What is Zoho CRM?
Build excellent customer relationships and streamline your business processes with this best-in-class Customer Relationship Management System.
Why we rate it a Yes
The backbone of the Zoho Suite, CRM is a rock solid CRM experience for any size business.
Pros
- Full Featured
- Highly Customizable
- Best In Class CRM
- Extensive Integrations
Cons
- Kanban Views In Tasks, And In General, Need An Overhaul
Zoho CRM Resources
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"How To" Advanced
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4 Automated Emails You Should Consider
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12 Days of Marketing
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What Is CRM?
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Zoho CRM Full Product Overview – 2022
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The Only Portal You’ll Ever Need For Zoho, Z Portal
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Canvas For Zoho CRM The Ultimate UX Tool
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Our Favorite 3rd Party Appointment Systems for Zoho
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9 Advantages of Using a Zoho Consultant
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Enterprise CX (Customer Experience) & Zoho Featuring LSP
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Don’t Get Intoxicated From Bad Leads
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An Unhealthy Matrimony, Spreadsheets…
Reading Time: 6 minutes It’s common to use Excel spreadsheets to manage information when you start a new business. Spreadsheets may work while the company is small and there
5 Automations You Need in Your CRM
Reading Time: 5 minutes As your business grows, you will need a good customer relationship management (CRM) solution. This technology helps you manage all of your contacts, relationships, and
5 Reasons You Need to Switch to Zoho CRM
Reading Time: 6 minutes 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
Why You’ll Fall in Love With a CRM Health Check
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9 Reasons Why You Need A Business Application Suite
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Understanding the Sales Cycle for Your CRM
Reading Time: 6 minutes Customer relationship management systems are digital platforms that help to organize and optimize sales activities in ways that lead to higher close rates, more revenue,
5 Tips To Building a Perfect Opportunity Pipeline
Reading Time: 5 minutes At Zenatta Consulting, we are well versed in the perils and pitfalls that await companies trying to grow to new heights. We provide sought-after expertise
Zoho One – 10 Reasons to Upgrade
Reading Time: 6 minutes While many Zoho users work with a few Zoho applications, more are seeing the benefits of embracing the full Zoho package with Zoho One. This
Generate Quality Leads for Zoho CRM with Google Ads
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Webhooks: Develop Complex Automated Workflows Quickly with Third-Party APIs
Reading Time: 4 minutes Zoho Webhooks are a tool you can use for sending data between third-party and first-party applications without the use of tools like Zapier. Webhooks are
Zoho CRM Integrations Using Zapier to Make Working From Home Easier
Reading Time: 4 minutes Working from home has its perks – and its perils. We’ve chosen our favorite Zoho CRM Zapier integrations for working from home, covering the majority of
Calculating Sales Commissions with Custom Functions in Zoho CRM
Reading Time: 3 minutes In all but the most badly-run sales departments, the commission is based on how much stuff a salesperson sells. However, it’s not always that straightforward:
Building Custom Zoho CRM Links That Quickly Check Your Prospect’s Web Footprint
Reading Time: 3 minutes You can create custom Zoho CRM links that incorporate data from CRM records. For example, you might create a link that automatically searches Facebook for
Tracking Web Conversions on Zoho CRM
Reading Time: 3 minutes It might not be obvious at first, but good customer service is largely about information, such as tracking web conversions. When your customer service team
The Role of Your CRM in Customer Service and Support
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Assigning Leads to Salespeople Fairly With Zoho CRM Automation
Reading Time: 3 minutes Assigning leads can be a tricky political business. How do you distribute leads fairly so that everyone has the same opportunity to thrive and make
Using Deals and Quotes to Close Sales and Impress Clients
Reading Time: 4 minutes A formal quote is professional and attractive to clients. When they receive a well-organized and cleanly presented estimate, that tells them your organization is trustworthy
CRM Basics: Your First Steps With a New CRM
Reading Time: 3 minutes You might see a CRM as a super-powered contact list, but it’s more than just that. It’s also a notes app, a calendar, a funnel
Capturing User Intent with Zoho CRM
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5 Things You Didn’t Know You Could Do With Your CRM
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The Hidden Value of Automated Follow-up Emails
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Integrating Your CRM With Multichannel Communications
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Integrate Zoho CRM + Google Analytics For Precision Marketing Campaigns
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5 Reasons You Need To Switch To A New CRM
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5 KPIs Your CRM Should Be Tracking
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5 CRM Mistakes That Make Your Life Harder
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Zoho CRM and Ringcentral
Reading Time: 3 minutes One of the ways that we make it easy for your employees to use Zoho CRM is by enabling integration with RingCentral. This will enable
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- Assist (3)
- Bigin (13)
- Blog (191)
- Books (19)
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- Connect (1)
- Creator (6)
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- CRM Zen Show (236)
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Pricing & Packages
- Scoring Rules
- Workflows
- Multiple Pipelines
- Mass Email
- SalesSignals
- Blueprint
- Web-to-Case Forms
- Validation Rules
- Zia AI
- Canvas Builder
- CommandCenter
- Multi-user Portals
- Advanced BI – bundled with Zoho Analytics
- Enhanced Feature Limits
- 30 Day Trial
