Zoho CRM

Configurable CRM platform with automation and integrations for custom workflows.

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About Zoho CRM

Zoho CRM is a horizontal CRM solution offering contact management, sales pipeline tracking, and automation capabilities that can be adapted for real estate investing use cases. The platform supports custom fields, workflows, and integrations with third-party tools, allowing users to build real-estate-specific processes on top of its generic foundation. However, it lacks out-of-the-box real estate investing features such as property analytics, deal tracking, or investor-specific reporting. Users typically require significant configuration effort to make it suitable for property management or investment workflows.

Features

Pipeline and deal management
Workflow automation
Custom fields and modules
Third-party integrations
Contact and lead management
Reporting and analytics
Multi-user collaboration

Use Cases

Small business customer relationship management
Sales pipeline tracking and management
Lead nurturing and follow-up automation
Custom workflow automation for various industries
Contact and communication management
Sales reporting and performance analytics

Pricing

Free Edition

$0/mo

free forever for 3 users

3 users

Standard

$14/mo

per user/month

Professional

$23/mo

per user/month

Enterprise

$40/mo

per user/month

Ultimate

$52/mo

per user/month

Source: Pricing page (Freemium)

Frequently Asked Questions

Does Zoho CRM have a free version?
Yes, Zoho CRM offers a Free Edition that includes basic CRM functionality for up to 3 users with essential features like contact management and basic reporting.
Can Zoho CRM be customized for real estate investing?
While Zoho CRM can be configured for real estate through custom fields and workflows, it lacks purpose-built real estate features and requires significant customization effort to support property investment workflows.
What integrations does Zoho CRM support?
Zoho CRM supports numerous integrations including Zapier, Google Workspace, Microsoft Office, QuickBooks, Mailchimp, and other popular business tools, plus native integration with other Zoho applications.
Is there a mobile app for Zoho CRM?
Yes, Zoho CRM offers mobile apps for both iOS and Android devices, allowing users to access CRM data and functionality on the go.