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5 Reasons You Need to Switch to Zoho CRM

Small to midsize businesses, or SMBs, must work harder than ever these days to impress modern consumers. It’s also tougher to retain customers and earn their long-term loyalty. Don’t worry though, when you switch to Zoho CRM impressing and retaining clients will be a breeze.

Making people feel valued and cared for is hard work. Engaging them and holding their attention could be a full-time job on its own. If you run a business, you already have plenty of irons in the fire.

That’s where customer relationship management tools come in.

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CRM technology ensures that your contact list is always current. It highlights which campaign strategies are working and which are not, collects and organizes data storing it in one central location, and even streamlines the workflow for greater productivity.

Best of all, the right SMB CRM will vastly improve existing and future clients’ experience with your brand.

If you don’t use a CRM, trust us: It will make all the difference in your workday. If your current CRM software isn’t providing all the benefits below and more, it’s time to switch to Zoho CRM.

1. Ease of Use

Using Zoho couldn’t be easier. You don’t have to be tech-savvy to find the functions you need or to monitor contact history, your sales funnel and more in real time. You can even see what your competitors are up to.


The Zoho interface is attractive, straightforward and well organized. The layout encourages productivity. For example, it “nudges” users of all skill levels toward these popular categories and more:

Zoho CRM Navigation Bar
An example of a Zoho CRM list of Modules

The first time you log in, you’ll be directed to a page that talks you through setup step by step. You can know even customize the interface to your own liking with the new canvas view feature.

Zoho Canvas Builder another great reason why to switch to Zoho CRM
Zoho Canvas Builder

Navigation and access to information

Zoho works for multiple users, departments, locations and devices. Sales team members can leverage a gold mine of data from a drop-down menu or by using a search function with advanced filters.

They will share access to emails, call notes, follow-up actions, and other details of the personalized customer journey that you’ve created. A timeline view will show your salespeople at a glance what has taken place so far. They can then focus on priorities and schedule the next action items.

Zoho keeps everyone on the same page and boosts collaboration. Sales records, calendars and documents are simple to view, update, add or edit. Team members can stay in constant communication by message.

Track team or individual progress as it’s happening whenever you like.

2. Flexibility

Businesses are as unique as their owners. That’s why Zoho reviewers give it high marks for features and flexibility even at the basic level.


Depending on which tier you choose, you may be able to tailor Zoho CRM to your specific industry, goals, employees and customers. The CRM administrator can design the dashboard, change the page order, or create custom fields to suit your business needs.

Zoho CRM Fields Customization

You can permit access to certain information through portals for individual employees or specific roles. Also, you can customize the presentation of data according to the metrics and details that are most important to certain users. You can even create portals for vendors, customers or investors.

Zoho’s customizable features make it popular across a range of industries such as real estate, hospitality, insurance, construction, retail and finance.

Multichannel capabilities

What are potential or existing customers saying about your brand at any given time?

If staying connected with them feels overwhelming, you’re in the right place. Zoho gives you access across all these channels:

  • Phone
  • Email
  • Social media
  • Web forms
  • Live chat

Take advantage of real-time alerts when people give feedback on your brand. You can respond quickly and appropriately to thank them, resolve issues or correct misinformation.

Meanwhile, Zoho is gathering valuable data across all channels. Your sales team can use it to make informed decisions about the best channels for reaching your customers.


Zoho Marketplace

The software seamlessly integrates with your phone, email, website and social media accounts. The Zoho Marketplace option has a vast selection of third-party applications, most of them free, to make the product even more functional and versatile. Also, if you can’t find it on the Marketplace don’t worry there is always Creator or Zapier as well! Tap the Zoho software portfolio to track visits to your website, access email marketing tools, conduct online customer surveys and more.

3. Automation

Clockify, maker of free time management tools, recently published the results of several studies on workplace productivity.

Apparently, employees spend a shocking 60 percent of their day doing work-related work instead of the work that really matters. Examples include searching for files and documents, performing repetitive tasks and waiting around for feedback or approval. Duplicated efforts are also common.

Better lead management

When you switch to Zoho CRM you can change all that. The automated system streamlines the workflow, which frees up the sales team to nurture qualified leads. In fact, lead management is the glue that holds everything together in this app.

Better customer care

Zoho does a great job of managing client relationships at all touchpoints along the purchasing journey. You can create instant actions, like personalized emails, that are triggered by certain customer behaviors. You can set reminders for upcoming events and much, much more.

With Zoho, it’s easy to monitor customer care and outreach all the way from first contact to closing.

4. Reporting and Analysis

Data doesn’t lie. Zoho provides a wealth of information to help you improve conversion rates.

A snapshot of your business

Default Zoho Reports Module

Real-time charts, reports and comparisons will reveal how close you are to achieving your short- and long-term business goals. You can see how much revenue or how many conversions a certain effort generated. Also, spot trends and repeatable sales cycles. The data will underscore marketing strategies that aren’t working and reveal opportunities for improvement.

Stay abreast of key performance indicators, targets and marketing campaigns. Data-informed decisions are always right.

User friendliness

Zoho’s charts, reports and visualizations are both easy on the eyes and easy to interpret. Your employees can create folders for their favorites. Zoho keeps a folder with recently deleted records in case something important is accidentally jettisoned.

If you ever want to move data from one location to another or change up the format, Zoho will guide you through a few simple steps. Migration is largely automated.

Additional features include sales forecasting tools, customizable dashboards, and a document library that stores up to 100,000 records.

5. Security

According to a recent report in The National Law Review, global cybercrime damages are projected to reach $6 trillion sometime in 2021. Attacks on major corporations most often make headlines, but small to midsize businesses are just as vulnerable.

The review went on to say that a ransomware attack paralyzes a company for 19 days on average. Who can afford that? The shift to remote working and conducting business using mobile devices has security experts doubly worried. Mobile malware and phishing attacks are on the rise.

Here’s how Zoho helps business owners sleep better at night:

  • Military-grade encryption of sensitive data.
  • Vault storage for private information.
  • Your choice of the host data center.
  • User activity tracking.
  • Restricted access from unauthorized IP addresses.
  • Two-factor authentication.
  • Regular data backups.

Hackers get savvier all the time, but there are measures you can take to keep your business, customers, vendors and employees safe. Put cybersecurity first with Zoho.

A Lot to Like

Our team of experts at Zenatta is proud to partner with Zoho. It is known for innovation, commitment to quality, and continual improvement of its popular products. There’s already a lot to like about this organizational sales tool, and you can expect it to get even better over time.

This affordable SMB CRM solution will simplify your workday, help you make better use of data, and boost your bottom line all at the same time. If you’re still undecided, explore our application resources. You’ll be convinced to make the switch to Zoho CRM and click here to start your free trial today.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.