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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

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

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

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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/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.

7.8
Avg 7.7

Customer Service & Support

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

7.3
Avg 7.5

Marketing Automation

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

8
Avg 7.6

CRM Project Management

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

7.9
Avg 7.6

CRM Reporting & Analytics

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

7.9
Avg 7.6

Customization

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

7.8
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.

8.3
Avg 8.3

Social CRM

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

7.9
Avg 7.3

Integrations with 3rd-party Software

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

7.8
Avg 7.2

Platform

7.8
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 Custom fields and Single sign-on capability highest, with a score of 8.3.

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

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Reviews and Ratings

(953)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Contact Organization: Many users have praised Zoho CRM for its effective organization of contact information, which allows for easy access and management. They appreciate how the platform keeps their contacts in order and simplifies interactions. Customization Options: The customization feature in Zoho CRM is highly valued by users, enabling them to tailor the platform to suit their specific business needs. This flexibility in customization has garnered positive feedback from a significant number of reviewers. Integration Capabilities: Users highlight the seamless integration capabilities of Zoho CRM with other Zoho products, enhancing workflow efficiency and data sharing. This feature has been commended by numerous users for its contribution to improved productivity and collaboration.

Design and Layout Criticism: Users have consistently found the design and layout of Zoho CRM lacking in comparison to other similar tools, with many expressing disappointment in its features. User Management Shortcomings: Reviewers have pointed out shortcomings in user management capabilities, especially regarding roles and profiles implementation, stating that they do not meet their needs satisfactorily. Integration Limitations: Some users have criticized Zoho CRM for inadequate integration capabilities with other solutions for data sharing, limiting the overall utility of the software. Limited Reporting Capabilities: Users have expressed dissatisfaction with the reporting dashboard, stating it is limited compared to competitors like HubSpot. Many reviewers have highlighted a desire for more advanced reporting and analytics features to enhance their data analysis capabilities within the platform.

Reviews

(1-25 of 268)
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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'm a big David Allen, Getting Things Done fan so having a trusted source for all of my info is important. Zoho CRM is that source for me. Everything I have going on I enter in Zoho CRM.
  • Definitely increased employee efficiency as no one should have to ask anyone else for what's going on with a specific client or project because as long as they have been granted access, they can see for themselves.
  • One of the things our clients have mentioned to us once we started using Zoho CRM is that they never have to wonder about the status of their order. We've become very efficient with getting the necessary info and communicating that to our clients and the ease of use with Zoho CRM is what has made that possible.
  • There is so much it can do to reduce your time, it just take time to incorporate it into your operations. I've been using the suite of Zoho products for about 8 years and I'm still tweaking various workflows, templates and automations as part of our businesses overall continuous improvement strategy.

Zoho CRM - A fantastic CRM for growing teams.

Rating: 10 out of 10
August 15, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
  • It is very cost-effective. It has all the features we need at a significantly lower cost than the alternatives.
  • It is also very customizable; we created our own set of objects, etc., based on our workflows.
  • It is easy to integrate into your systems.

A great value for money

Rating: 7 out of 10
August 06, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
  • The ROI is excellent especially when compared to the competitors
  • The application has had a positive impact as the automation features make life much easier

Alright for basic CRM functions

Rating: 5 out of 10
August 05, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
  • It has taken a lot of time to train people on it and everyday they spend time trying to figure out problems with the system.
  • Transferring ownership of leads is nice but I wish it would automatically transfer them if the original owner hasn't done anything with them in a certain amount of time.

Zoho CRM review

Rating: 9 out of 10
August 01, 2024
MW
Vetted Review
Verified User
Zoho CRM
8 years of experience
  • First we got rid of Excel Sheets and the pain it comes with to manage spreadsheets.
  • Sales flow improved with the help from forecasts available each month.
  • Zoho CRM is easy to set up and implement with its self-guiding on-screen instructions

Comprehensive SaaS CRM

Rating: 7 out of 10
July 30, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
  • The learning curve is slow so downtime to learn new platform was a minimal i.e. low-cost implication.
  • The CRM offers many options that boost sales. We saw a definite increase in sales from month 1.
  • Zoho CRM has great collision detection and this boosts sales and the sales team sees less duplication of opportunities.

We LOVE Zoho CRM!

Rating: 10 out of 10
June 17, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
2 years of experience
  • Positive impact on automation of repetitive tasks.
  • Positive impact ease of quote follow up.
  • Positive impact on tracking new leads.
  • Positive impact on saving time converting quotes to orders.

Zoho CRM

Rating: 10 out of 10
June 05, 2024
DK
Vetted Review
Verified User
Zoho CRM
2 years of experience
  • Everything is Positive maintaining very good without buffering or slowness
  • pricing is little bit more
  • Its user-friendly

It's okay

Rating: 5 out of 10
May 15, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
2 years of experience
  • Easy enough for users to use not spending a ton of time in it
  • Easy to manage for admins
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