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CRM Masters
Zoho CRM for your Small Business

Are you a small business owner looking for the best CRM software? Zoho CRM is a popular choice for small businesses.

Table of Contents
  • Introduction
  • Light on Pocket
  • Easy Customization
  • Low Customer Acquisition Costs
  • Centralized sales system to Work
  • Sales Automation
  • Rich Reporting and Analytics
  • A Myriad of Third-Party Integrations
  • Conclusion


The widespread adoption and deployment of Software-as-a-Service or SaaS technology have driven digital disruption across industries. Several studies indicate that the global SaaS market is expected to reach or exceed USD 623 billion by 2023. And the biggest beneficiaries of SaaS across all industrial sectors are small and medium businesses. SaaS gives them access to powerful tools that allow them to compete against the best in the industry without worrying about expenses. It lets them pay for only what they use, scale up or down according to business needs, and deploy technology hassle-free without hiring dedicated monitoring staff. Though there are many options, today we will discuss how Zoho CRM can benefit every small to medium-sized business.

Here are 7 of the best reasons to choose Zoho CRM for your small business:

Light on Pocket

The Zoho CRM is one of the most affordable platforms for micro, small, and medium businesses. During the free trial period, you can use all of its four plans ( Standard, Professional, Enterprise, Ultimate ) for up to three users and try out features such as lead management, documents, and its mobile application. With this option at your fingertips; you can easily decide which plan best suits your business needs and cancel/ switch anytime you like, as any Zoho contract will not bind you.

In addition, before moving forward with the desired monthly or annual plan, you can take advantage of a free plan to get a sense of its offers.

Zoho CRM for your Small Business


Easy Customization

Whether you are a startup working from home, a sole trader building a client base, or a medium company with several departments, Zoho CRM can easily be customized to meet your company’s needs regarding field names, labels, alerts, workflows, quotes, invoices, etc.

In addition to adding and removing modules, you can create new modules that can assist your clients in managing inventory, equipment, and fixed assets.

What’s great is that you can do all of this yourself with the help of Zoho’s educational material unless you have better things to do!

Low Customer Acquisition Costs

If you want to attract new customers without investing heavily in them, then Zoho CRM (with the help of AI) can make you work smarter by presenting new leads, discovering their needs and past interactions, providing real-time notifications, and handling customer tickets.

As a result, communication will be improved, and customer engagement will increase, increasing revenue.

Centralized System to Work

As a result of using Zoho CRM software, businesses can create a systematic process to track and manage data (instead of using multiple, fragmented functions) through a single database for customer communications and develop marketing campaigns for different audiences.

By doing so, customer-facing teams will be more efficient at their work.

Sales Automation

To boost sales productivity, Zoho CRM can be used to automate all sales-related tasks, such as scheduling sales appointments and sending follow-up emails to customers. This automation will save you much time from repetitive and boring manual tasks, which you can otherwise spend on other vital tasks (since you will have plenty of them).

The workflow automation feature in Zoho CRM further allows you to set follow-up tasks, send emails to other team members, and notify leads and contacts.

Rich Reporting and Analytics

Providing you with over 200+ real-time business Reports (to provide insight into the latest sales trends, marketing campaigns, and sales team performance) and Analytics (from sales lead analytics to email analytics), Zoho CRM enables you to monitor your sales pipeline, assess your marketing campaigns, monitor sales metrics, and much more to make intelligent business decisions based on data.

In addition to predicting revenue, you’ll be able to see how conversions vary. This will help you to ensure that you achieve your goals.

Zoho CRM for your Small Business


A Myriad of Third-Party Integrations

The leading cloud-based business applications available today are integrated with Zoho through partnerships. You can integrate MailChimp for bulk emailing, QuickBooks Online and Xero for accounting, ZenDesk for customer service, and many other applications, so your sales team has a seamless user experience.

Apart from being compatible with its suite of products, it also integrates well with existing robust interwoven software solutions, such as Microsoft and Google.

It will store all data in one central location, making it easier to access, organize, and manage.


Over 250,000 businesses use Zoho CRM in 180 countries to automate and integrate sales and marketing functions, customer support, and analytics into one platform. This is because they are confident that they can upgrade their business with Zoho CRM. So, what’s stopping you from adopting it?

We, CRM Masters, are Zoho Premium Partners. And thereby hold profound expertise in Zoho. Solutions demonstrated and tailored by our experts for your business will indeed leverage Zoho’s power. Let us know if we can help you or provide assistance if you are looking for Zoho CRM for your small business.