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  • Writer's pictureFrances Blackie

Should a Small Business Owner Use Zoho CRM?

Updated: Jan 17, 2023

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Choosing the right CRM software for your business can be a daunting task. With so many options on the market, how can you know for sure which one is right for you? If you're a small business owner, you may be wondering if Zoho CRM is the right choice for you.

In this article, we will explain the following topics:

Is Zoho a good fit for your business?

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Zoho offers a wide range of business solutions, but it can be particularly beneficial for small business owners. It's easy to understand and simple to use, it's extremely customisable and relatively inexpensive compared to other CRM options on the market.

Moreover, Zoho has been designed with the intention of standardising and streamlining business processes. It can help you manage the sales process, keep track of customer information, and automate many aspects of operational processes. All these features are crucial for small business owners who want to maximize their ROI and get a better understanding of their business and their customers.

Other features you should be aware of that Zoho provides is:

  • Customisable business processes

  • Collaboration tools to help you and your team stay organised and connected

  • Reporting dashboards for tracking business performance

  • Automated marketing campaigns

Zoho can help business owners and their teams streamline business processes, keep customer data organized, and increase sales from new or existing customers.

What business processes can Zoho help with?

Zoho CRM can simplify business processes in virtually any industry, allowing you to manage customer relationships more effectively. It can also help you streamline your sales process, track and manage leads, and create automated follow-up sequences.

The reporting tools are excellent for business owners who want to get a better understanding of their business performance. You can use the data from these reports to help make well-informed business decisions.

Some of the best examples of how you can boost business processes with Zoho are:

• Streamlined sales process

• Accurate lead tracking and management

• Advanced customer support

• Powerful reporting dashboards

Others may also include customer segmentation, customer onboarding, and integration with third-party apps.

How easy is it to set up and use Zoho?

The short answer to this is that it depends. It depends on the complexity of your operational processes, the state of your data and what you are trying to achieve. Setting up the basic framework is pretty simple. Once you've signed up for an account, defined your user profiles and determined the access levels you'd like each member of your team to have, you're ready to get started.

However if you are looking for a completely customised solution that meets the exact requirements of your business and want to truly maximise the value of the softwares capabilities, you'll probably need a bit of help from a Zoho Partner like FWRD.

Zoho is cloud-based, so your data is always up to date across all devices and accessible from anywhere – even on the go. And since it's cloud based, you don't need to install any software or hardware, making it easy for you and your team to get started quickly.

The user interface is intuitive and easy to understand, reducing the training time required to learn how to use it. Additionally, FWRD offers customer support if you have any questions or issues while using the software. No lock in contracts or minimum retainers, just on-demand support as and when you need it.

Our team at FWRD work with Zoho day in and day out putting us in the best position to help you get setup with Zoho and guide you through the learning process.

What are some of the best Zoho tips and tricks for small businesses?

Here are some of our favourite tips and tricks that small business owners can use to get the most out of their Zoho CRM:

  • Utilize custom fields - custom fields allow you to collect certain data about each customer that is specifically relevant to your business. This will help you track crucial details like customer preferences, purchase history, and more.

  • Utilize custom tags - tagging allows you to categorize contacts by different criteria making it easy to segment and filter your customers according to very specific parameters. This is exceptionally useful when it comes to marketing to sub-sections of your database

  • Make use of automation - there are many ways you can utilise automation to save time and resources, allowing your team to focus on more important activities. This includes automating follow up tasks, emails, notifications, and data updates based on logic that is specific to your business processes

  • Integrations - manually transferring data from one software application to another is reported to us as being one of the biggest time saps in a business. Zoho is known to be very integration friendly with hundreds of integration options already available in the marketplace. We have a number of integration specialists on the team at FWRD and spend a lot of time building custom integrations from Zoho into a wide range of software.

We hope this information above equips you with a little more knowledge about the power of Zoho and helps you to make an informed decision when it comes to choosing a cloud-based CRM for your business. Zoho really is an excellent choice and can help you streamline processes, optimise customer relationships, and maximize ROI across all areas of your business.

Does Zoho offer a free trial for SME businesses?

Yes, Zoho offers a free 15-day trial for SME businesses. During the trial period you’ll be able to try out all of the features provided by Zoho and decide if it is right for your business. After the trial period expires, you can choose from their different pricing plans or upgrade to their enterprise plan.

Alongside the support that FWRD offer, Zoho’s customer support team is always available to help you with any questions or issues you may have.


Overall, Zoho CRM is an excellent cloud-based solution for businesses looking to streamline their processes and grow their customer base. It's relatively easy to set up and simple to use, has great customer support, and offers a range of features designed to help you get the most out of your customer relationships and convert more of your prospects. With Zoho, you can maximize the existing resources in your team and take your business to the next level of growth and succcess.

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Unknown member
Jun 02, 2023

I recently read your blog and found it to be incredibly informative regarding the initial setup of Zoho CRM for business and small business. The way you explained the process was easy for readers to understand. I am eagerly anticipating reading more of your blog posts in the future.


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