Frequently Asked Questions

Zoho has many different prices for each of their applications, however, their most common bundle is called Zoho One. This application bundle gives you 40+ applications for one cost. That cost is 50CAD/month per user if paid yearly (600 CAD/user/year).

Yes we only work with Zoho and have only worked with Zoho since 2015. When our company first started we worked with many different CRM’s but decided Zoho was going to be our tool moving forward for a number of reasons. First off, Zoho is a private company and they continue to focus on features and low cost rather than locking in long term contracts. Second, Zoho chooses to build software internally themselves, and what this creates is a much better product for the end consumer.

There’s no catch! This is really the price for the Zoho One package. Zoho focuses on value for their customers and it’s a big reason why we love working with them.

The only thing to watch-out for (as shown on the Zoho website) is that to get this pricing, you need to sign up all employees on your payroll. If that does not work for you, then you can purchase apps individually or explore a package like CRM Plus.

Customer Relationship Management (CRM) system allows businesses to monitor and their relationships with customers, suppliers, and employees. It aims to increase sales efficiency and profitability by improving and maintaining these business relationships.

By collecting existing and potential customer data, CRM tools can access customers’ interaction histories sales data. This enables CRM systems to identify the required services and products to improve sales processes. Overall, the software helps businesses understand their customers better. With a better understanding of customers, companies can better serve their needs.

Yes, both tasks and meetings are considered “activities” in the CRM. From within Zoho CRM you can create a task (like a to-do list reminder) and a meeting as an Open Activity. Once the task or activity is complete, it becomes a Closed Activity for easy tracking.

A great perk is that Zoho CRM integrates with both Gmail and Office 365. This means that meetings and tasks created in the CRM show up in your calendar, and vice versa.

Yes, you can stop a recurring event inside of Zoho CRM. You simply have to go into any of the events that recurring, and click “Cancel” event. What this will do is mark the event you are on as canceled, and then you can click delete, this will then allow you to delete all future events or just the one event.

“Yes, field permissions can be both layout specific, and they can also be “”Role”” specific. This means that even within a layout you can hide some fields from a certain role within your organization.

A good example would be you may want a layout just for the B2B sales division, but within that division a sales manager can see more fields than then Sales Rep.”

Yes, both tasks and meetings are considered “activities” in the CRM. From within Zoho CRM you can create a task (like a to-do list reminder) and a meeting as an Open Activity. Once the task or activity is complete, it becomes a Closed Activity for easy tracking.

A great perk is that Zoho CRM integrates with both Gmail and Office 365. This means that meetings and tasks created in the CRM show up in your calendar, and vice versa.

Yes, you can stop a recurring event inside of Zoho CRM. You simply have to go into any of the events that recurring, and click “Cancel” event. What this will do is mark the event you are on as canceled, and then you can click delete, this will then allow you to delete all future events or just the one event.

“Yes, field permissions can be both layout specific, and they can also be “”Role”” specific. This means that even within a layout you can hide some fields from a certain role within your organization.

A good example would be you may want a layout just for the B2B sales division, but within that division a sales manager can see more fields than then Sales Rep.”