Zoho CRM

Zoho CRM

Customer Verified
Top Rated
About TrustRadius Scoring
Score 8.3 out of 100
Top Rated
Zoho CRM

Overview

Recent Reviews

Zoho CRM is simple and easy

8 out of 10
April 28, 2022
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 …
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CRM

8 out of 10
April 22, 2022
We use it on a daily basis to put information about companies and the people that work for them.
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Awards

TrustRadius Award Top Rated 2022
TrustRadius Best of Award, Best Of Feature Set 2022
TrustRadius Award Top Rated 2021
TrustRadius Award Top Rated 2020

Popular Features

View all 31 features

Lead management (201)

8.5
85%

Customer data management / contact management (216)

8.4
84%

Custom fields (215)

8.4
84%

Workflow management (205)

7.9
79%

Reviewer Pros & Cons

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Video Reviews (4)

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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/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

Features Scorecard

Sales Force Automation

8.0
80%

Customer Service & Support

7.5
75%

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

7.8
78%

Integrations with 3rd-party Software

7.6
76%

Platform

7.8
78%

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

Zoho CRM Home - See your leads, open tasks, opportunities, and sales pipeline by stage all within the Zoho CRM home page.Blueprint - Zoho CRM's Blueprint helps ensure everyone in your team follows the right process, even when you're not looking. Make your sales processes scale, and give the same level of attention to the right customers and leads.Analytics - In-depth CRM analytics to help you make smarter business decisions. From lead analytics to deal insights, activity stats, and email analytics, monitor every aspect of your sales cycle any time, anywhere with pre-defined dashboard views.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.Setup - Configure and control your CRM from a unified Setup page.Leads - From lead generation to scoring to conversion, Zoho CRM's lead management software ensures proper follow-up to move your leads through the sales pipeline.SalesSignals - SalesSignals in Zoho CRM gives you the real-time analytics and notifications you need to reach out to every customer. SalesSignals can also send you real-time notifications when a customer interacts with you or your company on social media, so that you can respond right away.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.Document Library - Organize and manage all your business related files and also share it with people in your organization. Upload various types of files and share with the users based on their profile permissions in the organization's CRM account.Marketplace - Features a host of carefully handpicked extensions for Zoho CRM. Extend your CRM functionality to do more than what it could originally.

Zoho CRM Video

Get to know Zoho CRM

Zoho CRM Downloadables

Zoho CRM Integrations

Zoho CRM Competitors

Zoho CRM Technical Details

Deployment TypesSaaS
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

Comparisons

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Frequently Asked Questions

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 management module.

How much does Zoho CRM cost?

Zoho CRM starts at $14.

What is Zoho CRM's best feature?

Reviewers rate Role-based user permissions highest, with a score of 8.8.

Who uses Zoho CRM?

The most common users of Zoho CRM are from Small Businesses (1-50 employees) and the Information Technology & Services industry.

Reviews

(1-25 of 243)
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Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Intuitive design for sales journey
  • Customer mapping and automation
  • GDPR compliance and rule setting
  • Automation options could be more straightforward for new users
  • A link to organisations' websites to access visitor info would be be useful
  • A more simplified call/meeting logging system with less mandatory inputs
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Fields and modules are very customizable allowing for significant growth and tracking.
  • Excellent integration between apps.
  • Pricing is very good.
  • Daily and hourly limits on API calls force workarounds.
  • Limits on field types and number of emails that can be sent each day don't line up with enterprise needs.
  • Insufficient documentation at every level of the product.
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Sales funnel management
  • Forms
  • Easy to use
  • Keeping data in all one place
  • You can only have one email attached to a form. This means that I have to go elsewhere to create a full drip campaign.
  • Reporting leaves a lot to be desired. It is difficult to set up reports exactly how we want them.
  • There are some things that aren't allowed to be customized that definitely should be
  • Support means well, but they rarely can help
John Sheldon II | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Workflows that include functions, webhooks, field updates and notifications
  • API integrations with 3rd party software as well as other Zoho products
  • Customizations to look and feel of canvas layouts
  • Reporting and dashboards make it easy to interpret the data
  • More API syncing with custom modules
  • A trouble tickets portal to keep track of the requests made to assistance because when there are several it can be difficult to keep up with managing the different case numbers.
  • Continued improvements to the mobile app so it's closer to the web browser functionality
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Keeps all our clients information organized
  • Many integrations are available to make our jobs easier
  • Very helpful for our sales team
  • It would be great if there were more sorting options with the columns
  • Creating a work flow is difficult unless you have lots of programming experience
  • I would be nice if the email creating process was more user-friendly
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Has a variety of features
  • Fields are all customizable and is pretty flexible
  • The admin UX (the interface that allows us to customize the fields, and configuration of the CRM) is pretty old school, from the stone age. It's also very slow.
  • They market them to be able to integrate with many 3rd party applications. But the integrations are not detailed enough and lack customization there. It wouldn't close the loop for us to fully integrate it with our client's website.
Swadesh Padhi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Pipelines
  • Customization and flexibility
  • organization
  • Tasks can be made better with descriptions and commenting like Clickup for example
  • Contact records, Sales orders, Accounts, etc - these modules should have a commenting feature more like conversations on chat
  • Zoho support in general is not great, so that definitely needs improving
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Forecasting.
  • Defining processes.
  • Pre and Post sales communications with customers.
  • A lot of customization by an outside developer is needed to make CRM truly functional.
  • Technical support can be limited at times.
  • Better explanation and support on integrating Zoho applications.
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • I love the flexibility of the modules.
  • We have built out a bunch of custom workflows to manage our sales to service turnover.
  • I like the customization options.
  • The marketing hub was not built by a marketer. There is VERY little campaign management and very few useful analytics and campaign metrics.
  • The report functionality could be more robust. It gets really frustrating trying to collate information between modules.
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • Fliexibility
  • Ease of Use
  • Extendible
  • Filtering Records by their related fields.
  • Dynamic Formula Fields. You have to edit the record to regenerate the formula. Example: Age field will not automatically update unless you edit & save the record.
  • Dynamic Homepage Dashboard. You must manually reload the dashboard to get up-to-date data.
  • Faster Sync with Zoho Analytics. It's currently on a 3 hour cycle.
  • Better integration with Zoho Finance Suite. Lots of small issues here and I feel that they have room for tons of improvement.
  • Subforms are not available within email templates.
  • The editing of subforms is not currently possible while using their Canvas Feature.
  • Address fields on Quotes have a "Copy Billing to Shipping" feature but if you add a second street address or a company name field, these fields will not copy across. This is a bug I believe that has existed for 10 years.
April 21, 2022

Average Experience

Score 7 out of 10
Vetted Review
Verified User
Review Source
  • Activities
  • Easy to navigate
  • Customizable
  • IMAP for shared mailboxes.
  • More tools for lead importing.
  • Ability to auto pull information from Contact when creating a deal.
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • Linking accounts to custom fields.
  • Mass update is particularly helpful.
  • Good storage for data.
  • Great incorporation with Gmail and calendar.
  • Very customizable.
  • Tasks are hard to follow. Not a good layout.
  • Sometimes tasks disappear
  • Zoho also crashes frequently, though comes back up after notifying customer service
  • File storage is minimal
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Forms.
  • Customer relationship management.
  • Desk.
  • Zoho People UI could be improved.
  • Ability to deduplicate records across all modules in CRM as well as other applications.
  • Zoho Projects, while powerful could also use some UI improvements.