Enterprise CRM Features at a Price That Fits SMB Budgets
Zoho gives you pipeline visibility, forecasting, customer service and integrations without the enterprise price tag. It is built for teams that want serious CRM without overpaying for features they will not use.
50+ ERP and software projects. Zero failed projects since 2021.
Enterprise capabilities without the enterprise price
All the features SMBs actually need, without bloat or enterprise pricing
Salesforce is built for Fortune 500 companies with unlimited budgets. Zoho is built for teams that want a serious CRM but cannot justify Salesforce's cost. You get pipeline management, forecasting, customer service and integrations at 60-70% less.
- Same pipeline and forecasting as Salesforce.
- Customer service ticketing and portal.
- 50+ integrations built in.
Six to twelve weeks from kickoff to live selling
Zoho's simpler data model means we get to a working pipeline faster than Salesforce. We configure it to how you sell, migrate your data, train your team and go live.
- Sales process mapping and configuration.
- Clean data migration from legacy system.
- Role-based training with your records.
How we get you from current system to live Zoho
Six essential features included in every implementation
Pipeline management
Track deals through defined stages with dates, values and probabilities.
Sales forecasting
Forecast revenue by rep, by stage, or by product on live pipeline data.
Mobile CRM
Full CRM access on phones and tablets so reps stay connected.
Customer service
Support ticketing, customer portal and knowledge base.
Integrations
Built-in connectors to accounting, email, marketing and other tools.
Support and training
Team onboarding and ongoing help as your use of Zoho grows.
What a CRM at the right price does for your team
Why SMBs choose TCB Infotech for Zoho CRM
Zoho CRM questions
What is Zoho CRM?
How does Zoho CRM compare to Salesforce or HubSpot?
How long does a Zoho CRM implementation take?
Can we integrate Zoho with our existing systems?
What if we outgrow Zoho?
What kind of support do you offer after go-live?
See How Zoho CRM Works for Your Budget
Book a free consultation. We will show you pipeline and forecasting in Zoho, plus an honest estimate of cost and timeline.
Book a Free Consultation →What Is Inside Zoho CRM
Pipeline management, forecasting, customer service and integrations, configured to your sales process and your budget.
Sales pipeline to customer support
Track deals and forecast revenue just like Salesforce
Deals move through your sales stages with dates, values and close probabilities. The system forecasts quarterly and annual revenue by rep, by product or by stage.
- Deal stages with probability and close date.
- Revenue forecast by rep and stage.
- Pipeline reports and dashboards.
Let workflows move deals forward, not manual data entry
Automate routine tasks: stage transitions, task creation, email notifications. Reps access the CRM on phones and tablets so they can manage deals from anywhere.
- Workflow automation and triggers.
- Mobile CRM app for iOS and Android.
- Email integration and sync.
Help desk and ticketing built into Zoho
Support tickets come in from email. Agents see the customer record and the knowledge base. Customers can open tickets via a self-service portal.
- Support ticketing and routing.
- Knowledge base and FAQ.
- Customer self-service portal.
Everything the implementation covers
Sales process configuration
Your stages, fields and custom workflows configured.
Data migration
Clean migration from your current system with reconciliation.
Automation setup
Workflows and triggers that move deals without manual entry.
Integrations
Connections to accounting, email and your other tools.
Team training
Role-based training on your actual records and workflows.
Support and growth
Ongoing support, new reports and integrations as you grow.
See Zoho CRM Features for Your Business
Book a free consultation. We will walk through Zoho's pipeline, forecasting and customer service capabilities.
Book a Free Consultation →