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CRM Reviews : Zoho CRM Review

Zoho CRM is a relative newcomer in the web based CRM market. The company started in 1996 and during the years specialized in the creation of internet applications such as word processing, spreadsheets, document management etc.

What’s rather impressive is that they offer all there basic software free of charge and their business applications are extremely affordable (Zoho CRM is even free up to 3 users). Zoho provides the following business applications: Zoho Projects, Zoho CRM, Zoho Invoice, Zoho Meeting, Zoho Creator, Zoho DB & Reports, Zoho People and Zoho Business.

So, pricing for the ondemand CRM solution is as said before free up to 3 users. From the 4th user onwards, the license fee is $12 per month. There is also an Enterprise edition which costs $25/month. The main difference is the security model which is much more advanced in the Enterprise Edition. There is also more storage available.

Main capabilities which are supported are Sales Force Automation, Marketing Automation, Customer Support & Service, Inventory Management, Reports & Dashboard, Workflow Management, Role Based Security. There is also an outlook plugin available (remember there is an additional cost of $3 per month per user to use it).

I tried the online demo which is directly available from their website. There are seperate demo’s available depending on the role: Sales Manager, Marketing Manager, Support manager, Inventory manager and CRM administrator.

The web CRM software is really snappy and easy-to-use. The looks are not that great, but I guess it is a matter of taste. The homepage features a task list and provides quick access to some core functionalities (such as the creation of leads, accounts, contacts, prospects, products, price books, tasks and events). There also some dashboards which can be changed according to personal preferences.

The ondemand CRM solution according to the review, follows a rather standard layout with the main functionalities on the top navigation bar and the detailed functionalities on the left navigation bar. I found the recent items widget quite handy as well as the quick create widget.

So, this was already a first Zoho CRM Review. A more in-depth review will follow.

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2 Responses to “CRM Reviews : Zoho CRM Review”

  1. Zoho, never heard of them, I should check them out and see how their crm system works.. Web-based crm systems are getting popular despite the issues we’ve seen recently and its good to have some good ones out there that will offer such great functions such as: marketing automation, lead capture, email capture, automated emailing.. Good review.

  2. Hi

    I did use their online invoicing application. Must admit it was not up to the mark as one associates quality with zoho. Nevertheless, I have recently switched to http://www.invoicera.com/ and I am satisfied with them for the moment.

    Thanks
    Claud

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