Ratings and Reviews 125 Ratings

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Coevera Reviews & Ratings
    753 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    12,537 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    136 Ratings
    Company Website
  • Creatio Reviews & Ratings
    589 Ratings
    Company Website
  • Act! Reviews & Ratings
    555 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,823 Ratings
    Company Website
  • ShareCRM Reviews & Ratings
    68 Ratings
    Company Website
  • BoldTrail Reviews & Ratings
    2,126 Ratings
    Company Website
  • ActiveCampaign Reviews & Ratings
    17,400 Ratings
    Company Website
  • SKU Science Reviews & Ratings
    16 Ratings
    Company Website

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 Talisma CRM?

Solutions aimed at enhancing productivity enable faster and more efficient customer interactions. Creating a centralized information repository significantly improves the quality of responses given to customers. Our tools are specifically engineered to identify customer characteristics that suggest interest in products and likelihood of purchase. By employing comprehensive multi-step omnichannel marketing strategies, businesses can increase their return on investment. We serve a diverse range of industries, such as banking, insurance, mutual funds, and securities, providing flexible deployment options that include on-premise, private, or public cloud solutions customized to meet your requirements. This level of adaptability guarantees that you can choose the deployment strategy that aligns perfectly with your organization's objectives, ultimately enhancing overall efficiency and effectiveness in customer engagement.

Media

Media

Integrations Supported

Bit Form
Boomerang
CANDDi
Cloud Elements
Dropbox
Dubb
Google Analytics
Google Workspace
Guideflow
Inigo
Kloudless
LendingWise
Pluto
TROCCO
Xinix
Xpedeus
Zoho Campaigns
Zoho SalesIQ

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

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Windows
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Zoho

Date Founded

1996

Company Location

United States

Company Website

www.zoho.com/crm/

Company Facts

Organization Name

Talisma

Date Founded

1994

Company Location

United States

Company Website

www.talisma.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

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

Insurance CRM

Not specified

Lead Management

Campaign Management

Popular Alternatives

Popular Alternatives

monday CRM Reviews & Ratings

monday CRM

monday.com
Coevera Reviews & Ratings

Coevera

Pipelinersales Corporation
HubSpot CRM Reviews & Ratings

HubSpot CRM

HubSpot
Freshsales Reviews & Ratings

Freshsales

Freshworks