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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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Recent Reviews

Zoho CRM

9 out of 10
February 07, 2024
I will create a lead in Zoho CRM like what we collected and we use it for follow-up activities like calls, Meetings and also email when to …
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We LOVE Zoho CRM!

9 out of 10
January 12, 2024
Incentivized
Zoho CRM is being used by our sales office in the USA as well as foreign offices. It gives us a central location to enter all products …
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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

Popular Features

View all 31 features
  • Custom fields (260)
    8.4
    84%
  • Customer data management / contact management (263)
    8.4
    84%
  • Lead management (245)
    8.3
    83%
  • Workflow management (250)
    8.0
    80%

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

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.

7.9
Avg 7.7

Customer Service & Support

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

7.1
Avg 7.5

Marketing Automation

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

8.2
Avg 7.5

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.

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.

8.6
Avg 8.3

Social CRM

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

8.2
Avg 7.2

Integrations with 3rd-party Software

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

7.6
Avg 7.1

Platform

7.7
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 Role-based user permissions highest, with a score of 8.7.

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

View all alternatives
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Reviews and Ratings

(929)

Attribute Ratings

Reviews

(1-25 of 250)
Companies can't remove reviews or game the system. Here's why
Ahmad Anggi Hakim | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • It makes me shorter time to manage all contacts i have
  • in sending mass email it also can send 500 per send, very easy, compare with HubSpot 50 per send via sequence as reference
February 07, 2024

Zoho CRM

Dinesh Kumar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Everything is Positive maintaining very good without buffering or slowness
  • pricing is little bit more
  • Its user-friendly
January 12, 2024

We LOVE Zoho CRM!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Using CRM has made our sales team more cohesive now that we are all on the same platform and have a unified view of ongoing deals. This has provided better organization and coordination.
  • The automation of the Leads workflow has significantly reduced the number of lost or stale leads, assuring that customer inquiries are promptly routed to the right person
  • The Deals module provides valuable insights through data analytics, enabling sales managers and representatives to make informed decisions. By analyzing trends and performance metrics within the module, the sales team can refine their strategies and focus on the most effective approaches.
Lisa Parshan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
  • we have found a much higher customer engagement rate and ROI
  • we used to "lose" customers in our makeshift process. Now, all customers are being attended to.
Hillary Louarti | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • ROI is good, providing your entire team is involved with the program and uses it
  • During busy season, Zoho keeps the flow going with reminders for quote follow-ups
  • Our company saw an estimated 20% gain in closing sales that went through Zoho as compared to quotes not answered through Zoho
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • We have bi- weekly meetings based solely on a dashboard created with our highest profitable cases. This keeps those cases on everybody's radar so nothing slips through the cracks.
  • Salespeople can easily see what customers can be contacted again for future business
  • The Zoho CRM helps us keep track of funds spent in progress, so that we don't overspend.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Zoho CRM has cut in half the time it would take to derive data via its reporting tool
  • Sharing information within the business is extremely easy and is another time saver
  • Company revenue growth 10-12% YoY due to forecasting models provided by Zoho
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