Zoho CRM: Complete Guide to CRM for the Sales Pipeline

What is Zoho CRM

Zoho CRM (https://www.zoho.com/crm/) is an integrated cloud-based customer relationship management platform suitable for companies and industries of all types and sizes.

In this post, we provide an overview of the features offered by Zoho CRM, its pricing and more.

Zoho CRM homepage

How Zoho CRM works

Zoho CRM features

Zoho has an extensive list of features. Here are the main ones. The full list of features is available on the official website: https://www.zoho.com/crm/features.html.

Sales Force Automation

Zoho CRM Sales Force Automation

The sales force automation suite (https://www.zoho.com/crm/sales-force-automation.html?src=dd) consists of several features designed to help you generate, organize and manage your leads effectively. It gives you the ability to take a holistic view of your lead management process and not only keep track of your leads, but also keep an eye on how these leads are nurtured with lead assignment rules.

Lead Generation Automation

Zoho CRM allows you to automate lead generation from multiple sources such as chat, social media, websites and trade shows. With lead scoring, you can distribute leads to the right reps and easily ensure you don't miss any quality leads.

Deal Management

Zoho CRM Deal Management

Deal management (https://www.zoho.com/crm/deal-management.html?src=ftrs) is about prioritizing, tracking and monitoring the offerings in your sales pipeline. Zoho's CRM bid management software provides everything you need to manage your bids.

This function allows you to:

  • Analyze activities and opportunities from past agreements
  • Increase up-selling and cross-selling opportunities
  • Provide detailed information about your offers

Contact Management

Zoho CRM Contact Management

The contact management module (https://www.zoho.com/crm/contact-management.html?src=ftrs) helps you communicate across channels. You can manage and engage visitors and prospects through live chats, potential calls and emails, track every interaction and communication and get detailed campaign insights by analyzing open rates.

Workflow Automation

Zoho CRM Workflow Automation

With Zoho CRM, you can automate routine tasks and save time. L'workflow automation (https://www.zoho.com/crm/workflow-rules.html?src=ftrs) allows you to automate all operational and data entry tasks such as sending email notifications, creating tasks, updating files and more .

In essence, you can:

  • Automate the sales routine;
  • Create multiple rules in a single workflow;
  • Analyze the performance of your workflow automation with an AI-based assistant.

Multichannel Sales CRM

Zoho CRM offers a viable omnichannel solution that allows you to manage everything in one place and connect with your customers across multiple channels.

It is a feature that supports almost all types of channels, such as email, phone, social media, live chat, web forms, web conferencing, real-time notifications and more.


Zoho CRM Email

Zoho CRM allows you to connect with your customers and send emails (https://www.zoho.com/crm/email.html?src=ftrs). You can get detailed reports on emails and email templates to track bounce rates (such as soft boubd and hard bounce) and click-through rates and receive real-time notifications.


Zoho CRM Phone

The phone function (https://www.zoho.com/crm/telephony.html?src=ftrs) allows you to integrate your calls and sales. Zoho integrates with over 50 phone partners so you can make calls, record them view customer information in one place.

Social Media

Zoho CRM Social Media

Zoho CRM allows you to connect all your social media profiles, such as Facebook, Twitter, Instagram and LinkedIn. (https://www.zoho.com/crm/social.html?src=ftrs). You can:

  • respond in real time to posts and set up automatic lead generation to save new contacts in your CRM database
  • add leads from social media to your CRM
  • Track customers' social media interactions within CRM
  • manage and publish to your social media accounts from your CRM


Zoho CRM allows you to embed a live chat on your site or connect your chat tools to it. The support team provides immediate and personal assistance to help you increase conversions.

Marketing Automation

Zoho CRM Marketing Automation

Marketing Automation (https://www.zoho.com/crm/marketing-automation.html?src=ftrs) allows you to run automated workflows to align marketing and sales.

Customer Segmentation

Zoho CRM Marketing Automation

With Zoho CRM, you can segment customers based on their regions, requirements, lead source and preferences. With segmentation (https://www.zoho.com/crm/customer-segmentation.html?src=ma-hub), you can easily send campaigns tailored to your audience. 

Lead Nurturing

Zoho CRM Marketing Automation

This function (https://www.zoho.com/crm/lead-nurturing.html?src=ma-hub) helps you manage leads and convert them into offers. It also ensures you are updated with every lead you generate.

Event Management

Zoho CRM Event Management

The event management function (https://www.zoho.com/crm/event-management.html?src=ftrs) gives you the opportunity to manage your events and translate them into sales. You can contact attendees with invitations and follow-ups and organize meetings within the CRM.

Each interaction will be saved automatically so you have a clear timeline of your communications.


Zoho CRM Campaigns

Zoho helps you keep your contacts engaged from your very first email contact (https://www.zoho.com/campaigns/?src=top-header&ireft=CRM). Zoho offers customizable templates for inviting potential customers. You can schedule reminder emails before the event, receive follow-ups, and track email open rates and clicks.

Analytics & Reporting

Zoho CRM Analytics & Reports

Zoho CRM provides in-depth CRM analytics for detailed activity information and email analytics (https://www.zoho.com/crm/analytics.html?src=ftrs). Essentially, you can manage and monitor every aspect of your sales cycle.

Based on the data, you can make decisions with customizable reports and enhance your sales process with actionable data intelligence.

Mobile App

Zoho CRM Mobile app

Zoho CRM offers a full-featured mobile app for both Android and iOS (https://www.zoho.com/crm/mobile/?src=ftrs).

Using the mobile app, you can access relevant information, connect with customers, and manage everything on the go.

Benefits of Zoho CRM

We list below the main benefits of Zoho CRM:

  • Flexible pricing
  • Ease of use
  • Full list of objectives and reports
  • Integration with Google and other software
  • Social media data analysis


Zoho CRM was created to integrate with apps and tools (https://www.zoho.com/it/crm/integrations.html) as Leadfeeder, Mailchimp, ActiveCampaign, GetResponse, Zapier.

Zoho CRM integrations

Opinions and reviews on Zoho CRM

Over 250,000 companies worldwide rely on Zoho CRM. You can read user testimonials at this page of the official website: https://www.zoho.com/crm/customers/testimonials.html?src=crm-header

Zoho CRM opinions

Zoho CRM Pricing

There are several pricing plan options that make Zoho CRM accessible to all companies (https://www.zoho.com/crm/zohocrm-pricing.html).

Zoho CRM prices

The free plan Is available for up to three users. Anything past that puts you in the next price range. With the free version, you get lead, contact and account management features, as well as reports and analytics.

The paid plans are:

  • Standard, at €20 per month per user;
  • Professional, at €35 per month per user;
  • Enterprise, at €50 per month per user;
  • Ultimate Planat €65 per month per user.

Choosing the annual payment can save you up to 34%.

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