Zoho CRM Reviews

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Score 7.8 out of 100

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Reviews (1-25 of 67)

Adam Montgomery profile photo
September 21, 2019

Zoho CRM has it all!

Score 9 out of 10
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Likelihood to Recommend

Zoho CRM is a great CRM for organizations of all sizes. It's best used as a tool to organize and communicate with clients and prospective clients. Our sales staff uses it on a daily basis to continuously keep notes on their communication with clients during the sales process.

At times, it feels like Zoho CRM is trying to offer too much and it can be overwhelming if trying to use all features and capabilities. It's better to focus on a handful of features and get your organization using those features on a consistent basis than trying to incorporate everything that Zoho can do.
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Prashant Choudhary profile photo
Score 8 out of 10
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Likelihood to Recommend

Zoho CRM is well suited for sales professionals in any firm. It saves a lot of hassle and provides ease of access, time management and helps in keeping track of the entire sales team. It helps in analytics of a singular user as well as a team, but there are scenarios where certain duplicate accounts are created for clients when working over various locations, and it should have some account integration modules for duplicate accounts.
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Nicolas Bedard profile photo
Score 6 out of 10
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Likelihood to Recommend

I don't see a time where the CRM wouldn't be functional. It is dependent on what the company needs it for, but I believe it's good for everything. You have the ability to chat, create personalized dashboards for different departments, see the history of a lead. I believe it's quite suited to our cause.
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Oral Tosun profile photo
Score 8 out of 10
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Likelihood to Recommend

Since you can use it for free, Zoho CRM fits both small and large company profiles. You can use it on mobile or desktop devices. Zoho CRM's multiplatform apps work well. You can add new customers via your smartphone. Reaching customers via email has fierce competitors such as Aweber and Mailchimp. Thus it is better to use these fancy apps for sending emails rather than ZohoCRM.
Read Oral Tosun's full review
Amy Gray profile photo
September 06, 2019

Amy's Review on Zoho CRM

Score 10 out of 10
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Likelihood to Recommend

I've worked at a lot of contact centers and Zoho is one of the most user-friendly. Instead of having multiple platforms, Zoho pretty much puts it all in one.
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Tanish Pruthi profile photo
Score 7 out of 10
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Likelihood to Recommend

Zoho really becomes useful when we use it to analyze how the marketing department is doing as a whole. We also use it to calculate the ROI of various marking channels. We use data like the number of pre-qualified leads, potentials and closed deals. Downloading the data out of Zoho to do offline analysis is quite easy. We compare the amount that was spent on marketing and closed deals to draw conclusions.
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Michael Brennan profile photo
Score 9 out of 10
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Likelihood to Recommend

Zoho CRM is a robust yet simple enough product that is immediately ready to improve the sales processes of any company -- both startups and established organizations are able to optimize their bottom line with Zoho CRM. The product is (despite its favorable price compared to its competitors) powerful enough to create complex automations, custom workflows, and comprehensive reports.
The product is not suited for really small enterprises where it would not make sense to go through all the planning necessary for the implementation.
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Andrew McClean profile photo
Score 8 out of 10
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Likelihood to Recommend

Well suited for basic sales and pipeline management. Not appropriate if those leads or prospects need to be transferred into other organizations or companies. Good to use on more individualized sales teams, but not particularly great when it comes to collaborations. Limited tagging and chatting options for collaborative sales.
If you are planning to work a pipeline to generate sales and are not in need of a great deal of communication between employees, this will be great for you.
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No photo available
Score 9 out of 10
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Likelihood to Recommend

Zoho CRM is very comprehensive in meeting its customer management needs. The software organizes information about their contacts for better lead generation. The entire program can be very easily customizable. Effective sales funnel and tracking, meaningful collaboration, rigor lead tracking, and the contacts mechanism are some of the features we use often.
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Ashley Gennett profile photo
Score 10 out of 10
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Likelihood to Recommend

Zoho is great for anyone who has to handle a customer database -- large or small. With the customizable views, reports, dashboards, you can be sure that you are getting everything you need from the software. The ability to add customizable modules is also extremely helpful. As for less appropriate scenarios, I truly don't have any. Being a portfolio of companies, we use this across the board... our companies range from large to small, and it's been great for all of them!
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Sarah Lohsl profile photo
Score 10 out of 10
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Likelihood to Recommend

Zoho is great for any type of sales team or billing. I haven't used it for any other reason but I'm sure it helps with a number of scenarios. Our tech support team wouldn't want to necessarily use it because the workflow they use is much different than what a retention management system would provide. Specifically, it's great for our leads and prospective customers and even current customers. We are able to track our calls with them, emails, set up templates, follow lead status, convert unqualified leads to qualified. I love it!
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Yemsi Pino profile photo
Score 9 out of 10
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Likelihood to Recommend

Zoho CRM is well suited to follow up the requirements from the customers and some of the observations. Also, following up all the customer's requirements and the time to deliver the first product for customer's notes. When the observations are too large, the time for attending tickets are not adjusted for this amount of work and we need some extra time, for this items the software is less appropriate.
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Tolga Özgentürk profile photo
Score 8 out of 10
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Likelihood to Recommend

Zoho Sales IQ is a great tool to have for a SaaS product. Improved our customer engagement levels and feedback results. I'd highly recommend it to colleagues in the same industries. It allowed us to improve our sales metrics significantly. We now have a sales team dedicated to monitor Sales IQ and we're highly satisfied.
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Ismail Egilmez profile photo
August 08, 2018

Brilliant Software

Score 9 out of 10
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Likelihood to Recommend

A specific scenario might be if you are a software company and selling your subscription-based software, you most likely need prospects coming into your radar. Other than creating the business from outbound sales, you have to create inbound sales to feed your sales. Zoho helps you to generate business for your inbound part. It's really helpful to catch hold of people at the very first step.
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Dominic Johnson profile photo
Score 10 out of 10
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Likelihood to Recommend

I believe it is wonderful for tracking sales and accounting data. I don't find it as useful for marketing. Campaigns and templates need a lot of improvement. It should also have some sort of social media interaction. The ability to post to multiple sites would be incredibly helpful. I feel it should also integrate directly with LinkedIn.
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Kemal Ertas profile photo
Score 8 out of 10
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Likelihood to Recommend

Zoho is not appropriate for support management and ticket creation. People who think that this is an alternative to Intercom or Zendesk should think twice. It is better used for engaging website visitors at the right time with the right context. It has generated a sizeable amount of pipeline for the team.
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No photo available
September 26, 2018

Good for sales teams

Score 8 out of 10
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Likelihood to Recommend

Zoho CRM is very well suited for marketing teams who want to learn more about their customers. Also, Zoho CRM platform is great for sales teams who want to keep, track and manage all of the sales and customer's data in one place. For companies who can't afford Salesforce, Zoho CRM could be a great solution.
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Scott French profile photo
Score 10 out of 10
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Likelihood to Recommend

If you need to track deals, quotes, or whatever you want to call it, Zoho CRM is your man. Set it up and use it every day to help manage your sales process, whether it's a single guy or team of 100 I think Zoho CRM will work for you.
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No photo available
Score 10 out of 10
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Likelihood to Recommend

This product works well for a small office. Its remote capability and ease of implementation make it useful for the small business to get up and running. It can work well from anywhere with internet. It's easy to collaborate with the team. Notes are universally viewed. Seamless communication and professional presentation.
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No photo available
Score 7 out of 10
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Likelihood to Recommend

Zoho seems great for medium size business but not for teams greater than 50 users. However, this greatly depends on the particular business model.
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Elaine Foster profile photo
Score 6 out of 10
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Likelihood to Recommend

Zoho is great for startups as a low-budget CRM. It provides enough developer tools and non-developer-friendly tools, allows important reports to be pulled as spreadsheets of various kinds, and allows you to organize specific views by user type or user progress. However, their support is very slow to respond and it is sometimes difficult to find what you need on user profiles since the modules add up and make the page crowded.
Read Elaine Foster's full review

Feature Scorecard Summary

Customer data management / contact management (47)
8.7
Workflow management (44)
8.7
Territory management (33)
8.5
Opportunity management (43)
8.7
Integration with email client (e.g., Outlook or Gmail) (39)
7.8
Contract management (30)
8.2
Quote & order management (35)
8.3
Interaction tracking (44)
9.1
Channel / partner relationship management (31)
8.4
Case management (34)
8.2
Call center management (31)
8.1
Help desk management (33)
8.1
Lead management (45)
8.7
Email marketing (36)
8.6
Task management (40)
8.7
Billing and invoicing management (31)
8.2
Reporting (32)
8.4
Forecasting (38)
8.8
Pipeline visualization (39)
8.7
Customizable reports (41)
8.7
Custom fields (44)
8.3
Custom objects (35)
8.2
Scripting environment (30)
8.7
API for custom integration (32)
8.2
Single sign-on capability (36)
9.1
Role-based user permissions (38)
8.9
Social data (34)
8.1
Social engagement (35)
8.0
Marketing automation (34)
8.2
Compensation management (26)
8.2
Mobile access (33)
7.8

About 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.

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 Integrations

Zoho CRM Competitors

Pipedrive, HubSpot CRM, Insightly, SAP Digital CRM, Sugar Sell (SugarCRM), Vtiger, Salesforce Lightning Platform (formerly Salesforce App Cloud) - deprecated, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)

Pricing

  • 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

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