Zoho CRM Free Trial 2024 – 15 Days Access
Zoho CRM offers a free trial to help its users explore the robust features of its platform freely for 15 days.
With the trial, users can experience the value-packed CRM tools including custom fields designed, sales forecasting, modules, scheduled mass email, etc designed to streamline customer interaction, manage sales pipelines and drive growth.
Keep reading to learn more about Zoho CRM free trial features, limitations, and the process to claim it among other details!
Zoho CRM Free Trial: In A Nutshell
Zoho CRM offers a 15-day free trial to its users to allow them to explore the tool without making a financial commitment initially.
| Free Trial | Available for 15 days |
| Credit card requirement | No |
| Autopay after the trial ends | No |
| Best for | Small businesses |
You can begin your free trial without providing your billing details or credit card number and use all the features of Zoho CRM in a single trial account.
Zoho CRM also offers a full refund to users who are not satisfied with the services making it a risk-free platform for investing your money.
How To Claim Zoho CRM Free Trial?
Follow these steps to sign up for the Zoho CRM free trial.
Step 1. Go to Zoho CRM’s website.
Step 2. Click “Get Started” on the above right corner of the screen.
Step 3. Enter your name, email, phone number, and other details then click “Get started.”
Congratulations! You have claimed Zoho CRM’s free trial now examine the website for the next 15 days without paying a penny.
Zoho CRM Free Trial Features
Now let us check the key features of the Zoho CRM available during the 15-day free trial.
- Users invite
- Pipelines management
- Existing data migration
- Defined filters
- Tasks records
- Email integration
- Projects and services
- Contact list
- Integration with other apps
Zoho CRM Free Trial Limitations
The Zoho CRM free trial includes almost all features of the platform but you may still find some limitations in it as mentioned here.
- User limit
- Storage limit
- Limited support
- Customization limit
- Premium integrations restricted
How To Make The Most Out Of Zoho CRM Free Trial?
Follow these tips to make the most out of the Zoho CRM free trial.
- Define your objectives and requirements.
- Explore Dashboard
- Learn from tutorials for effective use
- Import existing data for account setup
- Test key features
- Test analytics and reporting
- Engage with support team to test responsiveness
Zoho CRM Pricing And Plans: Who Is It Best For?
Zoho CRM offers four plans to users namely, Standard, Professional, Enterprise, and Ultimate. The following table provides the price and features of each Zoho CRM plan.
| Parameter | Standard | Professional | Enterprise | Ultimate |
|---|---|---|---|---|
| Annual Price | $14/month | $23/month | $40/month | $52/month |
| Monthly Price | $20/month | $35/month | $50/month | $65/month |
| Basic modules | ✅ | ✅ | ✅ | ✅ |
| Inventory management | ❌ | ✅ | ✅ | ✅ |
| Multi-user portal | ❌ | ❌ | ✅ | ✅ |
| High-level data administration | ❌ | ❌ | ❌ | ✅ |
The standard plan is sufficient for beginners to streamline sales operations while the professional plan is best for growth and expansion.
The enterprise plan is ideal for small- mid-sized businesses for AI leverage and the ultimate plan is best for large businesses for better growth.
Furthermore, Zoho offers full refunds to users who wish to cancel their subscriptions.
Zoho CRM Discount: Is It Available?
Currently, there is no discount code active on the Zoho CRM website but you can still save up to 34% by purchasing the annual plans of Zoho CRM.
You can claim this annual discount without applying a coupon code instead you can visit the Zoho CRM website click on “Buy now” on your desired plan in the pricing tab and complete your checkout process with the annual subscription to claim the discount.
Conclusion: Zoho CRM Offers A 15-day Free Trial!
The Zoho CRM free trial provides you with a complete overview of the platform with premium features like sales forecasting, multiple sales pipelines, lead scoring, email integrations, inventory management, and so on.
To begin, click on “Get started” on the Zoho CRM website and provide the required email details to sign up for the trial. Once the trial ends you can purchase the Zoho CRM paid plans on an annual basis to save extra dollars.
By the end of the trial, you will be able to make the right purchase decision so start your trial today.
FAQs
How to upgrade to the Zoho CRM paid plan from its free trial?
Go to your free trial account and click on “enterprise-trial upgrade” on the tools ribbon above the screen to upgrade to the Zoho CRM paid plan.
What happens after my Zoho CRM free trial ends?
You will not be charged anything after the trial ends, instead, your account will be removed from the platform and you will be asked to upgrade to the paid plan after the end of your trial.
Is there a secret fee associated with the Zoho CRM free trial?
There is no secret fee associated with Zoho CRM free trial, you can walk away from the trial without any fee deduction.
