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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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Learn from top reviewers

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.

8
Avg 7.7

Customer Service & Support

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

7.7
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.

8.1
Avg 7.6

CRM Reporting & Analytics

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

8.1
Avg 7.6

Customization

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

8
Avg 7.5

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.

8.3
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.

8.1
Avg 7.3

Platform

8.1
Avg 7.4
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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 Customer data management / contact management and Custom fields 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 From Top Reviewers

(1-5 of 311)

Best CRM for great database mangement features with amazing sales tools

Rating: 9 out of 10
November 04, 2024
SS
Vetted Review
Verified User
Zoho CRM
2 years of experience
  • I appreciate that Zoho One offers a wide extend of computer program items which will be utilized in put of numerous of the ones I was already paying for.
  • Slack and Google Cloud have been associated with the CRM to encourage detailing and collaboration.
  • Certain modules offer a degree of customization that's accommodating for altering the framework to different trade prerequisites.
  • Self-reflection and monitoring others execution are too advantageous.
  • You'll be able handle client bolster and planned client administration utilizing Zoho CRM.
Cons
  • In comparison to other alternatives, Zoho CRM is very expensive.
  • What I do not like around Zoho CRM is that it has slowdowns and can be a small complicated for amateur clients.
  • Interfacing with the client benefit staff may be a hot choice.

Zoho CRM integrates with all your platforms seamlessly

Rating: 8 out of 10
August 21, 2024
JU
Vetted Review
Verified User
Zoho CRM
2 years of experience
  • Works with other programs seamlessly
  • easy customization
  • gives real time updates
  • can run analytical reports
Cons
  • Making all features available to everyone without paying more
  • data and file storage is low
  • everything costs money

Zoho CRM has what you need from A - Zoho

Rating: 10 out of 10
August 17, 2024
SL
Vetted Review
Verified User
Zoho CRM
4 years of experience
  • Tracks interactions with clients.
  • Allows anyone on your team who you've provided access permissions to the ability to share the same info.
  • A trusted source for your CRM data that you can access from anywhere in the world via your computer, laptop, tablet, or smartphone.
  • Integrates across the board with the full suite of other Zoho products
  • Easy to use yet full customizable.
Cons
  • Everyone once in a while Zoho CRM will make a features update without advance notification.
  • Ease of converting a Sales Order to a Purchase Order without having to re-input vendor info for each line item.
  • More consistency of names in Zoho CRM and Zoho Books. In Zoho CRM there are quotes, Sales Orders, and Purchase Orders. In Zoho Books there are Estimate, Sales Orders and Purchase Order and Vendor Bills. Would be awesome if a Quote in Zoho CRM would map over to an Estimate in Zoho Books and the same with Purchase Orders in Zoho CRM to map over to PO's in Zoho Books.
  • Have been a longtime user so I started out on the Global edition. There is a US edition which I'm not able to easily migrate over to so some functionality is lost but it's not been enough of a stumbling point to truly turn us away from Zoho.

Zoho CRM is a No-Brainer!

Rating: 10 out of 10
August 16, 2024
HP
Vetted Review
Verified User
Zoho CRM
8 years of experience
  • Leads can be merged really well to enhance any duplicates.
  • Accounts can be created to simplify categories leads belong to.
  • CRM works very well for our purposes for leaving associated NOTES for new Leads and Contacts.
  • Attachments of pdf files can insure more files are linked to leads and contacts
  • Emails are good for up to two parties
Cons
  • Linking Zoho CRM to platforms such as Robly for email blasts
  • Social media platform linkage
  • Making Zoho CRM always load faster and improve
  • Direct touch dial phone numbers

Why Zoho CRM?

Rating: 10 out of 10
August 23, 2024
Vetted Review
Verified User
Zoho CRM
1 year of experience
  • Customer data.
  • Helpdesk
  • Invoicing
Cons
  • Reporting
  • Customization
  • Administration
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