Zoho CRM Features and Editions: A Review

| July 2, 2018, By Bob Ritter.

Zoho CRM Features

Gone are the days when businesses used to manage their customers using spreadsheets.  Zoho goes far beyond with solutions that you can operate your business on – from managing interactions, mining relationships, and working in synergy as an organization for higher productivity, greater customer satisfaction and maximum return on investment.

With Zoho CRM you’ll have be able to manage interaction, close more deals in less, share information across departments, and produce analysis for better decision making.

Choosing the right CRM software for your business is a mind boggling process.   Zoho is one of the most highly rated applications with a wide following and numerous positive reviews. It’s flexibility as a platform allows organizations to build on a tremendous features for a customer system to meet special needs and business processes.

Zoho’s pricing and bundles makes it a highly competitive fit for small businesses, an entrepreneur, or a large enterprise. Go through reviews on Zoho CRM and you will get to know why it is considered a TOP CHOICE for practically any entity.

Zoho CRM is full of features that allow businesses of all sizes and industries to adopt quickly. The features are available at different price range and have different editions namely: Free, Standard, Professional and Enterprise.

The Standard package costs you around $12 /user license/month billed annually or $15 month-to-month.

The Professional package costs you around $20 /user license/month billed annually or $30 month-to-month.

The Enterprise package costs you around $35 /user license/month billed annually or $45 month-to-month

SALES FORCE AUTOMATION – Zoho has robust workflow automation features and tools.  It can be like having more staff, when you’re using Zoho to do the job.

With Zoho – you can track and manage Leads, Accounts, Contacts, your pipeline.  With Zoho Desk you can keep on top of service tickets.  Powerful and unique features like Feeds, SalesSignals, SalesIQ give sales and management a leg-up.  A broad range of Zoho features help you with Documents, Activities, Social (Integration with Facebook, Twitter, Google Plus), and more!

Free Package: In Free Package, you will have access to Leads, Accounts, Contacts, Deals, Feeds, Document Library, Activities – Tasks, Events, Recurring Activities and Social (Integration with Facebook, Twitter, Google Plus).

Standard Package: In Standard Package, you will have access to all except Forecasts Based on Territories, Macros, SalesSignals, Multiple Currencies, and Social Tab (Facebook & Twitter accounts of the Company).

Professional Package: In Professional Package, you will have access to all except Forecasts Based on Territories, and Multiple Currencies.

Enterprise Package: In the Enterprise Package you have access to all 30 rules/module.

MARKETING AUTOMATION – With Zoho’s Marketing Automation tool, you can effectively plan marketing activities and improve lead generation process.

Features: Campaigns, Mass Email, Custom Email Templates, Email Opt-out, Autoresponders, and Schedule Mass Email.

Free Package: In Free Package, you will have access to Campaigns, Custom Email Templates only 10 and Email opt out features.

Standard Package: In Standard Package, you will have access to all except Autoresponders, and Schedule Mass Email. Mass Email will be 250/day and custom email templates will be 100.

Professional Package: In Professional Package, you will have access to all except Mass Email will be 500/day and custom email templates will be unlimited.

Enterprise Package: In the Enterprise Package you have access to all features. Mass Email will be 1000/day and custom email templates will be unlimited and Autoresponders will be 3.

There’s much more …

Zoho has tools for accounting, inventory management, human resource management and more.

DATA ANALYTICS – Now get to see your business performance, trends and prepare and share reports with the Reports and Dashboards functionality of Zoho CRM.

Features:  Standard Reports, Custom Reports, Schedule Reports, Standard Dashboards, and Custom Dashboards.

Free Package: In Free Package, you will have access only to Standard Reports.

Standard Package: In Standard Package, you will have access to all all features. You can generate 100 custom reports. In schedule reports, 20 schedulers/user and Maximum 100 schedulers/day for Organizations. And, in custom dashboards you have access to 10 dashboards.

Professional Package: In Professional Package, you will have access to all all features. You can generate unlimited custom reports. In schedule reports, 20 schedulers/user and Maximum 100 schedulers/day for Organizations. And, in custom dashboards you have access to unlimited dashboards.

Enterprise Package: In the Enterprise Package you have access to all features. You can generate unlimited custom reports. In schedule reports, 20 schedulers/user and Maximum 100 schedulers/day for Organizations. And, in custom dashboards you have access to unlimited dashboards.

EMAIL – Zoho Email takes complete control over your Inbox and you get clean, organized email for your business and professional use.

Features:  Zoho Mail Add-on, IMAP, Email Insights, BCC Dropbox, Plug-in for Microsoft Outlook, Zoho CRM for Office 365, Attachments in Email, Email Sharing, and Email Parser.

Free Package: In Free Package, you will have access only to 3MB attachments in Email.

Standard Package: In Standard Package, you will have access to Email Insights, Zoho CRM for Office 365 and 10MB attachments in Email.

Professional Package: In Professional Package, you will have access to all all features.

Enterprise Package: In the Enterprise Package, you have access to all features.

With Zoho ONE a company can have ALL the applications that Zoho offers at one exceptionally attractive price. The value of Zoho can’t be beaten!

To learn more and identify the application that fits your needs, contact First Direct Corporation – Authorized Zoho Partner.

Bob Ritter

President

(845) 221-3800