Overview of Zoho CRM Features and Capabilities

Zoho CRM combines sales automation, marketing tools, and customer support features in a scalable platform that grows with your business.

Key Benefits:

• Free tier available: Core CRM features for up to 3 users at no cost

• Automation tools: Workflow rules, assignment rules, and scheduled actions

• Sales features: Lead scoring, pipeline management, and sales forecasting

• Mobile access: Native apps for iOS and Android with offline access

• Customization: Custom fields, modules, and page layouts available

Notable Limitations:

• Integration restrictions: Limited third-party integrations outside Zoho ecosystem

• Free plan limits: Basic workflow automation only in free version

• Email limitations: Email templates and mass emails restricted on lower tiers

• Storage caps: Limited storage in free and lower tiers

• API access: Limited API calls in free version

Zoho CRM is best suited for growing businesses that plan to use other Zoho products, or companies needing a scalable CRM with robust automation capabilities.