Zoho CRM

Zoho CRM

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Top Rated
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Score 8.3 out of 100
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

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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Go Zoho CRM

8 out of 10
November 28, 2022
Zoho CRM is a functional and reliable software. We use the app to capture the leads that we identify through various marketing campaigns. …
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Zoho Sales Handbook

10 out of 10
November 22, 2022
Lead tracking, Revenue pipeline, sales integration, crm Measurable ROI from lead generation program Increased conversion of Qualified Lead …
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How Zoho CRM Differs From Its Competitors

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

Now more effective due to automations. Our operational costs have been significantly reduced. Better inter department communication.
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Zoho Customer Experience

Puts a pipeline in place to start a business deal from open to close. We don't use this feature a whole lot, but it is in place and built-in.
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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

They are a customer focused company. They have adequate support staff. The company itself is 20+ years old so they have a good understanding of SaaS models.
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Return on Investment

ROI is high as their pricing is typically 15-20% lesser compared to their competitors They provide freemium and free trials to test and purchase the product. Lock-in is not a huge problem. It’s easy to migrate to other applications.
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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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Return on Investment

The implementation took some time and effort All data is stored at one place for the entire sales and marketing team to track Help saves lot of time
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Zoho Customer Experience

Scheduling task on Zoho CRM ensures that no lead or no customer is left behind While working with multiple accounts in the pipeline, it keeps you on top of every update for every account
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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 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 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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Return on Investment

We are dramatically more effective due to automations We have access to (AND use!) a significantly diverse range of applications with Zoho One Our operational costs have been significantly reduced by migrating to similar Zoho One app while getting benefit of our apps working together.
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Zoho Customer Experience

All of our Sales leads are fed into the CRM and also customer product ownership/setup etc. are tracked in the CRM. I was with this company for 5 years before we finally got an integrated CRM. The difference in flow of information is like night and day. The CRM is housing a tremendous amount of …
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Return on Investment

It has bulk emails and quick follow-ups, making the software affordable and worthwhile. It's easy to keep track of leads in one place and helps maintain a record of deals with features like call logs and notes.
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Zoho Customer Experience

Zoho CRM has a trendy, intuitive user interface. Upon signing up for Zoho CRM, you will quickly discover everything you require. Even if a business seems easy at first, it may turn out to be more complex than it should be. In addition, it is not always easy to set up. But Zoho CRM Is user-friendly …
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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 (237)
    8.7
    87%
  • Custom fields (252)
    8.5
    85%
  • Customer data management / contact management (255)
    8.4
    84%
  • Workflow management (242)
    8.0
    80%

Reviewer Pros & Cons

View all 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
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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

Customer Story: Zoho CRM Helps CG Arena
02:36
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Features Scorecard

Sales Force Automation

8.0
80%

Customer Service & Support

7.4
74%

Marketing Automation

8.4
84%

CRM Project Management

8.2
82%

CRM Reporting & Analytics

8.2
82%

Customization

8.0
80%

Security

8.7
87%

Social CRM

7.9
79%

Integrations with 3rd-party Software

7.6
76%

Platform

7.9
79%
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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 8.7.

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 271)
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Score 9 out of 10
Vetted Review
Verified User
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.
Score 8 out of 10
Vetted Review
Verified User
Our company uses Zoho CRM to store all of our retailer information - everything from inbound leads to corporate contact information to divisions to store address information to contract information and everything in between. We use it mostly to keep our teams well organized and as a communication tool at the store level. Our operations teams highly benefits from the information stored in our CRM and helps keep everyone accountable for their tasks.
Score 8 out of 10
Vetted Review
Verified User
I used Zoho in reimbursing my travel expenses and requesting for office supplies. It allowed me to organize my receipts separating meals and transportation expenses helping me file and save digital copies. Submitting to the office was much easier rather than the old ways of pasting each receipt in a bond paper manually.
November 28, 2022

Zoho for Zoho.

Score 8 out of 10
Vetted Review
Verified User
Implemented Zoho CRM for our sales, finance, and operations departments. It gives a central repository for all of our client data for our operations team. Zoho helped streamline our inter-department communication, specifically when it comes to onboarding new clients from sales.
Score 7 out of 10
Vetted Review
Verified User
We use Zoho CRM to gather leads, potentials, contacts, etc., which help us organize our partners, customers, and vendors. The mobile app makes it easy for our sales reps to enter data on the road quickly. The Zoho CRM platform plugs in well with the Zoho Suite of applications, including Zoho Desk.
Angel Monjarás | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Tracking deals across their whole lifecycle. Addresses the deal visibility problems we previously had. Being able to see what everyone is doing also provides a healthy competitive environment. I have added some new fields and workflows to suit our specific needs.
November 28, 2022

Go Zoho CRM

Score 8 out of 10
Vetted Review
Verified User
Zoho CRM is a functional and reliable software. We use the app to capture the leads that we identify through various marketing campaigns. Zoho CRM sits infront of our main CRM where accounts and contacts are still being qualified. This helps to keep the data quality of the primary system intact.
Arpit Jain | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
We use it as a platform to house information of our leads and then gradually work them through until they pay and sign up for our SaaS platform. Marketing team runs different campaigns and gets us leads in the CRM. BDRs would pick up each of them as well as do some direct targeting themselves and then do the qualification. BDMs would then do the demo and close deals.
Score 8 out of 10
Vetted Review
Verified User
We use Zoho CRM for all aspects of managing our client relationships. From marketing, through sales, through delivery, or our services, everything is tracked, organized, analyzed, and stored in Zoho CRM. We needed a solution that allowed for tracking, analyzing, and reporting from "step 1" all the way through our client's journey and kept everything client-related sorted and associated correctly. Zoho CRM has been that solution for us.
Score 10 out of 10
Vetted Review
Verified User
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.


Score 9 out of 10
Vetted Review
Verified User
We use Zoho CRM for both account management and recruiting for different healthcare positions in the Home Health field. We have multiple users at our location working on building our clientele base to ensure future prospective clients including those past interested in our services. During the pandemic we found ourselves in need of more staff, so we began to build a data base with people who have applied or expressed interest in our positions. It has help us build a strong staff over the three years of using Zoho.
November 22, 2022

Zoho Sales Handbook

Score 10 out of 10
Vetted Review
Verified User
Lead tracking, Revenue pipeline, sales integration, crm Measurable ROI from lead generation program Increased conversion of Qualified Lead Increased sales productivity effectiveness Shortened Sales Cycle Better forecast pipeline visibility Better alignment of sales and response efforts Measurable Outcomes for sales lifecycle Objectives to measure performance for sales and technology teams for response rates against defined SLAs
Shivam Shrivastava | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
One of the best platforms together information for the customer information and data related to the specific to the relevant options in order to provide specific scenario as per the requirements also providing the best benefits in order to give the specific position as compared to any other platform it is very simple and secure one.
November 11, 2022

Zoho CRM Piece of Cake

Score 10 out of 10
Vetted Review
Verified User
Zoho CRM is pretty much the core of our business. We have all the key information there. Some of our business problems are that we didn't have a way to future use with our customers until we found Zoho. Now we are happy to work with a tool that helps us bring the best of our company into a single source of truth.
Shouvik Chatterjee | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We used Zoho CRM, one of the most used software from Zoho One pool. The best part of this CRM is the integration of other Zoho tools, so it's pretty easy to add things when necessary. It also has a feature to design the whole framework, so you can simplify the work process. We used most of the tools like billing, projects, social etc. so it's easy to add our latest projects and marketing decks from our repository while giving a presentation to any customers, or if someone asks for a sample it's too easy to forward it the same. Zoho CRM will give you a wide range of functionality and freedom. You have to edit it as per your choice.
Score 8 out of 10
Vetted Review
Verified User
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 them in the CRM. We also use some automation through Zoho, including forms on our website for lead generation. This assists in the overall sales process and keeps us organized.
Score 8 out of 10
Vetted Review
Verified User
The marketing and sales teams used Zoho CRM to: Keep track of all leads and opportunities flowing in the marketing funnel Stored all information/maintained database at contact level as well as account level Log all marketing communication going out to every contact and account make real-time dashboards and reports to track lead volumes and sales volumes
Score 10 out of 10
Vetted Review
Verified User
We use Zoho CRM to keep track of our Leads and clients. Our Sales team uses it to track their leads and to schedule follow-ups with their leads, set up calls, emails, etc. Our support team uses this to work with existing clients. We also integrate this with a few other tools in the Zoho Suite. Both Zoho Desk and Zoho Campaigns work really well with it. For the support team, being able to create tickets and manage our clients across Zoho Desk and CRM makes things really easy. Our marketing team also sets up email campaigns through Zoho Campaigns and CRM integration.
Dr. ROOPESH RAO | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It helps in monitoring of various processes across organizations. From collecting customer data to monitoring it and using it for sales and market research Zoho CRM is very useful. It is an excellent tool to run your business on the internet with functions and features helpful for improving sales figures and performance. It helps in lead generation and the development of quality leads. It also gives 360 feedback and analysis about customer experience and opinion making it a very robust tool
Aadeeb Siddiqui | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Zoho CRM is one of the economical & feature-rich solutions for 360º customer relationship lifecycle management, preferably in a mid-scale business enterprise like ours. Sales automation & email marketing is no more task now. Zoho CRM allows us to run multiple campaigns, automate the workflows and streamline the lead nurturing/ scoring process. With a simple design & user-friendly interface, Zoho is much easier to implement. Also, it enables us to customize tools, design our analytics dashboard and give a significant boost to our productivity.
Score 10 out of 10
Vetted Review
Verified User
We use Zoho CRM to gather and manage all prospects, including communications, campaigns, and tasks. We also have built web forms to collect customer information when interested parties want more info, want to enter a contest, or join a mailing list. The Zoho web forms are easy and intuitive. They also send an Auto response to confirm that a visitor's info has been received and being processed.
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