Zoho CRM

Category CRM
Reviewed by Rashi
Updated Jan 17th, ’22

Tekpon Score

9.2

Users Score

7.5

Zoho CRM Review

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Are you looking for Customer Relationship Management (CRM) software that best suits your business needs? We have got you covered today. We would be reviewing one such software that will fit your organization’s goals, operations, and structure like a glove. Zoho CRM is the ultimate answer for all your needs. It is one of the top options available that work well with various organizations. So without further ado, let us dig into the review.

UI/UX

9.0

Ease of use

9.3

Value for Money

9.3

Features

9.0

Customer Support

9.5
Pricing Details

Starting from: $20/month

Pricing Model: Subscription

Yes, has free trial

Yes, has free version

PROs
  • Ease of use
  • Great Value
  • Mobile Application
  • Video Guides
  • Flexible
  • Customer Service
CONs
  • Limited capabilities of free version
Best for
  • Small business
  • Medium business
  • Large enterprises
Deployment
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad

What is Zoho CRM? 

Since its introduction in 2005, Zoho has targeted its interest in small and midsize businesses, which means that they recognize a way to assist your employer in developing to where you need it to be. Its ease of use makes it one of the pinnacle CRM software program alternatives available. Thanks to Zoho, you could nevertheless have easy consumer relationships even though you don’t have a designated individual to do the job. This software program is user-pleasant and has all you want to keep your clients happy.

Zoho CRM is a cloud-primarily based commercial enterprise management platform that caters to organizations of all sizes. It gives sales and marketing automation equipment with helpdesk, analytics, and customer service features.

Moreover, Zoho CRM enables customers to reply to clients throughout channels in real-time. Zia, Zoho CRM’s AI-powered income assistant, can predict the perfect time to touch clients. It scans emails for urgency and may show relevant information or files while performing searches. Users can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce, and different third-party systems. Zoho CRM’s software program improvement kits offer equipment to construct custom features to add to the CRM. Also, the CRM system is available on month-to-month or annual subscriptions, and support is extended through phone, email, documentation, and different online measures.

Buying Zoho CRM

The simplest manner to buy Zoho merchandise is thru the company’s website. Click on the “Sign Up Now” button beneath whichever product you would love to try from the Zoho homepage. Make certain you have decided on the best product, then fill out the records at the proper aspect of the display to get started. To join up for a free trial, customers have to create an account, including their call and email address, state and country, and password.

  • Go to the Zoho website. Explore the numerous products, which can be available in bundles or standalone apps, to decide what’s right for your company
  • Decide which variations you need to buy. Determine which capabilities your company needs, preserving in thoughts that you could usually improve later. Also, decide the period of your subscription, monthly or yearly.
  • Reach out to customer support representatives. If you have any questions, numerous phone numbers exist, and chatbots pop up periodically to assist with any short inquiries.
  • Sign up for a free trial. Click the “Sign Up Now” button beneath neath the products you would love to check out. Be certain to double-test how long every free trial lasts.
  • Complete the subscription process. To join up for a free trial, customers create an account, which incorporates their email address, state and country, and a password.

How to use Zoho CRM? 

There are loads of training options available for Zoho. The first choice is product schooling classes, which vary from three-day classroom education periods to customized training alternatives to be had online and on-site. Another choice is onboarding, which is familiarizing new personnel with the gear and abilities relevant to their position. Onboarding is included withinside the Premium- and Enterprise-level support plans, which price 20% and 25% of your license fee, respectively.

Businesses must not spend cash to discover ways to use Zoho, though. The employer’s Zoho Cares online portal offers a sturdy series of resources for every of Zoho’s products. For example, the CRM web page consists of documentation, FAQs, a developer guide, videos, tutorials, webinars, tips, and more. While the exact services range based on the software program, every web page contains specific guides. Users also can access the Zoho network discussion board to study preceding questions through different customers and ask new ones.

Zoho releases updates a few times each month on average. Because the employer operates with a SaaS enterprise model, those updates are driven out automatically, which means your software program is constantly up to date. Security conscience companies will recognize the style of present-day security capabilities provided through Zoho.

Zoho CRM consists of several checks to make certain organizations are transparent and steady with consumer information and in compliance with legal regulations. Some protection-based features are the capacity to pick wherein information is hosted, track user activity, save unauthorized access with IP restrictions, enforce two-element authentication, and frequently backup information. Businesses also can manage information access inside their organization.

Zoho CRM Features 

Zoho CRM gives an extensive variety of functions in a single platform, giving sales groups a single area to control sales force automation, workflows, CRM reports, inventory, and emails. Below is the list of Zoho CRM features:

  • Lead management
  • Contact management
  • Deal management
  • Opportunity management
  • Sales forecasting
  • Email automation
  • Email marketing
  • Analytics
  • Sales reporting
  • Social media management
  • Territory management
Now let us have a detailed look into some of the features:

  • Lead Management

Zoho CRM’s lead technology and management characteristics enable users to discover great leads from a pool of incoming leads. It permits them to interact with leads carefully throughout a couple of touchpoints, together with live chat and social media. It also has strong lead scoring rules that allow customers to prioritize their income leads with effective and bad scoring to foster quicker conversions.

  • Predictive Analytics Tools and AI

Zoho CRM’s AI assistant, Zia, gives users a conversational AI device that facilitates them to carry out and complete their responsibilities extra efficiently. Zia facilitates regular activities, from taking notes to computing sales numbers. Users can, without problems, attain Zia from the bottom corner of their computer display screen or by calling her from their cell app.

  • Social Media and Territory Management

Zoho CRM’s social media gear allows users to monitor mentions of their brand in numerous social channels like Facebook and Twitter and publish to their social media pages without delay from their CRM page. It also permits them to set up workflow triggers that mechanically upload leads and contacts from social media based on consumer interaction or even assign them to an appropriate sales rep.

Zoho CRM’s territory control function permits users to segment accounts, contacts, and offers into unique territories. In addition,  it permits them to construct hierarchies by creating territories and sub territories. Users also can outline situations for every one of those territories and assign records accordingly.

  • Ease of Use

Zoho CRM is simple to apply and can be implemented from the start. It has an intuitive interface with simplified admin controls, making it handy for users who no longer have high-stage technical skills. It also gives online education for people who need deeper know-how of the platform and learns how to get the best out of their subscription.

  • Customer Service

Customer help for Zoho varies through which version of the CRM you purchase. The free CRM version consists of getting entry to articles on setting up, customizing, and the usage of Zoho CRM functions, in addition to access to network boards, electronic mail help, and a customer portal to track preceding customer support interactions. The significant articles and network boards cover most of the primary issues that customers of Zoho CRM may also encounter.

For extra help, Zoho gives numerous levels in their Support plan. The Classic support plan additionally consists of live chat and a toll-free range and comes with all paid variants of the CRM software. The Premium help plan prices 20% of your license rate and introduces remote assistance, product onboarding, and personalized configuration assistance. The Enterprise generation prices 25% or your license rate and consists of a devoted point of contact and a quarterly record of function usage. Toll-free support and stay chat time limit increase and maximum response time decrease as the help plans get more expensive.

Zoho CRM Pricing 

Zoho gives diverse plans to assist groups in better attaining and interacting with clients. Let’s discover what pricing plans does Zoho CRM provides:

  • Free

The Free plan lets in up to 3 customers and gives capabilities like contact, lead, and account control, quite a few standard reports, workflow rules, net forms, e-mail templates, the cap potential to track site visitors for your website and get the right of entry to to the simple level of Zoho’s customer service. You also can collaborate with team individuals through organization calendars, direct messaging, and status updates.

  • Bigin

For this plan, you will pay $9 per user per month. Bigin by Zoho is its new small enterprise CRM solution. It gives small groups a budget-friendly CRM software program to assist them in controlling their client relationships. It is the least expensive plan in our Best CRM rating and an incredible choice for small groups seeking out a CRM which people can effortlessly run on a cell app. As your enterprise grows, you could also transition to Zoho’s Standard CRM plan without difficulty.

  • Standard

Zoho’s Standard plan costs $20 per user/month. It gives extra gear like income forecasting, mass emailing, a couple of income pipelines, access to customer and scheduled reports, and lead generation from social media. All plans from the Standard plan onward benefit get entry to all four stages of Zoho’s support plans. The Basic and Classic support plans are free, while the Premium and Enterprise help plans will cost a percent of your licensing rate per month.

  • Professional

Zoho’s Professional plan consists of all of the capabilities of the Basic and Standard plans. In addition, it provides capabilities like a Game scope (a gamification sales tool that uses gaming capabilities to enhance consumer experience), inventory control tools, customer service tools, and integration with Microsoft 365. This plan costs $35 per user per month.

  • Enterprise

This plan is charged at $50 per user every month. The Enterprise plan comes with an increased cap potential to customize Zoho for your enterprise’s wishes and access to extra advertising tools along with auto-responders, customer segmentation, and marketing attributions for advertising campaigns and lead generation. The large add-ons withinside the Enterprise plans are access to Zoho’s AI income assistant Zia (it can offer predictions, suggestions, and alerts) and the CommandCenter. The CommandCenter allows your commercial enterprise to construct unique paths – or journeys, as Zoho calls them – for your products, services, and clients. Zoho markets this plan as its most popular.

  • Ultimate

Zoho’s Ultimate plan is exceptional for large- and enterprise-sized companies. The Ultimate plan comes with the maximum customization of the four most important paid plans and maxes out the number of forms, templates, webhooks, e-mail notifications, etc. In addition, the plan is bundled with Zoho Analytics, which helps you to mine facts from distinctive sources inside your system (together with outside of the CRM using distinctive APIs) and analyzes them. These reports can then be offered and shared in various unique methods, each with people inside your enterprise and out of doors of it. This plan costs $65 per user per month.

When you subscribe for a year, you’ll experience a 20% cut price on all month-to-month rates. Zoho CRM permits users to cancel or transfer plans anytime. If you need extra than the free Basic or Classic tiers of customer service, you’ll want to select the Premium or Enterprise plans. The Premium plan prices 20% of your license fee, and the Enterprise plan is 25% of your license fee.

To send above the mass e-mail limit for every day, you’ll want to pay an extra charge that entitles your commercial enterprise to as much as 2250 emails.

Zoho CRM Integrations 

Zoho CRM has integration abilities with many third-party applications, permitting users to synchronize consumer information into the platform. They also can control social media accounts and projects, generate e-mail advertising and customer support overall performance insights, in addition, to enhance their team’s average productiveness levels. Some of Zoho CRM’s most famous integrations include:

  • Google Workspace
  • Facebook
  • Twitter
  • Zoom
  • Ring.io
  • Slack
  • Trello
  • Mailchimp
  • Zendesk
  • PayPal

Zoho CRM Alternatives 

The most popular alternatives that are available in the market to ZOHO CRM are as follows:

  • Pipedrive
  • Zendesk Sell
  • Agile CRM
  • Less Annoying CRM
  • Salesforce
  • Apptivo
  • Freshworks CRM
  • HubSpot
  • Insightly
  • Keap

Before choosing any CRM software, we understand that it is best to compare it with a few others. Hence we have also reviewed the other few popular ones that will help you make a better choice.

Zoho CRM vs Salesforce

Zoho and Salesforce both place No. five in our score of the Best CRM Software for 2022. Both agencies offer CRM capabilities like advertising automation, income forecasting, and artificial intelligence. In addition, Zoho and Salesforce respectively assist with predictions and auto-responses thru AI-powered Zia and Einstein.

However, small corporations can also choose Zoho CRM because it costs much less than Salesforce. Zoho additionally has a free version, which permits up to a few users. Both Salesforce and Zoho provide an excessive degree of customization, making them appealing alternatives for large organizations with enough money to take advantage completely. Between its AppExchange and app improvement tools, Salesforce would possibly have the edge. Small- and micro-sized corporations, on the alternative hand, are probably happier with Zoho’s much less pricey plans.

Zoho CRM vs. Pipedrive

Zoho CRM gives sales, marketing, and customer service features, at the same time as Pipedrive CRM is a CRM targeted specially on sales. In addition, both agencies provide the capacity to personalize their CRM enjoy to best match your business’s needs, which include custom forms, CRM views, or reports.

Pipedrive is extra desirable for groups that primarily apply their CRM for sales-orientated duties. And its customer support is to be had 24/7 (thru chat and email) to take care of any technical problems that customers would experience while using the CRM. Access to a phone guide is most effective through Pipedrive’s top-stage Enterprise plan. Zoho’s customer support gives access to a guide thru phone in its standard plan onward, although you may pay greater for a 24/7 phone guide.

Zoho CRM Review Conclusions 

Zoho CRM’s best strengths are its lead and contact control functions, reporting, email marketing, social integration, and conversational AI capabilities. Aside from imparting a complete set of functions for massive organizations, it’s also remarkable for startups and developing companies. It lets users begin with a lower plan, then upgrades to a better tier once they scale their business. While it is feature-packed, maximum customers say it is straightforward to analyze and use—however, a few mentioned system faults and bugs in lead uploads, account lists, and workflows. Nevertheless, a maximum of them still suggest its scalability and effective features. Start your free trial today!