Zoho CRM consultants MelbourneZoho CRM is an on-demand, cloud-based CRM (Customer Relationship Management) system suitable for small and medium-sized businesses.

Zoho CRM functions as a standalone CRM system, or can be integrated with a suite of other Zoho applications to form a complete business system. These include sales, marketing, customer support, project management and inventory management applications. Zoho CRM is therefore a good choice for businesses wishing to begin with a simple CRM system and expand over time.

Key features

  • Ease of navigation
  • Workflow and task automation
  • Reminders and alerts so you never miss an opportunity
  • Complete record of all communications with clients
  • Powerful reporting
  • Mobile access
  • Customisable security settings
  • Contacts, tasks and calendar can be synced with Office 365, G Suite and other tools
  • Free for up to 10 users and affordable for larger businesses

Integrations

Zoho CRM integrates with a range of Zoho applications to extend your business’ capabilities. These include:

  • Zoho SalesIQ
  • Zoho Projects
  • Zoho Survey
  • Zoho Campaigns
  • Zoho Desk
  • Zoho Creator
  • Zoho Reports

Zoho CRM can also be successfully integrated with third-party applications to create a flow of information between systems and enable automation. These include:

  • Xero
  • MYOB
  • Google Calendar
  • MailChimp
  • PandaDoc

Want to know more?

Visit the Zoho website or watch an introductory video:

Zoho CRM in action

See how real-life businesses we’ve worked with have benefited from implementing Zoho CRM:

Case Study: Mobile CRM helps distributed agricultural sales team improve communication

Case Study: Zoho CRM helps cleaning company nurture leads and grow business

Case Study: Zoho CRM customisation helps flooring company improve forecasting

Keen to try before you buy?

Zoho CRM offers a FREE 14-day trial of their software here.

Ask Squirrel

Zoho CRM Alliance Partner logoOur Zoho CRM certified consultants live and breathe Zoho. We even use it ourselves. In addition, we’re an official Zoho Alliance Partner, so have exclusive access to Zoho training, features and products.

Squirrel Business Hub specialises in finding the right system for a business. We then get them set up, trained and up and running as quickly and as seamlessly as possible. If you think your business could benefit from CRM but are not sure where to start, book a free consult today.