Used by 69% ProfessionalsZoho CRM Overview
/5
- Linux
- Windows
- Large Enterprises
- Small Businesses
Zoho CRM is a leading customer relationship management (CRM) system that assists businesses in engaging with customers through the appropriate channels, with the appropriate message, at the appropriate time. It aids in the automation of workflows, campaigns, customer journeys, processes, and much more for increased business profitability.
About Zoho CRM
Zoho CRM Features
- Workflow Automation : Easily create and manage tasks and processes within your business.
- Calendar Management : Allows you to keep track of all your appointments in one place.
- Deal Management : Track the progress of your deals and manage the contracts between parties.
- Contact Management : Easily keep track of your contacts' information such as name, email, and phone number.
- Account Management : Allows you to manage multiple accounts for different purposes.
- Lead Management : Manage your leads better by categorizing them, tracking their activities, and automating your follow-ups.
Zoho CRM Ratings and Reviews
- Amy GrayCustomer Engagement Specialist
Zoho CRM is used here at the head office by every employee and all of our franchisees across Canada use it as well. All of our data from sellers/buyers are store in Zoho. It is used for multiple reasons such as booking appointments for a franchisee, sending out important emails to our sellers and tracking sales.
Zoho is very user-friendly and straightforward. The layout is very neat when inputting a clients information. Stats are also very well kept and up to date. - Verified UserEmployee
Build out account and contact information, classify accounts by customer/prospect/partner, add competitor product information to prospect accounts, log email/phone interactions with contacts.
Automatic email correspondence records. Report-building functionality. Modified field save speed.
