Zoho CRM Reviews

449 Ratings
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Score 7.9 out of 100

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Reviews (1-5 of 5)

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December 15, 2020
Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Usability

8
Overall, I give Zoho CRM 8/10; it would be a good choice for anyone considering it to start with the free plan. It could have been better with API limitations, but I recommend this tool mainly due to
    1. Pricing
    2. Easy CRM customization
    3. Integration with other Zoho tools
    4. Good user interface and navigation
    5. Reporting and analytics

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September 30, 2015
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Review Source

Usability

9
Zoho CRM is extremely intuitive and allows users complete visibility of sales data through reports/analytics. The platform has wide native integration with other cloud-based business solutions. But, it's fairly simple to write scripts with their publicly available API.
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Feature Scorecard Summary

Customer data management / contact management (51)
7.9
Workflow management (48)
7.9
Territory management (36)
7.6
Opportunity management (46)
7.8
Integration with email client (e.g., Outlook or Gmail) (43)
7.0
Contract management (34)
7.4
Quote & order management (39)
7.3
Interaction tracking (48)
7.9
Channel / partner relationship management (34)
7.3
Case management (38)
7.7
Call center management (34)
7.2
Help desk management (36)
7.5
Lead management (49)
8.2
Email marketing (40)
8.1
Task management (44)
7.9
Billing and invoicing management (35)
7.6
Reporting (36)
7.9
Forecasting (42)
7.8
Pipeline visualization (43)
8.0
Customizable reports (45)
8.0
Custom fields (47)
8.1
Custom objects (38)
7.6
Scripting environment (33)
7.7
API for custom integration (35)
7.4
Single sign-on capability (40)
7.7
Role-based user permissions (42)
7.9
Social data (37)
7.3
Social engagement (38)
7.3
Marketing automation (38)
7.3
Compensation management (30)
7.1
Mobile access (37)
6.8

What is Zoho CRM?

Zoho CRM is designed to empower organizations with a complete customer relationship lifecycle management solution for managing organization-wide sales, marketing, customer support & service and inventory management in a single business system.

According to the vendor, Zoho CRM's sales force automation solution helps users track leads, prospects, business opportunities and close more deals in less time. Additionally, the vendor says users can effectively use the existing customer data for future up-selling and cross-selling opportunities.

With Zoho CRM marketing automation, users can plan marketing activities with the goal of improving the quality of the lead generation process. Additionally, users can measure the performance and effectiveness (ROI) of campaigns.

Zoho CRM's Cases and Solutions functionality empowers users to streamline the organization-wide customer support process, so they can enable a better integration between sales and customer support processes in a single system.

Zoho CRM Inventory Management aims to help users achieve seamless integration between pre-sales and post-sales activities in a single application. In addition, users can also track procurement of goods or services from a preferred list of vendors.

Zoho CRM Features

Sales Force Automation Features

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management

Customer Service & Support Features

Has featureCase management
Has featureCall center management
Has featureHelp desk management

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureBilling and invoicing management
Has featureReporting

CRM Reporting & Analytics Features

Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Social CRM Features

Has featureSocial data
Has featureSocial engagement

Integrations with 3rd-party Software Features

Has featureMarketing automation
Has featureCompensation management

Platform Features

Has featureMobile access

Zoho CRM Screenshots

Zoho CRM Video

Get to know Zoho CRM

Zoho CRM Downloadables

Zoho CRM Integrations

Zoho CRM Competitors

Zoho CRM Pricing

Starting Price: $12

  • Has featureFree Trial Available?Yes
  • Has featureFree or Freemium Version Available?Yes
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional
EditionPricing DetailsTerms
Standard$12per user, per month
Professional$20per user, per month
Enterprise$35per user, per month
Ultimate$45per user, per month

Zoho CRM Support Options

 Free VersionPaid Version
Email
Forum/Community
FAQ/Knowledgebase
Phone
Live Chat

Zoho CRM Technical Details

Deployment Types:SaaS
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