Zoho CRM Review 2023: Is This CRM Software Any Good?

• Key Features

Monitoring Deals and Sales Revenue – Visual Sales Funnel

We understand that tracking deals is essential for businesses of all sizes.

The most effective way to manage and observe your deals and overall performance is by streamlining your sales processes – achieved by creating a ‘sales funnel.’

Zoho’s funnel process and structure are incredibly straightforward – simply input all relevant details when creating a new deal, associate it with the appropriate contact, and select the current stage for that deal.

Leave the rest to Zoho! This data is automatically converted into an easy-to-understand, visual sales funnel.

Once your funnel is set up, you can effortlessly drag and drop each deal to different stages as their status evolves. Plus, you can monitor the value of each deal, allowing you to track your sales revenue as well.

While Zoho’s funnel may not be as visually attractive and customizable as Monday.com’s, you still have the flexibility to modify your funnel.

Add, alter, or remove stages by simply dragging and dropping, or choose to keep it as is and let Zoho work its magic!

Activities

Based on your business type, you can monitor your interactions with contacts through various methods, referred to as ‘Activties.’

These activties encompass activities such as scheduled calls, meetings/tasks for following up with a contact, user, or lead. You can also establish reminders for meetings, calls, and tasks, ensuring you and your team remain organized.

Moreover, you can perform advanced actions like sending email invitations to individuals you plan to meet and integrating your phone system directly with Zoho (available with a paid plan).

Feeds

Feeds serve as a space for team collaboration, file sharing, and engagement with users about progress on leads, customers, deals, and other CRM activities. This means you do not need to connect or integrate other third-party communication tools.

You can engage in both individual and group interactions with your teams, and even alert specific users to important information you want them to see.

Email Marketing

Often, CRM and email software don’t communicate with each other, causing sales and marketing teams to miss out on opportunities like sales!

One of Zoho CRM’s most significant advantages over other platforms is its all-in-one online platform.

Zoho offers a ‘Marketing Campaign’ module that effectively integrates email marketing into your CRM.

This integration allows you to plan and manage successful campaigns while tracking analytics such as click and open rates, and gauging new customers’ interest levels.

The seamless synchronization of your contacts and campaigns, and vice versa, helps you identify which campaigns your leads are interested in and ensures you focus on active leads.

Unfortunately, this fantastic feature is only available on paid plans, so you’ll need to upgrade if you want to take advantage of this excellent capability.

Learn how to create business emails with zoho mail.

Integrations and apps

As mentioned earlier, Zoho CRM is remarkable for its ability to integrate with email marketing.

Additionally, you can incorporate your campaign into other CRM features like tasks, deals, contacts, and more. You can even track and customize the statuses of individual or bulk members for each campaign.

Seamless integration with other Zoho components, such as Zoho Analytics, Zoho Meetings, Zoho Campaigns, and Zoho Desk, is also possible (available on paid plans).

In our view, Zoho is on par with HubSpot when it comes to effortless integration within different platform areas. No need to use a this party integration tool like Zapier.

Besides integrating within Zoho itself, Zoho CRM connects with over 100 powerful third-party apps to enhance every aspect of your CRM experience.

Canvas

Zoho CRM’s unique Canvas feature allows users to customize their CRM without any coding skills.

This innovative tool enables businesses to craft a personalized platform that caters to their specific needs and working style.

Redesigning your CRM is effortless with the drag-and-drop tool, requiring no coding expertise.

Available on paid plans, higher-tier plans offer more freedom and additional Canvas views.

Al-powered sales assistant

An AI sales assistant is an advanced, powerful addition to any CRM, paving the way for the future.

Zoho CRM’s AI feature elevates your business by using artificial intelligence technology to gather relevant information and make predictions and suggestions to enhance productivity, customer service, satisfaction, and sales.

While not all platforms offer this feature, AI is a valuable addition to your CRM.

However, this feature is only available on Enterprise and Ultimate plans.

Technical support

As mentioned earlier, Zoho CRM provides beginner tutorials upon sign-up to guide you through the platform and offers ‘how-to’ videos.

Their help center, available under any plan, includes a vast array of FAQs, eBooks, webinars, forums, and a self-service portal where you can submit a ticket to the support team.

Higher levels of customer support are offered depending on your chosen plan.