Zoho CRM is the name given to the CRM distributed by the company Zoho Corporation.

✍️ In a nutshell, a CRM or Customer Relationship Management is a platform that makes it easier for companies to manage customer relationships.

Other examples of CRM would be Kommo or LeadSales, for example.

In addition, Zoho Corporation's CRM is one of the most widespread in the market, not only because of its user interface, speed or functionality, but also because it has a wide variety of integrations that make daily work much easier.

In this article we'll analyze the Zoho software, and we'll tell you what it does and doesn't do.This way, you can decide if you are interested, or if you prefer other options.

Zoho CRM Features

If you access the website from Zoho CRM you can see that its developers have not rested on their laurels, and they have been adding new features to the system since day one.

For this reason, right now they have a wide variety of services and although we will not tell you all of them because it would be too extensive a guide, these are some of the main ones:

Sales automation

A company's sales team is undoubtedly the most important, since it is the one that provides oxygen to the rest of the company.

For this reason, Zoho CRM has developed a system that allows the automation of administrative tasks related to sales; sending follow-up emails, scheduling post-sales meetings and even locating opportunities.

In addition, it offers an organization system of Leads which will allow you to improve your conversion rates.

Process Management

As companies and teams grow, it becomes necessary to apply standards and for everyone to row in the same direction.

For this purpose, the Zoho online CRM has a section dedicated to creation of standardized sales processes, which cover everything from the capture of the lead to the closing of the sale.

In addition, this is one of the most powerful tools on the platform, allowing you to establish rules for validation, scaling, assignment...

In short, they adapt to any type of workflow.

Marketing automation

The main purpose of Zoho CRM's marketing automation is for you to be able to get the highest possible return for your advertising campaigns.

To achieve this, the Zoho team has added several features and improvements related to marketing; email campaigns, surveys, web forms and even event management.

In addition, Zoho CRM integrates with Google Ads to combine your campaign data with your sales and leads, generating a set of key statistics for business success.

Analysis and statistics

Surely on some occasion you have heard that information is power, right?

Zoho has taken this section very seriously, showing lead analysis, activity statistics, email analysis...

‍You can even generate personalized panels with the KPIs (Key Performance Index) you want to have at hand the information that is truly relevant to your business.

In relation to this, Zoho CRM also allows you to set specific objectives and generate monitoring panels for them, ensuring that the focus is not lost at any time.

Teamwork

Zoho CRM software is not only a system focused on improving communication and relationships with customers, but also with the team.

To this end, Zoho has an internal chat system, project and task management, annotations within the platform itself and even a labeling system to make teamwork more organized.

Integrations

Although the set of tools offered by the Zoho CRM system is quite extensive, they have a wide variety of integrations with different platforms, so you can increase its functionalities while boosting the productivity of your teams.

Some of the main ones are:

• Google Workspace
• Microsoft 365
• Slack
• Shopify
• MailChimp
• Facebook Ads
• Twilio
• WhatsApp
• DocuSign

Zoho CRM plans

Zoho's CRM has 4 payment plans:

• STD
• Professional
• Company
• Ultimate

All of them are incremental, so in the professional plan you have access to all the features of the standard plan and so on.

It's important to mention that the billing for all of these plans is at the user level. Therefore, the price that appears on the web must be multiplied by the number of users who will have an account within the platform.

‍In addition, Zoho has a free plan that allows up to 3 users with some of its key elements so you can test the platform before jumping into a paid plan.

And if you think that all these features are more than what your company needs, Zoho has created a more basic system, with fewer functions but with everything necessary for an SME or freelancer to manage their clients, it's called Bigin.

Advantages and disadvantages of Zoho CRM

The good points of Zoho CRM are:

• They have a living and constantly evolving platform.
• They have a large number of tools related to marketing.
• The possibilities of integration with other companies and platforms are quite extensive.
• They have a very complete data and analytics section.
• The plans are well balanced, so you don't overpay for features you don't need.
• They offer the possibility of contracting the service on an annual basis for a reduced price.

‍And the negatives:

• The most basic plans don't include all of the platform's features.
• The free trial only lasts 15 days except for the most advanced plan, which lasts 30.

Zoho CRM reviews according to customers

We never advise you to choose a tool like this without first searching Google for something like “Zoho CRM Reviews”. We have, and one of the reference pages in terms of reviews is that of TrustPilot.

In the case of Zoho, its customer reviews are very good, and it also has many.

This confirms that this is, by its own merit, a good CRM.

Final opinion: Is it worth it?

As you can imagine, to know if Zoho CRM is worth it or not, it is essential that you analyze the needs of your company and how the use of a customer management system can impact them.‍

Of course, Zoho is not the only option on the market, although it is one of the most important and one that many companies rely on every day for something as important to a business as their customers.

Zoho CRM can be useful for advanced companies, which need software of this caliber.

For others, for example those who are just starting out, surely a CRM like Zoho has too many features, and it would be interesting to opt for other simpler options.

Sometimes, less is more.

Therefore, if you think that your business needs a boost in terms of customer relations, sales standardization, marketing and analysis, Zoho CRM is undoubtedly one of the options you should keep in mind.

Here you have other interesting CRMs.