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Brand : Zoho Corporation
4.4 
55 Ratings & 53 Reviews
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Starting at $ 35.00
Zoho stands out as a premier online CRM solution suitable for both the American and global markets, providing invaluable support for sales teams and businesses in lead management and conversion. ...Read more
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Customer Information Management (CIM)
Account Management Tools to oversee and maintain customer accounts and relationships. Customer Profiles Detailed views of customer information and interaction history. Audience Segmentation Categorize customers based on specific criteria for targeted marketing. CRM Database Centralized repository for storing and managing customer data. Interaction History Chronological record of all communications with each customer. Sales Enablement
Territory Management Assign and manage sales regions to optimize coverage. Quote Management Create, track, and manage sales quotations efficiently. Opportunity Management Identify and manage potential sales opportunities effectively. Sales Order Management Oversee and process customer orders from initiation to fulfillment. Business Process Automation (BPA) Automate repetitive tasks to streamline business operations. Sales Funnel Management Visualize and manage potential sales prospects through stages. Lead Lifecycle Management Track and nurture leads from acquisition to conversion. Automated Sales Workflow Streamline sales processes through automation of tasks. Contract Management Create, store, and track customer contracts systematically. Sales Projections Predict future sales and revenue based on current data. Marketing Automation
Drip Campaigns Automated series of emails sent based on user actions or timelines. Lead Nurturing Develop relationships with potential customers through targeted content. Email Campaigns Design and send targeted email marketing messages. Customer Segmentation Divide customers into groups for personalized marketing. Campaign Automation Automate marketing campaigns across multiple channels. Customer Journey Mapping Visual representation of the customer experience across touchpoints. Trigger-Based Automation Initiate actions in response to specific customer behaviors. Data Sourcing / Integrations
API Integration Utilize APIs to enable custom integrations with other systems. Data Import/Export Transfer data into and out of the CRM system seamlessly. Ecommerce Integration Link CRM with online shopping platforms for streamlined sales. Calendar Integration Sync calendars to schedule and track meetings and events. Third Party Integrations Connect with external applications to enhance CRM functionality. Email Marketing Tools Integration Connect with email platforms for cohesive marketing efforts. Marketing Tools Integration Integrate with various marketing platforms for unified operations. Interactive Voice Response (IVR) Integration Incorporate IVR systems for automated telephony interactions. Social Media Integration Connect and manage social media channels within the CRM. Collaboration and Communication Tools
Omnichannel Support Provide consistent customer service across multiple channels. Sales Process Task Management Assign and monitor tasks related to the sales process. Internal Messaging System Facilitate real-time communication within the organization. Template and Document Management Store and manage templates and documents centrally. Security & Compliance
Data Encryption Protect data through encryption during storage and transmission. Activity Logs Record user activities for monitoring and auditing purposes. Role-Based Access Control (RBAC) Restrict system access based on user roles. Backup & Disaster Recovery Ensure data is backed up and recoverable in emergencies. GDPR & Data Privacy Comply with data protection regulations to safeguard privacy. AI & Machine Learning
Predictive Analytics Analyze data to forecast future trends and behaviors. Lead Scoring Evaluate leads to prioritize based on conversion likelihood. AI Assistants Utilize AI-driven tools to automate tasks and provide insights. Reporting & Analytics
Predictive Analytics Analyze data to forecast future trends and behaviors. Sales Reports Monitor sales performance with detailed reports on revenue, deals, and targets. Campaign Performance Track marketing campaign success through engagement, conversion, and ROI. Real-Time Analytics Instant access to reports and insights for agile decision-making. Customer Insights Analyze customer behavior, preferences, and interactions for data-driven decisions. KPI Tracking Measure key performance indicators (KPIs) to evaluate business success. Personalized Dashboards Custom dashboards to track KPIs, sales, and customer insights in real-time. Market Trend Analysis Identify industry trends to adapt strategies and stay competitive. Alerts & Notifications
Real-Time alerts Instant notifications for critical business updates and customer interactions. Push Notifications Send notifications to mobile devices for quick updates and reminders. Error Logs Track and report system errors for quick resolution. Event-Triggered Notifications Automatically notify users when specific CRM events occur. SLA Violations Alert teams when service-level agreements (SLAs) are not met. Customer Activity Alerts Receive alerts when customers take key actions, like purchases or inquiries. Others
Mobile App Use Zoho CRM on your mobile devices for flexibility.
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Pros
“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
“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
“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
“It’s a little difficult to organise the leads. Need more features for it.” Ekansh Patheja - Oct 10, 2023
“It has a learning curve. Takes time for people to understand the functionality.” Deepanshu Grover - Oct 10, 2023
“When it comes to the UI sometimes it seems clunky and takes a bit of time to respond. ” Ankit - Mar 7, 2022
“ZOHO CRM Review - CRM software review”
4.4
Review by: WhataSoftware
“Zoho CRM Mobile App - Customer reviews”
4.5
Review by: Zoho CRM
“What is Zoho CRM - Zoho CRM Review - Zoho CRM”
4.5
Review by: Business Guide
Verified reviewer:
Associate, IT
101-500 Employees
Reviewed on: Aug 1, 2022
Verified reviewer:
Owner, IT
101-500 Employees
Software user since: 6-12 months
Reviewed on: Sep 5, 2022
Verified reviewer:
Executive, E-commerce
101-500 Employees
Software user since: 6-12 months
Reviewed on: Sep 5, 2022
| 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 People, Zoho Invoice, Zoho Books, Zoho Projects, Zoho Payroll |
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