Zoho CRM Software Overview

What is Zoho CRM Software?

Zoho CRM is one of the best online CRM software for the Indian and international markets. It helps the sales teams and businesses track leads and convert them. This CRM software offers detailed CRM information about the quality and type of lead for strategizing. Zoho CRM is an omnichannel platform for the sales team to seamlessly interact with customers via call, email, live chat, and social media.

Over 250,000 businesses across the world trust Zoho CRM with their operations. Zoho CRM has advanced features and simple design that helps increase sales and build stronger customer relationships for increased output. Zoho CRM improves lead conversion by a huge margin and shortens the sales cycles considerably. The online CRM software offers a thorough view of the sales cycle to improve the approach of the sales personnel.

Zoho CRM is an omnichannel platform for the sales team to seamlessly interact with customers via call, email, live chat, and social media. The software offers detailed CRM information about the quality and type of lead for strategizing. This helps the sales teams and businesses track leads and convert them.

What is the Use of Zoho CRM Software?

Zoho CRM software provides a single platform for:

Improving sales and marketing
Strengthening customer engagement and support
Streamlining business processes and policies, and more.

It can be customized to meet the specific needs of any business type and size.

Why use Zoho CRM?

Zoho CRM helps run successful marketing campaigns, drive more sales and provide outstanding customer service. It is highly flexible, scalable and customizable CRM solution, and can be integrated with a variety of tools. Zoho CRM tool is popular due to the following reasons:

Secure and reliable: Only authorized users can access the data. This is ensured by advanced security features like encryption, audit logs, IP restrictions, and two-factor authentication, and more.
Mobile accessibility: You can access Zoho CRM on the go via mobile app. This is useful for 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.

How to use Zoho CRM Software?

Based on your business requirements, you can choose a plan. After buying the plan, you have access to all the features and services offered in the plan.

Step 1: Select Setup option after login.
Step 2: Configure the settings based on your sales and customer needs and details.
Step 3: To migrate data from another CRM, click on the ‘Getting Started’ option on the right-hand edge of your main screen.
Step 4: Choose ‘Migrate Data from Other CRM’ and follow the given steps.
Step 5: To customize your dashboard, select “Customize Home Page” under the drop-down menu in the upper right.

You can then start working with different modules available like lead, contacts, activities, and so on.

How Zoho CRM works?

With features like instant surveys, lead management, marketing automation, and more, Zoho CRM helps businesses build an efficient communication channel with individual customers.
Sales professionals can access Zoho CRM app on the go. The software can reduce their workload by automating the sales tasks like sending follow-up emails, setting reminders for calls, managing call status and tracking the performance.
Businesses can easily track their closed deals, payments, sales reports, collaboration activities, and so on.

Key features of Zoho CRM software

Deal Management: Get the status of all deals at a single place. With filters and sort functionality, you can quickly take actions on urgent deals.
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 best times to connect with them.
Workflow Automation: You can automate all repetitive tasks of your team. This allows you to focus on important matters and drive sales.
Sales Process Builder: Zoho CRM helps crate the funnel for deal closure, order management, lead follow-up, and more.

AI-powered Sales Assistant: AI-powered assistant Zia helps teams in managing tasks, stay up to date with sales activities and make smarter sales decisions.
Omnichannel Communication Integration: You can track all customer information from email conversations, calls, social media, live chat, webforms, self-service portals, and more in real time. This helps in obtaining meaningful insights.
Customer Portal: You can create self-service customer portals so that they may get answers to the most frequent problems on their own. This saves the time of 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.
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.

Marketing Automation: Marketing automation tools ensure that you get best ROI from your campaigns and only quality leads are passed to the sales team.
G-Suite and Office 365 Integration for Sales Enablement: You have a centralized access to G-Suite and Office 365 apps. You can sync data across performs and access them without shuffling between apps.

How does Zoho CRM App Work

Zoho CRM mobile app is useful in handling customers’ requests and queries on the go. The app supports 20 different languages. You can access tasks offline and sync data across all your devices automatically.
Zoho CRM app lets you collaborate with your team in real-time, view sales and marketing trends to make smart decisions. It is also possible to search and locate a client’s location and navigate there.
It also provides a clear overview of your scheduled tasks, events, and calls so that you do not miss anything. You can review notes and attachments before meetings or attach voice notes to Log calls and capture the details of your client conversations.

What is the price of Zoho CRM?

Zoho CRM pricing in India starts from INR 800/- per year. Zoho CRM plus pricing begins from INR 3500/.

For more details, please get in touch with our product experts.

Zoho CRM Plans & Pricing

Zoho CRM price is available on request

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Zoho CRM Features

Social Media Integration

Zoho CRM integrates all the social media channels to track impressions and get more prospects.

Workflow Management

The software allows seamless workflow assignment and supervision. Managers can assign leads to individuals or an entire team and

Analytics & Reporting

The software generates detailed reports on different characteristics to get a better view of the workflows, especially sales

Omnichannel

Zoho CRM incorporates multiple channels of communication like calling, messengers, social media, emails, and text messages.

Boost Productivity

The software thoroughly automates numerous workflows that assist sales personnel and (or) teams in increasing their output.

Dashboard

The software offers a dashboard that provides access to all the features and reports.

Real time notification

It generates notifications and alerts that are shared with prospects automatically at different stages of the marketing

Process Management

Helps create a pipeline to interact with customers. Also, you can categorize every lead in the pipeline based on how close they

Marketing Management

Business owners can utilize email and text messaging services for marketing purposes. This CRM software integrates with various

Inventory Management

This CRM software helps manage inventory efficiently leading to higher sales output. You can check the status of your stock in

Performance Management

Zoho CRM streamlines reporting and helps managers assess the performance of the entire workforce effortlessly. It creates

Mobile App

Zoho CRM is available as mobile application for both Android and iPhone platforms. It enables seamless working across platforms

Sales Management

The software assists in tracking sales performance. It automatically tracks the number of conversions by your sales personnel and

Contact Management

Crm Lead Management

Security

Deal Management

Lead Management

Zoho CRM Specifications

Supported Platforms :
Device:
Deployment :
Suitable For :
Business Specific:
Business Size:
Language:

Windows iOS Android MacOS
DesktopMobile
Web-Based
All Industries
All Businesses
Startups, Enterprises, SMEs
English

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Zoho CRM Reviews

Have recommended this product

Overall Score

4.3/5

Based on 10 Reviews

Features 4.4/5

Value for Money 4.5/5

Ease of Use 4.4/5

Customer Support 4.2/5

We love to hear from our buyers!

If you have used the solution already, why not share your thoughts and help others make the right purchase.

Pros

“Zoho CRM is the perfect tool for small and medium-sized businesses who want to track their sales, marketing, and customer support data in one place.” Ankit - Mar 7, 2022

“Zoho CRM is easy to use, and it packs the features of an enterprise-level CRM. It has a clean user interface, a simple workflow, and it's packed with features.” Ashok Kokkula - Mar 6, 2022

“The Zoho CRM software provides real-time information for better analysis to judge the priority of the leads as new, cold and warm leads at a single platform.” LovePreet Singh - Mar 6, 2022

Cons

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

“I really like using Zoho CRM to effectively manage my contacts for the business and my personal life - it makes things easier.” LovePreet Singh - Mar 6, 2022

“The mobile app doesn't allow for all the features available on desktop which can be a drawback.” Mahesh Kumar - Mar 2, 2022

HV

Harsha Verma

Manager, Hospitality

101-500 Employees

Software user since: 1-2 years

Overall

4.5/5

Features

4.5/5

Value for Money

4.5/5

Ease of use

4.5/5

Customer Support

4.5/5

Likelihood to recommend

9/10

“The best CRM I have ever used!”

Pros : It is designed to track your entire sales funnel with ease. The free trial allows you to try all of the features of the software. The features are so useful and it is the easiest CRM I have ever used. I have been using Zoho CRM for about a year, and I have yet to find a better CRM for my business.

Cons : Overall I liked the product. No cans here.

Switched from : Salesforge

Reason for switching : Zoho CRM features are more useful and powefull.

Posted - Mar 8, 2022

SB

Saket Bisht

Administrator, Logistics

2-100 Employees

Software user since: 1-2 years

Overall

4.7/5

Features

4.5/5

Value for Money

5/5

Ease of use

5/5

Customer Support

4.5/5

Likelihood to recommend

9/10

“Zoho CRM helps me in streamlining my business and enhancing productivity.”

Pros : Zoho CRM offers great features that help me track my leads, organize them and keep close track of my customers as well. In short, it helps me in streamlining my business and enhancing productivity.

Cons : The app itself is pretty simple, but it could use a few improvements. For example, integrating with other apps would allow users to share data more effectively from one app to the next.

Reason for choosing the software : I haven't run into any issues or complaints. It works great for me and my business.

Posted - Mar 6, 2022

LS

LovePreet singh

Associate, IT

2-100 Employees

Software user since: 6-12 months

Overall

4.2/5

Features

4.5/5

Value for Money

4/5

Ease of use

4.5/5

Customer Support

4/5

Likelihood to recommend

8/10

“Zoho CRM is a very powerful tool.”

Pros : The Zoho CRM software provides real-time information for better analysis to judge the priority of the leads as new, cold and warm leads at a single platform.

Cons : I really like using Zoho CRM to effectively manage my contacts for the business and my personal life - it makes things easier.

Reason for choosing the software : The features are so functional and useful.

Posted - Mar 6, 2022

See all Zoho CRM reviews

Zoho by Target Integration Brand Details

Brand Name	Zoho by Target Integration
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

Q. Can you get a demo of Zoho CRM?

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.

Q. Where does Zoho CRM store the data?

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.

Q. What are the basic features of Zoho CRM?

A. Marketing automation, sales automation, workflow automation, report generation and team collaboration are the basic Zoho CRM features.

Q. What are the advanced Zoho CRM features?

A. With advanced CRM features like artificial intelligence, territory management, advanced data analytics and prediction.

Q. What are the best Zoho CRM features for mobile users?

A. Once you install the mobile application, you can access all Zoho CRM features available on web version in the mobile app as well.

Q. How to integrate Zoho CRM with WordPress?

A. Install Zoho CRM plugin from WordPress marketplace. Then create a Zoho CRM webform, configure the settings, and embed it.

Q. What is Zoho CRM plus?

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.

Q. Is Zoho CRM free?

A. You can get a demo of Zoho CRM before buying. For demo and latest pricing, please get in touch with our product experts.

Q. How to send email from Zoho CRM?

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.

Q. Does Zoho CRM integrate with Outlook?

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.

Q. Does Zoho CRM integrate with Xero?

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.

Q. Is Zoho CRM safe?

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.

Q. How to integrate Zoho CRM with website?

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

Q. How to setup Zoho CRM?

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.

Q. How much does Zoho CRM cost?

A. The pricing starts from INR 800 for monthly standard subscription. For more details, please connect with the Techjockey team.

Q. How to create departments in Zoho CRM Plus?

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.

Q. How many schedules can you have in Zoho CRM Plus?

A. There can be 10 active CRM schedules with different names at a time.

Q. Is Zoho CRM compliant with US/EU safe harbor regulations?

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.

Q. Is my data safe with Zoho CRM?

A. Zoho CRM monitors every aspect of your data for attempts of theft. It uses the industry-grade data security measures.

Q. How long are the contracts for Zoho CRM?

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.