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!).
► Get started with the Zoho CRM for free here:
https://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:
https://youtu.be/UOx9RGlPfwc
Want to learn about Zoho mail? Check out this tutorial:
https://youtu.be/bUSE7K7o5Yw
Want to learn about Zoho Desk? Check out this tutorial:
https://youtu.be/pCcUD5c9LZw
► 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
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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