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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…
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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
www.zoho.com
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- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
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
- 3.3Likelihood to Renew
- 9Availability
- 9Performance
- 8.3Usability
- 4.8Support 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
(101-125 of 297)Companies can't remove reviews or game the system. Here's why
April 21, 2022
Zoho working as expected
Use product as a quote tool and CRM.
- As a CRM.
- Track projects.
- Maintain pricing.
- Quote tool.
- Easier integration with MS office.
- Sheets app needs work.
April 21, 2022
Digital Marketing Company Review on Zoho CRM
Used to manage our current customers, subscriptions, and projects. Our company is run smoothly with this fantastic software. Our processes are managed without confusion.
- Manages subscriptions.
- Customer status.
- Project management.
- It would be great to get more modules speaking to each other.
- Better integration with other software.
- Duplicate leads can be an ongoing issue.
We use Zoho CRM to manage new leads and contacts gained through our website, update personal contact information, manage subscriptions, and track other data.
- Tracking news leads gained through social media advertisements.
- Synchronizing with its partner email system, Zoho Campaigns.
- Creating reports.
- I wish I could run a filter for my contacts and download the results directly into a .csv file.
April 21, 2022
Take a look or a second look at Zoho. This is one that you get WAY MORE than you pay for!
We have the Zoho ONE package and absolutely love it! I was a Salesforce product owner for 4 years, and Zoho is superior in so many ways. In addition to the cost savings, the flexibility of the platform for customization, the training and knowledge base, and the enhancements they offer is unmatched. We use the CRM for internal teams and for our external brand ambassadors. Using Zoho has helped us maintain the leader position in our industry and, to be honest, we have just started to scratch the surface. I highly recommend this platform to small and large companies that are looking for a large ROI, while taking their business to a new level!
- Customization.
- Training.
- Feature enhancement.
- Flexibility.
- In-person training.
- More support when rolling out new applications on the Zoho One package.
Used for contacts, leads, accounts, workflow, events, and notes.
- Customer contact records.
- Follow up procedures made easier.
- Linking events to calendars and customer accounts.
- 3rd party app integration.
- Better access to customer phone support.
- Better calendar integration.
April 21, 2022
We are so glad we left Salesforce
Zoho CRM has helped change the way we use our CRM. Previously we could not establish rules or automation. Now we are able to set up reminders and tasks automatically. The salesmen love how easy it is to track all open tasks, opportunities, and leads. We also have been able to stop using other software and now use everything in Zoho CRM. We have cut costs, increased visibility, and reduced redundancies.
- Analytics
- Automation
- Web Forms
- Integration
- Integration with PowerBi
- Customization
- Zoho Desk Sync
We use Zoho CRM as a means of managing our current customer accounts, new potential clients, and new business opportunities. The platform allows our sales team to combine records to tell the story of what has been done to nurture the aforementioned entities. Zoho CRM provides insight to the administrative team and a place for multiple departments to collaborate on day-to-day activities. We also use the system to manage some administrative tasks because it is so flexible and intuitive.
- Extremely Customizable
- Easy to Use
- The company can decide how simple or complex the platform is.
- Organizes Data Well
- More formatting customization features. For example, starting with the standard template and just being able to change contrast, boarded, field shape, etc. We can build our modules from scratch and start with some very different templates to customize how each module looks, but I would rather be able to toggle with how the entire platform looks. Platform themes rather than just module themes.
- Different ownership functionality. If I change the ownership of an account, all related records from related modules should also change ownership.
- A like button for notes and feeds. My company collaborates through notes, but we cannot tell if someone gets a note unless they reply back. It would be nice if we could just 'like' as a form of acknowledgment.
April 21, 2022
Great product for Reasonable Price
We use multiple modules from Desk to CRM. We currently use it to manage our clients and manage any issues those clients may have.
- Easy screen manipulation.
- Optional specialized coding.
- Easy of report creation.
- Real time connection from Desk and CRM to Analytics.
- In CRM better linking between Leads and other modules.
- More teachings on coding.
April 20, 2022
The best self-serve, no coding required, out-of-the-box solution we could have asked for!
The first objective we had was to centralize all communication between our associates and our customers, this was easily achieved with Zoho Desk. Its features, which include the ability to create multiple departments, allowed us to route inquiries quickly to the appropriate department and maintain visibility for other members of the organization. The 2nd objective was to provide a platform for our corporate staff to be able to assign work orders to our field technicians across Canada and the USA and Zoho Cases was the perfect solution. From there we explored more features and rolled them out as required like Zoho Social, Analytics, and SalesIQ.
- Case Management
- Ticket Management
- Analytics
- Account Management
- Integration between Zoho Desk and CRM is not very flexible, fields that appear in one do not appear in the other, which makes it difficult to reconcile the data; I would love for Desk to just be another tab within CRM.
- Products Module on Zoho Desk is insufficient for a company with thousands of products like ours. I struggle to manage duplicates and other import bugs.
- I'd like to be able to clone settings between departments in Zoho Desk
We use Zoho CRM to send invoices for our consulting packages, to keep track of client invoices, and for keeping track of our sales pipeline as a whole as well as for payments reporting. We sell consulting packages from 1-20K USD in price, lots of leads, and some have payment terms that we need to keep track of so Zoho CRM helps me do this well.
- Lead tracking for sales
- Invoices and invoice management
- Payment plan tracking for sales
- Keeping track of sales outreach events
- Keeping notes on customer events
- Ease of use for the interface as a whole
- Easier to make templates for invoices that are used frequently
- Integrate text and email support for sales leads
April 20, 2022
6 years of customizations are starting to blossom
We use the Zoho CRM as a database to store Prospects/Leads and Clients/Contacts. We keep track of what type of documents they purchase through Deals. We send mass emails to Leads and Contacts via Campaigns, we use Forms, Sign, Survey, Subscriptions, Connect, and want to learn more about other products that will help us. One MAJOR problem is that the Zoho CRM cannot merge our elaborate documents. It doesn't support "if/and/or" statements and merges them into that word doc.
- Keep track of all our clients and prospects
- Has robust reporting with criteria that can be pulled from as many as 3 modules
- Very customizable
- Wish we could easily add people from a report into a campaign in the CRM. You can only do that with a list view but that's not enough for some of our reporting for mailings or emails. We have to pull from more than 1 module sometimes to get the correct mailing list.
- Wish we could email from the Meetings module to confirm an appointment w/o having to manually add data from the meeting into the email template from a lead or contact.
- A lot of the workflows get broken when there is a major update. Little do I know they're not working until I randomly find out or someone else figures it out. Frustrating.
April 20, 2022
Non nonsense review of Zoho CRM
We use Zoho CRM to manage our inbound and outbound lead flow from acquisition through conversion into the sales deal funnel. We also use it to manage the sales process through to singing sales orders as well as onboarding, and managing customers. It allows us to see all aspects of our experience from the soup to nuts. Most of our problems are as a start-up with a lot of start-up learning to do so the biggest requirements were simplicity and flexibility. Basically, we needed to be able to continuously improve our processes as we learned and expanded without overthinking systems.
- Manage Leads
- Reporting
- Easy integration with other Zoho tools
- Workflows
- Blueprints & Command Center
- Support
- Calendar Scheduling
- Sales Automation
- Integration with Major 3rd Party Apps
April 20, 2022
Great for distributors and simple products, not so great for large scale CUSTOM manufacturing
We use Zoho CRM in combination with the rest of the Zoho suite to meet our ERP and CRM needs. We use the books, inventory, projects, and CRM needs to interface between departments and with customers. We also use it for all of our accounting needs except payroll, and we use it to track and purchase inventory.
- Easy Setup
- Good single front-end integration. service, sales, and engineering all prefer to operate through CRM applications.
- User friendly
- Ability to link product prices to website.
- Inventory management needs help. Can't allocate inventory until all of it is ready to ship. So if a part is on backorder in a composite item, you have to manually remember the remaining items that make up composite items are allocated.
- A lot of the permissions are rolled together that shouldn't be (ex. viewing archived projects and deleting projects are one permission).
- Syncing had issues and resulted in duplicate accounts that we will have to manually merge.
Our EHR does not possess the broad administrative power our practice requires to sustain viability and optimal patient-centered care.
- Zoho Forms Allows for Streamlined Intake Processes
- CRM Tasks make focused task management possible
- Zoho Connect is a great hub of information for employees
- Zoho Book and CRM pop ups prevent error
- CRM Module configuration is great for identifying the many populations we work with
- CRM needs too many third parties to sent texts, calls, faxes (we want to only use one)
- Zoho Forms is way too restrictive by owner
- zMail templates are a mess and difficult to configure
- Cliq reminders are not user friendly when setting reminders for others
April 20, 2022
Zoho CRM - Expectations for a great customer experience
We use it for lead generation, connect it to our chat feature, and communicate with customers. Our Facebook and chat bot is connected to Zoho CRM. We also use the potential/sales pipeline for insurance cases. Then we use for quotes, sales orders, invoices, products, purchase order and other ordering info.
- Quote to sales order to invoice
- creating buttons
- automating incoming chats info
- easy to use interface
- going backwards with info example invoice back to sales order
- accounts, leads, contacts and how they are organized
- editing info in pipelines is sometimes tough
April 20, 2022
Successful Zoho CRM Transition from Salesforce
We transitioned from Salesforce to Zoho CRM within our Zoho One purchase. We use it for prospect management & general sales management.
- Link within the Zoho One environment.
- Flexibility for modifying modules.
- Analytics and funnel management.
- Can be clunky maneuvering between modules.
- Email linking with Outlook isn't as obvious as other CRMs.
- Still has room to improve in localizing to US market.
April 20, 2022
Great CRM
We use Zoho CRM for lead management, and pipeline tracking, all the way through to client success. We have integrated many departments throughout the organization into Zoho CRM to house all of our information and to keep everything in one place. They have really come a long way in 4 years and have added a ton of functionality and automation!
- Automation
- Reporting
- App Integrations
- Automation
- Customization
April 20, 2022
Great Suite of Operational Software under the same roof
We use it for house our leads, also qualify and close them til we get to a closing
- Helps us with security with users where we can have different role who have access to diff modules
- Helps us keep track of leads
- Helps us keep the activities with our users
- Help us with automation in our processes
- I think the phone intergrations are clunky
- I think if we can build in sms to the software without a integration would be nice
April 19, 2022
Endless customization and possibilities
We use Zoho CRM at the university I'm employed by. We've been using this product for the last 3 years and I honestly believe it has improved our quality of service by leaps and bounds. We have been able to accurately track all service requests and inventory which has led us to be much more organized and prepared.
Our university employs about 700 people, so a good Help Desk and inventory solution are critical. I believe this is the best one we've had in years and will continue to use this product as it is constantly updated and improved.
Our university employs about 700 people, so a good Help Desk and inventory solution are critical. I believe this is the best one we've had in years and will continue to use this product as it is constantly updated and improved.
- The ability to customize every aspect of the software to fit your company profile.
- Quality features and outstanding support.
- Ease of use.
- More inventory management functions such as check in/out of devices.
- Update to more modern user interface.
April 19, 2022
Good for basic CRM needs
Innovative & well-rounded CRM for all of our internal uses. This CRM allows us to keep track of everything we need for our operations and functions as a full-fledge internal resource at our company. We would not be able to keep track of our internal processes and clientele without it.
- Organisation
- Clarity
- Innovation
- Time between improvements.
- Clarity of change-log.
April 19, 2022
Great features, limited reporting, & customization
Zoho CRM makes it easy to automate processes and track customer information. We struggled because we have two lines of business and required customization. The reporting feature is a little limited in terms of calculations (can only aggregate one field, can't do formulas between different pieces of data such as calculating closing ratios) and filtering capabilities. Integrates well with phone system, mail blast systems, and other software.
- Task management
- Phone integration
- Reporting missing calculation ability (ex calculate percentage between 2 data points).
- Inviting new users frequently doesn't work (they never receive email).
April 19, 2022
A truly customizable CRM
Zoho CRM has allowed us to implement many business processes outside of our regular use as a CRM. We have developed many apps within the universe that are used daily. Outside of the CRM and other adjacent customer service modules, we have used Sign and Projects to streamline our business operations.
- Client Engagement (touchpoints).
- Automation
- Contact Management.
- Connectivity between apps (some connectivity is seamless where others are difficult).
- Machine Learning Tools.
- Webform Improvement.
April 19, 2022
Great CRM for SMB Companies
Zoho CRM enables us to create account records for our prospects and customers.
- Manage contacts.
- Managing deals.
- Workflow automation.
- Integrations with widely used sales applications.
April 19, 2022
Probably the most powerful CRM available
Very powerful CRM with a lot of automation features. Allows our business to run with fewer employees and be much more efficient.
- Automation
- Follow-ups
- UI
- Mobile App has some issues
- Very flexible and therefore more complicated to manage
- Disk space available for records
April 19, 2022
Zoho (Close to being Great)
We use Zoho CRM to manage the full sales and support process. From live chat to support tickets, to online meetings and lead forms, Zoho CRM does it all for us. We like it because each feature integrates with one another instead of us having to find different software for each function.
- Online Meetings
- Support Tickets
- Live Chat
- Task Management
- Online Meetings (Need to be able to pause)
- Online meetings (Need to be able to store the meeting duration)