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We are using Zoho CRM as a company-wide CRM tool. We are an international company with head offices in 6 countries. We. use Zoho CRM for …
Starting at $14 per month
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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…
Recent Reviews
How Zoho CRM Differs From Its Competitors
Awards
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Popular Features
- Custom fields (263)8.484%
- Customer data management / contact management (266)8.383%
- Lead management (248)8.282%
- Workflow management (253)7.878%
Reviewer 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
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
Product Demos
Guided Tour | Zoho CRM Overview
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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
Zoho CRM Video
Customer Story: Zoho CRM Helps CG Arena
Zoho CRM Integrations
Zoho CRM Competitors
Zoho CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| 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 |
Zoho CRM Downloadables
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.
Reviewers rate Custom fields and Single sign-on capability and Role-based user permissions highest, with a score of 8.4.
The most common users of Zoho CRM are from Small Businesses (1-50 employees).
Comparisons
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Reviews and Ratings
(930)Attribute Ratings
- 3.4Likelihood to Renew
- 9Availability
- 9Performance
- 8.3Usability
- 4.9Support Rating
- 9.1Online Training
- 8In-Person Training
- 7.2Implementation Rating
- 8.1Configurability
- 10Product Scalability
- 7.2Ease of integration
- 9.2Vendor pre-sale
- 9.6Vendor post-sale
- 8.3Professional Services
- 9.5Contract Terms and Pricing Model
- 8.1Zoho CRM Scalability
Reviews
(1-25 of 163)Companies can't remove reviews or game the system. Here's why
We are using Zoho CRM as a company-wide CRM tool. We are an international company with head offices in 6 countries. We. use Zoho CRM for our sales, emails, and supply chain. although we for support we have another tool.
- Sales pipelines
- integrations
- custom automations
- Support from Zoho
- Support modules
- Custom object functionality
- AI functionality
April 03, 2024
Zoho CRM for a Nonprofit
We use Zoho CRM to store contact data for various programs in one place, to quickly pull reports on both qualitative and quantitative metrics, and to streamline processes. Before using the CRM, we had issues around data management and different programs tracking different metrics, all of which were stored in multiple Excel spreadsheets that had to be consistently updated. Outdated data was a recurring issue, as was inconsistencies in column headings and actual data stored across the years. Zoho CRM made it possible to standardize the data we track and to easily create KPIs across the different data subsets.
- Comparative charts
- Workflow automation
- Flexible setup for customization
- Need some way to switch a field type without losing the pre-existing data.
- The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
- Frustrating that only 3 custom lookup fields are allowed per module in our license.
March 18, 2024
If you are on budget and looking for a pro CRM tools in the market, Zoho is there for you to help your team leap
Sales, marketing, and business development are the departments that use Zoho, previously we use HubSpot. Every department has its own objective using Zoho, for example, in sales, Zoho helps me organize my contacts by filtering them into some categories and helps me to do the sales process from prospecting to after-sales. The good thing about Zoho for me right now. I have unlimited contacts slots and I can send mass email 1000 emails per day, Zoho functions itself more or less similar to HubSpot but I can the UX is quite more complicated, most of the steps started from setting up
- Contacts management
- User Interface
- Variety of function
- User Experience
- Mass email , is it possible to sent directly from my inbox ?
- The dashboard activity leader board to keep us motivated
January 12, 2024
We LOVE Zoho CRM!
Zoho CRM is being used by our sales office in the USA as well as foreign offices. It gives us a central location to enter all products once they have been released by engineering. And then [the products] can be added to the price books for the foreign offices at the rate they would like to sell the products so that the conversion rate to their currency does not need to be calculated for every order. It also allows us to better track and organize our orders and total sales globally. When the prices increase, we can utilize excel to update the prices and bulk import all the new prices as well as the price books instead of touching every record multiple times to accommodate all the offices and currencies.
- Import bulk records.
- Custom workflows can be set up to email persons within the company when a task needs to be done once a trigger action has occurred.
- Customize modules and layouts to suit your specific business needs.
- Some of the reporting features could use a little more flexibility to allow more filtering options within the report without creating multiple reports for each salesperson.
- The ability to download unlimited back ups at any time without additional fees.
- The use of Zoho Sheet within ALL modules.
December 21, 2023
A MUST for sales and marketing function
We use it for the entire spectrum of Pre-sales, sales, and post-sales record management. However, we use GetResponse for email marketing, although Zoho CRM does have Zoho campaigns as well. Record management includes lead entry, appointment setting, follow-ups, post-sales support records such as invoices, payment receipts, and the like. It is also our go-to for long-term customer relationship management. Zoho CRM helps us keep a close eye on tele-caller activity and empowers them to schedule such in a very organized way.
- Customer record management
- Sales management
- Salesforce monitoring
- Automatic generation of customer web details such as social media activity, etc.
- Downloading reports to Excel, etc. is still a bit archaic
- None other for now. We love Zoho CRM
October 25, 2023
Unlocking Efficiency and Growth: Zoho CRM
Good Application for Tracking of sales and Deals. Easy to create workflows, Email Templates ,Blueprint. First we were maintaining details of our customer in Excel sheets. With passing of days we lost touch with our client. This result in leaving of our customer to new vendor. With Zoho CRM not only we kept details of our customer but i can categorize them, schedule notifications, always updated on my customer activity.
- Email Templates
- You can integrate whatsapp directly without any third party vendor.
- You can create workflows simply by low code functions.
- Customize whole CRM according to your needs
- Only 2 subform are provided in Enterprise edition. Need more
- Some improvement need to be made on creating function
- Export pdf option need to be made for every module. Right now it is available for inventory.
October 24, 2023
CRM your sales team and BDRs will love
We used Zoho CRM for lead management, account/contact management, sales opportunity management, and a little bit of other marketing automation. It helped us move out of Excel spreadsheets into a CRM. We qualify/disqualify leads, log notes and emails, and maintain all of our sales records within the Zoho CRM. The sales pipeline is completely managed out of this new CRM
- Sales Process Automation - Stages and workflows
- Reporting and dashboarding
- Lead, contact and account management
- Data importing functionality via excel csv can be made better in terms of auto field matching
- Self training video library can be made for easier onboarding
- While many B2B solutions offer seamless integration with Salesforce and HubSpot, the same level of integration is not available for Zoho CRM
September 12, 2023
Zoho Sales Engine
We are using Zoho CRM for sales team and also marketing team,
Our Accounts team use Zoho CRM to update the payment from the customer
Our operations team use Zoho CRM for operational requirements.
Our Accounts team use Zoho CRM to update the payment from the customer
Our operations team use Zoho CRM for operational requirements.
- Adding the lead and known the source of lead
- Stage of leads
- Helps to send customizable mail to customer
- Easy to create deal for the lead and the task in the Zoho CRM.
- auto trigger for the customer follow up.
- Dashboard view
- Task management pop up
September 07, 2023
Zoho CRM
Contact, lead, request handling and assignmen, data crawling and product database showcase.
- Zoho Apps
- Additional Functionality
- Assignment
- Email settings and deliverability
- Intergrations limitations and lack of apps on the marketplace
- Too few free apps
- Too many intergrations within the Zoho ecosystem
September 07, 2023
Zoho answers the call for CRMS that are affordable and easy to use
Our company sells SERVICES. We have customers that find our website by search terms. Once a customer fills out a form on our site, it starts the process, using a CRM
1. Email response with a personal questionnaire
2. Reviewing responses
Then, the CRM really starts - if the person doesn't respond to the questionnare --> follow up
If the person answers the CRM - they start the flow of selling our services.
1. Email response with a personal questionnaire
2. Reviewing responses
Then, the CRM really starts - if the person doesn't respond to the questionnare --> follow up
If the person answers the CRM - they start the flow of selling our services.
- Setting up flows, based on customer responses
- access to customer details so that campaigns can be targeted
- contact information
- our team found it very challenging to integrate directly to our wordpress site
- while there may be a way to integrate to the SMS system, we have not discovered how a sales rep would be able to get an sms when customers leave their contact info (not through the app)
- we have one team member who still works with outlook calendar. it was easy to integrate with google calendar, but a second calendar, depending upon the user
September 06, 2023
Wanna Grow Sales? You Need CRM!
We use Zoho for a variety of tasks like to keep our database of leads updated. Also to send emails. Mainly, we use it to as our sales pipeline. This helps us understand how many warm leads we have, how many are super interested that we can potentially close in the next quarter or so.
- Easy to use
- Affordable
- Scalable
- UI
- Design
- Customer Service
- Email Marketing
September 06, 2023
Zoho is a cost-effective CRM for small businesses that lets you maximize customer contact
We have been using Zoho to provide quotes to potential clients. We uploaded a template that makes it easy to provide quotes and track them. We're able to differentiate which team member sent the quote, but everyone is able to follow-ups. This is important as it allows our team to reply quickly, so the customer does not need to wait until the initial person giving the quote is back on duty. We're also able to send photos and other collateral to clients.
The work flow of Zoho is nice. We've tried other CRMs and they've been too complicated. Perhaps they were good for large businesses, however for a small business, Zoho is perfect and scalable. Our team was easily trained on the software and we were able to connect our livery software to the quote system. It's fantastic being able to automate connections so that work is not duplicated. We've been able to win more business by using Zoho as it also lets us set reminders to follow-up with clients if we haven't heard back.
The work flow of Zoho is nice. We've tried other CRMs and they've been too complicated. Perhaps they were good for large businesses, however for a small business, Zoho is perfect and scalable. Our team was easily trained on the software and we were able to connect our livery software to the quote system. It's fantastic being able to automate connections so that work is not duplicated. We've been able to win more business by using Zoho as it also lets us set reminders to follow-up with clients if we haven't heard back.
- organizing the sales pipeline
- letting you load time-saving templates for quotes
- provides reminders for needed follow-ups so they don't slip through the cracks
- requires an initial input of information about a potential client - this would be better if it auto-filled with the quote request's information
- can be a bit confusing navigating the stages of a potential sale, but not too bad
- a tab or link to all open sales quotes would be nice
September 05, 2023
Finally, a CRM that doesn't get more expensive the more you use it!
Zoho allowed us to consolidate our database and marketing solutions into one ecosystem.
- Customization
- Features
- Pricing
- Automation can be complicated
- The learning curve from other systems
- Not the most user-friendly
We use ZOHO CRM for multiple purposes, mainly:-
1. Project Management : We use it as collaborative tool for team, assign work here and keep track of progress and all other normal features.
2. Marketing; lead management: We use to keep tracks of both digital and physical marketing campaigns, ROI of campaign and other related use cases.
1. Project Management : We use it as collaborative tool for team, assign work here and keep track of progress and all other normal features.
2. Marketing; lead management: We use to keep tracks of both digital and physical marketing campaigns, ROI of campaign and other related use cases.
- It is good tool for quick setup of work distribution system
- It tracks and calculate ROI of campaigns very well
- It has vast ecosystem and connection with outside apps makes it much more powerfull
- It provide free credits to startups.
- It is particularly not good for Agile management.
- Initial setup is little tedious; however thier support is really good and help you in all sorts of customisations
August 29, 2023
Zoho CRM Really Helps Your Business!
Our organization has multiple departments that work as a team. Having the CRM allows us to have a centralized location to input information regarding a case. By having the Zoho CRM, it cuts down on excessive emails and phone calls to get information. And it's great that it can be customized for our constant emerging needs. It's also good that it houses the information for future needs as well. We can always refer back to a customer for information needed for a new case.
- Zoho CRM has so much space to capture lots of information.
- Zoho CRM can be customized for your organization's needs.
- Zoho CRM is great for running reports to help make business decisions.
- We love all the different dashboards we can create.
- It would be nice if there was a calculator within the program
- Filters in reports could be better
August 29, 2023
Zoho CRM Review
I use it to keep track of customer records and sales made by new leads. I have had no problems using the tool.
- Registration and follow-up of leads
- Synchronization with Calendar
- Graphic detail of sales
- customer reporting
- Update supplier base with an excel file
- Improvement in the search for created clients
- Improvement in the synchronization of events or webinar with the calendar
August 29, 2023
Zoho CRM - A suitable option
We use Zoho CRM in our business to track and forecast sales pipeline, as well as to record all contact and account information for prospects, customers, and partners. The Zoho CRN product addresses the issue that many, if not all, organizations experience data clutter. It allows us to track historically key performance indicators, in order to make sound business decisions both on a finance, sales, operations, and product front.
- Dynamic Search
- Module Customization
- Template Creation
- Role Based Access
- Process Automation
- No-Code Integrations - Deluge script development needed in order to do many basic CRM tasks
- Lack of Native 3rd Party Integrations
March 09, 2023
Not Happy with Zoho CRM
Score 1 out of 10
Vetted Review
Verified User
In my opinion, nothing syncs properly. In my experience when support is requested, it is simply not given. I cancelled, phoned, emailed, left reviews, asked, begged. I believe I wasted my time and money.
March 06, 2023
ZOHO CRM - A DECENT CRM TOOL AT A VERY AFFORDABLE COST. IT'S VERY GOOD, BUT NOT BRILLIANT.
Zoho crm is used for all lead management, sales stage funnelling, and customer invoicing.
- Forecasting is improved
- Live website lead chat function - can reach out directly to site visitors
- Customer insight record - shows leads social details for connecting
- REPORTING DASHBOARD IS LIMITED
- SYSTEM NOT AS SLICK AS HUBSPOT
- HAVE TO PAY FOR OTHER ZOHO PRODUCTS, IF TRYING TO BE TOO AMBITIOUS WITH CRM
December 03, 2022
Efficient and impactful Sales funnel management tool.
Wee use Zoho CRM for day to day sales and customer relationship Management activities. We use this for maintaining our sales pipeline and client followupas as well as customer feedback management. This has been a great tool to manage sales funnels efficiently and effectively through out our daily operations. I believe Zoho CRM is effective in maintaining sales funnels.
- Lead Management
- Customer Relationship Management
- Sales funnel reporting
- Reporting
- Integration with lead magnets
- Ease of New user understanding of the system.
November 28, 2022
Great product!
We currently use it to store customer data like addresses, contact info, meeting notes, etc. We are trying to create a way to run reports for all of our customers and do data analytics.
- Does a great job of tracking numbers.
- Makes all reports easily customizable.
- Easy to re-assign and assign support tickets.
- The support aspect itself has someone to speak with instead of typing back and forth.
- The reports don't sort by alphabetical order all of the time.
November 28, 2022
Small Business Review of Zoho CRM.
We use Zoho CRM to gather leads, potentials, contacts, etc., which help us organize our partners, customers, and vendors. The mobile app makes it easy for our sales reps to enter data on the road quickly. The Zoho CRM platform plugs in well with the Zoho Suite of applications, including Zoho Desk.
- Easy to use.
- Available on multiple platforms (web, mobile, app).
- Provides integrations for 3rd party apps.
- Difficult using the merge feature (duplicated records in CRM).
- Updates take a while to merge between the suite of programs (CRM to Desk).
November 25, 2022
All in one solution that delivers on its premise.
We use Zoho CRM for all aspects of managing our client relationships. From marketing, through sales, through delivery, or our services, everything is tracked, organized, analyzed, and stored in Zoho CRM. We needed a solution that allowed for tracking, analyzing, and reporting from "step 1" all the way through our client's journey and kept everything client-related sorted and associated correctly. Zoho CRM has been that solution for us.
- Quick and easy setup.
- Great analytics and reporting.
- Budget friendly.
- Fast and seamless integration with the entire suite of Zoho products and services.
- Automation is not that user friendly.
- Speed (in terms of refreshing after actions or completed) is somewhat slow.
- Customization is somewhat limited and not that intuitive.
November 22, 2022
Good Product that we do not use to its fullest potential
We use Zoho to manage our customers information, any customer issues (Helpdesk), and to manage new product development through the use of the Projects product.
- Manage development through Projects
- Manage customer information, CRM
- Manage customer issues through Desk
- We need to develop the customer opportunities side of the CRM to a much higher level
November 11, 2022
Zoho CRM Piece of Cake
Zoho CRM is pretty much the core of our business. We have all the key information there. Some of our business problems are that we didn't have a way to future use with our customers until we found Zoho. Now we are happy to work with a tool that helps us bring the best of our company into a single source of truth.
- Organized information
- Amazing personalization capabilities
- Great workflow rules
- Their support is too bad from my experience
- They can personalize the software a little bit more
- There are key apps we use that can't be integrated with Zoho.