Complete CRM
Zoho CRM is a complete cloud-based customer relationship management solution. It addresses the full CRM lifecycle including marketing, sales customer service, analytics, and team collaboration.
Zoho CRM empowers businesses small to large manage leads and closes more business faster. Zoho’s CRM has intuitive easy-to-use functionalities, high-level data security, substantial features, and third-party integration capabilities, all at great prices.
Zoho’s functionality and tremendous value have made it a top CRM choice with users and a favorite with analysts.
PC Magazine Editor’s Choice: Excellent – 4.5 rating
“Zoho CRM does a great job of delivering an excellent feature mix at a competitive price as well as integration with a long list of compatible Zoho products; all in all an easy pick for Editors’ Choice.”(Source: PCMag)
Zoho CRM is the winner of PCMag’s Business Choice Awards.
According to the PCMag survey, Zoho is the most recommended CRM and the only one with a positive NPS score among other leading CRM vendors.
Zoho CRM has been featured in Capterra’s:
- Top 20 Sales Force Automation Software (2020)
- Top 20 Real Estate CRM Software (2020)
- Top 20 Lead Management Software (2020)
- Top 20 CRM Software (2020)
- Top 20 Contact Management Software (2020)
Who Uses Zoho CRM
Zoho’s award-winning CRM is trusted by 150,000 global businesses of all sizes, types, and industries in more than 180 countries.
B2B to B2C businesses in all types of industries find Zoho CRM works for them. From a business with just one entrepreneur to SMB, all the way up to enterprise-size organizations fit Zoho CRM is the right fit.
Zoho CRM’s flexible tiered pricing plans provide sensible options that scale with you.
Zoho CRM Features
Zoho CRM offers a wide range of features across different functions, from sales, marketing, analytics, prediction, social media, to team collaboration. Below is a breakdown of the categories business need their CRM to perform in:
Salesforce Automation
| Contact & Account Management | Opportunity & Pipeline Mgmt. |
| Task / Activity Management | Territory & Quota Management |
| Product & Price List Management | Quote & Order Management |
| Customer Contract Management | Workflow Automation |
Marketing Automation
| Email Marketing | Event Management |
| Campaign Management | Lead Nurturing |
| Lead Management | Google Ads Integration |
| Customer Segmentation | Marketing Attribution |
Process Management
| Multi-page layouts | Assignment Rules |
| Blueprint | Escalation Rules |
| Approval Process | Review Process |
| Scoring Rules | Validation Rules |
| Email Parser | – |
Sales Enablement
| Quotes and Finance | Sell on the move |
| Portals Wizards | Partner Relationship Management |
| Calendar | G-Suite and Office 365 Integration |
| Documents Library | – |
Predictive Sales
| Lead & Deal Prediction | Prediction Builder |
| Voice Assistant | Data Enrichment |
| Anomaly Detection | Intelligent Automation |
| Zia for Emails | Zia – Assignment Suggestion |
| Best time to Contact Recommendation | Zia – Workflow Suggestion |
Team Collaboration & Performance Management
| Feeds | Tags |
| Chats | Groups |
| Remote Work Suite | Project Management |
| Sales Forecasting | AI Prediction |
| Territory Management | Gamification |
| Notes | – |
Analytics
| Reports | Quadrants |
| Charts | KPI |
| Anomaly | Comparator |
| Cohorts | Funnels |
| Target Meters | Capabilities |
Customization
| Page Layouts | Views and Filters |
| Custom Components | Currencies |
| Subforms | Translations |
Omnichannel, Security, and Mobile
| Mobile CRM App | |
| Telephony | Business Card Scanner |
| Social Media | Analytics Mobile |
| Live Chat | Profiles and Teams |
| Self-Service Portals | Compliance |
| Web Conferencing | Data Security |
| Realtime Notifications | – |
Zoho Goes Beyond
In addition to Zoho CRM’s native capabilities, there is a robust community of integrated third-party best-of-breed software providers that have integrated with Zoho products. Zoho has created an Integration MarketPlace with 150+ applications to choose from.
When the need calls for it, Zoho’s platform can be extended to entirely custom applications and special integrations using Zoho Creator and/or Zoho’s APIs. First Direct can provide certified Zoho Creator developers for those situations.
Zoho CRM: Reviews and Ratings
Zoho CRM has been highly rated by critics and users.
“Zoho CRM is a solid CRM for SMB’s / SME’s!”
John M., Director OF Marketing and Advertising, 1-10 employees
Used the software for 2+ years
Overall: Very good. I use it on several different businesses. (Source: Capterra)
Overall Rating 5/5 Ease of Use 4/5 Customer Service 4/5 Features 4/5 Value for Money 4/5
“Hands down, Zoho CRM is the best CRM on the market” (Source: G2)
Jason S, Director of Operations
Small-Business (50 or fewer emp.)
“Easy to set up, learn, use, and teach.” (Source: G2)
Stephanie, Administrator
Small-Business (50 or fewer emp.)
“The most helpful CRM” (Source: G2)
Larisa M, Small-Business (50 or fewer emp.)
“I have had an amazing experience using this software. So much so, that I recommend this CRM to all my business development clients when starting their companies.” (Source: Capterra)
B. W. B., Owner of Business Supplies and Equipment, 1-10 employees
Used the software for 2+ years
Overall Rating 5/5 Ease of Use 5/5 Customer Service 5/5 Features 5/5 Value for Money 5/5
“Zoho CRM is good. You get what you pay. I like the software and it is easy to use. I think it makes sense to having a CRM consultant before setting it up at the beginning to make sure that you don’t need to migrate things, and also it may help you optimise your costs.” (Source: Capterra)
Faruk A. Head of Growth Computer Software,
1-10 employees Used the software for 2+ years
Overall Rating 4/5 Ease of Use 4/5 Customer Service 5/5 Features 4/5 Value for Money 4/5
“I would strongly recommend ANY business to try it out. Check out the free version and you’ll still get a lot of value out of it. Their Paid versions are absolutely worth it..” (Source: Capterra)
Shawn B. IT Architect Information Technology and Services,
11-50 employees Used the software for 2+ years
Overall Rating 5/5 Ease of Use 3/5 Customer Service 5/5 Features 5/5 Value for Money 5/5
“We use Zoho CRM to manage, measure and streamline our different marketing initiatives, and follow-up correctly with our clients. It integrates all of our channels in a centralized platform, providing visibility, practicality, and automation in our sales cycle, as well as valuable insight in detail and decision-making overview.” (Source: TrustRadius)
María Fernanda Cruz, Coordinator of Hold Marketing
11-50 employees, Score: 10 out of 10
“A tool that helps your small business grow. It is a complete platform for anything we can think of. It is very affordable and we save a lot of money and effort.” (Source: TrustRadius)
Thomas Slamaris, Leading Sales Trainer & CEO
iwant2help Training&Coaching, 1-10 employees
Score: 10 out of 10
“The value-to-cost ratio is incredible, and the applications are incredibly user-friendly. That being said, the seamless integration of the CRM with other Zoho products was ultimately the paramount feature for us.” (Source: zoho.com)
Alun Rafique, Director, Market Dojo, 1- 50 employees
Zoho CRM Pricing
Zoho’s pricing, features, and editions makes it the best for small businesses, an entrepreneur, or a large enterprise.
Summing up Why To Choose Zoho CRM?
- Simple, easy-to-use user interface with a minimal learning curve
- World’s favorite CRM based on critics and reviews for customers
- Transparent pricing plans; flexible, month-to-month contracts
- Sell on the go with our Zoho CRM apps for both iOS and Android
- Conversational artificial intelligence (AI), Zia, for smarter selling
- Deployment, consultation, onboarding, and training programs available
- Tightly integrated with the business apps you use every day
5 ways to build a BETTER BUSINESS with Zoho applications
Get Started with First Direct Corporation
As a Zoho Authorized Partner, First Direct is here to help you evaluate, acquire, implement and better utilize Zoho One. As your implementation Partner, First Direct will work closely with achieving improve your business with Zoho One.
Contact us today at (845) 221-3800 to speak with a Zoho Partner representative or request us online.
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