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 "Definitely"
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 Need An Overhaul
Pricing
Standard Plan
$14 / User / Month
Billed Annually
- Scoring Rules
- Workflows
- Multiple Pipelines
- Email Insights
- Advanced Filters
Professional Plan
$23 / User / Month Billed Annually
- SalesSignals
- Macros
- Assignment Rules
Enterprise Plan
$40 / User / Month
Billed Annually
- Zia AI
- Canvas Builder
- Customizations
- Multiple Scoring Rules
Ultimate Plan
$52 / User / Month
Billed Annually
- Advanced BI – bundled with Zoho Analytics
- Enhanced Feature Limits
- 30 Day Trial
Zoho CRM Resources
Articles
- 3rd Party Tools (19)
- Analytics (6)
- Apps (1)
- Arattai (1)
- Assist (3)
- AZAAZ (35)
- Bigin (14)
- Blog (278)
- Bookings (1)
- Books (24)
- Case Study (40)
- Cliq (5)
- Commerce (1)
- Connect (1)
- Creator (13)
- CRM Plus (4)
- CRM Zen Show (336)
- DataPrep (5)
- Dataprep – Articles (4)
- Deluge (3)
- Deluge – Guides (2)
- Deluge – Videos (4)
- Desk (23)
- dev-team (1)
- Flow (3)
- forms (1)
- Forms (12)
- FSM (1)
- G Suite (3)
- Implementation of the Week (5)
- Integration (1)
- Inventory (4)
- Lens (1)
- Mail (9)
- Marketing Tips (8)
- MarketingHub (2)
- Maybe (26)
- Meeting (12)
- News (729)
- No (8)
- Notebook (3)
- Orchestly (1)
- PageSense (2)
- People (1)
- Projects (19)
- PSA (13)
- Recruit (3)
- Remotely (1)
- Reviews (2)
- RouteIQ (1)
- Sales IQ (8)
- Sales Tips (9)
- Shifts (1)
- Sign (4)
- Sites (1)
- Social (4)
- Sprints (1)
- Subscriptions (2)
- Survey (6)
- Tasks (1)
- Trainer Central (1)
- Uncategorized (16)
- Vault (2)
- Voice (1)
- Web Services (8)
- Webinar (1)
- WordPress (2)
- Workerly (1)
- WorkPlace (3)
- Writer (2)
- Yes (26)
- Zapier (2)
- Zenatta (2)
- Zenatta Insights (1)
- Zenmy Awards (1)
- ZIA (3)
- Zoho (10)
- Zoho Academy (1)
- Zoho Analytics (9)
- Zoho Analytics – Articles (7)
- Zoho Analytics – Guides (2)
- Zoho Analytics – Videos (11)
- Zoho Assist (4)
- Zoho Assist – Articles (3)
- Zoho Assist – Guides (2)
- Zoho Backstage (13)
- Zoho Backstage – Articles (4)
- Zoho Bigin – Articles (2)
- Zoho Bigin – Videos (2)
- Zoho Bookings (2)
- Zoho Bookings – Articles (2)
- Zoho Bookings – Videos (1)
- Zoho Books – Articles (13)
- Zoho Books – Guides (1)
- Zoho Books – Videos (24)
- Zoho Calendar (3)
- Zoho Calendar – Articles (1)
- Zoho Campaigns (26)
- Zoho Campaigns – Articles (20)
- Zoho Campaigns – Guides (19)
- Zoho Campaigns – Videos (32)
- Zoho Checkout – Articles (1)
- Zoho Cliq (10)
- Zoho Cliq – Articles (7)
- Zoho Cliq – Videos (7)
- Zoho Commerce – Articles (1)
- Zoho Commerce – Videos (1)
- Zoho Connect – Guides (1)
- Zoho Connect – Videos (2)
- Zoho Contracts Articles (1)
- Zoho Creator (7)
- Zoho Creator – Articles (5)
- Zoho Creator – Guides (13)
- Zoho Creator – Videos (18)
- Zoho CRM (98)
- Zoho CRM – Articles (54)
- Zoho CRM – Guides (35)
- Zoho CRM – Videos (96)
- Zoho Desk – Articles (12)
- Zoho Desk – Videos (13)
- Zoho Docs (1)
- Zoho Docs – Guides (1)
- Zoho Expense (2)
- Zoho Expense – Articles (3)
- Zoho Finance (10)
- Zoho Flow (3)
- Zoho Flow – Articles (3)
- Zoho Flow – Guides (1)
- Zoho Flow – Videos (8)
- Zoho Forms – Articles (5)
- Zoho Forms – Videos (10)
- Zoho FSM – Articles (1)
- Zoho Inventory (8)
- Zoho Inventory – Articles (9)
- Zoho Inventory – Guides (2)
- Zoho Inventory – Videos (14)
- Zoho Invoice (3)
- Zoho Invoice – Articles (3)
- Zoho Invoice – Guides (1)
- Zoho Learn (7)
- Zoho Learn Arcticles (2)
- Zoho Learn Videos (7)
- Zoho Lens – Articles (1)
- Zoho Mail – Articles (6)
- Zoho Mail – Guides (1)
- Zoho Mail – Videos (8)
- Zoho Marketing Plus (2)
- Zoho MarketingHub (1)
- Zoho MarketingHub – Articles (4)
- Zoho MarketingHub – Guides (10)
- Zoho MarketingHub – Videos (2)
- Zoho MarketPlace (13)
- Zoho Meeting – Articles (4)
- Zoho Mobile (13)
- Zoho Motivator (1)
- Zoho Notebook (3)
- Zoho Notebook – Articles (3)
- Zoho Office (3)
- Zoho One (12)
- Zoho Orchestly – Articles (1)
- Zoho PageSense (2)
- Zoho PageSense – Articles (2)
- Zoho PageSense – Guides (1)
- Zoho PageSense – Videos (7)
- Zoho Payroll (2)
- Zoho Payroll – Guides (2)
- Zoho People (10)
- Zoho People – Articles (5)
- Zoho People – Guides (6)
- Zoho People – Videos (2)
- Zoho Product Update (1)
- Zoho Projects – Articles (6)
- Zoho Projects – Videos (13)
- Zoho Recruit (17)
- Zoho Recruit – Articles (7)
- Zoho Recruit – Guides (4)
- Zoho Recruit – Videos (6)
- Zoho SalesInbox – Articles (1)
- Zoho SalesIQ (19)
- Zoho SalesIQ – Articles (11)
- Zoho SalesIQ – Guides (3)
- Zoho SalesIQ – Videos (5)
- Zoho Sheet (8)
- Zoho Sheet – Articles (2)
- Zoho Sheet – Videos (1)
- Zoho Shifts Articles (1)
- Zoho Show (4)
- Zoho Sign – Articles (7)
- Zoho Sign – Guides (1)
- Zoho Sign – Videos (13)
- Zoho Sites – Articles (2)
- Zoho Sites – Videos (1)
- Zoho Social (4)
- Zoho Social – Articles (8)
- Zoho Social – Guides (1)
- Zoho Social – Videos (1)
- Zoho Sprints (4)
- Zoho Sprints – Articles (5)
- Zoho Subscriptions (3)
- Zoho Subscriptions – Articles (4)
- Zoho Subscriptions – Videos (7)
- Zoho Survey – Articles (4)
- Zoho Survey – Guides (1)
- Zoho Survey – Videos (5)
- Zoho Tables – Articles (1)
- Zoho TransMail (4)
- Zoho Vault (8)
- Zoho Vault – Articles (4)
- Zoho Vault – Guides (3)
- Zoho Voice (3)
- Zoho Voice – Articles (3)
- Zoho Voice – Videos (1)
- Zoho WorkDrive (16)
- Zoho WorkDrive – Articles (2)
- Zoho WorkDrive – Videos (12)
- Zoho Workerly (6)
- Zoho Workerly – Articles (2)
- Zoho Workerly – Guides (1)
- Zoho Writer (9)
- Zoho Writer – Articles (1)
- Zoho Writer – Guides (1)
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, contacts, and deals after a
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 streamlined workflows. This guide explores
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 leads, contacts, and deals. With
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 or break your results. Zoho
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. We rely on a plethora
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 you’re tweaking fields, automations, or
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 to send out of Zoho
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 you need to know? This
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 to become even more powerful
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 and automate various processes without
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 need marketing tools, customer service
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 the effectiveness of online marketing
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 at Zenatta has developed a
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 us can agree that robust
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 review can enhance efficiency, data
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 CRM and Campaigns to make
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 such innovation. In recent months,
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 and maintain your data in
Accelerated Program Benefits
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
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
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?
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
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
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
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
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
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 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
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
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
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
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
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 a service to connect the
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
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
Zoho CRM and Ringcentral
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