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Zoho CRM

Flexible CRM for Small Business
11 reviews

Who is Zoho CRM For?

Zoho CRM has a version for both enterprises and small businesses. Each has its own pricing model, with several options available for SMBs.

The software is geared toward any business that has a need for customer relationship management. Primarily sales organizations will benefit from Zoho CRM's features.

Read the full GetApp Analysis

Key Features

  • Sales Force Automation
  • Marketing Automation
  • Customer Support & Service
  • Inventory Management
  • CRM Analytics
  • Workflow Management
  • Role-based Security
  • Developer API for Third-party Integration
  • CRM with Email
  • Integration with Microsoft Office & Outlook

Overview

Zoho CRM is a web-based CRM application, which gives you a 360-degree view of your sales, marketing, inventory, customer support and more. Additionally, Zoho CRM offers integration with E-mail, MS Office and Outlook and Google Apps. Your data is kept as safe as any bank. At present, Zoho CRM has ~250,000 users and counting.

Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.

Sales Force Automation:

Zoho CRM's Sales force automation solution helps you to track leads, prospects, business opportunities and close more deals in less time. Additionally, you can effectively use the existing customer data for future up-selling and cross-selling opportunities

Marketing Automation:

With the Zoho CRM marketing automation, you can effectively plan marketing activities, improve the quality of leads generation process. Additionally, you can measure the performance and effectiveness (ROI) of campaigns.

Customer Support & Service:

Zoho CRM's Cases and Solutions functionality empowers you to streamline the organization-wide Customer Support process and enable a better integration between Sales & Customer Support processes in a single system.

Inventory Management:

Zoho CRM Inventory Management helps you to achieve the seamless integration between pre-sales and post-sales activities in a single application. In addition, you can also track procurement of goods or services from the preferred list of vendors.

  www.zoho.com

Specifications

Intended Users
Freelancers, Small Business
Devices Supported
Android, iPhone-iPad, RIM-BlackBerry, Web-based
Supported Countries
Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States
Supported Languages
Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English, French, German, Italian, Japanese, Polish, Portuguese, Spanish, Swedish, Turkish
Supported Platforms
Google Apps, Open API

Pricing

Starting from: $12.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

Free Edition (CRM for entrepreneurs) - 3 Users Free.

Standard Edition (Sales tracking for Small Businesses) - $12/user/month.

Professional Edition (Complete CRM for any SME) - $20/user/month.

Enterprise Edition (CRM for multi-level organizations) - $35/user/month.

Benefits

- Save over 60% of your current CRM Costs migrating to Zoho.

- Track sales & marketing centrally

- Modular and easy to use

- No data lockup, export data at anytime

User Reviews

Verified
Reviewer

Good to kickstart your business - better if not standalone

Founder and C.E.O. ( company, 11-50 employees)1st of March 10:09

Zoho CRM is a good tool if you start your business. Fast and intuitive. It is also very flexible. the way fields and rules can be programmed makes it perfect to save countless hours of development. My conclusion is * Good for small businesses with little to no dev capacities * Good to start functionalities or a business but if you can plan on a combination Zoho/homemade * Pros: Fast, easy, flexible, cost efficient at small scale * Cons: 1) Not open enough at the data level. They want you to "zoho everything" and some of their tools are not very good. You are better off dong the standard things with Zoho and the custom things with your own application but data sync is not always good and gets expensive 2) Their customer service chat is full of nice people who have no real problem solving training. IF you have no developper: It might simply be your best option because you will go pretty far for a very reasonable cost If you have developpers, then starting with Zoho is a good option because you will figure out exactly what you want before you actually program it. I would recommend you build your own platform in parallel and very soon after you start. It's goal should be to make you the owner of your data and to "make up" for what zoho lacks. Making your platform and zoho work together will soon require that you get more users (because of the limit in data transactions imposed by zoho) that you get a zoho report accounts etc

Verified
Reviewer

Good to get your business started

Co-Founder ( company, 11-50 employees)16th of December, 2014 15:55

We started our company a few years ago and decided to implement Zoho CRM right from day 1 to give our sales force a tool to manage their leads and sales opportunities. The set-up proved to be easy and the integration with google apps was a plus so we could sync up our emails and see them directly inside the CRM. The new forecast tool helped us to organize our team in sales territory and assigned to everyone their personalized goal. We also gave access to a few of our mobile user to the iPad app (comes at an extra cost unfortunately) The nice thing about it is that you can navigate off line (all the data can be synced) The company has grown now significantly and we start to see the limitation around building workflows and customizing rules. Support is OK if you are on the enterprise version. Free version obviously does not come with much support besides the online forums

Customer service issue

Chris M.24th of February, 2014 16:08

Don't bother calling into the support line. After holding for 10 minutes a recording comes on to leave a message. Once you do this hang up and forget about them ever returning the call. Try again in a few weeks and wait some more. Only redeemer is it is only $12 a month and works good enough. Still waiting for a call back from January and February of this year.

Goodbye Salesforce!

HappyWeSwitched27th of January, 2014 16:35

We are several months into using Zoho and we are now thinking why couldn't we find Zoho before we locked into a contract with Salesforce. Well, we moved forward and decided to make the switch even though we are still paying for Saleforce (because we have to) -- Combined with Zoho Reports and the 3 Enterprise licenses we have, we $155 per month vs Salesforce's $390 per month (with waaaaay less features) --

Almost the Golden CRM I have been searching for

Diane15th of November, 2012 11:33

Zoho CRM is a great tool. Compared to some other CRM systems I have used like SalesForce and Microsoft Dynamics, Zoho is very easy to use and intuitive. Being in sales it is important for me to understand what our contacts look like, what opportunities exist, and where I should be spending my time. The only things that needs a bit of work is the Campaigns tab. Although I can create campaigns, I cannot easily take actions using leads or accounts I have assigned in here.... which begs me to ask, what is the purpose if I end up replicating that content elsewhere? But let that not be the focus, I still recommend this CRM above these other two I have used.

Vastly improved, powerful, and affordable

Mosguido28th of October, 2012 15:53

I first tried Zoho in 2011, and then abandoned it. It felt clunky and not very hip, compared to other web crms. One year later, after trying almost every other Saas CRM out there, I reluctantly took another look at Zoho CRM, and found it hugely improved. The new interface is very tasteful, very minimal and unobtrusive; the entire application is now very customizable and comes with a mobile phone app with which you can view, edit and search all your CRM data, on- or offline. As others have said, the free version is pretty good by itself...but it's when you get to the paid versions that you get really terrific automation features that allow you to build task workflows triggered by events--say a new lead, or a change in a field's data. There really isn't another online CRM that can do this, apart from Salesforce which is three times as expensive and unsuitable for small businesses. I'm withholding the fifth star, because Zoho tends to over-promise on delivery dates, and make people wait months, or even years, for features. But the latest CRM program, and its related Zoho apps, is now very good. It is so capable that it will take you a week to learn all the things it can do.

Easy to use application

Shantha Kumara1st of October, 2012 04:48

This is an application which is easy to use for CR.

Straight forward and Useful

Scott20th of April, 2012 09:46

Zoho CRM is straight forward and very easy to use. You are able to set up and start running in no time. Once you are using the system you fall into a routine and the flexibility allows you to modify your processes as you grow and change.

Flexible solution for all types of businesses

Elke19th of April, 2012 14:08

Keeping track of all processes and actions with each person you deal with is a difficult task. This CRM solution is a great problem solver for small businesses who start building relationships with other people. What I like about Zoho CRM is that you can customize all your fields and like that satisfy very different needs. In my company we use Zoho CRM in different departments (Sales and Marketing). Thanks to the customizable views I don´t have to fish out my contacts among the contacts of my colleauges.

Perfect CRM for our small business needs

Chris9th of November, 2010 12:27

We made the choice of Zoho CRM after carefully reviewing many other options such as SugarCRM and Saleforce. What really made us choose Zoho initially was the free trial for three users. Set-up has been straightforward and learning how to use the product is very easy. We quickly had to upgrade in order to fully benefit from additional features such as mass emailing and invoicing but the monthly subscription is very affordable. Zoho CRM is now a core tool for our business. Most of what we do that is related to the external world goes through the product, contacts, leads, marketing campaigns, newsletter, invoicing, website contact forms... We really love it and consider it as amazing value for money.

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GetApp Analysis


Zoho CRM is a Customer Relationship Management (CRM) solution that works with a business's existing email. Because Zoho CRM is cloud-based, no setup is required and it can be accessed from anywhere, using computers or mobile devices.

Using Zoho CRM, businesses can generate and track leads, manage tasks, and follow the entire sales pipeline directly in the app. This allows team members to work collaboratively, accessing up-to-date information on each lead.

The Zoho CRM gives an overview of recently created leads, open tasks, and the monthly pipeline by stage.

What is Zoho CRM?


Zoho CRM takes over the administrative work, letting sales teams focus on what they do best: selling. Using provided forms, Zoho CRM users can generate leads from their existing websites and populate their Zoho CRM databases automatically.

Workflows let administrators set up actions to be executed when certain criteria are met. This gives businesses control over how leads are handled.

Using Workflows, administrators can control how leads are handled within Zoho CRM.

Main Features


Lead Management

In the Leads module, professionals can see a list of leads, along with relevant contact information. These leads can be filtered by All Open Leads, My Leads, Today's Leads, Converted Leads, Unread Leads, and My Converted Leads.

In addition to manually entering a new lead into Zoho CRM, businesses can import existing leads from an Excel spreadsheet. Leads can be connected to a Lead Owner, who will be listed in the system as the primary team member responsible for that client.

Zoho CRM's lead management module gives businesses a way to easily manage all leads.

Tasks

Tasks appear on the dashboard in a list, showing users items that needs to be attended to immediately. A salesperson can click on the task to go directly to that lead's section in order to make contact. Once the task is closed, it will no longer appear in the list of open tasks on the dashboard.

Meetings can be scheduled directly within Zoho, along with setting up a notification that will remind the user of the meeting at a designated time. A lead can also be converted into a contact from the task screen.

Items are presented to users as task to ensure they take action of pending items efficiently.

Workflows

Workflows put businesses in charge, letting them automate tasks. Similar to the rules set up in email software, Workflows let users set up an action (i.e. sending an email) and an event that should trigger that action (i.e. a new lead is added to the system).

Tasks can also be automated using Workflows. Each time a new event occurs, Zoho CRM can be set to automatically deploy a new task, assigning it to a specified user. The user can also be sent a notification each time a new task is automatically assigned to him or her.

An email can be set to deploy each time a new lead is added to the Leads module.

Lead Follow-Up

Emails can be generated directly within the Zoho CRM interface. A user merely navigates to the Leads module, checks the box of each lead who will receive the email, and clicks "Send Email." The user can then choose from a list of previously created templates to send a professional email to a group of leads.

All emails are listed on the dashboard in the Email section. From here, users can respond to emails, schedule meetings, convert the lead to a contact, and more.

Template emails can be sent to multiple leads at once.

Email Integration

Zoho CRM can integrate with a business's existing email environment, allowing for easy sharing of email information between users within an organization. Using its server information, a business can pull email accounts into Zoho CRM within minutes.

Once email has been integrated, users can access new messages and reply them from directly within Zoho CRM. A list of all emails will be available under each lead's information.

Emails are accessible through the Emails module of Zoho CRM.

Integrations


In addition to email integration, Zoho CRM can connect to many apps businesses use each day. Zoho CRM cleanly integrates with Microsoft Outlook, Microsoft Office, PhoneBridge, and QuickBooks.

Zoho CRM for Google Apps take the software beyond simple email integration. Using Zoho's API, developers can customize Zoho CRM to work as a business requires.

Pricing


For up to three users, a free plan includes all of the basic features of Zoho CRM, with up to 5,000 records. A standard plan that adds sales forecasting, reporting, and more is available for $12 per user per month, while a plan that includes email integration costs $20 per user per month. An enterprise version for multi-level organizations is available for $35 per user per month.

Bottom Line


  • Lead generation through a business's website.
  • Track all activity associated with a specific lead.
  • Email integration allows all communication to be managed in one place.
  • Workflows allow actions to be triggered by specific events.
  • Tasks help businesses ensure tasks are completed.

FAQs for Zoho CRM

Below are some frequently asked questions for Zoho CRM.

Q. What are the main features of Zoho CRM?

Zoho CRM offers the following features:

  • Sales Force Automation
  • Marketing Automation
  • Customer Support & Service
  • Inventory Management
  • CRM Analytics
  • Workflow Management
  • Role-based Security
  • Developer API for Third-party Integration
  • CRM with Email
  • Integration with Microsoft Office & Outlook
Q. How much does Zoho CRM cost?

We have the following pricing information for Zoho CRM:

Starting from: $12.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

Free Edition (CRM for entrepreneurs) - 3 Users Free.

Standard Edition (Sales tracking for Small Businesses) - $12/user/month.

Professional Edition (Complete CRM for any SME) - $20/user/month.

Enterprise Edition (CRM for multi-level organizations) - $35/user/month.

Q. Who are the typical users of Zoho CRM?

Zoho CRM has the following typical customers:

Freelancers, Small Business

Q. What languages does Zoho CRM support?

Zoho CRM supports the following languages:

Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English, French, German, Italian, Japanese, Polish, Portuguese, Spanish, Swedish, Turkish

Q. What type of pricing plans does Zoho CRM offer?

Zoho CRM has the following pricing plans:

Free Trial, Freemium, Subscription

Q. Does Zoho CRM support mobile devices?

Zoho CRM supports the following devices:

Android, iPhone-iPad, RIM-BlackBerry

Q. Does Zoho CRM offer an API?

Yes, Zoho CRM has an API available for use.

Q. What other apps does Zoho CRM integrate with?

Zoho CRM integrates with the following applications:

QuickBooks, Zoho Mail

Q. What level of support does Zoho CRM offer?

Zoho CRM offers the following support options:

No information available.

Q. What are the main benefits of using Zoho CRM?

Zoho CRM offers the following benefits:

- Save over 60% of your current CRM Costs migrating to Zoho. - Track sales & marketing centrally - Modular and easy to use - No data lockup, export data at anytime

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