What users are saying about
38 Ratings
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Top Rated
859 Ratings
38 Ratings
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Score 8.3 out of 100

Zoho CRM

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Top Rated
859 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100

Feature Set Ratings

  • Close ranks higher in 6 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, Customization, Social CRM, Platform
  • Zoho CRM ranks higher in 4 feature sets: CRM Project Management, CRM Reporting & Analytics, Security, Integrations with 3rd-party Software

Sales Force Automation

8.9

Close

89%
8.0

Zoho CRM

80%
Close ranks higher in 6/9 features

Customer data management / contact management

8.3
83%
8 Ratings
8.4
84%
255 Ratings

Workflow management

7.9
79%
8 Ratings
8.0
80%
242 Ratings

Territory management

8.0
80%
1 Rating
7.8
78%
179 Ratings

Opportunity management

9.4
94%
6 Ratings
8.3
83%
230 Ratings

Integration with email client (e.g., Outlook or Gmail)

9.4
94%
8 Ratings
7.8
78%
228 Ratings

Contract management

10.0
100%
1 Rating
8.3
83%
183 Ratings

Interaction tracking

8.2
82%
8 Ratings
8.0
80%
226 Ratings

Channel / partner relationship management

9.7
97%
3 Ratings
7.9
79%
172 Ratings

Quote & order management

N/A
0 Ratings
7.8
78%
181 Ratings

Customer Service & Support

8.7

Close

87%
7.4

Zoho CRM

74%
Close ranks higher in 3/3 features

Case management

8.0
80%
3 Ratings
7.6
76%
195 Ratings

Call center management

8.0
80%
5 Ratings
7.3
73%
157 Ratings

Help desk management

10.0
100%
2 Ratings
7.5
75%
176 Ratings

Marketing Automation

9.1

Close

91%
8.4

Zoho CRM

84%
Close ranks higher in 2/2 features

Lead management

8.8
88%
6 Ratings
8.5
85%
236 Ratings

Email marketing

9.5
95%
5 Ratings
8.3
83%
200 Ratings

CRM Project Management

8.1

Close

81%
8.2

Zoho CRM

82%
Zoho CRM ranks higher in 2/3 features

Task management

8.1
81%
5 Ratings
8.4
84%
228 Ratings

Billing and invoicing management

10.0
100%
1 Rating
8.1
81%
165 Ratings

Reporting

6.3
63%
5 Ratings
8.2
82%
220 Ratings

CRM Reporting & Analytics

8.0

Close

80%
8.2

Zoho CRM

82%
Close ranks higher in 2/3 features

Forecasting

10.0
100%
1 Rating
7.9
79%
199 Ratings

Pipeline visualization

8.4
84%
6 Ratings
8.2
82%
214 Ratings

Customizable reports

5.5
55%
4 Ratings
8.3
83%
226 Ratings

Customization

8.5

Close

85%
8.0

Zoho CRM

80%
Close ranks higher in 3/4 features

Custom fields

9.2
92%
7 Ratings
8.5
85%
252 Ratings

Custom objects

10.0
100%
2 Ratings
8.1
81%
199 Ratings

Scripting environment

8.0
80%
3 Ratings
7.6
76%
158 Ratings

API for custom integration

6.8
68%
7 Ratings
7.8
78%
182 Ratings

Security

8.2

Close

82%
8.7

Zoho CRM

87%
Zoho CRM ranks higher in 2/2 features

Single sign-on capability

8.0
80%
3 Ratings
8.7
87%
212 Ratings

Role-based user permissions

8.4
84%
6 Ratings
8.7
87%
237 Ratings

Social CRM

10.0

Close

100%
7.9

Zoho CRM

79%
Close ranks higher in 2/2 features

Social data

10.0
100%
1 Rating
8.0
80%
151 Ratings

Social engagement

10.0
100%
1 Rating
7.8
78%
144 Ratings

Integrations with 3rd-party Software

7.0

Close

70%
7.6

Zoho CRM

76%
Zoho CRM ranks higher in 2/2 features

Marketing automation

7.0
70%
4 Ratings
7.9
79%
189 Ratings

Compensation management

N/A
0 Ratings
7.3
73%
125 Ratings

Platform

10.0

Close

100%
7.9

Zoho CRM

79%
Close ranks higher in 1/1 features

Mobile access

10.0
100%
1 Rating
7.9
79%
212 Ratings

Attribute Ratings

  • Close is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Likelihood to Recommend

9.4

Close

94%
8 Ratings
8.5

Zoho CRM

85%
286 Ratings

Likelihood to Renew

Close

N/A
0 Ratings
8.8

Zoho CRM

88%
36 Ratings

Usability

8.8

Close

88%
3 Ratings
8.3

Zoho CRM

83%
179 Ratings

Availability

Close

N/A
0 Ratings
8.0

Zoho CRM

80%
4 Ratings

Performance

Close

N/A
0 Ratings
6.5

Zoho CRM

65%
4 Ratings

Support Rating

9.2

Close

92%
3 Ratings
8.2

Zoho CRM

82%
76 Ratings

In-Person Training

Close

N/A
0 Ratings
7.0

Zoho CRM

70%
2 Ratings

Online Training

Close

N/A
0 Ratings
8.5

Zoho CRM

85%
6 Ratings

Implementation Rating

Close

N/A
0 Ratings
8.2

Zoho CRM

82%
16 Ratings

Configurability

Close

N/A
0 Ratings
8.2

Zoho CRM

82%
128 Ratings

Contract Terms and Pricing Model

Close

N/A
0 Ratings
9.4

Zoho CRM

94%
22 Ratings

Ease of integration

Close

N/A
0 Ratings
7.9

Zoho CRM

79%
3 Ratings

Product Scalability

Close

N/A
0 Ratings
8.5

Zoho CRM

85%
2 Ratings

Professional Services

Close

N/A
0 Ratings
8.5

Zoho CRM

85%
7 Ratings

Vendor post-sale

Close

N/A
0 Ratings
8.3

Zoho CRM

83%
3 Ratings

Vendor pre-sale

Close

N/A
0 Ratings
8.4

Zoho CRM

84%
3 Ratings

Likelihood to Recommend

Close

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
Read full review

Zoho Corporation

The default configuration has been useful from day one. It is easy to learn, and that facilitated rapid adoption. With a little effort, custom fields and formulas can be added to suit particular needs. It is also easy to define custom views and filters, which are "remembered" and available the next time you log on.
Read full review

Pros

Close

  • Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
  • Email sync. Syncs in real time with your email account, which is huge.
  • Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
Read full review

Zoho Corporation

  • Provide a shared single source of Customer information (classic CRM)
  • Allow us to easily create automations relevant to each department's functionality
  • CRM allowed us to bring up each department separately using in-house designed views with easily created logic functionality applied to fields within each view
  • Build custom reports and dashboards starting with supplied off the shelf examples
Read full review

Cons

Close

  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow.
Read full review

Zoho Corporation

  • The availability of the case module in all versions. For a small company it is useful but the investment is high.
  • Although web forms are easy to implement, it is not so easy to adapt them to web design.
  • I would like the LinkedIn social network to be included
Read full review

Pricing Details

Close

Starting Price

$29 per user, monthly

Editions & Modules

Close editions and modules pricing
EditionModules
Starter291
Basic692
Professional993
Business1494

Footnotes

  1. per user, monthly
  2. per user, monthly
  3. per user, monthly
  4. per user, monthly

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

Additional Details

15% discount on annual pricing in addition to the month-to-month prices listed here.

Zoho CRM

Starting Price

$14 per month

Editions & Modules

Zoho CRM editions and modules pricing
EditionModules
Standard$14.001
Professional$23.002
Enterprise$40.003
Ultimate$52.004
Plus$57.005

Footnotes

  1. Per User/Per Month
  2. Per User/Per Month
  3. Per User/Per Month
  4. Per User/Per Month
  5. Per User/Per Month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional $14.00

Additional Details

Pricing Info

Likelihood to Renew

Close

No answers on this topic

Zoho Corporation

Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.
Read full review

Usability

Close

It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
Read full review

Zoho Corporation

Compared to our previous CRM, Zoho is a breeze. I can look up customers and reports with no issue. There are times when it may be difficult to find something, but I assume that is because I am not in Zoho every day like the sales team is. It does everything we need very simply, so I would definitely recommend it to others.
Read full review

Support Rating

Close

I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
Read full review

Zoho Corporation

We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
Read full review

In-Person Training

Close

No answers on this topic

Zoho Corporation

It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Read full review

Online Training

Close

No answers on this topic

Zoho Corporation

Online training is tough, but Zoho and their partners do a good job of explaining things.
Read full review

Implementation Rating

Close

No answers on this topic

Zoho Corporation

I feel like our implementation went smoothly, certainly better than I had expected. We did run into some issues (which is inevitable when you are implementing it inhouse rather than engaging an external team) but we were really happy with the quality of support we received from Zoho. Whenever we raised an issue to their support team, they either provided us the resolution on the spot or got back to us with an answer in a very acceptable time frame. We were also very happy with the amount of customization Zoho offered in setting up the CRM to the way we needed it to work. Lastly, training our users on it was a smooth experience as well. Zoho has a very detailed help section and their support team is always available.
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Alternatives Considered

Close

Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
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Zoho Corporation

Zoho is a much more inexpensive solution compared to Salesforce, yet it provides a lot of the same tools that the leading competitor provides. For us, it came down to the overall value of the product based on the final price to implement and use.
Read full review

Contract Terms and Pricing Model

Close

No answers on this topic

Zoho Corporation

I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
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Professional Services

Close

No answers on this topic

Zoho Corporation

In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
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Return on Investment

Close

  • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
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Zoho Corporation

  • We had Zoho CRM early on when it wasn't quite as robust as it is now, so there have been vast improvements, which also puts us at a disadvantage for falling into old ways of doing things rather than exploring new ways that we always wanted in the beginning.
  • One thing we were able to do is get rid of MailChimp and slowly migrate to Campaigns
  • Eventually I would like to migrate Zoom to Meeting but it's just not quite there yet.
  • Also, I do have to say going just from the CRM to Zoho One was a VAST improvement where many apps were available. At first, I was so disappointed in the CRM but with all the integrations it's been so much better!
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