Zoho CRM Reviews

449 Ratings
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Reviews (1-25 of 71)

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December 15, 2020
Anonymous | TrustRadius Reviewer
Score 8 out of 10
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We implemented Zoho CRM for a couple of our marketing and manufacturing clients, which use it across all departments. Zoho CRM implementation was straightforward and easy to adapt. The user interface was nice and neat, so our customers love using it and they can start using it from day one. More importantly it has great features like custom fields and modules so we can change or customize the CRM modules to meet business needs. And it has great API for every module to share data with other systems. Generating reports and analytics was made so easy with the user interface.
  • API integration
  • Custom modules
  • User interface and design
  • Reporting and analytics
  • Powerful email marketing tools
  • API limits for Zoho one customers
  • Zoho mail
  • Zoho cliq
Having been a Zoho CRM customer from last four years, I strongly recommend using Zoho CRM for customers, especially for small to medium-sized clients who are looking for lead generation, email marketing, reporting, and analytics. Zoho CRM can easily integrated with other Zoho products like Zoho docs, cliq, mail, and many more. In my opinion, its not highly recommended when you're dealing with huge data--especially when you're importing from or migrating to another CRM/tool with huge data, Zoho CRM has limitations on how use API.
This is one area the Zoho CRM team must improve. There is some delay from support, and every time and I had to exchange multiple emails to solve the issues. For example, we're doing data import as a backend job and all of a sudden, scripts started failing due to API limitations and we did not know that until we investigated, and we had to exchange multiple emails to get that done. I wish they had a better support system overall.
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June 21, 2020
Thomas Slamaris | TrustRadius Reviewer
Score 10 out of 10
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We use Zoho CRM for all communications with potential, current clients, and all contacts. It is used by all the people and departments of our business with easiness since it's accessible wherever we are and even through the mobile apps. We had to deal in the past with different software to monitor our communications. We used a lot of different software to do email marketing, surveys, etc., and we didn't have a 360-degree image for our clientele. Now, everything is unified and we can do more professional relationships.
  • It is a complete platform for anything we can think of.
  • It is very affordable and we save a lot of money and effort.
  • It offers new ideas for Marketing and Sales even for very small businesses.
  • We can have easily and fast the whole image wherever we are.
  • We serve our clients and respond, instantly impressing them.
  • Really it's hard to find something since they are always a step ahead. Maybe a better functionality for the locating features in the mobile app.
For simple freelancers who do not want to invest time to customize it, it is a little bit tricky. However, if they can find a consultant it will be easier to customize it to their needs. In any case, any CRM solution has to be customized to some extent. For small businesses (2-10 people) and for bigger companies, it is excellent and at an unbeatable price.
Read Thomas Slamaris's full review
March 07, 2020
Prashant Choudhary | TrustRadius Reviewer
Score 10 out of 10
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Zoho CRM is used across my entire firm. We have the entire sales process within it, including leads, meetings, PO's and client accounts. All is managed via Zoho only and it provides ease of access to all data to everyone in the firm, we have it integrated with other software like FAST, Seller, and Vinculum to increase its cross-functionality.
  • Management of client accounts, new business leads, and old client meetings all in one place.
  • Ease of conversion from a lead to an account.
  • Ease of management and keeping track of deadlines and due dates.
  • Ease of integration with other software.
  • Accessibility of read-only data to almost every user.
  • Ease of analytics.
  • Sometimes there are bugs in entering the data.
  • An upper limit on modules listed on the webpage should be increased.
  • Would be nice if it logged out after a period of no activity.
Zoho CRM is well suited for sales professionals in any firm. It saves a lot of hassle and provides ease of access, time management and helps in keeping track of the entire sales team. It helps in analytics of a singular user as well as a team, but there are scenarios where certain duplicate accounts are created for clients when working over various locations, and it should have some account integration modules for duplicate accounts.
Read Prashant Choudhary's full review
May 21, 2020
Aslam Sayyed | TrustRadius Reviewer
Score 8 out of 10
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Zoho CRM is a web-based customer relationship management, a software solution designed to manage sales, marketing, contacts, customer support, and other business solutions. It is a cloud product, and in my organization it acts as a single repository to bring our sales, marketing and customer support activities together, streamline our process, policies, and people in one platform. Its help in data management, connecting with customers and prospects, personalizing marketing efforts, brings teams together. It's a B2B and B2C solution.
  • It helps in data managment.
  • It helps in bringing the team together..
  • It is a B2B and B2C solution for the organization.
  • Required still more of customization to start.
  • They need to fix their support issues.
  • Social module doesn't allow for multiple Twitter, Facebook, etc. It must be enhanced with more features.
Zoho CRM helps in data management, bringing the team onto one platform, managing the team. It is a very powerful B2B and B2C solution. In my organization, we use Zoho CRM, but one thing I'd like to mention is that the email review process can still be painfully slow at times, which is tough when you have urgent email to send.
Read Aslam Sayyed's full review
March 04, 2020
Anonymous | TrustRadius Reviewer
Score 1 out of 10
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Zoho CRM is a potentially great tool. The integrations with their other products promise a robust and varied feature set. The problem is due to their lack of support and apparent testing of their products. We have had multiple issues with the synchronization of data between modules and broken features in the mobile and web applications. The app will work properly and when you contact support they treat you as if you modified or disabled all of the options related to the broken feature (no settings were changed). Support will also take days to get back to you and when you are running a business this is not acceptable.

Please don't purchase this or any product from Zoho Corp.
  • Promise of robust feature set
  • Web applications
  • Mobile applications
  • Technical support is the worst of any company I have ever encountered
  • Their product suites are very buggy
As this product and support is currently setup, it is not appropriate for any business.
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September 21, 2019
Adam Montgomery | TrustRadius Reviewer
Score 9 out of 10
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Zoho CRM is used across our entire organization, with our sales department using the software most frequently. Zoho CRM acts a database for all of our leads, contacts, and clients. We use the software to ensure that our sales staff, engineers, and consultants all have visibility on where clients are in the sales process and the what the latest communication with current and prospective clients has been. We also use it to track our sales pipeline.
  • Zoho CRM has an incredible amount of features, from tagging contacts to social media integration (LinkedIn, Facebook, etc) and email capabilities.
  • Zoho CRM is very customizable. The entire look and feel of each page and account can be customized to fit your organization's needs.
  • Zoho CRM is just one of the products offered under Zoho's suite of software products. It easily integrates with other enterprise software like Zoho Project Management and Zoho email.
  • Zoho CRM customer service is responsive but when dealing with a specific issue, it can be time consuming and cumbersome to schedule a call to review the issue. Oftentimes while waiting, I spend a lot of time searching for answers on 'how to' videos and FAQs, but searching for answers this way can be frustrating.
  • While all of the functions and features are great, new users can find Zoho CRM a little overwhelming. It takes a while to fully grasp all of Zoho CRM's capabilities.
  • Zoho has other software products but it can be challenging to know when it would be useful to turn to their other products. For example, Zoho CRM has emailing functions but there is also Zoho Emails, which is a separate product.
Zoho CRM is a great CRM for organizations of all sizes. It's best used as a tool to organize and communicate with clients and prospective clients. Our sales staff uses it on a daily basis to continuously keep notes on their communication with clients during the sales process.

At times, it feels like Zoho CRM is trying to offer too much and it can be overwhelming if trying to use all features and capabilities. It's better to focus on a handful of features and get your organization using those features on a consistent basis than trying to incorporate everything that Zoho can do.
Read Adam Montgomery's full review
September 24, 2019
Nicolas Bedard | TrustRadius Reviewer
Score 6 out of 10
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We currently use Zoho CRM as our main point of contact. We create accounts, leads, convert leads, etc. to keep track of our client base for our employees.
  • Multi-Functional platform.
  • Ability to create and manage macros.
  • "Bulk" updates of contacts.
  • Support could use some improvement, waited a day for something that needed to be ASAP.
  • Leads not updating funnel correctly.
  • Franchises not appearing when typed, need to manually search and select.
  • Difficulty managing dashboards at times.
I don't see a time where the CRM wouldn't be functional. It is dependent on what the company needs it for, but I believe it's good for everything. You have the ability to chat, create personalized dashboards for different departments, see the history of a lead. I believe it's quite suited to our cause.
Read Nicolas Bedard's full review
September 17, 2019
Oral Tosun | TrustRadius Reviewer
Score 8 out of 10
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Since we are a small online 3d printing service Zoho CRM is used only by me. I'm the founder and the only employee of my company. I use Zoho CRM for collecting my customers' data. Its Gmail extension helps me select between customer and non-customer emails. Zoho CRM collects detailed information about the customer. But customers' emails, contact details and social media accounts are just fine for me. I'm not using all the other info sections of the app. I could easily send bulk emails or info messages to my customers with the help of Zoho CRM.
  • Its Gmail extension makes things easier. No need to open the Zoho CRM app.
  • The grouping customers feature helps me communicate with my customers in the right way.
  • It gives a detailed database of your customers at a glance. This is so important for a company, as well as for a newly established company.
  • You could easily store your customers' social media account data in Zoho CRM. But it allows storing only Facebook and Twitter accounts. No other social media accounts can be stored.
  • You could re-arrange customer data fields in Zoho CRM. But there's no chance to arrange the data within the fields. For example I use only one customer address data per customer. No need for blank address lines. If I could remove the blank lines, then the Zoho CRM interface would be more clean for me.
  • It has a very formal user interface. Nothing fancy in it. Being able to select different colors and fonts might be more suitable.
Since you can use it for free, Zoho CRM fits both small and large company profiles. You can use it on mobile or desktop devices. Zoho CRM's multiplatform apps work well. You can add new customers via your smartphone. Reaching customers via email has fierce competitors such as Aweber and Mailchimp. Thus it is better to use these fancy apps for sending emails rather than ZohoCRM.
Read Oral Tosun's full review
September 06, 2019
Amy Gray | TrustRadius Reviewer
Score 10 out of 10
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Zoho CRM is used here at the head office by every employee and all of our franchisees across Canada use it as well. All of our data from sellers/buyers are store in Zoho. It is used for multiple reasons such as booking appointments for a franchisee, sending out important emails to our sellers and tracking sales.
  • Zoho is very user-friendly and straightforward. The layout is very neat when inputting a clients information.
  • Stats are also very well kept and up to date.
  • We book a lot of appointments via Zoho that are supposed to automatically go in our franchisee's google calendar. Sometimes it works, sometimes it doesn't. I'm unsure if this is on Zoho's behalf or Google but it can be a real nuisance.
I've worked at a lot of contact centers and Zoho is one of the most user-friendly. Instead of having multiple platforms, Zoho pretty much puts it all in one.
Read Amy Gray's full review
December 30, 2019
Tanish Pruthi | TrustRadius Reviewer
Score 7 out of 10
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We use Zoho CRM mostly to create Potentials/Opportunities. I used to work on the marketing team and used to use it daily. Now I use it on a weekly basis because of my current role. In Marketing, it is integrated with HubSpot. As soon as a lead is pre-qualified on HubSpot, within minutes the lead arrives in Zoho. We then use Zoho to create a potential, which is then consulted by other teams while working on the project. The potential making process is quite easy and straight to the point. The fact that you can add custom data fields that are required to fill in while making new potentials makes data analysis easy.
  • I adore the reports feature. I set up a report which contained the new potentials that were created within that week. It would periodically go to all the stakeholders in the organization.
  • The Dashboard feature is quite amazing. I use it to do various kinds of data analysis. I have created a dashboard where I am able to see the number of potentials that are created from each marketing channel-SEO, AdWords, etc.
  • I really wish they change the interface of the platform. The interface is quite lifeless and it can sometimes become very unmotivating to work on it.
  • Sometimes, the integration with HubSpot doesn't work efficiently. It can take hours before a pre-qualified HubSpot lead appears on Zoho.
Zoho really becomes useful when we use it to analyze how the marketing department is doing as a whole. We also use it to calculate the ROI of various marking channels. We use data like the number of pre-qualified leads, potentials and closed deals. Downloading the data out of Zoho to do offline analysis is quite easy. We compare the amount that was spent on marketing and closed deals to draw conclusions.
Read Tanish Pruthi's full review
July 31, 2019
Dinesh Srinivasan | TrustRadius Reviewer
Score 7 out of 10
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Our team was facing hard time managing between software, workflow, sales and poor collaboration between teams. Zoho is a powerful CRM tool that generates complex workflows, automated & custom solutions and supports complex integrations. It has helped us in better team collaboration and dedicating our time majorly on leads and closure.
  • Effective CRM that helps in scrutinizing commercials with customers.
  • Better report management assist in streamlining trading process with suppliers.
  • Easy integration with social media and other networking tools and third party software.
  • Robust, easy to handle and scalable platform for effective customer relationship.
  • It is cloud based hence can improve a bit on data security.
  • Working offline is a slight trouble.
  • For the new users it is essential to have tutorials that can guide on how to use the CRM modules.
Amazing connectivity with Zoho apps and integration with G-suite apps works extremely well.
Read Dinesh Srinivasan's full review
October 21, 2019
Jesus Chacon | TrustRadius Reviewer
Score 10 out of 10
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Verified User
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It is being used by the sales department as a data center contact tool with active and potential customers, and through it the analysts can interact with their database that is very complete intuitive to see the statistical reports about the customers they frequent and program better communication flows and convert those contacts into sales.
  • It has a very intuitive interface that is easy to use even if it is first wing.
  • It has great ability to work with social media integrate very well.
  • The modules or tools to send emails by email is great allows us to carry out successful campaigns.
  • It facilitates the workflow we manage to connect with customers and improve sales.
  • Some important options require many steps to find them.
  • Integration with gmail is not easy.
It is ideal to maintain a flow of communication with customers and not improvise, allows us to always have an updated database with an excellent sales mapping.
Read Jesus Chacon's full review
September 06, 2019
Drew Shaffer | TrustRadius Reviewer
Score 9 out of 10
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Here at PropertyGuys we use Zoho CRM to store our clients' information and activity. Zoho is great to track interactions; every call we make gets put in Zoho with detailed notes of what was said. It's a great way to pass along a clients' contact because you will have all their information and a good idea of what they discussed with us in the past.
  • Activities/Tasks
  • Logging Calls
  • Keeping Track of Client Information
  • Email Macros
  • The Dashboard
  • License Errors
The platform looks very clean and is easy to use. With minor issues that are easy to see past, I wouldn't have any problem recommending Zoho CRM to a colleague.
Read Drew Shaffer's full review
June 20, 2019
Michael Brennan | TrustRadius Reviewer
Score 9 out of 10
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We have chosen Zoho CRM as our one-stop shop for our business needs. We are able to customize every aspect of our workflow thanks to its different modules. Despite its low price tag, Zoho CRM is a robust, evolved tool, ready for deployment in any business that values the ability to keep track over its sales or client outreach pipeline.
The tool includes all the parts for keeping our processes under control, so no resources are wasted with duplicate or inefficient tasks.

  • The mobile app is amazing for managing things on the go.
  • Email marketing module with mass emails capability.
  • Customization -- the tool is extremely easy to customize, even for a non-technical person.
  • Lead management functionality.
  • Reminders -- they need to have more options, e.g. 1 week/2 weeks from now or every 10 days.
  • A quick option for adding custom made reports, preferably by links in the dashboard for easy access.
  • Integrating with other tools (even within the Zoho ecosystem) is complicated.
Zoho CRM is a robust yet simple enough product that is immediately ready to improve the sales processes of any company -- both startups and established organizations are able to optimize their bottom line with Zoho CRM. The product is (despite its favorable price compared to its competitors) powerful enough to create complex automations, custom workflows, and comprehensive reports.
The product is not suited for really small enterprises where it would not make sense to go through all the planning necessary for the implementation.
Read Michael Brennan's full review
February 15, 2019
Andrew McClean | TrustRadius Reviewer
Score 8 out of 10
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This software is used for Outreach and Growth teams. We used it to enter new leads, add them to specific marketing campaigns, create tasks and work our pipelines in order to schedule new patients to our health facility. It is used by two departments - Outreach, and managed care growth. The main business problem it addressed was tracking effectiveness of various community marketing events, as well as helping our outreach associates organize pipeline management and optimize call times.
  • The reports and filters are very user friendly and intuitive.
  • Very trustworthy - never had any issues about data integrity.
  • Easy to navigate - never had any issues finding what I needed.
  • Sometimes when using different Wi-Fi's, information did not save
  • Uses a lot of clicks - sometimes takes too many clicks and opening new windows
  • We were not able to have it synced up with our scheduling software, Greenway - making it more difficult to transfer information from the two programs we utilize
Well suited for basic sales and pipeline management. Not appropriate if those leads or prospects need to be transferred into other organizations or companies. Good to use on more individualized sales teams, but not particularly great when it comes to collaborations. Limited tagging and chatting options for collaborative sales.
If you are planning to work a pipeline to generate sales and are not in need of a great deal of communication between employees, this will be great for you.
Read Andrew McClean's full review
June 11, 2019
Anonymous | TrustRadius Reviewer
Score 9 out of 10
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Zoho is currently being utilized for tracking the sales across different market segments of TurboHire. We start with the customer tracking at the prospect stage to qualified lead to engaged customer and down the funnel till conversion leads to closure. Zoho has been a good product to track the leads for large enterprises involving multiple stakeholders and have been extremely useful in the mid-sized segments that our products cater to. Zoho has been very effective in converting our spreadsheet approach of Sales to a very structured approach of sales tracking, reminders and communication. The problems that we faced in Excel of logging the entire cycle of sales is being solved very well by Zoho.
  • Effective workflow for sales mapping.
  • Good lead tracking and contacts mechanism in the platform.
  • Meaningful collaboration features to get things done in teams.
  • Customer support has been very sluggish, it could partially be for us given we are a small customer.
  • The multiple pricing tiers make it very difficult to estimate and budget for and many good functionalities, which are basic for our needs, are premium products.
Zoho CRM is very comprehensive in meeting its customer management needs. The software organizes information about their contacts for better lead generation. The entire program can be very easily customizable. Effective sales funnel and tracking, meaningful collaboration, rigor lead tracking, and the contacts mechanism are some of the features we use often.
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August 14, 2018
Ashley Gennett | TrustRadius Reviewer
Score 10 out of 10
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Zoho is being used across the entire company to handle all customer records, leads, sales, etc. With our old CRM system, we found it was a pain to constantly update, and it wasn't very user friendly... Zoho has changed that issue. It makes it possible for us to have the most up to date information at all times. The business problems we are solving is just having an accurate database across all contacts. We have realized a lot of people are no longer with organizations, or addresses have changed, and it has made gathering everything much simpler.
  • Links all companies to their Parent Companies, which for our industry, is a big deal.
  • We like how we can customize any report, field, smart rule, dashboard, etc.
  • It is extremely simple to export any information we need.
  • I do wish it was a bit "smarter" that it could sense duplicate entries and simply update fields when it recognizes a dupe.
  • I wish it had an easier integration with our marketing platform, HubSpot.
  • I wish there was a way to mass update information, via spreadsheet upload, WITHOUT having the Zoho ID.
Zoho is great for anyone who has to handle a customer database -- large or small. With the customizable views, reports, dashboards, you can be sure that you are getting everything you need from the software. The ability to add customizable modules is also extremely helpful. As for less appropriate scenarios, I truly don't have any. Being a portfolio of companies, we use this across the board... our companies range from large to small, and it's been great for all of them!
Read Ashley Gennett's full review
July 31, 2018
Sarah Lohsl | TrustRadius Reviewer
Score 10 out of 10
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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.
  • 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.
  • 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!
Read Sarah Lohsl's full review
September 19, 2018
Yemsi Pino | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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I use the software in our organization to receive the requirements for any product we need to deliver. We receive all the information and send a ticket and mail with a code with the requirements and time for the process and delivery the pre publish product. We also spec some notes for the product and we can deliver the final product. The usual problems are cartographic maps with theme develops information. And the department is Territorial Planning.
  • The connection with customers and their requirements
  • The follow up of any request from our customers
  • The mails and observations from our customers about our work
  • The final confirmation of deliver of product and feedback
  • Sometimes has a double report from the same email
  • The setup of the software has some complicated issues at implementation phase
  • Mails are followed up once, I don't know if is part of the implementation phase
Zoho CRM is well suited to follow up the requirements from the customers and some of the observations. Also, following up all the customer's requirements and the time to deliver the first product for customer's notes. When the observations are too large, the time for attending tickets are not adjusted for this amount of work and we need some extra time, for this items the software is less appropriate.
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August 08, 2018
Tolga Özgentürk | TrustRadius Reviewer
Score 8 out of 10
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Verified User
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Zoho is being used to monitor incoming traffic into our website. It allows us to monitor the actions of the site visitors and engage to them based on their needs. Live monitoring of prospect engagement results into increased sales oppurtunities and therefore we're pleased as a company to be using such a vital tool. Prior to using Zoho Sales IQ we had no control over our visitors until they decided to make a purchasing decision.
  • Accurate tracking of customer interaction
  • Great feedback on customer involvement and ability to engage
  • Successful chat feature that is highly appreciated by customers
  • Outdated interface. Chat bubble seems like an offline support feature
  • Distracting notification settings. Too noisy
  • Web-model panel for customer monitoring is poorly designed
Zoho Sales IQ is a great tool to have for a SaaS product. Improved our customer engagement levels and feedback results. I'd highly recommend it to colleagues in the same industries. It allowed us to improve our sales metrics significantly. We now have a sales team dedicated to monitor Sales IQ and we're highly satisfied.
Read Tolga Özgentürk's full review
August 08, 2018
Ismail Egilmez | TrustRadius Reviewer
Score 9 out of 10
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Verified User
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Zoho CRM is used in our sales department. We use it to reach out to those who visit our website. It's helpful to see where the visitor is from and it's nice to be able to send them messages. By using Zoho we are now able to get in touch with website visitors and create potential business for inbound.
  • The ability to send messages to the website visitors.
  • The ability to see for how long they are visiting your website.
  • The ability to see the IP address to determine which country the visitor is from.
  • The ability to see which page of your website the visitor is looking at.
  • It'd be nice to have a good reporting feature.
  • It'd be nice to display as a live chat when we reach out to the visitor. Maybe it should show our picture in the chat bubble.
  • It'd be nice to have semi-automation on sending messages to the visitors.
A specific scenario might be if you are a software company and selling your subscription-based software, you most likely need prospects coming into your radar. Other than creating the business from outbound sales, you have to create inbound sales to feed your sales. Zoho helps you to generate business for your inbound part. It's really helpful to catch hold of people at the very first step.
Read Ismail Egilmez's full review
March 16, 2018
Scott French | TrustRadius Reviewer
Score 10 out of 10
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Verified User
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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.
Read Scott French's full review
August 09, 2018
Dominic Johnson | TrustRadius Reviewer
Score 10 out of 10
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Verified User
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We switched to Zoho CRM from Salesforce at the beginning of the 2018 year. It's used track both prospects, clients, sales, referrals, etc. It's used by Sales, Billing, and Account Management. It helps with tracking and analytics for our Sales. It automates some processes such email campaigns and custom templates.
  • I think the stages of an opportunity are done particularly well. The user interface in one location for stages is useful.
  • It tracks opportunities and leads in a quick easy to use manner.
  • Mass update is an incredibly useful feature.
  • Templates are lacking in customization.
  • Lack of stage automation.
  • When one creates a new task under the opportunity/lead it always brings you to the top of the page. This is very annoying if you want to add more than one item.
I believe it is wonderful for tracking sales and accounting data. I don't find it as useful for marketing. Campaigns and templates need a lot of improvement. It should also have some sort of social media interaction. The ability to post to multiple sites would be incredibly helpful. I feel it should also integrate directly with LinkedIn.
Read Dominic Johnson's full review
August 08, 2018
Said Sadi Eren | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Hello, we are using Zoho in our Sales and Marketing departments heavily. It makes it easier to reach out to prospects and get details from them. By SalesIQ, we are able to talk to people online on the website. Also, we are able to differentiate between customers and non customers. That way, we are able to direct customers to customer success and talk to others about more business.
  • Identify non customers on the website.
  • Filter people based on various points.
  • Being up 24/7
  • The sound of notifications.
  • Sometimes getting stuck.
  • Differentiating more
It's useful and helpful, dont know about other providers but this makes sense
Read Said Sadi Eren's full review
August 07, 2018
Kemal Ertas | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Zoho for the sales department. The main use case is to separate Intercom product support requests from website visits. We make sure to engage with certain potential website visits. Since we can also see what page they are looking at, we can customise the message to capture the visitor's attention.
  • Timing of website visits
  • Duration of website visits
  • Information collection for leads
  • UI could be cleaner
  • Better notifications
  • Better support
Zoho is not appropriate for support management and ticket creation. People who think that this is an alternative to Intercom or Zendesk should think twice. It is better used for engaging website visitors at the right time with the right context. It has generated a sizeable amount of pipeline for the team.
Read Kemal Ertas's full review

Feature Scorecard Summary

Customer data management / contact management (51)
Workflow management (48)
Territory management (36)
Opportunity management (46)
Integration with email client (e.g., Outlook or Gmail) (43)
Contract management (34)
Quote & order management (39)
Interaction tracking (48)
Channel / partner relationship management (34)
Case management (38)
Call center management (34)
Help desk management (36)
Lead management (49)
Email marketing (40)
Task management (44)
Billing and invoicing management (35)
Reporting (36)
Forecasting (42)
Pipeline visualization (43)
Customizable reports (45)
Custom fields (47)
Custom objects (38)
Scripting environment (33)
API for custom integration (35)
Single sign-on capability (40)
Role-based user permissions (42)
Social data (37)
Social engagement (38)
Marketing automation (38)
Compensation management (30)
Mobile access (37)

What is Zoho CRM?

Zoho CRM is designed to empower organizations with a complete customer relationship lifecycle management solution for managing organization-wide sales, marketing, customer support & service and inventory management in a single business system.

According to the vendor, Zoho CRM's sales force automation solution helps users track leads, prospects, business opportunities and close more deals in less time. Additionally, the vendor says users can effectively use the existing customer data for future up-selling and cross-selling opportunities.

With Zoho CRM marketing automation, users can plan marketing activities with the goal of improving the quality of the lead generation process. Additionally, users can measure the performance and effectiveness (ROI) of campaigns.

Zoho CRM's Cases and Solutions functionality empowers users to streamline the organization-wide customer support process, so they can enable a better integration between sales and customer support processes in a single system.

Zoho CRM Inventory Management aims to help users achieve seamless integration between pre-sales and post-sales activities in a single application. In addition, users can also track procurement of goods or services from a preferred list of vendors.

Zoho CRM Features

Sales Force Automation Features

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management

Customer Service & Support Features

Has featureCase management
Has featureCall center management
Has featureHelp desk management

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureBilling and invoicing management
Has featureReporting

CRM Reporting & Analytics Features

Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Social CRM Features

Has featureSocial data
Has featureSocial engagement

Integrations with 3rd-party Software Features

Has featureMarketing automation
Has featureCompensation management

Platform Features

Has featureMobile access

Zoho CRM Screenshots

Zoho CRM Video

Get to know Zoho CRM

Zoho CRM Downloadables

Zoho CRM Integrations

Zoho CRM Competitors

Zoho CRM Pricing

Starting Price: $12

  • Has featureFree Trial Available?Yes
  • Has featureFree or Freemium Version Available?Yes
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional
EditionPricing DetailsTerms
Standard$12per user, per month
Professional$20per user, per month
Enterprise$35per user, per month
Ultimate$45per user, per month

Zoho CRM Support Options

 Free VersionPaid Version
Live Chat

Zoho CRM Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android
Supported Countries:Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States
Supported Languages: English (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