Zoho CRM
​​Overview, Comparison, & Features​

Zoho is a cloud-based CRM that empowers all large to small-sized business with a customer relationship lifecycle management solution for customer support & service, marketing, wide sales, and inventory management in a single organization. It integrates with over 40 Zoho products and extension of 300 third-party apps like office 365, Google App, G Suite, Salesforce, and more. And any B2B or B2C business can implement Zoho CRM.
Try ZOHO CRM For Free

Learn what ZOHO CRM can do for you

Zoho is an end-to-end fully customizable CRM solution for growing businesses and enterprises. Zoho offers everything that you need for growing your organization such as increase leads, accelerate sales, and measure sales performance.

Zoho also has its mobile app edition which allows users to access sales records and customer information on android and iPhone devices from anywhere. It supports multiple industry verticals like accounting, retail, real estate, construction, and many more.



Key Modules

First lets understand what to expect from this software in a general overview.

Sale Force Automation

Zoho CRM salesforce automation empowers your sales reps to concentrate on creating and nurturing leads and growing your customer relationship. It enhances sale productivity that enables salespeople to quickly generate estimates and makes them speedily turn into proposals and quotes. It also deals with lead management, deal management through visualizing your deal pipeline, workflow rules, forecasting, and sales analytics.

Process management  

With streamlined process management, you can build your sales team’s roadmap to success. Zoho CRM can capture your organization's sales process and make sure everyone in your team follows the right process of lead creation to deal closure.

It not only separates the buyers from the spyers to generate lots of leads from social media, survey, trade show, and website visit but also, it automates the submission of records for approval and saves time by creating a dependable and repeatable system.


If you are looking to take a smarter decision for your business, then Zoho CRM helps you to monitor every aspect of your sales cycle from lead analytics to deal with insights, activity stats, and email analytics. It offers many features related to analytics such as filter reports, multi-dimensional reports, templates for easy analysis, and share your dashboard with people who need access to it.

Developer platform

Zoho CRM developer platform builds a custom solution that offers the right mix of low-code and pro-code tools for you to automate work, integrate data across your enterprise stack, and provide a custom solution for your web and mobile services. It connects your customer data from every source and acts on data with deluge functions such as monitoring function performance and failures from a dedicated dashboard.

Performance Management

Zoho CRM offers to set records with a smart sales performance management (SPM) to enhance your sales pitch with powerful insights, and meet changing industry trends. It not only tracks how a region, product, or team is performing by creating forecasts but also allows you to group customers based on regions, products, or any other criteria to help your sales team gain insights that will perform their action.


This solution of Zoho CRM can modify as needed to fit your business by using custom fields, buttons, and layouts to capture carious information from your prospects, related information, and create custom views. It also enables to test customization before rolling out and even localize the language and currency to fit your user's need.

It collects and manages all the data that you require with a layout for every process and you can even simplify it by adding CRM data. It not only finds the right data with custom views and filters but also ensures the quality of data enters into your CRM.

Marketing Automation

Marketing automation is the process of helping your marketing team efficiently and passes on quality leads to sales. Zoho knows every customer has different needs, so it let its customer segment based on their region, requirement, and lead source. 

Team collaboration

Zoho CRM has a built-in feature to facilitate communication with your customer as well as your team with real-time sales update. Zoho CRM gives power to the team to connect with collaboration tools such as feeds, chat, notes, tags, and groups to share updates from one platform. It also enables to use of CRM to work on several projects at once and keep your project synced with the sales process to manage your task more efficiently.

Mobile Apps

Zoho CRM allows your sales team to keep in touch with their leads on the move, log and enables them to access important prospect information, keep track of their KPIs and make data-driven decisions. That means it manages your deals, contact, and tasks on the go and lets you stay connected to your leads, customers, and your team from anywhere and at any time.


Zoho CRM knows that every organization needs to protect their customer's data and giving employees the freedom to get their work done. So, Zoho CRM provides its users complete data security for customers from unauthorized access and compliant with your data collection and sakes process with privacy regulations. 

Try  ZOHO CRM  For Free

With the free version, you get:

  •  It gives essential tools like leads, document, and mobile apps 
  • Suitable for home business
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How to make API key Zoho CRM?
  1. Access the Zoho Office Integrator "Sign In" page and enter your Zoho Account details.
  2. Fill out thAPI key registration form that will look like the one below:
  3. Click "Generate API Key" button.
Is Zoho CRM really free?
Zoho CRM offers a fully-featured free edition of its flagship CRM software. That's right–robust features for sales and marketing, powerful integrations, and secure cloud storage, all for free.
How much does Zoho CRM cost?
Zoho has a free option for up to 3 users. The next pricing tiers are $20/user per month for Zoho Professional and $35/user per month for Zoho Enterprise. The Zoho Ultimate Edition comes in at $45/user per month
How can I log into my Zoho CRM account?
  1. Go to Zoho CRM website. Click Sign In.
  2. On the Sign In page, click Google, Google Apps, Yahoo, Facebook, LinkedIn, Twitter or the Microsoft Office icon. 
  3. Enter the Username and Password tsign in.
How can I access my Zoho CRM account?

HubSpot CRM have a number of initiatives in place to help secure your website, with SSL included, a dedicated security team, continuous updates and sophisticated anomaly detection. Data protection is also prioritized for Hubspot CRM, with continuous data backups, in transit encryption and physical security protections.

How to install Zoho CRM?

  1. Login to your SimplyCast account and go to the integration marketplace located here. Select the Zoho CRM integration and select Install.
  2. Select Create under the Active Connections section. 
  3. Click Save to save your synchronization configuration.
What is Zoho CRM used for?

A market leader for more than a decade, Zoho CRM is an online customer relationship management software for managing your sales, marketing, support in a single system.

How can you contact Zoho CRM?
In Zoho Desk, they have live chat access tZoho support team, however, in Zoho CRM, they can only reach to the crm support team through email. You can visit their website https://help.zoho.com/portal/
Why should I use Zoho CRM?

Zoho CRM aims to make the entire process of running a sales team easy for you, from automating entry of time-consuming data to regular customer follow-ups, and even assigns scores to your leads to help you prioritize them better.

Is Zoho HIPAA compliant?

Zoho CRM ensures that its customers are compliant with HIPAA(Health Insurance Portability and Accountability Act) requirements by being a Business Associate. 

Does Zoho integrate with QuickBooks?

Yes Zoho integrates with QuickBooks. It is easy to manage customer information both in Zoho CRM and in QuickBooks with Zoho CRM for QuickBooks. Zoho CRM and QuickBooks integrate data such as contacts, quotes, products, vendors, sales orders, and invoices.

What is Zoho CRM Plus?

Zoho CRM Plus includes Zoho CRM Enterprise so you can take advantage of the full capabilities of the platfo

How to use Zoho CRM?

Zoho CRM is easy to use but if u have any doubt or any trouble figuring out what to do Zoho provides a very good tutorial on the Zoho site to get you started 

What is Zoho CRM activities?

In Zoho CRM, the Activities module is where you can create and associate business tasks, events and calls. Each activity has vital information on the date, time, priority level and notification parameters that can even be accessible from within the record it is associated to.
Does Zoho CRM record calls?
No. Calls are not recorded in Zoho CRM by default. However, you have an option to request a call recording. In the Twilio Configuration page, click Edit next to the phone number you have added.
How do I assign a task in Zoho CRM?

  1. Click on the Activities module in the toolbar.
  2. Click New Task.
  3. Specify the details of your task, including title, linked records, due date, priority, reminder, and assignee.
  4. Click Save.
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