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Zoho CRM is a cloud-based software suite designed to help small businesses manage their customer service and marketing for the web. It offers analytics, lead generation tools, email templates, etc., making it easier than ever for you to grow your business on the go. But does Zoho have all of the features that are necessary?
Zoho CRM is a cloud-based customer relationship management software that can be used by small businesses and large corporations. It offers an easy to use interface, which makes it easier for users to manage their business. The pricing of Zoho CRM is based on the number of users in your company and how long you plan to keep the software. Read more in detail here: zoho crm pricing.
Zoho CRM is a customer relationship management (CRM) solution that allows companies of all sizes to handle their sales, marketing, customer care, and inventory requirements in one place. It includes features including lead and deal management, lead scoring, sales forecasting, email marketing, Marketing on social media, and analytics for users. It’s perfect for expanding businesses seeking for an all-in-one CRM system that’s scalable.
Go to the Zoho CRM website.
Who Should Use Zoho CRM?
- Small Enterprises in search of an all-in-one CRM: Multichannel customer outreach, automatic lead creation, and email marketing are just a few of the tools included in Zoho CRM’s free and inexpensive subscription solutions. As a result, it’s one of our top selections for small company CRMs.
- Teams in need of a free CRM might check out Zoho CRM, which provides a three-user free subscription. It’s one of the greatest free CRMs since it includes basic sales process automation and team communication tools.
- Salespeople looking for a CRM with strong social connectivity might look at the following options: Zoho CRM entered our list of the top social CRM solutions because of its robust social capabilities. Customer data enrichment through Twitter and Facebook, customer social activity monitoring, automated lead creation, and social engagement with leads and contacts are all available.
- Accountants and financial staff: Zoho CRM contains crucial capabilities for accountants and bookkeepers, such as producing quotations, invoices, and purchase orders (POs), maintaining product inventories, and tracking repeat customer subscriptions. It is our top recommendation for the finest CRM systems for accountants.
Who Isn’t a Good Fit for Zoho CRM?
- Companies seeking a white label CRM: Because Zoho CRM does not provide white label solutions, customers cannot alter or resell it under their own brand. Check out our list of the finest white label CRM systems if you’re looking for a solution that you can rebrand or combine with your own services.
- In their free plan, teams that need four or more user allocations: While Zoho CRM’s free plan is comprehensive and feature-rich, it only allows for three users at a time. Consider subscribing to HubSpot CRM, Freshsales, or Bitrix24 if you require a free CRM with unlimited user allocation.
- Real estate agents seeking for a CRM with marketing features should consider the following: While Zoho CRM offers email marketing, it does not provide real estate Professionals marketing choices for digital or print marketing. Consider Market Leader, a one-stop shop for online and direct mail marketing, as well as lead generation and conversion. As a result, it is included in our list of the top real estate marketing firms.
Overview of Zoho CRM
Go to the Zoho CRM website.
Pricing for Zoho CRM
Zoho CRM has a free version with three user allocations and four subscription plans ranging from $14 to $52 per user, per month when billed yearly. Deal and opportunity management, numerous sales pipelines, workflows, sales forecasting, social media tools, and email marketing are all included.
Zoho CRM has two special versions in addition to its usual price plans: Bigin Zoho and CRM Plus. When invoiced yearly, Bigin Zoho includes a free version and a subscription plan that begins at $7 per user, per month. It’s a pipeline-focused CRM with basic features geared toward small businesses. CRM Plus, on the other hand, costs $57 per user, per month when paid yearly, and includes support desk, campaign management, analytics, and Marketing on social media capabilities.
Select a plan from the drop-down menu below for additional information about Zoho CRM’s subscription options:
Choose to discover more. FreeStandardProfessionalEnterpriseUltimate
Free
A maximum of three users may be assigned to the Free plan. It includes lead, contact, account, and deal management, among other CRM functions. Workflow automation, standard reporting, and basic email marketing tools including email templates, email opt-out, and email authentication are all included with the Free plan. However, analytics, Management of social media, inventory management, and third-party connectors are all missing.
Standard
The Standard plan includes everything in the Free plan plus an unlimited number of users. Sales forecasting, email analytics, various sales funnels, and report scheduling are among the new features. It also has extensive social media integration features that supplement client data with information from Twitter and Facebook, as well as automatic social media lead generating.
Professional
The Professional version of Zoho CRM offers many of the same features as the Standard plan. Task assignment rules, inventory management, and customer case management are among the notable features. This subscription also includes limitless email layouts, custom reports, and Microsoft Outlook connectivity.
Enterprise
The Enterprise plan contains a lot more sophisticated capabilities, the most notable of which are prediction and artificial intelligence (AI) technologies. Its assistant Zia (similar to Apple’s Siri) provides users with conversational AI, assisting them in retrieving information and suggesting the optimal times to contact leads and clients. Webform analytics, webform A/B testing, and workflow reports are among the company’s analytics services.
Ultimate
The most expensive Zoho CRM package, Ultimate, has comparable capabilities as the Enterprise plan. However, in terms of API, regions, regulations, data enrichment, page layouts, portals, online forms, roles, profiles, and social branding, it has the most restrictive feature set available. It also comes with powerful business intelligence, which is included in the premium version of Zoho Analytics.
Apart from the above-mentioned price tiers, Zoho CRM additionally provides two unique CRM editions:
Bigin Zoho
Bigin Zoho is a pipeline-centric CRM made especially for small businesses and offers fewer features than Zoho CRM. It has a free version with 500 records, three workflows, a single pipeline, and a built-in phone. Its Express version, priced at $7 per user, per month (when billed annually), offers 50,000 records, 25 workflows, 20 email templates, and multiple pipelines.
CRM Plus
CRM Plus is a unified customer experience platform that delivers nine sophisticated services for customer-facing teams in a single interface for $57 per person, per month (when invoiced yearly). These are some of them:
- CRM for pipeline management and sales automation
- For live chat and visitor monitoring, use SalesIQ.
- Desk of assistance
- Tools for project management
- Marketing automation campaigns
- Analytics provides a uniform view of your teams’ data
- For sales emails, use SalesInbox.
- Marketing on social media
- Customer polls
Features of Zoho CRM
Zoho CRM combines a variety of capabilities into a single platform, allowing sales teams to handle sales force automation, workflows, CRM reports, inventories, and emails in one location.
Take a deeper look at the features of Zoho CRM by reading on:
Characteristics
The sales analytics page in Zoho CRM provides an in-depth look at all areas of a company’s sales performance, including revenue goal against actual revenues. (Image courtesy of Zoho CRM)
The following is a list of some of the features that Zoho CRM has to offer:
Management of Leads
The lead creation and management tool in Zoho CRM assists customers in identifying high-quality leads from a large pool of incoming prospects. It enables them to maintain tight contact with prospects across many touchpoints, including live chat and social media. It also offers extensive lead scoring criteria that allow customers to prioritize their sales leads using positive and negative scoring in order to increase conversion rates.
Zoho CRM’s Management of Leads page is laid out in a simple and straightforward manner to help users easily monitor the status of their leads. (Source: Zoho CRM)
Management of social media
Users may monitor brand mentions on social media platforms like Facebook and Twitter using Zoho CRM’s social media features, and publish to their social media sites straight from their CRM page. It also allows companies to create process triggers that add leads and contacts from social media depending on the kind of customer engagement and allocate them to the right sales professional.
Users may use Zoho CRM to automate lead creation from their social network relationships by creating rules and triggers. (Image courtesy of Zoho CRM)
Predictive Tools & AI
Zia, Zoho CRM’s AI assistant, is a conversational AI technology that assists users in performing and completing tasks more effectively. Zia assists users with common tasks such as taking notes and calculating sales figures. Users may simply contact Zia by calling her from their smartphone app or from the bottom corner of their laptop screen.
Zia, Zoho CRM’s predictive and AI assistant, searches the system for information based on the user’s inquiries or commands. (Image courtesy of Zoho CRM)
Managing a Territory
Zoho CRM’s Managing a Territory feature allows users to segment accounts, contacts, and deals into specific territories. It lets them build hierarchies by creating territories and subterritories. Users can also define conditions for each of these territories and assign records accordingly.
Users may see sales agents allocated to certain areas and their accompanying objectives in Zoho CRM. (Image courtesy of Zoho CRM)
Integrations with third-parties
Many third-party programs may be integrated with Zoho CRM, allowing users to synchronize client data into the platform. They can also manage social media accounts and projects, as well as produce email marketing and Service to Customers performance analytics and boost their team’s overall efficiency.
The following are some of Zoho CRM’s most popular integrations:
- Google Workspace is a service provided by Google.
- Zoom
- Ring.io
- Slack
- Trello
- Mailchimp
- Zendesk
- PayPal
Service to Customers
Customer assistance in Zoho CRM differs depending on the package. The Free plan includes access to the knowledge base and community forums, as well as email support 24 hours a day, seven days a week with a 24-hour response time. During business hours, phone help for important requests is accessible to premium customers.
Zoho CRM provides two premium support plans: Premium and Enterprise, for paying customers that want more quick and hands-on help. Premium assistance costs $114 per month or $1,128 per year, whichever is more, or 20% of the recurring licensing charge. The cost of enterprise support is 25% of the recurring licensing charge.
User-Friendliness
From the outset, Zoho CRM is simple to use and deploy. It offers a user-friendly interface with reduced administrative controls, making it ideal for people with less technical knowledge. It also provides online training for individuals interested in learning more about the platform and how to get the most out of their membership.
Alternatives to Zoho CRM
If Zoho CRM does not fulfill your company objectives, you may want to examine the following options:
For more information, see our post on the best CRM for small companies.
What Users Have to Say About Zoho CRM
The large variety of choices for various kinds and sizes of organizations that Zoho CRM offers appeals to users. While it has a lot of features, most users believe it’s simple to understand and use. However, some users have noticed issues and difficulties in areas such as lead uploads, account listings, and workflows. Despite this, the majority of them continue to suggest it because of its scalability and excellent features.
Zoho CRM has the following review ratings from prominent user review sites at the time of publication:
Conclusion
Lead and contact management, reporting, email marketing, social integration, and conversational AI capabilities are among Zoho CRM’s strongest features. It is ideal for startups and emerging businesses, as well as providing a comprehensive range of functions for big corporations. It allows consumers to start with a lower-tier plan and then upgrade as their company grows. To experience Zoho CRM in action, join up for a free trial or start with its Free plan.
Zoho CRM is an online customer relationship management software that can be used for small businesses. This software allows users to manage their customers and contacts in a way that is easy and efficient. Reference: best crm for small business.
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