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Zoho CRM

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 project…

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Learn from top reviewers

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/month
    Optional
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

Guided Tour | Zoho CRM Overview

www.zoho.com
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8.1
Avg 7.8

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.9
Avg 7.6

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.1
Avg 7.7

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.2
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.1
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.9
Avg 7.6

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.

8.2
Avg 8.4

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.9
Avg 7.4

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

8.2
Avg 7.4

Platform

8.2
Avg 7.5
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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

Customer Story: Zoho CRM Helps CG Arena

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 Customer data management / contact management and Opportunity management and Marketing automation highest, with a score of 8.4.

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

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Reviews From Top Reviewers

(1-5 of 311)

Best CRM for great database mangement features with amazing sales tools

Rating: 9 out of 10
November 04, 2024
SS
Vetted Review
Verified User
Zoho CRM
2 years of experience
Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.

Zoho CRM integrates with all your platforms seamlessly

Rating: 8 out of 10
August 21, 2024
JU
Vetted Review
Verified User
Zoho CRM
2 years of experience
Zoho CRM allows users from anywhere to get real-time updates on projects they are associated with. From the sales rep to the operations manager - you can see where the project is at in the process at any time. The biggest problem I have had is customer support. You have to pay to talk to someone outside regular business hours.

Zoho CRM has what you need from A - Zoho

Rating: 10 out of 10
August 17, 2024
SL
Vetted Review
Verified User
Zoho CRM
4 years of experience
I generally tell people because of the various suites of apps that Zoho has to offer, it's a great service as you can grow and expand as you need some of the other modules and they all integrate seamlessly together. And if someone just needs a contact manager for an uber basic contact list, Zoho has an app for that as well that can be upgraded to a more feature rich service later when needed. There is a free trial but my advice to anyone who wishes to truly incorporate Zoho CRM or the full suite of Zoho One into their business to work with a certified Zoho Partner who can customize Zoho CRM so you can onboard yourself and staff much more quickly based on how your currently operate your business. While Zoho is not as widely known as SalesForce or even Hubspot, it is simply a superior product for any size business.

Zoho CRM Provided Automation & Efficiencies For Our Teams

Rating: 10 out of 10
August 06, 2024
MW
Vetted Review
Verified User
Zoho CRM
4 years of experience
If you have data, this is the product for you. You can use their built in tools to retrieve data from so many different sources from a simple excel sheet, to Google docs, to other CRM's. If you have teams and need to share your data this is the product for you. If you need to quickly aggregate data and manipulate reports, this product will suit you well.

Strong CRM to Get Sales Started

Rating: 7 out of 10
July 26, 2024
If Zoho CRM matches your philosophy of business and the way you want to organize your sales, go for it!
Zoho CRM is quite unique with its set of features and it can become hard to customize it to too specific needs or languages. However, if Zoho CRM matches needs from the start I would suggest not to remake it.
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