Month: March 2023

Customer Relationship Management (CRM) software, HubSpot, is popular among companies because it helps businesses have better interactions and relationships with customers and potential customers. The success of any business hinges on this aspect. 

If you’re looking to enhance your task management approach and customer service management, HubSpot could be a valuable choice for you and your team. It’s user-friendly, and the intuitive interface further makes it easy to use for your business. Plus, it is well-recognized for its excellent integration features.

This customer relationship management tool also includes project management features that empower you and your team to complete all your projects in an organized and efficient way. Discover the features, pros, and cons of HubSpot by reading this review on HubSpot.

Our Verdict

HubSpot at a Glance – Free to $5,000/month

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HubSpot is a cloud-based CRM platform designed to assist companies in tracking and nurturing leads while analyzing business metrics. It caters to businesses of all types and sizes in various industries such as retail, real estate, marketing, sales, construction, and accounting.

With HubSpot, businesses can easily monitor outbound and inbound leads, manage sales pipelines with automation, and handle leads and contact management, email campaigning, and tracking. Its proper migration and population capabilities provide a single customer view, enabling businesses to capture and store various data points about prospects and customers, including their website behavior, personal information, and engagement history with the brand. The platform’s ability to integrate across various functionalities is one of its main strengths.

Utilizing a CRM system allows businesses to effortlessly monitor customer interactions across various channels such as email, social media, live chat, or phone calls. These interactions are then organized in a timeline based on each lead. Additionally, HubSpot CRM’s marketing tool offers lead generation and email marketing automation features, empowering businesses to create and manage email templates and track their efficacy.

Overall, HubSpot CRM is an excellent option for businesses seeking a customer relationship management and project management solution. After reading this HubSpot CRM software review, you can evaluate for yourself whether this product is a good fit for you and your team or not.

• The fundamental CRM software is available at no cost.
• Receive immediate updates on lead actions.
• Create customized email sequences for both potential and current clients.

• For small enterprises, the per-user plans may be costly.
• Each contact can only receive one email.

Who Is HubSpot Best For?

HubSpot is best suited for small to medium-sized businesses looking for a powerful and user-friendly customer relationship management plus project management system that can effectively manage their sales pipeline. It can automate your marketing endeavors and provide you with invaluable analytics and insights.

It’s also ideal for you if you are seeking to integrate your CRM software with your marketing automation and customer service tools.

Hubspot Pricing

There are four HubSpot plans available, each with different pricing and features. To identify the HubSpot project management plan that best suits your business requirements and financial capabilities, it is essential to compare the pricing and features of the four available plans.

HubSpot

Free plan

Starter

Professional

Enterprise

Price

Free (one team with unlimited users)

$30/month (2 users)

$1600/month (5 users)

$5,000/month (10 users)

Marketing

• Unlimited storage
• Email marketing
• Content marketing
• Lead generation
• Contact management

• Unlimited storage
• Email marketing
• Content marketing
• Lead generation
• Contact management
• Automation workflows
• Lead scoring
• Reporting
• 1,000 marketing contact

• Unlimited storage
• Email marketing
• Content marketing
• Lead generation
• Contact management
• Automation workflows
• Lead scoring
• Reporting
• Marketing automation
• Advanced reporting dashboard
• Paid marketing
• Social marketing
• Omni channel features
• A/B testing
• 2,000 marketing contact

• Unlimited storage
• Email marketing
• Content marketing
• Lead generation
• Contact management
• Automation workflows
• Predictive lead scoring
• Reporting
• Marketing automation
• Advanced reporting dashboard
• Paid marketing
• Social marketing
• Omni channel features
• A/B testing
• Custom event tracking
• Multi-touch revenue attribution
• 10,000 marketing contact

Sales

• 5 documents in storage
• API available

• 5,000 documents in storage
• API available

• 5,000 documents in storage
• API available
• Lead scoring

• 5,000 documents in storage
• API available
• Predictive lead scoring
• Custom reports

Service

N/A

• Email support
• Phone
• Live chat

• Email support
• Phone
• Live chat

• Email support
• Phone
• Live chat

CMS

• Blog import
• 24/7 security monitoring & threat detection
• Basic SEO recommendations & optimizations
• 1 shared inbox

• Blog import
• 24/7 security monitoring & threat detection
• Basic SEO recommendations & optimizations
• 1 shared inbox
• Standard web analytics dashboard

• Blog import
• 24/7 security monitoring & threat detection
• Advanced SEO recommendations & optimizations
• 100 shared inboxes
• Customizable website traffic analytics

• Blog import and export
• 24/7 security monitoring and detection
• Advanced SEO recommendations and optimizations
• 200 shared inboxes
• Customizable website traffic analytics
• Admin notifications management
• Site performance monitoring

Operations

• Data sync
• Default field mappings

• Company insights
• Data sync
• Default field mappings
• Custom user permissions

• Company insights
• Data sync
• Default field mappings
• Custom user permissions
• Team performance tracking
• Campaign performance tracking
• 3,100 custom reports
• 400 workflows

• Company insights
• Data sync
• Default field mapping
• Team performance tracking
• Campaign performance tracking
• Custom user permissions
• 3,500 custom reports
• 20 custom objects definitions
• 1,100 workflows
• 50 datasets

HubSpot Pricing Packages

HubSpot is a popular all-in-one marketing, sales, and customer service software that offers a variety of pricing plans to fit the needs and budgets of different businesses. 

To know the most suitable plan for your business, go through our explanation of their CRM packages.

HubSpot Free Plan – Free Forever

The HubSpot Free plan caters to the needs of small businesses and startups who are initiating their inbound marketing efforts, making it an ideal option. The plan offers basic features such as lead generation, contact management, email marketing, and a simple CRM system. 

This plan is perfect for companies looking to get a taste of HubSpot’s capabilities and see if it’s the right fit for them. It’s also a great option for businesses on a tight budget, as it’s entirely free.

HubSpot Starter Plan – $30/month (2 users)

The HubSpot Starter plan is designed for small businesses that have outgrown the Free plan and are looking for more advanced features. 

In addition to all the features of the Free plan, this plan provides supplementary tools such as automation workflows, lead scoring, and advanced reporting. It’s perfect for businesses that have started to generate a steady flow of leads and are looking to improve their sales and marketing processes.

HubSpot Professional Plan – $1,600/month (5 users)

The HubSpot Professional plan is best suited for mid-sized businesses that have established sales and marketing teams and need more advanced features to manage their customer journey. 

The plan offers all the features of the Starter plan plus additional tools such as A/B testing, marketing automation, and advanced reporting dashboards. It’s a great option for businesses that need to manage a large number of contacts and want to optimize their lead nurturing and sales processes.

HubSpot Enterprise Plan – $5,000/month (10 users)

The HubSpot Enterprise plan is the most advanced and comprehensive plan that HubSpot offers. It’s best suited for large businesses with complex sales and marketing needs. 

The plan offers all the features of the Professional plan plus additional tools such as predictive lead scoring, custom event tracking, and multi-touch revenue attribution. It’s perfect for businesses that need a highly customizable and scalable solution to manage their entire customer journey, from lead generation to customer retention.

HubSpot provides various pricing plans that are tailored to meet the requirements and financial resources of diverse businesses. By choosing the right plan, businesses can access the right features and tools to optimize their sales and marketing processes and achieve their growth goals.

HubSpot Features

Let’s take a closer look at all the major features that HubSpot has to offer. We will discuss marketing, sales, service, CMS, and operations.

Marketing

For businesses, HubSpot Marketing is a potent tool that enables them to design and oversee their marketing campaigns. It enables businesses to attract visitors to their websites, convert them into leads, and ultimately turn them into customers. 

With HubSpot Marketing, businesses can create targeted and personalized content that resonates with their audience and automate email campaigns to nurture leads and move them through the sales funnel.

You can also optimize landing pages and CTAs to increase conversion rates, use social media to reach and engage with potential customers, analyze the performance of their campaigns and adjust your strategy accordingly.

Using HubSpot Marketing helps you streamline the marketing efforts of your business, save time and resources, and achieve better ROI on your marketing spend.

Sales

The HubSpot Sales tool empowers businesses to streamline their sales processes, facilitating sales teams with the necessary resources to foster stronger customer relationships and secure more successful deals. 

By using HubSpot Sales, businesses can automate their outreach efforts and follow-up activities and track email opens and clicks to get real-time insights into prospect engagement.

You can also use meeting scheduling tools to streamline your business’ sales process, manage your sales pipeline and forecast revenue more accurately, analyze your sales data to identify areas for improvement, and optimize your strategy.

HubSpot Sales is an avenue for businesses to increase their sales productivity, close more deals, and improve their customer relationships.

Service

HubSpot Service is a tool that helps businesses provide exceptional customer support and build long-term relationships with their customers. It enables businesses to manage customer inquiries, resolve issues, and gather feedback to improve their service. 

With HubSpot Service, businesses can manage customer inquiries and support tickets in one place, provide real-time support via live chat or chatbots, and create a knowledge base with answers to frequently asked questions.

You can also gather customer feedback to improve service quality, analyze customer data to identify areas for improvement, and optimize your business strategy.

HubSpot Service enables you to provide better customer service, increase customer satisfaction, and build stronger customer relationships for your business.

CMS

The HubSpot CMS is a valuable resource for businesses seeking to create and oversee their website content. Equipped with various tools, it empowers businesses to construct an engaging website that attracts visitors and facilitates conversions.

With HubSpot CMS, your business can enjoy easy creation and publishing of content with drag-and-drop editing and website optimization for search engines with SEO tools.

You can also use responsive design to ensure that your business website looks great on all devices, analyze your website’s performance and make data-driven improvements, and integrate your website with other HubSpot tools to create a seamless user experience.

Using HubSpot CMS enables you to create a professional-looking website, optimize it for search engines, and increase your website’s performance.

Operations

HubSpot Operations is a powerful tool designed to enhance the operational efficiency of businesses. By providing a comprehensive set of automation tools, data management resources, and analytical capabilities, it equips businesses with everything they need to streamline their operations, extract valuable insights, and optimize their processes.

By using HubSpot Operations, businesses can automate routine tasks and workflows to save time and resources, manage their data more effectively to ensure accuracy and consistency and gain insights into their operations with powerful analytics tools.

Also, Hubspot operations make it easy to optimize your processes and make data-driven improvements and ensure compliance with data protection regulations such as GDPR.

Plus, using HubSpot Operations is an effective way for businesses to streamline their operations, improve their efficiency, and make better decisions based on data.

Benefits of Hubspot CRM

Hubspot CRM offers several benefits for you and your business including:

Streamlined Sales Process

HubSpot CRM provides a single platform for managing your sales process, from lead generation and qualification to deal closing and customer retention. With a user-friendly interface, it simplifies your sales team’s tasks, allowing them to focus on the most critical tasks.

Centralized Customer Information

With HubSpot CRM, all customer information is centralized in one place, making it easy to access customer profiles, track interactions, and analyze customer behavior. This enables sales reps to tailor their conversations with prospects, enhancing the customer experience and increasing the likelihood of closing deals.

Automated Tasks

HubSpot CRM automates time-consuming tasks like data entry, follow-up emails, and lead tracking, enabling your sales team to be more efficient and effective. By utilizing workflows and templates, your team can allocate their time towards high-value tasks, like developing relationships with potential customers and finalizing deals.

Customizable Dashboards and Reports

Additionally, HubSpot CRM provides customizable dashboards and reports that offer up-to-date insight into sales activity, pipeline health, and team performance. This information can be leveraged to pinpoint areas of improvement, fine-tune sales strategies, and predict future revenue.

Integration with Other HubSpot Tools

HubSpot CRM integrates seamlessly with other HubSpot tools, including marketing automation, customer service, and content management. This enables your sales team to collaborate with other teams and leverage data from across the organization to drive growth and improve the customer experience.

Methodology for Hubspot Review

To provide you with an accurate and informative review of Hubspot, we analyzed and compared various aspects of the platform. Here are the key factors we considered:

Marketing

We examined the different marketing features offered by Hubspot, including email marketing, social media marketing, landing pages, and SEO tools. We assessed the ease of integration between Hubspot and other marketing tools to streamline marketing efforts.

Plus, we in-depth analyzed the reporting and analytics capabilities of Hubspot, including the ability to track website traffic, leads, and conversions.

Sales

We evaluated the functionality of Hubspot’s CRM, including contact management, pipeline management, and deal tracking. The various sales tools offered by Hubspot, such as email templates, automation, and analytics were examined as well.

Service

Our assessment involved analyzing the accessibility and quality level of Hubspot’s customer support options, which include live chat, email, and phone assistance.. We also evaluated if Hubspot had a knowledge base, guides, or FAQs.

CMS

The different content management system (CMS) features offered by Hubspot, including website design, blog creation, and content optimization tools were examined. We analyzed the reporting and analytics capabilities of Hubspot’s CMS, including the ability to track website traffic, engagement, and conversion rates.

Operations

We evaluated the workflow management capabilities of Hubspot, including workflows, mappings, and data sets. Also, we analyzed the reporting capabilities of Hubspot, including the ability to track team performance, campaign performance, and ROI.

Hubspot Reviews

Overall, Hubspot has positive customer reviews from G2 (voted best global software company) and TrustRadius (ranking third in the marketing automation software category). 

G2 reviewers commend it for its customer relationship management, inbound marketing, and sales pipeline features, although they acknowledge its complexity in the steep learning curve in terms of new users.

TrustRadius reviewers approve of its board’s in-depth analysis and sales tracking capacity while pointing out its cost and rigid contracts.

Hubspot Alternatives

If you are searching for customer relationship management software that has lower pricing than HubSpot, here are other alternatives you might want to consider.

Pipedrive – Paid pricing starts at $14.90/month/user

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Pipedrive is designed primarily for sales teams, but it can be a powerful solution for small-to-medium-sized businesses. Despite the numerous customization options and dashboard features, Pipedrive’s interface is easy to navigate and suitable for all levels. Pipedrive and Hubspot have similar reporting capabilities, are well-designed, and offer decent multi-channel support.

In contrast to Hubspot’s Free CRM plan, Pipedrive does not offer a free option that encompasses marketing capabilities, such as forms and landing pages. Additionally, it lacks email features like Hubspot’s Conversations inbox, which allows agents to view, manage, and reply to incoming conversations in one place.

However, Pipedrive’s paid plans are considerably more affordable than Hubspot’s, and they offer the flexibility to pay for a single user, which is not an option with Hubspot. Pipedrive’s plans start at $19.90/month/user and increase incrementally as your business grows. You can also enjoy discounts if you choose to pay annually.

Zoho – Paid pricing starts at $20/month/user

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Zoho CRM Review

Zoho is a comprehensive marketing solution, similar to HubSpot, offering services like email hosting, website creation, and customer relationship management (CRM) software. It also provides additional software for accounting, customer service, and project management.

If you’re seeking an alternative to HubSpot, Zoho CRM is worth considering as it offers a free plan for up to three users. While Zoho’s interface is user-friendly, it’s not as modern as HubSpot’s. Additionally, Zoho lacks live chat support, which HubSpot provides with exceptional speed. 

However, Zoho provides three distinct views (kanban, canvas, and tubular) for managing contacts, leads, accounts, and deals, whereas HubSpot only provides two. Zoho’s pricing model is flexible, allowing you to pay for what you need and offering reasonably priced paid plans.

Zoho CRM has a distinctive aspect in its “activities” section that allows users to categorize their tasks by activity types like upcoming meetings, open tasks, and all calls. This feature includes numerous filters, making it easy to find what you need quickly. Zoho also offers extensive report generation and detailed visual analytics, with customizable dashboards.

Zoho CRM caters to enterprises and small businesses alike, with no setup fees and a pay-as-you-go pricing model, making it a great alternative to HubSpot.

Salesforce – Paid pricing starts at $25/month/user

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Salesforce is an intricate CRM with unparalleled advanced tools, but it comes at a steep cost and requires a long learning curve. On the other hand, HubSpot is more user-friendly and cost-effective, but its features are not as extensive as Salesforce.

HubSpot provides a free plan for basic CRM needs, which is not available in Salesforce. Salesforce provides a 30-day complimentary trial to assist users in becoming familiar with their platform, whereas HubSpot presents a 14-day free trial for its paid plans. The two platforms offer crucial CRM features, including sales prediction, email marketing, and managing contacts and leads.

Salesforce excels in customization, analytics, and advanced features, while HubSpot surpasses Salesforce in user-friendliness and cost-effective plans.

Bottom Line on Hubspot Review

Overall, HubSpot is a CRM software with impressive customer relationship management features, although it has a few limitations as well. You can consider HubSpot as a viable option for your business if you want to enhance your marketing efforts and improve the relationship between your customers and your business.

As businesses continue to grow, managing customer relationships becomes a daunting task. At this stage of the business, customer relationship management (CRM) software comes in. There are several CRM options on the market, but one that stands out is Zoho CRM. In this review, we’ll take a closer look at Zoho CRM’s pricing, features, and overall functionality. We’ll discuss the software’s benefits and drawbacks, as well as its suitability for various business sizes and types. 

Zoho CRM is popular among small and large enterprises, because it guarantees efficient management of clients and business operations. In this review, you’ll get a good understanding of why Zoho CRM is the right solution for your business’s CRM needs. This is because we carried out an in-depth review of Zoho CRM, and what it has to offer. 

Our Verdict on Zoho CRM

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Zoho CRM provides an amazing customer experience to its clients in the management of their business operations. Zoho CRM helps clients to have an in-depth relationship with customers that ensures the customers are happy, happy to return and remain loyal to your brand. Zoho provides clients with a wide range of features that brings about the best productivity and work satisfaction for businesses that use Zoho for customer relationship management. 

With Zoho, CRM firms are able to harness the full power of omnichannel presence, KPIs, segmentation, predictive intelligence, and several other features that deliver a great experience for growth to businesses and individuals. Zoho CRM platform offers excellent customer support to its thousands of clients globally, making it one of the best CRM software in the industry. 

Zoho CRM offers you the opportunity to integrate hundreds of third-party app solutions, to create a holistic robust working space for your team. The integration feature of Zoho helps you to collaborate and interact with your team’s workspace. Zoho CRM allows you to track activity times and productivity between your employees, it also helps you to automate processes as much as possible. The automation of processes using the features provided by Zoho ensures that work is completed more efficiently and with greater speed. 

Zoho CRM dashboard helps you to have an overview of the processes going on in your firm at a glance. Through the dashboard, you can also get insightful data on the real-time performance of your workers and your organisation in real-time. Several other features are offered by Zoho CRM, some of them include: Lead management, Forecasting, Marketing automation, Customization options, Mobile access, Integration, etc. 

Zoho CRM offers five membership plans for clients depending on the needs of their business operations. The different categories of membership available on Zoho include the Free plan, Standard plan: $18/user/month, Professional plan: $30/user/month, Enterprise plan: $45/user/month, Ultimate plan: $55/user/month.

• You are allowed to use timesheets to log billable and non-billable work hours, this ensures accurate invoicing.  
• Task automation feature the automated task assigner is available, this feature helps to speed up work and save time  
• Availability of Gantt charts for process optimisation 
• Cross and multi-platform integration is support  

• There is a limitation of customization options 
• There is a lack of iOS-compatible app
• Limitation in the number of integration 

Zoho CRM Pricing Table

The different membership plans available on Zoho CRM offer a wide range of features. We will consider some of these features and the extent of the feature functionality on every membership category on Zoho CRM. To determine the Zoho plan that is best suited for your business requirement, it is crucial to compare the features and pricing of five available plans on Zoho. 

Zoho CRM

Free Plan

Standard

Professional

Enterprise

Ultimate

Pricing

Free forever

US$18/user/month billed monthly

US$30
/user/month billed monthly

US$45
/user/month billed monthly

US$55/user/month billed monthly

Email Notification

You have access to 5 email notifications/actions, 50 emails/user license, 150 emails/day
(whichever is lower)
you can only send emails to the CRM users

Users have access to 5 email notifications/actions, 100 emails/user license, 5,000 emails/day
(whichever is lower)

Users have access to 5 email notifications/actions, 200 emails/user license, 10,000 emails/day
(whichever is lower)

Users will have access to 5 email notifications/actions, 500 emails/user license, 25,000 emails/day
(whichever is lower)

Users can send up to 5 email notifications/Action, 1,000 emails/User License, 50,000 emails/Day
(whichever is lesser)

Sales force automation

With the free plan, you have access to Leads, Accounts, Contacts, Deals, Document Library, Activities (meetings, tasks, calls)

The standard plan offers these features:

• Basic modules
• Tasks, calls, events
• Advanced filters
• Multiple pipelines
• Scoring rules
• Sales forecasting
• Email insights
• Multiple currencies

• Basic modules
• Tasks, calls, events
• Advanced filters
• Multiple pipelines
• Scoring rules
• Sales forecasting
• Email insights
• Multiple currencies
• Macros
• SalesSignals
• Assignment rules

• Basic modules
• Tasks, calls, events
• Advanced filters
• Multiple pipelines
• Scoring rules
• Sales forecasting
• Email insights
• Multiple currencies
• Macros
• SalesSignals
• Assignment rules
• Multiple scoring rules
• Custom SalesSignals
• Email parsers
• Data entry wizards
• Portals

• Basic modules
• Tasks, calls, events
• Advanced filters
• Multiple pipelines
• Scoring rules
• Sales forecasting
• Email insights
• Multiple currencies
• Macros
• SalesSignals
• Assignment rules
• Multiple scoring rules
• Custom SalesSignals
• Email parsers
• Data entry wizards
• Portals

Automation and process management

Workflow rules (helps organisations to automate daily activities)

Workflow rules (helps organisations to automate daily activities)

• Workflow rules (helps organisations to automate daily activities)
• Blueprint
• Webhooks

• Workflow rules
• Blueprint
• Webhooks
• Record approval process
• Data review process
• Custom functions
• CommandCenter

• Workflow rules
• Blueprint
• Webhooks
• Record approval process
• Data review process
• Custom functions
• CommandCenter

Product customization

• Rename Tabs
• Layout Editor
• Standard List Views

• Homepage customization
• Rename tabs
• Custom list views
• Custom fields
• Canvas
• Tab groups

• Homepage customization
• Rename tabs
• Custom list views
• Custom fields
• Canvas
• Tab groups
• Validation rules

• Homepage customization
• Rename tabs
• Custom list views
• Custom fields
• Canvas
• Tab groups
• Validation rules
• Custom modules
• Custom buttons
• Page layouts
• Translations
• Developer Sandbox

• Homepage customization
• Rename tabs
• Custom list views
• Custom fields
• Canvas
• Tab groups
• Validation rules
• Custom modules
• Custom buttons
• Page layouts
• Translations
• Developer Sandbox

Reports and analytics

Predefined reports

• Predefined reports
• Predefined dashboards
• Custom reports and dashboards
• Basic dashboard components
• Analytics mobile app

• Predefined reports
• Predefined dashboards
• Custom reports and dashboards
• Basic dashboard components
• Analytics mobile app
• Custom reports and dashboards

• Predefined reports
• Predefined dashboards
• Custom reports and dashboards
• Basic dashboard components
• Analytics mobile app
• Custom reports and dashboards
• Advanced dashboard components
• Anomaly detectors
• Webform analytics

• Predefined reports
• Predefined dashboards
• Custom reports and dashboards
• Basic dashboard components
• Analytics mobile app
• Custom reports and dashboards
• Advanced dashboard components
• Anomaly detectors
• Webform analytics
• Zoho Analytics

Marketing automation

Email templates

• Email templates
• Email authentication
• Mass email
• Social profile integration

• Email templates
• Email authentication
• Mass email
• Social profile integration
• Email relay
• CRM for Google Ads

• Predefined reports
• Predefined dashboards
• Custom reports and dashboards
• Basic dashboard components
• Analytics mobile app
• Custom reports and dashboards
• Advanced dashboard components
• Anomaly detectors
• Webform analytics

• Email templates
• Email authentication
• Mass email
• Social profile integration
• Email relay
• CRM for Google Ads
• Attribution
• Segmentation
• Auto-responders

Security

• Profiles
• Roles
• GDPR Compliance

• Profiles
• Role-based hierarchy
• Multiple organizations
• GDPR Compliance
• CRM audit logs
• IP address restriction

• Profiles
• Role-based hierarchy
• Multiple organizations
• GDPR Compliance
• CRM audit logs
• IP address restriction
• Field-level security

• Profiles
• Role-based hierarchy
• Multiple organizations
• GDPR Compliance
• CRM audit logs
• IP address restriction
• Field-level security
• Reporting hierarchy
• Record-level sharing
• Territory management
• Data encryption

• Profiles
• Role-based hierarchy
• Multiple organizations
• GDPR Compliance
• CRM audit logs
• IP address restriction
• Field-level security
• Reporting hierarchy
• Record-level sharing
• Territory management
• Data encryption

Note, if you decide to purchase a Zoho CRM plan and pay a yearly subscription you get a 34% discount on any plan you wish to buy.  

Zoho CRM Pricing Packages

To determine the Zoho CRM plan suitable for your business, go through this summary explanation of Zoho CRM packages.  

Zoho CRM Free Plan – Free Forever 

This is the plan for individuals and startups who are looking to test the waters in customer relationship management. This Zoho free plan offers limited basic features, but enough to provide good work for its user status. Some of the features offered by this plan include: Rename Tabs, Layout Editor, Standard List Views, Predefined reports, Email Templates, GDPR Compliance, etc. 

The Zoho free plan is also meant for large corporations to try out the excellent offerings and customer relationship management of Zoho before they decide on the higher plan with more features they will purchase that serves the needs of their business. Here are other free CRM software to consider.

Zoho Standard Plan 

The standard plan is for small businesses that have outgrown the free plan and have the need to use more features and more seats for team members or employees in the business. The standard plan is priced at US$18 /user/month which is billed monthly. The standard plan provides access to more features than the free plan, such as security features, marketing automation features, etc. 

Zoho Professional Plan 

The professional plan of Zoho CRM is suited for mid-sized businesses that have continually increasing patronage and have the need to manage their customer relationship. This plan offers a wide range of features more than what is available in the standard plan. This plan has more security features, better analytics and reporting tools, and better customization tools. The Zoho professional plan is priced at US$30/user/month which is billed monthly. 

Zoho Enterprise Plan 

The Zoho enterprise plan is the plan for much more established mid-sized businesses that are targeting to grow into large businesses with several locations across regions. This plan provides more advanced features in security and every other aspect of customer relationship management compared to what is offered by the professional plan and other plans lower than it. 

Zoho enterprise plan offers Advanced dashboard components, Anomaly detectors, Webform analytics and several other advanced features that set it apart. The enterprise plan is priced at US$45/user/month billed monthly. The Zoho enterprise plan is the most popular plan on Zoho CRM software solid offerings. 

Zoho Ultimate Plan 

The Zoho ultimate plan is the plan for very large and established businesses looking to consolidate their positions through customer relationship management. Zoho ultimate plan offers all the available features on its platform to users who operate on the ultimate plan. The pricing of Zoho ultimate is placed at US$55/user/month for monthly billing. Zoho ultimate has the auto-responders feature exclusive to it meaning this feature and many others are available only on the Zoho ultimate plan. 

Zoho CRM Features

We’ll take a look at the major features offered by Zoho CRM. The features we will discuss include sales force automation, automation and process management, product customization, reports and analytics, and marketing automation. 

Sales Force Automation

Zoho offers a robust sales processing feature that is highly advanced with several functionalities within the sales force automation system. The sales force feature enables you to automate routine sales, marketing, and support functionalities that take up valuable work time. This gives you more time to concentrate on your customers. The sales force automation allows you to create optimized workflows that help reduce manual data entry and eliminate redundancies. This helps in increasing the speed of your business’s overall process.  

Automation And Process Management

This feature is the core feature that helps to automate the entire processes of your business sales team. This feature helps to make the functioning of the business sales seamless. This feature provides a blueprint of the business pipeline and structure, even if an employee or team member is not conversant with the system. With this feature, you can define your business sales process for your team.

Product Customization

This feature is a unique one with specialisation products as its main function. With this feature, you can combine various features to build a CRM that fits the specific needs of your business. This feature brings together all the needs of any business and builds a unique solution for your business. 

Security

Zoho CRM takes the security of users very seriously hence security is a top priority at Zoho CRM. Zoho provides businesses with the top security protection for their user’s data, and privacy while allowing employees the opportunity to carry out their work. With this feature, you are able to assign roles, define missions, define permissions, and control the information of your Zoho CRM. 

Marketing Automation

This feature ensures that you get your marketing and sales teams on the same page for the growth of the business. This collaboration leads to new leads and the execution of targeted marketing on small companies. This ensures that startups can also get marketing leverage, the marketing automation is done by integrations. 

Omnichannel

The omnichannel feature records and covers events in real-time, when handling customer projects, you will get notified whenever anyone interacts with your ads. This feature helps to provide businesses with more exposure and potential clients. 

Zoho CRM Customer Review

Zoho is rated positively hence the over 250,000 clients that make use of Zoho CRM. Zoho is rated as one of the best CRM marketing software of 2023 by Forbes advisor. While G2 rated Zoho as one of the best global CRM software. 

Forbes advisor reviewers commended the CRM features available on Zoho CRM, saying that they are one of the best in the industry. 

G2 reviewers commend the Global customer relationship management abilities offered by Zoho CRM using its advanced features, especially the tons of customisation features offered on Zoho. 

Benefits of Zoho CRM

Zoho offers a wide range of benefits that help increase your business value offerings. The benefits include: 

Automated Sales Process

Zoho offers a robust platform for you to manage your business sales process in an automated manner. Zoho CRM helps you in lead generation and helps you in closing deals for agreed deals. With Zoho, you are Guaranteed of giving your customers what they want, which helps them to stay loyal and come to buy again. 

Automated Tasks

Zoho helps you to automate your business processes and management using the best process management tools. With Zoho your business is set to function optimally with little human intervention, this improves productivity in the long run. 

Customizable Dashboards and Reports

With Zoho, you have access to customizable dashboards and tools for reporting and making analyses of your business output and operations. This feature provides you with up-to-date happenings in your business in real-time, if you wish to have a real-time report of sales activity.

Integration with Other HubSpot Tools

With Zoho CRM you have access to third-party integrations that enhance work productivity and cross-platform sharing and collaboration among team members. This feature helps your business sales team to reach out to other organisations when necessary seamlessly. This increases organisational structure and overall performance.

Methodology for reviewing Zoho CRM

In researching this review of Zoho CRM, we looked at the various sections of Zoho CRM and the platform as a whole, we then considered these features for our review 

Marketing Automation

We examined the marketing features available on Zoho CRM, including Email templates, Email authentication, Mass email, Social profile integration, Email relay, and CRM for Google Ads. We examined the ease of use of these features, and the integration of Zoho with other third-party platforms, for business streamlining and sales growth through analytical capabilities offered by Zoho. 

Sales Force Automation

We examined the working of Zoho CRM sales automation tools including Sales forecasting, Email insights, Multiple currencies, Macros, SalesSignals, etc. These sales tools were also tested for full functionality. 

Automation And Process Management

We evaluated the workflow process management on Zoho considering the complexity of certain tasks, we determined that the automation of business process management offered by Zoho worked as stated by Zoho. Some of the features examined were Workflow rules, Blueprint, Webhooks, Record approval process, and Data review process. 

Security

Zoho claims to put security a priority for it, hence we checked out the security features of Zoho CRM. The system did have a very positive response to the system security examination. Some of the security tools examined on Zoho include CRM audit logs, IP address restriction, and Field-level security. 

Alternatives to Zoho CRM 

If you are searching for customer relationship management alternatives to Zoho CRM that offer more features and better pricing than Zoho. Here are alternatives to Zoho CRM, you may want to have a look at.  

HubSpot

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HubSpot operates as a cloud-based CRM, HubSpot is designed to help businesses in the tracking and nurturing of leads. HubSpot provides customer relationship management for all sizes of businesses. HubSpot is a good alternative to Zoho CRM in terms of the features offered by HubSpot and the user interface of the user area of the platform.

HubSpot offers five tiers of membership plans from the free plan to the enterprise, HubSpot is priced from $0 for the free plan to the enterprise plan which goes for  $,5000/month. 

Salesforce

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Salesforce as a CRM services provider offers unparalleled advanced tools. The platform offers great features that require you to learn committedly. The cost of the different plans of Salesforce prices is expensive, but the platform offers features and tools that cover the high cost of membership plans making it a worthy alternative to Zoho. 

Salesforce offers very extensive features that are solid which makes it a worthy alternative to Zoho CRM. Salesforce pricing is given thus paid pricing starts at $25/month/user. Salesforce is very user-friendly and cost-effective.

Pipedrive

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Pipedrive as a CRM solution is designed to cater for sales teams, Pipedrive is an excellent and powerful solution for small and mid-sized businesses. This makes Pipedrive a good alternative to Zoho, the platform provides a robust range of features to business owners. Pipedrive offers features such as Customization tools, integration, dashboard features, etc., pipedrive has a super easy-to-navigate interface making it a go-to platform for customer relationship management. 

Pipedrive paid plans costs are similar to that of Zoho CRM, this puts Pipedrive in a good position again as an alternative to Zoho CRM. The pricing for Pipedrive starts at $9.90/month/user to $59.90/user/month. Pipedrive does not offer free forever plans but gives a free trial to intending members.

Bottom Line

Overall, Zoho CRM offers a wide range of customer relationship management solutions as we have discussed. The tools available on Zoho CRM are amazing, even though Zoho has limitations like every other CRM solutions provider.

Zoho is a CRM solution provider you should consider because it is a viable option to enhance your business marketing and management efforts. With Zoho, you can continually grow your business relationship with your customers.