork.
Similar to other Zoho CRM reviews, our aim here is to help you gauge the product before you subscribe
Product Quality Score
Ease of use
Value for money
Lead Generation & Qualification
Sales Stage & Probability Analysis
Fast track leads to deal process
Import leads from seminars, direct mail, trade shows, and other programs
Convert prospects into business opportunities, accounts, as well as contacts with a single click
Automate your lead management process
Capture leads from various websites
Match sales-ready leads to the perfect sales people
Customize sales processes according to your best practices (B2B & B2C)
Look up clients across different products, account, geographies, and status
Create price quotes, sales invoices, and orders
Monitor customer accounts as well as related information from a single database
Assign parent-child relationships between your customer accounts and other divisions or subsidiaries
Check purchase history to find upsell and cross-sell opportunities, and build loyalty programs
Save customer meetings or calls using an intuitive calendar
Manage recurring events according to day, week, month, or year
Log crucial customer calls for easy and fast reference
Invite employees, sales leads, and business contacts to events and meetings
Set rules for you to simplify lead distribution
Catch leads into your CRM directly
Set up workflow alerts while making or modifying records
Set up email notifications using email templates and upon activating a workflow rule
Send instant notifications to third-party programs using Webhooks for events
Macros automate tasks such as sending emails, updating customer records, or producing follow-up sales tasks
Create forms without coding
Quickly upload forms live
CRM Workflow Management
Associate tasks to your workflow rules when the CRM records are produced or modified
Auto schedule your workflow actions at a pre-defined interval
Custom Functions allows you to update data that are related to CRM modules as well as external apps via simple scripts
Import sales opportunities from various third-party solutions or services with Import Wizard and Zoho CRM API
Keep tab of your competition on various business opportunities while evaluating your strengths and weaknesses
Alert the target audience in your company when a huge deal is closed (huge deal alert) or nearing completion
Free Edition is open for three users with 100,000 records storage
Get a 360-degree business view by tying up opportunities with contacts, accounts, activities, as well as other modules for an improved visibility on opportunities
Monitor sales opportunities in sales cycles
Set up sales stage and improve your chance of winning deals with drag and drop customization wizard
Identify and eliminate various bottlenecks in the sales process with the sales pipeline and sales escalation process
Be on top of sales updates you get in real time
Sort updates according to users and modules
Get complete visibility into the sales process according to the last activity to leads, contacts, accounts, and potentials
Track records that are crucial to your business according to your criteria
Identify cold prospects for you to do sales follow-up
Sort records according to record owner and module
Calculate revenue based on the data from Zoho CRM
Create, revise, and assign quotas for salespeople and sales teams
Assess individual as well as team performance
Benchmark forecast accuracy versus commit amounts
Generate customizable forecast reports as well as dashboards
Get a fast glance at pertinent details of your contact without searching or scrolling
Show or even hide Business Card View
Get notifications and send replies to customer emails within CRM
Send emails using your mail client and get copies linked to the right contact or lead in CRM
Collaborate with your colleagues by sharing email correspondence from prospects according to your own rules
Get updated user information in merged documents
Captures, compiles, and distributes client email activity within the CRM system
Intuitively scans your email mailbox and shows relevant emails from customers and prospects
Link client and prospect emails with CRM data to have better information about your interactions with them
Create mail merge templates that you can use for different modules
Manage templates in safe folders
Create role-based folders as well as sub-folders and distribute collateral to your salespeople
Send documents with your CRM
One document may have multiple versions
Get fast feedback from your colleagues to improve document
View your brand’s social interactions with prospects when making sales follow-up
Reply to likes, mentions, and direct messages using your brand’s social profile
Engage future sales prospects from within your social stream
Stay tapped on the interests of and updates from customers and comment or like them inside CRM
Get real-time customer data information, receive alerts, search nearby customers, create tasks, and more
Get trade show leads into Zoho CRM
Digitalize and save your business cards on your iPhone
Custom Modules, Webhooks API, and Custom Functions
Create email marketing, campaigns, and autoresponders
Enable organizational hierarchy, security controls, and territories
List of Benefits
Zoho CRM automates daily sales tasks, including get leads from web visits; import business leads from various external sources such as direct mail, seminars, and trade shows; match potential hot leads with the appropriate sales people; convert business prospects into accounts with just a single click; and customize your processes to fit your operations.
One of the benefits we consistently note in our Zoho CRM reviews is that it also enables your business to coordinate customer accounts, such as all accounts coming from a shared database; viewing them across locations, account, products, and status; and tracking their purchase history for upsell or cross-sell opportunities.
In addition, your business can forecast revenue accurately, establish/edit/assign sales quotas, track individual/team performance, and customize forecast reports and dashboards.
Get real-time data
The solution’s Opportunity Tracking tool enables your business to monitor where your clients are in the sales cycle, contact history, deal size, and competitor profile to guide you craft better and more fitting messages. You can access these files and records in the accurate and user-friendly Dynamic Reports & Dashboards.
In addition, you can identify and target those inactive leads with some historical data to realign customer messaging.
The Business Card View of this solution allows you to easily access all relevant customer information in just one window even without the need to search or scroll. The Notes Section of this tool displays the content and time of previous conversations for a more logical and personal communication.
Link your clients’ Facebook and Twitter pages to your Zoho CRM. You can categorize them as leads or contacts as well as send invitations or even share comments to connect.
The Zoho Mobile Edition allows you access to customer information and sales records on Android and iPad/iPhone devices so you can stay updated even if you are on the go.
Integrate Google Apps
Zoho CRM integrates with Google Apps such as Docs, Email, Calendar, Contacts, and Tasks.
Customer Support Types
OneSaaS (connects you to other apps such as eBay, Freshbooks and Xero)