Zoho CRM is an online CRM software. This software helps you manage your sales. Also, it manages your marketing and support on a unified platform.
In this article, we will tell you all you need to know about this CRM.
Hence, make sure you read through this article to get every piece of information you need.
Having said that, let’s guide you through the world of Zoho CRM.
Price of Zoho CRM
Zoho CRM offers four flexible pricing plans with a free trial and no credit card needed.
Thus, the table below contains Zoho CRM pricing, its plan, and features:
| STANDARD | PROFESSIONAL | ENTERPRISE | ULTIMATE |
| 18 USD per user/month (monthly).
12 USD per user/month (yearly). |
30 USD per user/month (monthly).
20 USD per user per month (yearly). |
45 USD per user/month (monthly).
35 USD per user/month (yearly). |
55 USD per user/month (monthly).
45 USD per user per month (yearly). |
| SALES FORCE AUTOMATION | |||
| Basic modules.
tasks, calls, and events.
Advanced filters.
Many pipelines.
Scoring rules.
Sales forecasting.
Email insights.
Many currencies. |
All features are included in the standard plan.
Macros.
SalesSignals.
Assignment rules. |
all in the professional plan
There are multiple scoring rules.
Custom SalesSignals.
Email parsers.
Data entry wizards are skilled professionals who specialize in accurately inputting data into computer systems.
Portals. |
All features are included in the enterprise plan. |
| AUTOMATION AND PROCESS MANAGEMENT | |||
| Workflow rules.
Email notifications. |
All features are included in the standard plan.
Blueprint. Webhooks. |
all in the professional plan
Document the approval process.
data review process.
Custom functions.
CommandCenter. |
All features are included in the enterprise plan. |
| PRODUCT CUSTOMIZATION | |||
| Homepage customization.
Rename tabs.
Custom list views provide a way to customize the way lists are displayed.
Custom fields.
Canvas.
Tab groups. |
All features are included in the standard plan.
Validation rules. |
All in the Professional Plan
Custom modules.
Custom buttons.
Page layouts.
Translations.
Developer Sandbox. |
All features are included in the enterprise plan. |
| Reports and analyses | |||
| Predefined reports.
Predefined dashboards.
Custom reports and dashboards
basic dashboard components.
Analytics mobile app. |
All features are included in the standard plan. | All in the Professional Plan
advanced dashboard components.
Anomaly detectors.
Webform analytics. |
All features are included in the enterprise plan.
Zoho Analytics. |
| MARKETING AUTOMATION | |||
| Email templates.
Email authentication.
Mass email.
social profile integration. |
All features are included in the standard plan.
Email relay.
CRM for Google Ads. |
All in the Professional Plan
Attribution.
Segmentation.
Auto-responders. |
All features are included in the enterprise plan. |
| SECURITY | |||
| Profiles.
Role-based hierarchy. Multiple organizations. GDPR compliance. CRM audit logs. IP address restriction. |
All features are included in the standard plan.
Field-level security. |
All in the Professional Plan
Reporting hierarchy.
Record-level sharing.
Territory management.
Data encryption. |
All features are included in the enterprise plan. |
Reviews
Below are some reviews:
This software has a large number of features. From email marketing to a complete sales funnel setup, the user experience design of the software is terrible.
Armen H.
Head of Marketing
I love the fact that it allows me to create workflows. and layouts that align with my business logic. Therefore, the advanced features can improve the pricing.
Joel B.
Administrative Secretary
Looking for alternatives?
Here are some good replacements:
https://www.zendesk.co
- Typeform
https://www.typeform.com
- Birdeye
https://birdeye.com
Pros and cons
- Pros
This software is perfect for our needs at the small firm I work at. We use it for password management for our clients and campaigns.
This software deployment is quite easy. Also, admins love the point-and-click feature of the automation and workflows.
This is a good CRM for beginners. If you haven’t used other CRMs, this is a good try.
I recommend this CRM to all my business clients. Especially when starting their own development companies, I highly recommend this CRM to all my business clients.
- Cons
I dislike the programming language for the custom functions. Also, the document merge function merges the wrong characters sometimes.
The user interface and user experience are annoying.
I dislike the limitations of integration. Their support is extremely poor and provides ineffective solutions.
The software is too confusing. Hence, we had to cancel our subscription.
Deployment and Support
- Deployment
Mobile: iPad
Mobile: Android
Cloud, SaaS, and Web-Based
Mobile: iPhone
- Support
Chat
Knowledge Base
Email/Help Desk
FAQs/Forum
Phone Support
24/7 (Live Rep)
- Training
Videos
Documentation
Live Online
In Person
Webinars
Zoho CRM Login
Follow the easy steps below to access your account online:
- Open Signin in a browser.
- Next, key in your email address or mobile number.
- Now, click on the ‘Next button to log into your account.
- However, if you don’t have the password to your account, you can create a new password.
- All you have to do is open the ‘Forgot Password’ link.
- Then, follow the instructions after that to create a new password.
Also, you can sign in using any of the following accounts:
- Apple
- Yahoo
- Microsoft
- Slack
But if you don’t have an account, open the ‘Sign up now’ link.
Then follow the instructions on your screen to create an account.
Reference Links
CRM pricing
Support plans
You can check out our post on the price of Hubspot here.
Frequently Asked Questions (FAQs)
How much does Zoho CRM cost?
- STANDARD
18 USD per user/month (monthly).
12 USD per user/month (yearly).
- PROFESSIONAL
30 USD per user/month (monthly).
20 USD per user per month (yearly).
- ENTERPRISE
45 USD per user/month (monthly).
35 USD per user/month (yearly).
- ULTIMATE
55 USD per user/month (monthly).
45 USD per user per month (yearly).
What is Zoho CRM?
This software is an online CRM software. This software helps you manage your sales. Also, it manages your marketing and support on a unified platform.
The Price of Zoho expenses
The Expense plan is a cloud-based travel and expense management software. It helps keep track of all your business as well as travel expenses.
This article is a complete guide to all you need to know about the Expense plan.
Hence, in this article, we will provide you with every piece of information you need about the Expense plan.
So, if you’re interested, make sure you read this entire article to get the information you need.
Thus, without taking much of your time, let’s start.
The cost of Zoho Expenses
Expense offers you great pricing plans with free trials and no hidden charges.
Hence, this article will tell you about Expense pricing, its plans, and its features.
Thus, let’s dissect Expense pricing Plans below:
- FREE
The free version of Expense Pricing allows you to access limited features for free.
This plan is an ideal one for small businesses and freelancers. It helps them track their costs and a lot more.
Hence, here are some features that come with the Expense Free Plan:
- 20 receipt auto scans
- Customer/Project Tracking.
- Accounting Integration.
- Multi-currency costs.
- Mileage costs.
- Up to 3 users
- 5 GB of receipt storage.
- STANDARD
The Expense Standard Plan is for rising businesses. It helps them manage their corporate cards and update their full expense reporting.
This plan contains everything in the Free Plan and the following:
- Cash Advances.
- Multi-level Approval.
- limitless users with a minimum of 3 users.
- Corporate Card Reconciliation
- 20 receipts auto-scans for each user.
- Access Delegation.
- Basic Audit Trail Report
Hence, the Expense Standard plan costs 5 USD per user/month (monthly) and 3 USD per user/month (yearly).
- PREMIUM
The premium plan is for large businesses with high expenses. Also, this plan is for those who need effective controls and strong workflows.
Thus, the premium plan has everything in the standard plan, including:
- Advanced Customization.
- Travel Requests.
- Receipt Autoscan.
- Per Diem Automation
- Purchase Request.
- Advanced Approval.
In the same vein, the Expense Premium plan is priced at 8 USD per user/month (monthly) and 5 USD per user/month (yearly).
- ENTERPRISE
The enterprise plan is mostly for businesses in need of higher customization. as well as a more integrated solution to meet their complex needs.
This plan comes with everything in the premium plan and the following:
- Advanced Audit Trail Report
- TMC/OTA Integration.
- dedicated account manager.
- ERP Integration.
- Single Sign-On (SAML)
Also, the Expense Enterprise plan costs 12 USD per user per month (monthly) and 8 USD per user per month (yearly).
Zoho Expense Login
Follow the easy guide below to access your account online:
Navigate to the Expense Logging page.
- Now, put in your email address or mobile number.
- Then, click on the ‘Next button and follow the prompts to log into your account.
- Also, you can log into your Expense account using your Apple, Slack, Google, or Yahoo account.
- That’s not all; you can also use your Facebook, LinkedIn, Twitter, or Microsoft account to log in.
- But if you don’t have your password, you can create one by opening the ‘Forgot Password’ link.
- After that, follow the instructions on your screen to create a new password.
However, if you don’t have an account, this guide will help you.
To create an Expense account, open the ‘Sign up now’ link.
Then follow the prompts on your screen to create an account.
Reviews
Here are some reviews of Expense:
We love how easy it is to link actual expenses with expense reports. Also, our CPA loves it too. Hence, the ability to edit a submitted expense was what made us happy.
James D.
President
The Expense is cheap and seems to have all the features I need. Yet, I don’t know enough about this software. Although I just started using it,
Heather B.
Controller
This software is easy to set up. However, we had some issues with importing accounts at first, but customer service was able to help us out.
Kyle C.
President
I’ve used this product in the past, and it is great software. Also, I haven’t found anything wrong with Expense.
Tim H.
CEO
In general, Expense is very easy to use. I like the ability to scan receipts to instantly create expense line items. Hence, I don’t dislike this software. However, the reporting function could be more configurable to make it more useful.
Kristopher L.
CEO and Principal Consultant
Upsides and Downsides
- Upsides
I love this software. It pulls related data from receipts into reporting.
I’m happy with Expense and glad our company decided to go with it.
For small businesses, Expense is great. Hence, I recommend it for people just starting.
- Downsides
No con from my point of view. Hence, Expense seems to provide everything I need.
The default information on the dashboard is annoying, and it can’t be customized.
There is an abrupt learning curve, and the idea of reports is a bit unclear for junior staff. Hence, the app stops working sometimes.
I haven’t disliked anything about this software so far.
Deployment and Support
- Deployment
Mobile: iPad
Cloud, SaaS, and Web-Based
Mobile: iPhone
Desktop: Mac
Mobile: Android
- Support
Chat
Knowledge Base
Email/Help Desk
FAQs/Forum
Phone Support
- Training
Videos
Documentation
Live Online
Webinars
In Person
Alternatives
Below are similar options to Expense:
- SAP Concur
https://www.concur.com
- Divvy
- TravelBank
Reference Links
Frequently Asked Questions (FAQs)
What is Zoho Expense?
Zoho Expense is a cloud-based travel and expense management software. It helps keep track of all your business as well as travel expenses.
How much does Zoho Expense cost?
- FREE
The free version of Zoho Expense Pricing allows you to access limited features for free.
- STANDARD
5 USD per user/month (monthly).
3 USD per user/month (yearly).
- PREMIUM
8 USD per user/month (monthly).
5 USD per user/month (yearly).
- ENTERPRISE
12 USD per user/month (monthly).
8 USD per user/month (yearly).
Price of Zoho Desk
The Desk option is a cloud-based customer service help desk software. This software is designed to help businesses manage their customer service.
- Thus, Desk comes with unique features to help you boost your customer service.
- In this article, we will unveil some facts about Desk.
- Hence, if you’re thinking of buying Desk, you might want to go through this article first.
Having said that, let’s unveil some facts to know about Desktop.
Price of Zoho Desk
Desk offers easy and flexible pricing plans with free trials and no hidden charges.
Hence, this article will break down each of these pricing plans. So, read this article to find a plan that fits your business.
Now, below is a breakdown of Desk pricing and its plans:
- Standard
This plan contains all the basic features to boost your customer service team.
Hence, this plan is priced at 18 USD per user/month (monthly) and 12 USD per user/month (yearly).
Hence, visit the pricing page for the features of this plan.
- Professional
The Professional plan contains easier collaboration and process automation features for fast-growing teams.
It costs 30 USD per user/month (monthly) and 20 USD per user/month (yearly).
Visit the Home page to check out the features of this plan.
- Enterprise
This plan has advanced AI and customization abilities. The Enterprise plan also allows enterprise-grade support.
Hence, this plan is priced at 45 USD per user per month (monthly) and 35 USD per user per month (yearly).
Thus, visit the home page for features of this plan.
Zoho desk login
Follow the steps below to access your Desk account online:
To access your Desk account, open the Desk Login Page.
- Next, press the ‘SIGN IN’ button at the middle of the page.
- Now, key in your email address or mobile number.
- Then, click the Next button, and you are free to access your account online.
- Also, note that you can sign in using your Slack, Microsoft, Twitter, or LinkedIn account.
- Thus, you can also use your Facebook, Yahoo, Google, or Apple account.
- That’s not all; you can also log in using a QR code when you click on the ‘Try smart sign-in’ button.
- However, if you don’t have the password to your account, open the ‘Forgot Password’ link.
Now, key in your email, username, or mobile number and click on the ‘Next’ button.
But if you don’t have a Desk account, open the ‘Sign up Now’ link.
Then follow the directions on your screen to create a Desk account.
Hence, you can sign up for a Desk account using your Google or LinkedIn account.
Wide range of features
Below are some of the top features of Desk:
- Ticket management
- Agent productivity
- Real-time collaboration
- Customer support channels
- Instant messaging
- Automating the help desk
- Ticket assignment rules should be clarified.
- Advanced Process Management: Blueprints
- Service level agreements (SLAs)
- The working hours of the help desk
- Customizing the help desk
- Personalization
- Artificial intelligence
- Re-branding
- Multi-department
- Help Center
- Guided conversations
- Customer management
- Activity
- Time tracking
- Products
- Analytics
- Telephony
- Agents and permissions
- Add-ons and integrations
- Marketplace for Zoho desk
- Mobile apps
- Security
- Privacy
- Accessibility
- Developer tools
- Data administration
- Data migration
- Support
Upsides and Downsides
- Upsides
I’m happy and love to see Desk getting better every time.
It allows us to tackle conversations and follow up on any technical issues with clients. Hence, Desk is a great benefit to you and your customers.
I highly recommend Desk. This software eases ticket assignment and monitoring and also keeps the end-user informed.
Desk is useful in assigning ticets. Hence, it also helps in monitoring clients. It also supports ticket logging and retrieves the complete history of actions performed on each ticket.
- Downsides
After battling with this software for a while, I gave up on it completely.
I disliked the fact that I couldn’t sort tickets by account without creating a complex report. Also, if you’re on a budget, you might want to try other software.
When one agent passes a ticket to another, end users are not alerted.
Looking for alternatives?
Below are other options similar to Desk:
- Zendesk Suite
- Freshdesk
- LiveAgent
https://www.liveagent.com
Reviews
Here is what some people have to say about Desk:
I love the support ticketing, knowledge base, chat, and integrated telephone features. Also, I love the integration suite options, but there is no direct chat support.
Eric K.
CEO
Desk has an easy interface and is also attractive. Hence, one can customize this software to meet their needs. However, this software lacks user customization in the entry-level package.
Parth S.
SOFTWARE ENGINEER
This software is user-friendly, and the dashboard for ticketing is very useful. Also, the Desk’s support is amazing and prompt. However, users cannot access the desktop app.
Dnyanoba M.
Deputy Manager
Customer Service
Below are ways to reach out to customer service:
For help, reach out to:
- Mobile numbers
+1 877 834 4428
+1 844 584 2497
+1 833 968 1705
+1(888) 900 9646 (support)
- Addresses
4141 Hacienda Drive,
Pleasanton, CA 94588, USA
Del Valle
4708 HWY 71 E
Del Valle, TX, 78617-3216
New Braunfels
255 Saengerhalle Road
New Braunfels, TX 78130
McAllen
3600 Formosa Avenue
McAllen, TX 78503
Deployment and Support
- Deployment
Desktop: Windows
Mobile: iPhone
Cloud, SaaS, and Web-Based
Mobile: Android
Desktop: Mac
Mobile: iPad
- Support
Chat
Email/Help Desk
24/7 (Live Rep)
FAQs/Forum
Phone Support
Knowledge Base
- Training
Videos
Live Online
Documentation
Webinars
Reference Links
Frequently Asked Questions (FAQs)
What is Zoho Desk?
Zoho Desk is a cloud-based customer service help desk software. This software is designed to help businesses manage their customer service.
How much does Zoho Desk cost?
- Standard
18 USD per user/month (monthly).
12 USD per user/month (yearly).
- Professional
30 USD per user/month (monthly).
20 USD per user/month (yearly).
- Enterprise
45 per user/month (monthly).
35 USD per user/month (yearly).
