Our favorite remote and mobile CRM is Zoho CRM. Its comprehensive desktop software works in tandem with a powerful mobile app. Zoho’s CRM software makes it simple to nurture customer relationships from anywhere, from checking notes and tasks to adding and updating records. The mobile app effortlessly distributes data to all team members.
This review article discusses which CRM software is best for whom and the benefits, drawbacks, and pricing with each. These in-depth reviews will assist you in making the best decision.
About
Zoho is a well-known provider of software and solutions for SMBs (SMBs). It offers 45 Software-as-a-Service (SaaS) products to help businesses run smoothly. Among its unique products are Zoho Office Suite, Zoho Expense, Zoho Invoice, and Zoho Social.
Still, Zoho CRM is the company’s flagship product. It was the company’s first product in 2005, and it still offers a competitive feature set at a reasonable price. Zoho CRM joins Apptivo CRM and Salesforce Sales Cloud Lightning Professional in a long list of features and integrations as our Editors’ Choice.
The massive feature set of Zoho CRM includes lead management, sales force automation, contact management, omnichannel customer interactions, and analytics. Zoho CRM offers gamification options that reward teams with badges and trophies when tasks are completed and targets are met to motivate teams to exceed sales quotas.
Features
The key features of Zoho CRM are simple, but more than that, it focuses on productivity and highlights the main components of CRM from the beginning. With this purpose-driven approach, The design is simple, less dynamic, and interactive than newer solutions like Insightly CRM, but still appealing.
The Zoho CRM has a sophisticated analytics system that displays sales data in pie charts and heat maps. The anomaly detector widget, powered by artificial intelligence, compares predicted trends with actual sales performance to provide actionable insights. Leads are also examined at each stage of the sales pipeline, according to the analytics.
The Zoho CRM system allows you to create standard modules and add additional functionalities to meet your specific needs. As part of its localized sales and marketing efforts, it also provides multi-language translation support.
Zoho is also equipped with a sandbox that includes advanced deployment capabilities. It enables you to test and publish without having to worry about the data being affected. With Zoho CRM, you can customize elements such as layouts, subforms, associations, and custom components.
Zoho Pricing
Every business can afford Zoho because there are several pricing plans available to suit every budget. While the smaller plans have fewer features, they are great for getting started with your company’s CRM software.
The free plan allows three users. This includes management, contact, account, and reporting and analysis tools. However, the paid version of Zoho has many more features. A year’s subscription is $12, or $18 per month. But per user. The annual fee for two employees is $24 or $36 if paid monthly.
You can also upgrade to the Professional plan. This adds some key features that can greatly benefit your company. This plan includes inventory management, Google Ads integrations, and the ability to use Zoho for process management. The Professional plan costs $20/user/year or $30/user/month.
Enterprise offers more customization options. This plan is for businesses that need more than the previous plans can provide. It has all the Professional features plus a few more. You can also develop and distribute apps. This plan costs $35/user annually and $45.00/monthly.
You can change page layouts, modules, buttons, and web tabs here.
The Ultimate plan is what you need if you want to get the most out of Zoho. Zoho Ultimate provides more storage, customization options, and data enrichment. This level of Zoho also includes a free 30-day trial. The Ultimate plan costs your company $45/user/year or $55/user/month.
Pros And Cons
PROS
- Flexible
Different businesses require different CRM software, and Zoho’s flexibility makes it suitable for all. Besides that, Zoho allows for extensive customization. You can use its Marketplace to add extensions and integrations better to manage your finances, sales, and productivity.
- Simple Setup
Without the need for an in-house tech team, this platform is easy to set up. The included step-by-step guide simplifies the process, so you don’t have to deal with complications.
- Easy to Use
Zoho is simple to use once set up. This CRM software requires little to no training. The design is simple, which allows you to focus on what matters.
- A good bargain
One of Zoho’s pricing plans is the Free Edition, which has no costs and no obligations.
- App
When you need to use CRM on the go, It has an interface that does most of what a laptop can do. The interface is easy and simple to use. You can even work without a network connection. The app’s location feature shows you nearby leads, and closing deals is quick and easy.
- Video Tutorials
These videos show you how to customize your Zoho to meet your company’s specific needs, from interlinking modules to handling data processing bases.
CONS
- Customer Care Waiting
With a scheme like Zoho, which has virtually unlimited add-on features, questions are bound to arise. You can use the videos section to get answers, but sometimes you need a live person, and this platform continues to struggle in this area.
- Free Versions Don’t Offer Much.
While the free version is a great resource, it won’t get you very far. Many of Zoho’s features are only available with higher pricing plans.
Best Zoho Alternatives
Even though Zoho is high on our list of the best CRM software, you should also consider other options that made our top list, such as Freshworks CRM, which is widely regarded as the best CRM software for ease of use.
Nimble is also a good choice if you are looking for the best CRM for social media management. Last but just not least, Salesforce is a good choice if your company is growing.
Summary
Another reason for Zoho’s high ranking on our list is that it can be used in various situations. It offers a wide range of services to companies. Besides that, Zoho is user-friendly, thanks to a design that places the most important features at the forefront of the home screen.
Another advantage of Zoho is its pricing: it is significantly less expensive than other CRM competitors, making it more affordable for small and medium-sized businesses.
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