Zoho CRM

Zoho CRM

Customer Verified
Top Rated
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Score 8.3 out of 100
Top Rated
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...
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Recent Reviews

Zoho for Zoho.

8 out of 10
November 28, 2022
Implemented Zoho CRM for our sales, finance, and operations departments. It gives a central repository for all of our client data for our …
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Great product!

8 out of 10
November 28, 2022
We currently use it to store customer data like addresses, contact info, meeting notes, etc. We are trying to create a way to run reports …
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Go Zoho CRM

8 out of 10
November 28, 2022
Zoho CRM is a functional and reliable software. We use the app to capture the leads that we identify through various marketing campaigns. …
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Zoho Sales Handbook

10 out of 10
November 22, 2022
Lead tracking, Revenue pipeline, sales integration, crm Measurable ROI from lead generation program Increased conversion of Qualified Lead …
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How Zoho CRM Differs From Its Competitors

Return on Investment

Zoho has made it easier for our organization to track opportunities Zoho has made it easier for us to report on data, metrics, and opportunities Zoho helps us track the types of opportunities/leads we pursue
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Zoho Customer Experience

Our company uses Zoho CRM to communicate with customers and clients. We love using the template feature that allows you to create different email templates (and make those templates be accessible to specific folks on our teams) and integrate with other apps like Zapier to build automations that …
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Return on Investment

ease of doing business due to being able to store tons of information has a huge value as our CRM contains 150,000+ stores alone cost of ownership is significantly lower compared to other CRMs like SalesForce so its helped us save tons of money as a company while still hit our monthly goals/KPI's
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Zoho Customer Experience

Zoho helps in customer retention as it is customer oriented. The data analysis and market insights give perfect analysis to cater to the clients and the customer. Zoho CRM insights and mechanism plays a significant role in customer experience and retention.
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Return on Investment

Now more effective due to automations. Our operational costs have been significantly reduced. Better inter department communication.
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Zoho Customer Experience

Puts a pipeline in place to start a business deal from open to close. We don't use this feature a whole lot, but it is in place and built-in.
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Return on Investment

It's cut the need for sales meetings drastically. As long as everyone updates CRM regularly, we don't need to meet anymore. Easy to see everyone's deals to look for cross-selling opportunities. YoY comparisons provide constant feedback on performance.
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Zoho Customer Experience

They are a customer focused company. They have adequate support staff. The company itself is 20+ years old so they have a good understanding of SaaS models.
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Return on Investment

ROI is high as their pricing is typically 15-20% lesser compared to their competitors They provide freemium and free trials to test and purchase the product. Lock-in is not a huge problem. It’s easy to migrate to other applications.
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Zoho Customer Experience

Zoho has enabled us to shorten our response times to leads and be more responsive to client communication. When customers are answered faster, and the one doing the answering has all of the client data and information on hand, the end result tends to be happier clients that are happier to stick …
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Zoho Customer Experience

We have grown from 50 customers to more than 300% customers

yes it has created an impact in terms of how an what we do to manage the relationship with the clients.

We are more empowered with the features that zoho has customized.
Mapping the entire customer journey with the zoho crm has become so …
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Return on Investment

Zoho has made my task easier because multiple teams' data can be collated and presented easily in a report Return on Investment is still debatable because it creates a long-term value and initial investment may not give immediate ROI Timestamp (created time) gives a clear understanding about the …
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Zoho Customer Experience

We have been able to retain our staff for longer periods of time using Zoho. The Home Health industry can be a revolving door but we have found using the platform has helped us keep in contact with everyone with ease. For our clients we haver seen an uptick in communication which has been very …
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Zoho Customer Experience

Better alignment of sales and response efforts. Contacts have relationships to each other, so corporate hierarchies can be maintained here, as well as standard contact information. Global network enhancements and drawing logical business inferences. There is a Sales cycle associated with …
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Zoho Customer Experience

Customer retention is really good, you can schedule tasks and emails to be on top of your current clients. However, sometimes those emails land in the SPAM folder and you lose some money and effort. On the other hand, task management is really good, because you can contact the customer when needed …
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Zoho Customer Experience

We have closed 2 deals last month and the good thing is that we are able to understand what is working for us and what is not.
These references are very important to build a robust sales and marketing strategy. Zoho CRM has an option to nurture lead at every level.
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Zoho Customer Experience

In the case of customer experience, it's good, most of our customers haven't used a CRM before so giving them a brief about it was a pain point, to be honest, But thanks to smart UX, they got it all (It would be awesome if they can improve it more). It delivered well as it's standard.
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Return on Investment

The implementation took some time and effort All data is stored at one place for the entire sales and marketing team to track Help saves lot of time
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Zoho Customer Experience

Scheduling task on Zoho CRM ensures that no lead or no customer is left behind While working with multiple accounts in the pipeline, it keeps you on top of every update for every account
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Zoho Customer Experience

Zoho helps in customer retention as it is very customer centric. The data analysis and market insights give perfect analogies to cater to the clients and the customer. Customer retention is a major challenge for many companies. Zoho CRM insights and mechanism plays a significant role in customer …
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Zoho Customer Experience

Zoho helps us to get more deals, boost up sales, and make customers engaged with our business. With Zoho CRM, we can stay closer to our customers by tracking records of our current customers and identifying loyal customers to reward them. This technique not only holds our existing customers but …
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Zoho Customer Experience

Zoho lets me automate some customer responses as well as schedule next steps in my customer engagement flow. Outstanding assigned tasks are tracked and highlighted by color so I can review at a glance. I can quickly understand and assess the situation without having to drill down into the notes of …
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Return on Investment

Positive impact on visitor tracking Positive impact on additional enrichment Positive impact from a time saving view with automations
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Zoho Customer Experience

Zoho is very helpful when it comes to improving customer relations. This is because of Zoho's ability to generate automated reports and task alerts when a contract ends with a customer. Zoho has the ability to sync outlook with CRM which in turn becomes easier to maintain email inbox and track …
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Return on Investment

We are dramatically more effective due to automations We have access to (AND use!) a significantly diverse range of applications with Zoho One Our operational costs have been significantly reduced by migrating to similar Zoho One app while getting benefit of our apps working together.
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Zoho Customer Experience

All of our Sales leads are fed into the CRM and also customer product ownership/setup etc. are tracked in the CRM. I was with this company for 5 years before we finally got an integrated CRM. The difference in flow of information is like night and day. The CRM is housing a tremendous amount of …
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Return on Investment

It has bulk emails and quick follow-ups, making the software affordable and worthwhile. It's easy to keep track of leads in one place and helps maintain a record of deals with features like call logs and notes.
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Zoho Customer Experience

Zoho CRM has a trendy, intuitive user interface. Upon signing up for Zoho CRM, you will quickly discover everything you require. Even if a business seems easy at first, it may turn out to be more complex than it should be. In addition, it is not always easy to set up. But Zoho CRM Is user-friendly …
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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

View all 31 features
  • Role-based user permissions (237)
    8.7
    87%
  • Custom fields (252)
    8.5
    85%
  • Customer data management / contact management (255)
    8.4
    84%
  • Workflow management (242)
    8.0
    80%

Reviewer Pros & Cons

View all 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
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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/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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Product Demos

Customer Story: Zoho CRM Helps CG Arena
02:36
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Features Scorecard

Sales Force Automation

8.0
80%

Customer Service & Support

7.4
74%

Marketing Automation

8.4
84%

CRM Project Management

8.2
82%

CRM Reporting & Analytics

8.2
82%

Customization

8.0
80%

Security

8.7
87%

Social CRM

7.9
79%

Integrations with 3rd-party Software

7.6
76%

Platform

7.9
79%
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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

With Zoho CRM, CG Arena is not only able to keep track of sales and online leads but also improve sales while creating tasks and prioritizing them - making the sales team diligent and getting the job done!

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

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 Single sign-on capability and Role-based user permissions highest, with a score of 8.7.

The most common users of Zoho CRM are from Small Businesses (1-50 employees).
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Comparisons

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Reviews

(1-25 of 196)
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Score 9 out of 10
Vetted Review
Verified User
Zoho is just as easy to use and I find it just as easy to create reports in Zoho as in Salesforce. Salesforce is stronger in hierarchy and parent relationships, which can be crucial for data cleansing and data maintenance. I did not have a role in selecting Zoho CRM.
Score 8 out of 10
Vetted Review
Verified User
I have not used any other CRM other than Zoho so I'm not the best person to compare it to another CRM but overall Zoho is highly customizable so it does allow you to build in functions that are very specific to your company's needs. It also allows you to create tasks and set up specific reminders so that all team member are held accountable for action items with strict deadlines.
Score 7 out of 10
Vetted Review
Verified User
Zoho is a much more inexpensive solution compared to Salesforce, yet it provides a lot of the same tools that the leading competitor provides. For us, it came down to the overall value of the product based on the final price to implement and use.
Arpit Jain | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
So while Zoho has a wide range of options for automation but those are like old age.
Totango has all the new age features such as web hooks, scheduled data uploads, simpler API, higher email deliverability and better UI ofcourse as compared to Zoho CRM
Score 10 out of 10
Vetted Review
Verified User
I have explored Zoho Social and Zoho Sign with a free trail account to understand the capabilities and have taken some insight.

I have shared these insight with marketing team and leadership team to evaluate these options for marketing automation and contract signing ease . managing contracts is critical and doing this with a digital signature can save a lot of time and money.
Score 9 out of 10
Vetted Review
Verified User
We like Campaigns but due to our corporate office they will not let us use that platform. But luckily Zoho CRM has most of everything we need to be successful with our marketing and sales team. Maybe in the future we will revisit campaigns but until then we are happy with where we are at.
November 22, 2022

Zoho Sales Handbook

Score 10 out of 10
Vetted Review
Verified User
Helps to track contacts, updates from their current an previous organisation, market insights, trends, advancements. Leads can be converted in to qualified leads once there is a real opportunity, scope and budget associated with the scope identified. Leads have relationships to each other, so corporate hierarchies can be maintained here, as well as standard contact information
Shivam Shrivastava | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
The major reason to select CRM is always with the user experience and reliability from the Zoho which is quite better as compared to the competition also it provides very good support in order to use their services due to these reasons it becomes highly recommend as per any company prospective.
November 11, 2022

Zoho CRM Piece of Cake

Score 10 out of 10
Vetted Review
Verified User
To be honest this tool was already implemented at the company when I started with them. But what I can tell, is that I've worked with multiple CRM tools in the past and Zoho is the best one. It's a piece of cake to work with the tool, it's really flexible, the learning curve is short, and you can derive multiple benefits from the tool.
Shouvik Chatterjee | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
I have already quoted these competitors, Zoho provides a wide range of functionality that most the CRMs don't. So take advantage of those, now that perspective too many options are not a good thing as well, so trim it out as per your organization standard. I will give more commendation to Jira cause they have much more polished products with less functionality, but that works for 99% of the orgs.
Score 8 out of 10
Vetted Review
Verified User
Our company switched from the Salesforce CRM to Zoho CRM because Salesforce was much too complex. We were able to set up some good reports, but no one could ever find anything in Salesforce. I also was unable to edit any copy in there, for example, we had drip campaigns that I wasn't even able to view unless I sent a copy to my email. It was a big mess, and Zoho is so much easier to use, update, and customize.
Score 10 out of 10
Vetted Review
Verified User
We looked at both HubSpot and Zendesk. And we liked both of them. They had the right features and enough customization options to fit our use case scenario. But we liked the pricing and the flexibility of Zoho CRM more. The other really major factor for picking Zoho CRM for us was the fact that we were already using Zoho Desk and planned on using Zoho Campaigns. Integrations with those two [products were] the deciding factor.
Dr. ROOPESH RAO | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
When we talk about CRMs software and application like Oracle and SAP they are good for conglomerate organizations where there are exponential functions and departments integrated with the application and large scale integration is required. Zoho CRM due to its cost effective feature is very handy tool for new companies to grow their marketing needs.
Aadeeb Siddiqui | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Zoho CRM is easy to navigate & offers many user-friendly features that make it easy for our team to run & manage the software. As it can be easily customized, we can produce detailed reports and monitor our own activity and history. Also, Zoho offers excellent integration capabilities not just with the host of other Zoho products but also with third-party applications. We have even set up email marketing automation for a negligible fee.
Score 10 out of 10
Vetted Review
Verified User
I found Zoho to be better than the other CRMs I tried in several different categories. Free level - gave me more options, features and power. I was actually able to setup a functional system. Never felt like I was using a free service. Entry level pricing - very reasonable and easy to transition.
Sachin Singla | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Zoho CRM's ease of usage and pricing stands out among its peers. It has all the features which I am looking for in a CRM within a defined budget. Moreover, it is very easy to use and you don't have to be a technical person to use it most of its features are very easy to use.
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