CRM software that helps you sell smarter, better, faster.
4.19/5 (2,394 reviews)
Free Edition (CRM for entrepreneurs) - 3 Users Free.
Standard Edition (Sales tracking for Small Businesses) - $12/user/month (billed annually).
Professional Edition (Complete CRM for any SME) - $20/user/month (billed annually).
Enterprise Edition (CRM for multi-level organizations) - $35/user/month (billed annually).
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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 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.
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.
