Practical Limits on Zoho CRM Free Edition.

Practical limits of the Zoho CRM free version.

I am really impressed with Zoho offering a free edition of Zoho as it allows people to try at no fiscal risk.  That’s quite unique in the CRM space.  So, as with most “free-mium” offers, there are some featu1res taken out.  As I work with clients on this, I will compile a list of limits that might matter right away.  Here is the complete chart for complete reference.  During the trial, all features are available for 14 days after the initial sign up.

  • You can only have up to 3 users.
  • You cannot add any custom fields to a module.  So if you want a field called "ID/Status" to the contact module, you cannot add it.
  • You can only have one layout.
  • Anyone can delete records, but only the Zoho administrator can empty the recycle bin.
  • You cannot add any custom modules (aka entities or tables).
  • You can only have two profiles (aka security profiles).
  • You can only have two roles (how contacts are shared among the users).
  • The tag feature is not available.
  • The Outlook integration features are not available.


E-Mail Tracking within CRM

The other day, I was asked to draft a scope of work for a new client after a few weeks discussing his business, his processes, his target audience and friction points along the customer journey. Every savvy sales rep or manager knows how important momentum is to matriculate prospects through the sales cycle. I’ve waited anxiously for price and scope responses more times than I care to count. And no one wants to stalk a prospect during crucial points in the business development cycle…over-eagerness is the surest way to relinquish credibility, leverage and flow. Wouldn’t it be great to know exactly when your email was opened so you can time your follow-up accordingly? Wouldn’t your follow-up conversation be stronger if you were able to say, “I see you’ve received the price quote you requested. I’m calling to follow up to see if you have any questions I can answer for you”? Definitely.

Given how sensitive my communications typically are with business leaders, maintaining confidence is essential. I was able to do just that. Unlike Act!, Zoho, Salesforce and WiredContact allow for emails to be tracked in real time. When the message is sent through the CRM, it puts a 1×1 transparent pixel in the email. If that image is “requested,” then the CRM immediately reports the email as opened. No clunky third-party apps or plug-ins.

These CRM systems are fully integrated so critical data is shared with the people who need it, when they need it. We also integrate them with company processes to ensure great and seamless customer experiences throughout the cycle. And no awkward follow-ups. This tool can be used for all emails so communication statuses are always informed, be they price quotes or support sessions or dinner invitations. Like anything else, better information = better choices. Smoother communications = fewer hiccups in your sales cycles and business processes throughout your company.