Focusing On Your Business Relationships with Zoho CRM


So what is a CRM?

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. 

The goal is simple, to improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability. 

When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, productivity, and more.

A CRM solution helps you focus on your organisation’s relationships with individual people which includes, customers, service users, colleagues, or suppliers, throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship. 

With visibility and easy access to data, it’s easier to collaborate and increase productivity. Everyone in your company can see how customers have been communicated with, what they’ve bought, when they last purchased, what they paid, and so much more. 

A CRM can help companies of all sizes drive business growth and it can be  beneficial to a small business, where teams often need to find ways to do more with less.

Which CRM do I pick?

If like many others, you trust and their extensive market knowledge, their answer is simple: “Affordable and beautifully designed, Zoho CRM is the best CRM for small businesses.”

This breezy software-as-a-service (SaaS) solution looks and feels like a lightweight cloud product, but it packs in a surprising number of high-end features and customization options for serious business users on a budget.

Since this customer relationship management (CRM) solution is part of the Zoho SaaS (Software as a Service) family, it can be used on its own or in tandem with other Zoho apps and services, effectively giving small business owners the ability to build out comprehensive cloud-based systems to manage every aspect of daily business. 

Like the rest of Zoho’s cloud suite, Zoho CRM is compatible with many popular third-party social media platforms, and it sports built-in collaboration features, like the shareable calendar and file repository. 

Unlike many CRM solutions, which were built for enterprises and then scaled down for SMB use, Zoho CRM was created specifically for small businesses.

This CRM software is affordable, easy to use, and doesn’t require an IT degree to manage.

Key offerings that Zoho CRM/Suite provide are:

  • Integration into MS Office 365 mail and contacts
  • Integrated calendar and reminder system
  • Social media integration for multiple social media platforms
  • Mobile applications for IOS and Android
  • Document storage
  • An automated lead scoring system 
  • Quotes and proposals system 
  • Invoices system 
  • Task management system
  • Key integrations into the other Zoho Suite applications 
  • Data Import Migration


How do I get started with Zoho CRM?

Give us a shout and we can provide you with either a live product demo or a fully functional trial.

As a Zoho Partner, we will get your CRM setup and ready