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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

Cons

Resources

Getting Started
“How To” Basics
“How To” Advanced
Email
Mail Merge
Workflows, Blueprints, & Automations
Users, Roles, Permissions, & Security Settings
Extensions & Integrations
*NEW* CRM Team Training Program
Pricing & Packages
Articles & Guides

Zoho CRM Resources

Getting Started

"How To" Basics

"How To" Advanced

Email

Mail Merge

Workflows, Blueprints, & Automations

Users, Roles, Permissions, & Security Settings

Extensions & Integrations

Articles & Guides

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

Zoho CRM Full Product Overview – 2023

Reading Time: 8 minutes What is a CRM? The Core Modules Modules are the building blocks of Zoho CRM. They enable you to manage and maintain your data in

Accelerated Program Benefits

Reading Time: 4 minutes What is an Accelerated Program? Get on the fast track to success by opting for an accelerated program. Whether it be education for school or

4 Automated Emails You Should Consider

Reading Time: 4 minutes Automated emails may have a bad reputation, but don’t let that stop you from getting content to your current and future customers. While scheduling emails

12 Days of Marketing

Reading Time: 5 minutes On the first day of Christmas, Zenatta gives you, 12 tips to enhance your marketing strategy. With the new year right around the corner, you

What Is CRM?

Reading Time: 4 minutes CRM is… CRM stands for Customer Relationship Management, most commonly used to refer to software that helps and enables sales operations. Keeping business practices and

zportals is the only portal you'll ever need

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

Reading Time: 3 minutes Most businesses in today’s world will find there are A LOT of moving parts to being successful. Having an organized business flow with a business

Canvas For Zoho CRM The Ultimate UX Tool

Reading Time: 3 minutes When it comes to Zoho, they are continuously improving their products with one main thought in mind, customer experience. This mindset isn’t just around you

Our Favorite 3rd Party Appointment Systems for Zoho

Reading Time: 5 minutes Zoho is becoming increasingly popular among small businesses because of the exceptional value it delivers. For only a few dollars a month, Zoho CRM does

9 Advantages of Using a Zoho Consultant

Reading Time: 6 minutes Zoho offers some of the best cloud software to manage and improve almost any part of a business. Zoho CRM, one of the leading SMB

Enterprise CX (Customer Experience) & Zoho Featuring LSP

Reading Time: 6 minutes Yesterday, we had Senior Zoho Evangelist LSP join us for a special webinar discussing the Enterprise CX (Customer Experience) and how Zoho fits into this

Don’t Get Intoxicated From Bad Leads

Reading Time: 5 minutes When it comes to marketing metrics, most business owners find themselves in one of two camps: They either know their bounce rates, conversions, and marketing

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

Reading Time: 5 minutes The benefits of using a CRM for businesses of all sizes cannot be understated. By 2025, the global CRM market is projected to be worth

9 Reasons Why You Need A Business Application Suite

Reading Time: 6 minutes The business world is continually changing, and companies need to keep up with technological advancements to remain competitive. The logistics behind any business, big and

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

Reading Time: 5 minutes When running any kind of business, among the most important component in long-term success is the implementation of a strong marketing campaign. The core

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

Reading Time: 3 minutes CRMs aren’t just for sales and marketing. A good CRM should track everything you know about your customers. From their address and billing information to

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

Reading Time: 2 minutes User intent is all about understanding a user’s goals based on their actions. You can easily see a user’s actions on your website: it’s not

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

Reading Time: 2 minutes Your CRM is more powerful than you realize. You know you can track prospects, log customer touches, send mass emails, track communication, and empower collaboration

The Hidden Value of Automated Follow-up Emails

Reading Time: 3 minutes Following up on emails is tedious. The email pros at Yesware have discovered that over 70% of their users’ sales conversations stop after a single

Integrating Your CRM With Multichannel Communications

Reading Time: 2 minutes Today’s media landscape is immense and variable. The great explosion of the internet age has been in content and communication channels. Business doesn’t just communicate

Integrate Zoho CRM + Google Analytics For Precision Marketing Campaigns

Reading Time: 2 minutes By default, Google Analytics can’t and won’t track offline revenue, and Zoho CRM can’t see Google Analytics’ detailed data. With a service to connect the

5 Reasons You Need To Switch To A New CRM

Reading Time: 3 minutes An effective CRM is the backbone of a productive sales team. Without data, they can rely on and tools they can trust, they’ll be hamstrung

5 KPIs Your CRM Should Be Tracking

Reading Time: 3 minutes Key performance indicators (KPIs) are a critical part of managing a team. In sales and marketing, KPIs determine bonuses and guide performance reviews. These KPIs

5 CRM Mistakes That Make Your Life Harder

Reading Time: 3 minutes Your CRM should improve your life, not make things more difficult. Here are five mistakes that most users make, and reliable ways to avoid falling

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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Check out our Forum.

Pricing & Packages

STANDARD$14 / User / MonthBilled Annually

Scoring Rules
Workflows
Multiple Pipelines
Email Insights
Advanced Filters
And More!

PROFESSIONAL$23 / User/ MonthBilled Annually

All in STANDARD +
SalesSignals
Macros
Assignment Rules
And More!

ENTERPRISE$40 / User / MonthBilled Annually

All in PROFESSIONAL +
Zia AI
Canvas Builder
Customizations
Multiple Scoring Rules
And More!

ULTIMATE$52 / User / MonthBilled Annually

All in ENTERPRISE +
Advanced BI – bundled with Zoho Analytics
Enhanced Feature Limits
30 Day Trial

What is Zoho CRM?

Why we rate it a Yes

Pros

Cons

Resources

Zoho CRM Resources

Getting Started

"How To" Basics

"How To" Advanced

Email​

Mail Merge

Workflows, Blueprints, & Automations

Users, Roles, Permissions, & Security Settings

Extensions & Integrations

Articles & Guides

PDF Guides

Search

Still looking for Answers?

Check out our Forum.

Pricing & Packages

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Billy Bates

Senior Web Developer

Lucas Sant'Anna

Senior Developer

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