Zoho CRM Review

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What is Zoho CRM?
Overview of Zoho CRM
Overview of Zoho CRM Features
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Our score 8

What is Zoho CRM?

Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.

Overview of Zoho CRM

Seller :

Zoho Corporation Pvt. Ltd.

HQ Location :

Austin, TX

Year founded :

1996

Language supported :

Arabic Czech Danish German English French Croatian Hungarian Italian Japanese Dutch Polish Portuguese Spanish Swedish Turkish Vietnamese Russian Chinese Hindi

User satisfaction :

Integrations :

Dropbox Slack Zoom LinkedIn OneDrive Zendesk Shopify SurveyMonkey Mailchimp HubSpot Eventbrite Trello QuickBooks Facebook PayPal Zoho Microsoft Office 365 G Suite Goto Meeting Adobe Xero Google Ads WhatsApp

Devices Supported :

Windows Android iPhone/iPad Mac Web-based Linux

Deployment :

Cloud Hosted Open API

Customer Types :

Small Business Large Enterprises Medium Business Freelancers

Pricing Model :

Monthly payment Annual Subscription Quote-based Free

Support :

Email Phone Live Support Training Tickets

Phone :

+1 (888) 900-9646

Overview of Zoho CRM Features

Stay tapped on customerâs interests and updates
Intuitively scans your mailbox and displays only relevant emails
Convert prospects into opportunities, accounts, and contacts with a single click
Capture leads from website
Sort records by record owner and module
Track records that are critical to your business based on your criteria
Custom Modules, API, Webhooks and Custom Functions
Match sales-ready leads to the right sales people
Customer dataÂ across products, geographies, account, and status
Manage templates in secured folders
Get updated user info in merged documents
Sales processes as per own best practices (B2B & B2C)
Sales Opportunity Management
Customize fields
Automate lead management process
Create mail merge templates for different modules
Identify cold prospects for a sales follow-up
Assess individual and team performance
Complete visibility based on last activity
Pipeline Analysis
Sales Stage & Probability Analysis
Auto schedule the workflow actions at pre-defined interval
Instant notifications to 3rd party applications via Webhooks
Upload forms live instantly
Real-Time Forecasting
Loyalty programs
Search customers nearby, create tasks
Enable security controls, organizational hierarchy & territories
Workflow alerts while creating or modifying records
Purchase history to find cross-sell and up-sell opportunities
Drag-and-drop customization wizard
Get notification and reply to customer emails within CRM
Forecast accuracy against commit amounts
Price quotes, sales orders and invoices
Engage future prospects from within the social stream
Digitalize and save business cards on your iPhone
Create forms with no coding
Single database
Reply to direct messages, likes and mentions via your brandâs social profile
Quick feedback from colleagues to improve document
Link prospect and customers emails with your CRM data
Real time access to customer data
Manage recurring events by day, week, month and/or year
Fast track lead to deal process
Stay on top of sales updates in real time
Send documents from your CRM
Big deal alert
Associate tasks to the workflow rules withÂ CRM records
Email notifications with templates and upon triggering a workflow rule
Catch leads directly into your CRM
Macros automate tasks
Role-based folders, sub-folders
Free Edition
Create, assign and revise sales quotas
Sort updates by users and modules
Fully customizable forecast reports and dashboards
Share collateral to your salespeople
Invite employees, leads and contacts to meetings and events
Import leads from trade shows, seminars, direct mail, etc.
Competitive Analysis
Get a copy of the email linked to the right lead or contact in CRM
Set rules to simplify lead distribution
Sales pipeline and sales escalation process
Create campaigns, email marketing & autoresponders
Quick glance at important details of the contact without scrolling or searching
Revenue based on data within Zoho CRM
360-degree view
Send emails via your favorite mail client
Business Card View
Parent-child relationships between customer accounts and their subsidiaries
Log important customer calls
Quota Management
Save customer meetings and calls in an intuitive calendar
Monitor sales opportunities across sales cycle
Receive sales alerts
Import sales opportunities from third-party solutions and services
Captures, collates and distributes customer email activity within your CRM
View social interactions of your brand with prospect
Capture trade show leads directly into Zoho CRM
One document can have multiple versions
Comment or like them inside CRM
Lead Generation & Qualification
Share emails from prospects based on your own rules
Custom Functions