What users are saying about
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Top Rated
347 Ratings

Zoho CRM

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Top Rated
347 Ratings
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Score 7.8 out of 101

Likelihood to Recommend

Zoho CRM

Zoho is great for any type of sales team or billing. I haven't used it for any other reason but I'm sure it helps with a number of scenarios. Our tech support team wouldn't want to necessarily use it because the workflow they use is much different than what a retention management system would provide. Specifically, it's great for our leads and prospective customers and even current customers. We are able to track our calls with them, emails, set up templates, follow lead status, convert unqualified leads to qualified. I love it!
Sarah Lohsl profile photo

Feature Rating Comparison

Sales Force Automation

Zoho CRM
8.3
Customer data management / contact management
Zoho CRM
8.5
Workflow management
Zoho CRM
8.2
Territory management
Zoho CRM
8.1
Opportunity management
Zoho CRM
8.5
Integration with email client (e.g., Outlook or Gmail)
Zoho CRM
7.8
Contract management
Zoho CRM
8.4
Quote & order management
Zoho CRM
8.0
Interaction tracking
Zoho CRM
8.7
Channel / partner relationship management
Zoho CRM
8.5

Customer Service & Support

Zoho CRM
7.4
Case management
Zoho CRM
7.3
Call center management
Zoho CRM
7.5
Help desk management
Zoho CRM
7.3

Marketing Automation

Zoho CRM
7.9
Lead management
Zoho CRM
8.0
Email marketing
Zoho CRM
7.8

CRM Project Management

Zoho CRM
8.0
Task management
Zoho CRM
8.2
Billing and invoicing management
Zoho CRM
7.6
Reporting
Zoho CRM
8.2

CRM Reporting & Analytics

Zoho CRM
8.2
Forecasting
Zoho CRM
8.1
Pipeline visualization
Zoho CRM
8.4
Customizable reports
Zoho CRM
8.1

Customization

Zoho CRM
8.2
Custom fields
Zoho CRM
7.9
Custom objects
Zoho CRM
7.9
Scripting environment
Zoho CRM
8.3
API for custom integration
Zoho CRM
8.5

Security

Zoho CRM
8.8
Single sign-on capability
Zoho CRM
9.1
Role-based user permissions
Zoho CRM
8.5

Social CRM

Zoho CRM
7.7
Social data
Zoho CRM
7.7
Social engagement
Zoho CRM
7.7

Integrations with 3rd-party Software

Zoho CRM
7.7
Marketing automation
Zoho CRM
7.7
Compensation management
Zoho CRM
7.7

Platform

Zoho CRM
8.0
Mobile access
Zoho CRM
8.0

Pros

Zoho CRM

  • Organization - we had a hard time prior to using Zoho CRM with keeping leads and qualified prospects separated in our old CRM. The fact that Zoho is so well organized, customizable and user-friendly really helps us in keeping the sales rolling in! When you're organized, you're unstoppable with outreach!
  • User-Friendly - our old CRM (Salesforce) wasn't as user-friendly as Zoho CRM. I find it incredibly easy to navigate, organize, set up customization, and keeping groups of prospects linked together under one account. I love that we were able to customize filters for reports, activity lists, billing, leads, etc... SO EASY TO USE!
  • Customer support is fantastic! Anytime we've come across an issue or something we didn't understand, their support team has gone above and beyond to quickly help us resolve any issues we may have had. Most of these issues were user error.
Sarah Lohsl profile photo

Cons

Zoho CRM

  • The screens and layout look a little dated compared to some of their competitors.
  • It is sometimes difficult to find where to make changes to the system (is it in Setup, Accounts, etc.).
  • No IMAP support for add-on email accounts. Can only use POP.
Ron Sherwood profile photo

Likelihood to Renew

Zoho CRM

Zoho CRM 7.6
Based on 19 answers
We went through an exhaustive process doing this evaluation and in the process took the time to really understand the objectives and requirements of all groups within the organization. Now that the system is in place it needs to be used and refined over a long period to time in order to get the full value. As a result you need to consider the long-term and renewal knowing that the system will get better the more you use it.
James Lochran profile photo

Usability

Zoho CRM

Zoho CRM 7.8
Based on 3 answers
Zoho CRM is extremely intuitive and allows users complete visibility of sales data through reports/analytics. The platform has wide native integration with other cloud-based business solutions. But, it's fairly simple to write scripts with their publicly available API.
No photo available

Support

Zoho CRM

Zoho CRM 4.0
Based on 4 answers
Horrible experience. They should send regular apologies and refunds to all existing customers.
Ajay Gupta profile photo

Online Training

Zoho CRM

Zoho CRM 8.2
Based on 2 answers
Training was basic, and didn't really cover more advanced aspects of using the product.
No photo available

Implementation

Zoho CRM

Zoho CRM 8.0
Based on 4 answers
The CRM is only as good as the data you put into it. Spend the time up-front to clean up your old data sources prior to importing them into Zoho
Ron Sherwood profile photo

Alternatives Considered

Zoho CRM

In all cases Zoho came out on top for it's ease of use and ability to be customized. The other solutions all required additional consulting to adapt them to the needs of our business. In addition Zoho was also the least expensive platform we evaluated
James Lochran profile photo

Return on Investment

Zoho CRM

  • The impacts have been positive. I implemented it at my last company and we immediately saw a return as we were able to replace three other tools with the Zoho subscription resulting in a significant monthly savings.
  • Zoho as with any other properly implemented CRM platform will increase efficiency and lead to fast conversions. Where it shines is the ease at which it can be deployed and used by the sales, marketing and support teams.
James Lochran profile photo

Pricing Details

Zoho CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$12*
1.  /user/month

Zoho CRM Editions & Modules

Zoho CRM
Edition
Standard
$121
Professional
$201
Enterprise
$351
1. per user, per month
Additional Pricing Details

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