How to use Zoho CRM | Free CRM Software for Small Business
Тәжірибелік нұсқаулар және стиль
In this updated Zoho CRM tutorial for beginners, I walk you through all the essential features and activities that you can leverage within Zoho’s free CRM.
Zoho is an all-in-one business suite, that offers an overly generous free CRM software for small businesses (up to 3 users).
Simply engage in deal, task, lead, contact and account management all within Zoho’s free CRM. One of our favourite aspects of Zoho is their extensive integrations with other Zoho applications (Most offer free plans too!).
Read the full Zoho CRM review over on our website here:
stewartgauld.com/zoho-crm-rev...
Read my Bigin CRM by Zoho review here:
stewartgauld.com/bigin-crm-by...
Check out our full Zoho CRM article over on our website here:
stewartgauld.com/zoho-crm/
► Get started with the Zoho CRM for free here:
go.zoho.com/uuY
*(This Zoho CRM link is an affiliate link, which means we will get a commission if you upgrade to a paid plan (with no extra cost to you) through this link, and this helps support our channel so we thank you in advance!)
Want to learn about Zoho projects? Check out this tutorial:
• How To Use Zoho Projec...
Want to learn about Zoho mail? Check out this tutorial:
• How To Use Zoho Mail |...
Want to learn about Zoho Desk? Check out this tutorial:
• Zoho Desk Tutorial for...
► Today we navigate through the below chapters for this Zoho CRM tutorial:
0:00 Intro
01:35 Getting started
03:21 Sign up for free
04:48 Settings
05:46 Add users (team members)
07:00 Zoho applications
07:52 Home dashboard
08:44 Customize home page
11:44 Leads
13:31 Convert leads
15:41 Contacts
17:16 Accounts
18:46 Deals
21:04 Customize sales pipelines
22:03 Tasks
24:11 Meetings
25:38 Calls
26:33 Reports
27:19 Feeds
27:51 Add modules
29:06 Outro
► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: mailchi.mp/71ac3fcdbfdf/stewa...
Let me know if you found this Zoho CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#zoho #crm
Пікірлер: 54
I have watched many tutorials for ZOHO CRM and yours is by far the best! Simple but logic. Thank you Stewart.
@StewartGauld
6 ай бұрын
Glad it was helpful! Thank you!
Very useful video. The flow of topics in the video was very effective.
@StewartGauld
2 жыл бұрын
Glad it was helpful!
Very well explained. Thank you!
@StewartGauld
Жыл бұрын
Glad you enjoyed it!
Thanks. Your tutorials are great. You're clear and precise and easy to listen to.
@StewartGauld
2 жыл бұрын
I appreciate that. Thanks!
Thank you very much for your kindly expressed information.
@StewartGauld
Жыл бұрын
Your welcome!
Very nice tutorial Stewart.
@StewartGauld
2 жыл бұрын
Thanks for that Stu!
Hello, I am preparing for a job interview at Zoho. Your video is really helpful, understandable. Thank you!
@StewartGauld
3 ай бұрын
Glad it was helpful!
Thankyou Sir:).
@StewartGauld
Жыл бұрын
Welcome!
Thanks 👍
@StewartGauld
Жыл бұрын
No problem 👍
Is there a limitation in number of contacts at free plan? if there is a limit ? How many contacts can I add for free plan?
Hi there! Great tutorial! Do you know if it's possible to change the role of the main user from CEO to something else?
@StewartGauld
Жыл бұрын
Yes you can control all roles and permissions.
Hi Stewart, great video. In leads I created 2 custom fields related to a leads job description. When I convert a lead it doesn't show these 2 fields under the new contact. Is there a way to bring them in to contacts as the 2 fields will be relevant throughout the contacts relationship with me? Thanks.
@StewartGauld
Жыл бұрын
Hey Jay, I will look into this.
@jayspain
Жыл бұрын
@@StewartGauld I think I worked it out through the Custom Views & Filters on the left side.
I am surprised that i finished the whole video in one sitting, it is really enjoyable. I just have one question, does this free version have limited time to try it?
@StewartGauld
2 жыл бұрын
I'm glad! No time limit. Just limited features.
Nice one. Very well put. If I'm paying for the Zoho Email, do I need to upgrade to the paid CRM for the email integration?
@StewartGauld
9 ай бұрын
Hey mate! No you can just jump between your connected Zoho apps.
@boicom7
9 ай бұрын
@@StewartGauld Thank you 👍🏾
Thanks for the great video! Are we able to call and send text messages in the free plan? If not, what level of plan is required for these features? Also, does Zoho CRM integrate with Twilio for phone and text? Thanks again.
@StewartGauld
8 ай бұрын
Hey Jeff, Not the free plan. However all other paid plans offer this. Have you seen our recent Bigin by Zoho CRM tutorial? This might be more suitable 🤗
Hi there, how is this system compared with Jobber? We are curious to see how it is compared amongst others, especially as a Contractor. Thanks mate.
@StewartGauld
2 ай бұрын
Hey! We have many comparative guides. However, I have not looked into Jobber
Does Zoho One include Zoho Payroll US Edition? The full version, not the trial.
@StewartGauld
Жыл бұрын
Hey Adriann, I do not thinks Payroll is included.
@deviantshade
Жыл бұрын
@@StewartGauld Thank you very much.
Where do you store Customer details - there is no Customer tab?
@StewartGauld
7 ай бұрын
Yes, click on your records to bring up the contacts data.
Hey thanks for this but I'm actually trying to learn email marketing....like sending cold emails. I purchased a domain from Zoho mail while registering to setup my business email . How can I get started???
@StewartGauld
Жыл бұрын
Hey mate, We have a tutorial on how to get started with email marketing using Zoho campaigns. Have you seen this yet? Zoho campaigns integrates directly with the Zoho CRM.
@gadgetsndsoftwares4u260
Жыл бұрын
@@StewartGauld no I haven't seen it yet...can you please direct me straight to it?
if i want to sale 50 type of product with different brands means where i can be add this details. sales person target achievement where i am going to add . kindly assist
@StewartGauld
2 жыл бұрын
Hey mate, Have you crated a deal and assigned a team member to that deal?
How to convert contacts to customer or in your case accounts?
@StewartGauld
Жыл бұрын
Do you mean the process (moving deals through your sales pipeline) or labelling them as customers?
@gemsfactz
Жыл бұрын
@@StewartGauld No, in paid plan, in place of accounts there is a 'customer' option. I'm not able to figure out how to convert contacts to customers
it doesnt support notifications on web form leads for free accounts, not usefull. the leads will sit in the crm forever before being responded to
@StewartGauld
17 күн бұрын
You can actually set this up with free third-party tools if you just want to stick to the free plan but need premium features like this.
so i guess zoho updated their website so there is no longer a button for free you have click the trial then once it ends and you don't want to upgrade they downgrade your capabilities. Not a fan of that as i almost clicked the button to start this zoho
@StewartGauld
3 ай бұрын
Hey! They do still have a free plan. It's just not as clear as they are pushing their premium offers.
There is no R in data (annoying UK bloke here). Just having a giraffe (that is cockney slang for laugh). Please don't ask me to explain cockney, as this is now a complicated message that's going to require a lie-down.
@StewartGauld
Жыл бұрын
Haha it's my strange New Zealand accent.
Hello liked your content it helped me a lot. Please can you direct me to the video on webform. Thanks
@StewartGauld
Жыл бұрын
What do you want to learn?