Keep your company organized with this powerful CRM
We use this Zoho CRM to make it easy to follow up with customers. With all the necessary integrations, we have the possibility to handle …
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
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 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
- 6.5Likelihood to Renew
- 9.2Availability
- 7.7Performance
- 8.5Usability
- 6.3Support Rating
- 6.5Online Training
- 8In-Person Training
- 6Implementation Rating
- 8.1Configurability
- 7.7Product Scalability
- 6Ease of integration
- 9.2Vendor pre-sale
- 8.7Vendor post-sale
- 8.3Professional Services
- 9.5Contract Terms and Pricing Model
- 8.2Zoho CRM Scalability
Reviews
(51-75 of 297)Companies can't remove reviews or game the system. Here's why
November 28, 2022
Does the basic job pretty well - as long as your requirements are simple, this will very well fit in
We use it as a platform to house information of our leads and then gradually work them through until they pay and sign up for our SaaS platform. Marketing team runs different campaigns and gets us leads in the CRM. BDRs would pick up each of them as well as do some direct targeting themselves and then do the qualification. BDMs would then do the demo and close deals.
- 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
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
Great for Small Businesses
We use Zoho CRM for both account management and recruiting for different healthcare positions in the Home Health field. We have multiple users at our location working on building our clientele base to ensure future prospective clients including those past interested in our services. During the pandemic we found ourselves in need of more staff, so we began to build a data base with people who have applied or expressed interest in our positions. It has help us build a strong staff over the three years of using Zoho.
- 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
November 22, 2022
Zoho Sales Handbook
Lead tracking, Revenue pipeline, sales integration, crm Measurable ROI from lead generation program Increased conversion of Qualified Lead Increased sales productivity effectiveness Shortened Sales Cycle Better forecast pipeline visibility Better alignment of sales and response efforts
Measurable Outcomes for sales lifecycle Objectives to measure performance for sales and technology teams for response rates against defined SLAs
- 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
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 14, 2022
Ease with process for integration
One of the best platforms together information for the customer information and data related to the specific to the relevant options in order to provide specific scenario as per the requirements also providing the best benefits in order to give the specific position as compared to any other platform it is very simple and secure one.
- Connections
- Community
- Support
- Data Adaption
- Shuffling sometimes incorrect
- Authentication process
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.
November 11, 2022
Zoho CRM to Improve Sales
We use zoho crm to collect leads from different sources. It helps us know which is the best source for lead generation.
Also it greatly help us aling sales.
Also it greatly help us aling sales.
- Lead Nurturing
- Cost Effective
- Integration Options
- Report Export
- Campaigns based on filters
November 09, 2022
Rich in functionality, loads of integrations
We used Zoho CRM, one of the most used software from Zoho One pool. The best part of this CRM is the integration of other Zoho tools, so it's pretty easy to add things when necessary. It also has a feature to design the whole framework, so you can simplify the work process. We used most of the tools like billing, projects, social etc. so it's easy to add our latest projects and marketing decks from our repository while giving a presentation to any customers, or if someone asks for a sample it's too easy to forward it the same. Zoho CRM will give you a wide range of functionality and freedom. You have to edit it as per your choice.
- 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
November 09, 2022
Zoho CRM is simple and easy
We use Zoho CRM to keep our leads and customers organized. We know where our leads are at in the sales process and store all our data on them in the CRM. We also use some automation through Zoho, including forms on our website for lead generation. This assists in the overall sales process and keeps us organized.
- 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
November 09, 2022
An Excellent tool for Marketing and sales
It helps in monitoring of various processes across organizations. From collecting customer data to monitoring it and using it for sales and market research Zoho CRM is very useful. It is an excellent tool to run your business on the internet with functions and features helpful for improving sales figures and performance. It helps in lead generation and the development of quality leads. It also gives 360 feedback and analysis about customer experience and opinion making it a very robust tool
- 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.
November 08, 2022
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.
We use Zoho CRM to gather and manage all prospects, including communications, campaigns, and tasks. We also have built web forms to collect customer information when interested parties want more info, want to enter a contest, or join a mailing list. The Zoho web forms are easy and intuitive. They also send an Auto response to confirm that a visitor's info has been received and being processed.
- 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
November 07, 2022
Zoho Review
Score 8 out of 10
Vetted Review
Verified User
I use Zoho CRM on a day to day basis in my company. It is pretty much useful in creating and managing leads regularly along with deals and accounts. I like the way Zoho enriches additional information while creating a lead or an account. Also, reports in Zoho helps track various data on a daily basis. Workflow rules help in automating various automations as well.
- Enrichment of additional information of leads and accounts
- Creation and scheduling of reports
- Automation of processes using Workflow rules
- Integrating CRM forms to be used in Marketing Plus
- Forecasts module looks a bit complex to maintain
- Inability to create forecasts with different currencies
- Territory management should be more easier to work
November 07, 2022
An ever expanding buffet of functionality is available to us at a ridiculously low price
We initially started out looking for our first corporate CRM package to begin replacing all of the many in-house tracking and reporting functions created within each siloed department using primarily Google apps and MS Office apps. After bringing up CRM we saw both effective and efficient possibilities by becoming a Zoho One customer and planned steady migration in that direction. As each department began taking advantage of CRM automations as key way to improve our processes it became a no-brainer to become and enterprise Zoho customer and start taking advantage of the inherent interoptability with other Zoho applications. We are a relatively small company (~50 employees) and currently use (to varying degree) over 20 Zoho apps in conjunction with CRM.
- Provide a shared single source of Customer information (classic CRM)
- Allow us to easily create automations relevant to each department's functionality
- CRM allowed us to bring up each department separately using in-house designed views with easily created logic functionality applied to fields within each view
- Build custom reports and dashboards starting with supplied off the shelf examples
- First level support suffers from cultural context issues-- instead of trying to understand the customer's issue(s), they seem more motivated to close a ticket with canned responses
- Documentation is not consistent and often does not match the current implementation of the software
- Producing attractive custom views with more aesthetics and visual cues requires the use of an additional (though included for free in Zoho One) software application
Besides Customer contacts, we use it as an operational hub.
- Fliexibility
- Ease of Use
- Extendible
- Filtering Records by their related fields.
- Dynamic Formula Fields. You have to edit the record to regenerate the formula. Example: Age field will not automatically update unless you edit & save the record.
- Dynamic Homepage Dashboard. You must manually reload the dashboard to get up-to-date data.
- Faster Sync with Zoho Analytics. It's currently on a 3 hour cycle.
- Better integration with Zoho Finance Suite. Lots of small issues here and I feel that they have room for tons of improvement.
- Subforms are not available within email templates.
- The editing of subforms is not currently possible while using their Canvas Feature.
- Address fields on Quotes have a "Copy Billing to Shipping" feature but if you add a second street address or a company name field, these fields will not copy across. This is a bug I believe that has existed for 10 years.
August 24, 2022
The life is easier with Zoho...
Score 9 out of 10
Vetted Review
Verified User
We use Zoho on CRM and Sales Management of our business process. The useful point is to make easier following up processes and minimize the mistake risks.
- Self-Improvement
- Sensitivity about customer requests
- Innovative
- Need to improve some of support service processes due to standard quick replies without read and understand exactly.
- CRM mobile application improvement. It's quite at back of web version
- Zoho Page Sense platform is available to follow up your website analytics and create a pop up campaigns on website but you can't create automatic lead on your Zoho CRM as connected with Zoho Page Sense pop up campaign. Only way is downloading CSV file to collect your lead... That's quite interesting.
July 31, 2022
Zoho CRM Review
We use Zoho CRM in three different countries we have a presence and it's used for various departments, like Sales, Marketing, and Customer Service. To our Sales Teams, it's very important to follow all their negotiations with several customers. The actual problem with Zoho CRM is it can't be easily integrated with our ERP system; we use SAP ERP EHP6.0, so the information about our customers is not consistent. Another problem is how easily users can duplicate information about customers and contacts and this affects the post-analysis of information. Our scope of use case is to have a complete integration between Marketing, Sales, and Customer Service. We try to generate Leads from our campaigns and after that our Sales Team follows the leads and makes a customer journey so our Customer Service can execute some surveys. Sometimes, the surveys are outbound to increment in the number of responses. Finally, all the information is analyzed to enhance the effectiveness of campaigns and sales procedures.
- User-friendly
- Good technical support
- Flexibility and personalization
- User administration without a subscription to Zoho Directory
- Integrations sometimes deactivates automatically
- Possibility to have some DEV tenant to not make changes on Productive
July 17, 2022
Zoho CRM review
Prior to using Zoho CRM, we had to manually reach out to a very large number of people at first. Then, after observing the range of options offered by Zoho CRM, we made the decision to employ them. it's super useful and helpful for me that lacked advanced knowledge in CRM tools. I liked how user-friendly the tool is and I would recommend this CRM to anyone who is looking for a quick and easy way to address his challenges in the organization.
- Mass email
- Accurate opened/click rate
- Analytics
- within the timeline
- workflow automations
- APY
June 30, 2022
powerhouse product, tough to set up
Score 5 out of 10
Vetted Review
Verified User
I was looking for something to simplify my communication with leads and clients. I found Zoho CRM to be a very powerful piece of software, but it has its limitations, yet it's features are quite unmatched. it ties into all the other zoho pieces of software which makes a nice seamless system
- track leads
- communicate place inthe sales funnel
- everything is at the tip of your fingers
- too many features, very gard to get started
- overwhelming for a single owner startup
- may need an implementor, which is costly, to help
Score 9 out of 10
Vetted Review
Verified User
Using Zoho CRM for salary management , employee management, also for other human resource management things, can create custom objects and it is very user-friendly as it is having a very good GUI.
- Salary management.
- Team structure management.
- Human resource management.
- Leave management.
- Cost.
- Response time.
We use Zoho CRM to keep track of rehab projects, clients and potential clients we work with. It's also just become my white pages. It's been able to keep all the contact info and updates about people and projects in one place.
- Contact list
- Project management
- Integrates well to my cellphone
- Has helped me get through my daily tasks
- The mobile app could be a little more robust
- Reminders on my phone don't always work
- Onboarding others is sometimes a little difficult
June 22, 2022
Great CRM at a great cost
Score 9 out of 10
Vetted Review
Verified User
We use Zoho CRM to manage our customer database between our corporate location as well as our company-owned installation branches. It has helped us manage thousands of leads a year across the country. We use it to keep customer information, set appointments, schedule follow-ups, create proposals, send proposals, as well as manage customer accounts. Having this all in one place has allowed our sales team as well as our management team to keep better track of our pipeline, sales, as well as performance across the country. This allows us to increase sales, closing rates, as well as revenue.
- Customer database management.
- Creating & sending proposals.
- Creating sales reports.
- The system takes a few days to get used to.
- More customization.
June 17, 2022
Zoho CRM True Review
Customisation, implementations and integration of Zoho application I am looking. Zoho's applications integrate with third-party applications, WhatsApp and SMS. Module and field automation are setup for team. Zoho CRM is fully customizable between other third-party applications and other applications.
- Sales process.
- Easy to use.
- Automation.
- Easy integration.
- User interface.
- Reports.
- Dashboards.
We use Zoho CRM for day to day sales and marketing efforts. We organize phone and email marketing plans within Zoho and then execute them within Zoho as well using different plug ins.
- Importing Data
- Exporting Data
- Custom Page Layout Modifications
- Custom Field Layout Modifications
- Creating Dashboards
- Integration with various phone software.
- Creating better visibility for active campaigns.
- Make it simpler to modify pages and fields within the page module.
June 17, 2022
Zoho's flexibility and customization allowed our organization to pivot and meet new needs.
We needed a CRM that was fully customizable. Instead of using the CRM to bring in income, we have actually built it to disperse rental assistance in our area. I demoed many products and Zoho came in on top with its customizability and API integrations.
- API for moving data in and out
- User friendliness
- Flexibility and Customizations
- Reporting was lacking for our specific needs however their API made using other solutions possible.
- Support could be quicker to respond.
- Documentation around API needs improvement.