Zoho CRM

Score8.5 out of 10

1,031 Reviews and Ratings

What is Zoho CRM?

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.

Categories & Use Cases

Media

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.

Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.

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Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.

Marketing automation
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Category average: 8.2
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.3
Opportunity management
Users can track deals and create quotes.
Category average: 8.4

Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Category average: 8.3
Scripting environment
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
Category average: 7.5
Call center management
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
Category average: 7.7

Gerald Coetze

Finance Manager in Finance and Accounting at Leads Paradise (51-200 employees employees)

Use Cases and Deployment Scope

I will use Zoho CRM to manage leads, follow ups, interactions in one centralized system. It will also help our team to track prospects from contact to deal closure, automate reminders, and maintain the complete customer products. The business's problems it solved are lead mismanagement and follow-ups, etc., while with Zoho CRM, we had improved response time and better customer relationships.

Pros

The reporting and sales pipeline dashboards provides clear visibility to deal stages, team performance and helping the managers to take better decisions.
Zoho CRM handles leads management, follows up, task notification and workflow based alerts hence we do not miss any opportunities.
It does an excellent job of lead management, organizing and tracking leads from multiple sources.

Cons

It can feel complex for new users, and the interface has a long learning curve, especially when we are setting up workflow and customer modules.
The advanced reporting features require larger plans, which are costly for small businesses.
The third-party integrations could be smooth because users may face delays sometimes compared to the desktop version.

Return on Investment

It has a strong ROI impact on overall business performance which reduced the operational cost by automating lead tracking and reporting which will manual the workload.
Zoho CRM is also improving the ease of doing the business by centralizing customer data and improving communication.
It may require less time setups and training for advanced customization which slow down intial time to value for the new users.

Nisarg Sutaria View profile

Chief GTM - Go-To-Market and Strategy Officer & Manager - SEO & SMM in Information Technology at Maction Consulting Pvt. Ltd. (11-50 employees employees)

Use Cases and Deployment Scope

At www.maction.com, we are a team of around 15 to 20. Yesterday, after trying for 1 month for free, we used Zoho One and have paid for the first month's subscription of INR 4,000 + 18% GST. We send emails via Zoho CRM and Zoho Campaigns. Zoho CRM is an awesome tool that makes sure the Marketing Department is seamlessly integrated.

Pros

Seamless Integration.
Auto Replies.
State of the Art tracking facility.
User-friendly UI/UX.

Cons

.
In Zoho CRM a person can send 10 emails only at a time. Please increase that to 100 at a time.

Return on Investment

We want to seamlessly integrate Zoho CRM with Zoho One in our Company.
I have checked Google Workspace and Microsoft 365. Zoho is the best value for money.
Zoho CRM is a very user-friendly software.

Alternatives Considered

Maple CRM and Microsoft 365

Other Software Used

Microsoft Office 2016 (discontinued), Zoho Campaigns, Google Chrome, Google Meet, Blogger, Google Workspace

Verified User

Analyst in Sales (11-50 employees employees)

Use Cases and Deployment Scope

Zoho CRM is being used by our sales office in the USA as well as foreign offices. It gives us a central location to enter all products once they have been released by engineering. And then [the products] can be added to the price books for the foreign offices at the rate they would like to sell the products so that the conversion rate to their currency does not need to be calculated for every order. It also allows us to better track and organize our orders and total sales globally. When the prices increase, we can utilize excel to update the prices and bulk import all the new prices as well as the price books instead of touching every record multiple times to accommodate all the offices and currencies.

Pros

Import bulk records.
Custom workflows can be set up to email persons within the company when a task needs to be done once a trigger action has occurred.
Customize modules and layouts to suit your specific business needs.

Cons

Some of the reporting features could use a little more flexibility to allow more filtering options within the report without creating multiple reports for each salesperson.
The ability to download unlimited back ups at any time without additional fees.
The use of Zoho Sheet within ALL modules.

Return on Investment

Positive impact on automation of repetitive tasks.
Positive impact ease of quote follow up.
Positive impact on tracking new leads.
Positive impact on saving time converting quotes to orders.

Usability

Alternatives Considered

Microsoft Dynamics GP

Other Software Used

Zoho Desk, Zoho Books, Zoho Assist

Subhash Sharma

Senior Sales Executive in Sales at Siniwell (51-200 employees employees)

Use Cases and Deployment Scope

I've had an extremely incredible in general involvement utilizing Zoho CRM. By and by, I wouldn't collaborate with anyone else right presently. Indeed for individuals who are not commonplace with CRM frameworks, its user-friendly plan makes it very simple to utilize. For some a long time presently, we have been utilizing Zoho CRM, and it has been basic to the operation of our company. With information at my fingertips when required, it taken care of my information and made my whole organization sensible. But as I looked around and need to know the stage way better. All in all, I venerate this CRM.

Pros

I appreciate that Zoho One offers a wide extend of computer program items which will be utilized in put of numerous of the ones I was already paying for.
Slack and Google Cloud have been associated with the CRM to encourage detailing and collaboration.
Certain modules offer a degree of customization that's accommodating for altering the framework to different trade prerequisites.
Self-reflection and monitoring others execution are too advantageous.
You'll be able handle client bolster and planned client administration utilizing Zoho CRM.

Cons

In comparison to other alternatives, Zoho CRM is very expensive.
What I do not like around Zoho CRM is that it has slowdowns and can be a small complicated for amateur clients.
Interfacing with the client benefit staff may be a hot choice.

Return on Investment

To begin with of all, it's basic to utilize and versatile to your needs and items.
Zoho incorporates a great leads framework that's clear to utilize and very straightforward.
We are able precisely customize the program to meet our company demands thanks to the customization choices.
It is unimaginably user-friendly and basic to adjust to our favored workflows.
Indeed in case you're not exceptionally commonplace with CRMs, it is basic to customize and explore the information.

Alternatives Considered

Tableau CRM, HubSpot CRM and Pipedrive

Other Software Used

Adobe Acrobat Reader, Zoho Analytics, Microsoft 365

Verified User

Manager in Information Technology (1-10 employees employees)

Use Cases and Deployment Scope

Zoho allowed us to consolidate our database and marketing solutions into one ecosystem.

Pros

Customization
Features
Pricing

Cons

Automation can be complicated
The learning curve from other systems
Not the most user-friendly

Return on Investment

Very well priced in comparison to it's competetition
We saved a lot of money by moving from multiple platforms to one
It does take a lot of time to implement a specific use-case

Alternatives Considered

Copper, Mailchimp and Slack

Other Software Used

Zoho Campaigns, Zoho One, Zoho Projects

Zoho CRM

What is Zoho CRM?

Categories & Use Cases

Media

Key Features

Top Performing Features

Marketing automation

Territory management

Opportunity management

Areas for Improvement

Interaction tracking

Scripting environment

Call center management

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