Zoho CRM - Sales & Marketing

Zoho CRM enables a global network of more than 250,000 businesses across 180 countries. It supports businesses in engaging with customers, converting leads, and increasing revenue through successful deal closures.

Manage your sales activities on the go with the Zoho CRM mobile app.

Whether you're a sales representative making calls, a sales manager overseeing the sales pipeline, or a business owner nurturing your enterprise, efficiently navigate your workday with a cutting-edge mobile CRM platform.

The mobile CRM app not only addresses your CRM software needs while on the move but also enhances mobile sales productivity with functionalities such as search, call, email, check-in, near-me, and notifications. Featuring a highly intuitive, interactive interface, offline accessibility, and automatic data synchronization across devices, Zoho's mobile CRM is ideal for field sales.

Pricing of Plans

Standard

$14/user/month billed annually

All the essentials:

    Basic modules

    Sales forecasting

    Multiple sales pipelines

    Lead scoring

    Cadences

    Canvas

    Custom fields

    Workflows

    Office 365 integration

    Zoho Marketplace

    Google Calendar sync

Enterprise

$40/user/month billed annually

Everything in Professional +

    Zia, AI sales assistant

    Territory management

    Custom functions

    CommandCenter

    Multi-user portals

    Kiosk Studio

    Client scripts

    Sandbox

    Approval and review process

Customer Testmonials

If you're having a hard time with the integration of your CRM system, then the CRM system is not good. Seamless integration is the another best feature of Zoho. This CRM offers plenty of integration, from Office Suite, Telephony, Messaging, Events and meetings, Finance, Quote Management, Marketing Automation, Social Media, and many more.

Remar BSearch Engine Marketing Manager, Acquire BPO

Zoho CRM was implemented at Blue Star in a few divisions that saw the need to improve the sales teams' productivity on the field (and virtually). It has been a great success since launch last year. This is largely due to the tool's design which is simple, elegant and user-friendly. The sales teams now enjoy a better grip on their day-to-day activities which are planned centrally instead of being spread across various disparate tools/apps. Teams have also pivoted to a more formal method of reviews via Zoho. All in all, it has been a worthwhile investment.

Suresh IyerChief Information Officer, Blue Star

What Does CRM Software Do?

Data Management

CRM systems allow businesses to store and manage extensive information about customers and prospects. This includes contact details, purchase history, preferences, and interaction logs, all in one centralized location. By organizing this data, companies can access valuable insights that inform their customer engagement strategies.

Customer Interaction Tracking

CRM software tracks all interactions with customers across various channels, including emails, phone calls, social media, and in-person meetings. This comprehensive view helps businesses understand customer behavior and preferences, enabling personalized communication.

Sales Pipeline Management

CRM tools help manage the sales process from lead acquisition to conversion. Users can track leads through different stages of the sales funnel, ensuring that no opportunities are missed. This includes managing tasks such as follow-ups, scheduling meetings, and sending quotes.

Automation of Marketing Efforts

Many CRM systems include marketing automation features that allow businesses to create targeted campaigns based on customer data. This can include automated email marketing, social media posting, and lead nurturing workflows that enhance engagement without manual intervention.

Analytics and Reporting

CRM software provides analytical tools to measure performance metrics such as sales growth, customer satisfaction, and campaign effectiveness. These insights enable businesses to make data-driven decisions and optimize their strategies for better results.

Integration with Other Tools

Modern CRM systems often integrate seamlessly with other business applications (e.g., email platforms, accounting software) to streamline operations. This ensures that all departments have access to the same customer information and can collaborate effectively.

Zoho CRM Awards

Best CRM Software, 2024

From all the vendors that were evaluated, we stood out for our wide range of features and robust customization capabilities. The editor believes that we deliver a range of features at a reasonable price, thereby delivering high value to our users.

Gartner Magic Quadrant - Visionary in Sales Force Automation

Gartner named Zoho a Visionary in the 2023 Gartner® Magic Quadrant™ for Sales Force Automation once again. We believe that our consistent presence in this report is attributed to our ability to innovate, deliver exceptional customer experiences, and adapt to emerging technological trends. Get a complimentary copy of the Gartner report.

Nucleus Research - Leader, SFA Technology Value Matrix

Nucleus Research has identified Zoho as a leader in its 2024 SFA Technology Value Matrix, providing both high functionality and usability to its customers. Their research includes in-depth interviews with end users, vendor surveys, and ROl assessments in real-time environments.

PCMag - Winner, Customer Choice & Editor's Choice

In 2019, PCMag surveyed their readers about their experiences with CRMs, and the results were impressive. Zoho CRM topped the list on several categories, and was found to be the only vendor with a positive NPS score.

Zoho CRM has received the Editors' Choice award for Best CRM Software for four years in a row - from 2019 to 2022.

Capterra - Top Performer in CRM Software Category

In 2024, Capterra crowned as the top performer in several categories, including CRM Software, Sales Force Automation Software, Lead Management Software, and more. Zoho CRM featured in over 18 different categories, reaffirming the breadth of functionality and capabilities offered by us for businesses of all kinds.

Gartner Peer Insights - Customer Choice Awards for B2B Marketing Automation Platform, 2024.

Software Reviews - Leader in Emotional Footprint 2022 & Data Quadrant, 2021.

CX Today - Winner, Best CRM Platform, 2024

Featured Customers - Market Leader, CRM Software, 2021.

TrustRadius - Top Rated CRM Software, 2023.

TrustRadius found us to be the Top Rated CRM software for having excellent customer satisfaction ratings and trScores.

SoftwareWorld - Top Rated Online CRM Software, 2022.

Finances Online - Expert's Choice Award, 2021.

SelectHub - Leader, CRM Software Systems

360 Quadrants - 360 Analysts' Choice Visionary Leader, CRM Software Quadrant, 2022.

GetApp - Highest Rated Sales Forecasting Apps, 2021.

Zoho CRM was crowned as a Leader in the Sales Forecasting, thanks to the glowing reviews left by our beloved customers.

SaaS Worthy - Most Worthy Software, 2024.

BusinessNewDaily - Best CRM for Remote Workers

G2 Crowd - Leader in CRM Category, 2024.

Paul Greenberg's CRM Watchlist, 2022 - Winner with distinction. (Highest Score)

Benefits of having a CRM system

An ideal CRM system should be multi-faceted that provides: 

    Uninterrupted access to customer data - We understand that prompt responses and immediate solutions go a long way in building a lasting relationship. So, your customer's information is securely stored on a cloud-based platform and your teams can connect with the customers from anywhere in real-time. 

    Bring inter-departmental coordination - Another advantage of having data on cloud is, it can be shared across the teams. You can create customer centric tasks and assign it to the relevant members of your team. This will make sure that every sales person has a defined role and clear objectives, no one is left out or performing the same set of tasks and no sales opportunity will be ignored. 

    Streamline different processes - CRM comes with wide array of features that can help in increasing the sales team's ability to close more deals, assist the marketing team in acquiring more leads, make it easier for support teams to resolve tickets faster; all at the same time.

    Proactively participate in customers' journey - CRM will help you create milestones and remind you of important events with customers. You can also get insights on the customer's preferences and requirements that in turn will help the sales team organize their strategies for a better and faster customer engagements. Overall, it can go a long way in boosting retention and mitigating churn. 

    Make intelligent decisions - A customer feels valued when the sales team remembers their needs and gives them solutions quickly. CRM can help you draw insights, anticipate possible outcomes, recommend choices, and even suggest next course of action with customers by taking cues from past interactions and data. 

Key Features:

- Gain insight into scheduled tasks, meetings, and calls. Set reminders to stay on track.

- Utilize the robust global search function to find information swiftly.

- Review notes and attachments before important meetings.

- Locate customers and sales opportunities in proximity and navigate easily.

- Check in at client locations to log visits.

- Keep track of calls and effortlessly document conversations by attaching voice notes.

- Analyze sales and marketing trends and make informed decisions even when away from your desk.

- Collaborate with team members in real-time using Feeds and @mention colleagues in posts.

- Automatically sync data across all platforms without network concerns.

For inquiries or feedback, please email us at crm@zohomobile.com. We are here to assist you.