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4.7/5

Design & Usability

4.5/5

Customization

5/5

Integrations

5/5

Features & Capabilities

5/5

Mobile Accessibility

4/5

What is Zoho CRM?

Zoho CRM is the flagship application within the Zoho ecosystem, designed to help businesses of all sizes manage customer relationships, sales processes, and marketing activities. Unlike traditional CRMs that often feel rigid or overly complex, Zoho CRM is remarkably flexible and user-friendly once properly set up.

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Why we rate it "Definitely"

Zoho CRM earns a "Definitely" rating because it is truly the backbone of the Zoho Suite and, frankly, one of the best CRM options available at any price point. Its range of capabilities—from robust lead management to full omnichannel support—empowers businesses to manage the entire customer lifecycle under one roof. Native integrations with other Zoho apps (and a huge marketplace of third-party extensions) enhance its flexibility, making it adaptable to almost any business model.

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Pros

Cons

Standard

$14 / User / Month
Billed Annually
  • Scoring Rules
  • Workflows
  • Multiple Pipelines
  • Email Insights
  • Advanced Filters

Professional

$23 / User / Month
Billed Annually
  • SalesSignals
  • Macros
  • Assignment Rules

Enterprise

$40 / User / Month
Billed Annually
  • Zia AI
  • Canvas Builder
  • Customizations
  • Multiple Scoring Rules

Ultimate

$52 / User / Month
Billed Annually
  • Advanced BI – bundled with Zoho Analytics
  • Enhanced Feature Limits
  • 30 Day Trial

Zoho CRM Resources

Getting Started

The Future of Zoho CRM - Zoho CRM for Everyone! - Blog -  - CrmForEveryoneThumbnail - Zoho CRM for Everyone

The Future of Zoho CRM – Zoho CRM for Everyone! →

Zoho CRM youtube video thumbnail

Zoho CRM Full Product Overview – 2023 →

New CRM The First 3 Things We Do In Any New Zoho CRM youtube video thumbnail

The First 3 Things To Do In Any New Zoho CRM →

Zoho Bundles youtube video thumbnail

Which Zoho Bundle Is Right For You? →

Activity Scoring Dashboard in Zoho Analytics Using Zoho CRM youtube video thumbnail

CRM Activity Scoring Dashboard in Zoho Analytics →

Articles

25 Zia Agent Ideas to Revolutionize Your Zoho Experience - Blog -  - Zia Agent Ideas - Zia Agents

25 Zia Agent Ideas to Revolutionize Your Zoho Experience

Zoho’s upcoming Zia Agents are set to revolutionize automation within the Zoho ecosystem. These AI-powered tools promise intelligent decision-making and...

Lead Conversion Mapping in Zoho CRM - Zoho CRM - Articles -  - Zoho CRM Lead Conversion Mapping - Zoho CRM lead conversion mapping

Lead Conversion Mapping in Zoho CRM

Lead Conversion Mapping is a setup that determines where each field from the lead record will be mapped in accounts,...

Lookup Fields Tutorial for Zoho CRM - Zoho CRM - Articles -  - Zoho CRM Lookup Fields (1) - Zoho CRM Lookup Fields

Lookup Fields Tutorial for Zoho CRM

Zoho CRM lookup fields are a powerful feature, enabling you to link records across modules and create more integrated and...

How to Create and Use Custom Modules in Zoho CRM - Blog -  - CustomModules - Custom Modules in Zoho CRM

How to Create and Use Custom Modules in Zoho CRM

Zoho CRM’s custom modules are a powerful feature for organizations looking to track unique data beyond the default modules like...

Zoho CRM Best Practices for Lead Management - Blog -  - Lead Managment

Zoho CRM Best Practices for Lead Management

Let’s talk about leads for a second. If you’re in sales, you already know that managing your leads can make...

Zoho Integrations - Everything you need to know! - Blog -  - Zoho Integrations

Zoho Integrations – Everything you need to know!

Apps, apps, and more apps. This is true for anyone using Zoho One, but for many, it’s not just Zoho....

Simplify CRM Testing with Zoho CRM Sandbox - Blog -  - Sandbox Thumbnail - Zoho CRM Sandbox

Simplify CRM Testing with Zoho CRM Sandbox

Zoho CRM Sandbox offers a safe environment to test and refine your CRM configurations without disrupting your live data. Whether...

How To Configure DMARC for Zoho CRM - Blog -  - DMARC for Zoho CRM - DMARC for Zoho CRM

How To Configure DMARC for Zoho CRM

You may have noticed this past week that if you didn’t have DMARC configured, your latest bulk email you tried...

Asking The Right Questions For A Successful Zoho and Third-Party Applications Integration via API - 3rd Party Tools -  - Zoho-And-Third-Party-Integrations - Zoho and third-party applications

Asking The Right Questions For A Successful Zoho and Third-Party Applications Integration via API

Imagine your boss approaches you needing an integration between Zoho and a third-party applications. Where do you start? What do...

The Future of Zoho CRM - Zoho CRM for Everyone! - Blog -  - CrmForEveryoneThumbnail - Zoho CRM for Everyone

The Future of Zoho CRM – Zoho CRM for Everyone!

Big Things Are Happening at Zoho! Already recognized as a best-in-class, award-winning Customer Relationship Management solution, Zoho CRM is set...

Get Started With Zoho CRM's All-New Kiosk Studio - Blog -  - Kiosk Studio - Kiosk Studio

Get Started With Zoho CRM’s All-New Kiosk Studio

At the beginning of this year, Zoho launched Kiosk Studio in Zoho CRM. This evolved blueprint is designed to simplify...

Top 10 Marketplace Plug-ins for Zoho CRM - Blog -  - Marketplace Top 10 - Zoho Marketplace for Zoho CRM

Top 10 Marketplace Plug-ins for Zoho CRM

The Zoho CRM Marketplace is a hub for various tools and integrations designed to enhance your Zoho experience. Whether you...

What are UTM parameters, and how to use them with Zoho - Blog -  - UTM Parameters - UTM Parameters

What are UTM parameters, and how to use them with Zoho

So what is a UTM parameter? UTM parameters, also known as Urchin Tracking Module parameters, are a way to track...

Introducing Zenatta Health Check for Zoho CRM - Blog -  - Introducing Zenatta Health Check for Zoho CRM

Introducing Zenatta Health Check for Zoho CRM

Maintaining high-quality data within your CRM system is not just an option—it’s a necessity. Recognizing this essential need, our team...

4 Key Takeaways From Google & Yahoo's Updated Email Authentication Requirements - Blog -  - gmailandyahoonewpolicy

4 Key Takeaways From Google & Yahoo’s Updated Email Authentication Requirements

By now, most of us have heard about the upcoming changes by Gmail and Yahoo. And I think most of...

End-of-Year System Review for Zoho CRM - Blog -  - End-of-Year System Review for Zoho CRM

End-of-Year System Review for Zoho CRM

As the year draws to a close, ensuring your Zoho CRM is optimized for peak performance is crucial. A systematic...

Getting Started with SMS Marketing For Zoho - Blog -  - Getting Started with SMS Marketing For Zoho

Getting Started with SMS Marketing For Zoho

SMS marketing can help businesses connect with customers effectively. In this blog, we’ll explore how to use Zoho’s applications like...

The Future of Work: Exploring Zoho's New ChatGPT Integrations - Analytics -  - chatgptintegrations

The Future of Work: Exploring Zoho’s New ChatGPT Integrations

Every once in a while, technology gifts us with innovations that radically change how we work. Undoubtedly, ChatGPT is one...

Zoho CRM Full Product overview for Zenatta Consulting's blog post

Zoho CRM Full Product Overview – 2023

What is a CRM? The Core Modules Modules are the building blocks of Zoho CRM. They enable you to manage...

accelerated program thumbnail

Accelerated Program Benefits

What is an Accelerated Program? Get on the fast track to success by opting for an accelerated program. Whether it...

4 Automated Emails You Should Consider - Blog - Zoho - 4 Automated Emails You Should Consider - Automated Emails

4 Automated Emails You Should Consider

Automated emails may have a bad reputation, but don’t let that stop you from getting content to your current and...

12 Days of Marketing title page with graphics

12 Days of Marketing

On the first day of Christmas, Zenatta gives you, 12 tips to enhance your marketing strategy. With the new year...

What Is CRM? - Blog -  - What Is CRM_ - What Is CRM

What Is CRM?

CRM is… CRM stands for Customer Relationship Management, most commonly used to refer to software that helps and enables sales...

zportals is the only portal you'll ever need

The Only Portal You’ll Ever Need For Zoho, Z Portal

Most businesses in today’s world will find there are A LOT of moving parts to being successful. Having an organized...

Canvas For Zoho CRM The Ultimate UX Tool - Blog -  - Canvas For Zoho CRM The Ultimate UX Tool - Canvas for Zoho CRM

Canvas For Zoho CRM The Ultimate UX Tool

When it comes to Zoho, they are continuously improving their products with one main thought in mind, customer experience. This...

Our Favorite 3rd Party Appointment Systems for Zoho - Blog -  - Our Favorite 3rd Party Appointment Systems for Zoho - appointment systems for Zoho

Our Favorite 3rd Party Appointment Systems for Zoho

Zoho is becoming increasingly popular among small businesses because of the exceptional value it delivers. For only a few dollars...

9 Advantages of Using a Zoho Consultant - Blog -  - 9 Advantages of Using a Zoho Consultant - Zoho Consultant

9 Advantages of Using a Zoho Consultant

Zoho offers some of the best cloud software to manage and improve almost any part of a business. Zoho CRM,...

Enterprise CX (Customer Experience) & Zoho Featuring LSP - Blog -  - Zoho Enterprise Webinar - CX

Enterprise CX (Customer Experience) & Zoho Featuring LSP

Yesterday, we had Senior Zoho Evangelist LSP join us for a special webinar discussing the Enterprise CX (Customer Experience) and...

Don't Get Intoxicated From Bad Leads - Blog -  - Don't Get Intoxicated From Bad Leads - Bad leads

Don’t Get Intoxicated From Bad Leads

When it comes to marketing metrics, most business owners find themselves in one of two camps: They either know their...

An Unhealthy Matrimony, Spreadsheets

An Unhealthy Matrimony, Spreadsheets…

It’s common to use Excel spreadsheets to manage information when you start a new business. Spreadsheets may work while the...

5 Automations You Need in Your CRM - Blog -  - 5 Automations You Need in Your CRM - CRM Automation

5 Automations You Need in Your CRM

As your business grows, you will need a good customer relationship management (CRM) solution. This technology helps you manage all...

5 Reasons You Need to Switch to Zoho CRM - Blog -  - 5 Reasons You Need to Switch to Zoho CRM - switch to Zoho CRM

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...

9 Reasons Why You Need A Business Application Suite - Blog -  - why_you_need_a_business_suite - business application suite

9 Reasons Why You Need A Business Application Suite

The business world is continually changing, and companies need to keep up with technological advancements to remain competitive. The logistics...

Understanding the Sales Cycle for Your CRM - Blog -  - Understanding the Sales Cycle for Your CRM - Sales Cycle

Understanding the Sales Cycle for Your CRM

Customer relationship management systems are digital platforms that help to organize and optimize sales activities in ways that lead to...

5 Tips To Building a Perfect Opportunity Pipeline - Blog -  - 5 Tips To Building a Perfect Opportunity Pipeline - Pipeline

5 Tips To Building a Perfect Opportunity Pipeline

At Zenatta Consulting, we are well versed in the perils and pitfalls that await companies trying to grow to new...

Zoho One

Zoho One – 10 Reasons to Upgrade

While many Zoho users work with a few Zoho applications, more are seeing the benefits of embracing the full Zoho...

Generate Quality Leads for Zoho CRM with Google Ads - Blog -  - generateleadsga - Google Ads

Generate Quality Leads for Zoho CRM with Google Ads

  When running any kind of business, among the most important component in long-term success is the implementation of a...

Webhooks: Develop Complex Automated Workflows Quickly with Third-Party APIs - Blog -  - Webhooks_ Develop Complex

Webhooks: Develop Complex Automated Workflows Quickly with Third-Party APIs

Zoho Webhooks are a tool you can use for sending data between third-party and first-party applications without the use of...

Zoho CRM Integrations Using Zapier to Make Working From Home Easier - Blog -  - Zap post

Zoho CRM Integrations Using Zapier to Make Working From Home Easier

Working from home has its perks – and its perils. We’ve chosen our favorite Zoho CRM Zapier integrations for working from...

Calculating Sales Commissions with Custom Functions in Zoho CRM - Blog -  - Calculating Sales Commissions with Custom Functions in Zoho CRM - Commissions Custom Functions

Calculating Sales Commissions with Custom Functions in Zoho CRM

In all but the most badly-run sales departments, the commission is based on how much stuff a salesperson sells. However,...

Building Custom Zoho CRM Links That Quickly Check Your Prospect’s Web Footprint - Blog -  - Building Custom Zoho CRM Links That Quickly Check Your Prospect’s Web Footprint - custom zoho crm links

Building Custom Zoho CRM Links That Quickly Check Your Prospect’s Web Footprint

You can create custom Zoho CRM links that incorporate data from CRM records. For example, you might create a link...

Tracking Web Conversions on Zoho CRM - Blog -  - tracking web conversions - Tracking Web Conversions

Tracking Web Conversions on Zoho CRM

It might not be obvious at first, but good customer service is largely about information, such as tracking web conversions....

The Role of Your CRM in Customer Service and Support - Blog -  - The Role of Your CRM in Customer Service and Support - CRM Customer Service

The Role of Your CRM in Customer Service and Support

CRMs aren’t just for sales and marketing. A good CRM should track everything you know about your customers. From their...

Assigning Leads to Salespeople Fairly With Zoho CRM Automation - Blog -  - Assigning Leads to Salespeople - Assigning Leads Fairly with Zoho CRM

Assigning Leads to Salespeople Fairly With Zoho CRM Automation

Assigning leads can be a tricky political business. How do you distribute leads fairly so that everyone has the same...

Using Deals and Quotes to Close Sales and Impress Clients - Blog -  - Deals & Quotes - Using Deals and Quotes

Using Deals and Quotes to Close Sales and Impress Clients

A formal quote is professional and attractive to clients. When they receive a well-organized and cleanly presented estimate, that tells...

CRM Basics: Your First Steps With a New CRM - Blog -  - learn crm basics - New CRM

CRM Basics: Your First Steps With a New CRM

You might see a CRM as a super-powered contact list, but it’s more than just that. It’s also a notes...

Capturing User Intent with Zoho CRM - Blog -  - capture user intent - User Intent

Capturing User Intent with Zoho CRM

User intent is all about understanding a user’s goals based on their actions. You can easily see a user’s actions...

5 Things You Didn’t Know You Could Do With Your CRM - Blog -  - 5 CRM Tips - CRM

5 Things You Didn’t Know You Could Do With Your CRM

Your CRM is more powerful than you realize. You know you can track prospects, log customer touches, send mass emails,...

The Hidden Value of Automated Follow-up Emails - Blog -  - Follow Up emails - Automated Follow-up Emails

The Hidden Value of Automated Follow-up Emails

Following up on emails is tedious. The email pros at Yesware have discovered that over 70% of their users’ sales...

Integrating Your CRM With Multichannel Communications - Zapier -  - Integrating Your CRM With Multichannel Communications - Multichannel Communications

Integrating Your CRM With Multichannel Communications

Today’s media landscape is immense and variable. The great explosion of the internet age has been in content and communication...

Integrate Zoho CRM + Google Analytics For Precision Marketing Campaigns - Blog -  - Integrate Zoho CRM + Google Analytics For Precision Marketing Campaigns (1)

Integrate Zoho CRM + Google Analytics For Precision Marketing Campaigns

By default, Google Analytics can’t and won’t track offline revenue, and Zoho CRM can’t see Google Analytics’ detailed data. With...

5 Reasons You Need To Switch To A New CRM - Blog -  - 5 Reasons You Need To Switch To A New CRM

5 Reasons You Need To Switch To A New CRM

An effective CRM is the backbone of a productive sales team. Without data, they can rely on and tools they...

5 KPIs Your CRM Should Be Tracking - Blog -  - kpi tracking

5 KPIs Your CRM Should Be Tracking

Key performance indicators (KPIs) are a critical part of managing a team. In sales and marketing, KPIs determine bonuses and...

5 CRM Mistakes That Make Your Life Harder

Your CRM should improve your life, not make things more difficult. Here are five mistakes that most users make, and...

Zoho CRM and Ringcentral - Blog -  - zoho crm and ringcentral - RingCentral and Zoho

Zoho CRM and Ringcentral

One of the ways that we make it easy for your employees to use Zoho CRM is by enabling integration...

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

Consultant

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.

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