Customer relationship management (CRM) is an approach to manage interaction with current and future customers for a company. You can see Top 10 CRM Tools for Small and Medium Businesses and Top 3 CRM Tools for Small and Medium Businesses to look into details. Zoho CRM one of the best crm tool for small medium business is a dedicated tool for small and medium businesses to do contact management, invoicing, inventory management, reporting, etc.
When you are with Zoho CRM tool, you will love to use it for its automated features and handy options. The tool is very helpful to track sales, preparing reports and enhance productivity.
Editions and Pricing
Zoho CRM is known for its low-cost editions. The pricing is based on billing period (annually or monthly) and the number of users. It offers a free trial for 10 users. Other editions are standard, professional, enterprise and CRM plus.
|Edition/Billing Type||Standard||Professional||Enterprise||CRM Plus|
Capabilities and Supporting Set of Features
By automation of the sales process, it enables your team to create leads, convert it into sales and close deals. The great feature of the tool is that it lets you get insight through sales pipeline analysis and probability analysis. The tool gives you real-time forecasting as well.
The exceptional feature of the tool allows you to access customizable reports in all the modules (Sales, Marketing, Support, and Inventory). It enables you to create, schedule, store and export many reports for better growth of your business.
Ease of customization
Suppose your current tool does not let you perform just because it does not meet your needs. What if you are able to create your own clutter-free application? Yes, Zoho CRM lets you do all these things. You can build and manage your own apps. You can also choose the theme and add your brand color and company’s logo. Appealing feature!
The tool provides online marketing automation that develops direct marketing campaigns based on customer profile and history. It helps you to manage Email marketing and to measure marketing performance.
The tool features with visitor tracking as well as sales tracking. It keeps a track of every visitor and the time duration of each page visited, so you’ll get to know whether he is an existing customer or a new visitor and whether there is a scope of lead or not. In sales tracking- you can share data, work together and follow records.
Zoho CRM is available on both iOS and android stores. You can get sales updates and notifications in your device, all you need to have is internet access. Doesn’t it sound good? You can take your CRM with you anywhere.
Zoho CRM is integrated with many third party apps such as Google apps, WordPress, outlook, MS office, Zapier, twitter etc. The tool covers integration with almost all aspects of the software.
There are lots of ways by which you can get support from Zoho CRM. The tool includes support by the knowledge base, FAQs, videos, user guide, webinar, blogs, forums and phone.
Pros and Cons of Zoho CRM
- Primarily functional to generate leads and increase sales records.
- Easy to customize and user-friendly interface.
- Fast performance and good at contact management.
- Easy to deploy and built-in social CRM.
- Sometimes you have to rely on other Zoho tools for integration. You have to use the Developer API to integrate with other applications if needed.
- The social CRM is not so good compared with other tools.
- Non- availability of Email templates when you do customization.
Read Also: Top CRM tools for small medium CRM tools – Damnlist
Zoho CRM stands itself out from other CRM tools by its ultimate features like workflow automation, inventory management, CRM analytics, Role-based security, and API. The tool also helps you to access Email marketing and sales and marketing options. Cool functions! The reports are elegantly managed by the tool.
For more details, please visit: Zoho website.
You can refer the detailed CRM tools product reviews for Nimble and Insightly for a quick comparison.