Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho has over 40 in-built app integrations and 500+ third-party extensions to choose from. More than 60 million users worldwide trust Zoho.
Customer Database App is a free CRM system that is easy to use and set up.
Custom fields using the drag and drop editor let you choose what information you keep about your customers. Getting to the customer record has been made quick and easy from wherever you are.
Workflows/stages can be customized for each type of sales pipeline/product you have, these can be used to automate actions such as creating tasks for users, and sending emails from a template with merge fields. Stage changes with the user and date/time are included in the audit history shown on the customer record making it easy for any users to understand what has happened in the past.
Boards give an overview of your currently active sales/product pipelines, if you have multiple users you'll be able to see what each user is working on and if there have been any delays in progressing leads/customers through each stage.
The software contains many of the standard things you'd expect in a CRM including notes, a diary, tasks, document production, file attachments etc.
General setup includes user permissions, date/time formats that can be switched for your location, two-factor authentication, and choosing the colors/icons for your pipelines/stages.
Data can be imported from CSV and the API allows leads to go directly into the CRM from your website/social media.
Zoho CRM is recognized for its robust features and continuous updates, making it a strong contender in the customer relationship management space. Users appreciate its customization options, which allow businesses to tailor the CRM to their specific needs, enhancing usability and effectiveness.
Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.
Based on our record, Zoho CRM seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Another option would be zoho.com/crm. We used this one at a much smaller firm that I worked at (5 attorneys, 3 paralegals, 1 secretary). Source: over 2 years ago
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