Zoho CRM

The hub of the entire Zoho One bundle, Zoho CRM is a highly customizable database for organizing your customer info and automating your sales, marketing, and operations.

Rating

Can go toe-to-toe with anything on the market, irrespective of price.

Pros
Cons

Zoho CRM Competitors

Infusionsoft

Hubspot

Salesforce

Included in the following Zoho bundles:

Need help with Zoho CRM? Here are some services we provide specifically for Zoho CRM users!

Zoho CRM Expert Bootcamp

Zoho CRM Admin Crash Course​

Hire a Zoho CRM Expert

Zoho CRM Certifications

Zoho CRM Pricing

Zoho CRM is super affordable when compared to competing CRM software solutions. Many other CRM systems charge far more and deliver far less. We love how transparent Zoho is about pricing. It’s free for up to three users and offers basic functionality on the free plan. Beyond the free tier, Zoho offers four other tiers for CRM.

Standard

$14/month

  • Per User
  • 1 GB Storage
  • Automated workflows
  • Prospecting and sales forecasts
  • Alerts and reminders
  • Around 50 custom modules.
  • Provides useful email insights, like tracking and bulk email options

Professional

$23/month

  • Per User
  • 10 GB Storage
  • Zoho’s SalesSignals
  • Sales notifications in real-time Inventory management
  • Web-to-case forms
  • Business blueprint

Enterprise

$480/year

  • Per User
  • 15 GB Storage
  • Includes Zoho’s Zia AI for useful insights & directions on customer acquisition.
  • Options include mobile device management
  • Advanced customization and views

Ultimate

$636/year

  • Per User
  • 30 GB Storage + 5GB file storage
  • Manages customer relationships via a business intelligence platform to turn your customer data into actionable insights.

Zoho Learning Paths

Zoho One Admin (Beginner)

Zoho Integrator & Developer (Beginner)

Zoho Sales, Marketing & Ops Admin

Zoho Architect (Beginner)

What is Zoho CRM?

Zoho CRM is Zoho’s customer relationship management (CRM) software. It is a customizable customer relationship solution that provides a 360º view of the customer relationship lifecycle.

Zoho CRM can help you with the following:

  • Unify and synchronize customer information from different sources
  • Simplify day-to-day tasks
  • Automate marketing initiatives
  • Synchronize marketing and sales efforts

In the realm of competing customer relationship management solutions, Zoho CRM punches well above its weight. With features and functionality on par with much more expensive CRM platforms, it empowers Zoho users to do the following and more:

  • Learn more about customer behavior
  • Locate new markets
  • Allocate resources
  • Automate repetitive tasks such as data entry
  • Run digital marketing initiatives such as email campaigns

You can integrate Zoho CRM with Zoho Social and synchronize information across all your corporate social media profiles.
Zoho CRM can help businesses focus on important things, like growing their customer base and generating revenue.

If you’re looking for a powerful customer relationship management tool to help grow your business, you can’t go wrong with Zoho CRM. Not only does it help with managing customer relationships, it offers automation, insightful reporting, and seamless integration with other Zoho products. Plus, it’s affordable and easy to use.

If you are wondering how you can unlock all the amazing opportunities for your business online, our Zoho CRM training is just what you need.If you are a Zoho CRM admin interested in Zoho CRM training, our customized training sessions were created just for you.

Who uses Zoho CRM?

Zoho CRM is used across almost every industry vertical. From real estate agencies to retail companies, manufacturers, and service providers, Zoho CRM has wide market penetration. Even governmental organizations such as the State of North Dakota have adopted Zoho CRM to manage customer relationships.

Key facts about Zoho CRM

Zoho CRM helps businesses scale up quickly and efficiently. The tool’s primary emphasis is on lead management. Zoho CRM works for businesses of all sizes but has gained traction, especially among small and mid-sized businesses.

Some interesting facts and numbers:

  • Zoho CRM powers 250,000 businesses across 180 countries.
  • It integrates with many software applications you are probably already using.
    Honorable mentions include G Suite, Office 365, Skype, PayPal, Trello, and Slack.
  • There are 13 million Zoho users around the world.
  • Capterra rated Zoho CRM as a top performer in several categories including best lead management software.

Zoho Partner Certification and Training

We help Zoho users sharpen skills and add valuable capabilities to their resume. Zoho CRM administrators will learn the following and more:

  • Setting sales targets and measuring sales performance.
  • Sending and receiving emails, calls, and social media messages inside Zoho CRM.
  • Integrating tools and extensions.
  • Configuring hierarchy and organizational settings.
  • Learning about data safety.
  • Assigning roles, profiles, and permissions to your sales and marketing workforce.
  • Managing multiple business processes at once.
  • Creating custom fields, buttons and modules.

Zoho CRM Features

Zoho CRM has some intuitive aspects, while other facets come with a bit of a learning curve. With the right Zoho online training and education, you can unlock its full potential.

The most significant Zoho CRM features:

Lead Management

You can track leads and their interactions with your business across different communication channels. Sales managers and your marketing team can use these insights to predict customer behavior and sell or market to them more effectively.

Gamification

Zoho CRM adds a bit of gamification to your company’s sales processes. Every time a deal is closed, or a new sale completed, teams can get badges and awards.

AI-powered assistant

Zoho CRM features its very own AI assistant called Zia. Zia helps with collecting customer data, writing documents, and predicting which deals will close. Zia is available on the Enterprise and Ultimate plans.

Omnichannel communication 

Zoho CRM gives your customers and potential customers more options to interact with your business. Whether they reach you by phone or by live chat. Zoho CRM will centralize incoming messaging for your sales and marketing team.

Insanely customizable solution

Zoho CRM adapts to your business and your workflow. Create different views. Switch between views. Set workflow rules. Build your own interface with a drag-and-drop dashboard. It’s one of the most flexible CRM solutions on the market.

Starting with Zoho CRM Courses

You want your sales manager, marketing department, or CRM administrators to become Zoho CRM experts ASAP. Learning Zoho CRM is easier with our training resources.

Our Zoho CRM training will get you up to speed. If you need additional support from a certified CRM trainer, ask us about Zoho consulting and implementation options!

Zoho CRM training should be easy and fun. Our online Zoho CRM training allows you to learn at your own pace. Flexible lessons allow you to learn anywhere, from any device. Our online training offers training packages for every level.

While we do provide on-site Zoho CRM training (ask for details), our virtual training headed up by founder Peter Fuller should answer most questions you may have

Zoho CRM Training and Education

The Zoho CRM platform can be a powerful tool to keep your business running smoothly.

If you are getting started with Zoho CRM you might find it overwhelming because there are a lot of features. Let’s break down the key features, benefits, setup, and pricing options.

Ready to get started with Zoho CRM?

If you’re looking for a powerful customer relationship management tool to help grow your business, you can’t go wrong with Zoho CRM. Not only does it help with managing customer relationships, but it also offers automation, insightful reporting, and seamless integration with other Zoho products. Plus, it’s affordable and easy to use.

If you are wondering how you can unlock all the amazing opportunities for your business online, our Zoho CRM training is just what you need.

If you are a Zoho CRM admin interested in Zoho CRM training, our customized training sessions were created just for you.

Zoho CRM FAQ

Zoho CRM is free for up to three users. With no binding contracts, you can cancel your subscription at any time. You can also upgrade to other Zoho CRM plans, or add an additional paid CRM user whenever you like.
Zoho CRM is a good CRM system because of its holistic approach to sales and customer relations. It delivers terrific value for cost and we highly recommend it.
Zoho’s entire software suite is built with the company’s Deluge programming language. Deluge has a very elegant syntax and it enables integration across different Zoho apps.
Absolutely. If you don’t feel confident after taking our Zoho CRM training courses, one of our certified consultants can provide onsite training and implementation.

Although Zoho CRM incorporates some business intelligence aspects, it is not a true business intelligence software. Business intelligence refers to turning data into useful insights which later convert to better decision making.

Zoho Analytics is Zoho’s business intelligence solution. It integrates with Zoho Forms, Zoho Projects, Zoho Creator, and Zoho Campaigns, in addition to Zoho CRM. Zoho CRM’s Ultimate Plan includes business intelligence capabilities.

Yes, there is a free trial available for Zoho CRM. You can sign up for the free trial on the Zoho website. The trial lasts for 15 days and gives you full access to all of the features of the software. After the trial expires, you can choose to upgrade to a paid plan or continue using the free version with limited features.
Zoho users find that some aspects of Zoho are easier than others. That’s why we offer Zoho training and education for those facets that may not be the easiest to grasp.
Yes, we have created extensive training and education for most Zoho applications. Visit our Zoho training page to learn more

About The Workflow Academy

The Workflow Academy offers extensive Zoho education and also Zoho consultation and implementation services for enterprises of all types and sizes. We offer one of the leading Zoho training programs. We help you get up to speed as a Zoho user from Zoho Projects to Zoho Books.

For additional assistance, ask about hands-on Zoho training and Zoho implementation from our certified consultants.