Zoho CRM

Zoho CRM Reviews

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Ratings and Reviews
(1-25 of 123)

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Patrick Stephens | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Customization! You are not going to find a "fuller" program. They have been a leader in the industry for a long time for a reason, and that is because they listen to their clients and attempt to improve themselves based on feedback - which I believe is responsible for their large scale of features.
  • Price. It's pretty solid for the price. Not the cheapest I've found for educational services, but you have to draw the line - you get what you pay for.
  • Integration. Most places looking for a CRM don't think of it based on "what can I connect this to?" but Zoho [CRM] has some incredible integrations and the ability to be integrated [into] other programs. Unfortunately, not ones that are in limited partnerships, which you will see later in the review!
  • You need someone to slog through the training. You need either an expert or someone who knows what they are doing because there is a lot, and you can't always depend on textbook-style writing for help.
  • At the time I reviewed, there was no feature that was unable to be off-network - unless I missed this.
  • Communication tracking at every level, including large scale.
Susan Dakuzaku | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Seamless integration with emails so I have a history of communication even if not initiated within the CRM
  • Customization of fields and layout is nice for quick access to important information
  • Honestly, the BIGGEST plus is it's integration with the other apps. Zoho Invoice is better than my previous system (that I used for 6 years) and Zoho Meeting has advantages over Zoom. All integrated with the need for Zapier.
  • Zoho One (all the Zoho apps) is costing me less than 2 of my previous tools combined.
  • Navigation can be a little daunting because there are so many options. So not as intuitive to use
  • Events are really important in my business & wish there was more ability to schedule recurring meetings for multiple attendees. For example, I cannot schedule meetings every 3 weeks.
  • Meeting reminders are nice but cannot customize text and limited to only 2 days prior.
Scott French | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Track Sales Pipeline, as with all sales pipeline software it tracks the potential deals very well, but the customization that ZOHO CRM allows you to fine tune the software to fit your needs.
  • Cost- By signing up for ZOHO ONE, CRM is included and if you use multiple ZOHO Products, they are probably included at no additional charge.
  • Sync Data- Zoho CRM works very well with all of the other ZOHO products, so duplicate entry is not needed.
  • Support - ZOHO Support is a little rough sometimes a revamp of their support team or additional training could work out in their best interest.
  • Implementation- ZOHO CRM is so customizable, you may want to consider hiring someone who has gone through it to help implement it for your company.
September 21, 2021

Zoho makes working fun!

Sarah Lohsl | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Organization - we had a hard time prior to using Zoho CRM with keeping leads and qualified prospects separated in our old CRM. The fact that Zoho is so well organized, customizable and user-friendly really helps us in keeping the sales rolling in! When you're organized, you're unstoppable with outreach!
  • User-Friendly - our old CRM (Salesforce) wasn't as user-friendly as Zoho CRM. I find it incredibly easy to navigate, organize, set up customization, and keeping groups of prospects linked together under one account. I love that we were able to customize filters for reports, activity lists, billing, leads, etc... SO EASY TO USE!
  • Customer support is fantastic! Anytime we've come across an issue or something we didn't understand, their support team has gone above and beyond to quickly help us resolve any issues we may have had. Most of these issues were user error.
  • Provides many integration possibilities to streamline follow up processes.
  • One thing I have found hard to use was when trying to link certain opportunities to existing contacts. We have found the workaround for this but it was sincerely difficult for some time
  • I would ask for better coloring on the actual CRM face. The bright whites make it harder for someone like me to see. I have downloaded an add-on that allows me to change the background colors and I do appreciate that Zoho's site allows for this type of change.
  • I'd like to see a live chat feature on Zoho for quick help and simple questions.
  • One thing I found a bit more difficult to do was integrating my Gmail with Zoho. It was a bit of a difficult process but I was able to finally get it linked.
Jon Porreca | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Zoho CRM is very customizable. The out-of-the-box modules are a great start however the system allows you to customize them to better fit internal operations.
  • The integrations with other Zoho apps is crucial to us, and Zoho CRM acts as sort of the hub for our teams project tracking, communication, and task tracking. Most if not all other Zoho apps have a native integration back to Zoho CRM.
  • Reporting features are excellent. Likewise, the ability to create custom "Views" within our modules record also provide us with deeper insights to the critical data stored within Zoho CRM.
  • I would say some UI enhancements, although this feature is on it's way with the soon to be released canvas builder. This will allow us to create a homepage view within each module so our users get all the important info they need in a beautifully designed layout to optimize their time spent in Zoho CRM.
  • The integrations with Zoho social, or other social media tools. This may stem from my lack of effort to better utilize this existing feature
  • To be honest I really can't say much is missing from Zoho CRM. One last thing to add is that there are so many functionalities of Zoho CRM that configuring each to optimize our teams success is difficult. It's important to take advantage of the features that best reflect our companies internal processes.
Marc Fishman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Custom workflows to automate and notify team members of import data.
  • Customizable forms allow for limitless UI improvement.
  • Integrations with other Zoho applications allow data to be shared.
  • Reporting on demand.
  • Actions/Schedules do come with a bit of a learning curve.
  • Depending on usage and availability, there are pockets of service hiccups.
  • In-Platform emails are not integrated into ZohoMail.
Humayun Farooqi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Leads capture through forms
  • Sales and Deals Funnel tracking
  • Live Chat Feature for website visitors
  • Ticketing feature for customer issues
  • Able to build custom apps
  • Free features need to be increased so that startups are properly able to use the CRM features without worrying about the cost.
  • Easy accessible Demo Videos need to be available with each feature for new users
  • Reduce the number of apps by consolidating as a new user is suddenly overwhelmed with the large number of apps at different URLs.
Cristina Nelson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • It provides an excellent database, where it is possible to perfectly manage and track all sales, in a general or quite specific way, which also helps us with the work organization thanks to the real-time synchronization and allows us to visualize everything always up to date.
  • Import of customer contacts with Outlook, plus an excellent synchronization with MS Outlook to share among colleagues the conversation with customers and that everyone is aware of the status that was agreed with each customer. As well as a space to schedule appointments and make notes if necessary.
  • An important point is how easy it is to use Zoho CRM and its tools in parallel, once they are synchronized together it enhances the way of working, plus the customer service offers excellent documentation and is a vital guide to make the best use of each of the tools.
  • The biggest problem is having so many functions that may play against you, as it makes the interface too dense and I feel that by not being focused on making the project as functional as possible, I have found tools that still have bugs to improve.
  • Although the customer support provides enough documentation to learn how to use Zoho CRM correctly, I have presented errors with some tools, which was no longer my fault but the software itself, and the customer service took a long time to process my problem and even longer to solve it.
  • The emails sent to our customers from Zoho is not accurate, we noticed that it does not reach their main messaging and this has been a really difficult problem to handle. It is not convenient for our customers to not be able to view our message once they enter their email.
Sitanshu Mehrotra | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Capability to create and manage leads, track follow-up, and subsequent conversion of leads to contacts using tailored funnels, and macros.
  • We run and mange lead-specific email campaigns through the CRM without using Zoho campaigns(a different ZOHO product).
  • The integration is smooth and reliable. Zoho CRM can be integrated with the website, socials channels, and other ZOHO and independent SAAS apps.
  • The data management is seamless, utmost reliable.
  • ZOHO has a brilliantly integrated gamification solution in the CRM now, and it's really great to manage and motivate the team through the portal.
  • Can work on uptime support, the current support acts slow at times
  • Modular UI but the current UI is also clean, smooth and easy to traverse
  • It provides all the feature that one can look for, in fact more than that. Nothing major that's missing
Max Pollak | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source
  • Maintain customer data/information.
  • Provide a timeline of activity within the profile.
  • Their support is awful.
  • The interface is outdated and hard to use.
  • Their pricing is WAY overpriced.
  • What is included or expected from a CRM costs extra for Zoho, and Zoho is already much more expensive than other tools.
Justin 🚀 Velthoen | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source
  • Honestly [I feel like I] can't think of one...
  • [In my experience] when you add an account for a deal, you have to wait 2+ minutes before you can add the contact for that account
  • "Connected" applications take 10+ minutes before data is available [for me] (when I add an account in CRM, it is 10+ minutes before I can build a quote for them in Zoho Books)
  • Painfully slow [in my opinion]
  • [I feel it's] difficult to navigate between tasks and views
  • Removing people from the org took a support ticket
  • There is a "Super User", there can be only 1, and you cannot change it. I still have to pay for a seat for an employee who is no longer with the company because they are the bridge between apps
  • Phone app [per my experience] is very clumsy, hard to navigate, and slow
Nabin Poudel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Easy to use cloud-based CRM
  • Manage leads, contacts, accounts, activities, deals, and reports from a single application suite
  • Offers a free version and paid version starting just from $14 per month
  • Suitable for small to enterprise level businesses
  • Zoho CRM is a software as a service product that you can't host on your private server
  • User experience needs improvement to make it more faster to use
Philippe Couillez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Allows to create different views to filter the data we need
  • Allow to create new field to customize the information profile as we need them
  • Gives flexibility in the reporting
  • The dashboard page should give us more flexibility in how we want to organize it
  • It is unfortunate that Canvas is only available fully to the Professional version
Angelo Liriano Cepeda | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Integration with other Zoho software such as Zoho Books or Projects
  • Showing powerful charts, such as Pipeline by Stage
  • Using tags to group and identify contacts based on custom information, such as zone, industry, number of employees, segment, etc.
  • It would be good to add contacts via a QR code to avoid manual work.
  • I believe charts and dashboard could be more custom using different data sources, filters, and charts.
  • As salesperson, I would like to see more features related with registering cold calls or generating new leads.
October 21, 2021

Zoho CRM User Experience

Shubham Agrawal | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • The lead mapping. The admin can easily map the specific lead to the specific person.
  • Tracking of queries can be done.
  • Reports that we can download at any time from the CRM for any specific requirement.
  • The database can be updated in a timely manner.
  • Tracking of each and every sales lead till the closure.
  • Integration with softwares.
  • Integration with LinkedIn Sales Navigator for direct data capturing.
  • Archive feature, which helps to reduce the data.
  • Cloud space.
Pearson Lyverse | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • I love how Zoho CRM seamlessly integrates online forms into the customer database.
  • The Zoho 'Professional' is a good value for small businesss like the one I was at. For $12 mo., Zoho CRM adds inventory, security, and workflow management.
  • Also, the platform allows you to make/create/design forms for use on your webpages.
  • Very strong tool for E-mail marketing. Can draft and layout weekly, monthly or daily newsletters to customers.
  • Is not as easy as other CRM platforms to "build" your database of customers. (i.e. a little less hand-holding in populating the program)
  • Makes little effort to integrate social media involvement or tracking
  • Although the programs layout is intuitive and easy-to-use, it does not wow one and could have a slightly more attractive and interactive UI
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Easily integrates with web forms and lead captures
  • Very powerful out of the gate but has abilities to add on as needed
  • Extremely affordable compared to some of the other competitors out there
  • The user interfaces do take some getting used to, but that's because they can do so much once you understand how things work.
  • The organization of client portals and users can be a little confusing

Zoho CRM Scorecard Summary

Feature Scorecard Summary

Sales Force Automation (9)
82%
8.2
Customer data management / contact management (103)
85%
8.5
Workflow management (95)
81%
8.1
Territory management (76)
79%
7.9
Opportunity management (96)
83%
8.3
Integration with email client (e.g., Outlook or Gmail) (92)
80%
8.0
Contract management (76)
85%
8.5
Quote & order management (80)
82%
8.2
Interaction tracking (93)
82%
8.2
Channel / partner relationship management (70)
81%
8.1
Customer Service & Support (3)
79%
7.9
Case management (81)
80%
8.0
Call center management (69)
79%
7.9
Help desk management (76)
77%
7.7
Marketing Automation (2)
85%
8.5
Lead management (98)
88%
8.8
Email marketing (85)
82%
8.2
CRM Project Management (3)
84%
8.4
Task management (92)
85%
8.5
Billing and invoicing management (73)
82%
8.2
Reporting (85)
84%
8.4
CRM Reporting & Analytics (3)
82%
8.2
Forecasting (85)
80%
8.0
Pipeline visualization (90)
83%
8.3
Customizable reports (93)
83%
8.3
Customization (4)
83%
8.3
Custom fields (98)
86%
8.6
Custom objects (80)
84%
8.4
Scripting environment (69)
80%
8.0
API for custom integration (74)
80%
8.0
Security (2)
90%
9.0
Single sign-on capability (83)
89%
8.9
Role-based user permissions (88)
90%
9.0
Social CRM (2)
82%
8.2
Social data (71)
81%
8.1
Social engagement (70)
83%
8.3
Integrations with 3rd-party Software (2)
77%
7.7
Marketing automation (80)
80%
8.0
Compensation management (60)
75%
7.5
Platform (1)
80%
8.0
Mobile access (85)
80%
8.0

What is Zoho CRM?

Zoho CRM is an enterprise solutions that helps to build customer relationships. It boasts empowering 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.

Its recently announced Canvas feature aims to enable 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.

Its enterprise sales applications help reps reach decision makers who matter, to shorten long enterprise buying cycles, and build strong customer relationships that withstand unexpected disruptions or crises.

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 Pricing

Starting Price: $14

More Pricing Information

More pricing information from Zoho CRM

SaaS Editions Pricing
Pricing DetailsTerms
Standard$14.00Per User/Per Month
Professional$23.00Per User/Per Month
Enterprise$40.00Per User/Per Month
Ultimate$52.00Per User/Per Month
Plus$57.00Per User/Per Month

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

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 9.

Who uses Zoho CRM?

The most common users of Zoho CRM are from Small Businesses and the Marketing & Advertising industry.