Zoho CRM: An all-in-1 tool for managing your sales and marketing

Review Zoho CRM: An all-in-1 tool for managing your sales and marketing - appvizer

Zoho: a cost-effective CRM for small businesses

Zoho CRM is an online customer relationship management application offering an impressive range of features at a very competitive price. The software easily integrates with the other tools of the Zoho Suite (documents, calendar, messaging, database management, etc.), allowing you to build an entire information system around your CRM. For many businesses, Zoho CRM is an efficient and affordable alternative to Salesforce.

Zoho presents a simple and entirely adjustable (fields and modules) interface. The homepage offers an overview of current sales opportunities and statistics. The administrator can set a default view of this page, which each employee can then customize according to his/her way of working by simply dragging and dropping the widgets (lead lists, current and projected turnover, dashboard and reports, etc).

Features to cover every need

Zoho CRM uses a series of tabs which can be adapted to your business process:

  • Management of sales opportunities: manage leads qualifications by entering the source and the context of the initial contact
  • Prospect management: After the initial contact, make your product known to potential clients. This will allow you to evaluate your potential for success.
  • Quotes: Zoho CRM enables you to generate your product catalogue to create sales offers on the go without having to use Excel or Word to format your quotes and make calculations (VAT, sums, net payable)
  • Accounts and contact management: manage your business relationship with your customers easily and efficiently by consolidating all of the essential information so as not to lose track: follow events, contact details, contacts, products or services bought, etc
  • Document management: Zoho allows you to share documents with your associates such as quotes, invoices, and other essential elements relating to your customer's case.

Editor: Zoho Corp

Strengths of Zoho CRM

  • Certifications: GDPR, ISO 27001

Zoho CRM demo and screenshots

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Zoho CRM customers

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Other features of Zoho CRM

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Zoho CRM pricing and features

Plans & Pricing

€12 /month /user
€20 /month /user
€35 /month /user
€45 /month /user

Gratuit pour 3 utilisateurs



Application Customization
Software Layout & Themes
User Group Interface
Domain Name Mapping
Add Notes by Email
Knowledge Base, Wiki
Meeting Management
Meeting Report
News Feed
Planning Overview
Shared Calendars
Task Management
Voice Entry
Process & Workflow
Automatic Actions
Process Instant Go Live
Task Management & Alerts
Sales Force Automation
Access to a Collaborative Database of BtoB Contacts Source of targeted contacts that can be used for sales purpose
Automated Reminders Notification in order to call back a prospect or a customer
BtoB Approach
BtoC Approach
Business Proposition Customer engagement via product positioning (price, competition, decision making, etc.)
Calls Management On-screen display of information related to an incoming call
Commissioning of Sales Representatives
Contact Management Editing and follow-up of contacts for a given company
Custom Quote
Customer File Import
Customer Geolocation Location of individuals or companies on a map
Customer Portfolio Groups of customers
Events History and Follow-Up Account Activity & History
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Lead Scoring Prospect qualification
Monitoring and Collection of Social Data Analysis of what Internet users say on social networks
Opportunity Management Deal that can possibly be gained following the qualification of a lead
Quote Proposal Avoidance
Route Optimization
Sales Forecasting Future sales numbers based on statistics
Sales Lead Lifecycle Management
Sales Process and Pipeline Customer life cycle management
Sales Report Conversion rate, team performance, best sales
Sales Script Display of the sales script in the input area
Salespeople Management
Segments / Populations Possibility to group contacts by type
Standardized Mail Allows you to save an email as a standardized response and use it over and over again
Tracking of Sales Proposals Tracking of sales offers that informs you whether or not the document you sent has been read.


Integration & Interoperability
API, Web Service Restful APIs
Linux OS
Mac OS
Telecom Network
Web Browser Extension
Windows OS
Credit Card
Debit Card
Mobile App
Community (FAQ, Forum)
Knowledge Base (tutorials, demos)
Help Desk (Phone, Email, Ticket, Chat)
Dedicated Account Manager

Data hosted in the following countries: Ireland, Netherlands

Integrations Zoho CRM

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