Zoho CRM
Build lasting relationships and sell smart
Executive Summary
Zoho CRM is a comprehensive customer relationship management software designed to help businesses manage their sales, marketing, and customer support operations. It enables organizations to build lasting relationships with customers and streamline their sales processes. The platform offers tools for lead management, contact organization, deal tracking, and sales forecasting. Beyond core sales functionalities, Zoho CRM also supports marketing automation, allowing businesses to execute campaigns, track performance, nurture leads, and manage customer interactions. For customer support, it provides features to manage cases, track service requests, and improve customer satisfaction. With various editions available, including a free version for small teams, Zoho CRM caters to a wide range of business needs, from home businesses to larger enterprises.
Use Cases
- Managing sales pipelines and opportunities
- Automating marketing campaigns and lead nurturing
- Providing customer support and service management
- Tracking customer interactions and building relationships
- Managing leads and contacts on the go with mobile apps
Features
Visibility
- Customizable Dashboards: Gain a comprehensive overview of sales performance, marketing campaigns, and customer service metrics with customizable dashboards.
- Mobile CRM App: Access and manage leads, contacts, deals, and activities on the go with dedicated mobile applications.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
Integrations
- Zoho Inventory
- Zoho Books
- Zoho Payroll
- Zoho Expense
- Zoho Analytics
Security & Compliance
Certifications: ISO 27001, ISO 27017, ISO 27018, SOC 2 Type II, GDPR
Encryption: All access tokens like login credentials and passwords are encrypted at rest.
Pricing
- Model
- Subscription-based with Free Edition
- Starting Price
- Free (for up to 3 users)
- Target Customer
- SMB,Mid-Market,Enterprise
- Free Trial
- Yes
About Zoho Inventory
Zoho Corporation is an Indian multinational technology company that develops a comprehensive suite of cloud-based business software, encompassing workplace productivity, collaboration, customer relationship management (CRM), and various business management tools. The company is known for its extensive portfolio of over 55 products, designed to help businesses of all sizes streamline operations and enhance efficiency.