Zoho CRM is a cloud-based customer relationship management software that integrates marketing and sales functions. This article will offer an overview of the product and some tips for those who are considering implementing it in their company.
A thorough review of Zoho CRM, which individuals and businesses can manage their customer relationships. Zoho, an Indian software company, founded in 1985, has steadily grown into a leading CRM. They have over 180 million users and are considered one of the top three cloud-based providers with their reputation for collaboration and customer service. Zoho is currently used by several Fortune 500 companies and global brands like Coca Cola and PepsiCo. Their goal is to make work better through technology innovation from every corner of the globe.
Zoho CRM is a popular cloud-based customer relationship management software. It is available for free, but it has some limitations. Zoho CRM reviews will help you decide if this platform is right for your business.
Finding excellent customer relationship management (CRM) software will allow company owners to concentrate on developing a competent customer service foundation. Zoho CRM is a fantastic all-in-one solution and a market leader in the company SaaS. As a result, it is ranked third on our top ten list. Zoho CRM is a great solution that can help you manage your process, policies, and people under one user-friendly platform. As a result, over 150,000 worldwide companies trust it.
Pros and Cons of Zoho CRM
Pros
- Starting at $14 per month, it’s a good deal.
- Exceptionally adaptable
- Reporting and analytics are extensive.
- Adaptable workflow tools
Cons
- Integrations may be challenging.
- Late support times
How Does Zoho CRM Compare to Other CRM Software?
As previously said, when compared to the other top CRM software packages on our list, Zoho CRM performs well and ranks third. Its whole product line is cutting-edge while being user-friendly. Zoho CRM is also one of the most popular customer relationship management systems on the market today, with notable names like Netflix, Amazon, and Suzuki successfully utilizing the program. HubSpot and Salesflare, on the other hand, are somewhat better options for lead management and multi-department suites. For its extensive features that come with its free plan, HubSpot earns one place on our list. Based on its automation tools and email capabilities, Salesforce is ranked second.
Team Size in Zoho CRM
It’s critical to consider the size of your workforce before buying CRM software. What software you select will be heavily influenced by the size of your team. Some CRM software is designed especially for small companies, while others are designed for large corporations, so it’s important to choose software that caters to your team’s size. Fortunately, since it caters to SMB and Enterprise-sized companies, Zoho CRM is an excellent software for most companies. Even on the free tier of Zoho CRM, you can create up to three user accounts, ideal for a small team. You can have up to 200 users with the other price levels. Keep in mind that the pricing is dependent on this figure, as you’ll be charged per user per month. Even though Zoho CRM is the second-most affordable software on our list, it may be rather costly for some. With that said, both the free and regular price levels of Zoho CRM provide a wealth of capabilities, making it an ideal tool for small and medium-sized companies looking to collaborate and improve their customer service.
Capabilities of Zoho CRM
Customer relationship management is a broad field of business technology, with a wide range of software solutions available. As previously said, Zoho CRM is more of an all-in-one solution. Thus customers can anticipate a diverse set of features at various pricing points. Sales, marketing, and project management are the most popular CRM features, and Zoho CRM covers them all. It also includes tools for customer service, finance, and information technology. The majority of these features come at an additional cost. The most significant part of Zoho CRM is that customers have access to more capabilities than they would with any other CRM on the market, even at its most basic level. For example, with any of Zoho CRM’s IT features, you receive three users, up to 10MB of file storage, two projects, and the ability to post problems through email, all for free. Although not every Zoho CRM component is free, they are all reasonably priced for the capabilities you have access to. Furthermore, the wide variety of technologies it provides is ideal for businesses that need sophisticated software.
Integrations in Zoho CRM
When it comes to CRM software, integrations are frequently an afterthought, but they should be a top priority since they help you build a more seamless user experience. The good news is that Zoho CRM offers a wide variety of app connectors, including Office suite, phone, messaging, meetings, finance, quotation management, document signature, and marketing automation. Unfortunately, some users have had difficulty getting integrations to work correctly. Because of these bad user experiences, we recommend Insightly or Salesflare, which perform a bit better with popular integrations.
Zoho CRM has a wide variety of connectors to explore. As a result, if you select this program, you won’t have any problems with a shortage of apps. The following are a few examples of standard integrations:
- Zoom
- Xero
- GoogleAds
- Dropbox
Price of Zoho CRM
Any CRM software solution’s pricing is an essential consideration, and it varies depending on the product’s scope. Many CRM systems may be very pricey, but Zoho CRM is one of the more inexpensive choices on the market. Let’s look at each of Zoho CRM’s five price levels and what each one has to offer:
Free:
Users receive up to three users and a few features across all categories with the free plan. The Zoho CRM software’s free tier isn’t terrible, and it may be helpful for small businesses with two to three workers seeking beginner-friendly software. Users access a comprehensive set of fundamental capabilities, including sales force automation, product customization, automation and process management, reporting, marketing, and support. The Free tier, although not sophisticated, offers promise for small teams that aren’t ready to commit to software just yet. It’s also a fantastic method to get a feel for the program before investing in it.
Standard:
The Standard plan, paid yearly, costs $14 per user each month. The Standard price plan for Zoho CRM strikes the ideal mix between simplicity and extensive functionality. It comes with all of the tools you’ll need to operate a successful CRM system for your company. Users who purchase the Standard tier receive a mass email, custom dashboards, workflows, scoring criteria, and numerous pipelines. These capabilities are ideal for companies to create custom sales processes that meet their specific requirements. You’ll also get access to most social and team collaboration tools, allowing you to build a productive environment for your daily work. The only drawback to this plan is that you get the same level of customer service as the Free plan, which is only available during business hours. Users that purchase the Standard package, in our opinion, should get more customer assistance due to the amount of technology they have access to.
Professional:
The yearly cost of the Zoho CRM Professional plan is $23 per user each month. The Professional program is available for sales signals, blueprints, validation rules, and inventory management. The most important feature of this tier is that you get web-to-case customer service, which allows you to turn support requests into cases for follow-up. It’s essential to have this type of assistance since some customers have complained about long wait times for support on the Free and Standard subscriptions. The Professional plan, which focuses on increased security and storage, is a fantastic option for medium to big companies.
Enterprise:
The Enterprise package is paid yearly and costs $40 per user each month. The Enterprise price tier is Zoho CRM’s most popular plan since it includes all software capabilities. Although the price difference between Professional and Enterprise is significant, we believe this is a fair fee for such comprehensive and sophisticated capabilities. Multiple AI-based assistants, command center, canvas, multi-user portals, extensive customization, and mobile SDK and MDM are all included in the Enterprise package. This category serves large companies with 100-150 workers. However, it also helps businesses with sophisticated developer tools and data management for high-volume sales.
Ultimate:
The Ultimate plan, paid yearly, costs $52 per user each month. Finally, the Ultimate tier is the most costly Zoho CRM price plan. This subscription has sophisticated BI, Zoho analytics, increased feature limitations, and a 30-day free trial. In addition, you’ll get access to the best customer service and an infinite number of API credits for your development requirements. We exclusively suggest the Ultimate plan to companies who need software to meet all of their requirements.
Offerings from Zoho CRM
Zoho CRM has several solutions related to customer relationship management services, each with a distinct set of features to meet the requirements of various users.
1. Zoho Projects
Zoho Projects is the ideal project management add-on for efficiently planning, tracking, and collaborating on projects. Zoho Projects is a great product add-on for both small and big companies. It’s a fantastic addition for anyone seeking a more consistent experience across the board. When you combine your project management software with Zoho CRM, there’s no need to slow down your system with other applications. Zoho Projects allows you to organize your projects, allocate work, manage resources, and communicate with team members in one easy platform. Gantt charts, automatic tasks, timesheets, and customized portals can help you build the ideal workflow. Not only that, but Zoho Projects offers such an easy-to-use user interface with a low learning curve that it’s an excellent choice for newcomers. Colorful charts, views, and dashboards are easy on the eyes, and you can switch between bright and dark settings to suit your mood. Because Zoho Projects is an add-on, it has three price options for customers that desire more sophisticated project management capabilities, including:
- Accessible: up to three users, two projects, and attachments up to 10MB, basic task tracking, Gantt chart viewer, and mobile applications.
- Premium: $4.78 per month, paid yearly for each user. Unlimited projects, 20 project templates, time tracking, and a project budget are all included in this package.
- Enterprise: $10.77 per month per user, paid yearly. In addition, 30 project templates, custom fields, a custom domain, and workflow rules are included in this package.
You may try Zoho Projects for free for ten days, or you can save up to 20% by signing up for an annual subscription.
2. SalesIQ
If you’re searching for a helpful and hassle-free live chat that will help your company expand and customer service, thrive, Zoho CRM’s SalesIQ product extension may be right for you. This live chat extension is ideal for companies that regularly deal with many consumers. Not only will you be able to monitor and engage visitors, but you will also be able to:
- With real-time lead scoring, you may segment visitors depending on their degrees of interest.
- Within your website, make contact with potential customers.
- Your live chat agents can keep track of your progress.
By including a chat widget on your website, product, or mobile app, Zoho’s SalesIQ is the ideal method to provide customized customer assistance. In addition, customers may reach out and get real-time help in this manner.
The following are some of SalesIQ’s features:
- To save time, canned answers are used.
- Also, a sneak peeks at the typing.
- Self-service articles in chat
- Calling through audio
- Sharing a screen
- Customer feedback and chat rating
For specific user requirements, SalesIQ provides four price plans:
- With one website per portal and two operators, it’s completely free.
- Basic: $20.35 for three operators per month
- With five operators, the professional rate is $63.60 per month.
- With ten operators, the monthly cost is $138.65.
SalesIQ also provides a 15-day free trial that does not need a credit card.
3. Zoho Social
The final product we’ll examine today is Zoho Social, a platform for publishing, managing, and monitoring your social media sites. Zoho Social is the simplest way to manage your social media branding. You may plan an infinite number of posts, track statistics, and generate custom reports to evaluate your overall social performance. The most appealing feature of Zoho Social is its easy-to-use UI. You’ll get access to helpful content calendars, a monitoring dashboard, and a social analytics chart that can help you enhance your online strategy.
Zoho Social has several services that cater to all of your social networking needs, including:
- Queues of content
- Dashboard for listening
- Streaming live
- Discussion in the group
- Reports made to order
Unfortunately, there is no free version of Zoho CRM, but it does offer a 15-day free trial as part of three inexpensive subscription options.
- Standard: $12.02 per month, paid once a year.
- Professional: $34.63 per month, delivered once a year
- Monthly premium: $51.58 (paid yearly)
Conclusion
Overall, Zoho CRM is a great customer relationship management software for any company. It’s reasonably priced, beginning at $14 per month, and it includes tools like SalesIQ and Zoho Social that may help you improve your customer service. Anyone who uses Zoho CRM will enhance their customer service and expand their company thanks to customized portals and comprehensive workflow features.
Frequently Asked Questions
Is Zoho a sound CRM system?
A: Zoho is an online CRM system with many features for managing customer relationships. It also has integrations with other software such as Slack and Salesforce, making it easier to use than other CRMs like Microsoft Dynamics.
What are the disadvantages of Zoho?
A: The disadvantages include a lack of advanced SEO, but it has been designed to be easily navigable and also offers better customer services.
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