An Intelligent CRM With an AI-Powered Sales Assistant :
Zia is an AI-powered sales assistant for Zoho CRM. She helps individual reps and sales teams detect anomalies in the sales process before they occur, suggests the best time to contact a prospect, and even studies their sales patterns. A powerful CRM with some intelligence is what most companies want.
The Industry's First Multichannel CRM :
Meet your customers no matter the medium. From phone, to live chat, to email, to social media, communicate and connect to give customers a better experience.
Powerful Analytics That Paint a Picture :
When you use different apps to store your data, it's vital that they can talk to one another. If they don't communicate, your data winds up in silos, and it's virtually impossible to get a complete view of your business. With Advanced CRM Analytics powered by Zoho Reports, integrate your data and gain better insights.
A Scalable CRM With Advanced Customization Options :
When it comes to a CRM solution, one size doesn't fit all businesses. That's why Zoho CRM lets you easily customize the interface to meet the particular requirements of your organization.
Pros
I recommend Zoho very often. A lot of companies go big earlier than they really need to and spend way too much on SalesForce & Marketo.
I worked for a very small company with some limited budget that pivoted to sell it's product to the Enterprise.
Zoho was incredibly easy to set up, intuitive to use, and contains all the most important features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredible effective acquiring leads, nurturing them, and tracking pipeline in Zoho. Our small sales team found it very easy to use and loved it.
Cons
There's a point when you need a more robust integration eco-system and a lot of customization. This isn't really a con per se, but Zoho, by being not as complex and customizable as SFDC, will eventually need to be replaced. This should last you many years before you outgrow the functionality.
Really good. I needed a lead-management system that i could use to capture lots of data, and ZOHO CRM provided this. However, when it comes to building such a flow (outwith a standard workflow) - the product isn't up to the job (you need a more sophisticated ZOHO product, which comes at a hefty price).
Pros
High functionality at a very low cost.
Love the ability to add web forms (from Zoho CRM) straight into your website for lead capture (integrate this with Zoho Sales IQ) and you have a very cool and functionality-rich inbound lead capture system.
Cons
Bit clunky. Bit amateur. Design & look and feel are a bit flakey. Heck - even the Zoho logo looks cheap!
Overall, I enjoy using Zoho CRM. It does everything I need it to do. I still rely on other tools to schedule emails and take meeting notes, but I still track everything back to the trusty CRM. Also, their support is very sincere and helpful. They go above and beyond to ensure a problem gets fixed in a timely manner.
Pros
- Very flexible and extensible. You can set up the CRM process to work just as you would like it to.
- Integrates with Zoho's other tools seamlessly (Books, Sales IQ, Campaigns)
- Has an excellent mobile app that can log calls and can take voice/text memos
- Email tracking is built in!
- Recurring tasks can be added for contacts, vendors, and opportunities
Cons
- The UI is not great. There is too much wasted space on the screen at all times, no matter what page you are viewing.
- The UI is slow. Every single action requires a new page load.
- You cannot schedule emails
- Incoming emails cannot be synced
Overall I love this CRM. I am using it daily and my work is incomplete without it. I use it for campaign management, sending important emails to customers. Managing all data and information in one place. The most important thing is Zoho CRM's dashboard and reports which are amazing and easy to understand.
Pros
I am using Zoho XRM for more than 3 years and found it a really amazing platform for customer relationship management. I like their simple yet effective user interface the most. I can use it very easily. Zoho CRM helps us to manage our all databases and related information at one place with amazing security. Overall I can say that this is an amazing CRM.
Cons
There is one thing that I want to highlight about this CRM that I dislike about it which is Zoho CRM is a little bit expensive compared to others but on the other hand, I can say that it is worth to spend on it.
I am a sales consultant and was asked to recommend the best CRM for a group of 3 companies, with around 50 persons each. After an evaluation of 15 initial products, Zoho CRM resulted the most adequate for this companies. The product itself is very easy to use, friendly user and extremely easy to adapt. In terms of price/performance, in my opinion is one of the best against other brands when you have a limited budget.
It is basically design for pipeline management, activities tracking as well as customer´s, also, it has a great mobile client, that said by one of my customers employee, it is even easier to use it than work on the PC.
I have been able to use other CRM´s like Sales Force, SAP, Siebel as a user in big corporations, and those are great products, but I think that for small and medium size companies, this product is simpler, less expensive and easy to use.
Pros
- Easy to customize: The product is extremely easy to customize, at the point that unless you are going to do something very specialized, you might need external support, otherwise, the ramp up curve is easy and fast. There are different versions to subscribe, the higher the version, the more you can customize. They also let you try the product for a 30 day period and you are able to switch between different versions to compare them. The bottom line is that you will not need to spend extra money.
- Language: My customers needed the product in spanish, Zoho allows you to switch between one language and another seamlessly.
- Price: There are different versions, that are very affordable, one of the difference against the leaders is that the price up to 5 users might be the reasonable, but above 5 the prices goes really high. In the case of Zoho below 5 is free with its limitations, and then you have a reasonable step up depending on the versions.
- Mobile Client: Simply amazing, once you have the product running, literally, every task or query you can do in your desk, you can also do it in your smartphone. The interface is clean, nice, intuitive and easy to use.
- Tracking and follow up: One the strongest features I found is the tools to remind you of the follow up of tasks, meeting, calls, etc. You can get advise by email, phone, etc.
- Sales methodology and Pipeline review: If your company has a black & white sales methodology, it is very easy to set it up in the CRM, also the way to view the pipeline is very intuitive and visual. It makes very easy to do pipe review and lets you drill into any module with just a click.
- Views: You can have the report & the view you need, the product comes with a lost of sample reports but also lets you do your own (The higher the version, the more you can customize)
- Workflow for triggering events: This is a great feature where you visually can determine which tasks are needed to execute after one event happens. Amazing feature.
Cons
There are many "add ons" that can be very useful once you have your CRM, by example ZOHO Projects, . My only advise is that from the beginning you have a clear understanding of what your company will be needing as this modules are priced separate from the monthly fee. Depending on the modules, you might end spending more dollars per user on them than on the crm fee.
Free Edition (CRM for entrepreneurs) - Forever free upto 3 Users.
Standard Edition (Sales tracking for Small Businesses) - $12/user/month (billed annually).
Professional Edition (Complete CRM for any SME) - $20/user/month (billed annually).
Enterprise Edition (CRM for multi-level organizations) - $35/user/month (billed annually).
- Stay on top of every activity with your new sales assistant, Zia - The conversational AI sales assistant.
- In-depth analytics for sales success
- Process management for building and automating your sales process
- Portals for your customers, vendors and partners
- No data lockup, export data at anytime
Below are some frequently asked questions for Zoho CRM.
Zoho CRM offers the following pricing plans:
Starting from: US$12.00/month
Pricing model: Free, Subscription
Free Trial: Available
Free Edition (CRM for entrepreneurs) - Forever free upto 3 Users.
Standard Edition (Sales tracking for Small Businesses) - $12/user/month (billed annually).
Professional Edition (Complete CRM for any SME) - $20/user/month (billed annually).
Enterprise Edition (CRM for multi-level organizations) - $35/user/month (billed annually).
Zoho CRM offers the following features:
Zoho CRM has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business
Zoho CRM supports the following languages:
Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Swedish, Turkish
Zoho CRM has the following pricing plans:
Free, Subscription
Zoho CRM supports the following devices:
Android, iPhone, iPad
Zoho CRM integrates with the following applications:
Adobe Sign, ClickDesk, HelpOnClick Live Chat Software, Nimble, SeamlessGov, TeamSupport, Zendesk Chat, Zoho Books, Zoho Invoice, Zoho Recruit
Zoho CRM offers the following support options:
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials
I always recommend Zoho before I recommend SalesForce. It is a best-in-class product.