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…
Best cost-effective CRM platform
Good budget CRM for growing businesses
Zoho is a very Powerful tool that has helped me automate multiple daily reporting tasks!
A MUST for sales and marketing function
ZOHO CRM - A DECENT CRM TOOL AT A VERY AFFORDABLE COST. IT'S VERY GOOD, BUT NOT BRILLIANT.
Unlocking Efficiency and Growth: Zoho CRM
Zoho CRM integrates with all your platforms seamlessly
Zoho - not for the non-tech user
Great start but falls away as you want more
Zoho CRM
Value for money and best customer support
Great product
Zoho CRM Review
Zoho CRM / Go Cloud easier
How Zoho CRM Differs From Its Competitors
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Zoho Customer Experience
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 …
Return on Investment
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
As mentioned previously, Zoho CRM has greatly …
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
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.
- 7.3Territory 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.
- 7.4Integration 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.
- 7.3Help 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.
- 8.3Role-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
- 6.5Likelihood to Renew37 ratings
- 9.2Availability5 ratings
- 7.7Performance5 ratings
- 8.5Usability170 ratings
- 6.3Support Rating67 ratings
- 6.5Online Training7 ratings
- 8In-Person Training1 rating
- 6Implementation Rating14 ratings
- 8.1Configurability112 ratings
- 7.7Product Scalability4 ratings
- 6Ease of integration4 ratings
- 9.2Vendor pre-sale8 ratings
- 8.7Vendor post-sale8 ratings
- 8.3Professional Services7 ratings
- 9.5Contract Terms and Pricing Model21 ratings
- 8.2Zoho CRM Scalability75 ratings
Reviews
(1-3 of 3)Zoho is a very Powerful tool that has helped me automate multiple daily reporting tasks!
This also helps us identify prospects for upsell cross sell based on their payment status.
i am regularly Reporting and Analytics to make reports for the management and also activity monitoring . I have also integrated it with a telephony tool to keep a track of daily calls, average duration of calls etc.
- Reporting Interface can be shared to multiple admins , easy of access
- concurrent view of the same report at the same time without glitches
- Views created saves time so that every time filter doesn't have to be applied
- Use of formulas is one area which is tricky
- Blueprint is a powerful tool, need to have multiple sample blueprint in the system
- Tracking deal stage movement isn't precise
A large teams performance dashboard can be presented on the zoho interface rather than excel or google sheets which is very handy tool.
Less appropriate:
Need to have more chart design options, playing with formatting of chart area, plot area, legend etc . We can also look at exploring forecasting capabilities with the charts like how it is in PowerBI and Excel.
- Customer data management / contact management
- 60%6.0
- Workflow management
- 70%7.0
- Territory management
- 90%9.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 60%6.0
- 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
- 70%7.0
- Help desk management
- 80%8.0
- Lead management
- N/AN/A
- Email marketing
- N/AN/A
- Task management
- N/AN/A
- Billing and invoicing management
- N/AN/A
- Reporting
- 80%8.0
- Forecasting
- N/AN/A
- Pipeline visualization
- 100%10.0
- Customizable reports
- 90%9.0
- Custom fields
- 80%8.0
- Custom objects
- N/AN/A
- Scripting environment
- N/AN/A
- API for custom integration
- N/AN/A
- Role-based user permissions
- 80%8.0
- Single sign-on capability
- 90%9.0
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- N/AN/A
- Compensation management
- N/AN/A
- Mobile access
- 90%9.0
Flexible because it gives me many options to define new fields based on the requirement
I have been able to customize it about 80% of my current requirement and remaining 20% i am still exploring the options and reaching out to support
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 much easier which otherwise would have been very tough
- 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 lead ageing
- Zoho Social and Zoho Sign
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.
I have implemented the Blueprint functionality to control the action of each sales managers and also the Workflow rules to send automated emails to the respective owner and the admins, so everyone is apprised on the movements of large deals.
I Don't feel any advanced technical skills are required to manage the zoho crm, except one to have a good understanding of the microsoft excel.
The Report module is designed in such a way that anyone will be able to customise a report in a matter of few clicks , including making visualizations by groupign rows and columns data.
One thing which can be improved is on of chart options provided , something like box plot , waterfall, sunburst, or Treemap aren't supported in zoho crm
- Blueprint customization
- Deal pipeline segmentation for different teams
- Workflow rules for automated emails
- Lead segmentation by lead status
- New field customization feature
- Integrating with a tata telephony solution was innovative
- Automation of lead assignments to different calling managers
- Kanban view customized view for review purposes
- Formula fields are not working perfectly at this point , i feel zoho can improve this further
- VLOOKUP of contacts is also one area that isn't very smooth while customizing new fields
- stage movements aren't accurate in the professional edition
- while customizing report the stage duration option does not show up
I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
- Cloud Solutions
- Scalability
- Integration with Other Systems
- Ease of Use
- Implemented in-house
- multiple calls with the zoho spoc
- Online Training
The training was for 4 days and was a paid training course, it was a short batch size, but i saw a great commitment from the trainer in terms of work ethics and addressing queries.
- reports
- Lead addition
- New field customisation
- Formula fields customization
- Email integration
- tata telephony
- Not as of now
- AppExchange or similar marketplace
- Reports
- Interface of leads and contacts
- More Automation options
- Increased no of blueprint limitations
High Marks for Zoho
- Keep notes centralized in one place
- Helps us see the big picture of everyone's tasks in the system
- Helps us filter leads via tags for follow up
- We tried looking into Zoho Projects for project management, but it was too cumbersome and didn't seem very flexible--we turned to Trello for that need.
- I'd like an easier way to customized it a bit, but always had to involve someone from Zoho who sounds like they were from India, and the language barrier and strong accent was hard to understand and communicate what I needed.
- There are so many features in Zoho, almost wish there was a way to hide those options we're not using at the moment.
- Customer data management / contact management
- 80%8.0
- Workflow management
- 50%5.0
- Territory management
- N/AN/A
- Opportunity management
- N/AN/A
- Integration with email client (e.g., Outlook or Gmail)
- 40%4.0
- Contract management
- 90%9.0
- Quote & order management
- N/AN/A
- Interaction tracking
- 70%7.0
- Channel / partner relationship management
- 70%7.0
- Case management
- N/AN/A
- Call center management
- N/AN/A
- Help desk management
- N/AN/A
- Lead management
- 70%7.0
- Email marketing
- 70%7.0
- Task management
- 60%6.0
- Billing and invoicing management
- N/AN/A
- Reporting
- 70%7.0
- Forecasting
- 30%3.0
- Pipeline visualization
- 30%3.0
- Customizable reports
- 50%5.0
- Custom fields
- 50%5.0
- Custom objects
- 50%5.0
- Scripting environment
- N/AN/A
- API for custom integration
- N/AN/A
- Role-based user permissions
- 60%6.0
- Single sign-on capability
- 50%5.0
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- N/AN/A
- Compensation management
- N/AN/A
- Mobile access
- 40%4.0
- It's helped us become more efficient and transparent in the people we are cultivating relationships with
- We can see the status of everyone's work rather than just our own
- We don't know quite how to use all the forecasting and pipeline options, which would be really helpful for us
- centralized location for all of our organization program history and participant information (database)
- centralized location for documenting all of our business development leads and proposals
- you can see the partnership history of an organization or individual that we've interacted with over the years
- we turned the CRM into our participant databased alongside our business development work
- we've integrated MailChimp into the CRM and connected our website so that traffic flows from the website to the CRM and we can track it
- Eventually we'd love to be able to create some dashboards that connect to our revenue goals and report out the data we need rather than manually doing it ourselves in spreadsheets
- Eventually we'd like to be able to forecast our revenue goals for the year
- Scalability
- Integration with Other Systems
- Ease of Use
- Implemented in-house
- Third-party professional services
- Technical issues on the Zoho end, they would implement a change and it wouldn't go according to plan or cause more issues in our system
- the length of time it takes to do this work has been underestimated
- Online Training
- No Training
- Adding in new leads
- Adding in notes to contact pages
- Adding in contracts and the associated files
- being able to only use a certain number of tags in the system
- contacts aren't associated with an organization until they've been converted
- Mailchimp
- Trello
- Xero, our accounting system
- API (e.g. SOAP or REST)
- WE have not done the upgrade
- WE have not done the upgrade
Zoho CRM - Great value for small businesses
- Organize data
- Several filters to allow you to view data in different ways
- Allows us to manage tasks
- Calendar integration is buggy
- RingCentral integration is buggy
- Social integration is a little lacking
- Customer data management / contact management
- 100%10.0
- 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
- N/AN/A
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 100%10.0
- Lead management
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- N/AN/A
- 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
- 70%7.0
- Marketing automation
- 80%8.0
- Mobile access
- 100%10.0
- Allows us to keep costs down compared to other CRMs
- Provides us more reporting options
- Great UX layout
- Task management
- Lead management
- Account management
- Lead/account scoring
- Revenue tracking
- Social media integration for leads
- Price
- Product Features
- Product Usability
- Implemented in-house
- Third-party professional services
- 3rd party integrations that required custom codes
- Online training
- Task management
- Account management
- Lead management
- Blueprints
- Workflow creation
- Email marketing
- Website forms
- Easier navigation
- Smoother interface
- N/A