Zoho CRM

Core CRM features for sales teams

Publisher

Zoho

Subcategories

Average rating

Deze score is berekend door AI op basis van publiek beschikbare informatie.
4.3 / 5

About this software

Zoho CRM Standard is a paid per-user plan that provides core sales and pipeline management features for small and growing teams. It includes lead and contact management, custom modules and fields, workflow automation, mass email and cadences, sales forecasting, lookup fields, and Canvas for personalized CRM layouts. Premium and Enterprise support tiers and other add-ons are available separately from the base plan.

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Zoho CRM

Zoho CRM
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Benefits

  • Contact and lead management: Organize leads, contacts, accounts, and deals in a centralized database.
  • Custom modules and fields: Create custom modules and fields to model business data and processes.
  • Workflow automation: Set automated workflows to trigger actions and reduce manual tasks.
  • Email and cadences: Send mass emails and automate multichannel follow-up sequences.
  • Sales forecasting tools: Track targets and forecast sales performance across teams and pipelines.

Available languages

  • English (United States)
  • Spanish
  • French
  • German
  • Japanese

Support information

  • Classic support included: Classic support is included by default for paid CRM subscriptions via email, phone, and chat.
  • Premium support option: Premium support is a paid add-on offering faster response times and onboarding services.
  • Enterprise support available: Enterprise support adds 24/7 multichannel access and a dedicated technical account manager for eligible customers.
  • Self-service resources: Extensive knowledge base, documentation, and community forums provide self-help and how-to guidance.
  • Partner implementation services: Zoho partners offer implementation, customization, and regional support services for deployments.

Frequently asked questions

What features does the Standard plan include?
Standard includes lead and contact management, custom modules and fields, workflow automation, mass email and cadences, sales forecasting, lookup fields, and Canvas for custom layouts.
Who is the Standard plan designed for?
Small and growing sales teams and SMBs that need core CRM functionality without advanced enterprise AI features.
Can the Standard plan integrate with other Zoho apps and third-party tools?
Yes, it integrates with Zoho apps and supports third-party extensions through Zoho Marketplace and APIs.
Are advanced AI features included in the Standard plan?
No; AI capabilities like Zia are provided in higher-tier plans such as Enterprise and Ultimate.
How is user licensing and support structured?
Licensing is per user with paid tiers; basic Classic support is included and premium support is available as paid add-on.