Zoho CRM REVIEW

CRM Software

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USER SATISFACTION 96%
OUR SCORE 9.5

What is Zoho CRM?

Zoho CRM is an award-winning web-based CRM designed to attract, retain, and satisfy customers to grow your business. The first place in the CRM category, however, is held by Insightly which has a total score of 9.8/10 and is the winner of our Best CRM Software Award for 2016. You can try out Insightly for free here. You can also compare Zoho CRM with Insightly and see which one is better for your company.

It works well regardless if you’re a small business, an entrepreneur or a large enterprise. Zoho CRM can automate daily business activities, track sales, and engage customers in different platforms. Likewise, its mobile platform lets you take CRM on location so can get updates fast and real-time .

You can also extend CRM by integrating Zoho CRM with popular applications, such as: Microsoft Outlook, MailChimp, QuickBooks, ConstantConnect and Google Apps; as well as with cloud-based connectors like OneSaas and CloudWork.

Overview of Zoho CRM Benefits

These are the benefits companies experience when using Zoho CRM:

Generate more sales

Zoho CRM automates day-to-day sales tasks, such as: drive leads from web visits; import leads from external sources like direct mail, trade shows, and seminars; match hot leads with the right sales people; convert prospects into accounts with a single click; and customize sales processes that fit your operations.

Zoho CRM also allows you to manage customer accounts, such as: monitor all accounts from a shared database; view them across products, locations, account, and status; and track their purchase history for cross-sell or upsell opportunities.

Likewise, you can accurately forecast revenue, establish/assign/edit sales quotas, identify individual/team performance, measure forecast accuracy, and create customizable forecast reports and dashboards.

Get real-time data

The Opportunity Tracking tool allows you to see where your customer is in the sales cycle, deal size, contact history, and competitor profile to help you craft more fitting messages. Access these data in the easy, accurate Dynamic Reports & Dashboards.

Zoho also lets youidentify and target inactive leads with historical data to realign your customer messaging. The Business Card View allows you to quickly access all pertinent customer information in one window without the need to scroll or search. The Notes Section displays the time and content of past conversations for a more personal and logical communication.

Get Social

Link your customers’ Facebook and Twitter pages to Zoho CRM. Categorize them as leads or contacts and send invitations or share comments to connect.

Go Mobile

The Zoho Mobile Edition gives you access to customer data and sales records on iPad/iPhone and Android devices to help you stay updated on the go.

Integrate Google Apps

Zoho CRM integrates well with Google Apps such as: Email, Docs, Contacts, Calendar and Tasks.

Overview of Zoho CRM Features

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

Awards & Quality Certificates

Zoho CRM Position In Our Categories

Position of Zoho CRM in our main categories:

5

Zoho CRM is one of the top 5 CRM Software products

5

Zoho CRM is one of the top 5
CRM Software products


Zoho CRM is also listed in the following subcategories:

Category:Position:
Online CRM Software#4 Social CRM Software#4

There are popular and widely used systems in each software category. But are they automatically the best fit for your enterprise’s specific needs? A trendy software solution may have thousands of users, but does it provide what you need? For this reason, do not blindly shell out for popular systems. Think about the factors that you want in the software such as the cost, main features, available integrations etc. Then, select a few solutions that fit your requirements. Try out the free trials of these apps, read online reviews, get clarifications from the maker, and do your homework meticulously. This exhaustive research is certain to aid you find the best software application for your firm’s specific needs.

How Much Does Zoho CRM Cost?

Zoho CRM Pricing Plans For Enterpises & Small Business:

Zoho CRM offers a monthly or yearly pay-as-you-go service that you can cancel, upgrade/downgrade anytime. All major cards and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and enterprise pricing plans to choose from:

Standard – $12/user/month (billed annually)

  • Sales Forecasting
  • Reports and dashboards
  • Document library
  • Roles and profiles
  • Mass email
  • Call center connectors
  • 100,000 records

Professional – $20/user/month (billed annually)

  • All Features from the Standard Plan
  • Email integration
  • Social CRM
  • Google AdWords integration
  • Workflow automation
  • Inventory management
  • Macros
  • Unlimited records

Enterprise – $35/user/month (billed annually)

  • All Features from the Professional Plan
  • Territory management
  • Custom applications
  • Custom buttons
  • Workflow approval processes
  • Page layouts
  • Custom modules
  • Multiple currencies

Ultimate – $100/user/month

  • All Features from the Enterprise Plan
  • Sandbox
  • Dedicated Database cluster
  • Priority support
  • Advanced customization
  • Advanced CRM analytics
  • Enhanced storage

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and opinions about Zoho CRM across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Zoho CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

215

NEGATIVE SOCIAL MENTIONS

2

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Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • TRAINING
  • TICKETS

What are Zoho CRM pricing details?

Zoho CRM Pricing Plans:

Zoho CRM offers a monthly or yearly pay-as-you-go service that you can cancel, upgrade/downgrade anytime. All major cards and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and enterprise pricing plans to choose from:

Standard – $12/user/month (billed annually)

  • Sales Forecasting
  • Reports and dashboards
  • Document library
  • Roles and profiles
  • Mass email
  • Call center connectors
  • 100,000 records

Professional – $20/user/month (billed annually)

  • All Features from the Standard Plan
  • Email integration
  • Social CRM
  • Google AdWords integration
  • Workflow automation
  • Inventory management
  • Macros
  • Unlimited records

Enterprise – $35/user/month (billed annually)

  • All Features from the Professional Plan
  • Territory management
  • Custom applications
  • Custom buttons
  • Workflow approval processes
  • Page layouts
  • Custom modules
  • Multiple currencies

Ultimate – $100/user/month

  • All Features from the Enterprise Plan
  • Sandbox
  • Dedicated Database cluster
  • Priority support
  • Advanced customization
  • Advanced CRM analytics
  • Enhanced storage

What integrations are available for Zoho CRM?

You can extend Zoho CRM by integrating it with some of the following applications:

  • Zoho Mobile Edition
  • Zoho Email
  • Zoho Projects
  • Zoho Apps
  • Google Apps
  • Gmail
  • Microsoft Outlook
  • QuickBooks
  • MailChimp
  • Contactology
  • Coconect
  • Constant Contact
  • Zopim
  • Twitter
  • Facebook
  • vWorkApp
  • ClickDesk
  • ExactTarget
  • HelpOnClick
  • gUnify
  • OneSaaS
  • Socket
  • TeamSupport.com
  • GetResponse
  • Wufoo
  • SimplyCast
  • CloudWork
  • Unbounce

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