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Zoho CRM

Zoho CRM


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

It's okay

5 out of 10
April 03, 2024
We utilize Zoho CRM for contact management and some sales order information. This has addressed our needs for having a contact management …
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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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9 out of 10
January 12, 2024
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 …
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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)
  • Customer data management / contact management (266)
  • Lead management (248)
  • Workflow management (253)

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
User Review: Zoho CRM Fits The Budget While Fulfilling Company Needs
Integrations & Customizations Allow Zoho CRM to Work With Business Needs: User Review
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View all pricing



Per User/Per Month



Per User/Per Month



Per User/Per Month

Entry-level set up fee?

  • $14 /user/month
For the latest information on pricing, visit…


  • 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
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Sales Force Automation

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

Avg 7.7

Customer Service & Support

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

Avg 7.5

Marketing Automation

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

Avg 7.6

CRM Project Management

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

Avg 7.6

CRM Reporting & Analytics

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

Avg 7.6


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

Avg 7.6


This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Avg 8.3

Social CRM

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

Avg 7.3

Integrations with 3rd-party Software

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

Avg 7.2


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 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 and Role-based user permissions 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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Reviews and Ratings


Attribute Ratings


(1-25 of 297)
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Score 8 out of 10
Vetted Review
Verified User
  • Comparative charts
  • Workflow automation
  • Flexible setup for customization
  • Need some way to switch a field type without losing the pre-existing data.
  • The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
  • Frustrating that only 3 custom lookup fields are allowed per module in our license.
April 03, 2024

It's okay

Score 5 out of 10
Vetted Review
Verified User
  • Keeps contact information
  • Allows customization
  • Associates accounts and contacts
  • Design and layout are meh
  • Lacking a lot of features other CRM utilities normally have
  • User management - Roles, profiles, etc. All of these are pretty bad.
Ahmad Anggi Hakim | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
  • Contacts management
  • User Interface
  • Variety of function
  • User Experience
  • Mass email , is it possible to sent directly from my inbox ?
  • The dashboard activity leader board to keep us motivated
February 07, 2024

Zoho CRM

Dinesh Kumar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • We can Maintain the promising lead
  • We can Regularly make Follow-up of Lead about Meeting and Calls everything
  • We can Easily check Which lead can Won the project for company also we can Delete Unwanted Lead
  • Also create a Report for Regular Work
  • I think Zoho need Reduce Pricing Little bit is good for regular users
January 12, 2024


Score 9 out of 10
Vetted Review
Verified User
  • Import bulk records.
  • Custom workflows can be set up to email persons within the company when a task needs to be done once a trigger action has occurred.
  • Customize modules and layouts to suit your specific business needs.
  • Some of the reporting features could use a little more flexibility to allow more filtering options within the report without creating multiple reports for each salesperson.
  • The ability to download unlimited back ups at any time without additional fees.
  • The use of Zoho Sheet within ALL modules.
Score 7 out of 10
Vetted Review
Verified User
  • Zoho CRM does a good job with handling leads and then passing on those leads to the appropriate team.
  • Zoho CRM allows us to specify multiple price lists so it makes quoting more efficient since the whole company uses the same tool and it accounts for differences in geolocation and customer type.
  • The tracking of potential sales opportunities using Zoho CRM's Deals module provides the sales team the ability to estimate the likelihood of closing the sale and also provides a visual way to see the deals for the region or company. This gives us better tools for forecasting.
  • Zoho CRM does not give us the granularity we desire for restricting access or segmenting accounts to territories or sales reps. While we can easily assign accounts / Leads / contacts to a sales person, we don't have the ability to restrict others from viewing their data.
  • Zoho CRM support is not always as responsive as we wish them to be.
  • Lack of license granularity. There are some areas where the number of templates or other licensed items are less than we desire, but there is no option to increase this without moving to the next license level, which we do not want to do.
Score 10 out of 10
Vetted Review
Verified User
  • Email Templates
  • You can integrate whatsapp directly without any third party vendor.
  • You can create workflows simply by low code functions.
  • Customize whole CRM according to your needs
  • Only 2 subform are provided in Enterprise edition. Need more
  • Some improvement need to be made on creating function
  • Export pdf option need to be made for every module. Right now it is available for inventory.
Score 8 out of 10
Vetted Review
Verified User
  • Sales Process Automation - Stages and workflows
  • Reporting and dashboarding
  • Lead, contact and account management
  • Data importing functionality via excel csv can be made better in terms of auto field matching
  • Self training video library can be made for easier onboarding
  • While many B2B solutions offer seamless integration with Salesforce and HubSpot, the same level of integration is not available for Zoho CRM
September 12, 2023

Zoho Sales Engine

Aslin Baro | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • Adding the lead and known the source of lead
  • Stage of leads
  • Helps to send customizable mail to customer
  • Easy to create deal for the lead and the task in the Zoho CRM.
  • auto trigger for the customer follow up.
  • Dashboard view
  • Task management pop up
September 07, 2023

Zoho CRM

Score 5 out of 10
Vetted Review
Verified User
  • Zoho Apps
  • Additional Functionality
  • Assignment
  • Email settings and deliverability
  • Intergrations limitations and lack of apps on the marketplace
  • Too few free apps
  • Too many intergrations within the Zoho ecosystem
Lisa Parshan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Setting up flows, based on customer responses
  • access to customer details so that campaigns can be targeted
  • contact information
  • our team found it very challenging to integrate directly to our wordpress site
  • while there may be a way to integrate to the SMS system, we have not discovered how a sales rep would be able to get an sms when customers leave their contact info (not through the app)
  • we have one team member who still works with outlook calendar. it was easy to integrate with google calendar, but a second calendar, depending upon the user
Hillary Louarti | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • organizing the sales pipeline
  • letting you load time-saving templates for quotes
  • provides reminders for needed follow-ups so they don't slip through the cracks
  • requires an initial input of information about a potential client - this would be better if it auto-filled with the quote request's information
  • can be a bit confusing navigating the stages of a potential sale, but not too bad
  • a tab or link to all open sales quotes would be nice
Score 7 out of 10
Vetted Review
Verified User
  • Zoho CRM has easy data base management for our data
  • Zoho CRM let's us export the data in different extensions to use with other programs
  • It's minimalistic look and easy to use interface is also a very good quality
  • It is an expensive application and could use a little offers or discounts
  • It takes time and feels generally slow and sluggish sometimes
  • The backend and setup require fairly high technical skills in order to do it.
September 05, 2023

Zoho is Perfect

Score 10 out of 10
Vetted Review
Verified User
  • Organization
  • Questions and Answers
  • Stage of deal
  • There have been days when Zoho has been down and it puts a stop to our work day until it is fixed
Namandeep Bhatia | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • It is good tool for quick setup of work distribution system
  • It tracks and calculate ROI of campaigns very well
  • It has vast ecosystem and connection with outside apps makes it much more powerfull
  • It provide free credits to startups.
  • It is particularly not good for Agile management.
  • Initial setup is little tedious; however thier support is really good and help you in all sorts of customisations
Score 10 out of 10
Vetted Review
Verified User
  • Zoho CRM has so much space to capture lots of information.
  • Zoho CRM can be customized for your organization's needs.
  • Zoho CRM is great for running reports to help make business decisions.
  • We love all the different dashboards we can create.
  • It would be nice if there was a calculator within the program
  • Filters in reports could be better
August 29, 2023

Zoho CRM Review

Score 10 out of 10
Vetted Review
Verified User
  • Registration and follow-up of leads
  • Synchronization with Calendar
  • Graphic detail of sales
  • customer reporting
  • Update supplier base with an excel file
  • Improvement in the search for created clients
  • Improvement in the synchronization of events or webinar with the calendar
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