However, setting up pipelines is not a simple process you’ll need to dig around in the setup settings, which isn’t very intuitive. Your sales team can move deals around using drag and drop technology.Įvery business’s sales process is different, meaning you’ll want to edit the pipeline stages. List, kanban and canvas view are available. The platform can be slow to load and complete tasks.
There are also various items (live chat, reminders, etc.) at the bottom of the screen, but these are so tiny you can hardly see them. The two menus, which run down the left side and along the top, are a lot to process. Zoho CRM’s interface design isn’t the most user-friendly. Paid plans start from $20 a month per user and go up incrementally depending on the features you require.
ZOHO CRM SOFTWARE REVIEWS FOR FREE
The fact that you can have up to three users for free and set up marketing campaigns and workflow automation for leads, deals, and tasks, makes this CRM software pretty attractive for small businesses. So let’s see how this CRM software performs in our detailed Zoho review. In fact, the new players tend to have better-designed tools (sorry Constant Contact and AWeber!). In our experience reviewing email marketing tools, this is usually not the case.
On the scene since 2005, this is a well-seasoned player in the CRM (customer relationship management) world, so we wanted to see if age and experience necessarily mean a better product. Yep, you heard right! In fact, in light of the farming initiative’s success, it's led Zoho to open rural offices in India, Mexico, Japan, and Canada.Ĭould this spark a new trend for companies who can’t afford to pay extortionately high rents downtown, and promote a greener way of living? And have these fresh surroundings had any impact on the product in question: Zoho CRM? Considering its ‘corporation’ status, you’ll probably be as shocked as I was to hear that Zoho turned its Austin headquarters into a fully functioning farm last year!