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.
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 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.
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.
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.
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.
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.
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.
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.
*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.
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.
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.
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.
- 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 issueChris 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.
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) --
Almost the Golden CRM I have been searching forDiane15th 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 affordableMosguido28th 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 applicationShantha Kumara1st of October, 2012 04:48
This is an application which is easy to use for CR.
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Software by Zoho Corp. Page last modified