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What is Zoho CRM?

Zoho CRM presents a user-friendly and organized interface enriched with distinctive features designed to enhance the chances of converting leads into customers. Its intuitive dashboard enables users to execute 'macros' that optimize the process of reaching out to leads, while also facilitating the monitoring of sales progress. Additionally, administrators are equipped to oversee missed opportunities and identify top-performing agents, empowering them to make informed decisions that can significantly influence the business through the use of comprehensive sales reports. With these tools at their disposal, businesses can fine-tune their strategies for greater effectiveness.

What is Orgzit?

We streamline Sales, Quotations, and Service by transitioning from disjointed spreadsheets to a unified, centralized platform. This approach saves you valuable time while ensuring that you remain well-informed. Every detail regarding the sales process can be accessed in one convenient location, including Customers, Opportunities, Quotations, Orders, Invoices, Service Tasks, and any additional data you require. Our solution enhances communication both vertically and horizontally across your organization. It serves as a collaborative platform for sales managers, service representatives, estimators, and finance teams, facilitating effective discussions about the sales process. With our CRM software designed for sales reps, you can enjoy comprehensive information and smooth transitions throughout the workflow. By consolidating all necessary information into a single tool, we can significantly boost employee productivity and improve communication among teams. All customer-related information is securely stored in one location, ensuring data safety without sacrificing usability. Embrace continuous improvement in your sales process with our innovative solution, leaving behind outdated enterprise CRM systems. This transformation not only optimizes your operations but also empowers your team to perform at their best.

Media

Media

Integrations Supported

Action Agent
Apartment Investor Pro
BambooBox
BrokrBindr
CANDDi
GetProspect
Grow
ManageEngine Endpoint Central
Manago AI
Praxis Cashier
RevCent
Summit
TeleCMI
Time Doctor
VoIPstudio
WOZTELL
Wrike
Zoho IoT
atEaseAI
magicplan

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$14.00/month/user
Standard Edition - $14/user/month
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month

Get a 15-day FREE Trial with every edition.
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zoho

Date Founded

1996

Company Location

United States

Company Website

www.zoho.com/crm/

Company Facts

Organization Name

P3Infotech Solutions

Date Founded

2016

Company Location

India

Company Website

www.orgzit.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Insurance CRM

Not specified

Lead Management

Campaign Management
Lead Capture
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Source Tracking

Quote-to-Cash

Not specified

RFM Analysis

Not specified

Sales Force Automation

Call Management
Campaign Management
Channel Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Referral Tracking
Sales Forecasting
Territory Management

Sales Gamification

Not specified

Sales Performance Management

Predictive Sales Analytics
Reporting / Analytics
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Tracking

Not specified

Categories and Features

CRM

Not specified

Lead Management

Not specified

Order-to-Cash

Not specified

Quote-to-Cash

Not specified

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