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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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Learn from top reviewers

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

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

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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/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.

7.8
Avg 7.7

Customer Service & Support

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

7.3
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
Avg 7.6

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.

7.8
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.

8.3
Avg 8.3

Social CRM

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

7.9
Avg 7.3

Integrations with 3rd-party Software

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

7.8
Avg 7.2

Platform

7.8
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 Customer data management / contact management and Custom fields and Single sign-on capability highest, with a score of 8.3.

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

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Reviews and Ratings

(954)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Contact Organization: Many users have praised Zoho CRM for its effective organization of contact information, which allows for easy access and management. They appreciate how the platform keeps their contacts in order and simplifies interactions. Customization Options: The customization feature in Zoho CRM is highly valued by users, enabling them to tailor the platform to suit their specific business needs. This flexibility in customization has garnered positive feedback from a significant number of reviewers. Integration Capabilities: Users highlight the seamless integration capabilities of Zoho CRM with other Zoho products, enhancing workflow efficiency and data sharing. This feature has been commended by numerous users for its contribution to improved productivity and collaboration.

Design and Layout Criticism: Users have consistently found the design and layout of Zoho CRM lacking in comparison to other similar tools, with many expressing disappointment in its features. User Management Shortcomings: Reviewers have pointed out shortcomings in user management capabilities, especially regarding roles and profiles implementation, stating that they do not meet their needs satisfactorily. Integration Limitations: Some users have criticized Zoho CRM for inadequate integration capabilities with other solutions for data sharing, limiting the overall utility of the software. Limited Reporting Capabilities: Users have expressed dissatisfaction with the reporting dashboard, stating it is limited compared to competitors like HubSpot. Many reviewers have highlighted a desire for more advanced reporting and analytics features to enhance their data analysis capabilities within the platform.

Reviews

(1-25 of 296)
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looking for an cost effective CRM.

Rating: 8 out of 10
August 25, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
4 years of experience
Zoho CRM is designed to tackle various business challenges primarily related to sales and marketing. Some points are 1. Inefficient sales processes: Manual data entry, lack of visibility into sales pipelines, poor lead management, and inconsistent sales forecasting. 2. Limited marketing effectiveness: Inefficient lead generation, poor campaign tracking, and inability to measure marketing ROI. Data management challenges: Data inconsistencies, lack of data accessibility, and difficulty in generating reports and insights.

Why Zoho CRM?

Rating: 10 out of 10
August 23, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
A CRM module is a must for small usage and at the initial stage of any business. Manual tracking or keeping Excel up to date can also be a little troublesome, which is where Zoho comes in handy. Their free version and limited access for up to 3 users really help users understand the software and get going.

Zoho CRM integrates with all your platforms seamlessly

Rating: 8 out of 10
August 21, 2024
JU
Vetted Review
Verified User
Zoho CRM
2 years of experience
We used Zoho CRM as our database for customer interactions and upcoming tasks for construction projects. Zoho CRM has allowed us to work remotely when it is needed most. There are hundreds of apps that can integrate to work with Zoho CRM- which is really helpful. The customization of dashboards is really neat because it allows the individual user to focus on what is most important to them.

Zoho CRM! Unique software worth exploring!

Rating: 10 out of 10
August 21, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
3 years of experience
I used Zoho CRM while working with SustainCERT. It is an excellent, user-friendly, easy-to-use, unique, novel, efficient, multifaceted/multi-diversified software program/platform with great/excellent features for managing office tasks, works, activities, and assignments, including the names of the respective persons involved/engaged, progress/development, overall status, targets/deadlines, etc.

Zoho CRM has what you need from A - Zoho

Rating: 10 out of 10
August 17, 2024
SL
Vetted Review
Verified User
Zoho CRM
4 years of experience
As a promotional products dealer, we use Zoho CRM to track leads and conversions to accounts, and potentials as they travel down the pipeline in various stages until we quote a client. And then once a client signs off we use Zoho CRM for sales orders and purchase orders to track the clients order and provide updates as to it status. I have virtual assistants working with me and they both have access to various stages in the process based on their specific roles. And we all have access to client and vendor info to use in performing our specific duties. I've used other CRMs in the past and definitely feel that Zoho has it down to a functional app. What I love most is the use of merge letters and emails as we use those many many times on a daily basis. We value Zoho so much that we subscribed to Zoho One the all inclusive suite of apps to run our business. Zoho continues to outperform all others with the introduction of new features and updates making their system superior yet still extremely affordable.

Zoho CRM is a No-Brainer!

Rating: 10 out of 10
August 16, 2024
HP
Vetted Review
Verified User
Zoho CRM
8 years of experience
We use Zoho CRM for contact acquisition and tabulation. All leads are inputed through Zoho CRM until they are closed. We try to cipher through call backs and email communication until all leads are converted.

Give Zoho CRM a try, you won't be disappointed!

Rating: 10 out of 10
August 15, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
5 years of experience
We use Zoho CRM to keep current clients up to date and for sales with leads. The system works great for keeping sales and marketing on the same page for existing clients and leads. Zoho CRM allows for team work between our departments and have caused us to work together efficiently.

Zoho CRM - A fantastic CRM for growing teams.

Rating: 10 out of 10
August 15, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
We have been using Zoho CRM for over a year now. It is used for Customer/sales-related information. It has excellent automation tools built in and does a great job generating reports of our users' activities for us to review. It also integrates into our website and can import data from our primary contact form. They also have a great support team.

Try Zoho for ease of use and ease of reporting

Rating: 8 out of 10
August 12, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
We use Zoho to track all of our potential opportunities through the entire business process. It's invaluable for keeping track of each opportunity and where it is in the process. We also run reports several times a week to inform coworkers about new opportunities and leads, as well as updates to existing records, so they can make better business decisions.

A great value for money

Rating: 7 out of 10
August 06, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
Zoho CRM is one of the best CRM tools out there. I have personally used a fair few other CRM applications but this one just stands out of the crowd. Zoho CRM helps us in streamlining our business, from all the lead management to exporting data into other applications for more analysis. It has a steep learning curve and does take a while to get quick with it but it is worth it

Zoho CRM Provided Automation & Efficiencies For Our Teams

Rating: 10 out of 10
August 06, 2024
MW
Vetted Review
Verified User
Zoho CRM
4 years of experience
We use Zoho CRM to aggregate reporting data from our email platform as well as our website. This data is viewed daily by our teams in a single Dashboard. This information is vital to our business decisions. Zoho CRM has made this easy for us to deploy, edit, and view.

Alright for basic CRM functions

Rating: 5 out of 10
August 05, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
We use Zoho CRM as our lead management tool. The call center mainly uses this to contact leads and manage the sales journey. We have it flow in from our ads, website, and from calls.

Zoho CRM review

Rating: 9 out of 10
August 01, 2024
MW
Vetted Review
Verified User
Zoho CRM
8 years of experience
We are using Zoho CRM for users and it keeps the data updated with Contacts, Leads, Potentials, Emails from CRM, Reminders for future dates, tasks to handle on daily basis and we are able manage our sales pipeline by converting leads into potentials and win percentage on potentials enables us to make financial decisions.

Great start but falls away as you want more

Rating: 6 out of 10
July 29, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
3 years of experience
Zoho CRM is currently used to help coordinate our service sales processes, from marketing through deal creation and onto the eventual sale. It is also planned to incorporate our accounting processes to give a "cradle to grave" service for our sales and finance teams. We also run a small e-retail store that uses the CRM add-on Zoho Inventory for its own product sales and inventory management.

Great product!

Rating: 7 out of 10
July 29, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
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 for all of our customers and do data analytics.

Strong CRM to Get Sales Started

Rating: 7 out of 10
July 26, 2024
This is the central tool for our equipment and sales related, leads, and contacts. It is directly integrated with our multimarket marketplace. In fact, Zoho CRM has and offers a lot of integrations and links to many other platforms and environments from the start.
As CRM it provides all needed functionality for various teams and can help building sales funnel from the start with intuitive UX/UI, mobile apps, and rich module customization.

Zoho CRM- For Everybody

Rating: 8 out of 10
July 05, 2024
SS
Vetted Review
Verified User
Zoho CRM
5 years of experience
We use Zoho CRM as our source of truth. It is where all out customer data is inputted. Zoho CRM helps us solve the problem of consolidation of data into one central unified system where we can see all interactions by uses related to that specific client. Our use case is IT service management as Zoho CRM works well for this.

We LOVE Zoho CRM!

Rating: 10 out of 10
June 17, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
2 years of experience
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 once they have been released by engineering. And then [the products] can be added to the price books for the foreign offices at the rate they would like to sell the products so that the conversion rate to their currency does not need to be calculated for every order. It also allows us to better track and organize our orders and total sales globally. When the prices increase, we can utilize excel to update the prices and bulk import all the new prices as well as the price books instead of touching every record multiple times to accommodate all the offices and currencies.

Zoho CRM

Rating: 10 out of 10
June 05, 2024
DK
Vetted Review
Verified User
Zoho CRM
2 years of experience
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 send and follow-up without missing any lead . Using this we can easily allocate the lead for sales team without any miss we can regularly follow-up

One of the best and flexible CRM specially for marketing campaigns management.

Rating: 8 out of 10
May 29, 2024
NB
Vetted Review
Verified User
Zoho CRM
2 years of experience
We use ZOHO CRM for multiple purposes, mainly:-
1. Project Management : We use it as collaborative tool for team, assign work here and keep track of progress and all other normal features.
2. Marketing; lead management: We use to keep tracks of both digital and physical marketing campaigns, ROI of campaign and other related use cases.

ZOHO CRM - Even better value for your investment

Rating: 9 out of 10
May 24, 2024
We have been using Microsoft excel sheets in individual silos, with the sales team members having their contact lists, sales coordinators, admin staff, accounts, support members, each having their own individual lists. They have no common identities they capture, with even the account names differing so it becomes difficult to have a total view of an account.<br>The first step was to install ZOHO - Standard edition and input all the available information into an ordered database. <br>All leads are captured and followed up till completion.<br>At any point in time, we have the complete history of our interactions with the customer including all forms of communications.
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