Cloud software for [growing] businesses

Zoho CRM

Since 2005, Zoho Corporation has been steadily carving its own niche in the CRM software market with Zoho CRM, the CRM component of its Zoho Office Suite.1 The system’s position as a solution marketed primarily towards startups and small to medium businesses is highly evident in its pricing; not only is it cheaper than market leader Salesforce.com’s Sales Cloud, it also has an entry-level free version for up to three users.

The free version

This free version is Zoho CRM’s biggest draw. Although less feature-rich compared to the paid versions, the free edition of Zoho CRM still comes with lead and contact management, email marketing, web forms, customer support, and social media integration.

The free version, however, is crippled in terms of record and file storage limits. It can only support up to 5,000 records and has a 256MB file storage limit per organization,2 meaning three users will either have to make do with the shared 256MB storage size or employ third-party online file storage solutions such as Dropbox or Box.com.

Other features missing from the free version are the Zoho Mail add-on, integration with Quickbooks, and plugins for Microsoft Outlook and Office.

The paid versions

Zoho CRM’s paid versions currently come in three different editions — Standard, Professional, and Enterprise.3 The Enterprise edition is the most feature-rich, but it also comes with the highest price tag of the three.

Additional features found in the paid versions that have been removed from the free edition include a more robust lead management module, email marketing, customer support, and inventory management. The paid versions also integrate with multiple Zoho apps as well as third-party programs such as Evernote and G Suite.

Just the CRM

Zoho CRM is good at what it does for the price it is offered at. The system, however, is purely CRM. What Zoho CRM doesn’t have is a true project management module. Zoho offers a project management solution called Zoho Projects, but it’s a separate purchase from the CRM with its own tiered editions.4

The relatively low file storage capacities of even the more expensive paid versions is likely a reflection of this; Enterprise, the most expensive edition, only comes with 512MB worth of file storage for each user. Users will have to shell out extra if they want more space to store pertinent files.

Zoho CRM also has a module that allows users to generate reports, but this feature pales in comparison to the separate Zoho Reports app. Where Zoho CRM is only able to generate relatively simple reports, Zoho Reports goes lets users drill down deep and present data in a variety of ways as well as collaborate with each other when building reports.5

Zoho Reports fully integrates with Zoho CRM, but since it’s a separate purchase you’ll need a bigger CRM budget if you ever want to take advantage of its reporting tools.

Why you need more than just a CRM

The two features mentioned above — project management and rich reporting tools — perfectly encapsulate the main advantage of WORK[etc] over Zoho CRM and other similar CRM systems: while these systems are typically built to handle only one aspect of your business, WORK[etc] integrates all of them into a single, all-in-one system that lets you control the entire customer management lifecycle every step of the way.

WORK[etc] vs Zoho CRM

Data based on Zoho CRM Editions & Pricing3

You can, for instance, turn an email into a lead or a contact, create and deploy a project, invoice your customer, and provide post-project support using only one system. No extra fees for extra features as they’re all already in there — from project management and billing all the way through to customer support and reporting.

Sign up for your free 14-day WORK[etc] trial today.

References:

1. “Zoho Office Suite”. Wikipedia.org. Retrieved August 18, 2014
2. “Zoho CRM – Free Edition – Free for 3 Users”. Zoho.com. Retrieved August 18, 2014.
3. “Zoho CRM – Editions & Pricing”. Zoho.com. Retrieved August 12, 2014.
4. “Collaboration Tools | Plans and Pricing: Zoho Projects”. Zoho.com. Retrieved August 12, 2014.
5. “Online Reporting and Business Intelligence Service: Zoho Reports”. Zoho.com. Retrieved August 18, 2014.

All trademarks, product names, and company names and logos appearing on this Site are the property of their respective owners. Information may change from time to time and you should not make a commercial decision or otherwise on the basis of any information provided herein.
Zoho, Zoho CRM, and Zoho Projects are trademarks of ZOHO Corporation.
See all

Featured Posts

Every Minute Counts: 3 Ways Time Tracking Helps Your Bottom Line

Time tracking always gets a bad rap. "It's a waste of time." "It's too much micro-management." If you're not tracking it, however, then you risk wasting it and losing out on these three tangible benefits.

The Underperforming 10% of Your Team Can Burn Your Small Business

If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here's why.

How To Sell Your Team On A New CRM—And Keep It From Failing

No leader wants to bring their team aboard a sinking ship. Here's how you can ensure your new CRM implementation efforts don't go to waste.

Don’t Use a Driver When You’re in a Sand Trap: Boosting Growth with Automated Tags

Knowing which club to use in specific situations is key to winning in golf—just like how identifying your customers' needs and segmenting data is crucial in small business marketing.

How to Win That Elusive “Yes” for Your Sales Quotes and Proposals

If first contact with a sales lead is like a first date, then sending out a sales quote would be the equivalent of getting down on one knee and proposing. Here are three tips on how you can use WORKetc to win that "yes" in the end.

  1. step

    1

    Start Your Free Trial

    Every feature unlocked for 14 days.  
    No credit card required.

    Get Started

  2. step

    2

    Invite Your Team

    Activate your trial account and one-click invitations for your team.

    Invite My Team

  3. step

    3

    See It Working

    All setup? We'll present a demo
    matched to your company needs.

    Request A Demo