Zoho CRM: What You Get in Free Version?

February 27, 2020

Zoho CRM - What You Get in Free Version

For the small and startup organizations that can’t afford a big investment, the fully-featured free version of the Zoho CRM offers all the vital functionalities that a small business needs. It includes every robust feature for sales and marketing, powerful integrations, and secured cloud storage for up to 3 users. From lead generation, contact management, and workflow automation to analytics and social collaboration, everything is included. As your company develops, Zoho CRM Consultant will help you upgrade to a paid subscription that provides more advanced capabilities.

Get Feature-Rich Zoho CRM Free of Cost


A CRM tool is an absolute necessity for businesses of all sizes that provides basic customer experience, so it shouldn’t be expensive. And Zoho CRM’s free edition is built for small teams who have big dreams. Here’s why Zoho offers the best free trial version, because:

  • There are no hidden costs– You get access to everything under the free plan
  • It is free forever–There’s no trial period and no forced upgrade
  • No Credit Card required- You can sign up without your credit card details
What are the Built-In Features in the Zoho CRM’s Free Version?


Zoho CRM’s free version can support up to 3 users and presents significant features that a business of small size needs. This edition includes contact and lead management, tasks and events, multichannel marketing, Zoho CRM Integrations to its other applications, analytics, customization, and more!

Here are the features you get in a free version:

  • Contact Book
  • Email Marketing
  • Leads Generation
  • Automation
  • Analytics
  • Customization
  • Storage
  • Ecosystem


Manage Your Contacts Professionally

Zoho CRM’s free tool allows you to create, manage, and categorize data in a way that can help you to drive sales and returns. You can generate connections, record sales activities, add notes, produce tasks, qualify leads, view deals, and much more with this flexible digital contact book. So bid adieu to clumsy spreadsheets and shift your business into a more easy and powerful solution. With this professional contact book, you can do:

Lead and Contact Management

Create a lasting relationship with your leads and customers and impress them with your assistance.

Deal Management

Don’t ever miss any business opportunity, capture deals on the board, and generate revenue easily.

Account Management

List all contacts and deals related to one company and manage it more rapidly.



Email Marketing - Zoho CRM

Create Smarter and Personalized Emails

Email Marketing is made more expedient, resourceful, and personalized with Zoho CRM. You can create attractive copies with its powerful editor, which has tons of built-in formatting options, and you can also add important attachments to the email copy. Create custom workflows, use templates, opt-out email, and a few more that will help you write tailored emails that accurately highlight the pain of your leads.



Find and Contact Leads Online

For a small-sized business, an excellent website can serve as a success key for creating new and repeat business opportunities. It’s imperative to keep track of the lead activities online and request contact information for moving them into your sales process. The free version of Zoho CRM enables you to do that effortlessly. Further, you can:

Track visitors with SalesIQ

Keep track of how the viewers interact with your website content, indulge in live chat with prospecting customers, and improve conversion rate.

Create Leads with Web Forms

Seize the lead and contact information from your website and insert it to your CRM with the use of Web Forms. Just generate a form on your website and link it directly to your CRM for input details.



Automate Your Sales Processes

Zoho CRM’s workflow automation makes you more productive by managing regular tasks on your behalf. You can create a workflow for custom operation, set it, and leave it! Zoho CRM will attend and implement it while you can devote your time to what is more important that is connecting with customers. You can automate workflows for up to 5 everyday tasks; so that there are fewer things on your to-do list.




Analyze Everything You Do

It also allows you to conduct a variety of analytics to track the performance and results of your business at the employee level. Not much extensive like paid ones, the free software still offers a wide range of reporting features. The system also presents robust security features that enable the administrator to allocate responsibilities, control access, and implement restrictions. For the smallest size of the business, this free option provides a remarkable set of benefits. With analytics, you can:

Design Meaningful Charts

You can only manage the details that you can view on your system. Create colorful charts to get insights on sales activities, marketing campaigns, lead status, customer contacts, and more.

Create Detailed Reports

Change the way your business is managed and run with intelligent reporting features that interrupt key metrics and can share the reports with a single click.



Customize the Way You Do It

Zoho CRM’s free version allows you to choose how your data appears. You can make custom list views that will help you to discover data quickly, rename tabs with specific names appropriate according to your business terminology, and customize pages to match well with your industry style.



Data Storage

Everything Is On The Cloud

Zoho CRM gives your company the facility for cloud storage that ensures complete security and management of your business data. In this feature, you get:

Data Storage

You can store up to 5,000 records in each module that can be published manually or transferred from a spreadsheet or another CRM vendor.

File Storage

With the free cloud storage, you can create files and folders, share them with other users, evaluate files, attach files, etc., which will help you run your business more easily. Each business organization gets 1GB of cloud storage to save their files.



Step into the Zoho Ecosystem

Zoho serves the best when used with other Zoho applications. You can integrate the free editions of some other Zoho applications like Zoho Creator, Zoho Books, and Zoho Campaigns etc. with Zoho CRM for better customer support, marketing campaigns, surveys, and more operations. Easily sign up for one Zoho product and get access to utilize the entire suite with the same credentials.

Also Read: Top Reasons to Choose Zoho One
Get the Desired Value in Free Version!


Zoho is a reputed business software company, and when they say free, it means free forever. You will not be requested to upgrade and make any license payments after a trial period is gone. Indeed, there is no such trial period. You can access and manage all of your business data for as long as you like.

And the best thing is that the Zoho CRM free edition allows you to work with a small team that has up to 3 users, for 4,8,12 months or more, depending on whether it matches your needs.

Once you start running your business with the free CRM software, success will be on the way. Your business will thrive, your customer base will get greater, and your sales team will increase. But, with the growth of your business, there will be a need for a superior plan, and then you can upgrade it accordingly.

Zoho will never force you to upgrade to a paid edition. However, the future growth and expansion will itself tend your organization to the point that you’ll need one. For technical assistance and information, consult a leading Zoho Implementation Partner today!

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