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Zoho CRM strives to deliver an enterprise-ready package to customers large and small. The tool is designed to provide teams with all of the context they need to make successful sales and build the best customer relationships. It has multi-channel support so you can manage all of the communications with potential customers in a single place.

Zoho CRM is a particularly good solution for teams in the US and the EU, because they have data centers in both of these locations and the user can choose the jurisdiction in which the CRM infrastructure will be administered.

Main features of Zoho CRM include:

  • Reaching customers through multiple channels
  • Gamification
  • Advanced CRM analytics, including pre-made templates and custom reports
  • Workflow automation
  • Ability to blueprint sales processes
  • Mobile editions for iPad, iPhone, and Android with the Sales App
  • The Zoho Marketplace, with a host of integrations for third-party apps
  • Lead and opportunity management

The gamification of the sale process is a particularly interesting feature for startups, especially those that hope to grow quickly through sales. Gamification motivates sales in a unique way. Teams can turn routine tasks into contests, earn badges and trophies for daily activities, and set goals around points that team members accrue from certain activities. Anyone can initiate a game with a fellow team member at any time. All of the games encourage team members' best work, so they're productive as well as entertaining.

In addition to this unique and compelling feature, features of Zoho CRM that may be particularly helpful for startups include:

  • The ability to incorporate social media into the sales process
  • Real-time notifications about activities that customers and prospects engage in
  • Pre-built and customizable KPIs

Zoho CRM is extremely affordable for startup teams on a budget. Each increasingly expensive plan includes more functionality for the user. The Standard Plan starts at $12/user/month, billed annually, for 100,000 records. The Professional plan is $20/user/month, billed annually, and includes unlimited records. Their Enterprise plan, for $35/user/month, billed annually, is their most popular plan. Teams with extensive storage and customization needs can opt for the Ultimate plan, which is $100/user/month, billed annually.

Zoho CRM makes it a point to emphasize that they are enterprise ready. Enterprise features include IP restrictions, two-factor authentication, audit logs, and customizable user permissions.

Yet, because Zoho CRM is also among the cheaper of the CRM startup solutions, it is a good choice for small teams that want to try a unique process for sales and customer management.

Perspectives on Zoho CRM

Case Studies

Vendor Information


Further Reading

  • BaseResources about Base CRM, an all-in-one sales platform including lead tracking, sales management, customer management, and more.
  • Close.ioResources about Close.io, the inside sales CRM of choice for startups and SMBs that keeps track of all sales activities including Calls, emails, reminders and tasks.
  • Nimble CRMResources about Nimble CRM, a sales automation and social CRM solution for small and midsize businesses that automatically populates rich customer profiles and interaction histories from contact lists, email conversations and social media activity.
  • PipeDriveResources about PipeDrive - a sales management tool designed to help small sales teams manage intricate or lengthy sales processes.
  • PipelineDealsResources about PipelineDeals, a CRM software solution that can gain access to profiles that contain all of the activities, people, documents, and events related to a single deal.
  • ProsperWorksResources about ProsperWorks  CRM, a cloud-based, cross-platform CRM that integrates with Gmail, Google Drive and the rest of the Google Apps suite.
  • SalesforceIQ - formerly RelateIQResources about SalesforceIQ (formerly RelateIQ), a subsidiary of Salesforce. SalesforceIQ is a relationship intelligence platform that combines data from email systems, smartphone calls, and appointments to augment or replace standard relationship management tools or database solutions.
  • SalesnetResources about Salesnet CRM, a flexible and configurable CRM solution, including sales management tools, marketing tools, and more.
  • StreakResources about Streak CRM for Gmail, which can be used for CRM, sales, email support, hiring, product management, fundraising, event planning, and more.
  • Zoho CRMResources about Zoho CRM, an online customer relationship management software for managing sales, marketing and support in a single system.

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