Zoho CRM Software Review: Overview – Features – Pricing

Overview Presentation

zoho-crm-logoZoho CRM is a customer relationship management system that enables users to sell smarter, better, and faster. It has modern features that allow them to reach out to prospects at the right moment. They are able to engage customers across multiple channels. With this CRM software, businesses of all sizes are able to close more deals in a smarter way.

Features, Benefits, Product Strengths

  • Multichannel, SalesSignalsZoho CRM enables users to connect with customers and prospects in real time, across all channels. They can see emails organized according to the CRM pipeline, allowing them to respond to the customers who matter most. They can contact customers over the phone inside the CRM, with a single click. Users can initiate a live chat with website viewers to get more information. Portals let customers, vendors, and partners access past purchases, cases, and invoices through distinct portals to help them make informed buying decisions. It connects with social media to help users understand what people are saying about the brand and capture more leads. SalesSignals allows them to streamline notifications across multiple channels and respond to customers in real time.
  • AI, Performance and Analytics – The customer relationship management system has a new artificial intelligence feature called Zia. It learns about the business and the team, and offers predictions on trends, anomalies, conversions, and deals closing. Users can call or chat with Zia to ask her for record info, reports, to add new data to the CRM, and more. Performance metric tools such as reports, analytics, and forecasting allow them to measure the performance of every sales activity, and break up quotas into achievable targets. Territory management helps users segment customers into different territories, assign them to the right sales rep, gain insights, and exceed sales forecasts.
  • Customization, Process Management, Sales Automation, and more – Zoho CRM allows customization of standard modules. Users can also add more functionalities so they can work the way they want to. They can customize views, filters, and fields, and decide how much data they want to see at any given time in the language they prefer. For instance, CRM View on Deals is a Kanban board showing a summary of deals, segmented and prioritized based on their stage. Blueprint is a process automation tool that enables users to build and automate sales processes, while also ensuring compliance from the sales team at every step. The CRM system also has an approval process, workflow rules, macros, and assignment rules. Other features include pipeline management, team collaboration tools, marketing automation, and developer tools. It integrates with many third-party apps available in the Marketplace. Native mobile apps for iOS and Android are available. Security features allow organization to protect their customers’ data while giving employees the right access to get their work done.

Pricing

Zoho CRM offers a free plan and several paid plans. The Free edition includes up to 3 users and features such as leads, documents and mobile apps. The Standard edition is priced at $12 per user per month billed annually (or $18 per user month by month). It includes all features in the Free edition plus up to 100,000 records, scoring rules, email insights, workflow conversion, and others. The Professional edition is at $20 per user per month billed annually, and includes all Standard edition features, plus unlimited records, SalesSignals, Blueprint, webhooks, and more. The Enterprise edition is at $35 per user per month billed annually. It includes all features, such as Zia Voice, SalesInbox, Canvas, BI Tools, data encryption, and more. An Ultimate edition at $100 per user per month billed annually is also available. A 15-day free trial is offered.

Social Network Presence

Target Market

Zoho CRM is for businesses of all sizes, across industries, especially valuable for sales and marketing teams. Organizations using other Zoho products can easily integrate with Zoho CRM to cover important sales-related business processes.

Supported Languages

Supports English (US), English (UK), Hebrew, French, German, Spanish, Italian, Japanese, Korean, Portuguese (Portugal), Portuguese (Brazil), Russian, Swedish, Bulgarian, Chinese (Taiwan), Chinese (China), Danish, Dutch, Polish, Hungarian, Turkish, Vietnamese, Hindi, Croatian, and Czech.

Some of their Clients

Clients include Amazon.in, Amiad Water Systems, Selectra, IIFL, Southern Cross Protection, Animated Story Boards, and Marcoa.

Testimonials

Divya Sundaraju described Zoho CRM’s artificial intelligence, Zia, as extremely impressive. She also stated that the mobile app helps her analyze her sales rep’s occupancy data, which is a very advantageous tool for any organization. She added that support is amazing, assisting her anytime she needed help.

Fred Greenhalgh stated that they are able to track the entirety of a customer’s journey and manage their solar installation projects from start to finish. Zoho CRM provides the tools to create the methodology and culture to accomplish their goals. He believes that he can attribute their growth to tracking their sales pipeline in Zoho.

Why Zoho CRM

Zoho CRM is a stable and reliable product with over 12 years of existence and experience. It is trusted by over 150,000 customers worldwide. Companies choose the CRM software mainly for: ease of use, customer support, flexible pricing with no hidden charges, being very customizable, automation features, being a complete sales solution, easy integration, and mobile solutions.

Company Info

Zoho CRM is a product of Zoho Corporation Pvt. Ltd., a privately held information technology and services company with headquarters in Pleasanton, CA, USA. The company, which was initially named AdventNet, was founded in 1996 by Sridhar Vembu, CEO. The first Zoho product was launched in 2005, followed by Zoho CRM in 2006. AdventNet became Zoho Corporation in 2009. Today, the company has more than 30 software products. It is committed to providing quality products and exceptional service for the long term.

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Jose Maria Delos Santos

Jose Maria Delos Santos

Jose is a subject matter expert and member of the writing team for Project-Management.com and Bridge24. He has written hundreds of articles including project management software reviews, books reviews, training site reviews, and general articles related to the project management industry.

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