Zoho CRM

CRM software that helps you sell smarter, better, faster.

4.2 /5 (4171 reviews) Write a Review!

Zoho CRM Overview

What is 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.

Zoho CRM Overview

Pricing

Starting from
US$12.00/year

Pricing options

Free Trial
Free
Subscription
Value for money

Free Edition (CRM for entrepreneurs) - Forever free upto 3 Users.

Standard Edition (Sales tracking for Small Businesses) - $12/user/month (billed annually).

Professional Edition (Complete CRM for any SME) - $20/user/month (billed annually).

Enterprise Edition (CRM for multi-level organizations) - $35/user/month (billed annually).

Ultimate Edition (CRM for large-scale organizations) - $45/user/month (billed annually).


Zoho CRM Features

Devices
Business size
S M L
Markets
Australia, Brazil, Canada, China, Germany and 5 others, India, Japan, Mexico, United Kingdom, United States
Supported Languages
Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish and 15 others, Dutch, English, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Swedish, Turkish

Screenshots

Zoho CRM screenshot: Zoho CRM's home screen with fully customizable dashboards.
Zoho CRM screenshot: Zoho CRM's home screen with fully customizable dashboards. Zoho CRM screenshot: Zoho CRM's lead management module gives businesses a way to easily manage all leads. Zoho CRM screenshot: View lead details and perform multiple other actions. Zoho CRM screenshot: Manage the way your business is run with intelligent reporting that breaks down key metrics relating to your sales trends, marketing campaigns, team performance, and more. Zoho CRM screenshot: Zoho CRM's dashboard view provides analytical insights that gives you a detailed overview of all the important data. Zoho CRM screenshot: Visualize the sales pipeline, know your deal stage and estimate your future revenues. Zoho CRM screenshot: Unified Setup allows you to personalize Zoho CRM to your business specific needs.

Zoho CRM Reviews

Zoho CRM Reviews

Overall rating
4.2
/
5
Excellent
1946

Very good
1464

Average
571

Poor
134

Terrible
56

Value for Money
4.2
Features
4.2
Ease of Use
4
Customer Support
4
82% recommended this app
Shawn B.

A CRM for the Masses

Overall, I would strongly recommend ANY business to try it out. Check out the free version and you'll still get a lot of value out of it.
Their Paid versions are absolutely worth it.
We started off with a Free version and then graduated into 3 Pro Users and it was a great experience.
The Customer Support Team is EXCELLENT and they really spend the time with you to get you up and running and will offer other real-world examples. I feel they really want their product to work so they're dedicated in assisting even the novice amongst us.


Gaelan D.

Great for small businesses

We moved to Zoho CRM in 2014 when we were looking for a cloud based CRM. We have used it in a few different business and it is easy to use and teach to others.


David L.

Great Experience

Pleasing to work with.


Verified Reviewer

If you want to keep your sanity, then stay away from ZOHO

The benefits this software provides is nothing more than any other CRM available. Keep records of your accounts, logs of communication, track your sales pipeline, etc. etc.


Verified Reviewer

Great product for small business scaling up

My overall experience was very good. I was the head of sales who was implementing proper business practices (like conversation tracking) in the company. Zoho CRM was a great choice.


Shawn B.
Industry: Information Technology & Services
Company size: 13-50 Employees

A CRM for the Masses

Used Monthly for 2+ years
Reviewed on 7/05/2020
Review Source: Capterra

Overall, I would strongly recommend ANY business to try it out. Check out the free version and you'll still get a lot of value out of it.
Their Paid versions are absolutely worth it.
We started off with a Free version and then graduated into 3 Pro Users and it was a great experience.
The Customer Support Team is EXCELLENT and they really spend the time with you to get you up and running and will offer other real-world examples. I feel they really want their product to work so they're dedicated in assisting even the novice amongst us.

Pros

This is a very low-cost CRM for Small Businesses that are interested in tying out to see if this can really work for them.
It beautifully and seamlessly integrates with Outlook and you can use ZohoCRM for most (if not all) your communications with clients and prospects.
The interface is easy to understand and you can get most things done intuitively.

Cons

Extracting out a list of all your prospects/customers into ONE Excel sheet became a painful experience because as simple as we assumed it to be it actually become fairly cumbersome. Maybe we didn't have the in-depth experience.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Gaelan D.
Industry: Entertainment
Company size: 13-50 Employees

Great for small businesses

Used Daily for 2+ years
Reviewed on 29/03/2020
Review Source: Capterra

We moved to Zoho CRM in 2014 when we were looking for a cloud based CRM. We have used it in a few different business and it is easy to use and teach to others.

Pros

It is very easy to add fields/change fields and customize as you wish. For the most part, it is very intuitive and user friendly.
Integrates with many different programs.
We had a Zoho expert set up our account and do training with us and that was worth the time and money.

Cons

Features can be limited on lower priced tiers.
It can be difficult to find solutions to common problems.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

David L.
Industry: Hospital & Health Care
Company size: 13-50 Employees

Great Experience

Used Daily for Free Trial
Reviewed on 23/06/2020
Review Source: Capterra

Pleasing to work with.

Pros

The adaptability to our situation has been phenomenal. Additionally we found in other CRMs the price increased as our database increased. Zoho's solution increases as I add personnel. This is a much more palatable pricing system for us.

Cons

We do in person calling. The standard set up does not separately track this effort. We have needed to set up customization to do this. I am able to do this myself. But, it would have been better to have a canned solution.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer
Industry: Computer Software
Company size: 51-200 Employees

If you want to keep your sanity, then stay away from ZOHO

Used Daily for 2+ years
Reviewed on 22/06/2018
Review Source: Capterra

The benefits this software provides is nothing more than any other CRM available. Keep records of your accounts, logs of communication, track your sales pipeline, etc. etc.

Pros

The CRM is easy to use. Unlike other CRM products, with Zoho you don't have to be an expert to get started. The interface is clean and easy to use. It doesn't have all the insane features that other products have, but that is what sets Zoho apart because they are trying to keep it simple for small businesses.

Cons

There's too many issues with this product to even begin listing. The application is buggy. I started reporting bugs to their support department but they occupied too much of my time and would remote into my computer and repeat the same steps over and over again, expecting a different result. I gave up on reporting issues. They don't even care to fix them anyways. The support is extremely poor. I'd rather have them offer no support than the support they provide, as you'll get even more frustrated with their support than not even having support at all. We had an "Enterprise Account Manager" which wasn't very responsive. Any unresolved issues with the application he would just send back to the support department (the same support department you'd been previously fighting with for months on petty issues) and then nothing would end up getting done. Based on my conversations with the account manager, I can confidently say that nobody in the organization has any clue what's going on. Nobody in the company has any empowerment to do anything, everybody acts like pre-programmed robots. There is a horrible communication gap between departments, nobody is on the same page, everybody just passes the buck thinking somebody else will take care of the issue. You can tell there is a pretty bad work ethic and culture. You'll get the run around and end up getting exhausted and give up. You end up having a second job just trying to deal with Zoho. It's quite simple, STAY AWAY.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Verified Reviewer
Industry: Information Technology & Services
Company size: 5,001-10,000 Employees

Great product for small business scaling up

Used Daily for 1+ year
Reviewed on 18/06/2020
Review Source: Capterra

My overall experience was very good. I was the head of sales who was implementing proper business practices (like conversation tracking) in the company. Zoho CRM was a great choice.

Pros

I loved the numeber of features I got for the money. At the same time, my biggest concern was integration with third party mailing service. Zoho handled it perfectly.

Cons

It was a bit pricy for a small business in Mid-Europe. Especially that we were just starting off, and did not need all the functions that came with the package we had to acquire to get the ones we needed.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
7.9/10
Based on 4,171 user ratings
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Zoho CRM Pricing

Zoho CRM Pricing

Starting from
US$12.00/year
Free Trial
Free
Subscription
Value for money

Free Edition (CRM for entrepreneurs) - Forever free upto 3 Users.

Standard Edition (Sales tracking for Small Businesses) - $12/user/month (billed annually).

Professional Edition (Complete CRM for any SME) - $20/user/month (billed annually).

Enterprise Edition (CRM for multi-level organizations) - $35/user/month (billed annually).

Ultimate Edition (CRM for large-scale organizations) - $45/user/month (billed annually).

Free Edition (CRM for entrepreneurs) - Forever free upto 3 Users.

Standard Edition (Sales tracking for Small Businesses) - $12/user/month (billed annually).

Professional Edition (Complete CRM for any SME) - $20/user/month (billed annually).

Enterprise Edition (CRM for multi-level organizations) - $35/user/month (billed annually).

Ultimate Edition (CRM for large-scale organizations) - $45/user/month (billed annually).

Value for Money
4.2/5
Based on 4,171 user ratings
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Zoho CRM Features

Zoho CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Database
Contact Management
Custom Fields
Customer Database
Customisable Branding
Customisable Reporting
Customisable Templates
Data Import/Export
Electronic Payments
Email Integration
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.2/5
Based on 4,171 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for Zoho CRM

Additional information for Zoho CRM

Key features of Zoho CRM

  • CRM Analytics
  • CRM with Email
  • Custom Modules
  • Customer Support & Service
  • Developer API for Third-party Integration
  • Document Library
  • Gamification
  • Integration with Microsoft Office & Outlook
  • Inventory Management
  • Marketing Automation
  • Mass Email
  • Multiple Currencies
  • Reports & Dashboards
  • Role-based Security
  • Sales Force Automation
  • Social CRM
  • Workflow Approval Processes
  • Workflow Management

Benefits

- 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

Zoho CRM FAQs

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$12.00/year

Pricing model: Free, Subscription

Free Trial: Available

Free Edition (CRM for entrepreneurs) - Forever free upto 3 Users. Standard Edition (Sales tracking for Small Businesses) - $12/user/month (billed annually). Professional Edition (Complete CRM for any SME) - $20/user/month (billed annually). Enterprise Edition (CRM for multi-level organizations) - $35/user/month (billed annually). Ultimate Edition (CRM for large-scale organizations) - $45/user/month (billed annually).

Q. What are the main features of Zoho CRM?

Zoho CRM offers the following features:

  • CRM Analytics
  • CRM with Email
  • Custom Modules
  • Customer Support & Service
  • Developer API for Third-party Integration
  • Document Library
  • Gamification
  • Integration with Microsoft Office & Outlook
  • Inventory Management
  • Marketing Automation
  • Mass Email
  • Multiple Currencies
  • Reports & Dashboards
  • Role-based Security
  • Sales Force Automation
  • Social CRM
  • Workflow Approval Processes
  • Workflow Management

Q. Who are the typical users of Zoho CRM?

Zoho CRM has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does Zoho CRM support?

Zoho CRM supports the following languages:

Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Swedish, Turkish

Q. What type of pricing plans does Zoho CRM offer?

Zoho CRM has the following pricing plans:

Free, Subscription

Q. Does Zoho CRM support mobile devices?

Zoho CRM supports the following devices:

Android, iPhone, iPad

Q. What other apps does Zoho CRM integrate with?

Zoho CRM integrates with the following applications:

ActiveCampaign, Adobe Sign, ClickDesk, HelpOnClick Live Chat Software, Nimble, SeamlessGov, TeamSupport, Zoho Books, Zoho Invoice, Zoho Recruit

Q. What level of support does Zoho CRM offer?

Zoho CRM offers the following support options:

Forum, Video Tutorials, Phone Support, Online Support, FAQs, Knowledge Base