Zoho is a complete range of business management tools to assist you with everything from productivity and marketing to HR and finance. This article will focus on Zoho’s consumer relation management (CRM) platform and understand its pricing.
Zoho CRM offers a free plan and the opportunity to try a free trial of 30 days for all Zoho-paid plans. These plans range between $14 per month per user and $52 per month for each user. Furthermore, some plans rise in price when you sign up for a month-long contract instead of paying annually.
However, it’s not hard to argue that you can test Zoho CRM for free before signing up for one of the plans. We recommend allowing the program to determine if it suits your business’s requirements.
Zoho is a name to be considered in the field of CRM, and it has helped employees and managers increase their efficiency at work for over two decades. We did some study and discovered Zoho CRM to be the best. Zoho CRM has been rated as the most efficient CRM that is available to small-sized companies. Let’s look at some of the fundamentals about the cost Zoho costs all over the world.
In today’s competitive business world, getting and keeping customers plays a vital role. As a result, of the many business-oriented technology tools, customer relationship management (CRM) systems have become an essential component of your company.
If you take just a few minutes looking to find ” best CRM systems” or best CRM software for free”, it is likely that Zoho CRM will pop up immediately. So why is there an abundance of buzz around Zoho CRM? What are the benefits it can bring to your company?
We’ll learn more about Zoho pricing. When you’re done with this article, you’ll be armed with an idea of what you can expect from the CRM software and what you should consider if Zoho CRM is the missing piece. We’ll learn more about Zoho pricing. When you’re done with this article, you’ll be armed with an idea of what you can expect from the CRM software and what you should consider if Zoho CRM is the missing piece.
Table of Contents
Zoho CRM Pricing
You can utilize Zoho CRM for free up to three users; however, after that, you’ll be required to purchase Zoho when you sign up for an annual plan; Zoho CRM starts at $14/month for users. The next pricing plans are $23/per user/per month to use Zoho Professional and $40/per user per month for Zoho Enterprise. Zoho Ultimate Edition is priced at $52/per user per month. Zoho Ultimate Edition comes in at $52/user/month. Zoho CRM provides a free trial of 30 days.
Zoho CRM breaks its pricing plans into five categories: Free Edition Standard Professional, Enterprise, and Ultimate Edition. Each plan is accompanied by an increase in price, along with a variety of valuable features that will assist you in managing various aspects of your business more efficiently.
Knowing which features are included in each plan is more crucial, and we’re going to go further into that next.
Without further delay now, let’s get started now!
How does Zoho CRM work?
Zoho CRM is one of the most well-known cloud-based CRM applications, which was created with startups and small companies in mind. Its clients love it’s user-friendly it is, with a variety of features, and how affordable it is.
This CRM-powered platform has empowered more than 150,000 companies across 180 countries to connect with their customers, convert leads and earn more revenue. Most of Zoho CRM’s users are companies from the sectors of consulting, technology media, media, and other real estate firms that require CRM.
How much does Zoho CRM cost?
You can test Zoho CRM for no cost by signing up for the 15-day trial without having to hand in your credit card information. If you decide that this is the right platform for you, four different versions are available:
- Standard: PS10/month (per user)
- Professional: PS16/month (per user)
- Enterprise: PS30/month (per user)
- Ultimate Edition: PS85/month (per user)
All of the prices are based on a monthly payment, and you’re taking on an annual subscription of 12 months. But, even with those costs, they place Zoho’s CRM in the higher part of the marketplace.
Be aware that you’ll need to pay an additional fee for any extra apps you choose to make use of (e.g. the form builder) which can raise your monthly costs.
The integrations are excellent; however, you’ll have to pay for them.
What do you get from Zoho CRM?
Now that you’ve got an idea of what Zoho CRM is likely to cost you, we can look at what you’re receiving in return.
Multichannel Sales CRM
In the end, it is a CRM platform that assists you in managing sales prospects and customers throughout multiple channels, which is precisely what CRM is meant to accomplish.
It starts with the platform’s features for marketing emails that allow you to manage contacts, send automated emails, keep track of engagement (views and responses, etc.), and then automate any other responses. You can sort leads by engagement actions (sent, not sent, not opened, or not opened, etc.) and develop strategies for follow-up.
In addition, Zoho offers a drag-and-drop email builder that lets you create new designs and templates, extensive email reporting as well as tools for collaboration with your team.
In addition to emailing, Zoho supplies users with tools for implementing live chat features on your site as well as lead generation and managing tools on social networks as well as methods for managing calls.
Automate repetitive tasks
There’s a chance you use tools to find your top prospects, another to distribute bulk email, and another to analyze the behavior on the internet of your targeted group. Unfortunately, the three different tools you’re using not only make the process expensive but also time-consuming since you’d need to collect information from various platforms and then analyze it.
Instead, you can automate everything from ticket assigning to trigger-based actions with Zoho. It is possible to reduce the cost of business, improve efficiency, and improve productivity by automating such difficult, repetitive, and time-consuming tasks. Additionally, you can make your sales staff reach out to the most suitable prospective customers before they abandon them. You now know why we have named it the top software for managing customer relationships.
Nurture Segment-wise Leads
Leads are generated from a variety of sources, including conferences, social media affiliates, social media as well as affiliates. So, the leads you generate be different based on their requirements and budget. Thus, you must employ different approaches in order to nurture the different lead segments.
As an example, perhaps you have introduced a software item at the Showroom at a Trade Show to a number of business executives. These leads resulting from those at the Trade Show are more likely to convert than leads you might have gathered via a random ad program on Facebook. This means that you have to contact these two groups in different ways. Additionally, since the intended people attending the trade show were business Leaders and Business Leaders, they are able to pay for your services and need to be approached in a way that is appropriate.
Lead generation & management
Lead management is an essential feature of every CRM, but Zoho is also looking to assist you in generating more leads, too. There are three main areas the platform can assist you in getting there, including email sign-ups on your site, live chat, and converting leads using social networks.
Zoho’s form builders help you design forms without any code and then place forms on essential elements of your site. The Zoho pricing tool is simple to use and allows you to assign leads to your team when they sign up automatically. It also permits users to gather data about their users and automate emails based on the users’ information.
It’s a fantastic tool, but it can’t offer much assistance in creating forms that are optimized to convert. Zoho pricing has more features than the majority of the CRM platforms we’ve worked with in terms of forms and optimization; however, in the end, the multi-step forms created with Leadformly have a higher conversion proportion of users.
Apart from that, Zoho’s lead assignments, scoring, and automation capabilities are efficient. There’s nothing to complain about in this area.
Zoho CRM lets you automate lead generation using a variety of sources like chats, social media, websites as well as trade shows. Through lead scoring, you are able to send leads to the appropriate reps and make sure that you don’t lose any good leads.
- Select leads that are of high quality from many sources
- Make sure leads are converted into conversions
- Track and analyze critical information on leads
Provides access to vital information in real-time
Zoho CRM provides a useful Opportunity Tracking tool that allows you to determine the stage of your customer’s journey through the sales process and the details of the size of the deal, the contacts history, and competitor profiles to help develop more relevant messages. You can access this information with ease and accuracy in the user-friendly, accurate dynamic reports and Dashboards.
Zoho can also help you find and target leads who are inactive using past data in order to update your messages to your customers. Its Business Card View, for instance, lets you quickly access all necessary information about your customers in one place without having to search or scroll. The Notes Section shows the content and timestamps of previous conversations to provide intimate and rational communication. In less time than you imagine, relationships will be smoother, and you’ll be able to make better as well as more lucrative business decisions.
Makes maximum use of social media
As you may have guessed, the majority of our clients today come via Twitter and Facebook, which is why it’s crucial that we have an effective CRM system that will connect them with our services and products. Zoho CRM, for instance, tracks their actions and classifies them as contacts and leads to allow you to contact them and send them invitations to let them know that you are giving your work a glimpse.
Marketing & Sales Automation
Zoho CRM lets you easily create sales automation workflows that allow users to automate sending emails to prospects, move prospects to different lists of emails in response to their responses, and then move them through the sales process.
The builder is straightforward and easy to use, which makes it ideal for teams who aren’t familiar with CMRs and automation generally. The automation options offered include all the essential features as well; however, we began to feel that Zoho’s CRM was too restricted when we attempted to build more complex automation, such as personalizing the content of pages for various users. The majority of sales teams are required to handle lengthy tasks, like setting up sales appointments, following-up emails, tracking contacts, and so on. Luckily, Zoho CRM makes this process easier by automatizing the sales process while giving you the ability to concentrate on nurturing leads and creating them, closing deals, and building relationships with your customers.
Analytics & Reporting
Zoho is a firm believer in reporting and analytics. It is fantastic for a service that is geared toward both large and small enterprises. Many CRM systems fall short in terms of data-related things, which means you have to integrate third-party software into the mix.
Zoho’s report isn’t among the most comprehensive available in the market; however, it provides an excellent overview of everything from sales data and business performance to KPIs and web form insight.
It’s an excellent product, and you’ll be able to get plenty out of the reports provided by Zoho until you need more sophisticated capabilities. A lot of CRM platforms fail in terms of data-related things, which means you have to add third-party applications to supplement the mix. However, Zoho CRM concentrates on reports and analytics, which can help companies to make educated choices.
Zoho CRM has currently updated its interface, eliminating unnecessary clutter and providing an elegant and simple layout. Users can create a custom dashboard that allows them to see digital representations of the most critical metrics. Users can also select the kind of chart (pie chart donut, funnel, funnel, etc.).) and also axis details (if there are any).
Each dashboard can be customizable to contain as many reports as possible. This allows users to review the full necessary information at a single glance. The dashboard is also shared among team members to keep everyone updated. Zoho CRM offers a comprehensive report feature that gives users vital insight into business information. Reports are built using modules (Accounts leads, Contacts, Leads Tasks, Deals, etc.) With more than 40 standard reports available. However, if you’re not able to find an appropriate built-in report, There’s a way to make your own customized report.
Reports can be organized into various folders for quick access and change their order of them according to drag-and-drop. Export features let you convert any report to Excel, CSV, or PDF format to share with your colleagues. You can also set up reports to automatically create and then email to you regularly.
Sales management is about prioritizing, monitoring, and monitoring sales within your pipeline. Zoho CRM gives you everything you need to manage sales and deal structures.
- Analyze the past deal activity and potential
- Expand cross-selling and up-selling opportunities
- Give you detailed information on your offers at any time and from anywhere.
Contact management is among the essential features that any CRM program has. Zoho CRM offers a variety of options to manage and add leads, contacts, prospects, and accounts. Information can be collected through an integrated social CRM system, through online companies, or manually.
Zoho CRM lets you modify your data using an easy drag-and-drop tool that can be adapted to the business processes you are using. It’s worthwhile to take your time to set up this correctly from the beginning since it will improve your workflow and ensure that your employees have the correct data to reach sales goals.
The platform is currently revamping its marketing and email management by introducing Sales Inbox. The feature is available for Enterprise users; the feature is a dedicated email client integration that cleverly arranges the emails and makes them more critical.
Notes, messages, tasks, messages, and contact details can be easily accessible in one place and allow you and your team of salespeople to swiftly review the sales process for every contact. Prospects can also be integrated into your CRM through an inbox. Leads can be converted into contacts by using triggers that are automatic or by dragging and dropping them from one column to the next.
Automating workflow is crucial for helping your sales team remain efficient and efficient. Zoho CRM owns strong automation capabilities, allowing you to automate routine sales-related tasks.
You’re able to design processes that apply to a variety of areas of business, including deals, leads accounts, products, sales orders, and many others. Specific actions, like sending an email, putting in tags, or changing the required field, may be performed when certain conditions are fulfilled. Workflow rules may have as many as ten conditions that offer a high level of automation to reduce time-consuming administrative tasks.
The Zoho CRM app allows you to input the details of each customer to ensure that your staff is able to access these in one place. It is possible to include important indicators like the status of deals in progress, people, current projects, and so on. If your sales personnel is able to access this information at any point, it’s easy to interact with clients.
Forecasting sales can be complex, especially when done manually. Zoho CRM assists users in forecasting sales automatically based on the information that they have on their dashboards.
The method that Zoho uses to predict sales will help to provide accurate figures.
Zoho CRM Portal
The Zoho CRM Portal is a tool that gives third users an access point to the CRM Dashboard. These third parties can be vendors, customers, and business partners, among others. For instance, an establishment franchise could prefer to allow franchisees to access specific business documents. In the same way, a school might require parents to change their children’s information.
The default portal of Zoho CRM is known as the client portal. The user is able to perform a variety of actions based on the rights you grant them. For instance, they may edit the records that are associated with them. They are also able to edit the records they share with them, like telephone numbers and email addresses.
All you require to invite the portal user is their email address, and you can issue one or a large number of invitations. This is among the top features I’ve observed while trying out the platform for our Zoho CRM review.
You can make a portal for free and invite up to 10,000 users. If you’d like to increase the number of users, however, you’ll need to pay for each one. The license is priced between $5 to $10 per month. This is very expensive, particularly for big companies.
Zoho CRM Analytics
The platform is awash with analytical capabilities to support companies. For instance, you can create detailed reports based on the diverse data points that are displayed on the dashboard of your CRM.
They can be created using the custom-built visual builder. All you need to do is choose the CRM modules you wish to build data sets with and then add the fields you require. For instance, you could create an expense report to examine marketing costs. It is also possible to compare the expense report against the deal report to evaluate marketing costs in relation to the worth of deals that you’ve created.
Another method to make the best utilization of Zoho CRM Analytics is to start making charts. In the application, you can create different kinds of charts from your reports with just a single click.
Chart options comprise, but aren’t only limited to:
- Heat map
Zoho’s CRM software has a number of collaboration features that are built-in in it that include:
Feeds functions as an online social network that allows employees to are able to interact and exchange information with their colleagues. It’s a central place to discuss all CRM issues internally and goes quite a way to encourage collaboration between employees.
Thanks to chat, Chat option, staff are able to instantaneously communicate with each other anytime. Additionally, they can make notes about sales data. Notes leave a trace of the notes for any other person who may be involved in the transaction.
Additionally, you can add another sales rep’s name to your notes to draw their attention. You can also include tags on sales records, making it simple to sort, search, and filter them.
It is also possible to create specific user groups for certain employees using Zoho CRM. It’s a great way to keep your focus on the reason you created the group to serve.
Zoho CRM Integrations
The platform is directly integrated with a variety of third-party apps to provide additional functions.
For instance, you could use Zoho CRM in conjunction with the following:
- Google Workspace
- Microsoft Exchange
The Google Workspace integration lets users connect to Gmail contacts and tasks along with Google calendars.
Slack is utilized by more than 10 million users every day, which means that your coworkers and clients are comfortable with Slack. The integration allows users to send Zoho CRM data and retrieve them with Slash commands.
In Microsoft Exchange, you can connect your emails, contacts, tasks, and other events.
QuickBooks is one of the accounting programs. With the integration, it is possible to look up customer details, product invoices, payments, and other details within Zoho CRM. Integrations are essential for all CRM systems. Your company will probably use several software programs in different departments and making sure that they all work together is essential. Zoho provides a broad range of services, such as Zoho Mail and Zoho Campaigns, that can be easily expanded the capabilities of your CRM. In addition, third-party integrations could improve your efficiency and team collaboration, like MailChimp, Quickbooks, and Office 365 & G Suite. When it concerns CRM software integrations, they are often overlooked and should, however, be top of the list since they allow you to create a more effortless user experience. The great thing is Zoho CRM has a wide selection of app connectors such as Office suite and messaging, phone meetings, finance, document signature, quotation management, as well as marketing automation. However, some users have faced difficulties in getting their integrations to work. Due to these negative experiences, we recommend Insightly or Salesflare, which works better with integrations that are popular.
Zoho CRM comes with a broad range of connectors that you can explore. This means that when you choose this software, it will not cause problems finding a lack of applications. Below are some examples of integrations that are standard:
Zoho CRM Mobile App
Zoho CRM mobile app is accessible for iOS along with Android. Because of it, your sales team will be able to easily interact with customers in any location at any time.
We’ve previously discussed the possibility of scanning business cards for details that are only available in the mobile app.
However, another notable feature that is mentioned in many Zoho CRM reviews includes RouteIQ, a map tool and route planner known as RouteIQ.
If you have sales personnel visiting customers in multiple physical locations, figuring out the most efficient routes could be a lengthy process. The tool helps you choose the most efficient routes automatically. All you have to input is the addresses you want to visit.
Zoho has invested a significant amount of cash into its mobile applications, which include an exclusive Android as well as an iOS CRM application. With the application, users have access to their newsfeeds, calendars as well as primary CRM data.
A helpful characteristic is the geolocation function that allows sales reps to find nearby prospects and arrange meetings according to their geographical locations. In addition, if you decide to lose connection, the app will back up and sync all your information when you reconnect.
Zoho CRM Security
The platform utilizes the AES-256 protocol to secure all customer data and then decrypt it whenever needed.
You can limit access to the Zoho CRM dashboard by specific IP addresses. So, only employees who belong to your company are able to access your sensitive business data. Additionally, you can monitor every user who logs in to your dashboard to be used for audit or investigative purposes.
Additionally, you can select the cloud computing area you wish to store your data. Zoho is home to data centers located in the US and the European Union (EU). It is recommended that you choose the closest one for speed, security, and compliance reasons.
The GDPR’s strict laws on the security and privacy of data are applicable to those who select the EU region.
Zoho provides direct customer service for paying customers via live chat, phone, or via email at any time.
If you are a paid customer If you are a paid user, you are able to reach out to the support team of the company directly if you have any difficulties.
There’s also an official help portal that is dedicated to the CRM app. The online portal is packed with comprehensive user guides, guides to use, and responses to commonly asked queries regarding Zoho CRM. It’s a great site to get acquainted with how to utilize the software and find solutions to the most frequently encountered issues.
A lot of Zoho CRM reviews praise support from the team. We have to agree that the support agent we spoke with was beneficial and knowledgeable.
Multichannel Sales CRM
In the end, Zoho CRM is a customer relationship management system that lets you manage sales prospects as well as customers with multiple channels, which is precisely what a CRM is designed to accomplish.
It starts with its email marketing tools that allow you to manage contacts, automate email, and track engagement (views, responses, views, etc.). You can sort your contacts by the actions they engage with (sent not opened, sent and not opened or not opened, etc.) and develop your personal strategies for follow-up. Also, you get the drag-and-drop email builder that lets you create new styles and templates. It also comes with as well as extensive email reporting and tools for team collaboration.
In addition to email, Zoho CRM offers tools for managing leads and lead generation that can be used on social platforms, software to implement live chat on your site, as well as tools for managing calls.
- AI Tools for Predictive Analytics and AI
Zoho CRM’s artificial intelligence assistant Zia offers users an AI-based conversational device that allows them to accomplish their tasks more effectively. Zia helps with daily tasks, including taking notes and processing sales numbers. Users are able to, with no difficulty, access Zia via the bottom corner of their display screen or by calling her through their phone application.
- Social Media and Territory Management
Zoho CRM’s social-media equipment allows users to track the mentions of their brand on various social media channels such as Facebook as well as Twitter and post their social media profiles in a timely manner via your CRM page. It also lets them configure workflow triggers to automatically upload leads and contacts via social media based on the interaction of customers or assign them to a suitable sales rep.
Zoho CRM’s function for controlling territory allows users to divide accounts as well as contacts, offers, and accounts into distinct territories. Additionally, it allows users to create hierarchies by creating sub-territories and territories. Users can also outline the specifics for each of these territories and assign records in accordance with them.
Zoho CRM allows users to connect with leads, potential customers, and customers across various channels. Users can interact via phone or live chat, email, and via social media. Customers’ portals let potential customers browse products and make buying choices.
Customers also receive real-time notifications whenever customers communicate with the company. They can track their performance to determine how effective their communication is and find the best timing and method to communicate with customers. The CRM software can also include feeds, chat room notes, teammate and keyword tagging, as well as groups to encourage team collaboration.
This feature allows you to create campaigns with ease and efficiency for the highest return on investment. Let’s take a review of the features that enable marketing automation with Zoho CRM:
- Customer segmentation. Utilizing Zoho CRM, you are able to segment your customers according to their region, needs as well as lead source and preferences. This feature lets you can send out campaigns that are tailored to meet the needs of your target customers.
- Lead nurturing. This allows you to manage everything related to leads and allows you to convert leads into deals. This also makes sure that you’re informed of every lead you create.
- Event management. This tool allows you to organize your events and convert them event into sales quickly. It is possible to contact attendees by sending invitations, follow-ups, and invitations and creating meetings within Zoho CRM. All interactions you make will be automatically saved to ensure you will have a complete timeline of your interactions.
- Email campaigns. Zoho CRM helps you keep leads interested from the first interaction by sending them emails. It has fully customizable templates for inviting prospective customers. It allows you to schedule reminder emails prior to the event and send follow-up emails in accordance with those. Additionally, being able to keep track of open rates for emails and clicks as well as others.
Zoho CRM’s simplicity of use
Zoho CRM is straightforward to use. Its interface is a simple dashboard that is self-explanatory with drop-down menus, which allows users to carry out tasks quickly and without the need for IT support.
It is possible to set up and customize the dashboard by adding various widgets, charts, pivot tables, as well as other elements. Dashboards can be embedded on numerous online platforms and accessible to different users. You can also manage the dashboard’s access and limit its visibility if needed.
Additionally, it eliminates most of the hassle of entering contact details. You can import information from a spreadsheet, or Zoho CRM will automatically create contacts from email and online form submissions and tickets for customer support. For large businesses, you can set up one account per customer with multiple users to the account.
Your business requires you to be highly attentive in the management of your responsibility. Engaging with potential clients and your stakeholders on a regular basis to strengthen your business relationships must be a routine thing. This is why the application of customer Relationship Management (CRM) software has been an essential Holy Grail for big and small-sized businesses. Of all the key players in the CRM field, ZOHO holds a different client base due to various reasons. It is not surprising that frequent customers give it a massive positive review in the ZOHO CRM.
ZOHO CRM provides multiple business benefits
There are a few of the most prominent aspects that might make you think about a ZOHO CRM implementation.
Transfer data with no hassles
The data migration feature is stress-free, and one of the top ZOHO CRM features that improve your operations. Following the ZOHO CRM implementation, simply input your data in the correct format, and the program will transfer your files into the modules. If there isn’t an appropriate mapping field, the CRM will allow you to make it. In the course of creating it, you’ll receive full support from the ZOHO knowledgebase and migration checklists, as well as support and the data transfer wizard.
Smart decision making
ZOHO CRM for small-sized businesses, as well as for larger organizations, assists in obtaining data and using them to make educated decisions. Yes, it uses reports and data about your company to collect precise information. The detailed analysis will help you determine the latest trends in the market and come up with a profitable business decision. In addition, a thorough analysis of data can help you identify those leads that are not of high quality and turn them into loyal customers, which, in turn, contributes to sales.
Makes use of the power of Social Media
One of the unique ZOHO CRM capabilities is its ability to make use of social media channels to generate leads. When you implement ZOHO CRM integration using the accounts of your Twitter and Facebook profile, you are able to examine the behavior of your customers and target prospective customers in a manner that is appropriate. This improves the likelihood of getting customers.
ZOHO CRM includes a collection of asynchronous APIs open to the public that allows you to access the data in large quantities. Additionally, it is possible to carry out ZOHO CRM integration using APIs that are open, i.e., the third-party software, quickly. This lets customers benefit from the system with greater effectiveness. The complete interface accessibility lets users personalize it according to their specific business needs.
Be notifications in real-time
If you do a ZOHO CRM online review and you’ll discover that the program is accessible on all internet-based modes, including social media sites and live chats, calls, and many more. Therefore, no matter the location of your current office, the software keeps you updated about leads in real-time through its notifications APIs. This will also help you make sure that your customer interactions are healthy.
Let your business thrive by empowering your business AI.
One of the most immediate Zoho CRM advantages is Zia, the AI-powered business assistant. It is able to provide an improvement in your sales performance, thereby increasing your profit margin. It monitors your business’s past to determine patterns that could automate your workflow routines. It is also able to analyze patterns of sales to predict frequent purchases by customers who are loyal. It also has numerous advantages that are difficult to incorporate into this tiny space.
Cheap Plans that include no-cost trial versions
Zoho is a popular CRM for small-sized businesses, primarily because of its reasonable pricing plans. You can pick from Zoho’s Standard, Professional, and Enterprise plan that comes with a 15-day trial. Trial. Additionally, you can also choose the Ultimate plan, which offers the opportunity to try a free trial for three days. The plans come with the most beneficial Zoho CRM functions. Additionally, you can move between different plans at any time without difficulty.
To sum up, ZOHO CRM implementation can give your business the edge you need in business processes. It can automate your processes in order to provide increased efficiency and generate exponential profits. Simply put, ZOHO CRM is a complete system that has revolutionized the way we manage the life cycle of customers.
Who do you think Zoho CRM is for?
Zoho CRM offers a dream solution for the small-scale business owner who is budget-conscious but also ambitious owners. This free option is great for those who are new to the CRM industry and have less than the threshold of 10 people or want to get operating with CRM quickly. If you’re looking to accelerate your growth, you’ll do better with the paid version – and there are many choices that are affordable.
Zoho CRM is a favorite among companies of all sizes and shapes; however, it was explicitly designed for mid-sized and small businesses in the back of their minds. Even if you’re not sure how to start, Zoho CRM is easy to learn and can scale as you expand.
Zoho CRM Pricing and Plans
Zoho CRM provides free and paid versions, which are billed annually or monthly, which users are able to try free for a period of 15 days.
Zoho CRM Free Edition
The free version includes up to three users as well as essential features such as leads, documents, as well as mobile apps.
Begin Zoho CRM $ 7 per month for each user, which is per year
Begin is a CRM that is a pipeline-focused solution designed for small-scale businesses. It offers telephone, workflows, integrated systems mobile apps, custom fields, and dashboards.
Zoho CRM Standard Edition $14/month per user per year
Standard Edition Standard Edition includes all features that are available in the free edition. It includes additionally lead scoring workflow automation, several funnels of sales and bulk emails customized dashboards, as well as an individual design and style.
Zoho Pro Edition of CRM: $33 month per user per year
Professional Edition Professional Edition comes with every one of the Standard Edition features along with real-time notifications for customers’ process management, conversion of web forms to tickets, and validation of customer data along with inventory administration.
Zoho CRM Enterprise Edition: $45 per month for each user to be paid annually
Enterprise Edition Enterprise Edition includes all other features of the plan, in addition to Zia AI customer journey personalization, multi-user portals and portals, and advanced personalization and mobile application customization.
Zoho CRM Ultimate Edition: $52 / month per user per year
The Ultimate Edition contains everything from the Enterprise edition, as well as advanced business analysis, increased features, and an unlimited trial period of 30 days.
Offers of Zoho CRM
Zoho CRM comes with numerous solutions that are related to customer relationship management, each one with its own range of features designed to fulfill the requirements of different clients.
Zoho Projects is the ideal add-on to manage projects efficiently, organizing, tracking, and collaborating on projects. Zoho Projects is an excellent accessory for both large and small-sized businesses. It’s an excellent option for those looking to have an improved experience for all users. If you integrate Project Management Software with Zoho CRM, it’s not necessary to burden your system by integrating other programs. Zoho Projects allows you to manage your projects, assign tasks, manage resources and interact with team members through one platform. Gantt charts and automated tasks, timesheets, and personalized portals will help you develop the perfect workflow. In addition, Zoho Projects offers such a user-friendly interface with an easy learning curve that it’s a good option for beginners. Colorful charts, views, and dashboards are simple to read and allow you to toggle between dark and bright options to match your mood. Since Zoho Projects is an add-on that comes with three pricing choices for those who need advanced project management capabilities such as:
Accessible to Three users or more, up to two projects, as well as attachments that are up to 10MB in size, basic task-tracking Gantt chart viewer, and mobile apps.
Pricing: Premium $4.78 monthly, annually, to each individual user. Unlimitless projects and 20 templates for the project, including time tracking, as well as budgeting for projects, are all included in this bundle.
Enterprise: $10.77 per month per user, billed annually. Additionally, 30 templates for project creation, as well as fields that can be customized, a custom domain, and workflow rules are all included in this package.
You can test Zoho Projects for free for ten days, or you could save as much as 20% when you sign up for an annual membership.
If you’re looking for an easy and convenient live chat system that can aid your business in expanding and enhancing customer service Zoho CRM’s SalesIQ extension might be right for you. The Live chat feature is great for businesses that interact with a variety of customers. Not only can you keep track of and interact with users, but you’ll also be in a position to:
In real-time, lead scorers are able to divide visitors according to their level of attraction.
On your website, Contact possible clients.
Live chat agents will monitor your progression.
If you add chat widgets to your product’s website, site, or mobile application, Zoho’s SalesIQ provides the best method to offer personalized assistance to customers. Customers can also contact you and receive real-time assistance this way.
Here are SalesIQ’s attributes:
- To speed up the process, they use canned responses.
- Also, an inside look at the keyboard.
- Self-service articles for chat
- Calling via audio
- Sharing a screen
- Chat feedback from customers and rating
To meet the specific requirements of users, SalesIQ has four price packages:
- With one site for each site and two operators, it’s free.
- Basis: $20.35 for three operators per month
- Five operators The professional cost is $63.60 per month.
- With ten operators, the cost per month amounts to $138.65.
Sales IQ also offers an initial trial of 15 days that doesn’t require the use of a credit card.
The product we’ll be looking at this morning we’ll look at today is Zoho Social, a platform for managing, publishing managing, and monitoring your social media websites. Zoho Social is the simplest method for you to control your social branding. You can plan an endless number of posts, monitor data, and create custom reports to analyze the overall performance of your social media. One of the best features that are offered by Zoho Social is its easy-to-use interface. You’ll have access to helpful Content calendars as well as a tracking dashboard, as well as an analytics chart for social media that can assist you in enhancing your strategy online.
Zoho Social has several services that can meet all your social network requirements, such as:
- Queues for content
- Dashboard to listen
- Streaming live
- Discussions within the group
- Reports made on the
Unfortunately, there’s no version for free of Zoho CRM. However, it does provide an initial 15-day trial that is part of three affordable plans for subscriptions.
- Standard $12.02 monthly, to be paid in one all year.
- Professional $34.63 monthly, provided once a year.
- Monthly fee: $51.58 (paid yearly)
How can I make use of Zoho CRM?
There are numerous possibilities for training for Zoho. One option is education classes, which range from three-day education in the classroom to customized training options that can be available online and on-site. Another option is onboarding, which is the process of introducing new personnel with the equipment and capabilities appropriate to their role. Onboarding is part of the Premium and Enterprise support packages, which cost 20 25 percent and 20 percent of the license fee, respectively.
Businesses shouldn’t have to spend money to find ways to utilize Zoho, but they should consider it. The company’s Zoho Cares website offers an extensive set of tools for all of Zoho’s services. For instance, the CRM website is comprised of FAQs, documentation, as well as a developer’s guide to tutorials, videos, webinars, tips, and much more. While the specifics of the services vary depending on the software and the website’s content, each page includes specific guidelines. Users can also access the Zoho Network discussion board to read previous questions posted by diverse customers and then make new inquiries.
Zoho releases updates about a couple of times a month, on average. Since the company operates on a SaaS business model, these updates are automatically released so that your software is always current. Security-conscious companies will appreciate the modern security tools offered by Zoho.
Zoho CRM is comprised of a variety of tests to ensure that organizations are open and honest with information about consumers and comply with laws and regulations. Certain protection-related features include the ability to choose where the information is stored, keep track of the user’s activity, block unauthorized access by means of IP restrictions and enforce two-element authentication, and often backup data. Businesses can also control access to data within their organizations.
Zoho Projects offers third-party integrations, but the free plan is not as extensive. Standard integrations across the three subscription plans include:
- Other Zoho applications include Zoho CRM Meeting with Customers, as well as Sprints (the free plan isn’t compatible with invoicing, books Analytics, or People)
- Google’s G Suite apps (such as Gmail and Docs)
- Only import-out of Microsoft Project
Standard and Enterprise plan come with integrations to GitHub, BitBucket, Crashlytics, Dropbox, and others.
All in all, Zoho Projects showcases an extensive array of seamless integrations. However, it is not uncommon among competitors like Asana or Jira.
Because Gantt charts have become necessary for even the busiest of managing teams, they’re delighted to learn the fact that Zoho Projects is exceptionally generous with regard to this.
Even with Projects’ Free package, Projects grants users the capability to design complex Gantt charts, but with restrictions (the Standard and Premium plan eliminate the limitations). In contrast, Jira’s version of Gantt charts, which is referred to as Roadmaps, does not include any of the traditional Gantt charting capabilities with no third-party add-on. Monday.com offers Gantts only beginning on its Standard plan for 12 dollars per month per user.
In the case of Zoho Projects, if you’re managing multiple projects and appreciate the look of a Gantt chart, then you should go on the Enterprise plan. In this way, you’ll obtain global Gantt charts, which let you see a 360-degree overview of all your projects simultaneously instead of just per project in the Free and Premium plans.
What’s what is a Gantt Chart?
In the simplest sense, the most straightforward way, a Gantt chart can be described as a bar chart horizontally which shows the duration of time in a particular project or task. By using this method of charting, project managers are able to quickly see what’s happening and when and get actionable insight into the time spent. Gantt charts are a vital function of software, and you should make sure to check out our selection of the most effective tools for managing projects in 2021.
With the launch in January 2021 of Projects, 7.0 Zoho stepped up its user interface by adding numerous new improvements to its aesthetics, including an eye-soothing dark mode.
This is significant due to two reasons. Consider the fact that you might require referring to projects under a variety of conditions, for instance, in the dark of night at the construction site or under industrial environments with low light. These are excellent night-mode scenarios, mainly when the preservation of night vision for humans is crucial to avoid industrial accidents.
The second reason Zoho has included night mode might be a direct reference to the absence of this feature in the other competitors, like Asana or Jira. The website of Zoho is awash with information. Zoho readily admits that Jira is its closest low-cost competitor while painting Asana as costly and insufficient.
Both Jira, as well as Asana, have yet to fully introduce dark mode despite many years of people insisting on it. In the end, Zoho seems to be the victor in the battle for the ever-increasing pupil size of the darker theme.
While third-party paid plug-ins to Jira and Asana include evening mode, the pricey action of both companies is Zoho’s benefit in the sense of being more open to customer complaints–a desirable feature when you invest in enterprise-grade software.
Is Zoho CRM Safe?
The Zoho CRM Review wouldn’t be complete without discussing the issue of security and privacy. Naturally, consumers tend to be cautious when it comes to purchasing intangible goods such as software. It’s also difficult for them to believe in an online service on the internet. There is the possibility of losing sensitive information and their adversaries or hacker.
All of these are legitimate issues that each SaaS business like Zoho has to be aware of. In general, Zoho products are safe to use. Zoho has various data centers in unknown places in the Netherlands, Singapore, the US, India, Japan, Australia, and China. Similar to Google, they also have designed redundancy systems in the event of a server failing. In addition, the company is compliant with international standards of data security.
More details on security and privacy can be available within Zoho Mail and GDPR Compliance Zoho Anti-Spam policies along with Zoho Mail Security. Zoho claims in its privacy policies that it has not disclosed user data to any third-party companies.
But nothing is guaranteed safe. This CRM company was shut down through its domain registry back in 2018 because of alleged phishing-related violations. An investigation revealed that Zoho was extensively utilized by keylogger distributors to transfer stolen information. The attacks targeted primarily Zoho accounts that are free.
Hackers employ keyloggers to track the computers of their victims and possibly monitor their online activity and even collect personal data. Keyloggers commonly used to abuse Zoho include Agent Tesla and Hawkeye.
Zoho, as with many other SaaS companies, could be attractive to hackers due to the sheer amount of users who use the platform. If they’re lenient with account creation and do not enforce strict security measures such as multifactor authentication, the risk of vulnerability is generally high.
To address the accusations, Zoho promised to institute stricter rules for all accounts with free access. It also pledged:
- Change the SPF of Zoho.com to fail-hard. This means that all emails that are not coming from Zoho’s servers will be marked to be spam.
- Implement mobile verification for accounts that are new.
- Block users on free accounts with suspicious login patterns, specifically in the case of outgoing SMTP. This will ensure that they don’t utilize Zoho email accounts for fraudulent purposes.
The move of the SaaS company is highly praised; however, as Zoho users, you have a responsibility to protect your data. Zoho user, you’ve got the responsibility of making sure your computer and data are protected from hacks. It is even more cautious if you use Zoho’s CRM for free. Make sure to scan your computer for malware using reliable security software like Outbyte Antimalware. Make sure you are secure with your connection to the internet using a VPN.
Zoho pros & cons
For a better idea of the topics we’ll be speaking about in our review, here’s a brief review of what pros and cons we encountered during our time using Zoho CRM.
Zoho CRM pros
- A solid email marketing and automation features
- Connect seamlessly to other Zoho products. Integrates seamlessly with other Zoho
- Form builder app available (paid)
- Comprehensive reporting
Zoho CRM cons
- Needs lots of customization to begin.
- Limited customer support
- Formulas aren’t optimized for conversions
- Zoho is an excellent choice for options, but the capabilities become restricted as you increase your requirements
The features-wise, Zoho CRM stacks up very well with its competitors and even outdoes some of the top companies in specific areas. For instance, there’s an in-built form builder and an optimization application that is among the most effective we’ve seen.
Forms are often overlooked, and it’s refreshing to see Zoho recognize the importance of forms in nurturing leads and lead generation. Of course, the form application isn’t 100% perfect (more on it in the future); however, Zoho has done better at creating and optimizing forms than other CRM vendors.
As with many CRM systems, Zoho requires a lot of customization before it can be used, and this is when Zoho’s lack of customer support could cause problems.
Overall, Zoho CRM is a comprehensive, powerful platform that seamlessly integrates into a more extensive set of Zoho’s software. Let’s take an in-depth look at what this platform can offer before we go over the reasons we decided to go with another software for Venture Harbour. Venture Harbour.
Can It Be Comparative To other CRMs?
In comparison to other customer management systems, Zoho CRM offers the perfect fit for all kinds of businesses which range from small firms to corporations. In terms of features, it ranks with the other systems. In fact, it’s superior to other companies in certain areas. For instance, the CRM includes a built-in builder and optimization tools to help improve lead generation and nurture. However, the form application isn’t yet perfect; however, it has been made by the company to make forms the top prioritization.
However, its less expensive plans are limited in options, which means they’re not ideal for smaller companies. The enterprise version offers flexible options that let you improve your customer relations processes.
In the end, Zoho is a great CRM that comes with a variety of features for a low cost. It is perfect for small-sized businesses that have the potential to grow. If you’re new to the CRM, it is likely that you will encounter difficulties in making changes to the users’ interface. Since the CRM is based on a typical process for all records, you’re likely to be able to master the interface.