What users are saying about
57 Ratings
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Top Rated
745 Ratings
57 Ratings
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Score 6 out of 100

Zoho CRM

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Top Rated
745 Ratings
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Score 8.3 out of 100

Feature Set Ratings

  • Zoho CRM ranks higher in 10 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM, Integrations with 3rd-party Software, Platform

Sales Force Automation

4.6

Copper

46%
8.0

Zoho CRM

80%
Zoho CRM ranks higher in 8/9 features

Customer data management / contact management

6.0
60%
18 Ratings
8.4
84%
215 Ratings

Workflow management

3.3
33%
17 Ratings
7.9
79%
204 Ratings

Territory management

5.0
50%
4 Ratings
7.8
78%
153 Ratings

Opportunity management

5.6
56%
17 Ratings
8.2
82%
195 Ratings

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

8.3
83%
18 Ratings
7.8
78%
191 Ratings

Contract management

5.9
59%
9 Ratings
8.3
83%
152 Ratings

Quote & order management

2.0
20%
7 Ratings
7.9
79%
156 Ratings

Interaction tracking

4.5
45%
17 Ratings
8.0
80%
191 Ratings

Channel / partner relationship management

1.1
11%
7 Ratings
7.7
77%
144 Ratings

Customer Service & Support

3.6

Copper

36%
7.6

Zoho CRM

76%
Zoho CRM ranks higher in 3/3 features

Case management

2.9
29%
9 Ratings
7.7
77%
168 Ratings

Call center management

3.3
33%
5 Ratings
7.6
76%
134 Ratings

Help desk management

4.4
44%
7 Ratings
7.5
75%
149 Ratings

Marketing Automation

2.9

Copper

29%
8.3

Zoho CRM

83%
Zoho CRM ranks higher in 2/2 features

Lead management

4.4
44%
15 Ratings
8.5
85%
200 Ratings

Email marketing

1.4
14%
9 Ratings
8.2
82%
170 Ratings

CRM Project Management

3.8

Copper

38%
8.2

Zoho CRM

82%
Zoho CRM ranks higher in 3/3 features

Task management

4.7
47%
18 Ratings
8.3
83%
193 Ratings

Billing and invoicing management

1.7
17%
5 Ratings
8.1
81%
140 Ratings

Reporting

5.0
50%
16 Ratings
8.2
82%
185 Ratings

CRM Reporting & Analytics

6.3

Copper

63%
8.2

Zoho CRM

82%
Zoho CRM ranks higher in 3/3 features

Forecasting

5.6
56%
15 Ratings
8.0
80%
169 Ratings

Pipeline visualization

6.9
69%
17 Ratings
8.3
83%
180 Ratings

Customizable reports

6.4
64%
15 Ratings
8.2
82%
190 Ratings

Customization

5.1

Copper

51%
8.0

Zoho CRM

80%
Zoho CRM ranks higher in 4/4 features

Custom fields

8.0
80%
18 Ratings
8.4
84%
214 Ratings

Custom objects

4.9
49%
12 Ratings
8.1
81%
168 Ratings

Scripting environment

4.1
41%
3 Ratings
7.7
77%
137 Ratings

API for custom integration

3.5
35%
8 Ratings
7.7
77%
152 Ratings

Security

8.4

Copper

84%
8.8

Zoho CRM

88%
Copper ranks higher in 1/2 features

Single sign-on capability

8.9
89%
12 Ratings
8.7
87%
179 Ratings

Role-based user permissions

8.0
80%
12 Ratings
8.8
88%
200 Ratings

Social CRM

2.1

Copper

21%
7.8

Zoho CRM

78%
Zoho CRM ranks higher in 2/2 features

Social data

2.2
22%
12 Ratings
7.9
79%
130 Ratings

Social engagement

2.0
20%
7 Ratings
7.8
78%
125 Ratings

Integrations with 3rd-party Software

2.0

Copper

20%
7.6

Zoho CRM

76%
Zoho CRM ranks higher in 2/2 features

Marketing automation

3.0
30%
12 Ratings
7.9
79%
161 Ratings

Compensation management

1.0
10%
1 Rating
7.3
73%
107 Ratings

Platform

7.2

Copper

72%
7.9

Zoho CRM

79%
Zoho CRM ranks higher in 1/1 features

Mobile access

7.2
72%
16 Ratings
7.9
79%
179 Ratings

Attribute Ratings

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

Likelihood to Recommend

3.0

Copper

30%
19 Ratings
8.4

Zoho CRM

84%
243 Ratings

Likelihood to Renew

Copper

N/A
0 Ratings
8.9

Zoho CRM

89%
32 Ratings

Usability

4.7

Copper

47%
10 Ratings
8.3

Zoho CRM

83%
178 Ratings

Availability

Copper

N/A
0 Ratings
8.0

Zoho CRM

80%
4 Ratings

Performance

Copper

N/A
0 Ratings
6.5

Zoho CRM

65%
4 Ratings

Support Rating

2.8

Copper

28%
12 Ratings
8.2

Zoho CRM

82%
76 Ratings

In-Person Training

Copper

N/A
0 Ratings
7.0

Zoho CRM

70%
2 Ratings

Online Training

Copper

N/A
0 Ratings
8.5

Zoho CRM

85%
6 Ratings

Implementation Rating

Copper

N/A
0 Ratings
8.8

Zoho CRM

88%
12 Ratings

Contract Terms and Pricing Model

Copper

N/A
0 Ratings
9.4

Zoho CRM

94%
22 Ratings

Product Scalability

Copper

N/A
0 Ratings
8.5

Zoho CRM

85%
2 Ratings

Professional Services

Copper

N/A
0 Ratings
8.5

Zoho CRM

85%
7 Ratings

Likelihood to Recommend

Copper

It is very easy to use to enter client information and opportunities, as well as follow-up tasks. I use the program every day to set myself up with a client follow-up list on a specific day each week when I either call a client, follow up on an opportunity, or simply schedule a service for them.
Mark Caliendo | TrustRadius Reviewer

Zoho CRM

Zoho CRM is geared to small businesses with limited usage. However, through additional programming, our enterprise company was able to leverage the core apps into a well-honed customized CRM and end-to-end ecosystem that meets our needs. Zoho CRM has been responsive to this process and provided the support we need. With Zoho CRM, we can customize it any way we want allowing us to track all aspects of client requests and tax or service categories and then follow up with email campaigns based on specific criteria with ease.
Anonymous | TrustRadius Reviewer

Pros

Copper

  • I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways.
  • Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help.
  • Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google.
Anonymous | TrustRadius Reviewer

Zoho CRM

  • It is pretty easy to use. We don't need to set up formal training sessions for our users which lets us get new users up and running much quicker.
  • Great reporting section, you can extract some really detailed reports of your leads and their status.
  • User access control and 2-factor authentication are really easy to define and set up.
  • Some really great integrations with Zoho products and Gsuite.
Anonymous | TrustRadius Reviewer

Cons

Copper

  • Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate.
  • We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback.
  • I am pleased using Copper and can't think of any other cons since implementation.
Erik Viager | TrustRadius Reviewer

Zoho CRM

  • You can only have one email attached to a form. This means that I have to go elsewhere to create a full drip campaign.
  • Reporting leaves a lot to be desired. It is difficult to set up reports exactly how we want them.
  • There are some things that aren't allowed to be customized that definitely should be
  • Support means well, but they rarely can help
Anonymous | TrustRadius Reviewer

Pricing Details

Copper

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Starting Price

$25 per month per user

Copper Editions & Modules

Edition
Basic$25.001
Professional$59.001
Business$119.001
  1. per month per user
Additional Pricing Details

Zoho CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$14.00

Starting Price

$14 per month

Zoho CRM Editions & Modules

Edition
Standard$14.001
Professional$23.001
Enterprise$40.001
Ultimate$52.001
Plus$57.001
  1. Per User/Per Month
Additional Pricing Details

Likelihood to Renew

Copper

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.9
Based on 32 answers
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.
Jon Porreca | TrustRadius Reviewer

Usability

Copper

Copper 4.7
Based on 10 answers
I would rate Copper overall usability as a 10. It is easy to use. I am not extremely computer friendly so I needed to find something that would fit what I can do. Copper definitely fit the bill. I would highly recommend it to anyone of any level of computer knowledge.
Jason Tenzer | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.3
Based on 178 answers
In my overall experience, I would highly recommend Zoho CRM, though it lacks the feature of partial entries, still we used that for our non-profit organization. They have offered us a non-profit discount as well. Moreover, their support is good, and has dedicated employees to help the clients. From my experience, sometimes, we got the idiots, but overall the support is good. They have helped us in doing custom functionalities that other CRM providers don't do for free.
Anonymous | TrustRadius Reviewer

Support Rating

Copper

Copper 2.8
Based on 12 answers
It has been so far so good, they have been quick to respond to queries, and do follow up as well. But then again this is a work in progress and I guess they would not have a solution to every problem every posed to them right away. Hence I will refrain from making any judgments.
Ben J. Varghese | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.2
Based on 76 answers
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.
Anonymous | TrustRadius Reviewer

In-Person Training

Copper

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 7.0
Based on 2 answers
It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Sarah Lohsl | TrustRadius Reviewer

Online Training

Copper

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.5
Based on 6 answers
Online training is tough, but Zoho and their partners do a good job of explaining things.
John Hinson | TrustRadius Reviewer

Implementation Rating

Copper

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.8
Based on 12 answers
Take it slowly and meet often with your team to solicit their feedback. Listen to what they are saying so that if something is not clear, you can address it before they turn on the CRM. Also, whatever system you were one previously will not match Zoho CRM which is both good and bad. It's good as I know Zoho CRM will be better than whatever you're been using. Bad because it will require change and how you did things in your old CRM may need to be modified a little when using Zoho CRM.
Stephen Lalla | TrustRadius Reviewer

Alternatives Considered

Copper

ProsperWorks is just an amazing lightweight CRM. Unless you're a large organization that needs to build out crazy custom reporting and tools that integrate into your CRM, Prosperworks is the best bet. Instead of being an IT project that you need to get a bunch of other people involved in, it just works and allows the very basic job of managing customer relationships to be done effectively. Salesforce is too bloated for a small organization, and while HubSpot is pretty decent it just doesn't match the Gmail integration and usability of Prosperworks.
Scott Entwistle | TrustRadius Reviewer

Zoho CRM

Back when we switched, Zoho CRM was nowhere near Salesforce. We were able to at least merge some of our documents through a bridge called Conga. We still can't do that within Zoho CRM, but again, Zoho CRM updates all the time so I'm probably not aware of the easiest most efficient way it can do it.
Anonymous | TrustRadius Reviewer

Contract Terms and Pricing Model

Copper

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 9.4
Based on 22 answers
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
Anonymous | TrustRadius Reviewer

Professional Services

Copper

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.5
Based on 7 answers
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.
Anonymous | TrustRadius Reviewer

Return on Investment

Copper

  • Speed to call leads has increased for us over 32%.
  • Opportunities have not fallen through the cracks with collaboration efforts from CS and Sales.
  • Saves us time inputting information into just Copper vs. multiple clicks and crappy integrations with other CRMs.
Kelly Wasden | TrustRadius Reviewer

Zoho CRM

  • Increased customer retention keeps our sales team on track and updated with their sales pipeline management features.
  • To better understand our clients and build strong relationships, Zoho provides an easy-to-use central database of customers.
  • Tracking admissions is possible, as is improved entry management and -communication. As a result, Zoho reduces the time and effort required to generate leads and close sales.
Aononna Tazin | TrustRadius Reviewer

Screenshots

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