Zoho CRM Review
OUR SCORE 92%
- What is Zoho CRM
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Zoho CRM?
Zoho CRM is one of today’s best-known cloud CRMs business apply to attract customers, and improve their current relationships. The reason why this app is so popular is that it meets successfully the needs of both small and large businesses, tracking their daily activities, and engaging their clients in a number of ways, The platform is also fully mobile-optimized, meaning that all agents receive real-time updates using their mobile devices. What is more, Zoho CRM is as amazingly-well integrated with useful business apps, including names such as Google Apps, MailChimp, ConstantConnect, QuickBooks, and Microsoft Outlook. Using cloud-based connectors can also help you blend it with your OneSaaS and CloudWork account. According to our experts who evaluated each of these specific features, Zoho CRM satisfies all he criteria to be the leader of this software category, starting from usability, and ending with full customization and outstanding integration. The company will also make sure you have access to top quality support. If interested, read more about Zoho CRM in this extended reviews. In our Zoho CRM reviews you’ll learn more about the software’s benefits, pricing, technical specs and more.Product Quality Score
Zoho CRM features
Main features of Zoho CRM are:
- Automated Lead Management Processes
- Importing Website Leads
- Importing Social Media Leads
- Importing Leads from Email Systems
- Importing Leads from External Databases (Trade Shows, Seminars, etc.)
- Easy, One-Click Conversion of Leads into Opportunities and Accounts
- Matching Hot and Sales-Ready Leads to Sales Professionals
- Extracting best B2B/B2C sales practices
- Tracking Leads until Closure
- Lead Qualification
- Pipeline Analysis
- Competitive Analysis
- Quota Management
- Sales Stage & Probability Analysis
- Accurate, Real-Time Forecasting
- Single Database
- Customer Data Records across Geographies, Accounts, and Statuses
- Parent-Child Relationships between Accounts and Subsidiaries
- Loyalty Programs
- Purchase History (Price Quotes, Orders, and Invoices)
- Cross-Sell/Up-Sell Opportunity Tracking
- Meeting/Event Invitations for Employees and Leads
- Saving Calls and Meetings in an intuitive Calendar
- Logging Sales-Ready Customer Calls
- Event Management (daily, weekly, monthly, and yearly)
- Customizing CRM Records according to Workflow Rules
- Pre-Defined Intervals for Scheduling Workflow Actions
- Templates for Email Notifications
- Instant Webhooks Notifications for Third Parties
- Macros Automate Tasks
- Alerts upon every Record Modification
- Capturing Leads directly from the CRM
- Coding-Free Form Creation
- Personalized Rules for Lead Distribution
- Instant Form Upload
- 360-Degree View
- Customization with a Drag-and-Drop Wizard
- Alerts on Big Deals
- Importing Sales Opportunities from Third-Party Services and Solutions
- Monitoring Leads during the entire Sales Cycle
- Opportunity Management
- Sales Escalation Process
- Sales Pipeline
- Full Visibility based on Most Recent Activities
- Cold Prospect Identification for Sales Follow Up
- Real-Time Sales Updates
- Sorting Records by Modules and Record Owners
- Sorting Updates by Modules and Record Owners
- Tracking Critical Records
- Accessing both Individual and Group Performance
- Revising, Assigning, and Creating Sales Quotas
- Accuracy Forecasting against Commit Amounts
- Full Customization of Forecasts and Dashboards
- Revenue Forecasting based on available Data
- Customizable Fields
- Business Card Views
- Instant Glance on Contact Details without having to scroll or search
- Merge Mail to Premade Templates for various Modules
- Tracking, Collating, and Distributing Customers’ Email Activity across the program
- Linking Email Copies to the right CRM Contact
- Designing Templates
- Updating User Info in Merged Documents
- Intuitive Mailbox Scanning
- Selection of most relevant Emails
- Secure Template Management
- Sending Emails via Preferred Email Clients
- Sharing Emails based on your own Rules
- Multiple Versions for Each Document
- Fast Colleague Feedback for Improvement
- Role-Based Folders with Subfolders
- Sending Documents straight from the CRM
- Collateral Sharing with Salespeople
- Likes and Comments
- Engaging Future Prospects on Social Networks
- Direct Replying to Messages, Mentions, and Likes via Social Profile
- Examining Customer Preferences and Interests
- Following Social Interactions with your brand
- Capturing Leads directly from Trade Shows
- Digitalizing Business Cards
- Saving Business Cards on Mobile Device
- Receiving Sales Alerts
- Searching Nearby Customers
- Creating Tasks
- Autoresponders
- Campaign Creation & Email Management
- Custom Modules
- API
- Webhooks
- Custom Functions
- Security Controls
- Territory & Organizational Hierarchy
Zoho CRM Benefits
The main benefits of Zoho CRM are its comprehensive feature set, mobile support and scalability. These are what to expect when you implement Zoho CRM:
Zoho CRM makes your daily tasks easier, as it automates and customizes processes in accordance with your operations, and allows you to convert leads into actual accounts with nothing but a single click. With Zoho CRM, prospects can also be imported from a variety of external databases, including your trade shows, seminars, mail contacts, or random visitors. Once it has selected leads and nurtured them, Zoho CRM matches the best among them with your most prominent sales professionals in order to make sure they will convert.
Among the many advantages we cite in our Zoho CRM reviews is that it offers an outstanding Opportunity Tracking feature you could use to monitor customers’ behavior during different phases of your sales process, and have constant and reliable access to their history records, previous deals, and other profile details in order to improve your communication with them.
Thanks to Zoho CRM, you can identify and capture the most dominant leads, and redraft your messaging strategy once you’ve examined their records.
Zoho CRM can also be linked to Facebook and Twitter, and collect contacts as leads by sending them invitations, or sharing their comments.
The product’s Mobile Edition makes data records accessible on mobile devices as well, including iOS and Android systems.
You can read more Zoho CRM reviews and find out more about the software’s capabilities.
Technical Specifications
Devices Supported
- Web-based
- iOS
- Android
- Desktop
Customer types
- Small business
- Medium business
- Enterprise
Support Types
- Phone
- Online
Zoho CRM Integrations
The following Zoho CRM integrations are currently offered by the vendor:
- ClickDesk
- Zoho Apps
- Gmail
- TeamSupport.com
- MailChimp
- Zopim
- Coconect
- HelpOnClick
- OneSaaS (connects you to other apps such as eBay, Freshbooks and Xero)
- SimplyCast
- Zoho Email
- Unbounce
- Socket
- Zoho Projects
- Google Apps
- Wufoo
- QuickBooks
- Contactology
- Constant Contact
- vWorkApp
- ExactTarget
- Zoho Mobile Edition
- gUnify
- GetResponse
- Microsoft Outlook
- CloudWork
Video
Customer Support
Pricing Plans
Zoho CRM pricing is available in the following plans:
