Zoho One CRM Review [Definitive Guide] 2023
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Want to know about Zoho? This is the Ultimate Zoho One CRM Review…
In this comprehensive review, we’ll cover:
We know that you want a CRM software that caters to your marketing and lead management needs.
You need one that helps you nail sales effortlessly.
You should know this…
There are many different CRM softwares available for small businesses today.
And after examining all of them, we came up with a list of CRMs most suited for pipeline management, team collaboration, marketing and analytics, and even more.
Zoho emerged as one of the best CRM with a suite of useful features – find out why in our comprehensive review.
So if you want to be on top of engagement with prospective clients and grow your business exponentially, all while using a single system, you’ll love this guide.
Let’s get started.
Related: 10 Best CRM for Small Businesses
Specifications: Zoho One CRM
Bottom Line : Zoho attracts and retains customers by helping you deliver on your promise
Our Verdict: Zoho One CRM
For over two and half decades, Zoho has consistently helped small businesses grow into multi-nationals.
And they do this through an all-time suite of applications that handle everything – communication, marketing, and sales.
Our in-depth research revealed that Zoho One CRM helps small businesses live out their potentials at what everyone agrees is an affordable maintenance cost.
With Zoho’s features and tools, your customer relationship management, sales and marketing will be running in top gear.
And that’s good for business!
Let’s now dive into the detail.
Related: 10 Best CRM for Small Businesses
Compare Zoho One to Similar CRM’s
Researching for our indepth review had us checking to see whether Zoho is genuinely fit for purpose and how well it stacks up against other CRM software.
We soon found out that Zoho first adapts easily to your company size and provides features your sales team can easily optimize.
The award-winning web-based CRM offers a sea of functionality that, when bundled together, will give you huge benefits.
Its core purpose is lead and contact organisation, as well as the management of your sales pipeline. So you’ll naturally attract more customers and close more sales with Zoho.
When you get to know Zoho, you’ll find that marketing and tracking your sales process with an easy-to-use interface is what you need to help you relate better with your customers.
Our Analysis Comparisons and Test Results
In this Zoho CRM Review, you’ll find out more about the technical features and benefits of using this CRM compared with others – in terms of functionality and overall rating.
Value for Money
Zoho offers various features to help with advertising and marketing, tracking your sales, and communication with both existing and prospective customers.
Its automated tools give you an insight into how your sales fare in real-time.
That way, you can step up your lead/ contact management, and sales and marketing efforts.
Zoho’s new Page Layouts also make it a breeze for your team members to work on multiple projects from one account. And the Sandbox tool allows you to test-run different layouts and modules.
So you can choose the look and feel that suits you most.
Yet there’s more for you here in this CRM review…
Zoho CRM allows full integration with other platforms.
So if you already use Google Apps, QuickBooks, and a host of others – to stay organized, you have no issues in bringing them along for the ride.
Plus, you gain access to various other apps in the Zoho family, all of which can improve your emailing and accounting exponentially.
With Zoho, you’ll enjoy features like email marketing and sales force automation at a reduced rate and with no additional hidden costs.
You get to cover your business needs without breaking the bank!
Value for Money Rating
Ease of Use
Zoho CRM is straightforward to use.
Apart from its easy to use interface, which comes with simple drop-down menus, its automation features get the job done on autopilot.
So you can focus on other business activities.
Getting used to Zoho is a breeze thanks to the genius user interface.
On your first login, the CRM guides you through all the necessary steps. And the layout is crystal clear, with easy-to-use features and the most straightforward interface on the market.
Zoho allows you to customize your dashboard with widgets, charts, pivot tables, and others, which roll out a clean dashboard and make your work more organized.
Other users can access these components, too.
Small businesses using Zoho CRM save significant time managing their customers since the best CRM helps them with contact management.
You can import customer data automatically from emails, spreadsheets, filled forms, and even tickets.
All it takes is to set up the CRM to respond to specific actions.
And if you’re a Google fan, Zoho enables smooth integration with the G Suite.
You can easily import existing contacts and schedules.
Ease of Use Rating
Zoho is a top-charter for small businesses because of the tremendous value it can add to your business aresenal.
The CRM automates your sales tasks, imports prospects from direct emails, seminars, and even trade shows, and makes hot leads out of web visitors.
It does all of these by matching leads with appropriate sales agents within your company and converts them into buyers – all the while you’re enjoying other Zoho product features.
Zoho CRM manages all sales prospects and builds loyal customers by regular interaction for you.
The platform meets your business needs by handling lead management on auto.
In fact, by single click-ons, you can customize the CRM software to meet specific business requirements.
Zoho extracts customer data, follows up regularly, and shows you every customer’s response to your marketing. This reporting helps you focus on responsive customers, thereby growing your sales.
Also, you know where your company is on lead management, thus increasing your productivity.
With Zoho, your entire sales process is more manageable.
Through email marketing and tracking of customer engagements, you can determine your priority leads.
Then, you can easily devise follow-up tactics to make more sales from the hottest options.
Aside from reaching your pool of email addresses, features like lead generation and management through social media, live chat, and third-party integration will nail you even more sales.
With Zoho CRM, your sales team can run ad campaigns and manage leads using the marketing automation feature.
The drag-and-drop functionality of the CRM’s form builder means you can easily create customized forms for your website.
And you can personalize the fonts, text colors, alignment, and form width. This web form allows the software to capture data as leads.
But that’s not all…
Zoho CRM comes with marketing tools for lead generation.
And they are, campaign module, email module, and the earlier mentioned web forms. The campaign module helps your business track marketing campaigns for online adverts, PR events ad TV commercials.
Zoho tracks all metrics, including location, campaign duration, budget, and actual costs, to give you accurate data on the gains from each campaign.
Also, since third party integration is possible with this best CRM, you can use Google Ads to reach more customers and figure out which of them bring the most sales.
Zoho’s email marketing feature helps you campaign easily, too.
You can customize email templates and schedule reminder emails to customers. The email templates also allow you to categorize emails as follow-ups, product promotions, etc.
And the customer segmentation feature categorizes your customers based on factors such as their lead source and location, thereby tailoring your campaigns to specific segments.
You can follow up on email campaigns and track email clicks, as well as open or bounce rates.
The Zoho CRM promotes your business, nurtures your leads, and converts them into profitable deals.
We’ve voted Zoho CRM best in reporting because of its emphasis on analytics and reports.
Regardless of your company size, you need a proper reporting system to help with your inventory management and customer relationships.
You can choose from Zoho’s more than 40 reports in the activity, sales, and marketing modules.
Also build custom reports, which are available in summary, matrix, or tabular views, and advanced customizable filters.
Unlike some CRMs that force you to integrate with third-party apps, Zoho helps you make top-notch decisions by providing you with the nitty-gritty of how your business fares.
This computer software builds reports from contacts, leads, tasks, deals, and much more.
And it allows you to customize your notifications and view all vital information on your dashboard.
At a glance, you see live updates of marketing and sales, which you can organize into folders and share with team members as an email attachment, or export as PDF, CSV, or XLS files.
Yet there’s more…
Your sales managers can use these marketing and sales reports to give the sales team members a visual representation of their performance. And they can use the chart options of bars, funnel graphs, or pie charts in the representation.
Zoho’s reports and dashboards help with your sales forecasts, sales tracking, and lead conversion.
Apart from the easy user interface this CRM provides, users want to be sure they have access to a team of experts if they encounter any challenges or have questions to ask.
The Zoho CRM offers different tiers of support in their user interface.
For twenty-four hours a day all year long, Zoho CRM has a support team on standby for every paying customer.
Even the free version gives you access to support articles while setting up.
You can also join community forums or check their customer portal. On the portal, you see previous customer service interactions, which form a guide for you.
These in-depth articles and forums cover many areas. So they are sometimes all the support you might need to use the CRM efficiently.
But there’s more…
Their customer support is available to you via emails or telephone. But if you prefer you can read through their blog, learn from other users, or a peruse a catalog of documents.
The addition of Zia, the Artificial Intelligence Assistant, makes Zoho customer support top-class.
Zoho CRM software is renowned for its top-notch customer support. And it doesn’t matter what you need. Zoho stays alert to support your business.
Customer Support Rating
Frequently Asked Questions (FAQ’s)
Is Zoho a good CRM?
There are plenty of CRMs available for businesses on the market for 2023. Each of them comes with an array of features.
But are these features well suited for your small business and the type of activities your team members carry out? Will they attend to the unique needs of your company?
Zoho CRM is your best bet for customer relationship management. Its functions include marketing automation, sales force automation, lead and deal predictions, process management analytics, and sending email campaigns with no hassle.
The desktop and cloud-based CRM will help you nurture leads, track campaigns, and schedule social media posts and emails. And you can easily integrate with other software options that help your business’ growth.
But is that all?
Zoho also stores your contacts, leads, prospects, and sales data in the Zoho Marketplace so your team can collaborate better and make more sales.
These and many more make Zoho a good CRM for your business.
How much does Zoho CRM cost?
Zoho is so affordable you’d think it offers a more diminutive CRM solution.
Truth is – this robust software provides many possibilities at ridiculous rates.
Its free version allows up to 3 users. And with it, you can integrate your social media accounts, calls logs, sales tasks, and notes.
And there’s more…
You can opt for a paid edition of Zoho, starting with a 15-day trial. You won’t need to drop your card details to get on this.
And when your trial convinces you, go for one of their four editions.
The Zoho’s Standard, Professional, Enterprise, or Ultimate tier has you paying between just $12 and $35 per month.
Each tier comes with more advanced features like Zia AI and Mass Email. And you can easily scale your subscription up or down, based on your needs at any one time.
Unlike other CRMs whose annual subscriptions force you to stay with them, Zoho CRM offers cheap month-to-month subscriptions.
These prices put Zoho at a more competitive end of the CRM market.
Is Zoho CRM secure?
Since Zoho is web-based, you might find it hard to believe that hackers or competitors couldn’t grab your confidential data.
But here’s the truth…
Zoho CRM adopts advanced industry compliant security measures and features like two-factor authentication, encryption of data, security breach alerts, IP restrictions, audit logs, HTTPS for web pages, and biometric access to protect your data.
The servers are at secured areas with built in measures like bullet-proof glass.
Zoho allows you to choose where to store your data, which is at various EU and US locations.
These data centers have a state-of-the-art protection service. Your data is kept secure for 24 hours a day under strict surveillance, which requires biometric access.
Zoho augments its security by backing up data daily so that you can quickly restore your data without disruption, whenever you need it.
Zoho says their CRM makes security a top priority.
Without a doubt, this is on the money.
Where does Zoho store data?
Sendinblue is an email marketing solution for small businesses. It empowers users to send emails with ease.
With over 50 templates to choose from, you can design emails and newsletters without technical skill. Also, send up to 9,000 emails per month, without a charge.
SendinBlue helps you increase your sales through SMS campaigns, scoring, and the use of plugins like WordPress and Magento.
The automation tool prioritizes user experience alongside a state of the art marketing solution.
Beyond its email marketing feature, SendinBlue offers solutions to contact management, automated campaigns, and transactional messaging.
But here’s the thing…
While SendinBlue is excellent for sending out email newsletters without advanced features, it does not help with other customer interactions like sales reporting, sales tracking, or lead scoring.
Is Zoho better than Salesforce?
Zoho and Salesforce compete on functionality.
… you can determine which is better based on your chosen parameters.
While Zoho operates on a self-service basis through ticket adding services and forums, Salesforce requires technical knowledge to function.
Zoho is better at reporting, though less sophisticated than Salesforce.
But Zoho is a fabulous choice for smaller businesses using CRM for the first time or seeking to upgrade their free version.
Our Final Verdict: Zoho One CRM
So there you have it, here’s our last word.
For decades, Zoho CRM has proved to be a potent CRM tool you can trust.
The CRM is feature-rich.
And its mammoth features, which are easy to utilize, mean it performs even better than you expect.
Zoho CRM is thus well suited for both small businesses and medium-sized businesses.
The features will mean you benefit from superlative sales growth, and Zoho CRM pricing proves you’ll get great value for your money.
Our Final Verdict Rating
Conclusion: Zoho CRM Review
We’ve done the hard work testing the CRM and putting this review together.
For sheer advanced functionality and easy UX, this CRM is a no-brainer.
This single repository boosts your sales and marketing techniques, streamlines your sales processes, and increases your sales as a small business.
Zoho delivers a mix of useful features at an affordable rate. Hence, it easily made it to our list of top CRMs for small businesses.
Now we hand over the baton to you to make your choice.
Will it be one of the best CRMs in our 13 Best CRMs for Small Businesses Review or Zoho CRM?
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