Skip to main content
TrustRadius
Zoho CRM

Zoho CRM

Overview

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…

Read more
Recent Reviews

Zoho CRM

9 out of 10
February 07, 2024
I will create a lead in Zoho CRM like what we collected and we use it for follow-up activities like calls, Meetings and also email when to …
Continue reading

We LOVE Zoho CRM!

9 out of 10
January 12, 2024
Incentivized
Zoho CRM is being used by our sales office in the USA as well as foreign offices. It gives us a central location to enter all products …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Custom fields (260)
    8.4
    84%
  • Customer data management / contact management (263)
    8.4
    84%
  • Lead management (245)
    8.3
    83%
  • Workflow management (250)
    8.0
    80%

Reviewer Pros & Cons

View all pros & cons

Video Reviews

4 videos

Zoho CRM Is a Seamless Transition Into Contact Management For Small Business Owner: User Review
03:47
User Review: Zoho CRM Fits The Budget While Fulfilling Company Needs
03:46
Integrations & Customizations Allow Zoho CRM to Work With Business Needs: User Review
02:30
Return to navigation

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/month
    Optional
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
Return to navigation

Product Demos

Guided Tour | Zoho CRM Overview

www.zoho.com
Return to navigation

Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.9
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.1
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.2
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.9
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.9
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.6
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

8.2
Avg 7.2

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.6
Avg 7.1

Platform

7.7
Avg 7.5
Return to navigation

Product Details

What is Zoho CRM?

Zoho CRM supports enterprises as they build better customer relationships and improve retention. It empowers 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.

Adding even more value and innovation, the recently announced Canvas feature in the product enables 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.

Zoho CRM clients have seen:
● 26% Improvement in customer retention rates
● 47% Increase in purchase volume with nurtured leads
● 40% Decrease in the cost of customer service
● 47% Increase in customer satisfaction rates
● 23% Decrease in sales and marketing costs

Zoho CRM helps reps reach decision makers who matter, to shorten long enterprise buying cycles and build strong customer relationships that withstand unexpected disruptions.

More information is available at zoho.com/enterprise

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

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.

Zoho CRM Video

Customer Story: Zoho CRM Helps CG Arena

Zoho CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
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

Frequently Asked Questions

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.

Zoho CRM starts at $14.

Pipedrive, HubSpot CRM, and Insightly are common alternatives for Zoho CRM.

Reviewers rate Role-based user permissions highest, with a score of 8.7.

The most common users of Zoho CRM are from Small Businesses (1-50 employees).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(929)

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
John Hinson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Sales Force Automation (8)
72.5%
7.3
Customer data management / contact management
100%
10.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
100%
10.0
Quote & order management
N/A
N/A
Interaction tracking
100%
10.0
Channel / partner relationship management
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (2)
100%
10.0
Task management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (2)
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
65%
6.5
Custom fields
100%
10.0
Custom objects
N/A
N/A
Scripting environment
80%
8.0
API for custom integration
80%
8.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (1)
70%
7.0
Social data
70%
7.0
Integrations with 3rd-party Software (1)
80%
8.0
Marketing automation
80%
8.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • Allows us to keep costs down compared to other CRMs
  • Provides us more reporting options
  • Great UX layout
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.
Zoho has the ability to create custom codes/configurations, but unless you're a dedicated coder, you'll need to work with a Zoho partner to get those created. However, it does make it so CRM is custom to your business's specific needs.
There's no real comparison, as Zoho's suite of apps all perform different functions so that they can seamlessly integrate with each other.
13
Everyone in our business uses CRM, from copywriters to account managers to marketing, sales, and admin.
1
We have one admin/IT staff person who acts as the support for CRM. She, however, typically then sends requests to Zoho support or our support partner.
  • Task management
  • Lead management
  • Account management
  • Lead/account scoring
  • Revenue tracking
  • Social media integration for leads
Yes
CRM replaced Pipeline Deals because it allowed much more functionality at a more affordable price point.
  • Price
  • Product Features
  • Product Usability
Product features gave us many more opportunities to consolidate our operations instead of being spread out across several different applications.
We would not change anything. We tested several different CRM platforms and felt this was the best.
  • Implemented in-house
  • Third-party professional services
Alderbest Solutions
No
Change management was minimal
  • 3rd party integrations that required custom codes
Make sure you have certified Zoho partner helping you implement CRM!
  • Online training
Online training is tough, but Zoho and their partners do a good job of explaining things.
No
Yes - we have customized the interface extensively
We relied on a Zoho partner to integrate the customizations.
Yes - we have added extensive custom code
We relied on a Zoho partner to set up our custom coding.
N/A
Their support is very quick to respond and are always ready to hop on a screenshare to diagnose and solve problems.
Zoho's support comes with a Zoho One subscription. We also work with a Zoho Partner on any CRM issues we encounter. I'm not sure if we encounter many issues because the platform is buggy or we just cause a lot of issues, but we always have good experiences with our support partners whenever an issue arises.
Yes
Yes, all bugs have been resolved in an appropriate time frame.
We had an issue with the original custom code that Zoho was updating to a 2.0 version. They gave us plenty of time to find a solution, and our Zoho support partner helped us every step of the way to make sure all of our integrations were updated when the switch happened.
  • Task management
  • Account management
  • Lead management
  • Blueprints
  • Workflow creation
Yes, but I don't use it
  • Email marketing
  • Website forms
It was easy once we used Syncapps to communicate between CRM and our 3rd party apps.
Get help from a certified Zoho partner
N/A
N/A
Yes
Everything went well.
  • Easier navigation
  • Smoother interface
  • N/A
No
No
Score 10 out of 10
Vetted Review
Verified User
  • It is very easy to use for a salesforce that may be not used to technology. The user interface is quite intuitive.
  • Customer service is highly responsive.
  • The product offers excellent value for money.
  • N/A
  • The product gives us a much better view on our sales funnel and allows us to be more systematic in our sales process.
I looked at several other vendors but, in the end, went with Zoho because - ironically - it was recommended to me by someone who worked at Salesforce!
Does exactly what we want it to do for an affordable price.
5
Sales
1
Me
  • Sales process tracking. We really just track the Sales Funnel and want to be able to get an aggregate view for each Salesperson in their sales cycle for all the leads they have been assigned.
Salesforce.com
  • Implemented in-house
  • Self-taught
Yes. Very intuitive.
No
Usability is great - very intuitive. Much better than Salesforce.
  • Gmail
Was easy to do, but then we never really used the features this provided. We may use in the future.
  • N/A
N/A
Return to navigation