The material behind the profile
Sources behind Zoho CRM.
Explore the reference pages used for this profile, what they support, and where the product images came from. A source can support more than one part of the profile.
← Back to Zoho CRMLast updated is the profile's publication/update date. Research observed is the date recorded for the research. Features, prices and offers can change afterward.
Product overview and fit
Zoho CRM US pricing (opens in a new tab)
https://www.zoho.com/en-us/crm/zohocrm-pricing.html
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Zoho CRM overview (opens in a new tab)
https://www.zoho.com/crm/
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Features and integrations
What are sales pipelines? - Zoho CRM (opens in a new tab)
https://www.zoho.com/crm/sales-pipeline.html
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Pricing and getting started
Zoho CRM edition comparison (opens in a new tab)
https://www.zoho.com/crm/complete-feature-list.html
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Conditions and considerations
Export CRM Data (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/data-administration/export-data/articles/export-crm-data
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Requesting Data Backup (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/data-administration/data-backup/articles/requesting-data-backup
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Import data into a CRM module (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/data-administration/import-data/articles/import-data-into-a-crm-module
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Sharing Records (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/security-control/manage-data-sharing/articles/share-records
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Managing Roles (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/security-control/role-management/articles/role-management-introduction
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Managing Profile Permissions (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/security-control/profile-management/articles/manage-profile-permissions
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Setting up Email Sharing Permissions (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/connect-with-customers/email/admin-functions/articles/setting-up-email-sharing-permissions
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Setting up Data Sharing Rules (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/security-control/manage-data-sharing/articles/data-sharing-rules
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Troubleshooting Channels in Zoho CRM (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/troubleshooting/articles/troubleshooting-channels-in-zoho-crm
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Merging Duplicate Records (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/manage-crm-data/duplication-management/articles/merge-duplicate-record
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De-duplicate Records (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/manage-crm-data/duplication-management/articles/auto-merge-duplicates
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Recycle Bin (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/manage-crm-data/recycle-bin/articles/recycle-bin
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Common Operations with Records (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/manage-crm-data/record-management/articles/common-operations-with-records
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Setting up Assignment Rules | Online Help - Zoho CRM (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/automate-business-processes/assignment-rules/articles/set-assignment-rules
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Setting up Webforms | Online Help - Zoho CRM (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/connect-with-customers/webforms/articles/set-up-web-forms
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Converting Leads (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/sales-force-automation/leads/articles/convert-leads
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Execute Blueprint | Online Help - Zoho CRM (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/process-management/blueprint/articles/execute-blueprint
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Troubleshooting Process Management in Zoho CRM (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/troubleshooting/articles/troubleshooting-process-management-in-zoho-crm
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FAQs on Blueprint in Zoho CRM (opens in a new tab)
https://help.zoho.com/portal/en/kb/crm/faqs/blueprint/articles/faqs-blueprint
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References document the material used in our research; they are not a guarantee that every feature is included in every edition or plan. Check current product details with the software company.