CRM | Getting Started | Knowledge Base

Getting Started
Your First Day as a CRM User
Edition: All editions (Free, Standard, Professional, Enterprise, Ultimate) Who this is for: Sales reps, account managers, and other team members who have been invited to an existing Zoho CRM account. If you're the admin setting up CRM for the first ...
Admin Quick Start: Your First CRM Setup
Permission required: Administrator profile Edition: All editions (Free, Standard, Professional, Enterprise, Ultimate). Some steps reference features available only on specific editions. These are noted inline. Check latest feature availability and ...
Choose Your Path: Edition & Role Guide
Zoho CRM comes in multiple editions, and can be accessed as part of broader Zoho bundles. This guide helps you pick the right starting point based on your team size, needs, and budget — so you don't over-buy features you won't use or under-buy and ...
Welcome to Zoho CRM
Zoho CRM is a customer relationship management platform that helps your team capture leads, close deals, and build lasting customer relationships — all from one place. Whether you're a solo founder tracking your first prospects or an enterprise ...

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