Zoho CRM Review
Contact vendor directly for pricing information.
Product is available as a SaaS solution that requires no additional hardware.
Vendor works with small, midsize and large organizations across multiple commercial, governmental and educational segments.
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About Zoho CRM
Zoho CRM is CRM software that enables users to identify the best times to reach out to customers, engage across multiple channels, and provides actionable insights across the entire industry. The platform allows users to interact with customers via phone, live chat, email, social media and in-person, as well as tracks all conversation histories in a centralized place.
The software delivers detailed metrics and analytic reports, is built with sales processes automation, and supports user workflows. Additionally, the platform is designed to be customizable and configurable to match user- and company-specific requirements and processes.
About the Company
Zoho Corporation was founded in 1996 and is headquartered in Pleasanton, California.
Zoho CRM Key Features
- Automate the pipeline from lead generation, qualification, conversion, sales opportunities
- Custom web forms generate leads directly from your website
- Turn data from seminars, trade shows, and other external sources into leads with easy import functionality
- Auto-assign lead with custom rules
- Qualify leads based on custom criteria
- B2B and B2C capabilities
- Centralize accounts, related contacts, opportunities, etc., all in one place
- Create multi-tiered relationship structures for subsidiaries, divisions, and other business units
- Assists with quote, order, and invoice generation
- Capitalize on up-selling and cross-selling opportunities with detailed customer histories
- Keep track of referral relationships
- Annotate accounts with notes and attached docs
- Robust export features support multiple export formats
- Attach recorded calls to accounts and contacts
- Record and plan meetings and calls in individual and master calendars
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