Zoho makes it easy to get the complete picture of your sales cycle and stay on top of your business opportunities. Never lose another lead again.
Last updated September 18, 2014. Please visit the official site for the most up-to-date information.
The Zoho family of apps is surprisingly broad. There’s email and office apps, business apps for accounting, invoicing, sales, support, and more, and even website tools like a basic site builder and a wiki. And, yes, there’s a CRM in the set, too, one with the features you need to keep track of your contacts, leads, and deals, and turn that data into detailed reports.
Zoho CRM shares a dashboard and a similar design with the other Zoho apps, and is integrated with many of them. You can start meetings from a contact using Zoho Meetings, email them with Zoho Mail, and attach Zoho Docs to your deals. But if you use other apps, those will work as well: you can sign in with a Google account, and integrate with Gmail and Google Docs. There’s even a built in form tool to help you capture leads from your site, along with WordPress, Joomla, and Facebook Page add-ons if you use those platforms.
That deep integration with other apps lets you do some interesting things with Zoho CRM. You can make customized workflows based on the ways you capture leads, create bulk mail merge documents based on your contacts and document templates, and extend your CRM with custom modules that can add almost anything you’d need. And there’s the import and export tools you’d expect to let you move your data in and out easily.
Zoho CRM is built around leads and deals, with the smarts to forecast your future sales and let you look back on detailed reports of your previous months. But it can also do even more on sales than most CRMs, letting you manage inventory, integrate with your call center, and more.
But it’s also focused on people. You can track your contacts social network accounts and view your interactions with them on social networks along with emails. Then, there’s the Pulse tool that’ll help you know who you need to follow up with, and which contacts look the most promising.
If your team’s already using Zoho apps, adding their CRM to your toolset only makes sense. But even if you’re using other apps, Zoho is an affordable yet feature-full CRM that’s still a great option for tracking your leads and deals with advanced features typically only seen in apps like Salesforce.
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