Zoho CRM - automated CRM

Zoho CRM is another great software that allows you to manage your company’s customer relations, your employees, and customer data that you acquired in time. This software was designed to be used by small teams.

Zoho CRM offers a wide range of step-by-step tutorials that take you through the setup process with little to no experience needed. Click here to check it out.

The user interface of Zoho CRM is very intuitive and the fact that this software is offered as a SaaS (software-as-a-service) solution, makes it a lightweight option that packs a wide range of powerful features and customization options.

Because Zoho CRM is part of the Zoho Saas family, this software is fully compatible with all Zoho apps. This means that you can extend the powers of the basic Zoho CRM with ease, you can use cloud storage to keep your data safe, and that it also offers you the possibility to manage every aspect of your business from one screen.

Zoho products can be purchased as a single product or as a bundle that offers a wider range of features on the Zoho Marketplace. All of the products that can be found on the Marketplace can integrate or extend the capabilities of your basic Zoho CRM software.

Downloading and using features from the Zoho Store allows you to customize your experience to your specific needs without the use of third-party software.

Some of the most notable products found on Zoho Marketplace include:

  • Workplace – replacement for Office Suite
  • Finance Plus – expense tracking, inventory software, subscription management, accounting, etc.
  • IT management suite – designed for SMB help-desks
  • App creation products
  • HR products

Key features of Zoho CRM include:

  • Can produce reports and dashboards
  • Document library
  • Roles and profiles can be defined by the administrator
  • Scoring rules
  • Sales forecasting tools
  • Call center connectors
  • Ability to send mass emails – for email campaigns
  • Capacity for 100.000 records

You can also customize your Zoho CRM software at different levels, depending on the type of license you acquire. For the free version of Zoho, you have limited customization possibilities.

With the Enterprise license, you get the power to customize advanced features of this software — change page layouts, views, add buttons and conditional fields, etc. With the Ultimate license, you can get access to sandbox features that allow you to do dev testing and a greater customer supports experience.

Zoho CRM license options also have different features depending on how you want to use the software.

1. Zoho CRM Free Edition

  • 3 users have access
  • Basic support
  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Tasks, events, call log, and notes
  • CRM views

2. Zoho CRM Standard includes all the features found in the Free Edition and adds :

  • Sales forecasting
  • Scoring rules
  • Charts and KPIs
  • Document library
  • Roles and profiles
  • Custom fields
  • Call center connectors
  • Webforms
  • Secure, encrypted transmission
  • Workflow rules
  • Social CRM

3. Zoho CRM Professional has all the features from both Standard and Free versions and also adds :

  • Email integration
  • Sales Signals
  • Macros
  • Blueprint – Process management
  • Inventory management
  • Unlimited records
  • Google Ads integration

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4. Zoho CRM Enterprise contains all the features of the previous versions mentioned, and adds some more :

  • Zia Voice – Conversational AI
  • Multi-user Portals
  • Target meters, Comparator, Funnel, Anomaly detectors, Predictive AI
  • Custom modules and buttons
  • Mobile SDK and app distribution
  • Conditional fields
  • Subforms
  • Encryption at Rest

5. Zoho CRM Ultimate is the full CRM package, containing all the features mentioned above and adds :

  • Dedicated database cluster
  • Free Premium support
  • Automation suggestions
  • Data enrichment
  • Enhanced storage
  • Email sentiment

⇒ Get Zoho CRM