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Zoho CRM
Zoho CRM is a powerful, highly customizable CRM that lets you manage leads, contacts, accounts, deals, and activities in one centralized hub. In this tutorial, I use it to build a full workflow—custom fields, a visual deals pipeline, email tracking, workflows, Zia AI, reporting, and integrations—so you can run sales without the chaos.
Pros
- +Highly customizable fields, layouts, and pipeline stages
- +Kanban-style Deals module makes pipeline movement easy to see
- +Workflows automate follow-ups and repetitive admin work
- +Zia AI can help with automation creation and sales insights
- +Strong marketplace integrations (Google Workspace, Slack, Zapier, and more)
Cons
- -Advanced features like Zia AI and deeper customization require higher-tier plans
- -AI-generated workflows can be slightly off and may need manual fixes
Featured in 2 videos
Zoho CRM
Available on Go
External purchase
Highlights
- +Highly customizable fields, layouts, and pipeline stages
- +Kanban-style Deals module makes pipeline movement easy to see
- +Workflows automate follow-ups and repetitive admin work
Recommended by
George Vlasyev