You want your Customer Relationship Management (CRM) software capabilities to help you maintain strong customer relationships while keeping you organized.
However, the right CRM software varies from business to business depending on the type of business you run and the features you need your CRM to have. Finding the one that suits you is half the battle, and it’s a bit of a learning curve, but it’s worth diving into.
We made some of the process easier for you by focusing on a top CRM software called Zoho. Zoho is one of the most well-known software vendors for companies. Since its inception in 2005, it has grown to include Zoho Office Suite, Zoho Invoice, Zoho Expense and Zoho Social.
If you are considering CRM software for your business, Zoho is one to investigate. We have made the process easier for you and have our review of Zoho here.
Compare Zoho with the best CRM software
Zoho is our top choice for CRM software if you run a small to medium business. Since day one, Zoho has focused its attention on SMEs, which means they know how to take your small business and help it grow. Its ease of use is something that makes it one of the best available CRM software options.
This is especially true when you have a small to medium business that may not have the ability to hire someone whose only job is to run CRM software. Thanks to Zoho, you can still have smooth customer relationships even if you do not have a designated person to do the job. This software is user friendly and has everything you need to keep your customers happy.
While Zoho is at the top of our list when it comes to CRM for small to medium businesses, it is one of many different customer relationship management tools on the market today. We have analyzed, tested and reviewed a number of CRM software that narrowed it down to a list of the top 6 CRM software systems, including Zoho, and wrote a completely separate post about them.
This article describes what CRM software is best for whom along with pros, cons and prices for each. These in-depth reviews will help you make the right decision. See all our top picks here.
Zoho: The good and the bad
For every product on the market, there are pros and cons. While we believe that the benefits of Zoho outweigh any of the disadvantages, it is important to discuss both so that you know what you can gain from using this software, as well as some of the things you need to be careful about.
Easy to configure: Zoho makes installation and setup simple and straightforward right away. This makes it the ideal choice for small to medium-sized teams who need something they can hit the ground with. And don’t get stuck spending hours learning how to install, implement and troubleshoot.
Even without an in-house technology team, setting up Zoho requires minimal effort. The included step-by-step guide covers each part of the process and simplifies it so you do not have to bother with complications. You will probably want to start with the basics of your setup and then add extensions and integrations to personalize the system and make it work best according to your company’s specific needs.
Easy to use: Once you have the product setup, Zoho is easy to use. Little to no training is required to get hold of this CRM software. This is largely thanks to the user interface, which is built to promote productivity. The home page shows the tasks you have open, leads for the day, the amount of money by phase, what sales you have completed that month and more.
The design is no frills, but we like it that allows you to focus on what really matters. Simplicity is what makes it so easy to use. Navigate from page to page using the simple menu bar at the top, which includes topics such as leads, contacts, accounts, offers, activities, reports, analytics, and more. The menu bar automatically orders these items from the most important to the least, but you can customize their order as you wish.
Flexible: Different companies have different needs in CRM software, and Zoho provides the flexibility to work for all kinds of different companies.
In addition, Zoho offers many customization options. You can add extensions and integrations through the Zoho Marketplace to better manage your finances, improve sales, increase productivity and more. Many (though not all) extensions on Zoho are free and do not require coding to integrate them into your existing system.
Video Guides: Because Zoho has so many different features and many ways to customize them, implementing them all can get complicated. This is where their free online videos come in handy.
These videos provide instructions for everything from linking modules to managing data processing bases, so you can take advantage of the customization options and set up your Zoho exactly what your business needs.
Mobile App: When you need CRM software on the go, the Zoho app allows you to do most of what you can do on your laptop. The interface is user-friendly and keeps things basic enough not to overwhelm.
You can even work offline when there is no network available to connect to. The placement feature allows you to see leads that are near where you are right now, and closing deals on the app is a simple, streamlined process.
Great value: Zoho has several different pricing options, one of which is the free edition that comes with zero cost and zero obligation. The free option is available for up to three users. If you upgrade to a paid plan, more options provide a lot of extra features and add-ons. Continue reading to learn the exact plans and their prices in more detail.
Free and budget versions do not offer much: Although the free version is a good place to start, you do not get too far what you get without monetary obligations. Many of the features available with Zoho only come with the higher pricing plans.
Even the Standard $ 12 / month plan has a limited set of features. The more robust professional version at $ 20 / month is not that much more expensive, which helps, but if you’re looking for a free or lowest-level package with all the features you might want, Zoho does not quite make the grade.
Customer service latency: With a program like Zoho that seems to have endless possibilities for add-on features, the chances are good that questions will arise along the way. While you can refer to the section on videos we mentioned above, there are times when you may need a live person to talk to to get the answers to your problems, and Zoho is honestly struggling in this area.
They have had many complaints from users about being put on hold for up to 10 minutes and / or undergoing multiple downloads to resolve a simple issue. Not necessarily a dealbreaker, but certainly not fun either.
Zoho prices and options
As mentioned above, there are a few different pricing options that make Zoho available to any business, regardless of your budget. Although the smaller plans limit what you can do with the software, they still serve as a great place to get started with CRM software in your business.
The free plan is available for up to three users. All past that puts you in the next pricing. With the free version you get lead, contact and account management functions as well as reports and analyzes.
The first paid level of Zoho gives you a few more perks than the free version. It is priced at $ 12 / month if you pay for the whole year, or $ 18 / month if you pay month to month.
However, this price is per. User. So if you have 2 employees using Zoho, that means it’s $ 24 / month for the full year paid in advance or $ 36 / month for month to month.
This is easy to overlook, but makes a huge difference in your total cost per. Month. If you are a small business, it is better to minimize the number of people you have on Zoho and only give access to those who really need it.
With this level of Zoho, you get everything the free plan offers, as well as scoring rules, email insights and much more room for customization across the entire platform. This is the key to making Zoho your specific needs rather than the general needs offered in the Free Edition. The database size of the default plan is limited to 100,000 records.
Level up to the professional plan and you get some key features that can add a lot of value to your business. This plan gives you everything the Standard plan does, but also includes inventory management, Google Ads integrations, and the ability to use Zoho for process management.
The professional plan is priced at $ 20 / month / user with an annual plan and $ 30 / month / user with a monthly plan.
If the above plans do not give you what you need, the Enterprise plan may. This plan is aimed at companies that are on the larger side of small to medium-sized. It includes everything the professional level does plus a number of extra features.
One is multi-user portals for customers, suppliers and partners. It also offers Zia AI, which is an AI assistant that provides predictions and suggestions. You’ll also love the CommandCenter, which lets you personalize your customer experience.
If you want more customization options, Enterprise is the way to go. At this level, you can customize page layouts, modules, buttons, web tabs, and more. You also get the ability to build and distribute custom apps.
This plan is priced at $ 35 / month / user for an annual contract and $ 45 / month / user for a monthly contract.
If you want to get the most out of Zoho, the ultimate plan is what you need. This plan includes everything the professional plan does and more. At this level, you also get Zoho Analytics, which opens up a whole new world of opportunities and information. Zoho Analytics is a self-service BI and data analysis software tool that helps you visualize your data and analyze it in a unique way.
Zoho Ultimate offers more storage space and much more advanced customizations as well as data enrichment. You also get a free 30-day trial when you select this level of Zoho.
The ultimate plan costs your business $ 45 / month / user on an annual basis or $ 55 / month / user on a monthly basis.
Comparison of the best customer relationship management
Although Zoho is high on the list of Marketing-Ideas best CRM software, check out the other options that made our top list.
Hubspot – Best Free CRM SoftwareFreshworks CRM – Best CRM Software for Ease of UseZoho CRM – Best CRM Software for Small and Medium Business Sales Power – Best CRM Software for Growing Business Desire – Best CRM for Project Management Nimble – Best CRM for Social Media Management
Zoho is one of the best options for customer relationship management software on the market. The lower levels in the price plans are ideal for small to medium-sized businesses, and the upper levels like Ultimate work well for larger companies that have more needs and a larger budget.
Zoho’s versatility is another reason why it made one of the best choices on our list. It works for a number of companies in a number of industries. In addition, Zoho is user-friendly thanks to the design that highlights the most important features of the main screen. This makes it easier to access the data you are looking for.
Pricing is another advantage of Zoho – it is lower than other CRM competitors and is thus more accessible to small to medium-sized businesses. If you find that Zoho is not the best fit for your business, check out the other CRM software options that have made our top list.
This article was written by today’s Daily Eggspert.
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