Zoho CRM Review


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 :
99
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 customer’s 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 data 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 brand’s 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 with 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

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