Zoho CRM Software Review

Platforms

• Software as a Service
• Mobile App
• On-premise

Versions and Pricing

Features

• Customer Information Management
• Marketing and Lead Generation
• Sales Management
• Reporting and Analytics
• Employee Performance and Tracking

Zoho CRM supports close collaboration between sales and post-sales efforts giving businesses a more accurate method of evaluating sales performance. It lest businesses take full advantage of automated processes to streamline customer case handling and improve overall customer satisfaction.

Zoho provides a Mobile CRM feature that is compatible with smartphones and mobile devices. It gives clients the option of accessing most of their standard Zoho CRM features. Mobile CRM features are limited to contacts, accounts and some sales force automation functions.

Customer Management

• Contacts, account creation
• Tasks, calendars, call logs and old
• Case management

Marketing and lead generation

• Lead management
• Opportunity management
• Website visitor tracking
• Email marketing
• Campaign management
• Purchase orders
• Sales management

Reporting and Analytics

• Standard, custom reports
• Scheduled reporting
• Custom dashboards

Employee Performance and Tracking

• Groups for team collaboration
• Status updates
• Private messages

Integration and Customization

• Social media integration (Facebook, Twitter)
• Microsoft Outlook
• Microsoft Office
• Google Apps

Support Services

• Knowledgebase
• Blogs., forums
• Webinars, videos

Bottom Dollar

Zoho offers a complete set of customer relationship management tools. It also offers support for other Zoho productivity apps for added functionality. However, for those searching for more robust CRM functionalities, integrating other applications can be tricky.