Chapter 1 · Choosing Zoho
Is Zoho the right choice?
For most small and mid-size businesses, yes. Here is why, in plain words.
Are you looking for a cloud-based CRM that is full-featured but still a low-cost alternative to CRMs like Salesforce.com? Zoho CRM manages the whole customer relationship life cycle, and it can be customized to support the way your company actually works.
It grows with you in users and records, so it isn’t something you’ll need to replace. It works with MS Office and Google apps, including Gmail; keeps a history of every interaction with your contacts; tracks your team’s sales through the pipeline; and shows it all in easy-to-build dashboards and reports, on any device.
Zoho is all about online applications and integrating them to meet your needs. It is both time and cost efficient.
Will my sales team actually use it?
- Easy to use, easy to customize. Add the fields you need, modify layouts so they make sense to your team, and create views to segment your data quickly.
- Leads and contacts, kept apart. Website leads flow straight in with no retyping; trade-show lists import easily; records can be assigned automatically; a qualified lead converts to a contact in two clicks.
- Close more deals. Stages match your sales process, dashboards keep important deals in view, and quotes go out from the deal itself.
- Reports and dashboards. Plenty of standard reports, easy custom ones, scheduled delivery to your inbox, and drag-and-drop dashboards.
- Any device. PC, Mac, phone or tablet: look up a contact, call from the record, map the address, set a follow-up. The iOS and Android apps work offline too.
Can I try it first?
Yes. Start with the free edition and grow from there. Zoho CRM comes in several editions, from Free (up to three users, limited features) through Standard, Professional and Enterprise to CRM Plus, which adds analytics, campaigns, surveys, projects, support, SalesIQ and social media tools. You can pay monthly or yearly, with no long-term contract.
What about the data I already have?
If you need help getting data out of another system and into Zoho, that’s routine work for us. Moving to Zoho from another CRM →
WHY
We bet on Zoho in 2011. In 2019 Zoho named our founder an MVP.
Next question in the guide
Susan ClarkFounder & CEO
Ask us why.
Tell us what you’re trying to get Zoho to do, and we’ll tell you which app, which setting, and why. The form goes straight into our own Zoho CRM, and a person answers it.
Ziggy answers in the chat bubble, any hour.
Built in Zoho Forms · lands in our Zoho CRM