Overview
Zoho CRM is very popular among small to large-sized organizations. It provides complete customer relationship lifecycle management solutions that can be used by small, middle, and large businesses. With this, you can respond to customers across channels in real-time.
Screenshot
Features
- Quotes/Proposals
- Lead Scoring
- Document Storage
- Internal Chat Integration
- Email Marketing
- Territory Management
- Task Management
- Mobile Access
- Quotes/Proposals
- Interaction tracking
- Channel / partner relationship management
- Contact management
- Customer data management
- Help desk management
- Email marketing
- Quote & order management
- Forecasting
- Customizable reports
- Pipeline visualization
- Role-based user permissions
- Compensation management
- Mobile access
- Scheduling
- Client Tracking
- Gamification
- Churn Management
- Community Management
- Feedback Collection
- Live Chat
- Account Alerts
- Activity Tracking
- Alerts/Notifications
- Asset Management
- Business Card/Badge Scanning
- Calendar/Reminder System
- Call Center Management
- Call Management
- Campaign Management
- Cataloging/Categorization
- Channel Management
- Client/Property Matching
- Collaboration Tools
Specifications
- Deployment: Cloud Based, Web Based, SaaS Based, iPhone / iPad, Android
Training
- In Person
- Live Online
- Webinars
- Documentation
Zoho CRM Users
Available Support
- Live Support
- Business Hours
- Online
Language Support
- English
Company Details
Company Name: Zoho CRM
Headquarter: United States
Full Address:
Reviews
Zoho CRM is cloud based platform, which mean it can be access from any device with internet connection. Managing a customer relationship tools like emails, quick chat, bot chat, sales call, marketing funnel and social media is very possible with Zoho CRM and the tools is well build with no problem to integrate it with third part service.
The UI can look a bit plain for some if you do not know how to customize. Downloading or collating data is not always straightforward. This is also to be said about uploading leads. It is not always clear which part of an upload has failed. However, when the upload does work it is a great time saver. The search function is not that intuitive; I found sometimes unless you type in an exact match it does not return anything.
Zoho CRM is cloud based platform, which mean it can be access from any device with internet connection. Managing a customer relationship tools like emails, quick chat, bot chat, sales call, marketing funnel and social media is very possible with Zoho CRM and the tools is well build with no problem to integrate it with third part service.
What I do not like about this collaborative tool and perhaps it is not so important is that it does not allow me to set a specific day or time to be on vacation or simply offline. It also happens that in the mobile application when a call is made and at the end it does not let me enter my call record with the corresponding comments.
We love a lot about this software but one of the most liked features is that you can connect it with many other apps that they have and everything works seamlessly. Also worth mentioning that the pricing is scalable and you pay only for the apps that you want/need, instead of paying huge amounts for a system with features that you won’t use/need.