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Zoho CRM Reviews

449 Ratings
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Score 7.9 out of 100
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Reviews (1-4 of 4)

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June 18, 2015

The Swiss Army Knife of CRM Systems

Ron Sherwood | TrustRadius Reviewer
Ron Sherwood
Score 8 out of 10
Vetted Review
Verified User
Review Source

Implementation Rating

8
The CRM is only as good as the data you put into it. Spend the time up-front to clean up your old data sources prior to importing them into Zoho.
Read Ron Sherwood's full review
April 09, 2014

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

Usman Ghani | TrustRadius Reviewer
Usman Ghani
Score 8 out of 10
Vetted Review
Reseller
Review Source

Implementation Rating

8
Although you can implement Zoho CRM yourself but the effort required in learning the application is demanding. Always choose a professional who has some sort of processes to define CRM scope before implementation.
Read Usman Ghani's full review

Zoho CRM Scorecard Summary

Likelihood to Recommend (449)
7.9
Likelihood to Renew (19)
7.6
Usability (5)
8.0
Availability (1)
9.0
Performance (1)
9.0
Support Rating (5)
7.0
Online Training (2)
8.2
Implementation Rating (4)
8.0

Feature Scorecard Summary

Customer data management / contact management (51)
7.9
Workflow management (48)
7.9
Territory management (36)
7.6
Opportunity management (46)
7.8
Integration with email client (e.g., Outlook or Gmail) (43)
7.0
Contract management (34)
7.4
Quote & order management (39)
7.3
Interaction tracking (48)
7.9
Channel / partner relationship management (34)
7.3
Case management (38)
7.7
Call center management (34)
7.2
Help desk management (36)
7.5
Lead management (49)
8.2
Email marketing (40)
8.1
Task management (44)
7.9
Billing and invoicing management (35)
7.6
Reporting (36)
7.9
Forecasting (42)
7.8
Pipeline visualization (43)
8.0
Customizable reports (45)
8.0
Custom fields (47)
8.1
Custom objects (38)
7.6
Scripting environment (33)
7.7
API for custom integration (35)
7.4
Single sign-on capability (40)
7.7
Role-based user permissions (42)
7.9
Social data (37)
7.3
Social engagement (38)
7.3
Marketing automation (38)
7.3
Compensation management (30)
7.1
Mobile access (37)
6.8

What is Zoho CRM?

Zoho CRM is designed to empower organizations with a complete customer relationship lifecycle management solution for managing organization-wide sales, marketing, customer support & service and inventory management in a single business system.

According to the vendor, Zoho CRM's sales force automation solution helps users track leads, prospects, business opportunities and close more deals in less time. Additionally, the vendor says users can effectively use the existing customer data for future up-selling and cross-selling opportunities.

With Zoho CRM marketing automation, users can plan marketing activities with the goal of improving the quality of the lead generation process. Additionally, users can measure the performance and effectiveness (ROI) of campaigns.

Zoho CRM's Cases and Solutions functionality empowers users to streamline the organization-wide customer support process, so they can enable a better integration between sales and customer support processes in a single system.

Zoho CRM Inventory Management aims to help users achieve seamless integration between pre-sales and post-sales activities in a single application. In addition, users can also track procurement of goods or services from a preferred list of vendors.

Categories:  Contact Management,  Sales Forecasting,  Customer Relationship Management (CRM)

Zoho CRM Features

Sales Force Automation Features

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management

Customer Service & Support Features

Has featureCase management
Has featureCall center management
Has featureHelp desk management

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureBilling and invoicing management
Has featureReporting

CRM Reporting & Analytics Features

Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Social CRM Features

Has featureSocial data
Has featureSocial engagement

Integrations with 3rd-party Software Features

Has featureMarketing automation
Has featureCompensation management

Platform Features

Has featureMobile access

Zoho CRM Screenshots

Zoho CRM Video

Get to know Zoho CRM

Zoho CRM Downloadables

Zoho CRM Integrations

Zoho CRM Competitors

Zoho CRM Pricing

Starting Price: $12

  • Has featureFree Trial Available?Yes
  • Has featureFree or Freemium Version Available?Yes
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional
EditionPricing DetailsTerms
Standard$12per user, per month
Professional$20per user, per month
Enterprise$35per user, per month
Ultimate$45per user, per month

Zoho CRM Support Options

 Free VersionPaid Version
Email
Forum/Community
FAQ/Knowledgebase
Phone
Live Chat

Zoho CRM Technical Details

Deployment Types:SaaS
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