Zoho - not for the non-tech user
We used it to track the effectiveness of our sales staff. They generated weekly reports, which were sent to management. In our experience, …
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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How Zoho CRM Differs From Its Competitors
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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
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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 highest, with a score of 8.4.
The most common users of Zoho CRM are from Small Businesses (1-50 employees).
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Reviews and Ratings
(930)Attribute Ratings
- 4.5Likelihood to Renew
- 8.2Availability
- 8.2Performance
- 8.3Usability
- 6.3Support Rating
- 5.7Online Training
- 8In-Person Training
- 4.9Implementation Rating
- 8.1Configurability
- 6.4Product Scalability
- 5.1Ease of integration
- 8.9Vendor pre-sale
- 8.5Vendor post-sale
- 8.3Professional Services
- 9.5Contract Terms and Pricing Model
- 8.2Zoho CRM Scalability
Reviews
(1-25 of 297)Companies can't remove reviews or game the system. Here's why
May 07, 2024
Zoho - not for the non-tech user
We used it to track the effectiveness of our sales staff. They generated weekly reports, which were sent to management. In our experience, it was too hard to use for our staff, in part because they never embraced it but also in that it was complex. The features were powerful and deep, far deeper than they were willing to use. The phone app was unreliable in logging calls. Some calls from customers or leads were logged, some were not. We could never figure out why. [I feel that ] support wasn't helpful, and we eventually gave up.
- Lead and customer activity tracking
- Reporting
- Email integration
- Reporting was powerful, but difficult for the average user to configure
- The phone app was poor
- Small thing, but after a week or so of non-use the web interface login screen would change to a general Zoho screen, which confused our users.
May 07, 2024
Great start but falls away as you want more
Zoho CRM is currently used to help coordinate our service sales processes, from marketing through deal creation and onto the eventual sale. It is also planned to incorporate our accounting processes to give a "cradle to grave" service for our sales and finance teams. We also run a small e-retail store that uses the CRM add-on Zoho Inventory for its own product sales and inventory management.
- 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
May 07, 2024
Zoho CRM
Score 9 out of 10
Vetted Review
Verified User
I will create a lead in Zoho CRM like what we collected and we use it for follow-up activities like calls, Meetings and also email when to send and follow-up without missing any lead . Using this we can easily allocate the lead for sales team without any miss we can regularly follow-up
- We can Maintain the promising lead
- We can Regularly make Follow-up of Lead about Meeting and Calls everything
- We can Easily check Which lead can Won the project for company also we can Delete Unwanted Lead
- Also create a Report for Regular Work
- I think Zoho need Reduce Pricing Little bit is good for regular users
May 07, 2024
Value for money and best customer support
We used Zoho CRM to manage the forms, data, inventory, invoices, books, payment integrations, and for email marketing
- Inventory Management
- Email Marketing
- Forms
- Surveys
- Support is best, they go even beyond the limits to help their client
- Partial Form Entries
- Sometimes Zoho CRM makes confused with their activities like simple things, creating reminders
May 06, 2024
Great product
Our company uses Zoho CRM for lead management. We have various leads and properties we manage in multiple markets which Zoho CRM allows us to manage. The interface is extremely easy to use and very customizable. Zoho makes managing other users seamless while assigning them tasks and follow ups. Without this software there is no way we would be able keep track of all of our leads.
- Assign users tasks
- Organize leads with customizable fields
- Sort by relevant fields to reach the correct leads
- Zoho is extremely customizable but a bit confusing how to make certain changes.
- Customer service has not been able to figure out a few issues.
- Informing consumers when the product is experiencing issues.
May 06, 2024
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
May 06, 2024
Zoho CRM / Go Cloud easier
Score 8 out of 10
Vetted Review
Verified User
Zoho CRM is an ally to our operation, since it solves most of the common issues with other Onpremise CRM's, regarding database and communication data sync, between our teammates in the organization to always have realtime information about our customers, focusing on real KPM metrics for a perfect cloudstorm and sharing better communication in the organization.
- Data management.
- Metrics.
- Easy of use.
- Integration capabilities.
- Translations
- Mobile app / mobile url access
- Scalability
- API support.
- Local tech support.
- Local help documentation.
- Local community forums
May 06, 2024
It's okay
We utilize Zoho CRM for contact management and some sales order information. This has addressed our needs for having a contact management system. We also use it for campaign management.
- Keeps contact information
- Allows customization
- Associates accounts and contacts
- Design and layout are meh
- Lacking a lot of features other CRM utilities normally have
- User management - Roles, profiles, etc. All of these are pretty bad.
May 06, 2024
High Marks for Zoho
We use CRM as our partner management software. Whenever we're cultivating leads for our product, we enter them into the CRM, set up follow-up tasks, track our proposals and contracts. Before the CRM, we all had our own way of documenting and following up with partners, and now we have a streamlined, centralized place to put information and look for information.
- Keep notes centralized in one place
- Helps us see the big picture of everyone's tasks in the system
- Helps us filter leads via tags for follow up
- We tried looking into Zoho Projects for project management, but it was too cumbersome and didn't seem very flexible--we turned to Trello for that need.
- I'd like an easier way to customized it a bit, but always had to involve someone from Zoho who sounds like they were from India, and the language barrier and strong accent was hard to understand and communicate what I needed.
- There are so many features in Zoho, almost wish there was a way to hide those options we're not using at the moment.
We use Zoho CRM to keep track of our Leads and clients. Our Sales team uses it to track their leads and to schedule follow-ups with their leads, set up calls, emails, etc. Our support team uses this to work with existing clients. We also integrate this with a few other tools in the Zoho Suite. Both Zoho Desk and Zoho Campaigns work really well with it. For the support team, being able to create tickets and manage our clients across Zoho Desk and CRM makes things really easy. Our marketing team also sets up email campaigns through Zoho Campaigns and CRM integration.
- 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.
May 01, 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.
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
December 30, 2023
Zoho CRM: Transforming Leads into Gold - or Let's make a DEAL
Zoho CRM is used by our Sales team, both internal and external, to track contacts and communications to and from customers and potential customers. We heavily utilize the Leads and Deals and also use it for quoting.
Prior to Zoho CRM, it was a challenge to keep our global sales force on target since they all had their own tools. Now that we have implemented CRM, it has helped us as a team and improved our focus.
Prior to Zoho CRM, it was a challenge to keep our global sales force on target since they all had their own tools. Now that we have implemented CRM, it has helped us as a team and improved our focus.
- Zoho CRM does a good job with handling leads and then passing on those leads to the appropriate team.
- Zoho CRM allows us to specify multiple price lists so it makes quoting more efficient since the whole company uses the same tool and it accounts for differences in geolocation and customer type.
- The tracking of potential sales opportunities using Zoho CRM's Deals module provides the sales team the ability to estimate the likelihood of closing the sale and also provides a visual way to see the deals for the region or company. This gives us better tools for forecasting.
- Zoho CRM does not give us the granularity we desire for restricting access or segmenting accounts to territories or sales reps. While we can easily assign accounts / Leads / contacts to a sales person, we don't have the ability to restrict others from viewing their data.
- Zoho CRM support is not always as responsive as we wish them to be.
- Lack of license granularity. There are some areas where the number of templates or other licensed items are less than we desire, but there is no option to increase this without moving to the next license level, which we do not want to do.
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 08, 2023
Great All in One CRM Suite for Small and Mid Size Businesses
Primary tool for Sales Org for tracking and managing the opp and sales . Pretty good one for small to mid size companies
- Contact management
- Plugin
- API
- CPQ
- Better integration with other Zoho tools
- Zoho Sign
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 06, 2023
A perfectly rounded CRM tool
Zoho CRM is used by us to streamline our customer data. It helps us understand and analyse our day-to-day customer data. We like it especially because of how easy it is to use and how easy the learning curve is. It is also very versatile as we never had any issues incorporating and using the data across multiple applications and platform.
- Zoho CRM has easy data base management for our data
- Zoho CRM let's us export the data in different extensions to use with other programs
- It's minimalistic look and easy to use interface is also a very good quality
- It is an expensive application and could use a little offers or discounts
- It takes time and feels generally slow and sluggish sometimes
- The backend and setup require fairly high technical skills in order to do it.