How Is Zoho a Good Option for Business Organizations in 2022?
Ever since Zoho was launched in 2005, it has been focused on enabling businesses to expand effortlessly. This means that if a business wants to grow then Zoho implementation can be very helpful. It offers ease of use that makes Zoho one of the topmost CRM choices available. All thanks to Zoho, one can still have effective customer relationships even though there is no real person to do a specific job.
Zoho is user-friendly and comes with all that is needed to keep the customers satisfied. It is a decent CRM solution for many types of businesses. The pricing that Zoho is available at is quite competitive and is considered to be at par with Salesforce and Microsoft CRM. The fact that Zoho comes with so many features makes it a great tool for businesses to grow.
Zoho is available in several tiers of plans and ranges from the free option to the Enterprise solution which is a great option for virtually any company. Its applications and features make it worth using for any kind of business. In this blog, we intend to see the different features of Zoho and how it is a good option for business organizations in 2022. Let’s begin.
Overview of Zoho CRM
One can effectively say that Zoho CRM is like an all-in-one solution. It is an online CRM system that does not need you to look through different departments or anything of that sort which makes it an excellent option for businesses of all sizes. Zoho CRM is a tool that all employees can use effectively and this is one thing that is very important.
The Zoho CRM implementation makes sure that employees do not need training for taking advantage of many features right away. It is a CRM solution that can effectively bend to your needs. You can customize the dashboard for different teams or projects and create multiple pipelines for matching the customer journeys. In addition, Zoho CRM allows you to create reports in a couple of clicks with deep insights on just about anything that you can think of.
Moreover, Zoho CRM includes features such as real-time sales signals and customer notifications, blueprint business management for online and offline processes, mass emails, prospect scoring capabilities, advanced customizations, AI assistant, inventory management, etc. The best part is that Zoho is affordable. The cheapest plan that Zoho offers starts at $14 per user per month and there is no skimping on features. If you need customization and features then Zoho’s upper-tier CRM plans come at $23, $40, and $52 per user per month.
What’s more, Zoho also provides a free plan with three users. It comes with many important features such as lead management, task management, document sharing, workflow rules, and a mobile application as well. To help small businesses, Zoho has recently started Bigin – a CRM that enables small businesses to manage their customer relationships easier than ever. When small businesses are prepared to move ahead of spreadsheets and legacy sales tools, Bigin is a great tool to begin.
What’s new in Zoho CRM in 2022?
Other than the many features that customers are already aware of, Zoho is coming up with other powerful features in 2022 that can empower business organizations. These features will be centered on delivering an exceptionally high standard in customer experience. Let’s have a look at them below.
1. Unified Platform for End-to-End Remote Working
One of the biggest problems that professionals have seen while working remotely is context switching. This is a problem that makes the professionals leave tasks incomplete and move on because of an interruption and it creates a negative impact on productivity. There can be many reasons for the disruptions and so many of them are inevitable when working from different locations.
For example, if the web developer is supposed to finish an important task in the fixed timeline and there is an immediate team meeting called then the developer will end up attending the meeting which will leave the task incomplete. This and many other interruptions can be avoided when there is a team collaboration tool in use.
With the Zoho implementation, you can set your status at “Engaged at Work” when you are working on completing an important task while informing your teammates that you will be unavailable. This way, remote work status in Zoho Cliq can help in focusing on work without causing any interruptions.
Zoho Cliq is a team collaboration tool that can be used by professionals for working and collaborating effectively. It comes with remote work features that help in working through the various disturbances along with being integrated with other apps or tools that you use. This helps in avoiding contextual switching at work and being all the more productive.
2. Client-end Scripting
The client scripts help the developers to use JavaScript codes for extending the capabilities of the Zoho CRM system in a way that addresses niche business needs. Since the scripts are executed on the client-side, a team can address many requirements.
This can be primarily done with low latency scripts that perform actions such as field validation, computations, UI actions, auto-population, field validation, enrichments along with trigger widgets, functions, and flyouts.
3. Omnichannel Communication
The present hybrid work environment presents a vital place for the sales representatives to maximize benefits across channels of communication when engaging with prospects.
For building the robust omnichannel communication platform that is already a part of the Zoho CRM system, many enhancements have been introduced across email and telephony systems so that sales can become more effective.
4. Personalized Emails
The personalization of emails has proven to be an important step in building long-term trust with customers. Hence, Zoho is presenting new ways to add a personal flair to emails so that the business identity can be established strongly in the minds of customers.
Zoho will enable businesses to customize all aspects of emails from font styles and sizes to the email signatures for individual email addresses and email aliases. This will help the businesses to foster a much better reputation in the minds of clients.
5. Smart Working With Automated Workflows
Artificial intelligence will hold an important place in future workspaces. While curbing the challenges posed by the pandemic, many organizations realized the importance of AI because it helps in the automation of everyday tasks with the use of bots.
AI also reduces workload and improves productivity by focusing on important work rather than manual data entry on a loop. The workflow automation does not just reduce human error in the workflow but it also saves a lot of time. In fact, automation of the workload can give the professionals the benefit of streamlining business processes.
For instance, one of the important tasks for any organization is to engage the customers and address their questions. This is an important task as happy customers form the foundation of any business. The customer service can address issues and an internal communication tool can help in discussing work items with fellow customer success executives.
Zoho CRM helps in navigating between the customer community while being updated on the new customer posts. You can also engage a bot that instantly notifies new queries and complaints within Zoho. This is an exceptional way in which routine tasks can be automated efficiently.
In addition, Zoho will also be coming up with exciting new updates to Zia which is Zoho CRM’s AI sales assistant. These updates will be bringing new levels of insights and understanding of customers and they will help in building meaningful and personalized customer relationships.
6. Defining Email Sharing Policy
Based on the roles of CRM users and the kind of email communications that you are engaging in, you might want emails to be available to every user in a CRM. The emails should be confidential and they should only be available to a small group of decision-makers.
With the Zoho CRM, you can effectively define your email sharing policy at the organizational level for each role while updating the policy for users in bulk. You can also set email sharing permissions for new employees or update them when users move to assume different roles in the CRM system.
7. Streamline Sales Calls
The native integration comes with an ability for managers to monitor, guide, and support the representatives to improve at making sales calls. The Zoho CRM integration enables sales professionals to keep an eye on how the representatives are performing in their active calls while managing the calls that are there in the queue waiting.
Sales managers can also coach new sales representatives as they progress through a call by jumping indirectly to take the lead when the situation calls for it. This will lead to streamlining the business process of sales effectively.
8. Understanding Workflow Failures
Workflows play the role of building blocks of automating the sales processes. Anytime when they fail to trigger or do not operate in the manner that they are supposed to, the direct impact can be on the sales performance which can negatively impact customer experience.
Zoho integrations make it simple to get in-depth information about when and where the workflow fails and all the records that get affected. The team can use important data for fixing the underlying problems and get the workflows up and running once again.
9. User Experience
The user experience has been a forgotten aspect when it comes to CRM solutions. While pursuing robust functionality, strong market presence, and competitive prices, businesses can often overlook the experience offered by CRM solutions to the daily users.
A good user experience has the ability to offer a better customer experience because it helps the sales team to be more productive and effective when working with the CRM solution. This is why Zoho has come up with Canvas which lets businesses provide a hyper-personalized CRM experience to users. Moving ahead, Zoho will also be bringing more intuitive features for building on a strong UX foundation.
10. Accessing Multiple CRM Accounts
It will be possible to associate a user with multiple CRM accounts to allow business owners, upper management, and decision-makers for managing multiple businesses with ease.
The users will be able to switch between accounts easily and quickly which will make it easier to access key business data that helps in understanding growth and deriving insights. This feature of accessing multiple CRM accounts can be used to prepare agendas, reports, and ideas for future planning with a single set of login credentials.
Conclusion
The online CRM system that you use should keep growing to keep pace with the constantly growing work environment and technological advancements. Take the step of choosing and employing the best available CRM system for your business so that your organization can function well.
Zoho CRM comes with a free trial which can help you in experiencing all the features that it has to offer. If you want to make the most out of Zoho and all the amazing features that can offer your business, get in touch with an experienced Zoho Consultant.
I hope that you learned something new
Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)
Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185
New to Zoho Recruit?
Zoho Campaigns Resources
Topic Participants
Abhishek - Zoho Partner
Sticky Posts
Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasFeature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho CRM Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Recent Topics
Cannot - create more email account - Unusual activity detected from this IP. Please try again after some time
Hello, I come across the error message in Control Panel. Unusual activity detected from this IP. Please try again after some time and i cannot create any more users We are an IT company and we provide service for another company Please unlock us."Unable to send message;Reason:553 Relaying disallowed. Invalid Domain"
Good day. When I try to send mail through ZOHO mail I get the following error : "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" I need help with this. My zohomail is : @eclipseweb.site Thank you,Transfert de domaine pour création des comptes emails
Bonjour , je ne parviens point à créer des mails avec le domaine 'raeses.org' suite à la souscription du domaine auprès d'un autre hébergeur, dont j'ai fait la demande du code de transfert qui est le suivant : J2[U8-l0]p8[ En somme, attente de l'activationHelp! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Kindly help me resolved this issue that i am facing here.How are people handling estimates with Zoho inventory?
We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managingRelative Date Searches
Currently in the search options, it has "date", "from date" and "to date". I think it would be great if there were options like "date greater than x days ago" and "date less than x days ago". I realise that as a once off you can just use the existingPerformance is degrading
We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initialAsk the Experts 23: Customize, utilize, and personalize with Zoho Desk
Hello everyone! It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours. Rebrand Zoho Desk with your organization’s details, customize ticket settings based on yourDear Zoho CEO: Business Growth is about how you prioritise!
All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email aboutPayroll In Canada
Hi, When can we expect to have payroll in Canada with booksPlease review and re-enable outgoing emails for my domain
Hello Zoho Support, I have recently purchased a new domain and set up email hosting with Zoho. However, my account shows "Outgoing Email Blocked". I am a genuine user and not sending bulk/spam emails. Please review and re-enable outgoing emails for myPayroll without tax integrations (i.e. payroll for international)
It seems as though Zoho waits to develop integrations with local tax authorities before offering Zoho Payroll to Zoho customers in a country. Please reconsider this approach. We are happy Zoho Books customers, but unhappy that we have to run payroll ingoingout e mail block
info@ozanrade.com.trIncoming mails blocked
Zoho User ID : 60005368884 My mail Id is marketing#axisformingtechnology.com .I am getting following message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked." PleaseAssistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk
Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s responseConfiguring Email Notifications with Tautulli for Plex
Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp serverIs there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?
Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This wouldHow to Set Up Zoho Mail Without Cloudflare on My Website
I'm having some trouble with Cloudflare here in Pakistan. I want to configure Zoho Mail for my domain, but I'm not sure how to set it up without going through Cloudflare. My website, https://getcrunchyrollapk.com/ , is currently using CF, but I'd likeSpam is Being Forwarded
I am filtering a certain sender directly to the Trash folder. Those messages are still being forwarded. Is this supposed to happen?IMAP Block
My two accounts have been blocked and I am not able to unblocked them myself. Please respond to email, I am traveling and this is urgent."DKIM not configured"
Hello. I have been attempting get the DKIM verified but Toolkit keeps sending the message that it is not configured, but both Namecheap and Zoho show it as configured properly. What am I missing?Zoho mail with custom domain not receiving email
i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zohoSet connection link name from variable in invokeurl
Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()Waterfall Chart
Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?
First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all theIssue with Importing Notes against Leads
Hi, I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads. I have created a csv file which I am testing that contains just one record. This csv file contains the following columns: Note Id Parent Id (I haveTrigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no triggerCreator Add Records through API - Workflows not triggered ?
Hi Everyone, I am trying to add records to my Creator application through a third party app that I am developing. Currently, I am testing this through Postman. The records I need to add have a lot of workflows to run to populate dropdowns, fields, useZoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details
Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below - please check what went wrong. ThanksImportant Update: Changes to Google Translate Support in Zoho SalesIQ
We’re updating our default chat translation options across all Zoho SalesIQ data centres to offer a more secure, in-house solution for your translation needs. What’s changing? We will be offering Zoho Translate (our in-house tool) as the default translationFSM Improvement Idea - Show an Import button when there is no data
I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the ImportZoho CRM Community Digest - July P1 | 2025
Hey everyone, The start of July 2025 marked a special milestone: 200 posts in our Kaizen series! For those new here, Kaizen is a go-to series for Zoho CRM developers, where we regularly share best practices, tips, and expert insights to help you buildJoin our BI & Analytics Workshop at Zoholics UK 🇬🇧
Hello users, We are thrilled to announce a hands-on workshop at Zoholics UK, 2025, led by Ashwinth and Alan, our Product Experts. This session is designed for anyone who wants to move beyond raw data and truly understand their business performance usingWhat’s New in Zoho Expense (April – July 2025)
Hello users, We're happy to bring you the latest updates and enhancements we've made to Zoho Expense over the past three months, which include introducing the Trip Expense Summary report in Analytics, extending Chatbot support to more editions, rollingWeekly Tips: Insert frequently used phrases in a jiffy using Hotkeys
You often find yourself using similar phrases in an email —like confirming appointments or providing standard information. Constantly switching between the mouse and keyboard interrupts your flow and slows you down.Instead of typing the same phrases overUndo Command in Notebook
It would be handy to have an Undo in the row of icons at the bottom of the notes.Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings
Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at theseNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberCross References Do Not Update Correctly
I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only includingAdd multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanNext Page