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Zoho CRM

Flexible CRM for Small Business
(based on 9 reviews)
  • 18,982 followers
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  • 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

Zoho CRM Overview

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.

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.

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.

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.

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.

Intended Users
Freelancers, Large Enterprises, Mid Size Business, Small Business
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

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.

*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.

Screenshots

Screenshot #1 of Zoho CRM ()
Screenshot #2 of Zoho CRM (Zoho CRM also for iPhone)
Screenshot #3 of Zoho CRM (Zoho CRM dashboard)
Screenshot #4 of Zoho CRM (Zoho CRM Lead)
Screenshot #5 of Zoho CRM (Zoho CRM List view)
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Specifications

Devices Supported
Android, iPhone-iPad, RIM-BlackBerry, Web-based
Supported Platforms
Google Apps, Open API

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.

Zoho CRM 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.

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

Customer service issue

Chris M.24th of February 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.

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Goodbye Salesforce!

HappyWeSwitched27th of January 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) --

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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.

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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.

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Easy to use application

Shantha Kumara1st of October, 2012 04:48

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

Read all reviews for Zoho CRM


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