Great CRM. provides full CRM capabilities to our business.
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 …
Starting at $14 per month
View PricingOverview
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…
Recent Reviews
How Zoho CRM Differs From Its Competitors
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
- Custom fields (263)8.484%
- Customer data management / contact management (266)8.383%
- Lead management (248)8.282%
- Workflow management (253)7.878%
Reviewer 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
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/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
Product Demos
Guided Tour | Zoho CRM Overview
www.zoho.com
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
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 Video
Customer Story: Zoho CRM Helps CG Arena
Zoho CRM Integrations
Zoho CRM Competitors
Zoho CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States |
| Supported Languages | English (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 |
Zoho CRM Downloadables
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.
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).
Comparisons
Compare with
Reviews and Ratings
(930)Attribute Ratings
- 3.4Likelihood to Renew
- 9Availability
- 9Performance
- 8.3Usability
- 4.9Support Rating
- 9.1Online Training
- 8In-Person Training
- 7.2Implementation Rating
- 8.1Configurability
- 10Product Scalability
- 7.2Ease of integration
- 9.2Vendor pre-sale
- 9.6Vendor post-sale
- 8.3Professional Services
- 9.5Contract Terms and Pricing Model
- 8.1Zoho CRM Scalability
Reviews
(51-75 of 297)Companies can't remove reviews or game the system. Here's why
November 09, 2022
Great CRM that integrates well with other Zoho products!
- The integration with Zoho Campaigns and Zoho Desk is fantastic. It is really easy to access data from Zoho CRM for both support and marketing-related purposes by using the integrations.
- It is also really easy to set up follow ups with leads you are in conversation with.
- There is a high degree of automation that is also built into the system that our sales team uses frequently. Email and reminders are well integrated into Zoho CRM.
- We like that we can pay based on the number of seats we need and increase or decrease that whenever we want to add or remove new users.
- Being able to define the roles and access level of each user we add into Zoho CRM is a really useful feature.
- It is a complicated software to learn to use. It took our team a fair bit of time to get proficient with this.
- Their knowledge base wasn't really that good when we had a few "how-to" issues crop up. But their support team was fantastic and very helpful.
November 09, 2022
An Excellent tool for Marketing and sales
- Lead management.
- Sales management.
- Market research.
- Data monitoring.
- Data collection.
- Marketing.
- Email marketing.
- data analysis
- data interpretation
- market survey
- lead generation
- feedback analysis
- Call centre management.
- Integration of different business vertical.
- Use of big data.
November 08, 2022
Zoho CRM - Don't delay, start sooner than later. If you are searching for CRM options, Zoho can get you up and running with excellent support.
- flexible formats and fields
- mass email analytics
- support new users with quick answers to questions
- custom number of page count on leads tab / not limit to 100
- create filtered list in leads from mass email report
- create spreadsheet/tables in note section in account note fields
- allow more than 4 web forms
- allow two emails per user
November 07, 2022
Zoho Review
Score 8 out of 10
Vetted Review
Verified User
- Enrichment of additional information of leads and accounts
- Creation and scheduling of reports
- Automation of processes using Workflow rules
- Integrating CRM forms to be used in Marketing Plus
- Forecasts module looks a bit complex to maintain
- Inability to create forecasts with different currencies
- Territory management should be more easier to work
November 07, 2022
An ever expanding buffet of functionality is available to us at a ridiculously low price
- Provide a shared single source of Customer information (classic CRM)
- Allow us to easily create automations relevant to each department's functionality
- CRM allowed us to bring up each department separately using in-house designed views with easily created logic functionality applied to fields within each view
- Build custom reports and dashboards starting with supplied off the shelf examples
- First level support suffers from cultural context issues-- instead of trying to understand the customer's issue(s), they seem more motivated to close a ticket with canned responses
- Documentation is not consistent and often does not match the current implementation of the software
- Producing attractive custom views with more aesthetics and visual cues requires the use of an additional (though included for free in Zoho One) software application
- 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.
August 24, 2022
The life is easier with Zoho...
Score 9 out of 10
Vetted Review
Verified User
- Self-Improvement
- Sensitivity about customer requests
- Innovative
- Need to improve some of support service processes due to standard quick replies without read and understand exactly.
- CRM mobile application improvement. It's quite at back of web version
- Zoho Page Sense platform is available to follow up your website analytics and create a pop up campaigns on website but you can't create automatic lead on your Zoho CRM as connected with Zoho Page Sense pop up campaign. Only way is downloading CSV file to collect your lead... That's quite interesting.
August 17, 2022
Value for money and best customer support
- Inventory Management
- Email Marketing
- Forms
- Surveys
- Support is best, they go even beyond the limits to help their client
- Partial Form Entries
- Sometimes Zoho CRM makes confused with their activities like simple things, creating reminders
July 31, 2022
Zoho CRM Review
- User-friendly
- Good technical support
- Flexibility and personalization
- User administration without a subscription to Zoho Directory
- Integrations sometimes deactivates automatically
- Possibility to have some DEV tenant to not make changes on Productive
July 17, 2022
Zoho CRM review
- Mass email
- Accurate opened/click rate
- Analytics
- within the timeline
- workflow automations
- APY
July 06, 2022
Keep your company organized with this powerful CRM
- Easy follow-up of email conversations
- Organize daily tasks with the work team
- Call scheduling and call log
- A complete overview of everything related to our clients and prospects
- The availability of the case module in all versions. For a small company it is useful but the investment is high.
- Although web forms are easy to implement, it is not so easy to adapt them to web design.
- I would like the LinkedIn social network to be included
June 30, 2022
powerhouse product, tough to set up
Score 5 out of 10
Vetted Review
Verified User
- track leads
- communicate place inthe sales funnel
- everything is at the tip of your fingers
- too many features, very gard to get started
- overwhelming for a single owner startup
- may need an implementor, which is costly, to help
Score 9 out of 10
Vetted Review
Verified User
- Salary management.
- Team structure management.
- Human resource management.
- Leave management.
- Cost.
- Response time.
- Works with other programs seamlessly
- easy customization
- gives real time updates
- can run analytical reports
- Making all features available to everyone without paying more
- data and file storage is low
- everything costs money
- Contact list
- Project management
- Integrates well to my cellphone
- Has helped me get through my daily tasks
- The mobile app could be a little more robust
- Reminders on my phone don't always work
- Onboarding others is sometimes a little difficult
June 22, 2022
Great CRM at a great cost
Score 9 out of 10
Vetted Review
Verified User
- Customer database management.
- Creating & sending proposals.
- Creating sales reports.
- The system takes a few days to get used to.
- More customization.
June 17, 2022
Zoho CRM True Review
- Sales process.
- Easy to use.
- Automation.
- Easy integration.
- User interface.
- Reports.
- Dashboards.
- Importing Data
- Exporting Data
- Custom Page Layout Modifications
- Custom Field Layout Modifications
- Creating Dashboards
- Integration with various phone software.
- Creating better visibility for active campaigns.
- Make it simpler to modify pages and fields within the page module.
June 17, 2022
Zoho's flexibility and customization allowed our organization to pivot and meet new needs.
- API for moving data in and out
- User friendliness
- Flexibility and Customizations
- Reporting was lacking for our specific needs however their API made using other solutions possible.
- Support could be quicker to respond.
- Documentation around API needs improvement.
June 16, 2022
Zoho is the best and value for money CRM
- Customer relationship.
- Management tool.
- Human resource tool.
- Salary management tool.
- Affordable.
- User interface.
- Marketing.
June 14, 2022
Zoho gives you additional value to your business!!
- Sending bulk emails
- Automate follow up emails
- Dashboard of the performance of the leads
- Eliminate duplicate data
- Opt-out option for the emails if we don't want to follow up
- Notes option is also available if needs to be added for a particular lead
- There has to be only one stat available for the emails sent for a particular date and not as per the number of emails sent in batches.
- Also, it will be helpful if we should be able to download the sent emails stat in one place to nurture our leads as per who opened, not opened, clicked, not clicked, etc.
June 14, 2022
The best decision we've ever made
- Provides a record of contact and responses
- Keeps sales managers informed of the progress of their sales teams
- Offers a better understanding and management of the sales pipeline
- Keep sales team motivated - gamification
- The training was expensive.
- For what we paid for the training it was difficult to follow and a bit sloppy.
- Needs to integrate with PowerBI
June 11, 2022
Great Lead Management and Lead Acceleration Tool
- Lead management
- Customer relationship management
- Email integration
- Calendar integration
- Meeting rooms can be made
- Inter-team correspondences
June 10, 2022
Zoho for the win!
- Contact Management
- Email intigration
- Manage Deals
- Mobile App
June 09, 2022
Best CRM Tool
- Email marketing (with this can email in bulk and customize the email templates).
- Deal management (best feature of Zoho - easily we can track the progress).
- Task management (managing tasks in Zoho quite easy and we can send a reminder for a particular task).
- Zoho has to work on performance when user has slow internet.
- Once the user is back to a stable network CRM should auto-update, currently we have to close and restart the CRM.