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
Compare with
Reviews and Ratings
(930)Attribute Ratings
- 3.4Likelihood to Renew33 ratings
- 9Availability2 ratings
- 9Performance2 ratings
- 8.3Usability168 ratings
- 4.8Support 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 278)- Customer data management / contact management
- 80%8.0
- Workflow management
- 80%8.0
- Territory management
- 50%5.0
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 70%7.0
- Contract management
- 30%3.0
- Quote & order management
- 50%5.0
- Interaction tracking
- 80%8.0
- Channel / partner relationship management
- 70%7.0
- Case management
- 90%9.0
- Lead management
- 80%8.0
- Email marketing
- 70%7.0
- Task management
- 70%7.0
- Billing and invoicing management
- 50%5.0
- Reporting
- 70%7.0
- Forecasting
- 60%6.0
- Pipeline visualization
- 80%8.0
- Customizable reports
- 70%7.0
- Custom fields
- 80%8.0
- Custom objects
- 40%4.0
- Scripting environment
- 40%4.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 70%7.0
- Single sign-on capability
- 90%9.0
- Social data
- 50%5.0
- Social engagement
- 50%5.0
- Marketing automation
- 80%8.0
- Compensation management
- 70%7.0
- Mobile access
- 80%8.0
Zoho CRM for a Nonprofit
- Customer data management / contact management
- 70%7.0
- Workflow management
- 60%6.0
- Territory management
- N/AN/A
- Opportunity management
- N/AN/A
- Integration with email client (e.g., Outlook or Gmail)
- 30%3.0
- Contract management
- N/AN/A
- Quote & order management
- N/AN/A
- Interaction tracking
- 80%8.0
- Channel / partner relationship management
- N/AN/A
- Case management
- N/AN/A
- Call center management
- N/AN/A
- Help desk management
- N/AN/A
- Lead management
- 80%8.0
- Email marketing
- N/AN/A
- Task management
- N/AN/A
- Billing and invoicing management
- N/AN/A
- Reporting
- N/AN/A
- Forecasting
- N/AN/A
- Pipeline visualization
- 80%8.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 80%8.0
- Scripting environment
- N/AN/A
- API for custom integration
- 70%7.0
- Role-based user permissions
- 70%7.0
- Single sign-on capability
- 70%7.0
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- 80%8.0
- Compensation management
- N/AN/A
- Mobile access
- N/AN/A
It's okay
- Customer data management / contact management
- 80%8.0
- Workflow management
- 60%6.0
- Territory management
- N/AN/A
- Opportunity management
- 60%6.0
- Integration with email client (e.g., Outlook or Gmail)
- 30%3.0
- Contract management
- N/AN/A
- Quote & order management
- N/AN/A
- Interaction tracking
- 10%1.0
- Channel / partner relationship management
- 10%1.0
- Case management
- 40%4.0
- Call center management
- N/AN/A
- Help desk management
- N/AN/A
- Lead management
- 70%7.0
- Email marketing
- 70%7.0
- Task management
- N/AN/A
- Billing and invoicing management
- N/AN/A
- Reporting
- 70%7.0
- Forecasting
- N/AN/A
- Pipeline visualization
- 70%7.0
- Customizable reports
- 80%8.0
- Custom fields
- 70%7.0
- Custom objects
- 60%6.0
- Scripting environment
- 50%5.0
- API for custom integration
- 50%5.0
- Role-based user permissions
- 20%2.0
- Single sign-on capability
- 40%4.0
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- N/AN/A
- Compensation management
- N/AN/A
- Mobile access
- 70%7.0
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
- Customer data management / contact management
- 100%10.0
- Workflow management
- 70%7.0
- Territory management
- 70%7.0
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 80%8.0
- Quote & order management
- 80%8.0
- Interaction tracking
- 70%7.0
- Channel / partner relationship management
- 80%8.0
- Case management
- 70%7.0
- Call center management
- 70%7.0
- Help desk management
- 50%5.0
- Lead management
- 80%8.0
- Email marketing
- 90%9.0
- Task management
- 70%7.0
- Billing and invoicing management
- 80%8.0
- Reporting
- 80%8.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- Scripting environment
- 80%8.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 100%10.0
- Social engagement
- 100%10.0
- Marketing automation
- 90%9.0
- Compensation management
- 90%9.0
- Mobile access
- 90%9.0
Zoho CRM
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Territory management
- 100%10.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 100%10.0
- Quote & order management
- 100%10.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 100%10.0
- Case management
- 100%10.0
- Call center management
- 100%10.0
- Help desk management
- 100%10.0
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- 100%10.0
- Billing and invoicing management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- Scripting environment
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 100%10.0
- Social engagement
- 100%10.0
- Marketing automation
- 100%10.0
- Compensation management
- 100%10.0
- Mobile access
- 100%10.0
We LOVE Zoho CRM!
- Customer data management / contact management
- 100%10.0
- Workflow management
- 90%9.0
- Territory management
- N/AN/A
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- N/AN/A
- Quote & order management
- 100%10.0
- Interaction tracking
- 80%8.0
- Channel / partner relationship management
- N/AN/A
- Case management
- 80%8.0
- Call center management
- N/AN/A
- Help desk management
- 80%8.0
- Lead management
- 80%8.0
- Email marketing
- N/AN/A
- Task management
- 80%8.0
- Billing and invoicing management
- 80%8.0
- Reporting
- 70%7.0
- Forecasting
- 70%7.0
- Pipeline visualization
- 70%7.0
- Customizable reports
- 80%8.0
- Custom fields
- 90%9.0
- Custom objects
- N/AN/A
- Scripting environment
- N/AN/A
- API for custom integration
- 50%5.0
- Role-based user permissions
- 70%7.0
- Single sign-on capability
- 80%8.0
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- N/AN/A
- Mobile access
- 70%7.0
Zoho CRM: Transforming Leads into Gold - or Let's make a DEAL
- Customer data management / contact management
- 70%7.0
- Workflow management
- 70%7.0
- Territory management
- 30%3.0
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 20%2.0
- Contract management
- N/AN/A
- Quote & order management
- 80%8.0
- Interaction tracking
- N/AN/A
- Channel / partner relationship management
- N/AN/A
- Case management
- N/AN/A
- Lead management
- 80%8.0
- Email marketing
- 70%7.0
- Reporting
- 50%5.0
- Forecasting
- 70%7.0
- Pipeline visualization
- 80%8.0
- Customizable reports
- 40%4.0
- Custom fields
- 90%9.0
- Custom objects
- 60%6.0
- Scripting environment
- 60%6.0
- API for custom integration
- 60%6.0
- Role-based user permissions
- 30%3.0
- Single sign-on capability
- N/AN/A
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- N/AN/A
- Compensation management
- N/AN/A
- Mobile access
- N/AN/A
A MUST for sales and marketing function
- Customer data management / contact management
- 100%10.0
- Workflow management
- N/AN/A
- Territory management
- N/AN/A
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 100%10.0
- Quote & order management
- 100%10.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 100%10.0
- Case management
- 80%8.0
- Call center management
- 80%8.0
- Help desk management
- 80%8.0
- Lead management
- 100%10.0
- Email marketing
- N/AN/A
- Task management
- 100%10.0
- Billing and invoicing management
- 90%9.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 90%9.0
- Custom fields
- 100%10.0
- Custom objects
- N/AN/A
- Scripting environment
- N/AN/A
- API for custom integration
- 80%8.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 80%8.0
- Social engagement
- 80%8.0
- Marketing automation
- 80%8.0
- Mobile access
- 80%8.0
Unlocking Efficiency and Growth: Zoho CRM
- Customer data management / contact management
- 90%9.0
- Workflow management
- 90%9.0
- Territory management
- 80%8.0
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 70%7.0
- Quote & order management
- 70%7.0
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- 90%9.0
- Case management
- 80%8.0
- Call center management
- 80%8.0
- Help desk management
- 80%8.0
- Lead management
- 90%9.0
- Email marketing
- 90%9.0
- Task management
- 90%9.0
- Billing and invoicing management
- 80%8.0
- Reporting
- 90%9.0
- Forecasting
- 80%8.0
- Pipeline visualization
- 90%9.0
- Customizable reports
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 80%8.0
- Scripting environment
- 80%8.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 90%9.0
- Single sign-on capability
- 80%8.0
- Social data
- 80%8.0
- Social engagement
- 80%8.0
- Marketing automation
- 80%8.0
- Compensation management
- 80%8.0
- Mobile access
- 80%8.0
CRM your sales team and BDRs will love
- Customer data management / contact management
- 90%9.0
- Workflow management
- 100%10.0
- Territory management
- 80%8.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Contract management
- N/AN/A
- Quote & order management
- N/AN/A
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- N/AN/A
- Case management
- 80%8.0
- Call center management
- 70%7.0
- Help desk management
- 70%7.0
- Lead management
- 90%9.0
- Email marketing
- 90%9.0
- Task management
- 100%10.0
- Billing and invoicing management
- 80%8.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 80%8.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 90%9.0
- Scripting environment
- 80%8.0
- API for custom integration
- 70%7.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- 70%7.0
- Compensation management
- 60%6.0
- Mobile access
- 70%7.0
Zoho Sales Engine
- Customer data management / contact management
- 90%9.0
- Workflow management
- 80%8.0
- Territory management
- 90%9.0
- Opportunity management
- 90%9.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 80%8.0
- Quote & order management
- 90%9.0
- Interaction tracking
- 80%8.0
- Channel / partner relationship management
- 70%7.0
- Case management
- 80%8.0
- Call center management
- 70%7.0
- Help desk management
- 70%7.0
- Lead management
- 80%8.0
- Email marketing
- 80%8.0
- Task management
- 80%8.0
- Billing and invoicing management
- 80%8.0
- Reporting
- 70%7.0
- Forecasting
- 80%8.0
- Pipeline visualization
- 80%8.0
- Customizable reports
- 80%8.0
- Custom fields
- 70%7.0
- Custom objects
- 70%7.0
- Scripting environment
- 70%7.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 90%9.0
- Single sign-on capability
- 100%10.0
- Social data
- 80%8.0
- Social engagement
- 80%8.0
- Marketing automation
- 80%8.0
- Compensation management
- 70%7.0
- Mobile access
- 90%9.0
Great All in One CRM Suite for Small and Mid Size Businesses
- Customer data management / contact management
- 80%8.0
- Workflow management
- 70%7.0
- Territory management
- 70%7.0
- Opportunity management
- 70%7.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 80%8.0
- Quote & order management
- 20%2.0
- Interaction tracking
- 40%4.0
- Channel / partner relationship management
- 70%7.0
- Case management
- 70%7.0
- Call center management
- 80%8.0
- Help desk management
- 80%8.0
- Lead management
- 80%8.0
- Email marketing
- 80%8.0
- Task management
- 80%8.0
- Billing and invoicing management
- 60%6.0
- Reporting
- 80%8.0
- Forecasting
- 80%8.0
- Pipeline visualization
- 80%8.0
- Customizable reports
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- Scripting environment
- 90%9.0
- API for custom integration
- 90%9.0
- Role-based user permissions
- 80%8.0
- Single sign-on capability
- 80%8.0
- Social data
- 70%7.0
- Social engagement
- 60%6.0
- Marketing automation
- 70%7.0
- Mobile access
- 80%8.0
Zoho CRM
- Customer data management / contact management
- 50%5.0
- Workflow management
- 50%5.0
- Territory management
- 20%2.0
- Opportunity management
- 50%5.0
- Integration with email client (e.g., Outlook or Gmail)
- 30%3.0
- Contract management
- 50%5.0
- Quote & order management
- 20%2.0
- Interaction tracking
- 10%1.0
- Channel / partner relationship management
- 10%1.0
- Case management
- 10%1.0
- Call center management
- 10%1.0
- Help desk management
- 10%1.0
- Lead management
- 20%2.0
- Email marketing
- 20%2.0
- Task management
- 40%4.0
- Billing and invoicing management
- 40%4.0
- Reporting
- 10%1.0
- Forecasting
- 10%1.0
- Pipeline visualization
- 20%2.0
- Customizable reports
- 10%1.0
- Custom fields
- 50%5.0
- Custom objects
- 40%4.0
- Scripting environment
- 10%1.0
- API for custom integration
- 50%5.0
- Role-based user permissions
- 80%8.0
- Single sign-on capability
- 60%6.0
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- 40%4.0
- Compensation management
- N/AN/A
- Mobile access
- N/AN/A
Zoho answers the call for CRMS that are affordable and easy to use
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Territory management
- N/AN/A
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 100%10.0
- Quote & order management
- 100%10.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- N/AN/A
- Case management
- N/AN/A
- Call center management
- N/AN/A
- Help desk management
- N/AN/A
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- N/AN/A
- Billing and invoicing management
- N/AN/A
- Reporting
- N/AN/A
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- Scripting environment
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- 100%10.0
- Compensation management
- N/AN/A
- Mobile access
- 40%4.0
Wanna Grow Sales? You Need CRM!
- Customer data management / contact management
- 50%5.0
- Workflow management
- 20%2.0
- Territory management
- 70%7.0
- Opportunity management
- 50%5.0
- Integration with email client (e.g., Outlook or Gmail)
- 20%2.0
- Contract management
- 80%8.0
- Quote & order management
- 20%2.0
- Interaction tracking
- 10%1.0
- Channel / partner relationship management
- 70%7.0
- Case management
- 10%1.0
- Call center management
- 30%3.0
- Help desk management
- 60%6.0
- Lead management
- 10%1.0
- Email marketing
- 50%5.0
- Task management
- 30%3.0
- Billing and invoicing management
- 30%3.0
- Reporting
- 50%5.0
- Forecasting
- 30%3.0
- Pipeline visualization
- 50%5.0
- Customizable reports
- 30%3.0
- Custom fields
- 60%6.0
- Custom objects
- 20%2.0
- Scripting environment
- 60%6.0
- API for custom integration
- 30%3.0
- Role-based user permissions
- 50%5.0
- Single sign-on capability
- 60%6.0
- Social data
- 50%5.0
- Social engagement
- 70%7.0
- Marketing automation
- 10%1.0
- Compensation management
- 10%1.0
- Mobile access
- 10%1.0
Zoho is a cost-effective CRM for small businesses that lets you maximize customer contact
- Customer data management / contact management
- 80%8.0
- Workflow management
- 70%7.0
- Territory management
- N/AN/A
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Contract management
- 70%7.0
- Quote & order management
- 70%7.0
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- N/AN/A
- Case management
- 80%8.0
- Call center management
- 80%8.0
- Help desk management
- 80%8.0
- Lead management
- 80%8.0
- Email marketing
- 80%8.0
- Task management
- 70%7.0
- Billing and invoicing management
- N/AN/A
- Reporting
- 70%7.0
- Forecasting
- N/AN/A
- Pipeline visualization
- 70%7.0
- Customizable reports
- 80%8.0
- Custom fields
- 80%8.0
- Custom objects
- N/AN/A
- Scripting environment
- 80%8.0
- API for custom integration
- N/AN/A
- Role-based user permissions
- 80%8.0
- Single sign-on capability
- N/AN/A
- Social data
- 70%7.0
- Social engagement
- 70%7.0
- Marketing automation
- 80%8.0
- Compensation management
- N/AN/A
- Mobile access
- N/AN/A
A perfectly rounded CRM tool
- Customer data management / contact management
- 90%9.0
- Workflow management
- 60%6.0
- Territory management
- 80%8.0
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Contract management
- 80%8.0
- Quote & order management
- 80%8.0
- Interaction tracking
- 80%8.0
- Channel / partner relationship management
- 80%8.0
- Case management
- N/AN/A
- Call center management
- N/AN/A
- Help desk management
- N/AN/A
- Lead management
- 70%7.0
- Email marketing
- 80%8.0
- Task management
- 70%7.0
- Billing and invoicing management
- 80%8.0
- Reporting
- 70%7.0
- Forecasting
- 70%7.0
- Pipeline visualization
- 80%8.0
- Customizable reports
- 80%8.0
- Custom fields
- 70%7.0
- Custom objects
- 70%7.0
- Scripting environment
- N/AN/A
- API for custom integration
- N/AN/A
- Role-based user permissions
- 90%9.0
- Single sign-on capability
- 80%8.0
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- 90%9.0
- Compensation management
- 90%9.0
- Mobile access
- N/AN/A
Finally, a CRM that doesn't get more expensive the more you use it!
- Customer data management / contact management
- 100%10.0
- Workflow management
- 80%8.0
- Territory management
- 60%6.0
- Opportunity management
- 70%7.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 60%6.0
- Quote & order management
- 80%8.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 60%6.0
- Case management
- 70%7.0
- Call center management
- 40%4.0
- Help desk management
- 50%5.0
- Lead management
- 80%8.0
- Email marketing
- 90%9.0
- Task management
- 80%8.0
- Billing and invoicing management
- 90%9.0
- Reporting
- 90%9.0
- Forecasting
- 90%9.0
- Pipeline visualization
- 90%9.0
- Customizable reports
- 90%9.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- Scripting environment
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 90%9.0
- Social engagement
- 90%9.0
- Marketing automation
- 100%10.0
- Compensation management
- 80%8.0
- Mobile access
- 70%7.0
Review for Zoho CRM
- Customer data management / contact management
- 70%7.0
- Workflow management
- 80%8.0
- Territory management
- 70%7.0
- Opportunity management
- 70%7.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 80%8.0
- Quote & order management
- 70%7.0
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- 90%9.0
- Case management
- 80%8.0
- Call center management
- 80%8.0
- Help desk management
- 90%9.0
- Lead management
- N/AN/A
- Email marketing
- N/AN/A
- Task management
- 90%9.0
- Billing and invoicing management
- 90%9.0
- Reporting
- 90%9.0
- Forecasting
- 90%9.0
- Pipeline visualization
- 80%8.0
- Customizable reports
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 80%8.0
- Scripting environment
- 90%9.0
- API for custom integration
- 90%9.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 90%9.0
- Social data
- 90%9.0
- Social engagement
- 90%9.0
- Marketing automation
- 80%8.0
- Compensation management
- 90%9.0
- Mobile access
- N/AN/A
Zoho is Perfect
- Customer data management / contact management
- 90%9.0
- Workflow management
- 90%9.0
- Territory management
- 90%9.0
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 10%1.0
- Contract management
- N/AN/A
- Quote & order management
- 90%9.0
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- 90%9.0
- Case management
- 100%10.0
- Call center management
- 90%9.0
- Help desk management
- 90%9.0
- Lead management
- 90%9.0
- Email marketing
- 90%9.0
- Task management
- 90%9.0
- Billing and invoicing management
- N/AN/A
- Reporting
- 80%8.0
- Forecasting
- 80%8.0
- Pipeline visualization
- 90%9.0
- Customizable reports
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- Scripting environment
- 90%9.0
- API for custom integration
- N/AN/A
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- N/AN/A
- Social data
- 100%10.0
- Social engagement
- 100%10.0
- Marketing automation
- N/AN/A
- Compensation management
- N/AN/A
- Mobile access
- N/AN/A
Best tool for data management
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Territory management
- 100%10.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 100%10.0
- Quote & order management
- 100%10.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 100%10.0
- Case management
- 100%10.0
- Call center management
- 100%10.0
- Help desk management
- 100%10.0
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- 100%10.0
- Billing and invoicing management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- Scripting environment
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 100%10.0
- Social engagement
- 100%10.0
- Marketing automation
- 100%10.0
- Compensation management
- 100%10.0
- Mobile access
- 100%10.0
- Customer data management / contact management
- N/AN/A
- Workflow management
- N/AN/A
- Territory management
- N/AN/A
- Opportunity management
- N/AN/A
- Integration with email client (e.g., Outlook or Gmail)
- N/AN/A
- Contract management
- N/AN/A
- Quote & order management
- N/AN/A
- Interaction tracking
- N/AN/A
- Channel / partner relationship management
- N/AN/A
- Case management
- N/AN/A
- Call center management
- N/AN/A
- Help desk management
- N/AN/A
- Lead management
- 80%8.0
- Email marketing
- 60%6.0
- Task management
- 70%7.0
- Billing and invoicing management
- 80%8.0
- Reporting
- 80%8.0
- Forecasting
- N/AN/A
- Pipeline visualization
- N/AN/A
- Customizable reports
- N/AN/A
- Custom fields
- N/AN/A
- Custom objects
- N/AN/A
- Scripting environment
- N/AN/A
- API for custom integration
- N/AN/A
- Role-based user permissions
- N/AN/A
- Single sign-on capability
- N/AN/A
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- 90%9.0
- Compensation management
- N/AN/A
- Mobile access
- 60%6.0
Zoho CRM Really Helps Your Business!
- Customer data management / contact management
- 90%9.0
- Workflow management
- 90%9.0
- Opportunity management
- 90%9.0
- Contract management
- 90%9.0
- Quote & order management
- 90%9.0
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- 90%9.0
- Case management
- 90%9.0
- Call center management
- 90%9.0
- Help desk management
- 90%9.0
- Lead management
- 100%10.0
- Email marketing
- N/AN/A
- Task management
- 100%10.0
- Reporting
- 80%8.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 90%9.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- Scripting environment
- N/AN/A
- API for custom integration
- 90%9.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 100%10.0
- Social engagement
- 100%10.0
- Marketing automation
- N/AN/A
- Compensation management
- N/AN/A
- Mobile access
- 90%9.0
Zoho CRM Review
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Territory management
- 80%8.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Quote & order management
- 100%10.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 60%6.0
- Case management
- 70%7.0
- Help desk management
- 80%8.0
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 90%9.0
- Customizable reports
- 80%8.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- Scripting environment
- 70%7.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 100%10.0
- Social engagement
- 100%10.0
- Marketing automation
- 80%8.0
- Compensation management
- 80%8.0
- Mobile access
- 100%10.0
Zoho CRM - A suitable option
- Customer data management / contact management
- 100%10.0
- Workflow management
- 80%8.0
- Territory management
- 60%6.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 70%7.0
- Quote & order management
- 70%7.0
- Interaction tracking
- 40%4.0
- Channel / partner relationship management
- 60%6.0
- Case management
- 50%5.0
- Help desk management
- 30%3.0
- Lead management
- 90%9.0
- Email marketing
- 70%7.0
- Task management
- 60%6.0
- Billing and invoicing management
- 50%5.0
- Reporting
- 80%8.0
- Forecasting
- 50%5.0
- Pipeline visualization
- 80%8.0
- Customizable reports
- 80%8.0
- Custom fields
- 100%10.0
- Custom objects
- 80%8.0
- Scripting environment
- 90%9.0
- API for custom integration
- 90%9.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 20%2.0
- Social engagement
- 20%2.0
- Marketing automation
- 70%7.0
- Compensation management
- 40%4.0
- Mobile access
- 90%9.0