Zoho CRM
Zoho CRM is a comprehensive customer relationship management platform — covering lead management, sales pipeline, process automation, and revenue forecasting with AI Zia. Suited to SMEs with 5 to 500 employees. Distributed by Dzo as an Authorised Zoho Partner with a VAT invoice and a Vietnamese-speaking implementation team.
Overview
Zoho CRM is a Customer Relationship Management application developed by Zoho Corporation — one of the world's largest business software providers with more than 80 million users. Zoho CRM gives sales teams a single platform to manage the entire customer journey from lead to closed deal.
Zoho CRM's strengths for Vietnamese businesses are its flexible pricing (from free to Enterprise), a Vietnamese-language interface, and high configurability without coding. Sales teams can configure pipelines, custom fields, and workflow automation to match their industry-specific selling process entirely on their own.
Zoho CRM Plus and Zoho One extend the platform with marketing automation, customer support (Desk), analytics, and accounting (Books) within the same ecosystem — suited to organisations seeking comprehensive digital transformation from a single vendor at an affordable cost.
Purchasing Zoho CRM through Dzo — a Zoho Authorised Partner in Vietnam — provides a valid electronic VAT invoice, Vietnamese-language implementation, pipeline consultancy tailored to your industry, and post-sale technical support via Zalo.
Key features
Sales Pipeline Management
- → Leads & Contacts — centralised repository of all prospect information
- → Deals / Opportunities — drag-and-drop pipeline with custom stages
- → Forecast — revenue forecasting by pipeline, salesperson, month, or quarter
- → Multiple Pipelines — configure separate pipelines for different products or channels
Automation & AI
- → Workflow Automation — trigger, condition, and action rules with no coding required
- → Blueprint — define and enforce a standardised, step-by-step sales process
- → AI Zia — deal success prediction and best-action recommendations per prospect
- → Lead Scoring — automatically score and prioritise the most promising leads
Analytics & Integration
- → Reports & Dashboards — custom reports and real-time manager dashboards
- → Email integration — Gmail, Outlook, Zoho Mail — read and send email inside CRM
- → Zoho Marketplace — 500+ integrations: Google Workspace, Shopify, WhatsApp, and more
- → Mobile App — full-featured iOS and Android app with offline mode
Who it's for?
B2B Distribution, Trading & Import-Export Business
- Ngành
- B2B distribution, trading, import/export
- Quy mô
- 10–100 sales employees
- Use case
- Managing corporate customer lists, tracking long-cycle contract pipeline, sales reporting by salesperson and region
- Vì sao chọn
- Zoho CRM Enterprise with customisable pipelines and advanced reporting suits B2B sales with long deal cycles. Blueprint standardises quotation and contract approval processes — reducing errors and lead leakage.
Service Business or First-Time CRM Adopter
- Ngành
- Services, consulting, real estate, education
- Quy mô
- 5–50 sales staff implementing CRM for the first time
- Use case
- Migrating from Excel/Zalo-based customer management to a structured CRM; automating follow-ups; standardising the sales pipeline; weekly management reporting
- Vì sao chọn
- Zoho CRM Standard or Professional is the ideal starting point — Vietnamese interface, easy pipeline configuration, and fast Excel import. Dzo helps build an industry-appropriate pipeline and trains the team in two sessions.
SaaS, Fintech or High-Growth Startup
- Ngành
- SaaS, fintech, high-growth startups
- Quy mô
- 20–200 employees with aggressive growth plans
- Use case
- Multi-channel lead management (web, landing pages, ads), automated nurturing, integration with marketing tools and ERP, cohort analysis and conversion funnel reporting
- Vì sao chọn
- Zoho CRM Enterprise + Zoho Analytics enables deep conversion funnel and revenue attribution analysis. REST API integration with internal systems. Cost is 3–4× lower than Salesforce while delivering sufficient features for early-stage scaling.
Strengths
- ✓ Competitive pricing versus Salesforce — comparable features at roughly one-third of the cost
- ✓ Highly configurable — pipelines, modules, fields, and layouts all adjustable without coding
- ✓ Broad Zoho ecosystem — connects easily with Zoho Books, Desk, Campaigns, and Recruit
- ✓ AI Zia analyses trends and forecasts revenue from historical data
- ✓ 500+ app integrations via Zoho Marketplace: Gmail, Outlook, WhatsApp, Shopify, and more
Limitations to consider
- ! Feature-dense interface — requires time to learn, especially for first-time CRM users
- ! Zoho's customer support is primarily in English — a local partner like Dzo is needed for Vietnamese-language assistance
- ! Zalo integration requires additional API configuration — no out-of-the-box Zalo connector in the Marketplace
- ! Data is stored on overseas cloud servers — review carefully if local data residency is required
Pricing
Standard
- ✓ Leads, Contacts, Deals, Accounts
- ✓ Basic kanban pipeline
- ✓ 1 default pipeline
- ✓ Basic reports and mobile app
- ✓ No AI Zia, Blueprint, or advanced automation
Professional
- ✓ Everything in Standard
- ✓ Blueprint — standardise the sales process
- ✓ Unlimited Workflow Automation
- ✓ Multiple Pipelines by product or channel
- ✓ Integrated Quotes & Invoices
- ✓ Automated Email Sequences
Enterprise
- ✓ Everything in Professional
- ✓ AI Zia — sales forecasting and recommendations
- ✓ CommandCenter — CRM + marketing + support coordination
- ✓ Custom Modules — add fully customised modules
- ✓ Advanced territory-based access control
- ✓ Sandbox for testing configuration before production rollout
Frequently asked questions
What is the difference between Zoho CRM and Zoho One?
Zoho CRM is a standalone sales management application — suited to sales teams that want a focused CRM. Zoho One is a comprehensive bundle of 40+ Zoho applications: CRM, Books (accounting), Desk (support), Projects, HR, Marketing Automation, and more. Zoho One is more economical if the organisation needs three or more Zoho applications. Dzo can advise on the best fit.
Is Zoho CRM available in Vietnamese?
Yes, Zoho CRM supports a Vietnamese-language interface. Some advanced features and system notifications are still in English. However, the daily-use features for sales teams (leads, deals, pipeline, tasks) are fully available in Vietnamese. Dzo provides additional Vietnamese-language training materials and Zalo support.
Is a VAT invoice available? Can I pay in VND?
Yes. Dzo issues a valid electronic VAT invoice under Decree 123/2020 and accepts VND payment via business bank transfer. This is the primary reason Vietnamese businesses purchase through Dzo rather than directly from Zoho.com, which only accepts foreign-currency cards and does not issue Vietnamese VAT invoices.
Does Zoho CRM integrate with Zalo or Facebook?
Facebook Lead Ads can be integrated directly via the Zoho Marketplace — leads from Facebook Ads are automatically pushed into Zoho CRM. For Zalo, there is currently no official connector — integration requires Zoho Flow (Zoho's Zapier equivalent) or the REST API. Dzo advises on specific Zalo integration approaches based on your requirements.
How long does implementation take?
For an SME with 5–30 users: basic setup 1–2 days (users, pipeline, custom fields), data import from Excel 1 day, sales team training 2 sessions. Advanced workflow automation: an additional 2–5 days. Integration with ERP or internal website systems: depends on complexity. Total is typically 1–2 weeks for the sales team to use the platform fluently.
Interested in Zoho CRM?
Dzo delivers an exact quote within 24h — e-VAT invoice, VND payment, local training.