Zoho CRM
CRM SoftwareProject Accounting Software
Starting from $0.00Monthly
Free Trial Available Overview
Zoho CRM is a cloud-based Customer Relationship Management (CRM) platform that helps businesses manage sales, marketing, and customer support in one place, centralizing customer data to improve engagement and automate processes. Zoho CRM has a Free Edition. With three free users and essentials like leads, documents and mobile apps, it's a perfect fit for a micro business.
It offers tools for lead/contact management, sales forecasting, sales funnels, pipeline management, marketing automation, workflow automation, AI-powered conversational assistant, task management, customer support & service, inventory management, reporting, and analytics, integrating various functions into a single system for businesses of all sizes, especially popular with medium and large businesses. Zoho CRM seamlessly integrates with 500+ business apps in a single business system.
Benefits
- Centralized Customer Data: Consolidates all customer info, communications, and sales activities in one place, preventing lost leads and fragmented data.
- Sales & Marketing Automation: Automates repetitive tasks, manages workflows (blueprints, cadences) and streamlines the entire sales funnel from lead capture to invoicing.
- Enhanced Efficiency & Productivity: Reduces manual data entry, provides clear sales pipelines, and guides reps with structured processes, freeing up time for selling.
- Deeper Insights & Analytics: Offers customizable dashboards, real-time reporting and AI-driven insights (Zia) to track metrics, forecast trends, and make informed decisions.
- Improved Collaboration & Communication: Facilitates easy information sharing, integrates with email/messaging, and provides a unified view of customer interactions across channels.
- Mobile Accessibility: Allows field sales teams to access data, update records, and close deals on the go via mobile apps.
- Customization & Scalability: Highly customizable with drag-and-drop interfaces, suitable for any industry, and scales affordably as your business grows.
- Data Security: Provides robust security features like encryption, IP restrictions, and audit logs to protect sensitive customer information
- Better Customer Satisfaction: With complete customer history, teams can provide faster, more consistent, and personalized customer service.
Key Features
- ✓ Contact & Account Management
- ✓ Opportunity & Pipeline Management
- ✓ Sales Automation
- ✓ Marketing Automation
- ✓ Analytics & Reporting
- ✓ Customizable Dashboards
- ✓ Omnichannel communication
- ✓ Mobile CRM
- ✓ Integrations
- ✓ Process management
- ✓ Task / Activity Management
- ✓ Email Marketing
- ✓ Campaign Management
- ✓ Lead Management
- ✓ Case Management
- ✓ Customer Support Portal
- ✓ Knowledge Base
- ✓ User, Role and Access Management
- ✓ Workflow Capability
- ✓ Internationalization
- ✓ Sandbox / Test Environments
- ✓ Document & Content Management
- ✓ Performance and Reliability
- ✓ Uptime, Performance, and Reliability
- ✓ Integration API
- ✓ Enterprise Scalability
- ✓ Data Import & Export Tools
- ✓ Data Synchronization
- ✓ Data Analytics
- ✓ Marketing ROI Analytics
- ✓ Social Network Integration
- ✓ Social Collaboration Features
- ✓ Forecasting
- ✓ Configuration Rules
- ✓ Pricing Flexibility
- ✓ Discounting
- ✓ Commercial Rules
- ✓ Terms and Conditions
- ✓ Approval Workflow
- ✓ Renewals
- ✓ Grouping
- ✓ Ordering
- ✓ Document Management
- ✓ Channel Partner Support
- ✓ Competition Templates
- ✓ Custom Competitions
- ✓ Team Competitions
- ✓ Simultaneous Competitions
- ✓ User Profiles
- ✓ Notifications
- ✓ TV Streaming
- ✓ Multi-Device Data Visualization
- ✓ Lead scoring
- ✓ Opportunity Scoring
- ✓ Risk Analyzes
- ✓ Live forecasting
- ✓ Live Pipeline Management
- ✓ Sales Gamification
- ✓ Account-Based Analytics
- ✓ Activity Tracking
- ✓ Content Import
- ✓ Content Creation
- ✓ Templates
- ✓ Advanced Search
- ✓ Content Storage
- ✓ Account-Based Engagement
- ✓ Content Utilization
- ✓ Lead Opportunity
- ✓ Lead Assignment
- ✓ Pipeline Acceleration
- ✓ Scoring/Ranking
- ✓ Lead Context
- ✓ Conversion Viability
- ✓ Email Platform Integration
- ✓ Email Scheduling
- ✓ Email Categorization
- ✓ Incentives-Badges
- ✓ Incentives-Triggers
- ✓ Commission Calculator
- ✓ Leaderboards
- ✓ Goal setting
- ✓ Employee Structure
- ✓ Behavior Monitoring
- ✓ Chatbot for Customers
- ✓ Lead Qualification
- ✓ Lead Follow-up
- ✓ Performance Tracking
- ✓ ROI Forecasting
- ✓ Sales Forecasting
- ✓ Task Management
- ✓ Calls and Voice
- ✓ Other Outreach Options
- ✓ Calendar
- ✓ Shared records
- ✓ Sales Coaching and Insights
- ✓ Quoting
- ✓ Contract Creation
- ✓ Contract Negotiation
- ✓ Contract Execution
- ✓ Billing & Invoicing
- ✓ Revenue Recognition
- ✓ Matching Invoices with sales orders, quotes and contracts
- ✓ Multi-User Access and Collaboration
- ✓ Multiple Personas
- ✓ Document Collaboration
- ✓ E-Signature
- ✓ Feedback from Clients
- ✓ Request Files from Clients
- ✓ Instant Messaging
- ✓ Project Management
- ✓ Lead Monitoring
- ✓ Data Capture
- ✓ AI and Automation
- ✓ Buyer Intelligence
- ✓ Best Time of Day Scheduling
- ✓ Gen AI - Dynamic Quoting
- ✓ Gen AI - Dynamic Pricing
- ✓ Personalized Sale Recommendations
- ✓ Adaptive Learning
- ✓ Cross-system Integration
- ✓ Multi-step Planning
- ✓ Revenue Enablement - Sales Enablement
- ✓ Learning Management - Sales Enablement
- ✓ Agentic AI - Sales Engagement/ Assistant
- ✓ Agentic AI - Sales Analytics
Details
Best For
Micro (1-20 Employees)Small (21-200 Employees)Medium (201-10,000 Employees)
Deployment
Cloud
Platforms
LinuxMacWindowsAndroidiOS
Industries
RetailE-commerceHealthcareFinancial ServicesBankingReal EstateEducationIT Services (Information Technology) & ConsultingHospitalityProfessional servicesLegalLogistics and Supply ChainTourismTelecommunicationsCustomer ServiceDeal ManagementBusiness Intelligence
Support & Training
Support Options
24/7 Live SupportEmailForumKnowledge BaseTraining
Training Resources
DocumentationWebinarsLive OnlineVideos
Media
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