Zoho CRM Demo | All Editions | 2022

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In this video I go over some of the key features of Zoho CRM.

  1. Nick Boardman
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00:02 Overview of Zoho CRM features
01:45 Managing potential deals and contacts in Zoho CRM
03:30 Zoho CRM allows you to manage sales and track sales pipeline.
05:18 Efficiently manage sales pipeline stages in Zoho CRM
06:59 Zoho CRM offers pre-made and customizable reporting options for users.
08:42 Zoho CRM system allows breakdown of data and customization for analytics.
10:18 Zoho CRM offers a range of features for product management and customer issue resolution.
11:54 Zoho CRM offers customization, automation, and process management.
Crafted by Merlin AI.

AmirUstad-wphh
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I have to say, this is awesome. I use Salesforce in my full time position (10+ years), and this seems so much cleaner (visually and technically). My husband and I recently started a business and I'm going to give this a try instead of Salesforce! Does Zoho have documentation available on the web? With Salesforce, I can Google a question and immediately find instructions on how to do what I'm looking for - hoping I'll be able to do the same here, as this will be new to me.

jaimeklar
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Is the CRM accessible via the net or do you need to download the system onto your laptop? Are you able to work on the CRM system offline without WIFI? Can you upload customers documents such as paspoort copy, etc, etc to each customer profile?

JoJo-sttd
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where the hell is the notes section, i have to make multiple calls and contact points before a deal is made and I have to document these calls.

colinburger
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What's the difference between accounts and deals? They look the same

cpt
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Can I use zoho for a non profit organisation to orgnize the list of beneficiaries under each projct?

rubakhanji
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Hey do you provide services such as customizing Zoho CRM for small businesses?

victoriaioppi
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Hi Nick, we use Zoho everyday and we have CRM Plus but our account looks slightly dated compared to yours? Your tab section (purple strip) is thicker more colourful and looks newer - how is this achieved?

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