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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
May 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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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 (263)
    8.4
    84%
  • Customer data management / contact management (266)
    8.3
    83%
  • Lead management (248)
    8.2
    82%
  • Workflow management (253)
    7.8
    78%

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.

7.7
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.

8.1
Avg 7.6

CRM Project Management

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

7.8
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.

7.9
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.

8.4
Avg 8.3

Social CRM

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

8.1
Avg 7.3

Integrations with 3rd-party Software

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

7.7
Avg 7.2

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 Custom fields and Single sign-on capability highest, with a score of 8.4.

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

(930)

Attribute Ratings

Reviews

(1-25 of 283)
Companies can't remove reviews or game the system. Here's why
Alexis Correa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use this Zoho CRM to make it easy to follow up with customers. With all the necessary integrations, we have the possibility to handle very valuable, important information and we can be more precise with clients. It is also important to facilitate the sending of quotes and invoices. Being able to have several departments in a single system is important to think about ways to improve by automating processes.
Rafael Grandizoli | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Zoho CRM is used by all departments in our company. It is were we store all data related to our clients and partners. Also, we can control all opportunities and have track records from lead to sale. Once everyone keeps it updated, it's easy to get a report on what's happening in the company.
Hemant Joshi | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Zoho CRM is used from the initiation of the lead till the realization of the revenue from the customer for the sales process. It helps the key stakeholders to keep track of sales funnel. Apart from that we also use it for the customer on-boarding workflows. Zoho helps create/modify workflows without writing any code.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
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 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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We used it to track the effectiveness of our sales staff. They generated weekly reports, which were sent to management. In our experience, it was too hard to use for our staff, in part because they never embraced it but also in that it was complex. The features were powerful and deep, far deeper than they were willing to use. The phone app was unreliable in logging calls. Some calls from customers or leads were logged, some were not. We could never figure out why. [I feel that ] support wasn't helpful, and we eventually gave up.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
May 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
May 06, 2024

Great product

Chris Martino | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our company uses Zoho CRM for lead management. We have various leads and properties we manage in multiple markets which Zoho CRM allows us to manage. The interface is extremely easy to use and very customizable. Zoho makes managing other users seamless while assigning them tasks and follow ups. Without this software there is no way we would be able keep track of all of our leads.
Score 8 out of 10
Vetted Review
Verified User
Zoho CRM is an ally to our operation, since it solves most of the common issues with other Onpremise CRM's, regarding database and communication data sync, between our teammates in the organization to always have realtime information about our customers, focusing on real KPM metrics for a perfect cloudstorm and sharing better communication in the organization.
May 06, 2024

It's okay

Score 5 out of 10
Vetted Review
Verified User
Incentivized
We utilize Zoho CRM for contact management and some sales order information. This has addressed our needs for having a contact management system. We also use it for campaign management.
Ashley Longstaff | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use CRM as our partner management software. Whenever we're cultivating leads for our product, we enter them into the CRM, set up follow-up tasks, track our proposals and contracts. Before the CRM, we all had our own way of documenting and following up with partners, and now we have a streamlined, centralized place to put information and look for information.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
May 01, 2024

We LOVE Zoho CRM!

Score 8 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.
Waleed Aqdas | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We are using Zoho CRM as a company-wide CRM tool. We are an international company with head offices in 6 countries. We. use Zoho CRM for our sales, emails, and supply chain. although we for support we have another tool.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Zoho CRM to store contact data for various programs in one place, to quickly pull reports on both qualitative and quantitative metrics, and to streamline processes. Before using the CRM, we had issues around data management and different programs tracking different metrics, all of which were stored in multiple Excel spreadsheets that had to be consistently updated. Outdated data was a recurring issue, as was inconsistencies in column headings and actual data stored across the years. Zoho CRM made it possible to standardize the data we track and to easily create KPIs across the different data subsets.
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
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 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
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