Zoho is a cloud-based customer relationship management (CRM) software, developed to assist organizations of all sizes in selling smartly and quickly. The CRM comes with automation features and customer support. Thus, it seamlessly connects with its customers anytime, anywhere. Put simply, Zoho CRM simplifies the process of conducting business. In addition, Zoho consulting services impart enterprises a technological roadmap to implement the CRM and get the best results from it.
Who Can Use Zoho CRM?
Zoho CRM is an ideal solution for a majority of businesses. It has capabilities that make it perfect even for large organizations. With competitive pricing, Zoho CRM is an excellent choice for small to mid-size companies too. It offers various features that perfectly accommodate the growing needs of a business. Moreover, an organization has the freedom to avail a free trial before deciding to go ahead with it.
Zoho consulting services experts guide enterprises on various plans that range from a Free option to an Enterprise solution. The wide range of apps and features all in a single suite makes it a great choice for any business to look into. One of its features that have been widely acknowledged and appreciated by users is lead and contact management. Besides this, Zoho CRM has also proven to be highly effective for key areas like sales pipeline, data reporting, and analytics.
Zoho CRM Features – General Overview
Different Zoho plans come with their own set of features. So, it is sufficient to say that the CRM abounds with many powerful features. Here is a general overview of the key elements in each tier.
1. Zoho Free
- Social media accounts integration
- Up to three free users
- Leads, deal, and contact management
- Multichannel marketing
- Integration with different Zoho apps
- Can avail up to ten mail templates
2. Zoho Standard
Apart from the functionalities in Zoho Free, it comes with other features like:
- Syncing of the calendar through CalDAV and Google
- Sales forecasting
- Live tracking of website visitors
- Scoring rules
- Workflow conversion
- Email analytics
- Tags and groups
- Customized reports and dashboards
- 1,00,000 records
3. Zoho Professional
Apart from the functionalities in Zoho Standard, it comes with other features like:
- Generation of leads from social media accounts
- Inventory management
- CRM AdWords Campaigns of Google
- Real-time sales notifications
- Process management
- Validation rules
- Web-to-case forms
- Macros
- Automatic field updates
- Webhooks
- Unlimited records
4. Zoho Enterprise
Apart from the functionalities in Zoho Professional, it comes with other features like:
- Business hours customer support
- Manages up to 150 business territories
- Custom page layouts and modules
- Conversational AI
- Email specifically for salespeople
- Visual CRM view
5. Zoho CRM Plus
Apart from the functionalities in Zoho Enterprise, it comes with other features like:
- Zoho reports
- Campaigns
- Integration with social media
- Designated database cluster
- Better storage
- Greater customization
Certified Zoho consulting services professionals can help you determine which plan will best suit your business-specific needs.
Pricing of Zoho CRM
The initial version of the CRM does not require you to shell out even a single penny from your wallet. The subsequent versions have a 15-day trial period, beyond which they require you to pay for the service. Zoho Standard begins at $12 per user per month if you register for an annual deal. Zoho Professional costs $20 per user per month. Zoho Enterprise costs $35 per user per month. And, if you decide to purchase Zoho Ultimate Edition, it will cost you $45 per user per month.
As you can see, the more advanced the plan, the greater will be its number of robust functionalities. For example, you will get access to Business Intelligence tools like target meter, comparator, multi-user portals, anomaly detector, custom modules, mobile SDK, conditional fields, and data encryption with Zoho Enterprise. In addition, Zoho CRM Plus has a designated database cluster, automation recommendations, advanced customization, better storage, and email sentiment analysis.
Add-Ons
You can pay Zoho Support extra if you want the CRM to remain open 24/7 and through more channels. You can also avail two data backups every month on all Zoho plans except the free ones. Moreover, the file storage is scalable, costing you only $5 per 5GB every month on all the plans except the free ones.
Hence, it’s time to streamline business processes and start selling smartly. The best way to transform your business and achieve greater efficiency and productivity is by leveraging Zoho consulting services.