Zoho CRM

Zoho CRM

Customer Verified
Top Rated
About TrustRadius Scoring
Score 8.3 out of 100
Top Rated
Zoho CRM

Overview

Recent Reviews

Zoho CRM is simple and easy

8 out of 10
April 28, 2022
We use Zoho CRM to keep our leads and customers organized. We know where our leads are at in the sales process and store all our data on …
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CRM

8 out of 10
April 22, 2022
We use it on a daily basis to put information about companies and the people that work for them.
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Reviewer Sentiment

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Awards

TrustRadius Award Top Rated 2022
TrustRadius Best of Award, Best Of Feature Set 2022
TrustRadius Award Top Rated 2021
TrustRadius Award Top Rated 2020

Popular Features

View all 31 features

Lead management (201)

8.5
85%

Customer data management / contact management (216)

8.4
84%

Custom fields (215)

8.4
84%

Workflow management (205)

7.9
79%

Reviewer Pros & Cons

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Video Reviews (4)

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Pricing

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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

Features Scorecard

Sales Force Automation

8.0
80%

Customer Service & Support

7.5
75%

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

7.8
78%

Integrations with 3rd-party Software

7.6
76%

Platform

7.8
78%

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

Zoho CRM Home - See your leads, open tasks, opportunities, and sales pipeline by stage all within the Zoho CRM home page.Blueprint - Zoho CRM's Blueprint helps ensure everyone in your team follows the right process, even when you're not looking. Make your sales processes scale, and give the same level of attention to the right customers and leads.Analytics - In-depth CRM analytics to help you make smarter business decisions. From lead analytics to deal insights, activity stats, and email analytics, monitor every aspect of your sales cycle any time, anywhere with pre-defined dashboard views.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.Setup - Configure and control your CRM from a unified Setup page.Leads - From lead generation to scoring to conversion, Zoho CRM's lead management software ensures proper follow-up to move your leads through the sales pipeline.SalesSignals - SalesSignals in Zoho CRM gives you the real-time analytics and notifications you need to reach out to every customer. SalesSignals can also send you real-time notifications when a customer interacts with you or your company on social media, so that you can respond right away.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.Document Library - Organize and manage all your business related files and also share it with people in your organization. Upload various types of files and share with the users based on their profile permissions in the organization's CRM account.Marketplace - Features a host of carefully handpicked extensions for Zoho CRM. Extend your CRM functionality to do more than what it could originally.

Zoho CRM Video

Get to know Zoho CRM

Zoho CRM Downloadables

Zoho CRM Integrations

Zoho CRM Competitors

Zoho CRM Technical Details

Deployment TypesSaaS
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

Comparisons

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Frequently Asked Questions

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 management module.

How much does Zoho CRM cost?

Zoho CRM starts at $14.

What is Zoho CRM's best feature?

Reviewers rate Role-based user permissions highest, with a score of 8.8.

Who uses Zoho CRM?

The most common users of Zoho CRM are from Small Businesses (1-50 employees) and the Information Technology & Services industry.

Reviews

(1-25 of 31)
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Score 5 out of 10
Vetted Review
Verified User
Review Source
I've been using Zoho a whole lot less lately than I used to, likely because we've paused on sales efforts in order to give our fulfillment team an opportunity to get caught up. We also had a category called Pre-Zoho dispensary leads that our sales coordinator deleted, so we lost a ton of data and it makes me a little sick when I know there should be info in there, and it's gone.
Pearson Lyverse | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
Although I would not crown Zoho Enterprise or Professional CRM programs as the industry leaders, the platforms are very responsive, concise, helpful in building business and customer service, and incredibly affordable! We love it!
Rafael Grandizoli | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Besides other CRM platforms Zoho CRM is the most cost-effective. Easy implementaiton and modifying, possibilities to create custom modules to fit your needs, and integrations with many platforms are some of the key points that Zoho does better than others.
Stephen Lalla | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We've been longtime users of Zoho CRM and from there it was Zoho Docs, then Zoho Books, Zoho Sites, until at some point when Zoho One, the full suite of all Zoho products was launched we went with that subscription as it was the most cost effective. I occasionally will peruse other CRM's but none of them are as fully integrated or as feature rich as Zoho CRM is.
Sachin Singla | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
I didn't face any issue while using and configuring Zoho CRM. It cater all the needs which are fundamentally essential for a business to work and grow. With the help of Zoho CRM we are providing our customers a better and enhanced experience.

Some of key features which deserve this high rating are:
  • Lead management
  • Workflow automation
  • Customer Management
  • Event Management
  • Team Collaborations
Jon Porreca | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.
Score 6 out of 10
Vetted Review
Verified User
Review Source
I think Zoho is a good tool for sales people that have some experience working in a CRM. As for managers, Zoho provides great information that can be analyzed to help guide new training, new strategies, and new approaches to help grow the business. Furthermore, Zoho provides our marketing team with great information around "deal type" and "industry" so we know where to spend our marketing dollars and who our ideal demographic can be for different campaigns.
James Lochran | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We went through an exhaustive process doing this evaluation and in the process took the time to really understand the objectives and requirements of all groups within the organization. Now that the system is in place it needs to be used and refined over a long period to time in order to get the full value. As a result you need to consider the long-term and renewal knowing that the system will get better the more you use it.
Ajay Gupta | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Review Source
As stated in my earlier comments, this is an end to end tracking tool that integrates with common platforms. There is a lot of room for growth in their calendaring and integration, but it's obvious that they are working on it. For the price, I would give this a 10 on functionality. If I had to rate this on service, I would give it a 0. Their support process is embarrassing. If you have the time to muddle through the dead ends associated with a new and dynamic platform, then go ahead. If you want to get even the most basic level of support, then go somewhere else.
Anthony Johnson, MBA | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
I will definitely use it again for small businesses and projects. It does not appear to have quite as much integration with as many external apps as Salesforce, but it is a great option for small businesses. Admittedly I have not yet pushed it all the way to its limit in every way possible, but that has been my experience so far in using it for two different companies, and I look forward to really seeing how far it can go. The cost, ease of use, and customizability make me a big fan of Zoho CRM.
Joe Martinez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Cost factors and ROI are always the driving force on adoption, implementation and retention. When and if our ERP systems are upgraded, we will see what CRM capabilities are offered and a decision will be made whether to keep Zoho or use CRM tools offered by ERP product.