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…
A great CRM system with room for improvement
ZOHO CRM - A DECENT CRM TOOL AT A VERY AFFORDABLE COST. IT'S VERY GOOD, BUT NOT BRILLIANT.
Zoho is a very Powerful tool that has helped me automate multiple daily reporting tasks!
Keep your company organized with this powerful CRM
Best cost-effective CRM platform
Good budget CRM for growing businesses
A MUST for sales and marketing function
Unlocking Efficiency and Growth: Zoho CRM
Zoho CRM integrates with all your platforms seamlessly
Zoho - not for the non-tech user
Great start but falls away as you want more
Zoho CRM
Value for money and best customer support
Great product
How Zoho CRM Differs From Its Competitors
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
yes it has created an impact in terms of how an what we do to manage the relationship with the clients.
We are more empowered with the features that zoho has customized.
Mapping the entire customer journey with the zoho crm has become so …
Return on Investment
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Return on Investment
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
As mentioned previously, Zoho CRM has greatly …
Zoho Customer Experience
2. Maintenance of customer records: Allows us to log all customer data including purchase orders, MSA, and feature requests in one place such that it is easy to access …
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
Zoho Customer Experience
1. Customers were being left alone when they didn't responded to the first time
2. Customers were not being followed through if they failed to answer our questionnaire
3. Customers were not leaving reviews on our site …
Zoho Customer Experience
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)7.979%
Reviewer Pros & Cons
Video Reviews
4 videos
Pricing
Standard
$14.00
Professional
$23.00
Enterprise
$40.00
Entry-level set up fee?
- $14 /user/monthOptional
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
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.3Customer data management / contact management(266) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 7.9Workflow management(253) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 7.3Territory management(186) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.2Opportunity management(240) Ratings
Users can track deals and create quotes.
- 7.4Integration with email client (e.g., Outlook or Gmail)(239) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 7.5Contract management(191) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 7.6Quote & order management(190) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.9Interaction tracking(237) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.3Channel / partner relationship management(182) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 7.2Case management(203) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 6.9Call center management(163) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 7.3Help desk management(181) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.2Lead management(248) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 8Email marketing(210) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.1Task management(236) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.7Billing and invoicing management(171) Ratings
This includes automated invoice creation and billing.
- 7.8Reporting(230) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 7.6Forecasting(206) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 7.9Pipeline visualization(224) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.1Customizable reports(237) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.4Custom fields(263) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 7.9Custom objects(210) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 7.3Scripting environment(170) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 7.8API for custom integration(193) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
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.
- 8.4Single sign-on capability(220) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.4Role-based user permissions(248) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 8.1Social data(157) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 8Social engagement(149) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 7.8Marketing automation(197) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.5Compensation management(130) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 7.7Mobile access(219) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
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
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
Comparisons
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Reviews and Ratings
(930)Attribute Ratings
- 7Likelihood to Renew38 ratings
- 9.2Availability5 ratings
- 8.1Performance6 ratings
- 8.5Usability170 ratings
- 6.2Support Rating67 ratings
- 6.5Online Training7 ratings
- 8In-Person Training1 rating
- 6Implementation Rating14 ratings
- 8.1Configurability112 ratings
- 7.7Product Scalability4 ratings
- 7.1Ease of integration5 ratings
- 9.2Vendor pre-sale9 ratings
- 8.8Vendor post-sale9 ratings
- 8.3Professional Services7 ratings
- 9.5Contract Terms and Pricing Model21 ratings
- 8.1Zoho CRM Scalability76 ratings
Reviews
(1-25 of 297)It's okay
- Keeps contact information
- Allows customization
- Associates accounts and contacts
- Design and layout are meh
- Lacking a lot of features other CRM utilities normally have
- User management - Roles, profiles, etc. All of these are pretty bad.
A great CRM system with room for improvement
- Customer Relationship Management
- Email Marketing
- Sales Leads and Conversions
- Better integration with other solutions for data sharing
- Better customer support
- Better pricing
ZOHO CRM - A DECENT CRM TOOL AT A VERY AFFORDABLE COST. IT'S VERY GOOD, BUT NOT BRILLIANT.
- Forecasting is improved
- Live website lead chat function - can reach out directly to site visitors
- Customer insight record - shows leads social details for connecting
- REPORTING DASHBOARD IS LIMITED
- SYSTEM NOT AS SLICK AS HUBSPOT
- HAVE TO PAY FOR OTHER ZOHO PRODUCTS, IF TRYING TO BE TOO AMBITIOUS WITH CRM
Zoho is a very Powerful tool that has helped me automate multiple daily reporting tasks!
This also helps us identify prospects for upsell cross sell based on their payment status.
i am regularly Reporting and Analytics to make reports for the management and also activity monitoring . I have also integrated it with a telephony tool to keep a track of daily calls, average duration of calls etc.
- Reporting Interface can be shared to multiple admins , easy of access
- concurrent view of the same report at the same time without glitches
- Views created saves time so that every time filter doesn't have to be applied
- Use of formulas is one area which is tricky
- Blueprint is a powerful tool, need to have multiple sample blueprint in the system
- Tracking deal stage movement isn't precise
A large teams performance dashboard can be presented on the zoho interface rather than excel or google sheets which is very handy tool.
Less appropriate:
Need to have more chart design options, playing with formatting of chart area, plot area, legend etc . We can also look at exploring forecasting capabilities with the charts like how it is in PowerBI and Excel.
- 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
- Customizable Sales Pipeline Management
- AI-Powered Sales Automation (Zia)
- 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
- Advanced reporting and analytics
Best cost-effective CRM platform
- Client management
- Contact lists
- Opportunity management
- API integrations
- Modules customization
- Third-party tools integration
Good budget CRM for growing businesses
- Workflows in Zoho CRM are very easy to design and work really well.
- Blueprint in Zoho CRM is a great feature which can help in seamless process execution.
- Adding custom modules help us use Zoho CRM for more use-cases than just lead and customer management.
- There are limitations in few places like number of layouts in a module, etc.
- Customer support is not that great.
- At times, there are bugs which create race conditions. There is no way of getting those fixed by Zoho.
A MUST for sales and marketing function
- Customer record management
- Sales management
- Salesforce monitoring
- Automatic generation of customer web details such as social media activity, etc.
- Downloading reports to Excel, etc. is still a bit archaic
- None other for now. We love Zoho CRM
Unlocking Efficiency and Growth: Zoho CRM
- Email Templates
- You can integrate whatsapp directly without any third party vendor.
- You can create workflows simply by low code functions.
- Customize whole CRM according to your needs
- Only 2 subform are provided in Enterprise edition. Need more
- Some improvement need to be made on creating function
- Export pdf option need to be made for every module. Right now it is available for inventory.
- 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
Zoho - not for the non-tech user
- Lead and customer activity tracking
- Reporting
- Email integration
- Reporting was powerful, but difficult for the average user to configure
- The phone app was poor
- Small thing, but after a week or so of non-use the web interface login screen would change to a general Zoho screen, which confused our users.
Great start but falls away as you want more
- Basic Sales Process
- Regular updates
- It's relatively open to user suggestions
- Generally customisable
- Better communication for updates
- Published roadmaps for updates
- Less reliance on script writing for some relatively simple customisations
Zoho CRM
- We can Maintain the promising lead
- We can Regularly make Follow-up of Lead about Meeting and Calls everything
- We can Easily check Which lead can Won the project for company also we can Delete Unwanted Lead
- Also create a Report for Regular Work
- I think Zoho need Reduce Pricing Little bit is good for regular users
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
Great product
- Assign users tasks
- Organize leads with customizable fields
- Sort by relevant fields to reach the correct leads
- Zoho is extremely customizable but a bit confusing how to make certain changes.
- Customer service has not been able to figure out a few issues.
- Informing consumers when the product is experiencing issues.
Zoho CRM Review
- Registration and follow-up of leads
- Synchronization with Calendar
- Graphic detail of sales
- customer reporting
- Update supplier base with an excel file
- Improvement in the search for created clients
- Improvement in the synchronization of events or webinar with the calendar
Zoho CRM / Go Cloud easier
- Data management.
- Metrics.
- Easy of use.
- Integration capabilities.
- Translations
- Mobile app / mobile url access
- Scalability
- API support.
- Local tech support.
- Local help documentation.
- Local community forums
High Marks for Zoho
- Keep notes centralized in one place
- Helps us see the big picture of everyone's tasks in the system
- Helps us filter leads via tags for follow up
- We tried looking into Zoho Projects for project management, but it was too cumbersome and didn't seem very flexible--we turned to Trello for that need.
- I'd like an easier way to customized it a bit, but always had to involve someone from Zoho who sounds like they were from India, and the language barrier and strong accent was hard to understand and communicate what I needed.
- There are so many features in Zoho, almost wish there was a way to hide those options we're not using at the moment.
- 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.
We LOVE Zoho CRM!
- Import bulk records.
- Custom workflows can be set up to email persons within the company when a task needs to be done once a trigger action has occurred.
- Customize modules and layouts to suit your specific business needs.
- Some of the reporting features could use a little more flexibility to allow more filtering options within the report without creating multiple reports for each salesperson.
- The ability to download unlimited back ups at any time without additional fees.
- The use of Zoho Sheet within ALL modules.
- Sales pipelines
- integrations
- custom automations
- Support from Zoho
- Support modules
- Custom object functionality
- AI functionality
Zoho CRM for a Nonprofit
- Comparative charts
- Workflow automation
- Flexible setup for customization
- Need some way to switch a field type without losing the pre-existing data.
- The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
- Frustrating that only 3 custom lookup fields are allowed per module in our license.
The admin UI is pretty intuitive and easy to use. Zoho CRM also works great for tracking contact records and relationships to other records. For instance, we run 10+ different programs, and we need to track every contact's relationship to any and all of our programs. Besides the program relationship, we also track organization/employer relationships, host site relationships for interns, team relationships for several of our programs, and we are starting to track grant disbursement as well. Zoho CRM's "joiner modules" handle all of these different connection points fairly well, though the data import process can be a pain.
If you are on budget and looking for a pro CRM tools in the market, Zoho is there for you to help your team leap
- Contacts management
- User Interface
- Variety of function
- User Experience
- Mass email , is it possible to sent directly from my inbox ?
- The dashboard activity leader board to keep us motivated
Zoho CRM: Transforming Leads into Gold - or Let's make a DEAL
Prior to Zoho CRM, it was a challenge to keep our global sales force on target since they all had their own tools. Now that we have implemented CRM, it has helped us as a team and improved our focus.
- Zoho CRM does a good job with handling leads and then passing on those leads to the appropriate team.
- Zoho CRM allows us to specify multiple price lists so it makes quoting more efficient since the whole company uses the same tool and it accounts for differences in geolocation and customer type.
- The tracking of potential sales opportunities using Zoho CRM's Deals module provides the sales team the ability to estimate the likelihood of closing the sale and also provides a visual way to see the deals for the region or company. This gives us better tools for forecasting.
- Zoho CRM does not give us the granularity we desire for restricting access or segmenting accounts to territories or sales reps. While we can easily assign accounts / Leads / contacts to a sales person, we don't have the ability to restrict others from viewing their data.
- Zoho CRM support is not always as responsive as we wish them to be.
- Lack of license granularity. There are some areas where the number of templates or other licensed items are less than we desire, but there is no option to increase this without moving to the next license level, which we do not want to do.
Zoho CRM is robust and customizable, but for extremely complex enterprise scenarios with highly specialized needs or intricate workflows, organizations might find that more extensive and specialized CRM solutions could be better suited. Larger enterprises with extremely intricate sales processes may require a more tailored and sophisticated solution.
CRM your sales team and BDRs will love
- Sales Process Automation - Stages and workflows
- Reporting and dashboarding
- Lead, contact and account management
- Data importing functionality via excel csv can be made better in terms of auto field matching
- Self training video library can be made for easier onboarding
- While many B2B solutions offer seamless integration with Salesforce and HubSpot, the same level of integration is not available for Zoho CRM
1. Leads and opportunities Management - Efficiently manage leads, track deals, and automate sales workflows
2. Workflows - Automated workflows to update dependent fields, send user notifications etc
3. Reporting and dashboarding - Custom-built reports to track the team's performance, lead quota, sales pipeline, etc
Less Appropriate
1. Mobile Access - The mobile UI is bad and difficult to use