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Average Ratings 125 Ratings

Total
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features
design
support

Description

Marketing automation tools enable the nurturing of leads while effectively monitoring outcomes. Seamlessly integrated with sales management systems, these tools enhance the ability to close more transactions successfully. Sales management software allows for the tracking of activities, expansion of sales pipelines, and efficient customer management. Generate insightful reports that guide critical business choices. Project management applications assist teams in maintaining organization, fostering collaboration on tasks, and monitoring progress. Visualizing objectives and achieving significant milestones become attainable goals. Accomplish tasks efficiently with an aesthetically pleasing dashboard that keeps users engaged and eager for more features. Effortlessly monitor progress and achievements in games, earning badges, coins, and completing collections for tangible rewards. This approach not only motivates users but also drives results. Sales professionals thrive on competition; harness that competitive spirit within your team, and observe a remarkable increase in your sales performance. A culture of competition will not only enhance motivation but also elevate overall team productivity.

Description

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AccountingSuite No 
Discern No 
Dripcel No 
Gravity Data No 
NeoFlo No 
Paperform No 
PoweredLocal No 
Rize No 
Stackla No 
Supaboard No 
Track-POD No 
Unremot No 
VOGSY No 
VZone No 
WP Fluent Forms No 
Zoho People No 
Zunoform No 
atEaseAI No 
eClaims No 
incentX No 

Integrations

AccountingSuite Yes 
Discern Yes 
Dripcel Yes 
Gravity Data Yes 
NeoFlo Yes 
Paperform Yes 
PoweredLocal Yes 
Rize Yes 
Stackla Yes 
Supaboard Yes 
Track-POD Yes 
Unremot Yes 
VOGSY Yes 
VZone Yes 
WP Fluent Forms Yes 
Zoho People Yes 
Zunoform Yes 
atEaseAI Yes 
eClaims Yes 
incentX Yes 

Pricing Details

$35 per user per month
Free Trial No 
Free Version No 

Pricing Details

$14.00/month/user
Standard Edition - $14/user/month
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month

Get a 15-day FREE Trial with every edition.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

RedLotus

Country

Hong Kong

Website

crm.me/

Vendor Details

Company Name

Zoho

Founded

1996

Country

United States

Website

www.zoho.com/crm/

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Email Template Design

A/B Testing No 
Code From Scratch No 
Drag & Drop Editing No 
Image Library No 
Import HTML Code No 
Mobile-Friendly / Responsive No 
Potential Issue Identification No 
Premade Templates No 
Proofing No 
Reporting / Analytics No 
Text Editor No 
Theme Editor No 

Gamification

Badge Management Yes 
Collaboration Tools Yes 
Contest Management No 
Feedback Management No 
For Call Centers No 
For Developers No 
For Education No 
For Onboarding No 
For Sales Yes 
Goal Setting / Tracking No 
Leaderboards / Activity Tracking No 
Performance Metrics No 
Rewards Management Yes 

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management No 
Lead Management Yes 
Opportunity Management No 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Lead Management

Activity Tracking No 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics Yes 
Quota Management No 
Reporting / Analytics Yes 
Sales Coaching Analysis No 
Sales Gamification Yes 
Sales Performance Tracking Yes 
Sales Planning & Forecasting Yes 
Territory Management Yes 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

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