Zoho CRM
About Zoho CRM
Zoho CRM is an omnichannel cloud-based customer relationship management platform that helps global businesses to take control of their business processes to build lasting customer relationships. The web-based platform can be customized to suit industries of all types and sizes. Zoho CRM offers integration with over 40 Zoho products and extend its capacity with more than 300 third-party app extensions, including G Suite, Office 365, Salesforce, and other popular apps.
Zia is an AI-powered sales assistant for Zoho CRM that helps individual reps and sales teams detect anomalies in the sales process before they occur, suggests the best time to contact a prospect, and studies their sales patterns. Zia can provide each sales rep with personalized CRM data, intelligent alerts, task reminders, and suggestions in order to aid sales.
Businesses can use the Zoho CRM omnichannel CRM to nurture customer relationships anytime, anywhere. From phone, to live chat, to email, to social media, businesses can communicate and connect with their clients to enhance the customer experience. Notifications can automatically alert users of each new customer interaction or new contact.
The Advanced CRM Analytics module, powered by Zoho Reports, allows users to sync and integrate their Zoho CRM data to gain better insights. Users can create custom dashboards and reports on metrics such as lead generation, revenue, deals, and more.
When it comes to a CRM solution, one size doesn't fit all businesses. That's why Zoho CRM lets businesses easily customize the interface to meet the particular requirements of their organization.
Pricing starting from:
US$14.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of Zoho CRM
- Stay on top of every activity with your new sales assistant, Zia - The conversational AI sales assistant.
- In-depth analytics for sales success
- Process management for building and automating your sales process
- Portals for your customers, vendors and partners
- No data lockup, export data at anytime
WHAT'S NEW?
- Segment customers based on purchase patterns
- Analyze webform statistics and conduct webform A/B tests
- Identify marketing campaigns with the highest ROI
- Discover sales trends with customizable quadrants and cohorts
- Access Zoho CRM dashboards via the Analytics App on your phone
- Personalize purchase stages and actions of your customer's journey
- Improve your decision-making with a prediction builder
- Use AI-powered email analytics and assignment rules
- Simplify data collection with contextual and customizable forms
- Create multiple pipelines based on geography and other parameters
- Enjoy seamless review processes with easy assignment and comment functions
- Improve customer experiences with in-depth services and appointments features
- Access custom signals, calls and email workflows for flexible communication
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Pricing starting from:
US$14.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Zoho CRM: 202
Alternatives
Salesforce B2B Commerce
HubSpot Sales Hub
Salesforce Starter
Freshsales
Reviews
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- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Keep your customers engaged with your business
Reviewed on 1/07/2021
With Zoho CRM it is much faster to manage your customers, projects, and communications all in one...
With Zoho CRM it is much faster to manage your customers, projects, and communications all in one reliable platform. Its implementation in our organization has increased our revenue geometrically.
Pros
Zoho CRM offers a feature-rich platform to engage with your customers. You can manage contacts, send mass emails, notifications, manage inventory, implement an AI assistant, and even give your customers a mobile app to stay synced.
Cons
The software can not be self-hosted on your private server.
Reasons for Choosing Zoho CRM
Zoho CRM provided smooth data migration and a rich set of features.Switched From
OdooReasons for Switching to Zoho CRM
Zoho CRM is easy to get started and integrate with existing business processes. Also, they offer a free plan and paid plans starting from just $14 per month.- Industry: Information Technology & Services
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Easy to use, monitor leads and manage team assignments
Reviewed on 16/05/2022
As a less expensive option, this is what I recommend to all of my clients. If you're comfortable...
As a less expensive option, this is what I recommend to all of my clients. If you're comfortable with the platform, it will serve you for the rest of your life. It's been a wonderful experience. You may receive answers quickly and easily by chatting with a member of their chat support team.
Pros
Zoho is a good alternative for clients who don't want to shell out money for Google Workspace. It accomplishes its purpose. My satisfaction with their efforts is based on the fact that they are attempting to make their platform accessible to everyone. Much of it is configurable and we were able to put it up 90% of the way we wanted. It's a breeze to use and keep track of.
Cons
I'd like it if the platform's many sections were made a little easier to configure and understand. In my opinion, they are attempting to mimic Google Workspace, although I am more familiar with Google Workspace's features. I'd love it if I could make my email software look and work just like gmail.
- Industry: Think Tanks
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Amazing and Affordable CRM
Reviewed on 22/08/2024
it has been used for the past eight years and I feel like it has really scaled with our business's...
it has been used for the past eight years and I feel like it has really scaled with our business's growth. I would love to be able to assess how we have grown with Zoho
Pros
I love how intuitive and organized it makes all of my data about my clients and potential leads. It really formulates my data sets in a very logical manner
Cons
I wish that it had some built in AI. Having the ability to extract the information and help with automated tasks like writing emails, reaching out to leads, and conducting market research
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
In Trial At The Moment
Reviewed on 18/07/2024
I am in testing phase at the moment and do not have a full review.
I am in testing phase at the moment and do not have a full review.
Pros
The cost is the best feature and talked about item for this product.
Cons
There is a bit of a learning curve with this product.
- Industry: Transportation/Trucking/Railroad
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
ZOHO CRM CUSTOMER MANAGEMENT
Reviewed on 5/07/2024
I have looked around, researched, and tried out a few CRM's. So far I made the decision to use Zoho...
I have looked around, researched, and tried out a few CRM's. So far I made the decision to use Zoho as it fits our budget and has all the features we need at this point in our growth.
Pros
Able to manage clients and perform workflows and reminders of task for each client for different services.
Cons
Not so easy to navigate and use. I have a IT background so it is not to hard for me to navigate but for someone who is not too tech savvy, they will need some more time with training.
Zoho CRM FAQs
Below are some frequently asked questions for Zoho CRM.Q. What type of pricing plans does Zoho CRM offer?
Zoho CRM offers the following pricing plans:
- Starting from: US$14.00/month View Pricing Plans
- Pricing model: Free Version, Subscription
- Free Trial: Available
Free Edition (CRM for entrepreneurs) - Forever free upto 3 Users. Standard Edition (Sales tracking for Small Businesses) - $14/user/month (billed annually). Professional Edition (Complete CRM for any SME) - $23/user/month (billed annually). Enterprise Edition (CRM for multi-level organizations) - $40/user/month (billed annually). Ultimate Edition (CRM for large-scale organizations) - $52/user/month (billed annually).
Q. Who are the typical users of Zoho CRM?
Zoho CRM has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Zoho CRM support?
Zoho CRM supports the following languages:
Arabic, Brazilian Portuguese, Bulgarian, Chinese, Croatian, Czech, Danish, Dutch, English, European Portuguese, French, German, Hebrew, Hindi, Hungarian, Indonesian, Italian, Japanese, Korean, Polish, Russian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Vietnamese
Q. Does Zoho CRM support mobile devices?
Zoho CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Zoho CRM integrate with?
Zoho CRM integrates with the following applications:
ActiveCampaign, Adobe Acrobat Sign, Amity, Avaya Experience Platform, Bedrock Data, Box, BurstSMS, Dealfront, Docusign, Dropbox Business, Eventbrite, GetResponse, Gmail, GoTo Meeting, GoToWebinar, Google Ads, Google Analytics 360, Google Calendar, Google Drive, Google Workspace, HubSpot CRM, Join.Me, Jotform, Kixie PowerCall, LinkedIn for Business, Mailchimp, Meta for Business, Microsoft 365, Microsoft Outlook, Operations Hub, PandaDoc, PayPal, Proposify, QuickBooks Online, QuoteWerks, Quoter, RingCentral Contact Center, SMS-Magic, Saasu, Shopify, SimplyCast, Skyvia, Slack, SurveyMonkey, Trello, Twilio, Twitter/X, Xero, Zapier, Zendesk Suite, Zoho Analytics, Zoho Assist, Zoho Billing, Zoho Books, Zoho Campaigns, Zoho Cliq, Zoho Creator, Zoho Desk, Zoho Expense, Zoho Forms, Zoho Mail, Zoho Meeting, Zoho Projects, Zoho SalesIQ, Zoho Sign, Zoho Social, Zoho Survey, Zoho Writer, iQuoteXpress, mailparser.io
Q. What level of support does Zoho CRM offer?
Zoho CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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