Zoho CRM - FAQ

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We have collected a few frequently asked questions and check if the answers help you. If you have more questions feel free to call us at +1-888-900-9646 or drop email at support@zohocrm.com

1. What is Zoho CRM?

Ans: Zoho CRM is a Customer Relationship Management solution for managing your customer relationships end-to-end (marketing activities to post-sales customer support) in a better way.

It's web-based. So, you don't need to download or install anything. All you need is a browser (Firefox 1.0 + or IE 6.0+ or Mozilla) and internet connection.


2. What are business benefits of Zoho CRM?

Ans: The business benefits of Zoho CRM solution are,

  • Lowest total cost of ownership: rich feature set at competitive price.
  • Easy to use: With the web-based user interface it is very easy to use. No additional software is required except Web browsers. Zoho CRM is fully functional in multiple Web browsers on various platforms.
  • No data lockup: There is no danger of your data being held hostage. Hence, one can take ones' data off Zoho CRM if not satisfied with Zoho CRM using interactive data export utilities.

3. Who can use Zoho CRM?

Ans: Zoho CRM is ideal for sales persons, marketing executives, support agents, stock managers, business owners ... and for just anybody else who wants to track their sales, marketing, support and orders online.


4. How secure is my data?

Ans. Security is guaranteed. We have used proven network security components in place to ensure the highest security for your data.


5. Does Zoho CRM requires any client-side software installations?

Ans: No. The Zoho CRM solution is a web-based CRM solution hence you need not require any client-side additional software except Web browser (IE 6, Netscape 7.1+, & Mozilla 1.4+).


6. Can I upgrade from Free Edition Professional/Enterprise  Edition without losing my data?

Ans: Yes. You can upgrade from Free Edition to Professional or Enterprise Edition without losing any data.


7. I am a Hosting Provider and can I use 3 users Free Edition to provide hosting to my clients?

A. No. Free Version is not allowed for any commercial purposes. If you would like to offer Zoho CRM service to your customers please submit your contact information with our Reseller Program.


8. What are the features available in Professional & Enterprise Edition comparing to Free Edition?

Ans: To check the feature differences between Professional Edition and Free/Trial Edition of Zoho CRM, please refer to Feature Comparison document.


2 Comments  Show recent to old
i3systems, 73 - days ago  

Can Zoho CRM add a new Tab function, let say 'Project Management' please? It would be very helpful if it can work,

Best Regards,
- i3-vietnam.com

vidyapriya, 71 - days ago  

Hi, Currently we do not have an option to add a new tab. However, we do have this in our road map and will provide this in our future updates. Regards, Vidya



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