Client requests and new leads can fall through the cracks if they aren’t tracked properly, and Zoho CRM is one of the most versatile CRM solutions on the market. Different subscription levels give you flexible pricing based on your business needs, and Zoho CRM Plus is the ideal solution for the any business with a number of additional tools designed to give you fine-grained insights into what is happening with your websites, online marketing, and much more. You’ll be able to do better with client acquisition, managing workflows, and client support after the sale or project is complete.
Propel your business to the next level with just one tool
Customer Relationship Management (CRM) software is a necessary tool for any business.
The secret sauce of Zoho CRM is in how it automates simple tasks, freeing your staff to focus on the core areas of your business. Leads are captured directly from your website and sent to the appropriate person, skipping the step of having a person filter through leads and send them off directly. And that’s just the start.
You can conduct email marketing campaigns without using a different tool, all from within Zoho CRM, and with responses automatically assigned to the right reps. You can set up autoresponders based on various criteria, such as questions asked in a lead’s email. Sales forecasting and opportunity tracking are just a click away for sales reps and managers, saving valuable time for following up with leads.
Once leads are captured, you can log all of their emails, calls, chats and social media interactions into one record, ensuring that every client communication is captured. And you can do it all on the go, with apps available for any tablet or smartphone.
Most importantly, Zoho CRM is the most affordable CRM solution for small business. The simple per user pricing allows you to pick the plan that fits your needs with no hidden costs.
Zoho CRM Plus
Zoho CRM Plus gives you all the functionality of the Enterprise level of Zoho CRM with the added benefits of the following Zoho products. Click on each link below to find out more about each additional tool. If you are interested in only one or two, they are available as separate solutions.
Post to all of your platforms at once and schedule posts effortlessly. If integrated with Zoho CRM, you can record all of your social media interactions with a lead or existing customer in Zoho CRM, capturing all of your communications.
Team collaboration, brand monitoring & reporting
Zoho Social lets you collaborate with your team, allowing different team members to post to your company’s accounts and for messaging back and forth about social media messages within the tool.
With Brand Insights, you can track mentions of your company and key phrases across all four key social media networks so you can choose to drop in on conversations about your brand.
Reporting shows you how you are doing on all four networks, without the need to log in to each separately to view analytics. See it all from Zoho Social, and generate reports for management.
Create powerful online surveys with Zoho Survey.
Create online surveys for use on your website, in email campaigns, or just for the fun of it with Zoho Survey. Surveys are a great way to engage your readers and it’s easy to build them in minutes with Zoho Survey’s professional templates, fully optimized for mobile devices.
Zoho SalesIQ – More than just website chat software. Track visitors to your website and identify leads in real time.
Zoho SalesIQ is much more than just website chat software. It tracks visitors to your website, identifies the strength of leads based on the actions they take on your website, and lets you work smarter by allowing you to define how “hot” your lead is.
Integrated with Zoho CRM, Zoho SalesIQ becomes much more. Add leads to your database after your chats with them, for their designated sales rep to follow up on later. Or, in the case of chats being used for support, get their question into the right inbox.
Zoho SalesIQ enables you to make the right improvements to your website based on where customers are converting, and offer a better sales and support experience to existing clients.
Manage projects better with Zoho Projects – Project management software that means business.
Keeping track of tasks and projects is a constant struggle for all businesses. Confusion over who is supposed to be doing what, what timelines are like for a project, and more can cause churn in your business and client dissatisfaction. At some point, you have to implement project management software to make things work.
Zoho Projects – Streamlined project management software
Once you start looking around, you’ll notice that most project management software is either expensive or has a steep learning curve. Not so with Zoho Projects. Zoho Projects was built to be easy to use and integrates easily with Zoho CRM and other software solutions you have in place in your business, including Google Apps for Work. Zoho CRM also feeds into Zoho Projects – we can make it automatically launch a new Zoho Project when a job is started in Zoho CRM.
With Zoho Projects, you have in-depth answers for clients at your fingertips when they contact you to check on a project’s progress. Your team can see who is assigned to what, all tasks are clearly timelined and designated, and managers can see who is free and who isn’t. If you choose, clients can even log in themselves to check on project progress. Zoho Projects is adjustable to a number of different project management styles, including Kanban.
Pricing depends on number of active projects – not users
Project-dependant pricing makes Zoho Projects affordable. The more projects you have on the go, the more money your business is making, and the pricing structure is based on this model. You can have unlimited users on Zoho Projects for no extra charge. And if you choose Zoho CRM Plus, Zoho Projects is included with your fee for Zoho CRM Plus.
Zoho Support – Help desk software that doesn’t feel automated for your customers
We’ve all had an experience that feels too automated with online support. Zoho Support removes that often negative customer perception with customer service software that doesn’t make your customer feel like they’re stuck in a machine when they contact your company.
Automated ticket assignment
Never lose an important customer email in transit again. Get tickets that come in to the right reps without having to sort through a general mailbox. Tickets are assigned based on rules you generate according to time of day, skill level of your rep, and much more.
Email, phone, chat and social media support
Customers will often contact your company using multiple channels if they have an issue. Sorting out all of the different communications can be time-consuming, time your reps could be spending on other clients. Zoho Support brings all possible communication channels together, with all communications from one customer recorded in one record.
Support for nine languages
Zoho Support will provide support for your customers in nine languages, two of which are Spanish and French. Giving your customers a contact point in their native language encourages their trust and goes a long way towards making an unsatisfied customer a happy one.
Zoho Reports: Real-time business intelligence reporting
In a typical small business, managers will walk around to desks, have meetings, and send emails to stay on top of what is happening with everyday operations. While this is a necessary part of doing business, managerial check-ins can take valuable time away from employees actually doing their jobs.
Rich business intelligence reporting
Zoho Reports can help business owners and management reduce this churn by providing real-time, actionable reports on exactly what is happening in every area of your business, all at the touch of a button. It can plug into numerous data feeds, spreadsheets, cloud solutions, and other software so that you aren’t just seeing what’s happening in Zoho CRM – you see everything.
Internal reports for sales, marketing and more
Zoho Reports is also a powerful tool for any employee who needs to generate reports. You can easily set up a template to generate monthly reports, or generate a one-time report based on any criteria you want.
White-label reports for clients
If you have to generate reports for clients, Zoho Reports lets you build a fully-featured and white-labeled report with rich visuals, all the data your clients need, and the ability to publish your reports privately so that your clients can view them online. If you need to show a client’s performance across all digital properties, for example, you can bring in data from social media management tools, Google Analytics, Google Adsense, and more – all in one report.
Zoho Campaigns: Email marketing for smarter marketers
Go beyond traditional email marketing with Zoho Campaigns, the email marketing software that recognizes that everything is interconnected. Fully integrate your email marketing with social media by creating Facebook landing pages, share your campaigns directly to social media from Zoho Campaigns, and do A/B testing to determine which campaigns work and which do not.
And of course, it has all of the stuff you expect from email marketing software, like professional templates, full tracking and in-depth reporting, and above all the reliability of ensuring that your campaign makes it into inboxes and can be read on mobile devices.
Zoho CRM Plus ropes all interactions, from social media to website analytics to online advertising campaigns into one tool. See how your pay-per-click campaigns are performing in real time, and pivot immediately if you need to – this is much more information than you get from Google AdWords alone.
In addition to the benefits of total transparency for your online marketing, you get access to better reporting, social media management, built-in ticketing systems for client support, and project management.
Why ion8 for Zoho CRM?
While Zoho CRM comes with many out-of-the box integrations with software and communications solutions, including Google Apps, purchasing Zoho CRM through ion8 will give you access to a team that can perform custom integrations with other unlisted software solutions you already have in place.
This will give you full access to Zoho CRM’s capabilities across all levels of your business, capturing all the information you need and getting full top-down reporting on all operations. Our large team of Zoho-certified professionals will also be available for training and support for setup, customization and ongoing support for Zoho CRM or Zoho CRM Plus.
Ready to take the next step?
Our experts in digital advertising, web design, and cloud communications are excited to partner with you to modify your business processes and guide your team through the transformation.