Every business has different components, from sales to marketing to human resources to accounting. In most cases, it is quite challenging for small or large-scale businesses to handle these facets.
Thankfully, SaaS products like Zoho can easily take on a host of these tasks. In other words, you get to automate business processes and focus on more critical aspects.
Are you thinking of implementing Zoho products in your business? This is an all-you-need guide/review of Zoho One, CRM, Finance, and People.
The Zoho review is a comprehensive guide for small and large companies looking for better solutions to everyday bottlenecks in businesses. So, read on as you find the much-needed answers about Zoho products and services.
Zoho is a low-code office suite software that provides ERP solutions to small and large businesses. In simple terms, ERP software provides a common database that shares information between a business’s sales, marketing, accounting, and manufacturing departments.
Zoho’s ERP software is hosted on Zoho cloud storage, thus enabling easy business scalability when implementing Zoho for business.
ERPs help businesses revolutionize their function by intelligently combining smart process automation, comprehensive information, and data management systems to make crucial insights accessible. This feature makes it possible to quickly construct ERP software from scratch with little to no coding.
Business owners can also use the Zoho Creator to build customized ERP software to handle business operations. With the Zoho Creator, you gain access to over 600+ supported third-party app connectors.
The easily configurable APIs in Zoho Creator will enable you to analyze, monitor, and manage information stored across all business applications from a single, consolidated account.
Zoho CRM is often regarded as the best CRM software for small businesses, and it also serves perfectly well for large-scale companies.
Its affordable pricing structure makes it a favorite among small-sized businesses worldwide. It is not only reasonably priced but also beautifully designed while including many noteworthy features and customization choices for serious business customers on a smaller budget. The Zoho CRM for small enterprises’ deployment process is simple.
Furthermore, they’re one of the most dependable and best free CRM for startups on the market, and these CRM systems are suitable for small and medium-sized enterprises. It includes excellent features for managing sales funnels, purchasing control, lead management, and account management.
On top of that, it offers outstanding assistance for effective follow-ups, CRM workflow management, and website integration with forms.
Amazon, KPMG, and Netflix have one thing in common: they all use Zoho services and products. Let’s not forget the thousands of small and medium-sized businesses using this software for everyday functions. Are you still thinking about choosing Zoho? Let’s explore the many reasons to choose Zoho:
● Reports on sales forecasting
● Sales monitoring
● Tools for increasing sales productivity
● Reports and dashboards, as well as a document library
● Scoring guidelines
● Connectors for call centers
● Storage capacity of 100,000 records
Furthermore, about 21,135 businesses utilize Zoho CRM. This figure includes some prominent companies in the US, like Power I.T., LLC, Blackfriars Group, CONFIDENTIAL RECORDS, INC., and Enterprise Holdings, all trusting Zoho CRM for their business.
With the latest trend in the business world, it is obvious that partners and resellers have many chances in the fast-growing cloud sector, which is a better approach to grow your company/business by building a powerful cloud partnership.
Thanks to the Zoho Partner Program, partners will get countless chances to revolutionize their companies in various ways without worrying about paying, unlike some other programs. Some top Zoho partners include Topic Dreams (top Zoho partner in Nigeria), Soft Skills, Planned Growth, NavigateCRM, Nimbis Designs, Woggle Consulting, Eagle Technology Information Group, and Cornerstone Solutions.
It’s simple: everyone wants ease at their comfort while maximizing profitability. Zoho intends to make managing sales staff simple for you, from automating the entry of strenuous, time-consuming data to routine client follow-ups while grading your leads so that you may better prioritize them.
You can effortlessly connect marketing and sales data with Zoho’s enhanced marketing tools. Your marketing staff will be able to provide sales with high-quality leads, which will boost your company’s sales success.
This is facilitated by Zoho, enabling you to divide your customers and clients into groups according to their location, needs, source of leads, and how effectively they engage your business. After that, you may send out advertisements tailored to that specific audience before appointing the most suitable sales representative for the position.
Zoho CRM services are a one-of-a-kind and sophisticated software suite with tools like Zoho Book, Zoho Integration, Zoho Mails, etc., catering to small and large businesses.
Although Zoho has long ranked at the top of CRM comparison lists, it is not the only option for every enterprise. Each CRM tool has specific advantages and disadvantages; what works well for one company may waste time and money for another. Zoho may be one of the best CRM tools available, but it has the potential to be a little complicated or overly limiting for your business. So, here are the top alternatives for Zoho CRM in 2022:
In that case, here are a few Zoho alternatives.
Most people believe that HubSpot is the only CRM option superior to Zoho. Overall, this is essentially accurate, but there might be particular services or features in which Zoho is superior to HubSpot. Although HubSpot includes CRM capabilities for various business needs today, it is best known for developing inbound marketing.
HubSpot is a go-go for many business owners because it works best for a wide range of audiences, including startups, individual business owners, small companies, large companies, and middle-sized companies.
HubSpot features marketing tools including omnichannel marketing, contact and company scoring, social media marketing, marketing automation, and configurable marketing campaign templates. It also features sales processes, including automation, sales forecasting, team collaboration tools, custom reporting, and sales sequence journey builders.
Overall, it features incredible customer support, help desk automation, knowledge base builders, ticket routing, SLA tools, and hand customer surveys.
Scoro is an excellent Zoho alternative because it offers a comprehensive list of features required to run a business efficiently. It’s a one-stop shop for everything you need to know about reporting, projects, team collaboration, invoicing, time tracking, and budgeting.
With Scoro, you can plan and track work with an unlimited variety of projects and get configurable status like “in progress” or “completed,” and tags type like “department” and “market” to help you manage your project portfolio.
Also, you can easily manage contacts, quotes, invoices, real-time monitoring, and automated reporting and have meetings scheduled in a shared team calendar and all events linked to projects for a complete picture.
Celoxis is a multi-award-winning project management software tool comprising features suitable for small and medium-sized businesses, and large enterprises. Its comprehensive features address the real-world complexities of project management across organizations and functions.
Furthermore, it excels at delegation planning, collaboration, and reporting with great agility and usability. Celoxis has the highest team adoption rate in the market. Unsurprisingly, this is the platform of choice for brands such as KPMG, HBO, Rolex, Tesla, and the University of Washington.
With Celoxis, you can create project plans adaptable to real-world conditions. It is simple to reallocate resources to maintain optimal workloads, with real-time tracking of costs, budgets, and proceeds.
Furthermore, you can share files, exchange comments, and have online discussions with your team and clients.
LeadSquared CRM is one of the Zoho substitutes for fast-paced sales. It is an excellent services execution system that combines digital onboarding and marketing, call center functions, and field force automation.
The LeadSquared’s Mobile CRM enables salespeople to manage tasks, appointments, document upload, lead transfer, and other activities while on the go. Furthermore, it allows managers to monitor their employees’ every move. Users can design the most effective sales workflows for various products and teams through the platform with any coded process.
In addition, it perfectly integrates with lead capture channels such as Facebook, Google Ad, cloud call, hundreds of lead capture sites, Zapier, and many more third-party tools. There are also options for open APIs and a developer platform for custom integrations.
ProofHub is a project management and collaboration tool among the best Zoho alternatives. Project management teams in marketing, development and other professions also use it to strengthen their business. This tool is used by companies such as Nike, Taco Bell, and others to plan and execute their work.
It features online proofing while adding clarity to the feedback-sharing process. Dynamic reports provide clear project insights, and kanban boards and workflows reduce the complexity of tasks and project management.
ActiveCollab is a powerful yet straightforward Zoho alternative that serves as a one-stop shop for all your business requirements.
The most intriguing aspect of this Zoho substitute is that it runs in the cloud, but you can also install it on your server. It simplifies task management and team collaboration for users.
Each project has task lists as well as everything else that goes with it, such as files, discussions, time records, and expenses. You have to list tasks and sort them (by people, labels, or due dates), start conversations and mention people to get immediate responses, set hourly rates for job types, and keep track of time as you work on a project.
Time Doctor is a time clock system that analyzes how your employees spend their time at work by allowing you to view websites and applications visited by your employees. It notifies employers via screenshots of the employee’s work screens.
The app appropriately tracks the time spent on work, ultimately driving efficiency and productivity. Installing, signing up, and configuring multiple users takes less than five minutes. This process encourages users to become more active by sending out reminders.
A popup will appear on the work screen when users spend much time on non-work-related apps or websites.
nTask is a project management tool that has officially joined the sea of online project management tools. With strong task management features, nTask is a contender for Zoho project alternatives with tools that cater to a wide range of professionals with varying project requirements. It is a tool used by many companies such as INDER and C.A. Metro de Caracas to plan and execute their work.
With effective visualization and formatting tools, you can represent and share new insights, and keep your team up-to-date by collaborating in real-time. All data backup processes are performed automatically and consume no server space.
Zoho CRM is a single, award-winning, secure, and effective CRM used by over 250,000 businesses spread over 180 countries, converting more leads, engaging customers, and growing revenue.
Zoho CRM is a single secured cloud database for your sales, marketing, and dedicated customer service activities. It is also a platform for streamlining your processes, policies, and people.
Furthermore, it has a user-friendly interface, which makes it easy for users to customize the features to their specific needs.
CRM systems, such as Zoho CRM, are used to increase sales, marketing, and customer support efforts for startups, large enterprises, and such as banking, real estate, healthcare, travel, media, insurance, restaurants, freelancers, tax, legal, and nonprofits.
According to Salesforce, CRM applications can increase sales by 29% and productivity by 34%. In addition, Zoho CRM reduces the time and resources used to get new clients. It works by collecting data from other sources and utilizing the data to target your prospects.
What’s more? It increases the chances of onboarding new prospects. Tropicdreams, a top Zoho CRM agency, has helped over hundreds of businesses increase their sales and lead generation via Zoho cloud solutions.
When you think of plans and pricing for your business, Zoho CRM plans are on the lower end of the spectrum, meaning Zoho CRM enterprise pricing is very affordable and one of the most affordable.
The cheapest plan is billed annually at $12 per month, the most popular plan is $35 per month (billed annually), while the most expensive plan is $45 per month (billed annually). Conclusively, Zoho CRM pricing is very reasonable since it is an advanced platform that is reduced in price.
The Zoho CRM Free Edition is free in perpetuity without any free trial period, and no forced upgrades are required. You do not need to provide your credit card information when signing up.
When you sign up, you’ll enjoy the following features:
The Free Edition has a maximum of three users. Nonetheless, you get essential marketing automation software features like automated workflows, generating leads, Zoho CRM mail, contextual email marketing, and analytics.
The monthly cost of the Standard plan is $18 per user per month. On the other hand, you can save 20% when you choose a yearly subscription.
The Standard Plan includes everything in the free plan and these additions:
The Standard plan also adds essential tools for online team communication.
The professional plan costs $30 per month for each user. However, you will save up to 20 percent by opting for the yearly subscription package.
The Professional plan comes with the Standard plan’s features and the following additions:
The SalesSignal is the most exciting feature in this plan. It sends you notifications in real-time from your leads and existing clients. When your brand and an individual interact through communication mediums, you can react or follow up with them through your Zoho CRM.
The Enterprise plan costs $45 per person monthly and reduces to $35 per user per month if you choose an annual subscription.
It includes features of the professional plan plus the following additions:
The Enterprise plan is where you may benefit from Zia, Zoho CRM’s AI assistant, and other AI features.
For this package, the pricing option is different. Only a yearly subscription is available for the Ultimate plan and costs $100 per person per month.
The ultimate plan includes all the above-mentioned features plus advanced personalization, enrichment of data, suggestions for automation, and improved storage, amongst others.
The Ultimate plan, as the name implies, combines all of the features of the other plans as well as a highly developed customizable plan for subscribers.
For Zoho CRM comparison, there are several Zoho CRM competitors. Through evaluation, you can compare Zoho CRM and Salesforce by looking at the most critical factors that a small business should consider when deciding on the best CRM for them, such as pricing, ease of use, general features, customer service, and expert scores.
Zoho CRM provides precise figures across your business organization to decision-makers through data analysis and reports, allowing them to respond to market trends with healthier choices for continuous improvement.
Zoho provides a broad array of add-ons with professional and higher tiers, which include integration with popular and powerful social media platforms & office productivity suites such as Office 365 and G Suite.
Hubspot and Zoho CRM are two feature-rich, effective CRMs for your company. If you’re unsure which one is best for you, then carefully review it before making a choice.
HubSpot Sales Hub is an excellent CRM solution for small-scale businesses. It provides the right tools for SMBs that can’t afford the more expensive options.
However, organizations grow quickly and soon require enterprise-level features. This falls short for HubSpot because it has limited customization options and lacks automation functionality, in-depth analytics, productive output for AI-based features, and full-stack platform functions.
On the other hand, Zoho CRM features functions that cater to both small and large companies.
Many mid-sized and enterprise businesses use Microsoft Dynamics 365 Sales to handle complex and large-scale customer relationship operations. In terms of functionalities, no competitor comes close to Microsoft Dynamics.
However, it is expensive and may be over budget for small brands. This is unlike Zoho’s cheap and affordable software solutions. Furthermore, Microsoft Dynamics uses a complex interface, making it difficult for users to adopt the software.
You can only get the most out of Microsoft Dynamics 365 if your company has a dedicated implementation team.
Zoho CRM and Salesforce are excellent customer relationship management (CRM) applications that provide lead management, deals and opportunities, and customizable sales pipelines. However, Zoho CRM is the better overall choice because it offers essential features at lower prices, has better support options, and is simple to use right out of the box. Salesforce, however, is more expensive but provides more advanced features and integrations.
| FREE PLAN | BASIC PLAN | STANDARD PLAN | PROFESSIONAL PLAN | |
| PRICE | ||||
| Monthly Price | $ 0 | $ 49 | $ 99 | $ 249 |
| Yearly Price | $ 0 monthly(annual billing) | $ 39 monthly(annual billing) | $ 79 monthly(annual billing) | $ 199 monthly(annual billing) |
| API LIMIT/AUTOMATION(DIALY) | ||||
| API limit | 1, 000 | 2, 500 | 10, 000 | 50, 000 |
| Webhook triggers | 0 | 2, 500 | 10, 000 | 50, 000 |
| Email alerts | 0 | 500 | 500 | 500 |
| Custom function | 0 | 500 | 500 | 500 |
| PLANS | ||||
| Workflow/Module | 0 | 3 | 10 | 10 |
| Users | 1 | 3 | 5 | 10 |
| Usage Limit | 20 Subscriptions | 500 Customers | 2, 000 Customers | 5, 000 Customers |
| MOBILE APPLICATIONS | ||||
| Andriod and iOS | YES | YES | YES | YES |
| INTEGRATIONS | ||||
| Accounting | YES | YES | YES | YES |
| CRM | YES | YES | YES | YES |
| SMS | NO | NO | NO | YES |
| YES | YES | YES | YES | |
| Order management | NO | NO | NO | YES |
| Analytics | YES | YES | YES | YES |
| Tax Automation | NO | YES | YES | YES |
| Collaboration | YES | YES | YES | YES |
| Document/attachments | NO | YES | YES | YES |
| Help desk | YES | YES | YES | YES |
| Cloud Integrators | YES | YES | YES | YES |
| FEATURES | ||||
| Dunning for automatic payments | YES | YES | YES | YES |
| Multi-currency Support | YES | YES | YES | YES |
| Hosted payment pages | YES | YES | YES | YES |
| Offline payments | YES | YES | YES | YES |
| Multiple payment gateways | Supports stripe | YES | YES | YES |
| Multi-lingual | YES | YES | YES | YES |
| Subscription metrics | Basic | YES | YES | YES |
| Domain branding | NO | NO | YES | YES |
| Custom schedulers | NO | NO | NO | YES |
| Customer portal | YES | YES | YES | YES |
| Single sign-on (customer portal) | NO | NO | YES | YES |
| Web tabs | NO | NO | YES | YES |
| Custom buttons | NO | NO | YES | YES |
Zoho CRM pricing begins at $14.0 per user per month. The paid Zoho service begins at $14 per user per month, billed annually, for its Standard tier and rises to $52 per user per month, also billed annually, for its Ultimate Edition.
Because this plan is only available with a yearly contract, you’ll be paying more than double the price of the most expensive plan available for a full year.
Zoho CRM integration is one key feature and advantage of Zoho CRM. The urge to satisfy the business world’s diversity gave birth to the Zoho Developer console, enabling you to integrate just about any third-party app with your CRM product. Zoho integrations can be accomplished by using the Zoho Developer Console to create and install a remote extension.
Some of the possible integrations include Salesforce, Tableau integration, CRM ERP integration, Zoho desk integration, CRM website integration, call center CRM integration, Zoho inventory integration, Odoo HubSpot integration, CRM Outlook integration, slack CRM integration, marketing automation CRM integration, Pipedrive active campaign integration, and CRM social media integration
Zoho One is a comprehensive and cohesive suite of cloud-based applications designed to work together to run an entire business. It includes over 35 web-based applications and an equivalent number of mobile apps, all accessible via a single sign-on and managed centrally, making it a perfect operating system for any organization or business.
Zoho One CRM provides users with a unified system for transforming a company’s wide-ranging operations into an innovative, more related, and perfectly integrated organization. Also, Zoho one features many Zoho One applications and Zoho one products.
Zoho One does not have an API. Nonetheless, Zoho CRM includes a REST API (Application Programming Interface) that allows you to consolidate CRM with third-party applications like accounting, ERP, e-commerce, and self-service portals.
Zoho One includes 40+ integrated applications for managing, connecting, and automating business processes throughout your organization. Zoho One provides all the applications required to generate leads, close deals, and earn repeat business.
You can keep an accurate record of your accounts and monitor the health of your business with Zoho’s professional double-entry accounting system. You can also automate routine tasks, simplify data management, eliminating time-consuming tasks, and concentrate on growing your business.
According to sources, most clients use Zoho CRM, but are unaware of Zoho One and the differences between the two.
ZOHO ONE is an all-in-one business ecosystem that covers all aspects of a company. ZOHO One for startups, is an ecosystem of 40+ applications, whereas ZOHO CRM is primarily designed to address your sales and marketing needs.
If you require everything in one package, ZOHO One is the way to go because the Zoho CRM is only one of 45+ connected business apps, under the umbrella of Zoho One. Nevertheless, Customer Relationship Management, or Zoho CRM, remains the foundational app in the Zoho One Suite.
Yes, Zoho One is affordable for small and large businesses. There are a few significant advantages to being a one-person company that makes Zoho One even more appealing.
If you choose an all-employee pricing, the price of Zoho One drops dramatically. As a one-person operation, you are entitled to all employee pricing.
Flexible-User pricing starts at about $90 per month per user when billed annually or $105 per month. This means you can purchase any number of user licenses. You are not required to buy licenses for ALL employees.
Zoho One costs $37.0 per user per month as a starting price. Zoho One offers two distinct plans:
All Employee Pricing starts at $37.00 monthly for each user when billed yearly. But if billed monthly, each user’s payment starts from $45
On the other hand, the second plan (flexible user ) starts at $90.00 per user, each month when billed annually. However, it rises a little to $105 when billed monthly.
| ALL EMPLOYEE/FLEXIBLE USER FEATURES |
| Centralized Administrative control All-in-one Licensing Model Enterprise-level Features One Invoice For Your Organization More than 40 integrated Business Apps Mobile Apps Native Apps |
A monthly subscription of Zoho One starts at $37 for each user. Employers may go for the more cost-effective option which allows multiple users on a single account.
Since the monthly payment starts at $37, the yearly subscription price for Zoho would be about $444.
Zoho Finance offers a centralized platform for invoicing, sending automatic payment reminders, tracking business expenses, and even managing subscription payments. You can manage everything from order to invoice without opening multiple tabs. Zoho Finance provides a comprehensive suite of online apps, including invoicing, inventory, accounting, and more, all from a single platform.
At Tropic Dreams, we provide Zoho Finance services and advise businesses to implement it due to these reasons:
There are additional advantages to using an integrated platform for your business all of which include:
Zoho’s Finance Suite is tightly integrated with Zoho CRM, improving the quote-to-cash process. Missing orders, miscommunications, and delays in processing orders and payments are far less possible when sales and finance apps are perfectly synchronized.
Customer support becomes faster and more effective when accurate and timely information about product availability, order status, and payment details is available.
Expense approvals can be automated, and approved expenses are instantly recorded in Zoho Books, expediting the reimbursement process.
Whether you already have a subscription business or are thinking about starting one, Zoho Subscriptions will help you streamline your billing process. Zoho Subscriptions bridges the gap between traditional accounting and the subscription economy through its tight integration with Zoho Books.
The Zoho Finance Suite integration connects your Zoho Books, Zoho Invoice, Zoho Expense, Zoho mail, and Zoho Subscription accounts to Zoho CRM. As a result, within your Zoho CRM account, you can view and manage invoices, estimates, purchase orders, sales orders, expenses, expense reports, and subscription details for customers.
CRM will allow you to create invoices, estimates, sales orders, and purchase orders, which will sync with Zoho Books. In Zoho CRM, you can view invoices, estimates, sales orders, and purchase orders contextually. CRM allows you to create custom views, reports, and dashboards for the Zoho Books modules.
The process of setting up and integrating Zoho Finance for your company is quite easier than you probably think.
Businesses have two choices when implementing this service.
One, hire a leading Zoho partner to help you navigate the setup and implementation. For example, Tropic Dreams helps companies to adopt Zoho Finance. Also, they organize training sessions for your employees and provide frequent support after implementation.
On the other hand, you can it up from your Zoho CRM or by visiting the Zoho Finance website. If you’re setting up via the Zoho CRM software, go to setup, then Marketplace, and search for Zoho Finance Suites.
You’ll need to fill out the fields with the integration on the Zoho Finance Suite page. Input your electronic mail address (already populated). Next, all organizations created in the Zoho Finance apps will be listed, then you can choose the one you wish to link to the integration process.
If you enable the integration while there are no accounts in any of the Zoho Finance applications, you will be prompted to create a new organization, which will be created for the Finance applications of your choice. But if you have an organization in only one of the Finance applications and enable the integration for all Finance modules, the organization will be created for the remaining Finance applications automatically.
Is Zoho Finance an affordable option for my business? Do I need to implement it for my small or medium-sized business? Yes, the software solution works well with both small and large brands. Furthermore, it has affordable pricing options.
Companies can purchase a monthly plan of Zoho Finance at $45 for each employee. However, independent users can get the same plan at $105 per month. Note that there are country-specific prices for this software.
The yearly subscription is a bit lesser than the monthly subscription. For example, For example, users in Nigeria will pay #44, 700 for a monthly subscription, while the yearly plan is #447, 000.
Thanks to Tropicdreams, over one hundred companies and more have integrated Zoho applications into their business processes. As a certified Zoho partner in Lagos, Tropicdreams will ensure a smooth transition process to any Zoho solution. They will tailor these solutions to suit your unique needs and onboard your employees to handle them with ease. What’s more? You don’t have to break the bank. So, book a free consultation today to get started!
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