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 285)
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Score 9 out of 10
Vetted Review
Verified User
Zoho is very well suited for tracking opportunities, leads, sales, etc through the entire lifecycle. The ribbon at the top makes it super easy to see where in the process something is and to update it. Reports are very easy to create and update. I had no experience with Zoho before I started at this position less than a year ago, and I easily learned to enter records, create reports, and even redesign layouts.
Score 8 out of 10
Vetted Review
Verified User
though it's not the most user-friendly CRM it still gets the job done and really helps keep your company organized. they also make it easy for people to access different types of reporting
it's also helpful for setting up automations - you can link Zoho to other applications like Gmail/G-suite and Slack which helps our team get out of doing busy work to focus on larger projects that take more priority
another really cool feature is being able to connect different modules together so multiple teams can access info where they need it and helps us maintain efficiency as a entire organization
Score 8 out of 10
Vetted Review
Verified User
Zoho CRM is well suited in managing business expenses where you need to keep track of all your receipts to be submitted to the office for reimbursement. It does have challenges when you are attaching photos of your receipt. Also, when doing performance review, it is not that user friendly when it comes to navigation and approvals.
Angel Monjarás | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
The default configuration has been useful from day one. It is easy to learn, and that facilitated rapid adoption. With a little effort, custom fields and formulas can be added to suit particular needs. It is also easy to define custom views and filters, which are "remembered" and available the next time you log on.
November 28, 2022

Go Zoho CRM

Score 8 out of 10
Vetted Review
Verified User
Zoho offers a value for money products. They have good support team if ever there is a need. The tight integration that Zoho offers across their product range is quite handy if one choose to build their system using the ecosystem of products. They are also constantly rolling new applications.
Arpit Jain | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Definitely well suited for small and medium sized companies with <500 leads a month, a team of <10
But as you scale you will come across different needs like automation / AI / data analysis where Zoho CRM is not the best and the most intuitive.
Score 8 out of 10
Vetted Review
Verified User
Zoho CRM is well suited as one solution and works best (in my opinion) if you are committed to the Zoho suite of products with which it integrates seamlessly. If there are other solutions being used for some or all of the functionality provided by Zoho CRM, there is likely to be redundancy, and there may be issues with integration.
Score 10 out of 10
Vetted Review
Verified User
Scenario well suited:
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.

Score 9 out of 10
Vetted Review
Verified User
Sending out emails from Zoho CRM has been very helpful with keeping up with our small database. It also let us keep track with reporting on who our emails are going out too and which ones are bouncing back. The notes section has helped our sales people in keeping track of contacts and last spoken too.
November 22, 2022

Zoho Sales Handbook

Score 10 out of 10
Vetted Review
Verified User
Tracking accounts where leads are associated with. When a Lead is converted to a qualified lead there is the capability of either associating them with existing Accounts, or creating a New Account from the company they work for. The sales team can emphasize on three types of target clients: Pre qualified, qualified and super qualified lead
Score 7 out of 10
Vetted Review
Verified User
Being able to manage design resources across multiple projects is very helpful. With Zoho we do not have to launch a MS Project Server to accomplish this activity.

On a less useful side, as we currently have the CRM setup, we have a difficult time creating an opportunity view of all current quotes.
Shivam Shrivastava | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It is well suited in order to store or gather information of the customers in order to provide the best experience as much as can. Also, it is one of the best platforms to showcase the behavior of storage also providing sales opportunities in order to get proper support and resolve the issue.
November 11, 2022

Zoho CRM Piece of Cake

Score 10 out of 10
Vetted Review
Verified User
If you are running a campaign to revive old of former customers, it's great to have Zoho, because it allows your company to create filters and send automated emails to key customers. If you are planning to personalize your system according to your needs with multiple formulas, please consider to have a Zoho partner since the support provide by the team, even when you have premium support is terrible in my opinion.
November 11, 2022

Zoho CRM to Improve Sales

Satakshi Shukla | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Lead management is a very tedious task.
Before ZOHO CRM we use to manage things on excel which takes lots of manual effort.
Zoho CRM helped us manage leads very well and let us emphasis on campaigns that are working for us and also helped us know
campaigns that are not working. Overall we are very much satisfied with the Zoho CRM
Shouvik Chatterjee | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Of most of the CRM I have used, this is one of the best in the market in comparison to functionality and API integrations. I have used Jira, Sugar, and Empluse but Zoho is something best in the market and everyone should consider it at least once. In addition, it also offers other tools to improve the workflow, but all of them not up to the mark but get's the work done.
Score 8 out of 10
Vetted Review
Verified User
I recommend Zoho CRM for anyone that is looking for a CRM that is easy to use. We are a small company but get about 3-5 leads per day, and Zoho allows us to manage them easily. We used to use Salesforce, which was a complete nightmare in my opinion. You don't need to be an expert to use Zoho.
Score 8 out of 10
Vetted Review
Verified User
Best suited Zoho CRM is best suited for its intuitive reporting and dashboard functionality Provides you with ample fields to store information at contact, lead, account and opportunity level\ Track all the stages of a lead Less appropriate The email and in-app phone call feature does not work Pricing is relatively high
Score 10 out of 10
Vetted Review
Verified User
The pricing makes it really suitable for small and mid-sized teams. If your team has recently scaled up and you are looking to standardize your sales funnel, you will need a CRM. And Zoho CRM is probably a really good solution. It is even more useful if you already use other apps in the Zoho ecosystem like Campaigns or Desk.
Dr. ROOPESH RAO | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Zoho CRM is a very handy tool when it comes to sales management, customer management, data management of customer, customer feedback, customer relationship, and it is very affordable as compared to other software and packages in the same arena. Zoho is well suited for emerging business and startups as it also provides free CRM software editions for people to get used to CRM packages. Zoho can create a niche for itself for big business
Aadeeb Siddiqui | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Zoho is one of the most preferred CRM solutions for small to mid-size business enterprises. It offers a stellar feature set, gamification modules & powerful email marketing tools at the most competitive prices in the market. Zoho CRM works incredibly well in Performance management. It provides us with a rich database to make informed decisions, accurate forecasts while regularly following up with customers. Also, Zoho CRM is outstanding in integration with the other apps & gives us the ability to create custom fields and objects for better sales management.
Score 10 out of 10
Vetted Review
Verified User
I am a fairly new user/administrator for CRM and by far the most impressive and valuable benefit of using Zoho is their customer service. I have never had any customer service more friendly, effective and efficient. When I have used their chat feature, it has always been a live knowledgable person who has helped or fixed my problems. Then immediately they email a summary of the chat with links to relevant resources to our discussion. Zoho has been very good for my growing business.
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