VIDEO: Zoho CRM Review: What Is It, Key Features, Pros And Cons, And More

zoho crm is a customer relationship management tool that comes with a number of different features to help businesses close more deals in a shorter amount of time if you're in the market for a crm solution you'll want to consider zoho crm but if you're just starting your search we can help use our product selection tool at technologyadvice.com to get a free list of crm software recommendations click the link in the description below to get started zoho crm is a cloud-based crm for companies of all sizes and in all industries the system comes with basic crm features like lead and deal management in addition to more advanced features like a chat bot for your website social listening workflow automation and an ai assistant named zia zoho crm comes in five paid plans and each plan offers a free trial there's also a free edition with limited features for up to three users zoho crm is a sas solution that you can use from a web browser or from the mobile app which is available for both ios and android devices zoho crm comes with multiple features to help you manage customer relationships a crm tool is nothing without lead management and zoho offers a good lead management feature that lets you store lead information enter estimated revenue organized into stages assigned to colleagues and score like other crm tools zoho lets you call and email leads from their record cards and the system displays your contact history with a lead and lets you add tasks and comments thanks to a workflow automation feature you can configure zoho crm to take actions like automatically assigning leads to sales reps based on a leads geographic location you can view leads in different views like list and kanban board and zoho also shows you which pages on your website leads visit as you nurture leads and close deals zoho crm lets you dig into your data through dashboards and analytics the system comes with different charts and reports you can generate and customize to see insights like activity anomalies and leads generated by source you can build customized dashboards to add and arrange these widgets however you like and zoho also comes with simple gamification tools to help colleagues improve on certain metrics through competition one of the standout features of zoho crm is its ai assistant zia similar to other ai assistants like alexa or siri zia can answer simple questions and take notes but it also comes with advanced capabilities like task automation and anomaly detection xia also goes beyond voice interactions the ai will prepare predictive sales forecasts using machine learning to give you a better idea of which leads and deals will result in revenue zia also learns how you use zoho making automation suggestions based on your repeated actions zoho crm is a top-rated tool but it still comes with its pros and cons zoho offers a powerful fully featured sales tool with smart touches like zia that you won't find in every crm the system integrates with multiple third-party software tools like ringcentral google workspace and microsoft 365. the user interface is clean and intuitive and powerful reporting and dashboard features make it easy to identify opportunities for improvement however with a lot of features comes a steep learning curve onboarding new users can take a while especially if they aren't familiar with other zoho products some users have also mentioned limitations with the system's api which can cause some difficulties in switching from another crm to zoho or from zoho to another crm especially when there's a lot of data involved before purchasing a system as large as a crm it's a good idea to get multiple quotes if you're interested in zoho crm we recommend also checking out salesforce hubspot crm monday.com and insightly crm still not sure if zoho crm is right for you use our product selection tool at technologyadvice.com to get a free list of crm software recommendations click the button on the left to get started you

This transcript was generated automatically from the video's captions and may contain errors.