- Sales Force Automation:
- Lead Generation & Qualification
- Sales Stage & Probability Analysis
- Competitive Analysis
- Real-Time Forecasting
- Lead Management:
- Automate, Fastrack, capture, and import lead management process
- Match sales-ready leads to the right salesperson.
- Account Management:
- Single database and reliability programs
- Client data across products, geographies, accounts, and status
- Parent-child relationships between client accounts and their subsidiaries
- Price quotes, sales orders and invoices
- Effective Follow-up:
- Log essential customer calls and save customer meetings and calls in the calendar
- Invite employees and contacts to conferences and events
- Manage recurring events by day, week, month, and year
- Website Integration with Forms:
- Create forms with no coding and upload forms live instantly
- Set rules to simplify lead distribution
- Catch leads directly into your CRM
- CRM Workflow Management:
- Workflow alerts and associate tasks to the workflow rules
- Email notifications with templates and custom functions
- Sales Tracking:
- Monitor and import sales opportunities
- 360-degree view and drag-and-drop customization wizard
- Sales pipeline and sales escalation process
- Pulse:
- Track records that are critical to your business based on your criteria
- Keep on top of sales updates in real-time
- Sort records by record owner and module
- Complete visibility based on the last action
- Sales Forecasting:
- Revenue-based on data inside ZOHO CRM
- Make, assign and revise sales
- Evaluate individual and team performance
- Forecast accuracy against commit amounts
- Completely customizable forecast reports and dashboards
- Productivity:
- Business Card View
- A quick glance at essential details of the contact without scrolling or searching
- Mail Magnet:
- Captures collates and distributes customer email activity within your CRM
- Send emails via your favorite mail client
- Share emails and Create mail merge templates
- Find updated user info in merged documents
- Manage templates in secured folders
- Document Library:
- Role-based folders, sub-folders, and share to your salespeople
- Send documents from your CRM
- Quick feedback from staff to improve document
- Social CRM:
- View social interactions of your brand with a prospect
- Reply to direct messages, likes, and mentions via your brand’s social profile
- Mobile CRM:
- Present access to customer data
- Receive sales alerts
- Search customers nearby, create tasks
- Capture trade show leads directly into ZOHO CRM
- Digitalize and save business cards on your iPhone
- CRM for Google Apps:
- Custom Modules, API, Webhooks, and Custom Functions
- Create campaigns, email marketing & autoresponders
- Enable security controls, organizational hierarchy & territories
ZOHO One
Features: –
- Integrated and customizable system to work, define and improve processes
- Fully customizable sales process and Workflow Automation
- Real-time performance dashboards & automated report generation
- Out-of-the-box AI, business knowledge, unified communication tools
- Inter-team Communication, Real-time notices
- Marketing, Email Management, Social-Media interaction management
- Invoices and estimate creations, tracking income and expenses, Inventory dealing
- Ticket tracking, help desk, sentiment analysis & Project Management
- Powerful analytics powered by AI and website tracking functionality
- Telephony, email & third-party integrations
Benefits: –
- Access from multiple devices integrate business applications
- Zoho One offers all in one Solution to all Business Vertical like Sales, Marketing, Operations, HR, Accountings etc
- Integrates smoothly with Telephony & SMS services
- Unified communication portal, customized views, mobile device accessibility
- Seamless flow of data to marketing, finance, third party applications
- Track, hire/recruit applicants, electronically sign documents, onboard virtually
- Email marketing, campaign management, and track ROI
- Real-time reporting and data insights
- Automation of routine tasks, deliver a superior customer experience
- Flexible pricing and improve sales
- Efficient and effective forecasting and planning tools
ZOHO CRM vs ZOHO One Pricing
The ZOHO CRM Enterprise version is $54.45 AUD/client/month, including GST, or $35USD/client/month for the remainder of the world.
What makes ZOHO One a gamechanger is the complete expense each month, of $47.30 AUD/client/month including GST, or $35USD/client/month for the remainder of the world. This makes ZOHO One less expensive than ZOHO CRM.
Comparison between the features of ZOHO CRM and ZOHO One: –
| ZOHO CRM | ZOHO ONE |
| Subscription Management ✅ | Subscription Management ✅ |
| Service Management ✅ | Service Management ✅ |
| API ✅ | API ✅ |
| Access controls ✅ | Access controls ✅ |
| Accounting ❌ | Accounting ✅ |
| Accounting Integrations ✅ | Accounting Integrations ✅ |
| Activity Dashboard ✅ | Activity Dashboard ✅ |
| Activity Management ✅ | Activity Management ✅ |
| Activity Tracking ✅ | Activity Tracking ✅ |
| Ad hoc reporting ✅ | Ad hoc reporting ✅ |
| Advertising Management ✅ | Advertising Management ✅ |
| Agile Methodologies ❌ | Agile Methodologies ✅ |
| Alerts/ escalations ✅ | Alerts/ escalations ✅ |
| Analytics/ROI tracking ✅ | Analytics/ROI tracking ✅ |
| Application Management ❌ | Application Management ✅ |
| Appointment Management ✅ | Appointment Management ✅ |
| Billing & Invoicing ❌ | Billing & Invoicing ✅ |
| CRM ✅ | CRM ✅ |
| Inventory Management ❌ | Campaign Analytics ✅ |
| Campaign Management ✅ | Campaign Management ✅ |
| SALESIQ Chat ❌ | SALESIQ Chat ✅ |
| Campaign Scheduling ✅ | Campaign Scheduling ✅ |
CONCLUSION: –
ZOHO One is the Ecosystem of 40+ applications vs ZOHO CRM which is designed to address your Sales & Marketing side of business mainly. If you need everything in one bundle, then you can choose ZOHO One. It covers a large portion of your business needs. It is more feasible to have your entire system integrated and managed by a single source.
