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 72)
Companies can't remove reviews or game the system. Here's why
Ganesh Subramanian | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Their support desk/ help desk is outstanding. The chat window they offer is manned by experts who are available throughout to lend a helping and they follow up confirming that the issue has been resolved. In case, there is nay niggling issue they take it up with the developer team and get it resolved to the user requirements.
March 03, 2022

Zoho CRM

Score 9 out of 10
Vetted Review
Verified User
Review Source
I had to deal with ZOHO's customer support a couple of times and they have been great. They were fast to respond and kept me updated as they fixed my issue. They got everything up and running again quickly. They were also very kind and informative.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Customer support is offline completely and would need some option for live chat or even, to schedule a virtual session with an expert. Documentation is extensive, so I assume that Zoho enforces customers to self-service as much as possible (?). Regarless, I would like to have a live chat option as minimum.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
Score 7 out of 10
Vetted Review
Verified User
Review Source
They are always available 24/7 for surface-level questions only. seems like anytime you have an actual issue it gets outsourced to someone who you cant speak with. and it might take a few days to resolve your issue.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Everytime I use their chat service I am talking to a real person. They have been knowledgeable, polite and seemed to interested in solving my issues. Then follow-up with summary email and helpful links.