Keep your company organized with this powerful CRM
We use this Zoho CRM to make it easy to follow up with customers. With all the necessary integrations, we have the possibility to handle …
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
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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 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
- 6.5Likelihood to Renew
- 9.2Availability
- 7.7Performance
- 8.5Usability
- 6.3Support Rating
- 6.5Online Training
- 8In-Person Training
- 6Implementation Rating
- 8.1Configurability
- 7.7Product Scalability
- 6Ease of integration
- 9.2Vendor pre-sale
- 8.7Vendor post-sale
- 8.3Professional Services
- 9.5Contract Terms and Pricing Model
- 8.2Zoho CRM Scalability
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
May 08, 2024
Zoho is a very Powerful tool that has helped me automate multiple daily reporting tasks!
we use zoho crm to manage the deals with prospects and multiple pipelines for different teams to understand the ageing, no of meetings, calls, sales cycle duration, stage movements, new deal addition and overall account details.
This also helps us identify prospects for upsell cross sell based on their payment status.
i am regularly Reporting and Analytics to make reports for the management and also activity monitoring . I have also integrated it with a telephony tool to keep a track of daily calls, average duration of calls etc.
This also helps us identify prospects for upsell cross sell based on their payment status.
i am regularly Reporting and Analytics to make reports for the management and also activity monitoring . I have also integrated it with a telephony tool to keep a track of daily calls, average duration of calls etc.
- Reporting Interface can be shared to multiple admins , easy of access
- concurrent view of the same report at the same time without glitches
- Views created saves time so that every time filter doesn't have to be applied
- Use of formulas is one area which is tricky
- Blueprint is a powerful tool, need to have multiple sample blueprint in the system
- Tracking deal stage movement isn't precise
42.22222222222222%
4.2
50%
5.0
N/A
N/A
26.666666666666664%
2.7
63.33333333333333%
6.3
20%
2.0
85%
8.5
N/A
N/A
N/A
N/A
90%
9.0
We have grown from 50 customers to more than 300% customers
yes it has created an impact in terms of how an what we do to manage the relationship with the clients.
We are more empowered with the features that zoho has customized.
Mapping the entire customer journey with the zoho crm has become so much easier which otherwise would have been very tough
yes it has created an impact in terms of how an what we do to manage the relationship with the clients.
We are more empowered with the features that zoho has customized.
Mapping the entire customer journey with the zoho crm has become so much easier which otherwise would have been very tough
- Zoho has made my task easier because multiple teams' data can be collated and presented easily in a report
- Return on Investment is still debatable because it creates a long-term value and initial investment may not give immediate ROI
- Timestamp (created time) gives a clear understanding about the lead ageing
- Zoho Social and Zoho Sign
I have explored Zoho Social and Zoho Sign with a free trail account to understand the capabilities and have taken some insight.
I have shared these insight with marketing team and leadership team to evaluate these options for marketing automation and contract signing ease . managing contracts is critical and doing this with a digital signature can save a lot of time and money.
I have shared these insight with marketing team and leadership team to evaluate these options for marketing automation and contract signing ease . managing contracts is critical and doing this with a digital signature can save a lot of time and money.
59
Multiple teams , from B2B to B2C to B2B2C . The interface is intuitive enough for everyone to use it and feature are simple enough to customize different workflows for different teams .
I have implemented the Blueprint functionality to control the action of each sales managers and also the Workflow rules to send automated emails to the respective owner and the admins, so everyone is apprised on the movements of large deals.
I have implemented the Blueprint functionality to control the action of each sales managers and also the Workflow rules to send automated emails to the respective owner and the admins, so everyone is apprised on the movements of large deals.
1
I Manage the support and implementation of all the members.
I Don't feel any advanced technical skills are required to manage the zoho crm, except one to have a good understanding of the microsoft excel.
The Report module is designed in such a way that anyone will be able to customise a report in a matter of few clicks , including making visualizations by groupign rows and columns data.
One thing which can be improved is on of chart options provided , something like box plot , waterfall, sunburst, or Treemap aren't supported in zoho crm
I Don't feel any advanced technical skills are required to manage the zoho crm, except one to have a good understanding of the microsoft excel.
The Report module is designed in such a way that anyone will be able to customise a report in a matter of few clicks , including making visualizations by groupign rows and columns data.
One thing which can be improved is on of chart options provided , something like box plot , waterfall, sunburst, or Treemap aren't supported in zoho crm
- Blueprint customization
- Deal pipeline segmentation for different teams
- Workflow rules for automated emails
- Lead segmentation by lead status
- New field customization feature
- Integrating with a tata telephony solution was innovative
- Automation of lead assignments to different calling managers
- Kanban view customized view for review purposes
- Formula fields are not working perfectly at this point , i feel zoho can improve this further
- VLOOKUP of contacts is also one area that isn't very smooth while customizing new fields
- stage movements aren't accurate in the professional edition
- while customizing report the stage duration option does not show up
No
- Cloud Solutions
- Scalability
- Integration with Other Systems
- Ease of Use
Customer Support and the MTTR( Mean time to resolution) will be the key factor for me , while evaluating any cloud solution as i do not prefer chatting to the bot .
- Implemented in-house
No
Change management was a minor issue with the implementation
- multiple calls with the zoho spoc
- Online Training
Well make a draft layout on figma or any other tool before implementing
Some - we have done small customizations to the interface
No - we have not done any custom code
Added a lot of new fields as per the org needs
I had to take a zoho crm training course to better understand the workflows and use it systematically as per my organization needs.
The training was for 4 days and was a paid training course, it was a short batch size, but i saw a great commitment from the trainer in terms of work ethics and addressing queries.
The training was for 4 days and was a paid training course, it was a short batch size, but i saw a great commitment from the trainer in terms of work ethics and addressing queries.
No
I have done multiple calls with a a person named Sharon , i use zoho crm professional edition and i was trying to find out the accurate stage movement duration, even though we couldn't achieve the objective as it was a limitation of the professional edition, but the support she extended on how to leverage the present functionalities is appreciable.
- reports
- Lead addition
- New field customisation
- Formula fields customization
- Email integration
Yes
- tata telephony
it wasn't very difficult , it took 30 mins
- Not as of now
- AppExchange or similar marketplace
Integration with the calling tool was smooth
They have a fixed discount policy , they did not entertain any discount beyond that
No
- Reports
- Interface of leads and contacts
- More Automation options
- Increased no of blueprint limitations
No
No
May 08, 2024
A MUST for sales and marketing function
We use it for the entire spectrum of Pre-sales, sales, and post-sales record management. However, we use GetResponse for email marketing, although Zoho CRM does have Zoho campaigns as well. Record management includes lead entry, appointment setting, follow-ups, post-sales support records such as invoices, payment receipts, and the like. It is also our go-to for long-term customer relationship management. Zoho CRM helps us keep a close eye on tele-caller activity and empowers them to schedule such in a very organized way.
- Customer record management
- Sales management
- Salesforce monitoring
- Automatic generation of customer web details such as social media activity, etc.
- Downloading reports to Excel, etc. is still a bit archaic
- None other for now. We love Zoho CRM
75.55555555555556%
7.6
80%
8.0
50%
5.0
96.66666666666666%
9.7
96.66666666666666%
9.7
45%
4.5
100%
10.0
80%
8.0
80%
8.0
80%
8.0
- definitely positive ROI
Once a customer record is created within zoho, it offers multiple features for updating details and uploading associated files as well. The email marketing feature is equally useful and one can maintain a track of follow-through emails sent. In the next step, the "type" and "status" of the lead can be customized and aggregate reports can be used for monitoring performance. The android app also makes it easy to update records via cell phone and also maintain clear call logs (including call purpose - be it sales or support or collection). Comes highly recommended for both B2B and B2C business types. We use it for B2C
- Definitely a solid ROI, we never needed to quantify
- None other
It was selected based on consultants' recommendations and overall cost.
4
Zoho is used by (1) sales (2) marketing (3) Collections and billing and (4) The managing partner. The initial lead record creation and follow-through status is maintained by sales. marketing uses it at a more aggregate level and for custom campaigns (emailers and sales analyses). The collection and billing person uses it more at a cursory level to check collection records. The partner uses it for supervision of these 3 functions
1
Given our usage, we rely mainly on the zoho support team for escalations. Further, the single point of contact (SPOC) for initial escalations is the marketing specialist who is adept at using the software. Overall we recommend a stronger involvement of marketing function in supporting zoho. The product does not have too mainly technical complexities and the support team is fast to resolve queries, if any
- post lead generation handling (prospecting, deal closure)
- Post customer enrollment handling (service event logs)
- Strategic and tactical marketing and sales decision support
- Billing and collection operations
- Collections turned out be an unexpected benefit given the deep record management features in zoho
- the zoho mobile app came out to be yet another winner! The app integrates well with calls and logs the call duration as well. The handling personnel can retain notes of the call purpose and this helps us keep track of sales and servicing time invested
- closely exploring zoho campaigns for email marketing
- human resources is yet another function where the system can retain key docs including ones for employee induction and training
No
- Price
- Prior Experience with the Product
Prior experience and given the scale of our ops, it turned out to be sufficient and less complex.
Would identify more parameters, especially workflow automation and marketing automation simplicity.
- No Training
I would recommend training. Our adaptation to it was slow and initially non-critical. We recommend getting trained so that ramp-up is swift. The software is intuitive and won't cause too many hurdles.
Troublesome. One can port data from GetResponse to Zoho CRM but not the other way round. One again needs some added software for full-cycle integration. So, GetResponse users, beware - this is a pain point.
No foreseen response from GetResponse or Zoho
- API (e.g. SOAP or REST)
Please check with Zoho in high detail prior to onboarding. Some software may not sync easily and sync may need added software! and thus costs!
We used their primary paid plans and there was little room for negotiations there. However a larger, B2B client with multiple accounts was given some leeway through added benefits
1. Please test our zoho with their free accounts feature. That is the first step to "shock test" the software for your particular use 2. IF possible, please use their support documentation so that one does not have to wait till support responds 3. One can negotiate to an extent if the number of user accounts is very high and the company is responsive in such cases 4. When buying CRM, please ensure that it integrates seamlessly with any other closely related applications like email marketing. 5. In case your email marketing campaigns are not too strategic, I recommend using zoho campaigns itself since its from the same company
May 06, 2024
High Marks for Zoho
We use CRM as our partner management software. Whenever we're cultivating leads for our product, we enter them into the CRM, set up follow-up tasks, track our proposals and contracts. Before the CRM, we all had our own way of documenting and following up with partners, and now we have a streamlined, centralized place to put information and look for information.
- Keep notes centralized in one place
- Helps us see the big picture of everyone's tasks in the system
- Helps us filter leads via tags for follow up
- We tried looking into Zoho Projects for project management, but it was too cumbersome and didn't seem very flexible--we turned to Trello for that need.
- I'd like an easier way to customized it a bit, but always had to involve someone from Zoho who sounds like they were from India, and the language barrier and strong accent was hard to understand and communicate what I needed.
- There are so many features in Zoho, almost wish there was a way to hide those options we're not using at the moment.
44.44444444444444%
4.4
N/A
N/A
70%
7.0
43.33333333333333%
4.3
36.666666666666664%
3.7
25%
2.5
55%
5.5
N/A
N/A
N/A
N/A
40%
4.0
- It's helped us become more efficient and transparent in the people we are cultivating relationships with
- We can see the status of everyone's work rather than just our own
- We don't know quite how to use all the forecasting and pipeline options, which would be really helpful for us
While Zoho has served as the central location of where we're inputting the data, I'm not sure we know enough or are using the right modules like Reports or Analytics to get what we need from Zoho to see the full sales cycle. We're doing alot of that work just within Excel spreadsheets because we don't have the knowledge or expertise on how to get to where we need to be with Zoho.
We selected Zoho based on an exploratory phase with a 3rd party tech vendor who sought out recommendations for CRM software based on our criteria. We're mostly happy with the software, but also have felt misled by the claim that there's so many apps you can plug into with Zoho One but many of the apps aren't as great as they say and so we're left disappointed to make this investment, not only money-wise, but time and energy-wise, and feel stuck with what we've got.
30
All business functions: communications, operations, finance, programs, business development.
3
We have 1 person who's job is solely dedicated to managing all of our organization's tech and software and then there's about 2 other people who are super users of the system who know it well and have trained other people on the system.
- centralized location for all of our organization program history and participant information (database)
- centralized location for documenting all of our business development leads and proposals
- you can see the partnership history of an organization or individual that we've interacted with over the years
- we turned the CRM into our participant databased alongside our business development work
- we've integrated MailChimp into the CRM and connected our website so that traffic flows from the website to the CRM and we can track it
- Eventually we'd love to be able to create some dashboards that connect to our revenue goals and report out the data we need rather than manually doing it ourselves in spreadsheets
- Eventually we'd like to be able to forecast our revenue goals for the year
Yes
Zoho essentially replaced us documenting our business development cultivation in spreadsheets and emails. We didn't have any software at that time and knew that we needed to grow up and find something that accommodated our needs.
- Scalability
- Integration with Other Systems
- Ease of Use
We wanted a product that could integrate with other systems so that we could streamline the work into one central location rather than toggling around several different systems that didn't talk to one another.
I think we would re-do our criteria diagnosis to really understand our needs and what we envision this software needing to do for us. We were convinced, at the time, that it was the right solution. But while it looked that we had found our match on paper, not everything has worked out the way were anticipated or were told it would work out.
- Implemented in-house
- Third-party professional services
We initially used someone named Kevin Chieff who was a Zoho-certified implementor. He helped us with some integration but found that he was not making the best choices for us. He created some code on the back-end that served more as bandaids then actual solutions. So we shifted to a Zoho Integration Team to help us with the work.
Yes
We had an initial Discovery Phase for the Zoho team to learn about our needs, assess the feasibility of whether Zoho could match the need, and determine the scope of this request. Then, we moved into 2 Implementation Phases based on the current, prioritized needs.
Change management was minimal
Our organization was onboard with the changes so there was little change management or convincing people to do the changes that were needed. We had stakeholder buy-in and were ready to launch in.
- Technical issues on the Zoho end, they would implement a change and it wouldn't go according to plan or cause more issues in our system
- the length of time it takes to do this work has been underestimated
- Online Training
- No Training
Some modules are easy to learn, some need more training to fully understand how to use it.
One best practice is to have Zoho CRM share updates via Slack because there's not an easy way to get notifications otherwise.
Some - we have done small customizations to the interface
We mainly customized the homepage/dashboard to each role so they could see the relevant data to their work first. It was fairly easy to pick the data to be displayed.
Yes - we have added extensive custom code
When we looped in Zoho Forms to process our program registrations, it took so much code and it wasn't very good. We had to redo it this past year.
Nothing I can recall.
Yes, when we first launched Zoho, we purchased the premium support so we could get the help we needed in the initial stage. We had varying levels of success with the help and eventually stopped using them and waited to hire someone within our company who had more tech software expertise to pursue the support from Zoho.
Sorry, I can't recall a time.
- Adding in new leads
- Adding in notes to contact pages
- Adding in contracts and the associated files
- being able to only use a certain number of tags in the system
- contacts aren't associated with an organization until they've been converted
Yes
Not well at all. I downloaded the app when we first purchased Zoho and found the interface very difficult to use and eventually uninstalled it from my phone.
- Mailchimp
- Trello
Mailchimp was difficult and many things did not integrate well or created more issues. We tried to integrate Trello, but it couldn't do what we needed it to do.
- Xero, our accounting system
I do not know if Xero is supported.
- API (e.g. SOAP or REST)
Unsure.
Be clear with your needs and double check that Zoho CRM can do it and do it well.
Certain # of users and premium support.
Not at this time.
No
- WE have not done the upgrade
- WE have not done the upgrade
No
No
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
February 14, 2013
Does what we need at affordable price.
Score 10 out of 10
Vetted Review
Verified User
- It is very easy to use for a salesforce that may be not used to technology. The user interface is quite intuitive.
- Customer service is highly responsive.
- The product offers excellent value for money.
- N/A
- The product gives us a much better view on our sales funnel and allows us to be more systematic in our sales process.
I looked at several other vendors but, in the end, went with Zoho because - ironically - it was recommended to me by someone who worked at Salesforce!
5
Sales
1
Me
- Sales process tracking. We really just track the Sales Funnel and want to be able to get an aggregate view for each Salesperson in their sales cycle for all the leads they have been assigned.
Salesforce.com
- Implemented in-house
- Self-taught
Yes. Very intuitive.
No
- Gmail
Was easy to do, but then we never really used the features this provided. We may use in the future.
- N/A
N/A