When it comes to choosing a CRM for your small business, the options can be overwhelming. There are so many different providers, all with different features and price points. How do you know which one is right for you?
In this article we'll discuss the following:
What is Zoho and what features does it offer?
Zoho is a customer relationship management (CRM) platform that helps small businesses better manage their contacts and relationships. It's free to use, with expanded feature sets available at various price points.
Zoho can be used to track customer data like addresses, phone numbers and emails; manage tasks with the built-in task manager; set up campaigns, and create customer surveys. It also has free apps for iOS and Android devices, so you can easily track customer interactions on the go.
Some of the best features Zoho offers are:
Automation: Automate processes like customer onboarding, follow-up emails and more to free up time.
Reporting: Create comprehensive reports with an intuitive drag-and-drop report builder.
Integrations: Easily integrate Zoho with other applications such as Outlook, Gmail and QuickBooks.
How much does Zoho cost?
Much like other CRM platforms, Zoho has a free version and several paid plans. The free plan offers basic features like contact management, reporting and automation; however, it does not offer integrations or customer support. If you want to utilize the more advanced features, you can upgrade to one of their paid plans for as little as £16/user per month.
Zoho's monthly and annual costing mean that you can save some money if you consider annual vs monthly billing.
Zoho has four different pricing plans:
Standard (£16/user/month) – Includes advanced automation, integrations and customer support.
Professional (£28/user/month) – Includes customer segmentation and customizations for fields & forms.
Enterprise (£40/user/month) – Includes free premium support and customisations for reports and dashboards.
Ultimate (£52/user/month) – Includes free premium support, customisations for reports and dashboards, plus advanced analytics.
These available options mean that you can scale your usage cost depending on the features that you need.
What are your thoughts on the pricing of Zoho CRM?
- It's a great value for the money
- It's too expensive
- I'm not sure
The standard edition of Zoho gives businesses access to a variety of features needed to manage customer relationships, including lead and contact management, email integration and more. The higher plans offer even more customization options, allowing businesses to tailor their CRM platform to better serve their needs.
At £28/user/month, the professional side of Zoho gives businesses access to more advanced features such as segmentation, customizations for fields and forms, a recommendations engine and much more.
Sitting at £40/user/month, the enterprise edition of Zoho gives businesses free premium support and customizations for reports and dashboards. This plan is perfect for businesses that need to take their customer relationships to the next level.
Finally, Zoho's ultimate edition sits at £52/user/month and comes with free premium support as well as advanced analytics features. It’s perfect for businesses that need a comprehensive customer relationship management platform.
Zoho's cost per user is broken down.
As with many CRM's, Zoho 's cost is based on the number of users. Generally, if your business has fewer than five users, you should opt for the Professional plan as it offers better value than the Standard plan. If your business has more than five users, you can go with either the Enterprise or Ultimate edition depending on what features you need.
Ultimately, the pricing is built on the scale of the business and its needs. There is no one-size-fits-all solution when it comes to Zoho, but there are pricing options that can be tailored to fit your budget.
So should you start with a small team that uses Zoho, you can easily build up as your needs increase without breaking the bank. As your business grows, you can upgrade to more feature-rich plans that allow you to take advantage of Zoho's comprehensive CRM platform.
Who is Zoho CRM meant for?
Zoho caters to a variety of businesses, ranging from small startups to large enterprises. It is a great tool for companies looking to increase customer engagement and loyalty, as well as manage their relationship data in one place.
Zoho can be broken down in its use for different departments like sales, customer support and marketing. And for those looking to get started with Zoho, there is a free version that offers basic features to help businesses get up and running quickly.
For sales, Zoho can represent an integrated platform for managing leads, contacts and deals. It also offers detailed reporting capabilities to help teams track performance, measure their ROI and stay on top of important metrics.
For customer support, Zoho can help teams manage requests with its ticketing system and provide quick resolutions through its self-service portal. And the analytics features in Zoho can help teams understand customer behaviour and create better experiences.
The marketing team can use Zoho to automate campaigns, target customers with personalized messages, track user engagement and measure ROI.
What free trial options are available?
Zoho offers an amazing free trial that allows businesses to try out the features of its CRM platform for 14 days, absolutely free. This is a great way to get started with Zoho and experience all the benefits of its customer relationship management platform without any upfront costs.
With the free trial, businesses can start using Zoho's comprehensive set of features such as segmentation, customizations for fields and forms, a recommendations engine and more.
Should businesses feel confident in using Zoho and decide to upgrade, they can easily do so while still taking advantage of the free trial.
Zoho CRM General FAQ
Here are some of the most frequently asked questions about Zoho CRM:
Can I cancel my Zoho subscription anytime?
Yes, you can unsubscribe from the Professional Edition at any time. However, if you have an Enterprise or Ultimate plan, there is a minimum contract period of one year.
Is Zoho CRM secure?
Yes, Zoho CRM is secured using a combination of encryption and authentication techniques. Data is securely stored in the cloud, with backups taken regularly.
Does Zoho offer training?
Yes, Zoho offers free product training to help customers get up to speed on
Is there a free version of Zoho CRM?
Is Zoho CRM GDPR compliant?
Yes, Zoho is GDPR compliant and has measures in place to help businesses meet the requirements set out by the General Data Protection Regulation (GDPR).
Is Zoho CRM compatible with other applications and services?
Yes, Zoho CRM is easily integrated with other popular applications such as Salesforce, Gmail and Outlook, allowing users to transfer data between multiple programs. It also supports third-party integrations like Zapier which enables additional connections to be made.
What other features does Zoho offer?
Zoho offers a suite of features including customizations, automation, analytics and more. It also has an app marketplace where businesses can find additional add-ons to complement the existing platform.
In conclusion, Zoho offers a comprehensive suite of features for managing customer relationships, with plans to suit businesses of any size. It is secure, easy to use and offers integrations with other applications and services.
Furthermore, its free trial provides a great opportunity to try out the platform without any upfront costs or commitments. With all these benefits in mind, it's no wonder why businesses are turning to Zoho for a better CRM solution.
If you need help integrating Zoho CRM into your business, book a consultation with us today: