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Zoho CRM is an omnichannel cloud-based customer relationship management platform that helps global businesses to take control of their business processes to build lasting customer relationships. The web-based platform can be customized to suit industries of all types and sizes. Zoho CRM offers integration with over 40 Zoho products and extend its capacity with more than 300 third-party app extensions, including G Suite, Office 365, Salesforce, and other popular apps.
Typical customers
Platforms supported
Support options
Training options
Value for money
4.3
/5
6.6K
Starting from
20
/user
Per month
Value for money contenders
Functionality
4.3
/5
6.6K
Total features
201
30 categories
Functionality contenders
Overall Rating
4.3
/5
6.6K
Positive reviews
3.3K
2.2K
758
168
75
Overall rating contenders
Scheduled emails are stored under the mass email module, which can be accessed by clicking the three-dot [...] menu on the "Module List View" page and selecting "Mass Email'. Mass emails can be created, scheduled, and edited from this view.
How do I use the Zoho CRM API?
Zoho CRM includes four different API types for different purposes: REST APIs to integrate Zoho CRM with third-party applications, bulk APIs to export and import data in bulk, notification APIs to notify users when a change is made within Zoho CRM, and query APIs to fetch records from Zoho CRM using SQL syntax.
Is Zoho CRM really free?
Yes, Zoho CRM is free for up to three users with the ability to store up to 5,000 records. The paid plans support more users and contact records and offer a range of advanced features such as email insights, scoring rules, multiple pipelines, custom fields, prediction and artificial intelligence, custom reporting, data enrichment, and more.
Does Zoho CRM integrate with QuickBooks?
Yes, Zoho CRM integrates with QuickBooks Desktop and QuickBooks Online to eliminate double entry by automatically syncing data between the CRM and accounting systems. The integration requires a QuickBooks subscription.
How do I export contacts from Zoho CRM?
Contacts can be exported from Zoho CRM in CSV format, with a limit of 3,000 records. Navigate to the "Setup" menu, click "Data Administration," and then "Export." Select "Contacts" from the drop-down list, and click "Export" to download the CSV file. Leads, accounts, deals, campaigns, tasks, and other modules can also be exported in this way.
How much does Zoho CRM cost?
Zoho CRM offers a free plan and four paid plans. Pricing starts at $20 per user per month for the Standard plan. Zoho CRM also offers discounts for annual billing. See more pricing information and plan specifics at https://www.getapp.com/customer-management-software/a/zoho-crm/pricing/.
How do I add a signature in Zoho CRM?
From the setup menu in Zoho CRM, click "Channels," then "Email," then "Email Configuration." Scroll down the page to the "Email Signature" section and click "Add New Signature." Create an email signature in the editor and save it. Then, insert it into emails from the "Email Templates" section.