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 for a Nonprofit
It's okay
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
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!
How Zoho CRM Differs From Its Competitors
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
As mentioned previously, Zoho CRM has greatly …
Return on Investment
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
2. Maintenance of customer records: Allows us to log all customer data including purchase orders, MSA, and feature requests in one place such that it is easy to access …
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
1. Customers were being left alone when they didn't responded to the first time
2. Customers were not being followed through if they failed to answer our questionnaire
3. Customers were not leaving reviews on our site …
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Time management, Project Management,Billing ,Invoice, Developer Status, Work allocation
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
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
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.
- 8.3Customer data management / contact management(266) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 7.8Workflow management(253) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 7.4Territory management(186) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.2Opportunity management(240) Ratings
Users can track deals and create quotes.
- 7.5Integration with email client (e.g., Outlook or Gmail)(239) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 7.6Contract management(191) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 7.6Quote & order management(190) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.9Interaction tracking(237) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.3Channel / partner relationship management(182) 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.
- 7.2Case management(203) 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.
- 8.2Lead management(248) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 8Email marketing(210) 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(236) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.7Billing and invoicing management(171) Ratings
This includes automated invoice creation and billing.
- 7.8Reporting(230) 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(206) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 7.9Pipeline visualization(224) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.1Customizable reports(237) 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(263) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 7.9Custom objects(210) 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.
- 7.3Scripting environment(170) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 7.8API for custom integration(193) 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.
- 8.4Single sign-on capability(220) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.4Role-based user permissions(248) 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.
- 8.1Social data(157) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 8Social engagement(149) 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(197) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.5Compensation management(130) 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(219) 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
- 3.4Likelihood to Renew33 ratings
- 9Availability2 ratings
- 9Performance2 ratings
- 8.3Usability168 ratings
- 4.9Support 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
- 8.1Zoho CRM Scalability73 ratings
Reviews
(1-25 of 297)- Sales pipelines
- integrations
- custom automations
- Support from Zoho
- Support modules
- Custom object functionality
- AI functionality
Zoho CRM for a Nonprofit
- 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.
The admin UI is pretty intuitive and easy to use. Zoho CRM also works great for tracking contact records and relationships to other records. For instance, we run 10+ different programs, and we need to track every contact's relationship to any and all of our programs. Besides the program relationship, we also track organization/employer relationships, host site relationships for interns, team relationships for several of our programs, and we are starting to track grant disbursement as well. Zoho CRM's "joiner modules" handle all of these different connection points fairly well, though the data import process can be a pain.
It's okay
- 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.
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
- 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
Zoho CRM
- 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
We LOVE Zoho CRM!
- 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.
Zoho CRM: Transforming Leads into Gold - or Let's make a DEAL
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.
Zoho CRM is robust and customizable, but for extremely complex enterprise scenarios with highly specialized needs or intricate workflows, organizations might find that more extensive and specialized CRM solutions could be better suited. Larger enterprises with extremely intricate sales processes may require a more tailored and sophisticated solution.
A MUST for sales and marketing function
- 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
Unlocking Efficiency and Growth: Zoho CRM
- 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.
CRM your sales team and BDRs will love
- 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
1. Leads and opportunities Management - Efficiently manage leads, track deals, and automate sales workflows
2. Workflows - Automated workflows to update dependent fields, send user notifications etc
3. Reporting and dashboarding - Custom-built reports to track the team's performance, lead quota, sales pipeline, etc
Less Appropriate
1. Mobile Access - The mobile UI is bad and difficult to use
Zoho Sales Engine
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
Great All in One CRM Suite for Small and Mid Size Businesses
- Contact management
- Plugin
- API
- CPQ
- Better integration with other Zoho tools
- Zoho Sign
Zoho CRM
- 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
Zoho answers the call for CRMS that are affordable and easy to use
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
Wanna Grow Sales? You Need CRM!
- Easy to use
- Affordable
- Scalable
- UI
- Design
- Customer Service
- Email Marketing
But if you want to really scale and have a huge database, I think it's not for that.
Especially with marketing campaigns, it has tons of room for improvement.
Also, email deliverability with email marketing campaigns is an issue.
Zoho is a cost-effective CRM for small businesses that lets you maximize customer contact
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
A perfectly rounded CRM tool
- 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.
Finally, a CRM that doesn't get more expensive the more you use it!
- Customization
- Features
- Pricing
- Automation can be complicated
- The learning curve from other systems
- Not the most user-friendly
It's less suited for companies with limited technical skills and systems understanding.
Review for Zoho CRM
- Time sheet
- project Management
- Resource Allocation
- Download Report in PDF Format
- Calendar view could be betteer
Less Appropriate: When there is a download of the report and automation required then Zoho is not appropriate. For example, if I want each developer report at the end of thee month on my email ID then it is not suitable
Zoho is Perfect
- Organization
- Questions and Answers
- Stage of deal
- There have been days when Zoho has been down and it puts a stop to our work day until it is fixed
Best tool for data management
- Saving the huge data
- Finding the data easily
- Maintaining the big data and customise them
- Adding more integrations.
- Making the UI more simple
- Add extra features
1. Project Management : We use it as collaborative tool for team, assign work here and keep track of progress and all other normal features.
2. Marketing; lead management: We use to keep tracks of both digital and physical marketing campaigns, ROI of campaign and other related use cases.
- It is good tool for quick setup of work distribution system
- It tracks and calculate ROI of campaigns very well
- It has vast ecosystem and connection with outside apps makes it much more powerfull
- It provide free credits to startups.
- It is particularly not good for Agile management.
- Initial setup is little tedious; however thier support is really good and help you in all sorts of customisations
Zoho CRM Really Helps Your Business!
- Zoho CRM has so much space to capture lots of information.
- Zoho CRM can be customized for your organization's needs.
- Zoho CRM is great for running reports to help make business decisions.
- We love all the different dashboards we can create.
- It would be nice if there was a calculator within the program
- Filters in reports could be better
Zoho CRM Review
- 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
Zoho CRM - A suitable option
- Dynamic Search
- Module Customization
- Template Creation
- Role Based Access
- Process Automation
- No-Code Integrations - Deluge script development needed in order to do many basic CRM tasks
- Lack of Native 3rd Party Integrations