Zoho CRM

Zoho CRM

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

Overview

Recent Reviews

Customizeable and Cost Effective

9
May 18, 2022
We utilize Zoho CRM as part of the larger Zoho One suite of services. It is a highly customizable platform that allows you to capture the …
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Zoho CRM is simple and easy

8
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 Software Without Compromise

10
April 26, 2022
At Renu, we use Zoho CRM for our Marketing and Sales management. We primarily use the Leads, Accounts, Contacts, and Deals modules. We …

CRM

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

A Beginner's Perspective of Zoho CRM

9
April 22, 2022
I mainly use Zoho CRM for user account management. Pairing this with the email utility really creates a smooth workflow for my business. …
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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 (200)

8.5
85%

Customer data management / contact management (214)

8.4
84%

Custom fields (214)

8.4
84%

Workflow management (203)

7.9
79%

Reviewer Pros & Cons

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Video Reviews (4)

Record

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

7.6
76%

Marketing Automation

8.3
83%

CRM Project Management

8.2
82%

CRM Reporting & Analytics

8.2
82%

Customization

8.0
80%

Security

8.8
88%

Social CRM

7.8
78%

Integrations with 3rd-party Software

7.6
76%

Platform

7.9
79%

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 177)
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Score 8 out of 10
Vetted Review
Verified User
Review Source
Compared to our previous CRM, Zoho is a breeze. I can look up customers and reports with no issue. There are times when it may be difficult to find something, but I assume that is because I am not in Zoho every day like the sales team is. It does everything we need very simply, so I would definitely recommend it to others.
John Sheldon II | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
The tool can be self-taught if the user takes the time to explore the different features on the setup page. There are multiple avenues that this tool can be taken down to empower users to catalog activity and repeat success. When there are new features rolled out there is a newsletter that is sent with an overview of the changes. Additionally, there are webinars hosted with open invites to dig deeper into the new updates and their benefits. Taking it further, there are "Zoholics" groups that are other power users who will meet up to discuss tips and tricks for creating a more powerful, user-friendly platform.
Score 8 out of 10
Vetted Review
Verified User
Review Source
It has its pros and cons mentioned. If everything is already set up, using it is really nice and easy, and the interface is quick too. But configuration is a pain, and extremely messy, slow, almost like a tool from the Stone Age. Also, there are way too many plans and add-ons to really have a good grasp of what we need, and what they can offer.
Score 9 out of 10
Vetted Review
Verified User
Review Source
There are so many functions to use that it is a bit overwhelming. I have stuck with minimal functions in order to optimize my time. Of the functions I have used, they are extremely efficient and useful. I have not yet explored the entirety of Zoho CRM's functionality because I only run a small business.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Zoho CRM UI is easy to navigate and customizable to your audience. The ability to control the content that the user sees gives you the ability to focus your team on the tasks at hand. From simplified call back screens to complicated project management, it's all up to your imagination.
Score 7 out of 10
Vetted Review
Verified User
Review Source
Zoho is very user friendly. We previously had Salesforce and Zoho is definitely more user friendly and more easily customized. You can also search and troubleshoot any questions or problems that you face and are able to easily and efficiently fix the issue or figure out correct usage.
Score 8 out of 10
Vetted Review
Verified User
Review Source
I think the UI is great and the ability to customize almost all aspects of the CRM is a big positive. I think there is still room for improvement however especially for a new user of a CRM or one migrating from a competitor. There is a still a learning curve in how modules are related and how a lead flows through the CRM process. The blueprints feature is a huge help, but needs to be set up first.
Score 10 out of 10
Vetted Review
Verified User
Review Source
In my overall experience, I would highly recommend Zoho CRM, though it lacks the feature of partial entries, still we used that for our non-profit organization. They have offered us a non-profit discount as well. Moreover, their support is good, and has dedicated employees to help the clients. From my experience, sometimes, we got the idiots, but overall the support is good. They have helped us in doing custom functionalities that other CRM providers don't do for free.