Professional
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Enhance Customer Acquisition and Accelerate Growth
Enterprise
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Manage Global CX Operations with the Comprehensive CRM
Ultimate
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Achieve Exponential Growth with Dedicated BI Capabilities
Professional
-
Enhance Customer Acquisition and Accelerate Growth
Enterprise
-
Manage Global CX Operations with the Comprehensive CRM
Ultimate
-
Scale Exponentially with Dedicated BI Capabilities
- Basic modulesManage your complete sales cycle by collecting and centralizing data across relevant stages with these standard Leads, Contacts, Deals, and Accounts modules.
- Tasks, calls, eventsEasily schedule and manage your follow-ups, calls, meetings and other day-to-day sales activities.
- Advanced filtersCut through the clutter and pinpoint the records you need with these advanced search filters.
- Multiple pipelinesEffectively manage multiple sales processes by using distinct sales pipelines to track your opportunities.
- Scoring rulesScore your leads based on their interactions with your business to help your sales team prioritize leads more likely to convert
- Sales forecastingSet your team on the path to long-term success with achievable goals and keep track of how your business performance compares to revenue goals.
- Email insightsTrack performance metrics for all customer-related emails like open rates, time of opening, click rates, and more.
- Multiple currenciesReduce the complexity of working with international vendors and customers with built-in multi-currency support and conversions.
- MacrosPre-define and automate actions like follow-ups, scheduling sales activities, and updating records, all with the click of a button.
- SalesSignalsInteract with customers in real-time with activity notifications across the customer journey.
- Assignment rulesAutomatically send incoming leads and opportunities directly to the appropriate sales reps.
- Multiple scoring rulesUse scoring rules to help your customer facing teams prioritize records that are relevant to their departments.
- Custom SalesSignalsBuild customized signals to capture every aspect of the customer journey and notify the relevant teams in real time.
- Email parsersCapture lead information from emails and add it to your CRM so your teams can focus on following a up rather than manually updating customer records.
- Data entry wizardsMake updating customer information easier, reduce errors, and improve data quality with sequential forms.
- PortalsMake collaboration with customers, partners, and vendors easier—use portals to grant access to relevant information in your CRM.
- Workflow rulesHelp your sales team focus on sales by automating their day-to-day activities with workflows.
- Email notificationsStay on top of your emails with real-time notifications on opens, clicks, and replies.
- BlueprintEffectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage.
- WebhooksUse webhooks to easily loop third-party apps into your sales operations to enhance overall customer experience.
- Record approval processGet important records approved by the right people to ensure accountability.
- Data review processKeep your data clean by reviewing and verifying information coming into your CRM
- Custom functionsBuild low-code workflows that automate your enterprise operations across all different apps in your tech stack.
- CommandCenterBuild, manage, and improve end-to-end customer journeys while delivering personalized experiences.
- Workflow rulesHelp your sales team focus on sales by automating their day-to-day activities with workflows.
- Email notificationsStay on top of your emails with real-time notifications on opens, clicks, and replies.
- BlueprintEffectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage.
- WebhooksUse webhooks to easily loop third-party apps into your sales operations to enhance overall customer experience.
- Record approval processGet important records approved by the right people to ensure accountability.
- Data review processKeep your data clean by reviewing and verifying information coming into your CRM
- Custom functionsBuild low-code workflows that automate your enterprise operations across all different apps in your tech stack.
- CommandCenterBuild, manage, and improve end-to-end customer journeys while delivering personalized experiences.
- Workflow rulesHelp your sales team focus on sales by automating their day-to-day activities with workflows.
- Email notificationsStay on top of your emails with real-time notifications on opens, clicks, and replies.
- BlueprintEffectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage.
- WebhooksUse webhooks to easily loop third-party apps into your sales operations to enhance overall customer experience.
- Record approval processGet important records approved by the right people to ensure accountability.
- Data review processKeep your data clean by reviewing and verifying information coming into your CRM
- Custom functionsBuild low-code workflows that automate your enterprise operations across all different apps in your tech stack.
- CommandCenterBuild, manage, and improve end-to-end customer journeys while delivering personalized experiences.
- Workflow rulesHelp your sales team focus on sales by automating their day-to-day activities with workflows.
- Email notificationsStay on top of your emails with real-time notifications on opens, clicks, and replies.
- BlueprintEffectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage.
- WebhooksUse webhooks to easily loop third-party apps into your sales operations to enhance overall customer experience.
- Record approval processGet important records approved by the right people to ensure accountability.
- Data review processKeep your data clean by reviewing and verifying information coming into your CRM
- Custom functionsBuild low-code workflows that automate your enterprise operations across all different apps in your tech stack.
- CommandCenterBuild, manage, and improve end-to-end customer journeys while delivering personalized experiences.
- Workflow rulesHelp your sales team focus on sales by automating their day-to-day activities with workflows.
- Email notificationsStay on top of your emails with real-time notifications on opens, clicks, and replies.
- BlueprintEffectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage.
- WebhooksUse webhooks to easily loop third-party apps into your sales operations to enhance overall customer experience.
- Record approval processGet important records approved by the right people to ensure accountability.
- Data review processKeep your data clean by reviewing and verifying information coming into your CRM
- Custom functionsBuild low-code workflows that automate your enterprise operations across all different apps in your tech stack.
- CommandCenterBuild, manage, and improve end-to-end customer journeys while delivering personalized experiences.
- Workflow rulesHelp your sales team focus on sales by automating their day-to-day activities with workflows.
- Email notificationsStay on top of your emails with real-time notifications on opens, clicks, and replies.
- BlueprintEffectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage.
- WebhooksUse webhooks to easily loop third-party apps into your sales operations to enhance overall customer experience.
- Record approval processGet important records approved by the right people to ensure accountability.
- Data review processKeep your data clean by reviewing and verifying information coming into your CRM
- Custom functionsBuild low-code workflows that automate your enterprise operations across all different apps in your tech stack.
- CommandCenterBuild, manage, and improve end-to-end customer journeys while delivering personalized experiences.
- Workflow rulesHelp your sales team focus on sales by automating their day-to-day activities with workflows.
- Email notificationsStay on top of your emails with real-time notifications on opens, clicks, and replies.
- BlueprintEffectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage.
- WebhooksUse webhooks to easily loop third-party apps into your sales operations to enhance overall customer experience.
- Record approval processGet important records approved by the right people to ensure accountability.
- Data review processKeep your data clean by reviewing and verifying information coming into your CRM
- Custom functionsBuild low-code workflows that automate your enterprise operations across all different apps in your tech stack.
- CommandCenterBuild, manage, and improve end-to-end customer journeys while delivering personalized experiences.
A straightforward CRM designed for small businesses to efficiently handle sales and customer operations.
Ideal for businesses seeking a comprehensive CX solution to tackle challenges in sales, marketing, and customer service.
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Our business has experienced significant growth over the past few years. Zoho has enhanced our internal information sharing and productivity by 15 to 25%. The platform continuously evolves, adapting and expanding with features that provide real value to our business. It has been an ideal partnership, allowing us to embrace new ideas and concepts, creating an interconnected ecosystem of apps that function seamlessly within our operations.
Paul Grimes Chief Operating Officer, Lubrication Engineers -
The migration process was quicker than anticipated. Zoho's user-friendliness surpasses that of Salesforce. We achieved about 99% of the customizations we desired at a much lower cost compared to Salesforce. The Blueprint feature, in particular, offers an intuitive user interface that simplifies data capture for our front-line teams, addressing a challenge we faced with Salesforce.
Deepak Ramkrishna Head of Marketing & Communications, Marathon Realty -
We chose Zoho mainly for its extensive range of products and cost-efficiency. Our priority was to find a provider with a comprehensive suite of advanced offerings. When we need to make changes in Zoho CRM, the technology is so well-developed that it becomes a straightforward task.
Ryan King Senior Director of Global Strategy, Shiji -
Zoho CRM serves as the central hub of our company, storing all our vital information. Our executives can independently create workflows and custom functions. This tool is extremely beneficial, allowing us to rapidly implement new initiatives. Additionally, Zoho's competitive pricing positively impacts our EBITDA, contributing to our overall success.
Aurian De Maupeou Co-Founder, Selectra
Join over 250,000
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Frequently Asked Questions
Can I get a demo of Zoho CRM?
Yes, we would be delighted to provide a demonstration of Zoho CRM via web conference at your convenience. The demo lasts for one hour. To schedule your personal session, please contact info@scalarly.com.
Is my data safe?
We are committed to ensuring the safety and security of your data. Our facilities are equipped with rigorous 24/7/365 security measures, including video monitoring, biometric access, and advanced fire, flood, and theft detection systems. Our network security system uses the latest encryption and intrusion detection and prevention technologies. Learn more about Zoho's data protection measures.
What types of payment do you accept?
We accept Visa, MasterCard, American Express, and PayPal. Additionally, we accept bank transfers or check transfers for yearly subscriptions. For more details, please contact info@scalarly.com.
Does Zoho CRM support multiple languages?
Yes, we support 28 languages: Arabic, English (US), English (UK), Bulgarian, Bahasa Indonesian, Chinese (Simplified), Chinese (Traditional), Croatian (Hrvatski), Czech, Dutch (Nederland), Danish, French, German (Deutsch), Hungarian (Magyar), Hindi, Italian (Italy), Japanese, Polish, Portuguese (Brazil), Portuguese (Portugal), Russian, Spanish (Español), Swedish (Svenska), Thai, Turkish, Vietnamese, Korean, and Hebrew.
How flexible are your contracts?
You are not tied to any contracts or commitments. Zoho CRM operates on a pay-as-you-go basis (monthly or yearly), allowing you to adjust your plan whenever necessary.
Can I switch plans?
Absolutely! Simply log in to Zoho CRM, click the Upgrade link on the Home page, and follow the instructions on the Subscription page to change your plan.
How do you support businesses signing up for Zoho CRM?
Customers of our paid editions automatically receive access to our Classic support. Additionally, you can opt for one of our paid support plans, which offer faster responses, 24/7 support, dedicated onboarding, and more. Explore support plans
Do you provide any assistance in getting Zoho CRM set up and running for our business?
Yes, we offer comprehensive services that cover everything from requirement gathering to setup and onboarding. We have dedicated programs for SMEs and Enterprises to effectively address different needs and requirements.
Does Zoho CRM have a free edition?
Yes, Zoho CRM offers a free edition that supports up to 3 users and includes essential features like leads, documents, and mobile apps, making it perfect for home businesses. Get started here
Have more questions?
You can reach us instantly through live chat (24x5) or by emailing us at info@scalarly.com