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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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Recent Reviews

Zoho CRM

9 out of 10
February 07, 2024
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 …
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We LOVE Zoho CRM!

9 out of 10
January 12, 2024
Incentivized
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 …
Continue reading
Read all reviews

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
  • Custom fields (260)
    8.4
    84%
  • Customer data management / contact management (263)
    8.4
    84%
  • Lead management (245)
    8.3
    83%
  • Workflow management (250)
    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/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.

7.9
Avg 7.7

Customer Service & Support

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

7.1
Avg 7.5

Marketing Automation

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

8.2
Avg 7.5

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.

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.

8.6
Avg 8.3

Social CRM

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

8.2
Avg 7.2

Integrations with 3rd-party Software

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

7.6
Avg 7.1

Platform

7.7
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 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

View all alternatives
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Reviews and Ratings

(929)

Attribute Ratings

Reviews

(1-25 of 280)
Companies can't remove reviews or game the system. Here's why
Ahmad Anggi Hakim | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Sales, marketing, and business development are the departments that use Zoho, previously we use HubSpot. Every department has its own objective using Zoho, for example, in sales, Zoho helps me organize my contacts by filtering them into some categories and helps me to do the sales process from prospecting to after-sales. The good thing about Zoho for me right now. I have unlimited contacts slots and I can send mass email 1000 emails per day, Zoho functions itself more or less similar to HubSpot but I can the UX is quite more complicated, most of the steps started from setting up
February 07, 2024

Zoho CRM

Dinesh Kumar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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
January 12, 2024

We LOVE Zoho CRM!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Zoho CRM is used by our Sales team, both internal and external, to track contacts and communications to and from customers and potential customers. We heavily utilize the Leads and Deals and also use it for quoting.

Prior to Zoho CRM, it was a challenge to keep our global sales force on target since they all had their own tools. Now that we have implemented CRM, it has helped us as a team and improved our focus.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use it for the entire spectrum of Pre-sales, sales, and post-sales record management. However, we use GetResponse for email marketing, although Zoho CRM does have Zoho campaigns as well. Record management includes lead entry, appointment setting, follow-ups, post-sales support records such as invoices, payment receipts, and the like. It is also our go-to for long-term customer relationship management. Zoho CRM helps us keep a close eye on tele-caller activity and empowers them to schedule such in a very organized way.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Good Application for Tracking of sales and Deals. Easy to create workflows, Email Templates ,Blueprint. First we were maintaining details of our customer in Excel sheets. With passing of days we lost touch with our client. This result in leaving of our customer to new vendor. With Zoho CRM not only we kept details of our customer but i can categorize them, schedule notifications, always updated on my customer activity.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We used Zoho CRM for lead management, account/contact management, sales opportunity management, and a little bit of other marketing automation. It helped us move out of Excel spreadsheets into a CRM. We qualify/disqualify leads, log notes and emails, and maintain all of our sales records within the Zoho CRM. The sales pipeline is completely managed out of this new CRM
Lisa Parshan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our company sells SERVICES. We have customers that find our website by search terms. Once a customer fills out a form on our site, it starts the process, using a CRM
1. Email response with a personal questionnaire
2. Reviewing responses
Then, the CRM really starts - if the person doesn't respond to the questionnare --> follow up
If the person answers the CRM - they start the flow of selling our services.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We use Zoho for a variety of tasks like to keep our database of leads updated. Also to send emails. Mainly, we use it to as our sales pipeline. This helps us understand how many warm leads we have, how many are super interested that we can potentially close in the next quarter or so.

Hillary Louarti | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We have been using Zoho to provide quotes to potential clients. We uploaded a template that makes it easy to provide quotes and track them. We're able to differentiate which team member sent the quote, but everyone is able to follow-ups. This is important as it allows our team to reply quickly, so the customer does not need to wait until the initial person giving the quote is back on duty. We're also able to send photos and other collateral to clients.
The work flow of Zoho is nice. We've tried other CRMs and they've been too complicated. Perhaps they were good for large businesses, however for a small business, Zoho is perfect and scalable. Our team was easily trained on the software and we were able to connect our livery software to the quote system. It's fantastic being able to automate connections so that work is not duplicated. We've been able to win more business by using Zoho as it also lets us set reminders to follow-up with clients if we haven't heard back.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Zoho CRM is used by us to streamline our customer data. It helps us understand and analyse our day-to-day customer data. We like it especially because of how easy it is to use and how easy the learning curve is. It is also very versatile as we never had any issues incorporating and using the data across multiple applications and platform.
September 05, 2023

Review for Zoho CRM

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Zoho will provide the date-wise time tracking so that the client will know how many resources will work on the particular tasks. Zoho will provide information about the different reports of the different users monthly weekly as well as task-based. zoho will helpful to track the details of the different task and developer
September 05, 2023

Zoho is Perfect

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Zoho CRM to organize our current deals and input all the information for that specific deal. We also use it to track the deal and see where the current stage is, from intake to closed. Zoho helped our company in being more organized with our client information and also to help other employees be able to view client information easily and answer their questions, without having to reach out to an employee in another department for answers.
Namandeep Bhatia | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our organization has multiple departments that work as a team. Having the CRM allows us to have a centralized location to input information regarding a case. By having the Zoho CRM, it cuts down on excessive emails and phone calls to get information. And it's great that it can be customized for our constant emerging needs. It's also good that it houses the information for future needs as well. We can always refer back to a customer for information needed for a new case.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Zoho CRM in our business to track and forecast sales pipeline, as well as to record all contact and account information for prospects, customers, and partners. The Zoho CRN product addresses the issue that many, if not all, organizations experience data clutter. It allows us to track historically key performance indicators, in order to make sound business decisions both on a finance, sales, operations, and product front.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Zoho CRM in our organization to create proposals for our customers and also to manage customer accounts. Without a CRM such as Zoho CRM, we would not be able to follow up on leads and see that they close properly. Zoho CRM allows us to do this with ease.
Score 1 out of 10
Vetted Review
Verified User
In my opinion, nothing syncs properly. In my experience when support is requested, it is simply not given. I cancelled, phoned, emailed, left reviews, asked, begged. I believe I wasted my time and money.
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