Zoho CRM

Zoho CRM is a customer relationship management (CRM) tool primarily used by small businesses in IT services, marketing, and software. It helps teams manage leads, automate sales workflows, and centralize customer data. Reviewers highlight its affordability and say it allows for helpful email marketing integrations. Some report a steep learning curve. Recent updates include expanded CRM access for non-sales teams and AI-driven analytics and insights.

Zoho CRM belongs to the AI Sales Assistant, Customer Engagement, Customer Experience, Customer Loyalty, Financial CRM, Healthcare CRM, IT Ticketing Systems, Insurance CRM, Nonprofit CRM, Online CRM, Partner Management, Predictive Lead Scoring, Real Estate CRM, Sales Enablement, Sales Force Automation, Sales Forecasting, Sales Performance Management, Sales Tracking, Small Business CRM, Social CRM Tools, Workflow Management, CRM, Collaboration, Construction CRM, Contact Management, Lead Generation, Lead Management, Mac CRM, Marketing Automation, Remote Work, Team Communication category.

Zoho CRM offers features such as AI/Machine Learning, For Sales Teams/Organizations, Lead Management, Meeting Management, Reporting/Analytics, Sales Activity Management, Third-Party Integrations, Activity Dashboard, Alerts/Notifications, Communication Management, Customer History, Engagement Tracking, Live Chat, Multi-Channel Communication, Customizable Fields, Customizable Forms, Customizable Templates, Feedback Management, Negative Feedback Management, Real-Time Notifications, Survey/Poll Management, Surveys & Feedback, Campaign Management, Loyalty Program, Multi-Channel Marketing, Referral Tracking, Rewards Management, Client Management, Contact Management, Customer Database, Data Import/Export, Document Management, Email Marketing, Pipeline Management, Appointment Management, Marketing Automation, Mobile Access, Reminders, Alerts/Escalation, Help Desk Management, Prioritization, Task Management, Lead Capture, Quotes/Estimates, Sales Pipeline Management, Donor Management, Social Media Integration, Calendar Management, Email Management, Lead Qualification, Workflow Management, Access Controls/Permissions, Channel Management, Content Management, Customizable Branding, Lead Distribution, Performance Metrics, Predictive Analytics, Client/Property Matching, Contact Database, Collaboration Tools, Content Library, Performance Management, Real-Time Data, Budgeting/Forecasting, Customizable Reports, Data Visualization, Forecasting, Incentive Management, Sales Planning, Training Management, User Management, Interaction Tracking, Search/Filter, Calendar/Reminder System, Document Storage, Segmentation, Territory Management, Customer Support, Social Media Monitoring, Business Process Automation, Workflow Configuration, CRM, Project Management, Project Tracking, Scheduling, Lead Segmentation, Sales Reports, Campaign Analytics, Landing Pages/Web Forms.

Yes, Zoho CRM offers a free trial.