Skip to main content
TrustRadius
Zoho CRM

Zoho CRM

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…

Read more

Learn from top reviewers

Best CRM for great database mangement features with amazing sales tools

Rating: 9 out of 10
November 4, 2024
IncentivizedVetted ReviewVerified User
I've had an extremely incredible in general involvement utilizing Zoho CRM. By and by, I wouldn't collaborate with anyone else right presently. Indeed for individuals who are ...
Continue reading
Subhash Sharma
Contributor - Sales
Senior Sales Executive
Siniwell
Zoho CRM2 years of experience

Zoho CRM integrates with all your platforms seamlessly

Rating: 8 out of 10
August 21, 2024
IncentivizedVetted ReviewVerified User
We used Zoho CRM as our database for customer interactions and upcoming tasks for construction projects. Zoho CRM has allowed us to work remotely when it is needed most. There...
Continue reading
Julia Urbanski
Administrator - Corporate
Administrative Assistant
California Solar Systems
Zoho CRM2 years of experience

Zoho CRM has what you need from A - Zoho

Rating: 10 out of 10
August 17, 2024
IncentivizedVetted ReviewVerified User
As a promotional products dealer, we use Zoho CRM to track leads and conversions to accounts, and potentials as they travel down the pipeline in various stages until we quote ...
Continue reading
Stephen Lalla
Executive - Corporate
CEO
Dynamic Image Marketing Systems, Inc.
Zoho CRM4 years of experience

Zoho CRM Provided Automation & Efficiencies For Our Teams

Rating: 10 out of 10
August 6, 2024
IncentivizedVetted ReviewVerified User
We use Zoho CRM to aggregate reporting data from our email platform as well as our website. This data is viewed daily by our teams in a single Dashboard. This information is v...
Continue reading
Michael Weisel
Director - Information Technology
Co-founder & Chief Technology Officer
Gold Lasso, Inc.
Zoho CRM4 years of experience

Strong CRM to Get Sales Started

Rating: 7 out of 10
July 26, 2024
IncentivizedVetted ReviewVerified User
This is the central tool for our equipment and sales related, leads, and contacts. It is directly integrated with our multimarket marketplace. In fact, Zoho CRM has and offers...
Continue reading
Nikita Vinichenko
Project Manager - Marketing
Marketing Manager CRM
E-FARM GmbH
Zoho CRM3 years of experience
Log in with LinkedIn to see content from your network

Video Reviews

4 videos

View Playlist
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
View more videos
Return to navigation

Pricing

View all 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/month
    Optional
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
Return to navigation

Product Demos

Guided Tour | Zoho CRM Overview

www.zoho.com
Return to navigation

Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.7
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.1
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.1
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.1
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8
Avg 7.5

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.

8.3
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

8.1
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

8.1
Avg 7.2

Platform

8.1
Avg 7.4
Return to navigation

Product Details

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

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.

Zoho CRM Video

Customer Story: Zoho CRM Helps CG Arena

Zoho CRM Integrations

Zoho CRM Competitors

Zoho CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesAsia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States
Supported LanguagesEnglish (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.

Pipedrive, HubSpot CRM, and Insightly are common alternatives for Zoho CRM.

Reviewers rate Customer data management / contact management and 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).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews From Top Reviewers

View all reviews
(1-5 of 302)

Eh.... keep looking. Promising but doesn't deliver.

Rating: 4 out of 10
July 23, 2013
Verified User
Consultant in Marketing
Internet Company, 1-10 employees
Vetted Review
Verified User
Zoho CRM
3 years of experience
Pros
  • Inexpensive. The product is good value for money and is a good choice for small businesses that just want a simple CRM and don't care too much about integration.
Cons
  • Complicated. The product is not that intuitive and definitely requires training. It does not have the ease-of-use that we have come to expect of more modern products.
  • Poor integration with other Zoho tools. This was a major disappointment. Zoho CRM is part of a broad suite of products and our expectation was that these various tools would all be completely integrated. That is not the case. For example, we wanted to integrate the CRM with the help desk and bug tracking modules. Integration with bug tracking was not really possible and integration with the help desk system was just a simple logging of help desk tickets. The various modules are still disparate tool sets.
  • Rather barebones though flexible. The CRM product is pretty basic, but does offer lots of configuration options.
Likelihood to Recommend

Zoho for Zoho.

Rating: 8 out of 10
Incentivized
November 28, 2022
Verified User
Account Manager in Customer Service
Internet Company, 51-200 employees
Vetted Review
Verified User
Zoho CRM
1 year of experience
Use Cases and Deployment Scope
Implemented Zoho CRM for our sales, finance, and operations departments. It gives a central repository for all of our client data for our operations team. Zoho helped streamline our inter-department communication, specifically when it comes to onboarding new clients from sales.
Pros
  • Management of client information.
  • Easy to deploy across departments.
  • Integrates best with other Zoho products.
Cons
  • UI is not very intuitive.
  • A bit difficult to learn.
Likelihood to Recommend
Zoho helps particularly well in the Organization of client information. It makes our inter-department communications more efficient. Integrate well with the Zoho ecosystem.

ZOHO, ZOHO It's Off to Work We Go... ;-)

Rating: 9 out of 10
Incentivized
September 30, 2015
Verified User
C-Level Executive in Corporate
Management Consulting Company, 1-10 employees
Vetted Review
Reseller
Zoho CRM
2 years of experience
Use Cases and Deployment Scope
We use ZOHO CRM for our own business sales process as well as being a VAR for Zoho. We use other ZOHO modules across the entire organization - ie Books (accounting) and Creator.
The entire ZOHO suite has proved to be a fantastic resource for our company. And, as a partner, they are extremely valuable because they work hard to help their reseller network which in turn provides growth to the entire ecosystem.
Pros
  • ZCRM is ideal for tracking leads to conversion in the sales funnel. ZCRM provides seamless conversion from Lead => Contact => Account => Potential, etc.
  • ZOHO is far better than any other CRM, particularly SFDC, with 3rd party integration. They are more open with API and development tools.
  • ZCRM provides the most value for dollar making the system an affordable for SMBs. The functionality is equally as robust as more expensive competitive CRMs.
Cons
  • This is an issue with most CRMs, but I wish there was an easy way to 'de-dupe' lead information
  • I'm not sure this is a bad thing because 'upgrades' and enhancements to the platform always good. But, Zoho does a lot of them, they are constantly improving the system. The 'bad' thing is the communication from ZOHO to the partner community and the end user is sometimes lagging. Again, LOVE the improvements, just need to tighten up how quickly the info is rolled out to the 'public'
Likelihood to Recommend
Zoho CRM is ideal for SMBs and MEs. I think once you get into a situation of more that 100 users, the platform becomes challenging in terms of the on-boarding process. During our scoping process it's important for us to understand how many end users will be leveraging the system. In addition, any other tech platforms currently being used that can and should be integrated with ZCRM - e.g., email, telephony, etc. This is critical because one of the unique selling points for ZOHO is their ease of integration with third party software. Unlike SFDC where there is an exhaustive process to become part of their app exchange, ZOHO allows more access through API development.

Zoho CRM has what you need from A - Zoho

Rating: 10 out of 10
Incentivized
August 17, 2024
SL
Stephen Lalla
CEO
Dynamic Image Marketing Systems, Inc. (Marketing and Advertising, 1-10 employees)
Vetted Review
Verified User
Zoho CRM
4 years of experience
View profile
Use Cases and Deployment Scope
As a promotional products dealer, we use Zoho CRM to track leads and conversions to accounts, and potentials as they travel down the pipeline in various stages until we quote a client. And then once a client signs off we use Zoho CRM for sales orders and purchase orders to track the clients order and provide updates as to it status. I have virtual assistants working with me and they both have access to various stages in the process based on their specific roles. And we all have access to client and vendor info to use in performing our specific duties. I've used other CRMs in the past and definitely feel that Zoho has it down to a functional app. What I love most is the use of merge letters and emails as we use those many many times on a daily basis. We value Zoho so much that we subscribed to Zoho One the all inclusive suite of apps to run our business. Zoho continues to outperform all others with the introduction of new features and updates making their system superior yet still extremely affordable.
Pros
  • Tracks interactions with clients.
  • Allows anyone on your team who you've provided access permissions to the ability to share the same info.
  • A trusted source for your CRM data that you can access from anywhere in the world via your computer, laptop, tablet, or smartphone.
  • Integrates across the board with the full suite of other Zoho products
  • Easy to use yet full customizable.
Cons
  • Everyone once in a while Zoho CRM will make a features update without advance notification.
  • Ease of converting a Sales Order to a Purchase Order without having to re-input vendor info for each line item.
  • More consistency of names in Zoho CRM and Zoho Books. In Zoho CRM there are quotes, Sales Orders, and Purchase Orders. In Zoho Books there are Estimate, Sales Orders and Purchase Order and Vendor Bills. Would be awesome if a Quote in Zoho CRM would map over to an Estimate in Zoho Books and the same with Purchase Orders in Zoho CRM to map over to PO's in Zoho Books.
  • Have been a longtime user so I started out on the Global edition. There is a US edition which I'm not able to easily migrate over to so some functionality is lost but it's not been enough of a stumbling point to truly turn us away from Zoho.
Likelihood to Recommend
I generally tell people because of the various suites of apps that Zoho has to offer, it's a great service as you can grow and expand as you need some of the other modules and they all integrate seamlessly together. And if someone just needs a contact manager for an uber basic contact list, Zoho has an app for that as well that can be upgraded to a more feature rich service later when needed. There is a free trial but my advice to anyone who wishes to truly incorporate Zoho CRM or the full suite of Zoho One into their business to work with a certified Zoho Partner who can customize Zoho CRM so you can onboard yourself and staff much more quickly based on how your currently operate your business. While Zoho is not as widely known as SalesForce or even Hubspot, it is simply a superior product for any size business.

What you need to know about Zoho CRM & Zoho Apps !

Rating: 8 out of 10
April 09, 2014
UG
Usman Ghani
Zoho Administrator
Aimark Travers Inc (Automotive, 51-200 employees)
Vetted Review
Reseller
Zoho CRM
3 years of experience
Use Cases and Deployment Scope
We are using Zoho Organization wide. Zoho CRM is not just a CRM tool, its a suite of apps ranging from CRM to Email Marketing to Billing to Customer Support to Cloud documents. I must say we love it.
Pros
  • Salesforce automation
  • Customer Service
  • Inventory Management
  • Website Integration & Leads Assignment
Cons
  • Custom fields are limited to 150/module. I suggest they should raise this limit.
  • You can't use output of a formula type field in an other formula. You should not use Zoho for calculations intense applications.
  • Inventory Templates (Quote/Invoice/Sales Order/Purchased Order) are not very customizable until you know HTML.
Likelihood to Recommend
Zoho is well suited for businesses of all kind- from small to medium sized businesses. The best thing is all of the Zoho apps are tightly integrated with Zoho CRM. Industry-wise Zoho works well, except financial institutions which need lot of mathematical calculations.
Return to navigation