Zoho CRM

Zoho CRM

Customer Verified
Top Rated
Score 8.3 out of 10
Top Rated
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...
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Recent Reviews

Not Happy with Zoho CRM

1 out of 10
March 09, 2023
In my opinion, nothing syncs properly. In my experience when support is requested, it is simply not given. I cancelled, phoned, emailed, …
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Zoho for Zoho.

8 out of 10
November 28, 2022
Implemented Zoho CRM for our sales, finance, and operations departments. It gives a central repository for all of our client data for our …
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Great product!

8 out of 10
November 28, 2022
We currently use it to store customer data like addresses, contact info, meeting notes, etc. We are trying to create a way to run reports …
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How Zoho CRM Differs From Its Competitors

Zoho Customer Experience

Zoho CRM's impact on customer experience and retention is very good. It is very easy to use the platform and there are many ways to access it via phone, table, desktop and laptop. Its also web-based and is available anywhere you have an internet connection. This is a great way for users to be …
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Zoho Customer Experience

Zoho helps us to get more deals, boost up sales, and make customers engaged with our business. With Zoho CRM, we can stay closer to our customers by tracking records of our current customers and identifying loyal customers to reward them. This technique not only holds our existing customers but …
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Zoho Customer Experience

Zoho has helped improve the journey of our customers throughout the sales cycle by making their information and history more easily accessible to our sales team. The nature of the services we offer needs a better knowledge of past trading as each project reflects the previous projects that have …
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Zoho Customer Experience

Sales cycle improvement is there because it helps with the improvement of the sales processes and increases the efficiency with which the sales reps maintain Customer relations to the best of their ability., Customers sales cycles can be monitored by the management with detailed reporting as well. …
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Return on Investment

Zoho has made it easier for our organization to track opportunities Zoho has made it easier for us to report on data, metrics, and opportunities Zoho helps us track the types of opportunities/leads we pursue
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Zoho Customer Experience

Our company uses Zoho CRM to communicate with customers and clients. We love using the template feature that allows you to create different email templates (and make those templates be accessible to specific folks on our teams) and integrate with other apps like Zapier to build automations that …
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Return on Investment

ease of doing business due to being able to store tons of information has a huge value as our CRM contains 150,000+ stores alone cost of ownership is significantly lower compared to other CRMs like SalesForce so its helped us save tons of money as a company while still hit our monthly goals/KPI's
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Zoho Customer Experience

Zoho helps in customer retention as it is customer oriented. The data analysis and market insights give perfect analysis to cater to the clients and the customer. Zoho CRM insights and mechanism plays a significant role in customer experience and retention.
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Return on Investment

It's cut the need for sales meetings drastically. As long as everyone updates CRM regularly, we don't need to meet anymore. Easy to see everyone's deals to look for cross-selling opportunities. YoY comparisons provide constant feedback on performance.
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Zoho Customer Experience

Zoho has enabled us to shorten our response times to leads and be more responsive to client communication. When customers are answered faster, and the one doing the answering has all of the client data and information on hand, the end result tends to be happier clients that are happier to stick …
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Zoho Customer Experience

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 …
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Return on Investment

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 …
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Zoho Customer Experience

We have been able to retain our staff for longer periods of time using Zoho. The Home Health industry can be a revolving door but we have found using the platform has helped us keep in contact with everyone with ease. For our clients we haver seen an uptick in communication which has been very …
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Zoho Customer Experience

Better alignment of sales and response efforts. Contacts have relationships to each other, so corporate hierarchies can be maintained here, as well as standard contact information. Global network enhancements and drawing logical business inferences. There is a Sales cycle associated with …
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Zoho Customer Experience

Customer retention is really good, you can schedule tasks and emails to be on top of your current clients. However, sometimes those emails land in the SPAM folder and you lose some money and effort. On the other hand, task management is really good, because you can contact the customer when needed …
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Zoho Customer Experience

We have closed 2 deals last month and the good thing is that we are able to understand what is working for us and what is not.
These references are very important to build a robust sales and marketing strategy. Zoho CRM has an option to nurture lead at every level.
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Zoho Customer Experience

In the case of customer experience, it's good, most of our customers haven't used a CRM before so giving them a brief about it was a pain point, to be honest, But thanks to smart UX, they got it all (It would be awesome if they can improve it more). It delivered well as it's standard.
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Zoho Customer Experience

Zoho helps in customer retention as it is very customer centric. The data analysis and market insights give perfect analogies to cater to the clients and the customer. Customer retention is a major challenge for many companies. Zoho CRM insights and mechanism plays a significant role in customer …
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Zoho Customer Experience

Zoho lets me automate some customer responses as well as schedule next steps in my customer engagement flow. Outstanding assigned tasks are tracked and highlighted by color so I can review at a glance. I can quickly understand and assess the situation without having to drill down into the notes of …
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Return on Investment

Positive impact on visitor tracking Positive impact on additional enrichment Positive impact from a time saving view with automations
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Zoho Customer Experience

Zoho is very helpful when it comes to improving customer relations. This is because of Zoho's ability to generate automated reports and task alerts when a contract ends with a customer. Zoho has the ability to sync outlook with CRM which in turn becomes easier to maintain email inbox and track …
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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
  • Role-based user permissions (230)
    8.5
    85%
  • Custom fields (245)
    8.4
    84%
  • Customer data management / contact management (248)
    8.3
    83%
  • Workflow management (235)
    7.8
    78%

Reviewer Pros & Cons

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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/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
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Product Demos

Test drive Zoho CRM with sample data and real use cases
TestBox
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Features

Sales Force Automation

This is the technique of using software to automate certain sales related tasks.

7.9Avg 7.9

Customer Service & Support

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

7.2Avg 7.7

Marketing Automation

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

8.3Avg 7.8

CRM Project Management

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

8.1Avg 7.8

CRM Reporting & Analytics

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

8Avg 7.7

Customization

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

7.8Avg 7.8

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.

8.5Avg 8.4

Social CRM

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

7.7Avg 7.4

Integrations with 3rd-party Software

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

7.4Avg 7.4

Platform

7.8Avg 7.6
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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

With Zoho CRM, CG Arena is not only able to keep track of sales and online leads but also improve sales while creating tasks and prioritizing them - making the sales team diligent and getting the job done!

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 Single sign-on capability and Role-based user permissions highest, with a score of 8.5.

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

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Reviews

(1-25 of 170)
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Aadeeb Siddiqui | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Zoho is one of the best CRM solutions to automate tasks, accelerate sales & make smarter decisions for our business. We are extensively using it to manage relationships with our prospects, clients, suppliers, and partners. The installation & setup of Zoho is simple and straightforward. Also, the user interface is easy and does not require any external support to get the hang of this software. We can effortlessly automate entries of time-consuming data, check the status of leads in the pipeline, prioritize them by assigning scores and initiate omnichannel interaction with our customers.
Score 6 out of 10
Vetted Review
Verified User
The user interface is OK but it is not easy to customize meaning there is a lot of irrelevant information (menus, filters, modules) that takes up valuable space on a screen. Customization of Modules and Fields can be a little bit fiddly as this will regularly involve the requirement for scripting.
Shivam Shrivastava | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It is very user-friendly as compared to its competitors it is one of the best platforms to showcase benefits for the organization in order to provide the accuracy of the data related to any specific service required by the customers also providing them the best experience from any organization.UI is quite easy to use.
Score 8 out of 10
Vetted Review
Verified User
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.
Dr. ROOPESH RAO | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Zoho CRM has a good ease of use and manageability across platforms. It also has free of cost version of the CRM for Startups and New businesses. It gives a long term vision for the companies to plan their sales by doing market research, create sales forecasting and predictions for future sales. The companies can develop vision for growth and increase their sales accordingly. Customer relationship management in any company is a major concern and Zoho CRM is a one stop solution for it.
Score 10 out of 10
Vetted Review
Verified User
I have never had to build/implement a CRM system and it was easier and more intuitive that I was expecting. It became an asset much quicker than anticipated. After watching a few tutorials I found everything to be easy, unlike some other popular and more expensive solutions. After trying no less than 3 other CRMs I found this one to be the most simple to use.
Score 10 out of 10
Vetted Review
Verified User
The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
Score 7 out of 10
Vetted Review
Verified User
This is one area where Zoho CRM could see some improvement, particularly in the search/filter area. If you have a lot of information on your accounts in the CRM, it can be quite cumbersome having to search through to filter by one particular term or condition; this needs to be cleaned up. In the actual client listing, the UI isn't overly intuitive and could use a bit of an overhaul.
Score 9 out of 10
Vetted Review
Verified User
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.
Score 10 out of 10
Vetted Review
Verified User
It seems to be working for us. It will take time before the data actually offers us any real forecasting value but for now, it all seems to be working. Everyone seemed to find it easy to start using and keep using.
John Sheldon II | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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
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
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.
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