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 …
Starting at $14 per month
View PricingOverview
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
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 (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
Features
Return to navigation
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
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
Compare with
Reviews and Ratings
(931)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
(76-100 of 297)Companies can't remove reviews or game the system. Here's why
The tool helps us manage our lead generation and Sales pipeline in its entirety.
- Lead management.
- Reporting.
- Dashboards.
- Customization of reports.
- Reports need to connect multiple modules.
- Dashboard does not have many options to depict graphs and compare 2 reports.
June 01, 2022
Leads manager
Score 6 out of 10
Vetted Review
Verified User
We use Zoho CRM for Leads management and sales funnel monitoring. It helped us in effectively managing sales pipeline by providing us with different features/ stages. Leads management and data management was made easy due to the presence of various funnels like qualified leads, meeting, proposals, negotiation, deal closure or lost. It is an effective way of data management and funnel management for salespeople across large and mid-size organizations.
- Funnel management - presence of various funnels through which you may figure out which lead is in which state.
- Lead analytics - helps you in figuring out your sales cycle.
- Reports - customized report formulations are possible.
- One has to open each and every lead individually if they want to read notes or comments.
- Comment date is not available.
- Login process is difficult.
- Deal trackage is difficult.
May 19, 2022
Wanna Scale Up? - Let's Zoho CRM
Score 9 out of 10
Vetted Review
Verified User
Zoho CRM makes the entire Lead to Sale conversion easier with such mapped and comprehensive data. Easy customizations, reporting structure everything else is just an add-on. By far have used Salesforce as well, though Zoho CRM is the best of all.
- Reporting
- Data storage
- Customization
- Sales IQ
- User Management
- Automation
- Automation
- Workflows and analytics
- Single place for all sales need
May 18, 2022
Customizeable and Cost Effective
We utilize Zoho CRM as part of the larger Zoho One suite of services. It is a highly customizable platform that allows you to capture the data you want and cut out all of the "fluff" that you don't want (but comes with nearly every CRM). In addition, the larger Zoho One ecosystem gives an immense value, including CRM, social media management, calendar scheduling, webinar hosting, invoicing, online chat, and 20+ other SaaS solutions together for the same cost as a typical CRM.
- Capacity to customize
- Integration across 3rd party providers
- Bundled solution
- Sync across Zoho platforms can be slow
- Too many support tickets need to be escalated rather than fixed on the spot
May 13, 2022
Zoho: a highly recommended CRM solution for all!
CRM for the whole group; creating a database of prospects, opportunities and customers. The product in question addresses GDPR concerns as well as logs customer/client opt-ins/outs etc. Extremely user friendly and access to ongoing support
- Intuitive design for sales journey
- Customer mapping and automation
- GDPR compliance and rule setting
- Automation options could be more straightforward for new users
- A link to organisations' websites to access visitor info would be be useful
- A more simplified call/meeting logging system with less mandatory inputs
We were looking for an end-to-end solution to
support and/or replace our legacy systems, streamline processes, and
prepare for the future. There are many options available in the market but preferred one vendor instead of a multitude of apps that had to be connected through automation that would
likely break at the most inopportune times. We were also looking for a product that allowed us to match
our tried-and-true processes instead of forcing us into other ways of doing
business that would increase training time and decrease adoption and usability. Our goal was to
automate the sales process that would automatically flow into a defined project management system to track over 25,000 projects per year through to billing and automatic payments once the
project was reviewed and completed.
- Fields and modules are very customizable allowing for significant growth and tracking.
- Excellent integration between apps.
- Pricing is very good.
- Daily and hourly limits on API calls force workarounds.
- Limits on field types and number of emails that can be sent each day don't line up with enterprise needs.
- Insufficient documentation at every level of the product.
April 26, 2022
CRM Software Without Compromise
At Renu, we use Zoho CRM for our Marketing and Sales management. We primarily use the Leads, Accounts, Contacts, and Deals modules. We have to sever API connections to 3rd party lead generation organizations and our website. Having these connections allows for the flow and access of the customer data, at the same time keeping the accuracy of the data strong. There are over one hundred workflows set up to send automated emails, text messages, and field updates. Having these automations have allowed us to scale our business while keeping the headcount lower which has helped us drive profitability. Additionally, customer support has been paramount as we continue to evolve our business and needs arise that we have to reach out to them. There is always someone friendly and helpful when speaking on the phone or over the chat. They look for solutions and have a solid understanding of their product's capabilities. We have looked at other CRM software, we decided to go with Zoho CRM because of their focus and dedication to improving and enhancing their product so that over time it becomes more user-friendly and powerful. It's a tool that will grow and scale along with us.
- Workflows that include functions, webhooks, field updates and notifications
- API integrations with 3rd party software as well as other Zoho products
- Customizations to look and feel of canvas layouts
- Reporting and dashboards make it easy to interpret the data
- More API syncing with custom modules
- A trouble tickets portal to keep track of the requests made to assistance because when there are several it can be difficult to keep up with managing the different case numbers.
- Continued improvements to the mobile app so it's closer to the web browser functionality
We use Zoho CRM for all our client needs including proposals. CRM is a great tool to keep everything organized and efficient. We use a lot of workflows with many other applications to systemize many tasks.
- Keeps all our clients information organized
- Many integrations are available to make our jobs easier
- Very helpful for our sales team
- It would be great if there were more sorting options with the columns
- Creating a work flow is difficult unless you have lots of programming experience
- I would be nice if the email creating process was more user-friendly
Our client used Excel to manage their members (organizations) and their respective statuses for many years. They wanted to track all active members, prospects, as well as expired members and what type of membership each of them is. They also wanted to keep track of the users and their contacts for each member.
- Has a variety of features
- Fields are all customizable and is pretty flexible
- The admin UX (the interface that allows us to customize the fields, and configuration of the CRM) is pretty old school, from the stone age. It's also very slow.
- They market them to be able to integrate with many 3rd party applications. But the integrations are not detailed enough and lack customization there. It wouldn't close the loop for us to fully integrate it with our client's website.
April 23, 2022
Zoho CRM review
We are using for one user and it keeps the data updated with reminders, tasks, etc.
- Zoho CRM keeps the data in place for the users.
- We are able to see reports, the progress reports, leads/potentials to work on on priority.
- A great option get rid of Spreadsheets to manage customers' data.
- Sometimes it takes too much time to load.
April 22, 2022
GREAT BANG FOR THE BUCK AND SCALABLE
Cheap, effective CRM with tons of add-ons. We also use Zoho Campaigns in tandem. Also easy, cheap, and effective. Good reporting integration even at lower package levels.
- Reporting
- Customer Support
- Custom Fields
- CRM Forms has many deficiencies
- Sequences are a bit clunky
- Going from Campaigns into CRM
April 22, 2022
Affordable CRM that does the job
We use Zoho CRM for managing all our contacts - mainly sales contacts, and we also manage our website users. We are also using Zoho CRM to manage our order processing pipeline.
- Pipelines
- Customization and flexibility
- organization
- Tasks can be made better with descriptions and commenting like Clickup for example
- Contact records, Sales orders, Accounts, etc - these modules should have a commenting feature more like conversations on chat
- Zoho support in general is not great, so that definitely needs improving
April 22, 2022
CRM
We use it on a daily basis to put information about companies and the people that work for them.
- Easy to use
- Very organized
- Helps you finish task
- Do not have one at the moment
April 22, 2022
A Beginner's Perspective of Zoho CRM
I mainly use Zoho CRM for user account management. Pairing this with the email utility really creates a smooth workflow for my business. It makes organization of roles very simple and ensures people are not bombarded with things unrelated to their job.
- Email works flawlessly. I have never had a problem with the service.
- Managing user accounts is super simple and straightforward.
- The initial interface is quite overwhelming for someone just getting started with CRM
We are still in the implementation phases. We use Zoho CRM and Projects currently for small sales. Having a single pane of glass to review not just revenue forecasting, but also view our in flight orders. This has helped tremendously with interdepartmental communication gaps.
- Forecasting.
- Defining processes.
- Pre and Post sales communications with customers.
- A lot of customization by an outside developer is needed to make CRM truly functional.
- Technical support can be limited at times.
- Better explanation and support on integrating Zoho applications.
April 22, 2022
Zoho - a mixed bag of "awesome" and "Oh my gosh!"
We use it to manage everything from our marketing efforts, to our sales pipeline, to our client relationships.<br>It is an end-to-end pipeline for us.
- I love the flexibility of the modules.
- We have built out a bunch of custom workflows to manage our sales to service turnover.
- I like the customization options.
- The marketing hub was not built by a marketer. There is VERY little campaign management and very few useful analytics and campaign metrics.
- The report functionality could be more robust. It gets really frustrating trying to collate information between modules.
April 22, 2022
Great Product for the Price
It's easy to use and a great option for the price.
- Notes
- Calls
- Tasks
- New customer input
- Support
- Reporting
- Customization options
April 21, 2022
Zoho CRM Review
We use Zoho CRM as our ticketing system, onboarding, off-boarding workflows, and answering a high volume of customer requests.
- Workflows
- Customization
- Excellent customer support.
- UI
- Opening different documents within the system.
April 21, 2022
Gets the job done, and is right for the price.
We use Zoho CRM within our team sales department to manage incoming leads, assign tasks, and ensure customers are followed up with. We get different lead types and have sales reps in different parts of the country, so having everything on one system makes communication and reporting easier.
- Automation templates.
- Ease of form building.
- Filtering options are easy to navigate.
- Round robin features are not at all intuitive and we needed to buy a plug in.
- Most automation steps require a ton of research to implement.
- No direct integration with our ERP system.
April 21, 2022
The little horse that could
Zoho CRM has proven itself as an invaluable tool. Our marketing and sales team have all the information available to them when they need it. Since we have the Zoho One platform we are able to automate and integrate our systems with ease.
- Easily build custom forms.
- Custom scripting.
- Never down.
- Difficult contact sharing with peers.
- Scripting help lacking.
- Documentation examples weak.
April 21, 2022
Average Experience
Our organization uses Zoho CRM to organize and track all of our clients' information. We use the task features to ensure prompt follow-up. We've run into some troubles with lead imports from various 3rd party apps, like Shopify, and have been manually importing them which wastes a lot of time. There also doesn't seem to be a way to configure IMAP settings for shared mailboxes, which is a shame.
- Activities
- Easy to navigate
- Customizable
- IMAP for shared mailboxes.
- More tools for lead importing.
- Ability to auto pull information from Contact when creating a deal.
April 21, 2022
Zoho - very user friendly
We use CRM for account management. Creator for ERP. Inventory and Books. Campaigns.
The CRM helps the whole team communicate more effectively. We have many custom modules and it helps keep accounts organized.
The CRM helps the whole team communicate more effectively. We have many custom modules and it helps keep accounts organized.
- Linking accounts to custom fields.
- Mass update is particularly helpful.
- Good storage for data.
- Great incorporation with Gmail and calendar.
- Very customizable.
- Tasks are hard to follow. Not a good layout.
- Sometimes tasks disappear
- Zoho also crashes frequently, though comes back up after notifying customer service
- File storage is minimal
April 21, 2022
Good solid product that requires little support
Easy to use system for end-users who do not use the software every day.
- Easy to develop new forms.
- Easy user interface for end users who only use product occasionally.
- Pricing for Education institutions. We are a K-12 school and it is getting harder to get approved for the price
April 21, 2022
Awesome CRM Value for Mid-Size Businesses
We use Zoho CRM to manage our customer and vendor data, market to our customers, and integrate this data with other applications such as Zoho Projects and Zoho Books.
- Integrates with Marketing Campaign Software.
- Sales lifecycle management.
- Flexibility - different views and reports.
- Integrates with other Zoho apps.
- UI could be improved.
April 21, 2022
Powerful CRM tool with lots of customization options, integrations, and regular updates.
Zoho is being utilized across our entire organization.
- Forms.
- Customer relationship management.
- Desk.
- Zoho People UI could be improved.
- Ability to deduplicate records across all modules in CRM as well as other applications.
- Zoho Projects, while powerful could also use some UI improvements.