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Zoho CRM

Brand : Zoho Corporation

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Starting at ₹ 1300

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Zoho is one of the best online CRM software for sales teams and businesses, and it helps track, qualify, and manage leads. This CRM software provides omnichannel support and lets users interact with customers via call, email, live chat, and social media—over 250,000 businesses worldwide trust Zoh...Read more

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Zoho CRM Software Pricing, Features & Reviews

What is Zoho CRM?

Zoho is one of the best online CRM software for sales teams and businesses, and it helps track, qualify, and manage leads. This CRM software provides omnichannel support and lets users interact with customers via call, email, live chat, and social media—over 250,000 businesses worldwide trust Zoho CRM with their operations.

Zoho CRM has advanced features and an easy-to-use design that helps increase sales and build stronger customer relationships without any hassle. It improves lead conversion and streamlines the sales cycle through transparency in workflow. This online CRM platform offers full customer interaction history and touchpoint monitoring to improve the strategy of the sales personnel.

Why Choose Zoho CRM Software?

  • Secure and Reliable: Only authorized users can access the data. This is ensured by advanced security features like encryption, audit logs, IP restrictions, two-factor authentication, and more.
  • Mobile Accessibility: You can access Zoho CRM on the go via a mobile app. This is useful for the sales team in the field who can access customer data whenever they want. Everyone can collaborate remotely and stay up to date.
  • Quick Onboarding: You can easily migrate from your existing CRM to Zoho CRM. The entire sales data transfer is a matter of a few clicks.
  • Customer Support: Zoho CRM users get 24/7 customer support to resolve any issues that might arise while working with its modules.
  • Flexible Subscription Plan: You can choose among different subscription plans for month-on-month use. Zoho CRM also offers discounts on annual subscriptions.

Features of Zoho CRM Software

  • Sales Process Builder: Zoho CRM helps create a sales cycle or workflow. It tacks the sales funnel for lead qualifying, order management, lead follow-up, deal closure, and more.
  • Contact Management: You can connect to customers and prospects via live chat, calls, emails, social media, and more. All customer tickets are synced with relevant sales data, and you are suggested the best times to connect with them.
  • Deal Management: Get the status of all deals in a single place. With filters and sort functionality, you can quickly take action on urgent deals.
  • Workflow Automation: You can automate all repetitive tasks of your team. This allows you to focus on important matters and drive sales.
  • Marketing Automation: Marketing automation tools ensure that you get the best ROI from your campaigns and only quality leads are passed to the sales team.
  • Omnichannel Support: You can track all customer information from email conversations, calls, social media, live chat, web forms, self-service portals, and more in real-time. This helps in obtaining meaningful insights.
  • Customizable Customer Portal: You can create self-service customer portals and customize them so that the queries to the most frequent problems are solved quickly. This saves the time of the customer support team.
  • Predictive Sales: Zoho CRM uses predictive AI to assign scores to leads and you can have a good estimate of your future sales.
  • AI-powered Sales Assistant: AI-powered assistant Zia helps teams manage tasks, stay up to date with sales activities, and make smarter sales decisions.
  • Analytics and Reports: You get reports and statistics to track your key sales performance indicators (KPIs). You can collaborate with your team and make decisions accordingly.
  • G-Suite and Office 365 Integration: Sales enablement teams have centralized access to G-Suite and Office 365 apps. You can sync data across performs and access them without shuffling between apps.

Zoho CRM Pricing

Zoho CRM pricing starts from ₹800 per month billed annually & ₹1300 per month billed monthly for the Standard plan. Zoho CRM plus pricing begins from INR 3500/. It offers a free version and free-trial option for the user’s flexibility. Further, Zoho CRM Plus offers additional features such as 10 GB data storage for up to 200 users / 30 GB data storage for 200 users or more, 10 customer service channels, 75+ built-in visualizations, and much more.

Depending on particular requirements, you can choose a plan that suits your business process and prices may vary. For further information, contact the Techjockey Team.

Zoho CRM Pricing & Plans

Standard
  • Mass email
  • Custom fields
  • Workflows
  • Sales forecasting
  • Custom reports
  • Canvas
  • Office 365 integration
  • Google Calendar sync
  • Zoho Marketplace
  • Option(s)
    • Users
    • Monthly
Starting at ₹ 1300
Professional
  • Blueprint
  • CPQ
  • SalesSignals
  • Inventory management
  • Webhooks
  • Assignment rules
  • Validation rules
  • Lookup fields
  • Google Ads integration
  • Option(s)
    • Users (User(s))
    • Monthly (Month(s))
Starting at ₹ 2100
Enterprise
  • Zia — AI assistant
  • Territory management
  • Custom modules
  • Custom functions
  • Journey orchestration
  • Multi-user portals
  • Kiosk Studio
  • Client scripts
  • Sandbox
  • Option(s)
    • Users (User(s))
    • Monthly (Month(s))
Starting at ₹ 3000
Ultimate
  • Enhanced feature limits
  • Extended AI capabilities
  • Advanced customization
  • Data preparation
  • Augmented analytics
  • Data storytelling
  • Unified business insights
  • Advanced administration
  • Option(s)
    • Users (User(s))
    • Monthly (Month(s))
Starting at ₹ 3200
Sales Force Automation

Sales Force Automation

Automate routine sales, marketing, and support functions that take up valuable work time, giving you more time to concentrate on your customers.

Process Management

Process Management

Does your sales team know what to do at each stage in your pipeline? With Blueprints, your sales team can find out the next move to make at any moment. Define your sales process for your whole team to follow.

Journey Orchestration

Journey Orchestration

Create personalized customer journeys with Command Center. Coordinate the actions of various departments and third-party apps used by your organization to provide customers a seamless brand experience.

Omnichannel

Omnichannel

Converse in real time with customers and prospects. Get notified when someone interacts with your brand—whether they're browsing your website, reading an email, or talking about your brand on social media.

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We make it happen! Get your hands on the best solution based on your needs.

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Zoho CRM Features

Marketing Automation

  • icon_check Campaign Management Allows you to plan, and keep track of the campaigns.
  • icon_check Lead Nurturing Nurture leads, build relationships and achieve a high conversion rate.
  • icon_check Customer Journey Tracking Zoho CRM's journey orchestration platform helps you gain deep insights into customer journeys.
  • icon_check Customer Segmentation Categorizing customers based on their region, industry, product preference, or revenue.
  • icon_check Event-Triggered Workflows Find out which touchpoints are bringing visitors to website and generating leads.
  • icon_check Automated Campaigns Helps users create, send, and track campaigns, and integrate sales and marketing activities.
  • icon_check Email Marketing Capture leads from your website and run sales and marketing email campaigns.

Data Sourcing / Integrations

  • icon_check API Access Offers API for custom integrations and data access.
  • icon_check Calendar Integration Keep track of important events and deadlines by syncing your calendars.
  • icon_check Third Party Integrations Track and manage customer's accounting and CRM information--invoices, payment reminders, and online payments.
  • icon_check Email Marketing Tools Integration Mailchimp, Google, Active Campaigns, Constant Contact, Unbouce, GetRespose, Wistia and much more
  • icon_check Marketing Tools Integration Mailchimp, Google, Active Campaigns, Constant Contact, Unbouce, GetRespose, Wistia and much more
  • icon_check eCommerce Integrations Connects with eCommerce platforms for smooth transactions.
  • icon_check Interactive Voice Response (IVR) Integration Records and stores calls made by sales reps and the email history of a lead.
  • icon_check Social Media Integration X (formerly Twitter), Instagram, Facebook, Google Business Profile, LinkedIn, TikTok, Pinterest, Mastodon and YouTube.
  • icon_check Data Import/Export Either export or import your filtered customer data from CRM or a new sheet.

Reporting & Analytics

  • icon_check Real Time Analytics Monitor sales cycle with lead analytics, deal insights, activity stats, and email analytics
  • icon_check Campaign Performance Tracks and optimizes campaign performance and ROI.
  • icon_check Custom Dashboards Create customizable dashboards for business overview of activities--email analytics, lead status, marketing metrics, activity
  • icon_check Sales Performance Reports Provides detailed insights into sales team performance.
  • icon_check Customer Insights Forecast sales revenue by accounting for deals in every stage of pipeline and set targets for team.
  • icon_check Forecasting & Trends Forecast your sales revenue by accounting for deals in every stage of the pipeline.
  • icon_check Performance Tracking Designed to visualize sales quotas, automate sales processes to improve sales efficiency.
  • icon_check Predictive Analytics Zia can provide lead scoring to help filter deals based on historical trends.

Customer Data Management (CDM)

  • icon_check Account Management Link relevant contact to a specific company account.
  • icon_check Customer Profiles The profile function controls the permission to CRM modules, records, and fields in a record.
  • icon_check Contact Segmentation Categorizing customers based on their region, industry, product preference, or revenue.
  • icon_check Activity History This records all interactions with a prospect, including calls and meetings.
  • icon_check Contact Management Store contact details like name, email address, number, job title, and social media profiles.

Sales Management

  • icon_check Territory Management Segment customer data into regions or territories and assign them to respective AEs.
  • icon_check Sales Forecasting Forecast sales revenue by accounting for deals in every stage of pipeline and set targets for team.
  • icon_check Sales Automation Sales Force Automation (SFA) provides tools and workflows that helps convert leads to deals.
  • icon_check Lead Management Helps you to capture & manage leads' activities, behaviour to qualify and engage them as customers.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Deal Management Starting with identifying hot prospect to ending with prospects being won or lost, every deal is tracked and managed.
  • icon_check Workflow Automation and Management Create workflow rules, custom actions, custom functions and workflow tasks as per your industry and choice.
  • icon_check Opportunity & Pipeline Management Helps in sales process by showing prospects' stage, buying cycle and open deals count.
  • icon_check Order Management Manages customer orders and tracks progress seamlessly.
  • icon_check Quote Management Manage quotes you offer, and receive quote requests, process them, and send them directly to clients.

Collaboration Tools

  • icon_check Team Communication Zoho Desk offers a team feed and chats to streamline team conversations.
  • icon_check Document Sharing & File Storage Provides centralized location to store sales collaterals and other relevant documents.
  • icon_check Omnichannel Support Engage in real-time via email, call, live chat, social media, web conferences, portals and more.
  • icon_check Task / Activity Management Create and associate business tasks, meetings, and log calls with customers and track the activties.

Security & Compliance

  • icon_check Data Encryption It uses AES-256 algorithm, 128-bit blocks and 256-bit keys.
  • icon_check Role-Based Access Control (RBAC) You can restrict the access to a record using Roles.
  • icon_check Audit Trails Tracks changes and actions for full accountability.
  • icon_check Backup & Disaster Recovery Ensures data protection with regular backups and recovery.
  • icon_check GDPR & Data Privacy It complies with the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA)

AI & Machine Learning

  • icon_check Lead Scoring Zia can predict the future of a sale and provide sales predictions.
  • icon_check Chatbots Zia is Zoho's AI assistant that helps in CRM data management, sales predictions, and more
  • icon_check Predictive Analytics Zia can provide lead scoring to help filter deals based on historical trends.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Sends notifications based on customer or system events.
  • icon_check Custom Workflow Alerts Customizes alerts based on workflow needs and triggers.
  • icon_check System Errors/Failures Detects and reports system errors for fast resolutions.
  • icon_check Customer Interaction Alerts Sends alerts for customer interactions for prompt follow-up.
  • icon_check Workflow Trigger Alerts Automates actions based on specific workflow triggers.
  • icon_check SLA Violations Flags SLA violations to ensure service level compliance.
  • icon_check Lead Activity Alerts Helps salesperson stay updated by providing reminder & notification via calendar and event levels.

Others

  • icon_check Budget Tracking Zoho Expense's budget feature helps curb unwanted spending and gives insights on actual spending vs budgets.
  • icon_check Touchpoint Monitoring Find out which touchpoints are bringing visitors to website and generating leads.
  • icon_check Landing Pages & Forms Yes, Zoho CRM has templates for email, inventory, and journeys
  • icon_check Call Tracking and Recording Records and stores calls made by sales reps and the email history of a lead.
  • icon_check Ticketing System Zoho Desk supports ticketing for email, phone, live chat, social media, and web forms

Zoho CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • AI Features:
  • Windows iOS Android MacOS
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMEs, MSMBs, MSMEs
  • Phone, Email, Communities, Forums
  • Videos
  • Nederlands, English, français, Italiano, Português
  • AI Integrated

Zoho CRM Reviews

90%

Have recommended this product

Overall Score

4.4/5
Based on 53 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

Pros

pros_icon “With this software, I can manage my sales funnel, pipeline, leads, and inventory. The app is quite handy and I can access all the information any time I want.” Ekansh Patheja - Oct 10, 2023

pros_icon “Tracking and finding all my potential leads becomes easy with this software. Filters are also easy to put on the documents. I can easily sort and keep a tab on my sales funnel.” Vijaya Grover - Oct 10, 2023

pros_icon “The advanced analytics feature helps me make all my reports so that I can plan for my future projects. Overall great performance.” Deepanshu Grover - Oct 10, 2023

Cons

cons_icon “It’s a little difficult to organise the leads. Need more features for it.” Ekansh Patheja - Oct 10, 2023

cons_icon “It has a learning curve. Takes time for people to understand the functionality.” Deepanshu Grover - Oct 10, 2023

cons_icon “When it comes to the UI sometimes it seems clunky and takes a bit of time to respond. ” Ankit - Mar 7, 2022

Zoho CRM Video Reviews

youtubeVideoId

“What is Zoho CRM - Zoho CRM Review - Zoho CRM”

4.5

Review by: Business Guide

youtubeVideoId

“Zoho CRM Mobile App - Customer reviews”

4.5

Review by: Zoho CRM

youtubeVideoId

“Zoho CRM Review for Small Business”

4.4

Review by: Blungo

EP

Ekansh Patheja

Verified reviewer:linkedin_verify

Reviewed on: Oct 10, 2023

5/5

“One of the best CRM software I’ve ever used”

Pros :

Cons :

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10
VG

Vijaya Grover

Verified reviewer:linkedin_verify

Reviewed on: Oct 10, 2023

5/5

“A useful tool for capturing all my leads”

Pros :

Cons :

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10
DG

Deepanshu Grover

Verified reviewer:linkedin_verify

Reviewed on: Oct 10, 2023

5/5

“Zoho CRM provides advanced analytics that help us in improving our ROI”

Pros :

Cons :

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10

Zoho Corporation Company Details

Brand Name Zoho Corporation
Information Zoho Corporation, is an Indian multinational company that specialises in software development, cloud computing, and web-based business tools. It is best known for Zoho Office suite.
Founded Year 1996
Director/Founders Sridhar Vembu / Tony Thomas
Company Size 1000+ Employees
Other Products Zoho Mail , Zoho Creator, Zoho Inventory, Zoho Campaigns, Zoho People

Zoho CRM FAQ

A Yes, Zoho CRM is available for online demo. To schedule your demo, please request a call or send an email to support@techjockey.com.
A Zoho CRM uses cloud-based storage system for providing seamless access to information. It allows employees to work from anywhere and at any time.
A Marketing automation, sales automation, workflow automation, report generation and team collaboration are the basic Zoho CRM features.
A With advanced CRM features like artificial intelligence, territory management, advanced data analytics and prediction.
A Once you install the mobile application, you can access all Zoho CRM features available on web version in the mobile app as well.
A Install Zoho CRM plugin from WordPress marketplace. Then create a Zoho CRM webform, configure the settings, and embed it.
A Zoho CRM plus version has additional functionalities to boost sales and production. It brings customer information from all departments at one place. Teams can collaborate over information and create personalized experiences for each customer.
A You can get a demo of Zoho CRM before buying. For demo and latest pricing, please get in touch with our product experts.
A Click on the Module (Leads, Contacts, Accounts) tab through which you want to send the email. In the homepage, choose the Record from List View. Click on Send Mail in the Emails Related List on the Record Details page. Then compose the email and click Send.
A Yes, Zoho CRM Plugin for Outlook can be accessed on Windows and Mac easily. Once you integrate Zoho CRM account with Outlook, you can synchronize all your contacts, manage calendar meetings and other tasks.
A You can integrate your Zoho CRM account with Xero with the help of a Zoho Partner – Suvichar Technologies. Go to the integrations section, click Connect to Xero, and all your information will get synced.
A Yes, Zoho uses AES protocol for encryption and decryption. AES-256 prevents data stored in servers from being lost or accessed by unauthorized users.
A You can create a portal or embed lead forms. For creating a portal, click on Setup> Channels> Portals. Then, select Get Started Now. Edit the portal name and click on Configure Now. Select Next to customize the rest of the settings. You can use the plug-in to embed forms
A After Zoho CRM login, go to personal settings and enter information like language, time zone, signature, and so on. Next, enter data in organization settings like company details, business hours, fiscal year, and more.
A Zoho CRM pricing in India starts from Rs 800 per month billed annually & Rs 1300 per month billed monthly for the Standard plan. Zoho CRM plus pricing begins from INR 3500/. For more details, please connect with the Techjockey team.
A In your user information page, go to Setup. Click + in the Department Setup section. In the Department Name field, enter the department name. Click Bulk Addition and enter email addresses of all users. Choose a role from the Role dropdown list. Press Save.
A There can be 10 active CRM schedules with different names at a time.
A Yes, business owners who wish to enter international markets can do so effortlessly. As the software offers compliant modules for Department of Commerce by the US and Safe Harbour from the EU.
A Zoho CRM monitors every aspect of your data for attempts of theft. It uses the industry-grade data security measures.
A Zoho CRM is a SaaS model service; it entirely depends on how long you want to use the software. You can terminate the contract at any time.

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