Zoho CRM Lead Management

Apptivo CRM

Ideal For

Zoho CRM Lead Management is ideal for you if you’re looking to streamline your sales process and convert more leads into customers. Think of a whole bunch of benefits to enjoy, such as:

●        Capturing leads from everywhere: No matter how you generate leads, Zoho CRM can capture them.  It integrates with your website, landing pages, social media, and even lets you scan business cards at trade shows to add leads directly to your system.

●        Focusing on the hottest leads: With lead scoring, Zoho CRM helps you prioritize your efforts.  Assign values to different criteria that identify promising leads,  like industry or how they find you.  This lets you focus your time and energy on the leads most likely to convert.

●        Nurturing your leads: Zoho CRM isn’t just about capturing leads, it’s about nurturing them.  You can automate tasks like sending follow-up emails and setting reminders to stay connected with potential customers.

●        Automating repetitive tasks:  Free up your sales team’s time by automating  repetitive tasks.  Zoho CRM can automatically send follow-up emails, assign leads to sales reps, and update lead statuses.

●        Seeing the bigger picture: Zoho CRM provides insights into your sales pipeline.  You see where your leads are coming from and how they’re progressing through the sales process.  This data helps you identify areas for improvement and optimize your lead generation efforts.

Are you looking for a CRM that can grow with your business and keep your costs in check? Apptivo CRM is the nicest option and the reason is simple. It’s ideal for:

●        Affordability and scalability:  Apptivo is popular budget-friendly CRM with various plans to fit your needs. Plus, it offers a strong feature set that can scale as your business does.  You won’t need to switch to a new system as you grow.

●        All-in-one solution:  Apptivo goes beyond just CRM. It includes features for marketing, project management, invoicing, and more. This can streamline your operations and improve data sharing between departments. No more juggling multiple platforms!

●        Customization:  Apptivo allows you to tailor the system to your specific needs.  This means you can track the data that’s important to your business and build workflows that fit your sales process.

Standout Features

●        Lead capturing

●        Lead scoring

●        Lead assignment

●        Lead nurturing

●        Workflow automation

●        Real-time notifications

●        Email integration

●        Social media integration

●        Customizable lead forms

●        Lead analytics and reporting

●        Integrated email campaigns

●        Project management tools

●        Workflow automation

●        Contact management

●        Sales pipeline management

●        Invoicing and billing

●        Task management

●        Customer support features

Pricing

Zoho CRM offers a freemium pricing model, meaning it has a free plan with limited features and paid plans with more features. Check the breakdown below:

Free Plan: This plan is forever free for up to 3 users. It includes basic features like contact management, lead management, and deal management.

Paid Plans: Zoho CRM offers four paid plans:

●        Standard plan: This plan starts at $12 per user per month (billed annually) and is ideal for smaller businesses or those new to CRM. It includes all the features of the free plan, plus features like multiple pipelines, mass email, and web forms.

●        Professional plan: It starts at $20 per user per month (billed annually) and is suitable if you need more advanced features like sales automation, workflow management, and social CRM.

●        Enterprise plan: This tier starts at $35 per user per month (billed annually) and is best if you run a larger business that has complex CRM needs. It includes all the features of the Professional plan, plus features like advanced reporting, Zia (Zoho’s AI assistant), and custom modules.

●        Ultimate plan: This is Zoho CRM’s most expensive plan and it costs $45 per user per month. It includes all the features of the Enterprise plan, plus additional features like increased storage capacity and advanced security options.

Zoho CRM Plus: This is a bundle that includes Zoho CRM along with several other Zoho applications, such as Zoho Social and Zoho Desk. It can be a good value if you need a variety of Zoho applications.

Zoho offers a 30-day free trial for all paid plans. You can save money by paying annually instead of monthly.

Zoho CRM does not require long-term contracts. You can cancel your subscription at any time.

Lite Plan: $20/user/month: Designed for small businesses that need more than just the basics. Includes features such as 18 apps, 100 custom fields per app, 25 workflows, 8 custom dashboards, 3rd party service integration, 24×7 support templates, basic reporting, and integration with Google Workspace. Suitable if you’re looking to expand your CRM functionality at an affordable price.

Premium Plan: You pay $30/month for just one user and enjoy expanded functionalities, such as 46 apps, 250 custom fields per app, 75 workflows, 25 custom dashboards, 3rd party service integration, 24×7 support templates, basic reporting, and integration with Google Workspace. Consider this tier if you manage a fast-growing team that need an all-in-one CRM.

Ultimate Plan: This plan costs $50/user/month. Opt for this plan your team is bigger and your operations require automation and integration.

Enterprise: This is the highest tier Apptivo CRM offers. You need to contact the sales team to discuss your needs and get a quote for price.

The cool part is the Apptivo CRM allows you to test any of the Lite, Premium, or Ultimately plan for free before committing financially.