Great CRM. provides full CRM capabilities to our business.
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 …
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
How Zoho CRM Differs From Its Competitors
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 and Role-based user permissions 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
(930)Attribute Ratings
- 3.4Likelihood to Renew
- 9Availability
- 9Performance
- 8.3Usability
- 4.9Support 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
(1-25 of 184)Companies can't remove reviews or game the system. Here's why
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
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
February 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
January 12, 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.
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 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 05, 2023
Finally, a CRM that doesn't get more expensive the more you use it!
Zoho allowed us to consolidate our database and marketing solutions into one ecosystem.
- Customization
- Features
- Pricing
- Automation can be complicated
- The learning curve from other systems
- Not the most user-friendly
September 05, 2023
Review for Zoho CRM
Zoho will provide the date-wise time tracking so that the client will know how many resources will work on the particular tasks. Zoho will provide information about the different reports of the different users monthly weekly as well as task-based. zoho will helpful to track the details of the different task and developer
- Time sheet
- project Management
- Resource Allocation
- Download Report in PDF Format
- Calendar view could be betteer
We use ZOHO CRM for multiple purposes, mainly:-
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.
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
August 29, 2023
Zoho CRM Really Helps Your Business!
Our organization has multiple departments that work as a team. Having the CRM allows us to have a centralized location to input information regarding a case. By having the Zoho CRM, it cuts down on excessive emails and phone calls to get information. And it's great that it can be customized for our constant emerging needs. It's also good that it houses the information for future needs as well. We can always refer back to a customer for information needed for a new case.
- 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
August 29, 2023
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
August 29, 2023
Zoho CRM - A suitable option
We use Zoho CRM in our business to track and forecast sales pipeline, as well as to record all contact and account information for prospects, customers, and partners. The Zoho CRN product addresses the issue that many, if not all, organizations experience data clutter. It allows us to track historically key performance indicators, in order to make sound business decisions both on a finance, sales, operations, and product front.
- 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
April 21, 2023
Easy to use CRM and Customer Management
We use Zoho CRM in our organization to create proposals for our customers and also to manage customer accounts. Without a CRM such as Zoho CRM, we would not be able to follow up on leads and see that they close properly. Zoho CRM allows us to do this with ease.
- Customer Follow Ups
- Proposal making
- Service Ticket History
- Searching within accounts is sometimes hard.
- Some of the features require other Zoho App products
March 06, 2023
ZOHO CRM - A DECENT CRM TOOL AT A VERY AFFORDABLE COST. IT'S VERY GOOD, BUT NOT BRILLIANT.
Zoho crm is used for all lead management, sales stage funnelling, and customer invoicing.
- Forecasting is improved
- Live website lead chat function - can reach out directly to site visitors
- Customer insight record - shows leads social details for connecting
- REPORTING DASHBOARD IS LIMITED
- SYSTEM NOT AS SLICK AS HUBSPOT
- HAVE TO PAY FOR OTHER ZOHO PRODUCTS, IF TRYING TO BE TOO AMBITIOUS WITH CRM
March 04, 2023
Bring more customer engagements with your business
We are using the Zoho CRM across our organization to manage our customers, projects, and communications in between, all from a single cloud-based platform. It offers an easy-to-use interface for managing contacts, sending automated emails and notifications, managing inventory, and implementing AI assistants to answer our customers. Its mobile apps have allowed our customers to stay in sync with our business all the time anywhere, generating more leads and deals. By implementing Zoho CRM, we have increased customer retention like never before, making our services more reliable, yielding more business revenue.
- Easy to use cloud-based CRM.
- Manage leads, contacts, accounts, activities, deals, and reports from a single application suite.
- Offers a free version and paid version starting just from $14 per month.
- Suitable for small to enterprise level businesses.
- Zoho CRM is a software as a service product that you can't host on your private server.
- User experience needs improvement to make it more faster to use.
January 05, 2023
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
December 03, 2022
Efficient and impactful Sales funnel management tool.
Wee use Zoho CRM for day to day sales and customer relationship Management activities. We use this for maintaining our sales pipeline and client followupas as well as customer feedback management. This has been a great tool to manage sales funnels efficiently and effectively through out our daily operations. I believe Zoho CRM is effective in maintaining sales funnels.
- Lead Management
- Customer Relationship Management
- Sales funnel reporting
- Reporting
- Integration with lead magnets
- Ease of New user understanding of the system.
November 29, 2022
Boho Zoho - Save Money & Increase Efficiency with this CRM
Score 8 out of 10
Vetted Review
Verified User
Our company uses Zoho CRM to store all of our retailer information - everything from inbound leads to corporate contact information to divisions to store address information to contract information and everything in between. We use it mostly to keep our teams well organized and as a communication tool at the store level. Our operations teams highly benefits from the information stored in our CRM and helps keep everyone accountable for their tasks.
- keep our teams organized
- communicate with our retailer partners
- efficiently run automations in the background so our team members can focus on larger projects
- it isn't the prettiest CRM software so could use some splash of color/more creative customization
- we're currently unable to bulk upload attachments (like PDFs) this would be a game changer
- weekly scheduled reports don't always get delivered to our inboxes so it would be great if the the gmail configurations were kept more up to date
November 29, 2022
Zoho...wonderful experience
I used Zoho in reimbursing my travel expenses and requesting for office supplies. It allowed me to organize my receipts separating meals and transportation expenses helping me file and save digital copies. Submitting to the office was much easier rather than the old ways of pasting each receipt in a bond paper manually.
- providing updates on the status of my reimbursement
- taking digital copies of receipts using mobile phone
- automated calculations of all expenses
- the scanning of photos does not work when used as automatic
- the 2 factor authentication is a nightmare when you forget your password
- had a hard time to change my mobile number listed on my account
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