CRM Help

Understanding Zoho CRM


You can choose any one of the Editions for your Organization's Zoho CRM account.

  • Free Edition
  • Standard Edition
  • Professional Edition
  • Enterprise Edition

Each Edition is a package that contains a set of features that differentiates it from other Editions. These Editions are based on different business requirements. There is a limit on the number of records that you can add in the Free and Standard Editions. These include records in the leads, accounts, contacts, deals and activities modules. Whereas, in the Professional and Enterprise Editions, you can add unlimited records.

For more details refer to the Feature Availability  table.

We also have a 15-day trial version for Professional, Standard and Enterprise Editions. When you sign up for the Free Edition, you can evaluate these editions before you buy them.

 System Requirements

Zoho CRM is an on-demand, user-friendly application, compatible with basic system configurations. We suggest you take a look at the system requirements, listed here.

Operating SystemWindows, Linux and Mac OS X
Web Browser

Safari 7 and above

Chrome 40 and above

Firefox 38 and above

Internet Explorer 11 and above

Opera 10 and above

Other requirements

Enable JavaScript 
Enable Cookies 
Install Flash plug-in 
Install Acrobat reader  (optional)
Install Spreadsheet viewer (optional)

Note for Internet Explorer 8 users:

  • Open browser and click Tools > Internet options > Advanced > Multimedia.
  • Keep ‘SHOW PICTURES’ and ‘SMART IMAGE DITHERING’ options selected.


In any business environment, there are terms such as Leads, Deals, Campaigns, Invoices, etc. Following are the list of such terms and their definitions as used in Zoho CRM.

Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other marketing campaigns. A lead goes through the follow-up process by sales reps and when qualified, they're converted into an account, contact and deal (opportunity) in Zoho CRM.Accounts are the companies or departments within a company with which you have business dealings. In Zoho CRM, single or multiple contacts can be associated to an account. In a typical B2B scenario (one business selling products or services to another business) accounts play a major role in keeping track of the important company information.
Contacts are the people in an organization with whom your company has business communications in pursuit of business opportunities. Some of these contacts may belong to different departments in a company or multiple contacts of the same company. CRM contacts are typically converted from qualified leads, imported from an existing list or added individually based on the business relationship with the associated company.Deals are the business deals with organizations (B2B) or with people (B2C), which generate real revenue for your organization. It evolves through different sales stages such as Prospecting, Qualification, Needs Analysis, Value Proposition etc. before it is actually a deal, lost or won. Leads that show interest in your business can be directly converted to opportunities that represent potential sale.
Forecasts are the factual insights needed for making smart business decisions and anticipating future sales. They provide a personalized view of your real time business for tracking and fine-tuning the sales process in your organization.Campaigns in Zoho CRM, provides a platform to organize and record the overall cost for marketing campaigns. It helps in marking the various stages, importing targeted contacts, associating all the tasks, events, and calls related to the campaign. Also, it gives a detailed view of all marketing campaigns an individual customer has been a part of.
Cases are the feedback received from the customers on various issues pertaining to the use of your products or services. In Zoho CRM, generate cases easily through email, phone or web forms in your web site and track these customer-reported cases end-to-end. These cases can be assigned to the right support agent in your organization for better case resolution and customer satisfaction.Solutions are the resources within the organization that enable solving repetitive problems encountered by customers. There can be product-wise solutions and knowledge base articles that provide case resolutions in the least possible time with less effort.
Price BooksVendors
Price Books are the agreed price for selling a product to a customer. Based on the agreed terms, the prices can even vary for different customers. The unit price which is the price fixed by the manufacturer for the product and the list price which is the sellers' price can be quoted in the price books. Additionally, the discount ranges can be defined.Vendors are the companies, individuals or contractors from whom your organization procures products and services. The vendor details stored in Zoho CRM can provide better visibility on the vendors or suppliers for the future procurement of products.
QuotesSales Orders
Quotes are legal agreements between customers and vendors to deliver the requested product within the specified time at the agreed price. A quote can be converted into a Sales Order or Invoice with a single click. Templates can also be created based on the quote details and can be sent to the customer.Sales Orders are the confirmation of sales generated after the customer sends a purchase order based on your quotes. A quote can be converted into a Sales Order with a single click.
Purchase OrdersInvoices
Purchase Orders are legally bound order-placement documents for procuring products or services from vendors. Each product can have a different reorder level to trigger the creation of a new purchase order.Invoices are bills issued by the vendor to the customers along with the goods or services with the purpose of receiving payments.A quote can be converted into a Sales Order or Invoice with a single click.
In Zoho CRM, data is categorized into groups or divisions based on similarity. Each division that has similar data is called a "module". For example Leads is a module that contains all your business leads' details. Contacts, Accounts, Deals, Quotes etc are other examples of modules.

In Zoho CRM, modules are of two major kinds - default modules and custom (or user-generated) modules.

"Record" is the generic name given to any entry made in a module. For example, if there are ten leads in the Leads module, each lead is a record. If there are 10 contacts in the Contacts module, each contact is a record and so on.

 Home Page Overview


  1. Modules
  2. Icons for Search, Gamescope, Feeds notifications, adding records, Zoho CRM calendar, Mail Magnet, Settings.
  3. Customized view
  4. Classic view
  5. Components in the customized view
  6. CRM footer containing Recent Items, Reminders and Feedback icons.

 Grouping CRM Modules

Zoho CRM is designed to automate your business process and build better relationships with your customers. It helps you to get an insight into the behavior of the customers and modify the business operations to ensure that customers are served in the best possible way.

Sales Force Automation

The Sales Force Automation solution helps you to track leads, prospects, business opportunities and close more deals in less time. Additionally, you can effectively use the existing customer data for future up-selling and cross-selling opportunities.

Related Links:Lead Management  | Account Management  | Contact Management  | Opportunity Management  | Sales Forecasts 

Marketing Automation

With marketing automation, you can effectively plan marketing activities to improve the process of quality lead generation. You can also measure the performance and effectiveness (ROI) of campaigns.

Related Links:Campaign Management 

Customer Support

The Cases and Solutions functionality empowers you to streamline the organization-wide Customer Support process and enables a better integration between Sales & Customer Support processes in a single system.

Related Links:Case Management  | Solution Management 

Inventory Management

Zoho CRM's Inventory Management helps you to achieve the seamless integration between pre-sales and post-sales activities in a single application. In addition, you can also track procurement of goods or services from the preferred list of vendors.

Related Links:Products Catalog  | Vendor Management  | Sales Quotes  | Purchase Order  | Sales Orders  | Invoice Management  | Price Books Management 

Data Analytics

The Reports & Dashboards functionality helps you to visualize the sales pipeline, business performance, trends and schedule reports to the specified users including non-Zoho CRM users. Additionally, you can share reports and dashboards with colleagues.

Related Links: Reports  | Dashboards


You can keep all business related activities organized with the help of the Tasks, Events, and Call logs in Zoho CRM. Setting reminders, recurring tasks & events, and sharing them with others is easy with this functionality.

Related Links: Task Management  | Event Management  | Log Calls 

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: