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…
Zoho CRM
We LOVE Zoho CRM!
Zoho CRM: Transforming Leads into Gold - or Let's make a DEAL
A MUST for sales and marketing function
Unlocking Efficiency and Growth: Zoho CRM
CRM your sales team and BDRs will love
Zoho Sales Engine
Our Accounts team use Zoho CRM to update the payment from the customer
Our …
Great All in One CRM Suite for Small and Mid Size Businesses
Zoho CRM
Zoho answers the call for CRMS that are affordable and easy to use
Wanna Grow Sales? You Need CRM!
Zoho is a cost-effective CRM for small businesses that lets you maximize customer contact
A perfectly rounded CRM tool
Finally, a CRM that doesn't get more expensive the more you use it!
How Zoho CRM Differs From Its Competitors
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
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Return on Investment
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
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Zoho Customer Experience
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Zoho Customer Experience
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Zoho Customer Experience
yes it has created an impact in terms of how an what we do to manage the relationship with the clients.
We are more empowered with the features that zoho has customized.
Mapping the entire customer journey with the zoho crm has become so …
Return on Investment
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Return on Investment
Return on Investment
Return on Investment
Zoho Customer Experience
Zoho Customer Experience
These references are very important to build a robust sales and marketing strategy. Zoho CRM has an option to nurture lead at every level.
Return on Investment
Zoho Customer Experience
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Zoho Customer Experience
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Zoho Customer Experience
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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
- Custom fields (260)8.484%
- Customer data management / contact management (263)8.484%
- Lead management (245)8.383%
- Workflow management (250)8.080%
Reviewer Pros & Cons
Video Reviews
4 videos
Pricing
Standard
$14.00
Professional
$23.00
Enterprise
$40.00
Entry-level set up fee?
- $14 /user/monthOptional
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
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.4Customer data management / contact management(263) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8Workflow management(250) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 7.5Territory management(185) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.3Opportunity management(238) Ratings
Users can track deals and create quotes.
- 7.8Integration with email client (e.g., Outlook or Gmail)(236) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 7.8Contract management(190) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 7.7Quote & order management(189) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 8.1Interaction tracking(234) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.6Channel / partner relationship management(180) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 7.3Case management(201) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 6.9Call center management(163) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 7.2Help desk management(181) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.3Lead management(245) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 8.1Email marketing(208) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.1Task management(235) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.8Billing and invoicing management(170) Ratings
This includes automated invoice creation and billing.
- 7.9Reporting(228) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 7.6Forecasting(205) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8Pipeline visualization(221) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.1Customizable reports(234) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.4Custom fields(260) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.1Custom objects(207) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 7.6Scripting environment(168) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 7.9API for custom integration(190) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
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.
- 8.6Single sign-on capability(217) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.7Role-based user permissions(245) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 8.2Social data(156) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 8.2Social engagement(148) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 7.8Marketing automation(195) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.5Compensation management(129) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 7.7Mobile access(217) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- 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
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
Comparisons
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Reviews and Ratings
(929)Attribute Ratings
- 3.8Likelihood to Renew33 ratings
- 9Availability2 ratings
- 9Performance2 ratings
- 8.3Usability168 ratings
- 5.3Support Rating65 ratings
- 9.1Online Training5 ratings
- 8In-Person Training1 rating
- 7.2Implementation Rating10 ratings
- 8.1Configurability110 ratings
- 10Product Scalability1 rating
- 7.2Ease of integration2 ratings
- 9.2Vendor pre-sale2 ratings
- 9.6Vendor post-sale2 ratings
- 8.3Professional Services7 ratings
- 9.5Contract Terms and Pricing Model21 ratings
- 8.2Zoho CRM Scalability70 ratings
Reviews
(26-50 of 294)Bring more customer engagements with your business
- Easy to use cloud-based CRM.
- Manage leads, contacts, accounts, activities, deals, and reports from a single application suite.
- Offers a free version and paid version starting just from $14 per month.
- Suitable for small to enterprise level businesses.
- Zoho CRM is a software as a service product that you can't host on your private server.
- User experience needs improvement to make it more faster to use.
Great start but falls away as you want more
- Basic Sales Process
- Regular updates
- It's relatively open to user suggestions
- Generally customisable
- Better communication for updates
- Published roadmaps for updates
- Less reliance on script writing for some relatively simple customisations
Efficient and impactful Sales funnel management tool.
- Lead Management
- Customer Relationship Management
- Sales funnel reporting
- Reporting
- Integration with lead magnets
- Ease of New user understanding of the system.
Try Zoho for ease of use and ease of reporting
- Tracks records through business lifecycle
- It's easy to create, run, and export reports
- Fairly easy to redesign and customize
- Can't create a requirement when moving a record FROM a stage, only TO
- Can't customize extra sections at bottom of layout (Quotes, Sales Orders, Invoices, etc)
- Not easy to review accounts by hierarchy/parent
Boho Zoho - Save Money & Increase Efficiency with this CRM
- keep our teams organized
- communicate with our retailer partners
- efficiently run automations in the background so our team members can focus on larger projects
- it isn't the prettiest CRM software so could use some splash of color/more creative customization
- we're currently unable to bulk upload attachments (like PDFs) this would be a game changer
- weekly scheduled reports don't always get delivered to our inboxes so it would be great if the the gmail configurations were kept more up to date
it's also helpful for setting up automations - you can link Zoho to other applications like Gmail/G-suite and Slack which helps our team get out of doing busy work to focus on larger projects that take more priority
another really cool feature is being able to connect different modules together so multiple teams can access info where they need it and helps us maintain efficiency as a entire organization
Zoho CRM: The beginner's CRM
- Custom designing of flows
- Integration with many sales related tools
- Analytics
- Wider integration like Salesforce
- Better user management if having access to other Zoho apps
Zoho...wonderful experience
- providing updates on the status of my reimbursement
- taking digital copies of receipts using mobile phone
- automated calculations of all expenses
- the scanning of photos does not work when used as automatic
- the 2 factor authentication is a nightmare when you forget your password
- had a hard time to change my mobile number listed on my account
Zoho for Zoho.
- Management of client information.
- Easy to deploy across departments.
- Integrates best with other Zoho products.
- UI is not very intuitive.
- A bit difficult to learn.
Great product!
- 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.
Small Business Review of Zoho CRM.
- 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).
Zoho CRM: Useful from day one and easy to expand.
- Custom fields and formulas.
- Easy to design custom reports.
- Nice analytics complement with visualizations.
- Advanced rules dependent on field values.
Does the basic job pretty well - as long as your requirements are simple, this will very well fit in
- Basic record keeping
- Some level of automation
- Dashboards are relevant
- Automation can become more modern and intuitive
- AI tools can become more accurate. We have turned that on, but it seems very distant from actual outcomes
- Updating and fetching records at scale is a problem
But as you scale you will come across different needs like automation / AI / data analysis where Zoho CRM is not the best and the most intuitive.
All in one solution that delivers on its premise.
- 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.
Zoho is a very Powerful tool that has helped me automate multiple daily reporting tasks!
This also helps us identify prospects for upsell cross sell based on their payment status.
i am regularly Reporting and Analytics to make reports for the management and also activity monitoring . I have also integrated it with a telephony tool to keep a track of daily calls, average duration of calls etc.
- Reporting Interface can be shared to multiple admins , easy of access
- concurrent view of the same report at the same time without glitches
- Views created saves time so that every time filter doesn't have to be applied
- Use of formulas is one area which is tricky
- Blueprint is a powerful tool, need to have multiple sample blueprint in the system
- Tracking deal stage movement isn't precise
A large teams performance dashboard can be presented on the zoho interface rather than excel or google sheets which is very handy tool.
Less appropriate:
Need to have more chart design options, playing with formatting of chart area, plot area, legend etc . We can also look at exploring forecasting capabilities with the charts like how it is in PowerBI and Excel.
Great for Small Businesses
- User Friendly
- Modern, simple design
- Customization
- Report details need more options when pulling any type of report
- Custom emails need to have a bit more options
- Ability to send more than 500 emails at a time
Zoho Sales Handbook
- Increased conversion of Qualified Leads
- Increased sales productivity and effectiveness
- Better forecast and pipeline visibility
- Measurable ROI from lead generation program
- Better alignment of sales and response efforts
- Integration with other platforms
Good Product that we do not use to its fullest potential
- 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
On a less useful side, as we currently have the CRM setup, we have a difficult time creating an opportunity view of all current quotes.
Ease with process for integration
- Connections
- Community
- Support
- Data Adaption
- Shuffling sometimes incorrect
- Authentication process
Zoho CRM Piece of Cake
- 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.
Zoho CRM to Improve Sales
Also it greatly help us aling sales.
- Lead Nurturing
- Cost Effective
- Integration Options
- Report Export
- Campaigns based on filters
Before ZOHO CRM we use to manage things on excel which takes lots of manual effort.
Zoho CRM helped us manage leads very well and let us emphasis on campaigns that are working for us and also helped us know
campaigns that are not working. Overall we are very much satisfied with the Zoho CRM
Rich in functionality, loads of integrations
- Improves interaction with customers
- Helps to create framework to make things easy for sales rep
- API support, easy to integrate other tools to share data
- Had a lot of issues while creating the framework, it would be awesome if they can share some pre-insights to improve the procedures.
- Improvement of UI/UX
- More API options
Zoho CRM is simple and easy
- Sales funnel management
- Forms
- Easy to use
- Keeping data in all one place
- You can only have one email attached to a form. This means that I have to go elsewhere to create a full drip campaign.
- Reporting leaves a lot to be desired. It is difficult to set up reports exactly how we want them.
- There are some things that aren't allowed to be customized that definitely should be
- Support means well, but they rarely can help
Great CRM that integrates well with other Zoho products!
- The integration with Zoho Campaigns and Zoho Desk is fantastic. It is really easy to access data from Zoho CRM for both support and marketing-related purposes by using the integrations.
- It is also really easy to set up follow ups with leads you are in conversation with.
- There is a high degree of automation that is also built into the system that our sales team uses frequently. Email and reminders are well integrated into Zoho CRM.
- We like that we can pay based on the number of seats we need and increase or decrease that whenever we want to add or remove new users.
- Being able to define the roles and access level of each user we add into Zoho CRM is a really useful feature.
- It is a complicated software to learn to use. It took our team a fair bit of time to get proficient with this.
- Their knowledge base wasn't really that good when we had a few "how-to" issues crop up. But their support team was fantastic and very helpful.
An Excellent tool for Marketing and sales
- Lead management.
- Sales management.
- Market research.
- Data monitoring.
- Data collection.
- Marketing.
- Email marketing.
- data analysis
- data interpretation
- market survey
- lead generation
- feedback analysis
- Call centre management.
- Integration of different business vertical.
- Use of big data.
Zoho CRM - Don't delay, start sooner than later. If you are searching for CRM options, Zoho can get you up and running with excellent support.
- flexible formats and fields
- mass email analytics
- support new users with quick answers to questions
- custom number of page count on leads tab / not limit to 100
- create filtered list in leads from mass email report
- create spreadsheet/tables in note section in account note fields
- allow more than 4 web forms
- allow two emails per user