Overview
A cloud-based customer relationship management programme is Zoho Contact Manager, with which users may manage their company relationships. Collaboration, transaction tracking, and task management within teams are all made possible for small and medium-sized organisations with the suite. The features of Zoho Contact Manager include managing leads and sales pipelines, sharing contacts, prospecting tools, and a contact database. Users may also schedule their follow-up activities, keep track of to-dos, and assign tasks to others. Additionally, within the platform, Zoho contact engagement is possible via email and social media. The software offers both free and paid monthly memberships and offers customer assistance via phone and email. The programme provides exquisitely smart tools to support the expansion of the firm. With more than 50 million users throughout the globe, Zoho's 45+ solutions cover user needs for sales and marketing, collaboration and support, finance, and recruiting. While their US headquarters are in Austin, Texas.
About Zoho CRM
The multi-channel cloud-based customer relationship management software is called Zoho CRM, and it helps multinational companies take charge of their company operations in order to establish enduring relationships with their clients. The web-based platform is adaptable to various shapes and sizes of industries. More than 40 Zoho products may be integrated with Zoho CRM, and it can be expanded with more than 300 third-party software extensions, including ones for G Suite, Office 365, Salesforce, and other well-known programmes. Zia is an artificial intelligence (AI)-powered sales assistant for Zoho CRM that helps sales teams and individual representatives by seeing irregularities in the sales process before they occur, suggesting the best time to contact a prospect, and looking at their purchasing patterns. Each sales representative may receive customised CRM information, intelligent notifications, and task reminders from Zia. Businesses can cultivate customer interactions anytime, anywhere with the omnichannel CRM from Zoho. Businesses may engage and communicate with their customers via phone, live chat, email, and social media to improve the customer experience. Users may receive automated notifications for each new contact or consumer engagement. Users may sync and connect their Zoho CRM data with other sources using the Advanced CRM Analytics module, powered by Zoho Reports, to achieve superior insights. Users may design unique dashboards and reports based on criteria such as deal closing, revenue, and lead creation. Because of this, Zoho CRM makes it simple for organisations to alter the interface to suit their individual needs. Arabic, Bulgarian, German, English, French, Hindi, Hungarian, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Turkish, Vietnamese, and Chinese are among the languages supported by Zoho CRM management. There are three types of pricing models known as free, smart, and ultra. For collaboration, document management, live chat, phone calls, messaging, events and meetings, quotation management, document signing, lead management, marketing automation, social networking, storage, and more, Zoho CRM interfaces with more than 50 third-party apps. G Suite, Office 365, Slack, Shopify, Mailchimp, QuickBooks, and Dropbox are a few of the integrations.
What Does Zoho Contact Management Software Company Provide?
A variety of features are offered by Zoho Contact Management for smart client relationship management. Please have a look at the list of features that are provided below.
- Sales automation
For time-consuming sales processes like lead generation and routing, data input, email notifications, field changes, and more, Zoho CRM offers automation features. Lead management, transaction management, account management, contact management, workflow rules, and assignment rules are all included in the sales automation module.
- Process Management
With the help of this feature, user sales staff can adhere to a set sales plan. To ensure consistent execution, the blueprint functionality enables users to track offline procedures like order management or transaction closure. The technology automates approvals for routine tasks, including requests for paid time off, reporting of capital expenditures, and requests for price breaks. For allocating leads, escalating problems, and evaluating CRM data, users may also establish rules.
- Multichannel Support
Users may use the solution to connect to their email service provider and send emails straight from the CRM. Connecting to the social media accounts for User Company gives them the ability to comment in real time, keep up with pertinent topics, and automate lead creation. For the sake of assisting with sales, marketing, and customer support initiatives, users may also add live chat and lead capture forms on their website.
- Performance Management
This feature enables users to categorise clients based on shared characteristics, while forecasting tools allow them to assess how a product, team, or region is performing. By assisting users in focusing on leads that are most likely to result in sales, Zia may also help in performance improvement. Online and mobile applications enable user sales representatives to interact with website visitors.
- Team Collaborations
The feature serves as a hub for communication, exchanging news and providing guidance. Users may incorporate chat features to make daily duties easier and to automatically provide real-time sales updates. On documents or activities, users can add remarks and tag other team members. Other capabilities include project management tools through interaction with Zoho Projects as well as groups for working around certain events or for particular objectives.
- Marketing Automation
This feature provides a comprehensive toolkit. Customers may be divided into groups according to a variety of factors. Lead nurturing processes can be automated, code-free web forms can be made to collect customer data, business cards can be scanned and uploaded, and campaign expenditures can be examined. Additionally, the module offers complete event administration, email campaign functionality, survey features, and marketing-related information including budgets and performance indicators.
- Security
Your data is kept secure thanks to strong security measures from zoho contact manager. Users may pick where they want their data kept, encrypt data fields, and store vital business data in safe vaults. In addition, Zoho CRM offers two-factor authentication, audit logs to monitor activities, and the capacity to limit the IP addresses from which users are permitted to log in.
Pros
- Zoho CRM provides a free trial for users.
- The Zoho Manager offers documentation, webinars, live online support, and videos for training.
- Zoho Manager offers many development options, like Windows, Android, and iPhone.
- The software is best for customer relationship management and is easy to use.
- The following support options are provided by Zoho Manager: email, knowledge base, help desk FAQs, and 24/7 phone support.
- Zoho Manager's top features are sales pipeline management, email management, lead management, and social media integration.
- With the help of Zoho CRM, users can build a business into a client-focused operation while attracting, retaining, and delighting consumers.
- Zoho Contact Manager supports the following languages: Arabic, Danish, German, English, French, Hindi, Croatian, Italian, Japanese, Korean, Dutch, Polish, Portuguese, Russian, Spanish, and Swedish.
- All sizes of organisations may utilise Zoho CRM. Even better, users can create their own customised Zoho CRM. Use Zoho CRM to sell more effectively and quickly.
- Zoho Manager has an affordable price.
Conclusion
Zoho Manager CRM provides a 360-degree customer relationship lifecycle management solution to SMBs and businesses. Some of the key features in a single business system include contact management, sales funnels, pipeline management, workflow automation, an AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics. So, if you're looking for a good contact management software, Zoho Contact Manager is the one that will work well for you.