About Zoho CRM

Zoho CRM is an omnichannel customer relationship management platform that helps global businesses to take control of the business processes to build lasting customer relationships. The web-based platform can be personalized to suit industries of all types and sizes. Zoho CRM offers integration with various Zoho products and extends its capacity with various third-party app extensions, including G Suite, Office 365, Salesforce, and other popular apps.

Zia is an AI-based sales assistant for Zoho CRM that helps individual reps and sales teams detect anomalies in the sales process before they occur, suggest the best time to contact a prospect, and study 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, allows users to sync and integrate 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 personalize the interface to meet the particular requirements of the organization.

Pricing starting from:

US$14.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Zoho CRM

  • Segment customers based on purchase patterns, analyze webform statistics and conduct webform A/B tests.
  • Identify marketing campaigns with the highest ROI and discover sales trends with customizable quadrants and cohorts.
  • Access Zoho CRM dashboards via the analytics app on the phone.
  • Personalize purchase stages and actions of customer's journey and improve decision-making with a prediction builder.
  • Use AI-based email analytics and assignment rules while simplifying data collection with contextual and customizable forms.
  • Create multiple pipelines based on geography and other parameters.
  • Enjoy review processes with 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

    Markets

    Armenia, Australia, Austria, Bahrain, Bangladesh and 54 others

    Supported Languages

    Arabic, Brazilian Portuguese, Bulgarian, Chinese, Croatian and 22 others

    Pricing starting from:

    US$14.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Zoho CRM Software - Zoho CRM analytics
    Zoho CRM Software - Zoho CRM blueprint
    Zoho CRM Software - Zoho CRM canvas
    Zoho CRM Software - Zoho CRM omnichannel
    Zoho CRM Software - Zoho CRM predictive sales
    Zoho CRM Software - Zoho CRM mobile CRM
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    Zoho CRM video
    Zoho CRM Software - Zoho CRM analytics
    Zoho CRM Software - Zoho CRM blueprint
    Zoho CRM Software - Zoho CRM canvas
    Zoho CRM Software - Zoho CRM omnichannel
    Zoho CRM Software - Zoho CRM predictive sales
    Zoho CRM Software - Zoho CRM mobile CRM

    Features

    Total features of Zoho CRM: 205

    • A/B Testing
    • AI/Machine Learning
    • API
    • Access Controls/Permissions
    • Accounting Integration
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Escalation
    • Alerts/Notifications
    • Appointment Management
    • Appointment Scheduling
    • Asset Lifecycle Management
    • Automated Routing
    • Budgeting/Forecasting
    • Business Card/Badge Scanning
    • Business Process Automation
    • Business Process Control
    • Buyer Management
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call Management
    • Campaign Analytics
    • Campaign Management
    • Campaign Planning
    • Campaign Segmentation
    • Channel Management
    • Chat/Messaging
    • Churn Management
    • Client Management
    • Client Portal
    • Client Tracking
    • Client/Property Matching
    • Collaboration Tools
    • Commenting/Notes
    • Communication Management
    • Configurable Workflow
    • Contact Database
    • Contact Management
    • Content Library
    • Content Management
    • Contract/License Management
    • Conversion Tracking
    • Correlation Analysis
    • Customer Activity Tracking
    • Customer Database
    • Customer Engagement
    • Customer Experience Management
    • Customer History
    • Customer Journey Mapping
    • Customer Segmentation
    • Customer Social Profiles
    • Customer Support
    • Customer Surveys
    • Customisable Branding
    • Customisable CTAs
    • Customisable Forms
    • Customisable Reports
    • Customisable Templates
    • Customizable Fields
    • Dashboard
    • Dashboard Creation
    • Data Import/Export
    • Data Security
    • Data Synchronisation
    • Data Visualisation
    • Document Management
    • Document Storage
    • Donor Management
    • Drag & Drop
    • Drip Campaigns
    • Email Management
    • Email Marketing
    • Email Response Control
    • Email Templates
    • Email Tracking
    • Engagement Tracking
    • Event Triggered Actions
    • Exception Reporting
    • Expense Tracking
    • Feedback Management
    • Field Sales Management
    • File Sharing
    • For AEC Industry
    • For Financial Institutions
    • For Healthcare
    • For Insurance Industry
    • For Mac Devices
    • For Nonprofits
    • For Real Estate
    • For Sales Teams/Organizations
    • For Small Businesses
    • For Startups
    • For iPad Devices
    • Forecasting
    • Gamification
    • Goal Management
    • Goal Setting/Tracking
    • Graphical Data Presentation
    • Help Desk Management
    • Incentive Management
    • Interaction Tracking
    • Internal Chat Integration
    • Landing Pages/Web Forms
    • Lead Capture
    • Lead Distribution
    • Lead Generation
    • Lead Management
    • Lead Nurturing
    • Lead Qualification
    • Lead Scoring
    • Lead Segmentation
    • Live Chat
    • Loyalty Program
    • Marketing Automation
    • Marketing Calendar
    • Meeting Management
    • Mobile Access
    • Modeling & Simulation
    • Monitoring
    • Multi-Campaign
    • Multi-Channel Communication
    • Multi-Channel Data Collection
    • Multi-Channel Marketing
    • Multi-Currency
    • Multi-Language
    • Multivariate Testing
    • Negative Feedback Management
    • Opportunity Management
    • Performance Management
    • Performance Metrics
    • Pipeline Management
    • Pipeline Reports
    • Predictive Analytics
    • Prioritisation
    • Product Catalog
    • Progress Tracking
    • Project Management
    • Project Tracking
    • Proposal Generation
    • Prospecting Tools
    • Quota Planning
    • Quotes/Estimates
    • ROI Tracking
    • Real-Time Analytics
    • Real-Time Data
    • Real-Time Notifications
    • Real-Time Reporting
    • Real-Time Updates
    • Referral Tracking
    • Relationship Tracking
    • Reminders
    • Remote Access/Control
    • Reporting & Statistics
    • Reporting/Analytics
    • Rewards Management
    • Role-Based Permissions
    • Sales Activity Management
    • Sales Analytics
    • Sales Approval
    • Sales Automation
    • Sales Forecasting
    • Sales Pipeline Management
    • Sales Planning
    • Sales Reports
    • Sales Trend Analysis
    • Scheduling
    • Search Marketing
    • Search/Filter
    • Segmentation
    • Self Service Portal
    • Service Level Agreement (SLA) Management
    • Social Marketing
    • Social Media Integration
    • Social Media Monitoring
    • Social Promotion
    • Source Tracking
    • Statistical Analysis
    • Survey/Poll Management
    • Surveys & Feedback
    • Tagging
    • Task Management
    • Task Progress Tracking
    • Task Scheduling
    • Team Assignments
    • Template Management
    • Territory Management
    • Text Analysis
    • Third-Party Integration
    • Third-Party Integrations
    • Training Management
    • Transaction History
    • Trend Analysis
    • User Management
    • Visual Analytics
    • Warranty Tracking
    • Web Forms
    • Web-based Deployment
    • Website Integration
    • Website Visitor Tracking
    • Widgets
    • Workflow Configuration
    • Workflow Management
    • eCommerce Management

    Alternatives

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    4.5
    #2 Alternative to Zoho CRM
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    NetSuite

    4.2
    #3 Alternative to Zoho CRM
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    ClickUp

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    Reviews

    Overall rating

    4.3 /5
    (6,923)
    Value for Money
    4.3/5
    Features
    4.3/5
    Ease of Use
    4.2/5
    Customer Support
    4.1/5

    Already have Zoho CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 6,923
    Marvin
    Marvin
    Overall rating
    • Industry: Design
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    ZOHO - a solid CRM

    Reviewed on 27/09/2024

    Real good - they have a ton of business apps and webware - check them out - you might find...

    Real good - they have a ton of business apps and webware - check them out - you might find something great and lower pricing than the market leaders.

    Pros

    easy to use and HUGE value for the money

    Cons

    can be clunky - could use better data tools - but they are consistent in upgrading the platform

    Alternatives Considered

    Salesforce Sales Cloud

    Reasons for Choosing Zoho CRM

    better pricing - crm is crm zoho does what i need it to

    Switched From

    SugarCRM

    Reasons for Switching to Zoho CRM

    price - zoho a better value - can do anything sforce can.
    Farheen
    Overall rating
    • Industry: Market Research
    • Company size: 201–500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Zoho CRM- Comprehensive solution at reasonable price

    Reviewed on 21/01/2025

    Overall really good value for the price that we pay.
    The case-wise history maintenance feature...

    Overall really good value for the price that we pay.
    The case-wise history maintenance feature actually help us to segment leads and has increased our productivity,
    There are too many features which is actually not required for many business, they can cut it to make interface cleaner.

    Pros

    The ease of usage; the deals page has drag and drop features which helps in very easy prioritization of pipelines. Creating accounts, leads and contacts are all very easily and gets synched in the back-end. Additionally, assigning of cases to team members is also very easy.

    Cons

    The reminders that we set only appears as web-based push notifications and I often tends to lose it. The features are overwhelming in enterprise version and every time we need some help, the team pushes us to do a paid online training. The quality of downloadable charts is not up-to mark and we depend on external pivots and excels and use Zoho CRM downloads as backups.

    Verified Reviewer
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Zoho CRM Missing the Relationship in CRM

    Reviewed on 14/07/2024

    Frustrating at best. If you like hitting your head against a wall time and time again to see if...

    Frustrating at best. If you like hitting your head against a wall time and time again to see if you could possibly make something work - this may be your platform. I swear if I hear "sorry for the inconvenience" one more time after it took 4 weeks to resolve an issue - that has never been resolved I will scream. This last issue is why I am actively looking for a new CRM / ATS Manager - my contract expires in September and will not be renewed.

    Pros

    I liked the ZOHO ONE package, having everything in one place. What I ended up with after 5 years is a system that held data I couldn't use and what I could possibly use, there were such limitations it was impossible.

    Cons

    They keep re-inventing the wheel without making sure they have their products solid, this has resulted in a proverbial "dogs breakfast" of apps that don't relate properly rendering ZOHO just a waste of time and money

    Ben
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 2–10 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Great balence between easy to use and customizable

    Reviewed on 24/10/2024

    Zoho CRM has been a great tool for managing my customer relationships. It’s packed with features,...

    Zoho CRM has been a great tool for managing my customer relationships. It’s packed with features, but it’s still pretty easy to navigate once you get the hang of it. Setting up workflows and tracking leads has helped me stay on top of things and keep my sales pipeline organized. It’s not the simplest CRM out there, but the learning curve is worth it because of all the customization options and integrations. Overall, it’s a solid platform that’s helped me streamline my business processes.

    Pros

    One of the best things about Zoho CRM is how customizable it is. I can tailor it to fit my exact needs, whether it's creating custom fields, layouts, or automating workflows.

    Cons

    The support is not always great, sometimes it can take a while to get back a response that is worth while.

    Alternatives Considered

    Salesforce Sales Cloud and HubSpot CRM

    Reasons for Switching to Zoho CRM

    Cheaper and filled our needs. Salesforce tends to be complicated.
    Lana
    Overall rating
    • Industry: Civil Engineering
    • Company size: 51–200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    It's been so wondrous with lead tracking and distribution.

    Reviewed on 9/12/2024

    Superb and marvelous integration to slack for efficient collaboration.
    Does incredibly with lead...

    Superb and marvelous integration to slack for efficient collaboration.
    Does incredibly with lead tracking and distribution.

    Pros

    User friendly making is easy to navigate.
    Slack integration for remote collaboration.

    Cons

    Great CRM for boosting sales and got no complaints.

    Showing 5 reviews of 6,923 Read all reviews

    Zoho CRM FAQs

    Below are some frequently asked questions for Zoho CRM.

    Zoho CRM offers the following pricing plans:

    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).

    Zoho CRM has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    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

    Zoho CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Zoho CRM integrates with the following applications:

    2iNova Practice Management Software, ActiveCampaign, Avaya Experience Platform, Bedrock Data, Box, BurstSMS, Dealfront, Docusign, Dropbox Business, Eventbrite, GetResponse, Gmail, GoTo Meeting, Google Ads, Google Analytics 360, Google Calendar, Google Drive, Google Workspace, HubSpot CRM, Join.Me, Jotform, Kixie PowerCall, Klenty, Knowlarity, 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

    Zoho CRM offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

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