{"id":194038,"date":"2022-10-15T11:51:04","date_gmt":"2022-10-15T11:51:04","guid":{"rendered":"https:\/\/www.bizreport.com\/?post_type=single_reviews&p=194038"},"modified":"2023-07-05T08:14:25","modified_gmt":"2023-07-05T08:14:25","slug":"zoho-crm-review","status":"publish","type":"single_reviews","link":"https:\/\/www.bizreport.com\/small-business\/llc\/zoho-crm-review","title":{"rendered":"Zoho CRM Review In 2024: Features & Alternatives"},"content":{"rendered":"
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\"zoho<\/figure><\/div>\n\n\n

Zoho CRM offers a significant number of third-party integrations, a flexible AI layer for advanced data and forecasting, and gamification features that beef up its CRM<\/a> capabilities. Zoho CRM may be the best CRM software<\/a> for small businesses or larger enterprises that are looking for integrations with outside platforms, a high level of customization, and a drag-and-drop editor. The simplified platform allows for drag-and-drop options and includes mobile features.<\/p>\n\n\n\n

Read more: Best CRM software<\/a><\/p>\n\n\n\n

Zoho CRM Advantages<\/strong><\/h2>\n\n\n\n

From sales force automation and deal management to customer and pipeline management, Zoho CRM is a good choice for customer-facing B2B or B2C businesses. Zoho CRM is easy to use, has good pricing plans, and offers a high level of customization. However, there is a steep learning curve to the platform which may slow the time between the initial contract and when your business is ready to roll out the newest features. <\/p>\n\n\n\n

Easy to Use<\/h3>\n\n\n\n

New businesses will find Zoho CRM features to be simple to learn. The platform is highly customizable and allows for integrations with other platforms your teams may already be using. Added to this, Zoho analytics allows teams to key in on specific customer data points to develop sales forecasting, workflow automation, and sales management features that can grow as the business grows.<\/p>\n\n\n\n

Good Features<\/h3>\n\n\n\n

Like many other CRM platforms, Zoho CRM has a free version that includes up to three users, but many of its key Zoho products are not available outside of the paid plans. These Zoho products include deal management features, live support features, and inventory management. Its intuitive design means that even solopreneurs can find value and increase productivity quickly. <\/p>\n\n\n\n

Automation of Tasks<\/h3>\n\n\n\n

The Zoho marketplace includes plenty of automation options, including the ability to design workflows, auto-populate certain fields, and trigger certain actions within your marketing tasks. These triggers are based on customers\u2019 past interactions, which adds another level of personalization to marketing efforts. <\/p>\n\n\n\n

Transparent and Affordable Pricing <\/h3>\n\n\n\n

Zoho CRM’s pricing structure is similar to that of top competitors including Hubspot and Freshsales, and Zoho does offer a free version, although this is quite basic. For most businesses, a paid plan will offer a great range of solutions including better deal management tools, key performance indicators, sales leads, and streamlined process management through which your team can start enhancing productivity. <\/p>\n\n\n\n

Zoho CRM Packages<\/strong><\/h2>\n\n\n\n
<\/td>FREE<\/strong><\/td>STANDARD<\/strong><\/td>PROFESSIONAL<\/strong><\/td>ENTERPRISE<\/strong><\/td>ULTIMATE<\/strong><\/td><\/tr>
Monthly Fee<\/td>Free for 3 users<\/td>$14per user per month<\/td>$23per user per month<\/td>$40per user per month<\/td>$52per user per month<\/td><\/tr>
Sales Force Automation<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td><\/tr>
Email insights<\/td>\"Not<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td><\/tr>
Custom fields<\/td>\"Not<\/td>10 fields\/module<\/td>155 fields\/module<\/td>300 fields\/module<\/td>500 fields\/module<\/td><\/tr>
Advanced filters<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td><\/tr>
Page customization<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td><\/tr>
Custom links<\/td>\"Not<\/td>\"Not<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td><\/tr>
Canvas view<\/td>\"Not<\/td>\"Not<\/td>\"Not<\/td>3 views\/user\/module<\/td>5 views\/user\/module<\/td><\/tr>
Tab groups<\/td>\"Not<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td><\/tr>
Custom reports<\/td>\"Not<\/td>100<\/td>Unlimited<\/td>Unlimited<\/td>Unlimited<\/td><\/tr>
Email templates<\/td>100<\/td>100<\/td>Unlimited<\/td>Unlimited<\/td>Unlimited<\/td><\/tr>
Customer support<\/td>\"Not<\/td>\"Not<\/td>\"\"<\/td>\"\"<\/td>\"\"<\/td><\/tr>
Free storage\/org<\/td>1 GB<\/td>1 GB<\/td>1 GB<\/td>1 GB<\/td>5 GB<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Free plan<\/h3>\n\n\n\n

Zoho CRM’s free plan offers a lot but is not quite as comprehensive as other freebies on the market. For up to three users, a small business can have access to up to 100 email marketing templates, salesforce automation, and page customizations. However, this version doesn\u2019t include live customer service, which means your team will have to figure out workarounds for problems faced as your business grows. <\/p>\n\n\n\n

Standard Plan<\/h3>\n\n\n\n

The Standard Plan starts at $14 per user per month and includes all of the free plan options, as well as additional email marketing insights, advanced filters, and tabbed groups. All paid plans include outside integrations, including tools like Google Workspace, Google ads, and Quickbooks. Zoho also has other tools that build on the base customer relationship management suite. <\/p>\n\n\n\n

Professional Plan<\/h3>\n\n\n\n

The Professional Plan starts at $23 per user per month and builds on previous offerings by including customized field building, live customer support, unlimited email marketing templates, and customized reporting. Starting with this plan, users can create custom fields and custom views for advanced reporting and analysis.<\/p>\n\n\n\n

Enterprise Plan<\/h3>\n\n\n\n

Enterprise Plans start at $40 per user per month, and in addition to unlimited email marketing templates, and custom reports, three users per module can have a Canvas view of workflow automation.<\/p>\n\n\n\n

Ultimate Plan<\/h3>\n\n\n\n

The Enterprise and Ultimate Plan, which starts at $50 per user per month, will give brands the most options in creating the right sales process and forecasting models. However, the price may be a bit steep for those with only a few employees. Where the Ultimate Plan stands out is the customization within the modules. With Unlimited, businesses can create up to 500 custom fields per module and users can have up to five views per module.<\/p>\n\n\n\n

Zoho CRM Quick Overview<\/strong><\/h2>\n\n\n\n
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\"Zoho<\/figure><\/div>\n\n\n

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5.0 stars<\/div><\/div><\/div><\/div>\n<\/div>\n\n\n\n
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Best Overall Value<\/h4>\n\n\n\n