Zoho CRM

Zoho CRM

Customer Verified
Top Rated
Top Rated
Zoho CRM

Overview

Reviews

Great product

8
Our company uses Zoho CRM for lead management. We have various leads and properties we manage in multiple markets which Zoho CRM allows us …

Zoho makes working fun!

9
Zoho CRM is being used by my entire sales team as well as my billing department. The CRM helps us keep track of prospective customers, …

"Zoho CRM for Our Business"

9
Zoho CRM is a cloud-based platform accessible from any web-enabled device. Our company uses this software to track sales quotes' progress. …

Excellent Tool!

10
One of the features that we often use in Zoho CRM is tracking. It is one of the best feature so far. We also use Calendar Management, …

ZOHO CRM is nice

8
Zoho CRM is being used entirely sales team, which helps in customers' perspective. It has managed daily calls and emails ineffective way

Popular Features

View all 31 features

Lead management (134)

8.6
86%

Customer data management / contact management (139)

8.4
84%

Custom fields (136)

8.4
84%

Workflow management (130)

8.0
80%

Reviewer Pros & Cons

View all pros & cons

Pricing

View all pricing

Standard

$14.00

Cloud
Per User/Per Month

Professional

$23.00

Cloud
Per User/Per Month

Enterprise

$40.00

Cloud
Per User/Per Month

Entry-level set up fee?

  • $14 /user/monthOptional
For the latest information on pricing, visithttps://www.zoho.com/crm/zohocrm…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $14 per month

Features Scorecard

Sales Force Automation

8.1
81%

Customer Service & Support

7.7
77%

Marketing Automation

8.4
84%

CRM Project Management

8.2
82%

CRM Reporting & Analytics

8.2
82%

Customization

8.0
80%

Security

8.8
88%

Social CRM

7.9
79%

Integrations with 3rd-party Software

7.7
77%

Platform

7.9
79%

Product Details

What is Zoho CRM?

Zoho CRM is an enterprise solutions that helps to build customer relationships. It boasts empowering a global network of over 250,000 businesses of all sizes in 180 countries to convert more leads, engage with customers, and grow their revenue.

Its recently announced Canvas feature aims to enable users to create a personalized instance that meets their specific requirements and preferences. This is a recognition that the CRM solution in any enterprise must remain diverse and flexible as the customers it serves.

Its enterprise sales applications help reps reach decision makers who matter, to shorten long enterprise buying cycles, and build strong customer relationships that withstand unexpected disruptions or crises.

Zoho CRM Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social data
  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation
  • Supported: Compensation management

Platform Features

  • Supported: Mobile access

Zoho CRM Screenshots

Zoho CRM Home - See your leads, open tasks, opportunities, and sales pipeline by stage all within the Zoho CRM home page.Blueprint - Zoho CRM's Blueprint helps ensure everyone in your team follows the right process, even when you're not looking. Make your sales processes scale, and give the same level of attention to the right customers and leads.Analytics - In-depth CRM analytics to help you make smarter business decisions. From lead analytics to deal insights, activity stats, and email analytics, monitor every aspect of your sales cycle any time, anywhere with pre-defined dashboard views.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.Setup - Configure and control your CRM from a unified Setup page.Leads - From lead generation to scoring to conversion, Zoho CRM's lead management software ensures proper follow-up to move your leads through the sales pipeline.SalesSignals - SalesSignals in Zoho CRM gives you the real-time analytics and notifications you need to reach out to every customer. SalesSignals can also send you real-time notifications when a customer interacts with you or your company on social media, so that you can respond right away.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.Document Library - Organize and manage all your business related files and also share it with people in your organization. Upload various types of files and share with the users based on their profile permissions in the organization's CRM account.Marketplace - Features a host of carefully handpicked extensions for Zoho CRM. Extend your CRM functionality to do more than what it could originally.

Zoho CRM Video

Get to know Zoho CRM

Zoho CRM Downloadables

Zoho CRM Integrations

Zoho CRM Competitors

Zoho CRM Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesAsia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States
Supported LanguagesEnglish (US), English (UK), Hebrew, French, German, Spanish, Italian, Japanese, Korean, Portuguese (Portugal), Portuguese (Brazil), Russian, Swedish, Bulgarian, Chinese (China), Chinese (Taiwan), Danish, Dutch, Polish, Hungarian, Turkish, Vietnamese, Hindi, Croatian, Czech

Alternatives

View all alternatives

Frequently Asked Questions

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.

How much does Zoho CRM cost?

Zoho CRM starts at $14.

What is Zoho CRM's best feature?

Reviewers rate Role-based user permissions highest, with a score of 8.8.

Who uses Zoho CRM?

The most common users of Zoho CRM are from Small Businesses and the Marketing & Advertising industry.

Reviews

(1-25 of 613)
Companies can't remove reviews or game the system. Here's why
January 04, 2022

Great product

Chris Martino | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Our company uses Zoho CRM for lead management. We have various leads and properties we manage in multiple markets which Zoho CRM allows us to manage. The interface is extremely easy to use and very customizable. Zoho makes managing other users seamless while assigning them tasks and follow ups. Without this software there is no way we would be able keep track of all of our leads.
  • Assign users tasks
  • Organize leads with customizable fields
  • Sort by relevant fields to reach the correct leads
  • Zoho is extremely customizable but a bit confusing how to make certain changes.
  • Customer service has not been able to figure out a few issues.
  • Informing consumers when the product is experiencing issues.
Zoho [CRM] is well suited for customer and lead management. We typically associate different leads with single or multiple properties and link them accordingly. Zoho allows us to stay on track with upcoming deadlines and enables us to schedule appropriate follow ups. It makes it very easy to assign tasks to other members as well.
Zoho is easy to use and train other users. The interface is very straightforward and allows user to navigate easily. There are also tons of training videos available to assist with the user experience as well. Zoho is also great for user customization which further allows each user to save time by having all the important modules just a click away.
November 24, 2021

Zoho makes working fun!

Sarah Lohsl | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Zoho CRM is being used by my entire sales team as well as my billing department. The CRM helps us keep track of prospective customers, current leads, and current customer accounts. We also recently started using the system to keep track of our billing and it has been a great help in keeping that streamlined and organized. We also track our current sales, leads converted, and daily calls/emails that need to be addressed. Zoho has also been really great at helping my team prioritize calls based on importance etc. We also started using the Twilio texting option/integration which has been a godsend to help us continue conversations with our prospective customers via text.
  • 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.
  • Provides many integration possibilities to streamline follow up processes.
  • One thing I have found hard to use was when trying to link certain opportunities to existing contacts. We have found the workaround for this but it was sincerely difficult for some time
  • I would ask for better coloring on the actual CRM face. The bright whites make it harder for someone like me to see. I have downloaded an add-on that allows me to change the background colors and I do appreciate that Zoho's site allows for this type of change.
  • I'd like to see a live chat feature on Zoho for quick help and simple questions.
  • One thing I found a bit more difficult to do was integrating my Gmail with Zoho. It was a bit of a difficult process but I was able to finally get it linked.
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!
I find everything to be clearly laid out in zoho to find what I'm looking for easily. The customer service is also great when we run into issues we need resolved or having questions about integrations and changes in the user interface. We've been able to customize our user experience in zoho which allows us to use it to it's full capability. Our sales team is always in line with their daily tasks, responses to emails and texts etc because zoho allows us to be :)
  • Online training
  • in-person training
We've always been able to reach someone in support to best assist us with any issues.
Aononna Tazin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Zoho CRM is a cloud-based platform accessible from any web-enabled device. Our company uses this software to track sales quotes' progress. A key indicator of our success is the number of reports generated, showing the team improvement. Zoho tools don't necessitate multiple subscriptions. Because of their wide range of devices, they are beneficial. We manage email, quick chat, bot chat, sales calls, and marketing funnel by using this tool. Using all of the features has helped us increase the number of leads in our marketing funnel.
  • It allowed for infinite improvement in the user experience and provided an excellent database where we can manage and track all sales in a particular way.
  • Automate and notify team members of imported data, and Track Sales Pipeline software tracks potential deals very well. Zoho CRM's customization, on the other hand, allows us to tailor the software to our specific requirements.
  • Sharing of data is made possible through Zoho integrations. Data-Zoho CRM integrates seamlessly with all other ZOHO products, so there's no need to keep track of multiple records.
  • Real-time synchronization helps us organize our work and visualize everything.
  • Some restrictions exist, such as the number of layouts in a module. The current user interface is clean, smooth, and simple to navigate, but a modular one would be ideal.
  • It has all of the features that one could desire and more. Aside from a few bugs that cause race conditions, nothing significant is missing from Zoho.
  • The interface is outdated and difficult to use, and it is possible to improve the current level of assistance.
Using Zoho CRM alone or with minimal integration is the best way to use it for medium-sized businesses. It is ideal for customer management and lead generation, and it's a software service, so it's not reliable for privacy. FOR EXAMPLE, ZOHO CRM is ideally suited for simple CRM sales processes for a single company. The APIs are not well-tested and may have problems from time to time. It is less expensive than Salesforce or Salesforce Pro, but it supports fewer third-party integrations.
Despite its ease of use and functionality, Zoho CRM can be confusing at times. When it comes to customizing settings, it's not always clear where to find them, and it can be challenging to figure out which settings screens contain the information you need when managing many applications. Simply put, Zoho's interface is highly user-friendly and intuitive.
Darren Mihalic | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Zoho CRM is a unique and powerful cloud software suite that provides us with a unified cloud to help us break down silos between departments and increase our organizational performance and efficiency. It streamlines our complex business projects, helps us build strong relationships with our clients, and drives growth at scale. I found the Zoho CRM a powerful tool because it offers us professional services, robust infrastructure, helpful technical support, and security that any significant business needs. It is an integral part of my organization at all.
  • Because of its cloud-based services, we quickly access this from any device with an internet connection.
  • Zoho CRM saves our time by automating processes that help reduce manual data entry, eliminate redundancies, and accelerate our entire process.
  • The most enjoyable thing is that it provides real-time insights about our customers, enabling us to connect with them across channels easily.
  • Zoho CRM is best at managing and automating many functional areas, including marketing, sales, operations, and engineering.
  • The offered email template is hard to edit, and there are few options for customizing it.
  • I faced massive errors with email delivery to outlook services sometimes.
Zoho CRM is a cloud-based business management software that is well suited for our company. It provides sales and marketing automation solutions, no matter the size of your business, it will help you grow. Highly recommended tool, especially to those working on a large scale all over the world. Moreover, configuring its user interface is very enjoyable, and customization of the dashboards and reports is effortless.
Zoho is simple to use, and the user interface is very user-friendly, but to use some other services, you need some previous knowledge. Customizing things looks like a breeze you don't need to undergo for any practice.
Patrick Stephens | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
I reviewed and tested out Zoho CRM for an educational institution in Atlanta as part of their bid to find a more suitable CRM. It was part of the list because of how customizable it is, tracking capability, and would have been helpful for users who were completely new to CRMs in general. At the outset, the company it was being reviewed for had a CRM which was outdated and acted like no more than Gmail. So Zoho was in the running to replace more than one system at the school, ultimately.
  • Customization! You are not going to find a "fuller" program. They have been a leader in the industry for a long time for a reason, and that is because they listen to their clients and attempt to improve themselves based on feedback - which I believe is responsible for their large scale of features.
  • Price. It's pretty solid for the price. Not the cheapest I've found for educational services, but you have to draw the line - you get what you pay for.
  • Integration. Most places looking for a CRM don't think of it based on "what can I connect this to?" but Zoho CRM has some incredible integrations and the ability to be integrated [into] other programs. Unfortunately, not ones that are in limited partnerships, which you will see later in the review!
  • You need someone to slog through the training. You need either an expert or someone who knows what they are doing because there is a lot, and you can't always depend on textbook-style writing for help.
  • At the time I reviewed, there was no feature that was unable to be off-network - unless I missed this.
  • Communication tracking at every level, including large scale.
This really is an incredible platform. It is robust and can be customized to suit your needs. The school I was trialing it for had a terrible system where they went between several programs and were constantly losing track of what was going on. Zoho CRM was able to show them how a proper CRM can be multi-faceted in terms of lead tracking, communication, and ultimately tracking after conversion. At the time I am writing this, the last I used Zoho CRM was a handful of months ago, so some of the cons are likely already outdated - this is how on it their improvement team can be. So then why didn't we choose it? Because the school had already paid for an over $5,000 a year childcare management software that refused to allow integrations to programs they didn't have a partnership with. Be wary of this, people! You could lose a great program because other ones just don't want to play well with others. Zoho would have been able to integrate just fine, but not for the CMS.
I still think their help articles are written by experts for advanced minds. If you don't understand a subject, you get help from someone who can explain it to you from the ground up. If using a school analogy, you want them to start from preschool. Theirs start around middle school, so you need some wiggle room in terms of understanding. I think this is a flaw in the field of marketing anyway. Too many people use buzzwords and overcomplicate things to sound smart when sometimes you just need to say it in simple, simple terms. But overall, had it not been for the limitations of their year-long contract, I would have 100% gotten Zoho CRM for the school involved.
Rebekah Longenecker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Zoho CRM for tracking deals and communication. The reports are amazing because we can customize them with our internal processes. we can quickly see exactly where we are in the process with our potential customers. This also allows us to display data in custom fields which helps us to keep track of our accounts and customers all on one page!
  • Manage communication with customers
  • Tracking progress of accounts
  • Generating reports
  • Customizable fields
  • Works great nothing at this time.
This is well suited for any business that has tons of leads that need to be managed and tracked in a timely manner. Our team is remote and loves that it updates in real-time so everyone knows where we are in the process! Using automation, helps us stay in front of our potential clients so they do not drop through the cracks.
I have only had to reach out a couple of times and every time they have quickly taken care of or helped me with an issue I was having. They have been friendly and make you feel that care about you.
The overall usability is fantastic. It is easy to learn and train when bringing on a new team member. The help section is easy to understand if looking for answers. The dashboard allows for quick visibility of all of our accounts.
January 26, 2022

Excellent Tool!

Aira Castillo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
One of the features that we often use in Zoho CRM is tracking. It is one of the best feature so far. We also use Calendar Management, Calendar/Reminder System, Campaign Management, Alerts/Notifications and so much more. Zoho has an important role for us most especially in our campaign. Using this tool we can track our client and can manage our campaign.
  • Client tracking.
  • Notifications.
  • Campaign management.
  • Client management.
  • AB Testing
  • Churn Management
  • Activity Dashboard
Alerts/Notifications, Client Management, Client Tracking, Calendar Management. Zoho CRM gave me the capabilities to keep and manage our campaign. This tool provides good features that can be used not just in our team and campaign, but also in our client. Through this we track manage our client and campaign. I will recommend this.
Overall experience was great! I am happy that I learned about Zoho CRM. This tool made our job so much easier. It is so easy to use and hassle-free. I can say that it is one of the best tool that we have used so far. Almost all of the features are great. I highly recommend this tool.
I can use this for calendar management and alerts/notifications which helps us. I am overwhelmingly positive in the entire year that I have been using this. As I have said this is so easy to use and worth for its price. It offers a lot of functionality. This tool is worth it.
Susan Dakuzaku | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
I needed a system that would help me manage contact communication and invoicing and would allow me to automate as much as possible. I've worked with a half dozen other CRM systems and this is the first one that seems to manage 95% of my needs within one system because of the integration with other Zoho apps. I've happily described it as the "Holy Grail" of CRM's to my clients. I use it in all aspects of my business. I have since called it the "Swiss Army Knife" of CRMs (seems more apt).
  • Seamless integration with emails so I have a history of communication even if not initiated within the CRM.
  • Customization of fields and layout is nice for quick access to important information.
  • Honestly, the BIGGEST plus is it's integration with the other apps. Zoho Invoice is better than my previous system (that I used for 6 years) and Zoho Meeting has advantages over Zoom. All integrated with the need for Zapier.
  • Zoho One (all the Zoho apps) is costing me less than 2 of my previous tools combined.
  • Navigation can be a little daunting because there are so many options. So not as intuitive to use.
  • Events are really important in my business & wish there was more ability to schedule recurring meetings for multiple attendees. For example, I cannot schedule meetings every 3 weeks.
  • Meeting reminders are nice but cannot customize text and limited to only 2 days prior.
My business has many types of clients (1-off projects, on-going support, on-line subscribers, monthly classes) and my ability to manage them all is a plus. So diversity and flexibility is a Zoho specialty. Haven't found a scenario yet that wouldn't be a good fit. I'm about to lead a Zoho support group with members in diverse industries so I will keep you posted!
Fairly intuitive to use but because of all the features & functions, it will take a while to take advantage of all of them. I'm still relatively new to Zoho but look forward to years of use as well as helping my clients get started with a good CRM.
Response time has been generally pretty good. Sometimes communication is a little challenging because I suspect English is a second language for some, but my questions get answered so that is the most important. I've spoken with support, chatted as well as emailed. All have been effective in answering the question.
Scott French | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
ZOHO CRM is used by our company to track the progress of quotes through our sales process. We use it to run reports on our team to determine what changes we need to make in order to be more successful. We are able to track every aspect of the sales process and see where we are successful and what we need to change to overcome challenges.
  • Track Sales Pipeline, as with all sales pipeline software it tracks the potential deals very well, but the customization that ZOHO CRM allows you to fine tune the software to fit your needs.
  • Cost- By signing up for ZOHO ONE, CRM is included and if you use multiple ZOHO Products, they are probably included at no additional charge.
  • Sync Data- Zoho CRM works very well with all of the other ZOHO products, so duplicate entry is not needed.
  • Support - ZOHO Support is a little rough sometimes a revamp of their support team or additional training could work out in their best interest.
  • Implementation- ZOHO CRM is so customizable, you may want to consider hiring someone who has gone through it to help implement it for your company.
If you need to track deals, quotes, or whatever you want to call it, Zoho CRM is your man. Set it up and use it every day to help manage your sales process, whether it's a single guy or team of 100 I think Zoho CRM will work for you.
Jon Porreca | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Zoho CRM is used company wide to manage our day to day process and report on our projects. We use all the basic modules such as contacts, accounts, and deals to track our daily records. We've customized most of these modules to better reflect our own internal process's, as it is very easy to do so within Zoho CRM. The on board reporting features make it simple to customize reports any way we like, which provides us great insight to business.
  • Zoho CRM is very customizable. The out-of-the-box modules are a great start however the system allows you to customize them to better fit internal operations.
  • The integrations with other Zoho apps is crucial to us, and Zoho CRM acts as sort of the hub for our teams project tracking, communication, and task tracking. Most if not all other Zoho apps have a native integration back to Zoho CRM.
  • Reporting features are excellent. Likewise, the ability to create custom "Views" within our modules record also provide us with deeper insights to the critical data stored within Zoho CRM.
  • I would say some UI enhancements, although this feature is on it's way with the soon to be released canvas builder. This will allow us to create a homepage view within each module so our users get all the important info they need in a beautifully designed layout to optimize their time spent in Zoho CRM.
  • The integrations with Zoho social, or other social media tools. This may stem from my lack of effort to better utilize this existing feature
  • To be honest I really can't say much is missing from Zoho CRM. One last thing to add is that there are so many functionalities of Zoho CRM that configuring each to optimize our teams success is difficult. It's important to take advantage of the features that best reflect our companies internal processes.
Zoho CRM is a must for anyone using the rest of the Zoho CRM platform. Again, it acts as a hub with it's tight integrations with other Zoho apps. Making it the one Zoho app that our project users can log in to each day to see emails, tasks, deal status, etc. As an administrator it's vitally important to optimize how we set-up our Zoho CRM to provide the most useful and beneficial info to our users while requiring them to enter the least about of data. This is where the power of Zoho CRM workflows come in.
Hands down, 10 out of 10. I wish my only responsibility within our organization was Zoho CRM administrator so I could do even more with our CRM. Not only is it very functional to serve and meet our business needs, it's fun to use. It's fun configuring new workflows, creating new integrations, and generating important reports to optimize our business process. And the features keep rolling in from the Zoho team. Just as we implement a new feature or workflow internally Zoho will release something new that's even better, and often very relative to our own workflow. It really is fun to use.
The support team is great. And I've emailed in plenty of support questions over the years to back up my answer here. They always respond to our questions in a timely manner and with helpful answers and solutions to our questions. There is also a support community with thousands of questions and answers from other Zoho users that are answered by Zoho's team and our fellow users. They also offer a plethora of help videos and recorded webinars so we can educate ourselves about how to use Zoho products, specifically Zoho CRM.
John Hinson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Zoho CRM is our company's sole keeper of all data regarding leads, deals, contacts, accounts, and other information we collect about people who reach out to our business. It helps us organize and easily filter data to see where leads are in our pipeline, what services our signed clients are receiving, and so much more.
  • Organize data
  • Several filters to allow you to view data in different ways
  • Allows us to manage tasks
  • Calendar integration is buggy
  • RingCentral integration is buggy
  • Social integration is a little lacking
Zoho CRM is great for small businesses looking for an affordable option to manage their leads and prospects. Some of the integrations can be buggy, but that may be the other apps' faults since Zoho is still a relatively small player in the CRM world. Regardless, the options and functionality within CRM is really robust and, when paired with Zoho's other apps, can provide you with a ton of insight.
It isn't perfect as some of the integrations are a little buggy, but overall the UX for CRM is great and an excellent value.
  • Online training
Their support is very quick to respond and are always ready to hop on a screenshare to diagnose and solve problems.
Yes
Everything went well.
Marc Fishman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Zoho CRM is being used primarily by both our operations and sales departments. Operations has access and uses it to store account-related data. Sales uses it to organize leads, contacts, and accounts. Simply put, it's the beating heart of our organization — save only the integral call center software we utilize. We employ a simple adage in our company: If it doesn't exist on Zoho CRM then it doesn't exist at all.

In terms of what problems it solves? It's hard to not dive deep into hyperbole. Because I can truly say: it solves every problem we tackle. We are a business that (sadly) lives on 'speed-to-lead'. As such, we've been able to develop a multi-step automation process that processes inbound leads, passes along crucial marketing and branding information AT THE SAME TIME as we are notifying our business development team to reach out. Because of workflow customizations like this, we can compete with companies twice our size with ease.

Beyond that? Zoho CRM is also integral to automating our sales cycle and processing. We've set to task new account implementation, account status, and account cancellation workflows to move tedious and often mistake-prone work into seamless processes that reduce error and improve our efficiencies.

Simply put? It's a singular solution to keep CCSP competitive and healthy as a company.
  • Custom workflows to automate and notify team members of import data.
  • Customizable forms allow for limitless UI improvement.
  • Integrations with other Zoho applications allow data to be shared.
  • Reporting on demand.
  • Actions/Schedules do come with a bit of a learning curve.
  • Depending on usage and availability, there are pockets of service hiccups.
  • In-Platform emails are not integrated into ZohoMail.
In less than 2 weeks "in" the platform I was able to make a multi-step integrated event-driven marketing program that deployed crucial branding and marketing materials to inbound leads captured at a conference. Capturing a lead deployed customer-facing as well as sales team facing notifications that ensured a seamless process to put new potential customers into the funnel.

Beyond this, the new "Canvas" toolset has allowed me to begin redesigning modules from the ground up. Doing this will increase team efficiencies by several orders of magnitude. At the same time, all of this will not impact captured and necessary data. Data, which through an integration directly to Zoho Analytics, will allow us to create executive dashboards to better communicate team wins and losses.
While it takes a bit of a learning curve to appreciate some of the nuances, Zoho CRM ultimately feels like one of those big red boxes of tools you see in a mechanic's shop. It's a literal plethora of customizable modules that you can shape and reshape into the mold that makes your business run. Every facet (seemingly) can be tweaked with, integrated elsewhere in the platform, and ultimately customized to meet the needs of your business. I tend now not to think "what feature of this software can I use to solve a problem?" but instead think FIRST of the problem I have, and trust within Zoho CRM there exists the tools or programable workflows that can solve the issue.
LARGE CAVEAT: We pay for Zoho's Premium Support on our plan.

Zoho's support staff are responsive, caring, and passionate. When we have a concern or issue, we have (and will continue) to rely on their expertise to see our needs met. Whether it's been tapping our specific technician to assist in custom coding of actions, scripts, or other "bells and whistles," we've always found our needs met — even if at times we've needed to concoct a work-around within the system. Combine this with access specifically to users groups, and organized support-based events. I've never felt 'in the dark' when it came to opening a ticket (so to speak) to get to a solution.
Humayun Farooqi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We are using Zoho CRM to capture all our leads from our website, assist our website visitors through the live channel and provide support to our existing customers through the Desk feature. We organize the Leads in an orderly manner, pursue the hot leads to convert them into deals, and make sure we are not missing any sales channel. Our Customer journey has improved drastically, and we now have more happy customers and very few disgruntled ones. Currently, only the sales and support team are using the software but future plans are to have Zoho implemented all across the organization.
  • Leads capture through forms.
  • Sales and Deals Funnel tracking.
  • Live Chat Feature for website visitors.
  • Ticketing feature for customer issues.
  • Able to build custom apps.
  • Free features need to be increased so that startups are properly able to use the CRM features without worrying about the cost.
  • Easy accessible Demo Videos need to be available with each feature for new users.
  • Reduce the number of apps by consolidating as a new user is suddenly overwhelmed with the large number of apps at different URLs.
If you are able to afford a CRM for all of your users, then Zoho CRM is probably the best in the market. However if your organization or startup is short of money, then I would certainly not recommend it as there are other CRMs available in the market which offer more free features.
The overall user interface is very user friendly. The graphic designing of the website and apps is very eye friendly. The color contrasts are well used. The icons and fonts used are easy readable. The placement of menu items and icons is optimized to enhance user experience. The response time of all apps and links is optimal.
Whenever we are faced with any issue while using the website or apps, the Zoho support team is available 24/7 to respond to our queries in time. The knowledge base and documents are available for understanding any new feature which we have not previously used. Zoho offices are scattered all over the world to cater for different times zones and regions.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Best way in order to connect with the customers and improve the relationship between management as well as customers in order to deliver best experience and interactions with them.Also it helps to connect with the cx from anywhere whether it is from office or from anywhere with the help of this platform.
  • Add single repository
  • It brings sales and marketing
  • Customer support activities together
  • Maintain data and activities
  • Accuracy with the information
  • Support unavailability due to time zone
It is one of the very low cost CRM option available as compared to it's competition.It has several useful integrations with the other product including QuickBooks and google apps.Also the product also has an integrated project module which is quite helpful while doing the integration with the production environment.
It is one of the cost effective platform in order to use it as compared to its competitors also it is one the best way in order to do the integration with the product which is quite useful as compared to any other technologies available in the scenerio also it helps while providing the accessibility with the products.
January 04, 2022

ZOHO CRM is nice

Score 8 out of 10
Vetted Review
Verified User
Review Source
Zoho CRM is being used entirely sales team, which helps in customers' perspective. It has managed daily calls and emails ineffective way to convert the leads. It has really very helped the team to solve the support calls. It has increased the number of leads which helps us for business projects. It provides good professional service.
  • Good Integration.
  • Price.
  • Customization.
  • Support.
  • Navigation.
  • New layout and tools.
It is useful and has good features for being CRM necessary for a business. It allows to track and observe the data related to leads and follow up with them in a timely manner. It also creates specific customized reports. It has made good support for the organized and optimized activities for sales and marketing.
To scale up the business it has provided a good platform to maintain the relationship with the customers, it has made the things to use in an easy and customized way. Navigation can be improved more but the automated report has helped us more. It is too much affordable with price according to our business needs.
Support system can be more enhanced and quickly responsive.
January 04, 2022

Zoho CRM Review

Saurav Saha | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
A great CRM tool for early-stage business. [It has] all the integrations and automations. The lead scoring mechanisms [are] also good. Support could be improved a lot - many times not reachable. But overall easy to use and handles most daily [tasks] and most importantly it's a good value for money- it's very affordable.
  • Welcome email automations for incoming leads via paid ads
  • Monthly newsletter
  • Sales dashboard
  • Advanced customer journey automations
  • Customer support
  • In-built calling feature via third party not up to the mark
Well suited - for early-stage [businesses] looking for an affordable CRM solution with basic to moderate power-packed features and also easy to use. Not suited for - for mid-stage to matured business - since Zoho CRM lacks lacked functionalities like - customer website journey and support is not up to the mark.
Overall a fantastic tool for early-stage startups to begin operations with at affordable pricing. But not suited for late-stage business even with enterprise-grade. We started with Basic Standard - was good keeping the cost in mind, but when moved to enterprise, it was not that great [considering] other options like Hubspot at [a] higher price point with more features.
Max Helmer | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
As the name implies it applies to all our needs for customer relationship management. From marketing automation to client invoicing and books. This system helps by combining all these needs into one platform. It is modular based so some integration is needed between the modules, but it's fairly user-friendly and support is good for the price.
  • Customer relationship management.
  • Marketing automation.
  • Reporting.
  • Invoicing and books.
  • Integrations.
  • Support.
  • New features.
This modular-based ecosystem is a very powerful and flexible choice. It has just about every feature you can ask for and the price is very attractive vs systems with similar features. The modular system has many advantages and makes it fairly easy to add almost limitless features and functionality. The downside to this is that sometimes this makes the modular integration a little clunky and difficult to share data across modules.
It's a little overwhelming at first, but that's to be expected since it's so packed with modules and information.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Currently, I use CRM to develop new Products, enlist them with a price a track all the activities related to the product created, like how many products have been sold and what could be a potential customer from our database for the product. It helps by having a record of how good a specific product is performing and how much it represents in [sales] among the rest.
  • Organizes importan information accordingly.
  • Provides tools for product listing.
  • Allow a proper follow up of the performance a specific product has.
  • Better flexibility to work with the API.
  • Additional options that allow the creation of custom rules.
  • Reporting is very complex and not clear.
Zoho CRM is useful as a good and basic CRM. It has all the main features that are necessary for a CRM to be useful for a business. It has a lot of tools that allow us to track, record, and observe the impact our decisions have on the company. However, Zoho CRM lacks some specific features like the possibility of working with some key elements on the API in order to develop more specific reports. Also, it is very difficult to work with different currencies and convert them to a single one.
The user experience with the UI can be better. While there are some features easy to reach and find, there are others very complicated and not intuitive for the user. The reporting section is one that could improve to provide a better way to create custom reports. The search bar is also complicated, it doesn´t show too clearly the results of a search.
Shivam Shrivastava | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
One of the best platforms together information for the customer information and data related to the specific to the relevant options in order to provide specific scenario as per the requirements also providing the best benefits in order to give the specific position as compared to any other platform it is very simple and secure one.
  • Connections
  • Community
  • Support
  • Data Adaption
  • Shuffling sometimes incorrect
  • Authentication process
It is well suited in order to store or gather information of the customers in order to provide the best experience as much as can. Also, it is one of the best platforms to showcase the behavior of storage also providing sales opportunities in order to get proper support and resolve the issue.
It is very user-friendly as compared to its competitors it is one of the best platforms to showcase benefits for the organization in order to provide the accuracy of the data related to any specific service required by the customers also providing them the best experience from any organization.UI is quite easy to use.
Anuj Nigam | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
We use the Enterprise version of Zoho CRM to build our customer relationships and maximize team productivity. The software is simple to use & evenly loaded with robust features. We are highly impressed by Zoho's AI-powered sales assistant, Zia that provides advanced interpretations, solutions, and predictions for our salespeople. Also, our marketing people are now well-equipped with stellar email marketing tools to simplify their A/B Testing, organize their activity dashboard, optimize analytics and drive better engagement with the current & prospective customers.
  • Easy to use
  • Integration capabilities are superb
  • Alerts/ Notification feature works well to notify the team members.
  • Data management & sharing is simplified.
  • Interface needs to be updated
  • Email delivery often bounces
  • Downloading/ Uploading data is difficult
  • Tracking the progress of leads is tricky
Zoho CRM works incredibly well for small to middle-sized businesses. It has substantially helped us to optimize our sales funnels with targeted pipeline management and workflow automation. Also, we are able to streamline our marketing campaigns with the AI-powered conversational assistant, campaign management & client tracking tools. The email builder allows us to drag & drop the elements, themes, text and create unique & and relevant mailers in a professional style.
We have been using Zoho CRM and the entire Zoho One Suite for scaling up our business & managing relationships with our customers. Zoho CRM offers us the ease of doing things and we are quite satisfied with its performance so far. The CRM offers API integration opportunities which are key to automating a lot of important tasks and even the development of new content. It is much more economical & affordable as compared to the other existing CRMs in the market. Also, it can be well-customized to suit your business needs.
Aadeeb Siddiqui | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Zoho CRM is one of the economical & feature-rich solutions for 360º customer relationship lifecycle management, preferably in a mid-scale business enterprise like ours. Sales automation & email marketing is no more task now. Zoho CRM allows us to run multiple campaigns, automate the workflows and streamline the lead nurturing/ scoring process. With a simple design & user-friendly interface, Zoho is much easier to implement. Also, it enables us to customize tools, design our analytics dashboard and give a significant boost to our productivity.
  • We can automate the workflows
  • Customization of tools is possible
  • Data management is easier
  • Integrates well with other Google/ Zoho apps
  • Customer support could be better
  • Interface needs to be upgraded
  • Editing & customizing the email templates is arduous
  • Limited set of custom fields.
Zoho is one of the most preferred CRM solutions for small to mid-size business enterprises. It offers a stellar feature set, gamification modules & powerful email marketing tools at the most competitive prices in the market. Zoho CRM works incredibly well in Performance management. It provides us with a rich database to make informed decisions, accurate forecasts while regularly following up with customers. Also, Zoho CRM is outstanding in integration with the other apps & gives us the ability to create custom fields and objects for better sales management.
Zoho is one of the best CRM solutions to automate tasks, accelerate sales & make smarter decisions for our business. We are extensively using it to manage relationships with our prospects, clients, suppliers, and partners. The installation & setup of Zoho is simple and straightforward. Also, the user interface is easy and does not require any external support to get the hang of this software. We can effortlessly automate entries of time-consuming data, check the status of leads in the pipeline, prioritize them by assigning scores and initiate omnichannel interaction with our customers.
Salman Saeed | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Since we are a retail company, mostly we have walk-in customers but some of our customers are regular ones! So in order to keep them updated with new promotions, products, discount offers we are using Zoho CRM. Earlier we were MS Excel Spreadsheets for this purpose but with the help of Zoho CRM, we are able to manage professionally.
  • Manage Contacts at one place
  • I am able to create tasks for my day to day work
  • One of the good feature is to record details of each contact under one umbrella
  • Zoho CRM somehow must merge Zoho Campaigns and Zoho CRM so that communication is seamless
  • Zoho must introduce categories for tasks to be added to contacts
Zoho CRM is well suited for small-sized entities mostly as the workload/ data is not that much. Bigger organizations can use it if they can hire professionals for advanced customizations so that they can use Zoho CRM more effectively. Zoho CRM is less appropriate for grocery stores and small retail stores
The overall usability of Zoho CRM is very user-friendly, you just need enough time to understand the map of the application and its interface. Once you are done with the interface then you are deep inside the world of ease and convenience. The interface keeps the user focused on the goals to achieve
Cristina Nelson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Zoho is implemented in all sectors of our business, being a sales company our main purpose is to ensure that our customers are well assisted and consequently get the satisfaction of these through each sales process. The CRM system brings us closer to a much more personal relationship with each person who comes to know or buy our products, to solve their doubts or problems quickly. Zoho CRM gives us a fully automated system to monitor general and specific sales, and have a thorough control of every detail of sales. Thanks to the fact that we can import our Outlook contacts, we can be in sync most of the time, and thus keep an updated customer list. It helps us with the organization because it shows a history in an excellent database of all my sales, saving us time and money, since the work is done in a much more automated way and we avoid all the manual work, registering everything on the network which allows us to see everything in real time. I like that Zoho offers other parallel products that can be integrated to complement a better job, and improve customer service management and sales tracking. It is a highly accessible tool, the cost is just right and the level of customization of functionality is quite high. Our name as a company stood out much more once we started to better manage our sales and found an excellent response from each of our customers. This was a point in our favor since the relationship with our business partners improved and consequently the ROI as well.
  • It provides an excellent database, where it is possible to perfectly manage and track all sales, in a general or quite specific way, which also helps us with the work organization thanks to the real-time synchronization and allows us to visualize everything always up to date.
  • Import of customer contacts with Outlook, plus an excellent synchronization with MS Outlook to share among colleagues the conversation with customers and that everyone is aware of the status that was agreed with each customer. As well as a space to schedule appointments and make notes if necessary.
  • An important point is how easy it is to use Zoho CRM and its tools in parallel, once they are synchronized together it enhances the way of working, plus the customer service offers excellent documentation and is a vital guide to make the best use of each of the tools.
  • The biggest problem is having so many functions that may play against you, as it makes the interface too dense and I feel that by not being focused on making the project as functional as possible, I have found tools that still have bugs to improve.
  • Although the customer support provides enough documentation to learn how to use Zoho CRM correctly, I have presented errors with some tools, which was no longer my fault but the software itself, and the customer service took a long time to process my problem and even longer to solve it.
  • The emails sent to our customers from Zoho is not accurate, we noticed that it does not reach their main messaging and this has been a really difficult problem to handle. It is not convenient for our customers to not be able to view our message once they enter their email.
It has an excellent database, both to make an excellent follow-up to each of our sales and keep total control of the commercial movement, as well as bring us a little closer to professionally improve the relationship with our customers, that the treatment is always warm and that each of them can feel comfortable with our products and services, this is undoubtedly its best point as software. In conjunction with this, it can be overwhelming so many functions, focus only on learning to use only what you need, if you have any error with any function you should be aware that customer support may take time to give you an accurate solution. Otherwise Zoho CRM is an excellent choice for marketing management and to boost sales, it helps to put an important focus on the excellent service you can offer.
Its functionality has been quite good, together with its automation it completes excellently all my work. All areas of the company are comfortable with all the tools and it proves to be a very reliable help in managing sales and enhancing the work of marketing. It meets all our expectations and we would certainly continue to use it to enhance our daily work. It has been a guide and a channel to perfect our skills and reach our goal of offering a better service.
The customer support is not the most efficient, although as a main source it offers enough information to be able to use the tools and perfect their use. The team of technicians in charge of solving the problems is not entirely attentive, they take too long to respond, according to my experience was not very polite, the solution was not very accurate, after a long time is that they could offer an answer to my problem. But this inefficiency brings to my work too much delay and instead of doing me good, it hinders and hinders my work. Now I know that when I have any kind of problem, I must be aware that the solution will not be immediate.
Sitanshu Mehrotra | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
I use Zoho CRM as part of my Zoho One plan. That's an integrated suite that couples the CRM with other online SaaS' by Zoho like Zoho SalesIQ, Zoho Campaigns, etc.
And still, ZOHO CRM independently is the most dependable tool in the suite.
We, at WisdomTree Solutions, use it to:
  • Create and manage leads, track follow-up, and subsequent conversion of leads to contacts. In addition, the tool is really great to create funnels and workflows around these leads.
  • Zoho CRM - The professional edition also offers the capability to send 1000 emails per day, which means you can create lead-specific email campaigns and run them without using Zoho campaigns.
  • Contact/Vendor Management: Another feature that we use is to manage vendors in the CRM as well, it's one of the features that's missing from some of the other CRMs in the market.
  • The integration is smooth and reliable and using the feature we generate leads through forms built using Zoho through our websites or other online channels. The data management is seamless, and we have never missed capturing the required details.
  • Capability to create and manage leads, track follow-up, and subsequent conversion of leads to contacts using tailored funnels, and macros.
  • We run and mange lead-specific email campaigns through the CRM without using Zoho campaigns(a different Zoho product).
  • The integration is smooth and reliable. Zoho CRM can be integrated with the website, socials channels, and other Zoho and independent SaaS apps.
  • The data management is seamless, utmost reliable.
  • Zoho has a brilliantly integrated gamification solution in the CRM now, and it's really great to manage and motivate the team through the portal.
  • Can work on uptime support, the current support acts slow at times.
  • Modular UI but the current UI is also clean, smooth and easy to traverse.
  • It provides all the feature that one can look for, in fact more than that. Nothing major that's missing.
Zoho CRM is definitely best suited for single-person led organizations or small-to-medium scale organizations. It solves all the CRM needs, and it is really capable to maintain a healthy customer-relationship pipeline.

The integration possibilities are brilliant and seemingly endless.

My recommendation would be to opt for complete Zoho One as it caters to all the business needs, from creating landing pages, to support desk, managing books, and much more.
As a Small Business owner, Zoho CRM offers all the tools and solutions required to maintain a lead effectively. It is a great combination of manual plus automation. It delivers reliable results.

Zoho CRM is true value for money, and it is on the right path; will soon be at par with Salesforce or even better.
The support is great and knowledgeable. All my support-related questions have been answered and always sorted out. However, they are exceptionally slow to take up the tickets. I've had instances when a single ticket has been dragged on for weeks.

Zoho really needs to work on faster responses, with a really interactive support structure that's available when the customer needs it the most.
Max Pollak | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source
We used Zoho CRM to manage our database for ourselves and our clients. It was used by our sales team and to some extent our marketing team. We were able to add information and track certain information. It allowed our sales team to monitor the statuses of users and prospects. We linked it with SalesIQ and Zoho Forms so we were able to then track form submissions and user behavior as well which we were able to use on our calls with prospects and existing customers.
  • Maintain customer data/information.
  • Provide a timeline of activity within the profile.
  • [In my experience] their support is awful.
  • [I think] the interface is outdated and hard to use.
  • [I think] their pricing is WAY overpriced.
  • What is included or expected from a CRM costs extra for Zoho, and Zoho is already much more expensive than other tools.
Zoho CRM is not well suited for any company in my opinion. There are much better tools out there that cost a fraction of the cost, have much better support, implementation, and nearly everything else. I guess if this is your first CRM, then it's not awful since you have no expectations or anything to judge against.
While you were able to use the tool, it wasn't easy. [I think] they made the interface outdated and clunky. There were a lot of extra things that were unnecessary. They also make it take several steps in order to actually get to where you want to go. Instead of making things easy to find, they hide them under settings. Like Workflow and Automations, for example. Something you'd want easy access to, you have to go hunting for.
Their live chat was OK. They often just did the work themselves since they know what they were doing and how to use the system. Instead of walking us through how to do things they just did them for us, partially because it was probably easier for them to just do it and not teach us, but also because it's impossible to do on your own. Getting a hold of anyone NOT via live chat was impossible.