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Zoho CRM

Table of Contents
Introduction

Building a solid customer base is not difficult, especially if your product or service is in demand. However, maintaining the relationship you have with your customers is key to the success of your business. Lucky for businesses, customer relationship management (CRM) has been automated, making it easier to keep customers happy.

One of the best CRM platforms for small to medium-sized enterprises (SMEs) in the world is Zoho CRM. Zoho offers a range of tools and solutions built to help businesses with CRM. The solutions range from customer engagement tools for various channels, business intelligence (BI) capabilities and artificial intelligence (AI) supported tools for e-mail creation and marketing.

The platform also lets you map your business processes into the system using blueprints, approvals and command centres.

Zoho Bigin

For small businesses, Zoho Bigin is the best for CRM. The Zoho Bigin platform allows you to easily manage the relationship with your customers with features such as support tickets, customer onboarding and order delivery receipts.

Additionally, Zoho Bigin can easily replace your old CRM tools. It also has a 15-day free trial so business owners can see its full potential without paying.

Main Features

Omnichannel: Converse with your customers and potential customers.

Analytics: Measure the performance of every sales activity and break quotas into achievable targets.

Sales Enablement: Generate price quotes and access sales scripts.

Zoho Zia: Zia is an artificial intelligence (AI) that can help you manage your CRM data.

Marketing Automation: Generate new leads, execute targeted e-mail marketing campaigns and get insights into ad spending to sales revenue.

 

Pricing

Zoho CRM 

Standard plan – R 270 p/m per user

  • Mass e-mail
  • Custom modules
  • Workflows
  • Cadences
  • Sales forecasting
  • Lookup fields
  • Canvas
  • Office 365 integration
  • Zoho marketplace

Professional Plan – R450 p/m per user

Includes everything in the Standard plan plus:

  • Blueprint
  • CPQ
  • SalesSignals
  • Inventory management
  • Webhooks
  • Assignment rules
  • Validation rules
  • Kiosk studio
  • Google Ads integration

Enterprise Plan – R 675 p/m per user

Includes everything in the Professional plan plus:

  • Access to Zia- AI assistant
  • Territory management
  • Custom functions
  • Journey orchestration
  • Multi-user portals
  • Page layouts
  • Client scripts
  • Approval process
  • Sandbox

Ultimate Plan – R825 p/m per user

Includes everything in the Enterprise plan, plus:

  • Enhanced feature limits
  • Extended AI capabilities
  • Advanced customisation
  • Data preparation
  • Augmented analytics
  • Data storytelling
  • Unified business insights
  • Advanced administration

All Zoho CRM plans have a free trial.

Zoho Bigin 

Free plan – R 0 (single user)

  • Single Pipeline
  • 500 Records
  • Contacts, Products & Activities Management
  • Automation (3)
  • Built-in Phone
  • Third-party Phone Integration
  • Standard Dashboard – Charts & KPIs
  • Developer APIs
  • Zapier, Zoho Desk, Zoho Campaigns, and Zoho Forms Integration
  • Apps for iOS, iPadOS, Android and macOS

Express plan – R 135 p/m per user

Includes everything in the Free plan, plus:

  • Team Pipelines (3)
  • 50 000 Records
  • Email & WhatsApp Business Integration
  • Automations (30)
  • Mass emails with email insights
  • No-code forms for contacts & pipelines
  • Customizable dashboards with charts and KPIs
  • 10 custom fields/module
  • Zoho Books, Invoice and Zoho Meeting Integration
  • Google Workspace, Microsoft 365, Teams, Zoom Meeting, Mailchimp and X integration
  • Facebook, Instagram, LinkedIn, TikTok Leads Ads Integration

Premier plan – R 225 p/m per user

Includes everything in Express plan plus:

  • Team Pipelines (5)
  • 100 000 Records
  • Advanced field types
  • Advanced Automation (50)
  • Payment Links
  • Stage Transition Rules
  • Global selling with multiple currencies
  • Customizable Dashboards – Target Meter
  • 25 custom fields per module
  • Cleanup Duplicates

Bigin 360 – R 315 p/m per user

Includes everything in the Premier plan, plus:

  • Team Pipelines (15)
  • 1 Million Records
  • E-mail-In pre-installed with 5 aliases
  • Advanced Automation Rules (100)
  • File Cabinet pre-installed with 5 GB storage
  • 50 custom fields/module
  • 1000 mass e-mails/day
  • Highest limits for features
Pros and Cons

Pros

Easy to navigate for small businesses.
AI assistant for automation and easy navigation.
Mobile app access.
Has free plan and free trials.

Cons

Can be pricey as tiers go up.
Zoho CRM harder to navigate for small businesses.
FAQs

Yes, Zoho features stringent 24/7 security with video monitoring, biometric access and advanced fire, flood and theft monitoring systems.

Yes, Zoho supports over 20 languages worldwide.

Yes, you can easily switch plans by clicking on the ‘upgrade’ link on the Home Page.

No, you will not need to enter your card details on either Zoho or Zoho Bigin to start a free trial.

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