Zoho CRM

Core CRM features for sales teams
Price on request Contact

Publisher

Zoho

Subcategories

Integrations

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 is Zoho CRM and what does it do?
Zoho CRM is a customer relationship management platform that centralizes contacts, leads, deals, activities and communications to support sales, marketing, and customer service workflows.
How does Zoho CRM connect with other business systems?
Connections are typically provided via application programming interfaces and built-in connectors to sync email, calendars, marketing tools, and other business applications for unified data and processes.
Can Zoho CRM be customized to fit specific sales processes?
The platform supports customization of fields, layouts, pipelines, workflows and access controls so records and automation can be aligned with an organization’s sales stages and procedures.
What security and data controls are available in Zoho CRM?
Typical controls include role-based access, user permissions, audit logging, and options for data import/export and backups to help manage access and data administration.