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
- Verified UserAnalyst
Zoho CRM is being used by our sales office in the USA as well as foreign offices. It gives us a central location to enter all products once they have been released by engineering. And then [the products] can be added to the price books for the foreign offices at the rate they would like to sell the products so that the conversion rate to their currency does not need to be calculated for every order. It also allows us to better track and organize our orders and total sales globally. When the prices increase, we can utilize excel to update the prices and bulk import all the new prices as well as the price books instead of touching every record multiple times to accommodate all the offices and currencies.
Import bulk records. Custom workflows can be set up to email persons within the company when a task needs to be done once a trigger action has occurred. Customize modules and layouts to suit your specific business needs. - Christopher M.Online Media
What I disliked most about the ZOHO CRM software was that it seemed to keep logging us out due to inactivity over a short period of time. This was increasingly frustrating as we weren't able to simply leave it open all day and lost time logging back in.
