What is Zoho CRM?

Zoho CRM empowers a global network of over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. Transform your business with the world’s favorite customer relationship management software.

Why we rated 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
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 – 2022

What is a CRM? A CRM is a Customer Relationship Management software tool. It serves as a central repository for all customer data. This data

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 business flow with a business

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 mindset isn’t just around you

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 a month, Zoho CRM does

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, one of the leading SMB

Creating Workflows in Zoho CRM

Workflows are automated processes for completing tasks based on events and inputs in your database. By “listening” for certain conditions, workflows can trigger themselves on

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 how Zoho fits into this

Creating Customized Email Templates in Zoho CRM

Email templates are reusable email designs that can be sent to many users at once. Each template has placeholders, which can be dynamically filled with

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 bounce rates, conversions, and marketing

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 company is small and there

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 of your contacts, relationships, and

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

Why You’ll Fall in Love With a CRM Health Check

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

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

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

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

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

Get Your Small Business Organized with Zoho

The biggest hurdle in transforming a small business into a large business is organization. Most small businesses stay small because they’re woefully unprepared to grow.

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 strong marketing campaign. The core

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 tools like Zapier. Webhooks are

Zoho CRM Integrations Using Zapier to Make Working From Home Easier

Working from home has its perks – and it’s 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

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

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

5 Advanced Tips for Zoho CRM Experts

Once you’ve got the basics of your CRM down, you’ll want to take it to the next level. Assuming you’re already using Zoho CRM’s basic

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. When your customer service team

The Role of Your CRM in Customer Service and Support

You don’t like mediocre service when you’re the customer. Don’t put up with it from your own company. A good CRM saves your reps from

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 opportunity to thrive and make

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 them your organization is trustworthy

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 app, a calendar, a funnel

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 on your website: it’s not

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, track communication, and empower collaboration

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 conversations stop after a single

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 channels. Business doesn’t just communicate

Connecting Zoho CRM with Facebook and Twitter For Social Media Marketing

Zoho CRM can integrate with your Facebook and Twitter accounts, allowing permitted users to control your social media, your communications, monitor your accounts for keywords,

3 Common CRM Problems That Hold You Back [+ How to Fix Them]

Just having a CRM is not enough. Your sales team needs a CRM that supports them with the right data in the right place. It

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 Analytic’s detailed data. With service to connect the two

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 can trust, they’ll be hamstrung

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 guide performance reviews. These KPIs

Using Formula Fields and Custom Functions to Supercharge Zoho CRM

Like Excel, Zoho CRM can run formulas inside a cell or form field. These mathematical operations can extract data from other fields, process the equation,

Qualifying Leads with Zoho CRM

Not everyone in your CRM is worth contacting. If your database is like most, it contains data from dozens of sources. Formatting may be inconsistent,

Why You Need A CRM

If you came of age in the business world before the popularity of the computer, CRMs might seem like some newfangled kids toy that real

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 reliable ways to avoid falling

5 CRM Tips for Solopreneurs

Running your own business is hard enough. With the modern gig economy, flex work, and side hustles, thousands of previous worker bees are finding freedom

Task Management with Zoho CRM

Zoho CRM includes useful features for managing work using the Activities module. This module is essentially a to-do list app merged with your CRM, keeping

3 Things to Look for in a New CRM

Your CRM is the backbone of your business: make sure you get a good one. Here are the three most important things to look for

Zoho CRM Overview

Zoho CRM is a powerful business database. Thanks to its reach and power, the application requires some training to get your head around. With this

Professional Tips for Transitioning to a New CRM

Of the many factors that contribute to a company’s success or failure, the quality of the company’s software tools is a major component. The more

Managing Tricky Client Relationships with Zoho CRM

Tricky client relationships require a deft hand to manage successfully. You need to be sharp and on the ball to keep from losing track of

Building Zoho Workflows with Zapier

Zapier is a software tool that integrates Software As A Service (SaaS) platforms with each other, allowing actions in one service to affect what happens

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Pricing & Packages

STANDARD$14 per User/MoBilled Annually

Scoring Rules
Workflows
Multiple Pipelines
Mass Email

PROFESSIONAL$23 per User/MoBilled Annually

SalesSignals
Blueprint
Web-to-Case Forms
Validation Rules

ENTERPRISE$40 per User/MoBilled Annually

Zia AI
Canvas Builder
CommandCenter
Multi-user Portals

ULTIMATE$52 per User/MoBilled Annually

Advanced BI – bundled with Zoho Analytics
Enhanced Feature Limits
30 Day Trial

Click Here For Full Package & Pricing Details.

What is Zoho CRM?

Why we rated 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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