The essentials on Zoho CRM


Licensed under the Software as a Service (SaaS) license, Zoho CRM is accessible through the most popular web browsers designed for use on Linux, Mac OS X and Windows workstations. The platform is also available as a mobile app on Android phones, as well as Apple’s iPad and iPhone.

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It is suitable for businesses of all sizes, but particularly appreciated by SMEs because of its pricing options and range of tools. It offers users basic CRM functionality, as well as email marketing, social CRM , marketing automation and sales modules .

Zoho CRM comes in five editions:

Free – up to 10 users,

Standard – $ 12 per user per month

Professional (Professional) – $ 20 per user per month,

Enterprise (Enterprise) – $ 35 per user per month,

CRM Plus – $ 50 per user per month.

Each edition offers features that are superior to the previous one, with Enterprise and CRM Plus offering the largest number of tools and the largest storage capacity. You will find the full details of the features included with each edition in the Zoho comparison chart .

The platform’s lead management tools track and manage new and existing props throughout their lifecycle.

With standard dashboards and report forms, users can quickly and easily become familiar with the system. They can also import leads from external sources and campaigns, and export data to spreadsheets for further analysis.

The Zoho CRM Consulting makes it easy to track contacts and details about them in a centralized database, which can be customized via a drag-and-drop interface. Users can also define contact assignment rules so that new or existing contacts are assigned to the appropriate sales representatives or technicians. It is possible to import existing contacts from third-party applications using the import wizard Zoho (Import Wizard), as well as integrate the tool with POP mail services, such as Gmail, Hotmail and Yahoo, or sync with Microsoft Outlook.

Marketing automation tools enable you to create targeted campaigns, implement e-mail campaigns, and define and track the company’s marketing costs. Users can create unique e-mail templates by using the Rich-Text HTML Editor, create and manage mailing lists, manage drip marketing campaigns, and plan and launch direct mail campaigns. .

Zoho CRM also introduces a role-based security system that allows you to customize access to data and modules from user profiles. Users can also be grouped according to their roles and access permissions. It is possible to create, schedule and save reports in each module of the platform. These reports can include several modules to inform users about several aspects of their customer relationship and business initiatives in a unified form. Advanced analytics solutions are available for all reports via the Zoho Reports tool.

Social CRM tools make it possible to track and control interactions, comments or comments from customers on social networks. Zoho CRM integrates with Facebook and Twitter, allowing the management of interactions on these media without leaving the platform.

It also integrates with more than 50 third-party applications, including Constant Contact, Google Apps, and WordPress, and offers an open API that allows developers to integrate applications into the platform.

Professional, Enterprise and CRM Plus are equipped with Zoho PhoneBridge, a call center tool that integrates on-premise and hosted phone applications to make calls directly from Zoho CRM. PhoneBridge displays on-screen caller details and a history of customer data, if available. It also allows you to call existing customers at the touch of a button and automatically saves the call data in the system, along with any notes or follow-up tasks performed by the user. The service is available through Asterisk, Avaya, Elastix, Ozonetel, Promero, Ringio and Twilio online connection providers.

The platform can be purchased directly from Zoho or through a network of partners. Zoho provides telephone, email and social support, as well as enhanced customer support for Enterprise Edition users.

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