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
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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
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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
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Reviews and Ratings
(929)Attribute Ratings
- 3.5Likelihood to Renew
- 9Availability
- 9Performance
- 8.3Usability
- 5Support 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
(1-2 of 2)Companies can't remove reviews or game the system. Here's why
September 21, 2021
Zoho CRM - Great value for small businesses
Zoho CRM is our company's sole keeper of all data regarding leads, deals, contacts, accounts, and other information we collect about people who reach out to our business. It helps us organize and easily filter data to see where leads are in our pipeline, what services our signed clients are receiving, and so much more.
- Organize data
- Several filters to allow you to view data in different ways
- Allows us to manage tasks
- Calendar integration is buggy
- RingCentral integration is buggy
- Social integration is a little lacking
72.5%
7.3
N/A
N/A
100%
10.0
100%
10.0
100%
10.0
65%
6.5
100%
10.0
70%
7.0
80%
8.0
100%
10.0
- Allows us to keep costs down compared to other CRMs
- Provides us more reporting options
- Great UX layout
There's no real comparison, as Zoho's suite of apps all perform different functions so that they can seamlessly integrate with each other.
13
Everyone in our business uses CRM, from copywriters to account managers to marketing, sales, and admin.
1
We have one admin/IT staff person who acts as the support for CRM. She, however, typically then sends requests to Zoho support or our support partner.
- Task management
- Lead management
- Account management
- Lead/account scoring
- Revenue tracking
- Social media integration for leads
Yes
CRM replaced Pipeline Deals because it allowed much more functionality at a more affordable price point.
- Price
- Product Features
- Product Usability
Product features gave us many more opportunities to consolidate our operations instead of being spread out across several different applications.
We would not change anything. We tested several different CRM platforms and felt this was the best.
- Implemented in-house
- Third-party professional services
Alderbest Solutions
No
Change management was minimal
- 3rd party integrations that required custom codes
- Online training
No
Yes - we have customized the interface extensively
We relied on a Zoho partner to integrate the customizations.
Yes - we have added extensive custom code
We relied on a Zoho partner to set up our custom coding.
N/A
Zoho's support comes with a Zoho One subscription. We also work with a Zoho Partner on any CRM issues we encounter. I'm not sure if we encounter many issues because the platform is buggy or we just cause a lot of issues, but we always have good experiences with our support partners whenever an issue arises.
Yes
Yes, all bugs have been resolved in an appropriate time frame.
We had an issue with the original custom code that Zoho was updating to a 2.0 version. They gave us plenty of time to find a solution, and our Zoho support partner helped us every step of the way to make sure all of our integrations were updated when the switch happened.
- Task management
- Account management
- Lead management
- Blueprints
- Workflow creation
Yes, but I don't use it
- Email marketing
- Website forms
It was easy once we used Syncapps to communicate between CRM and our 3rd party apps.
Get help from a certified Zoho partner
N/A
N/A
Yes
Everything went well.
- Easier navigation
- Smoother interface
- N/A
No
No
September 19, 2021
Zoho CRM is a bespoke suit hiding on the clearance rack. You'll think you're getting away with something buying it.
Zoho CRM is being used primarily by both our operations and sales departments. Operations has access and uses it to store account-related data. Sales uses it to organize leads, contacts, and accounts. Simply put, it's the beating heart of our organization — save only the integral call center software we utilize. We employ a simple adage in our company: If it doesn't exist on Zoho CRM then it doesn't exist at all.
In terms of what problems it solves? It's hard to not dive deep into hyperbole. Because I can truly say: it solves every problem we tackle. We are a business that (sadly) lives on 'speed-to-lead'. As such, we've been able to develop a multi-step automation process that processes inbound leads, passes along crucial marketing and branding information AT THE SAME TIME as we are notifying our business development team to reach out. Because of workflow customizations like this, we can compete with companies twice our size with ease.
Beyond that? Zoho CRM is also integral to automating our sales cycle and processing. We've set to task new account implementation, account status, and account cancellation workflows to move tedious and often mistake-prone work into seamless processes that reduce error and improve our efficiencies.
Simply put? It's a singular solution to keep CCSP competitive and healthy as a company.
In terms of what problems it solves? It's hard to not dive deep into hyperbole. Because I can truly say: it solves every problem we tackle. We are a business that (sadly) lives on 'speed-to-lead'. As such, we've been able to develop a multi-step automation process that processes inbound leads, passes along crucial marketing and branding information AT THE SAME TIME as we are notifying our business development team to reach out. Because of workflow customizations like this, we can compete with companies twice our size with ease.
Beyond that? Zoho CRM is also integral to automating our sales cycle and processing. We've set to task new account implementation, account status, and account cancellation workflows to move tedious and often mistake-prone work into seamless processes that reduce error and improve our efficiencies.
Simply put? It's a singular solution to keep CCSP competitive and healthy as a company.
- 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.
88.88888888888889%
8.9
86.66666666666666%
8.7
95%
9.5
96.66666666666666%
9.7
86.66666666666666%
8.7
92.5%
9.3
100%
10.0
75%
7.5
35%
3.5
90%
9.0
- Allows us to have Salesforce level tools at a price point that is unmatched.
- Automation increases team efficiencies exponentially.
- Customization means the CRM conforms and props up specific company directives.
Same tools at a better price-point. What it may lack in "UI-panache" it makes up for with customization and flexibility. We are a smaller company, and with Zoho CRM have been able to achieve our desired workflows and results through the educated building of workflows and custom modules. Simply put, I'd dare anyone to find as robust a platform for the price.
- Creating custom workflows.
- Creating automated assignment rules.
- Customizing modules to align to company goals and metrics.
- Anything related specifically to needing to create code-based actions
- Reporting is easy, but there's not automated delivery to email
- In-Platform emails do not 'cross' into ZohoMail; creates issues for SalesTeam working out of both
Yes
It works decently. Frankly, a CRM isn't something I'm seeking to use regularly on a mobile device though. But in a pinch should I need to look anything up, Zoho CRM on my phone has been overly cumbersome to navigate. And being integrated with Cliq and Mail does allow me remotely to always be connected and available to my teams.
We needed to transition from month-to-month billing to annual billing back to month-to-month billing. Doing so could have been daunting with the amount of customized add-ons, and various features we feared might be tabled in the transition. But nothing of the sort occurred. We were able to switch back to the preferred billing without impeding business for even a minute.
If you have the capability to go annual? Do so. There are fantastic benefits to it. And if you're of the size that could utilize it? Enterprise support is worth its weight in gold. Having a person 'in the know' on your team means you can reshape Zoho to align to your specific needs and goals with ease. And even with the added cost? The savings in time, energy, and effort repay you in spades.