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We are using Zoho CRM as a company-wide CRM tool. We are an international company with head offices in 6 countries. We. use Zoho CRM for …
Starting at $14 per month
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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…
Recent Reviews
How Zoho CRM Differs From Its Competitors
Awards
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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
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
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
Product Demos
Guided Tour | Zoho CRM Overview
www.zoho.com
Features
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Product Details
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- 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
Customer Story: Zoho CRM Helps CG Arena
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
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.
Reviewers rate Custom fields and Single sign-on capability and Role-based user permissions highest, with a score of 8.4.
The most common users of Zoho CRM are from Small Businesses (1-50 employees).
Comparisons
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Reviews and Ratings
(930)Attribute Ratings
- 3.4Likelihood to Renew
- 9Availability
- 9Performance
- 8.3Usability
- 4.9Support Rating
- 9.1Online Training
- 8In-Person Training
- 7.2Implementation Rating
- 8.1Configurability
- 10Product Scalability
- 7.2Ease of integration
- 9.2Vendor pre-sale
- 9.6Vendor post-sale
- 8.3Professional Services
- 9.5Contract Terms and Pricing Model
- 8.1Zoho CRM Scalability
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
February 24, 2022
Full Functioning Contact Manager - Exceptional value for the cost.
I manage a database of over 6000 contacts. We track customer product results, schedule follow-ups, make product purchase recommendations, and train distributor members to track groups of specific product users. I find the contact sort and filter features especially helpful.
- Email tracking
- Custom field options
- Scheduling follow up
- Copy and past from one field to another
- Search options for de duplication that are more user friendly
55.55555555555556%
5.6
N/A
N/A
40%
4.0
26.666666666666664%
2.7
N/A
N/A
25%
2.5
100%
10.0
70%
7.0
N/A
N/A
100%
10.0
- ZOHO is an affordable program. We don’t track cost benefits. It is insignificant
- Online training
- Filtering and sorting contacts with abundant options
- Finding and merging duplicates required to many clicks
Yes
Extremely well
November 24, 2021
Zoho makes working fun!
Zoho CRM is being used by my entire sales team as well as my billing department. The CRM helps us keep track of prospective customers, current leads, and current customer accounts. We also recently started using the system to keep track of our billing and it has been a great help in keeping that streamlined and organized. We also track our current sales, leads converted, and daily calls/emails that need to be addressed. Zoho has also been really great at helping my team prioritize calls based on importance etc. We also started using the Twilio texting option/integration which has been a godsend to help us continue conversations with our prospective customers via text.
- Organization - we had a hard time prior to using Zoho CRM with keeping leads and qualified prospects separated in our old CRM. The fact that Zoho is so well organized, customizable and user-friendly really helps us in keeping the sales rolling in! When you're organized, you're unstoppable with outreach!
- User-Friendly - our old CRM (Salesforce) wasn't as user-friendly as Zoho CRM. I find it incredibly easy to navigate, organize, set up customization, and keeping groups of prospects linked together under one account. I love that we were able to customize filters for reports, activity lists, billing, leads, etc... SO EASY TO USE!
- Customer support is fantastic! Anytime we've come across an issue or something we didn't understand, their support team has gone above and beyond to quickly help us resolve any issues we may have had. Most of these issues were user error.
- Provides many integration possibilities to streamline follow up processes.
- One thing I have found hard to use was when trying to link certain opportunities to existing contacts. We have found the workaround for this but it was sincerely difficult for some time
- I would ask for better coloring on the actual CRM face. The bright whites make it harder for someone like me to see. I have downloaded an add-on that allows me to change the background colors and I do appreciate that Zoho's site allows for this type of change.
- I'd like to see a live chat feature on Zoho for quick help and simple questions.
- One thing I found a bit more difficult to do was integrating my Gmail with Zoho. It was a bit of a difficult process but I was able to finally get it linked.
97.77777777777779%
9.8
100%
10.0
95%
9.5
100%
10.0
100%
10.0
97.5%
9.8
100%
10.0
100%
10.0
100%
10.0
50%
5.0
- The organization which is helping our sales team not miss a beat! We are following up without having to dig for information etc.
- We close more sales when we have a clear activity list and can assess leads etc but using the scoring options
- We are able to get our work done in a user-friendly environment. It helps the day run much smoother.
- Increased customer outreach due to the many integrations Zoho offers
Much easier to use! Much more organized and the customer support is like night and day! Zoho CRM rocks!
10
Sales, Billing, and Account Management
2
Our Sales manager has worked directly with Zoho in the past and she's very good at customizing our CRM to fit our needs. She also uses the help of Zoho support to assist in areas she's unable to navigate on her own. The support has been wonderful!
- Sales outreach
- Communication
- Billing
- Text
- Creating a pipeline to show updated sales stats
- Ease of use in outreach for prospective customers
- More account management
- Training team may be able to keep track of trainings better
- Use of calendar and events
- Webinar tracking
Yes
Salesforce - was not nearly as customizable as zoho is
- Price
- Product Features
- Product Usability
The customization of what we needed to fit our company needs was perfect.
I think we made the best decision. I wouldn't change anything to be honest. We found our forever CRM!!!
- Implemented in-house
Change management was a big part of the implementation and was well-handled
It was an easy process to port our information into zoho from salesforce.
- Making sure all information ported over correctly and in the right sections of zoho. Ex: leads vs opps and contacts vs accounts etc.
- Online training
- in-person training
We did not. We have two super users in our company that are very well versed with zoho CRM.
We had a day where nothing was loading in the CRM and zoho went above and beyond to get this issue resolved for us. I believe within one hour we were back up and running smoothly.
- Creating activity tasks to follow up with customers
- Tracking and reporting on all aspects of the system - the reporting is incredible!
- Adding new leads
- Merging duplicate leads/opps
- Integrating other systems but only because I'm not tech savvy
Yes
I didn't care for the navigation of the mobile app but it does have all the functionality to search your prospects and follow up via the app. I rarely use this unless I'm traveling.
September 21, 2021
Zoho CRM - Great value for small businesses
Zoho CRM is our company's sole keeper of all data regarding leads, deals, contacts, accounts, and other information we collect about people who reach out to our business. It helps us organize and easily filter data to see where leads are in our pipeline, what services our signed clients are receiving, and so much more.
- 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
72.5%
7.3
N/A
N/A
100%
10.0
100%
10.0
100%
10.0
65%
6.5
100%
10.0
70%
7.0
80%
8.0
100%
10.0
- Allows us to keep costs down compared to other CRMs
- Provides us more reporting options
- Great UX layout
There's no real comparison, as Zoho's suite of apps all perform different functions so that they can seamlessly integrate with each other.
13
Everyone in our business uses CRM, from copywriters to account managers to marketing, sales, and admin.
1
We have one admin/IT staff person who acts as the support for CRM. She, however, typically then sends requests to Zoho support or our support partner.
- Task management
- Lead management
- Account management
- Lead/account scoring
- Revenue tracking
- Social media integration for leads
Yes
CRM replaced Pipeline Deals because it allowed much more functionality at a more affordable price point.
- Price
- Product Features
- Product Usability
Product features gave us many more opportunities to consolidate our operations instead of being spread out across several different applications.
We would not change anything. We tested several different CRM platforms and felt this was the best.
- Implemented in-house
- Third-party professional services
Alderbest Solutions
No
Change management was minimal
- 3rd party integrations that required custom codes
- Online training
No
Yes - we have customized the interface extensively
We relied on a Zoho partner to integrate the customizations.
Yes - we have added extensive custom code
We relied on a Zoho partner to set up our custom coding.
N/A
Zoho's support comes with a Zoho One subscription. We also work with a Zoho Partner on any CRM issues we encounter. I'm not sure if we encounter many issues because the platform is buggy or we just cause a lot of issues, but we always have good experiences with our support partners whenever an issue arises.
Yes
Yes, all bugs have been resolved in an appropriate time frame.
We had an issue with the original custom code that Zoho was updating to a 2.0 version. They gave us plenty of time to find a solution, and our Zoho support partner helped us every step of the way to make sure all of our integrations were updated when the switch happened.
- Task management
- Account management
- Lead management
- Blueprints
- Workflow creation
Yes, but I don't use it
- Email marketing
- Website forms
It was easy once we used Syncapps to communicate between CRM and our 3rd party apps.
Get help from a certified Zoho partner
N/A
N/A
Yes
Everything went well.
- Easier navigation
- Smoother interface
- N/A
No
No
September 30, 2015
ZOHO, ZOHO It's Off to Work We Go... ;-)
We use ZOHO CRM for our own business sales process as well as being a VAR for Zoho. We use other ZOHO modules across the entire organization - ie Books (accounting) and Creator.
The entire ZOHO suite has proved to be a fantastic resource for our company. And, as a partner, they are extremely valuable because they work hard to help their reseller network which in turn provides growth to the entire ecosystem.
The entire ZOHO suite has proved to be a fantastic resource for our company. And, as a partner, they are extremely valuable because they work hard to help their reseller network which in turn provides growth to the entire ecosystem.
- ZCRM is ideal for tracking leads to conversion in the sales funnel. ZCRM provides seamless conversion from Lead => Contact => Account => Potential, etc.
- ZOHO is far better than any other CRM, particularly SFDC, with 3rd party integration. They are more open with API and development tools.
- ZCRM provides the most value for dollar making the system an affordable for SMBs. The functionality is equally as robust as more expensive competitive CRMs.
- This is an issue with most CRMs, but I wish there was an easy way to 'de-dupe' lead information
- I'm not sure this is a bad thing because 'upgrades' and enhancements to the platform always good. But, Zoho does a lot of them, they are constantly improving the system. The 'bad' thing is the communication from ZOHO to the partner community and the end user is sometimes lagging. Again, LOVE the improvements, just need to tighten up how quickly the info is rolled out to the 'public'
95.55555555555556%
9.6
90%
9.0
95%
9.5
95%
9.5
100%
10.0
100%
10.0
100%
10.0
100%
10.0
95%
9.5
90%
9.0
- We realize a 60% increase in 'organic' leads from being a part of the ZOHO preferred partner network. This is outside any outbound marketing efforts. We typically see 10-15 leads per week simple from people visiting the ZOHO site where we are listed.
- Through configuration of quote and contract generation, we are able to increase productivity by 66%.
- Workflow automation has increased response time on leads from days to hours.
Our company is certified as ZOHO and SFDC administrators. We prefer ZOHO because of the ease of use for the end user and the cost / value versus SFDC. The latter has very robust features that may be more suited to the Enterprise level business. But, ZCRM provides equally robust functionality for SMBs and MEs at a fraction of the overall cost. Additionally, the ZOHO platform can be paid for month-to-month versus SDFC which requires an annual contract upfront.
July 23, 2013
Eh.... keep looking. Promising but doesn't deliver.
Score 4 out of 10
Vetted Review
Verified User
- Inexpensive. The product is good value for money and is a good choice for small businesses that just want a simple CRM and don't care too much about integration.
- Complicated. The product is not that intuitive and definitely requires training. It does not have the ease-of-use that we have come to expect of more modern products.
- Poor integration with other Zoho tools. This was a major disappointment. Zoho CRM is part of a broad suite of products and our expectation was that these various tools would all be completely integrated. That is not the case. For example, we wanted to integrate the CRM with the help desk and bug tracking modules. Integration with bug tracking was not really possible and integration with the help desk system was just a simple logging of help desk tickets. The various modules are still disparate tool sets.
- Rather barebones though flexible. The CRM product is pretty basic, but does offer lots of configuration options.
- Reducing costs. Since the product is inexpensive, we saw some positive ROI for the CRM part.
- Integration with other tools both ZOho modules and external tools was a major disappointment and we never got the full ROI we were expecting because of this.
- Customer data.
- Contact management.
- Marketing automation.
- Subscription management.
- Lead scoring.
Salesforce.com.
Pipedrive, Highrise, Pipeline Deals, Sugar. We ultimately decided on Zoho CRM because of the low cost and the extreme flexibility of the platform. It is possible to change pretty much anything in the the product through configuration options and that was important to us.
- Implemented in-house
- Online training
- Self-taught
No. The product is highly flexible, but the flexibility means that the product is not as intuitive as better-designed products. Training really is required to get up to speed. The product has a surprisingly steep learning curve.
No