Zoho CRM

Zoho CRM

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

4.2/5 (2729 reviews)

Zoho CRM Overview

An Intelligent CRM With an AI-Powered Sales Assistant :
Zia is an AI-powered sales assistant for Zoho CRM. She helps individual reps and sales teams detect anomalies in the sales process before they occur, suggests the best time to contact a prospect, and even studies their sales patterns. A powerful CRM with some intelligence is what most companies want.

The Industry's First Multichannel CRM :
Meet your customers no matter the medium. From phone, to live chat, to email, to social media, communicate and connect to give customers a better experience.

Powerful Analytics That Paint a Picture :
When you use different apps to store your data, it's vital that they can talk to one another. If they don't communicate, your data winds up in silos, and it's virtually impossible to get a complete view of your business. With Advanced CRM Analytics powered by Zoho Reports, integrate your data and gain better insights. 

A Scalable CRM With Advanced Customization Options :
When it comes to a CRM solution, one size doesn't fit all businesses. That's why Zoho CRM lets you easily customize the interface to meet the particular requirements of your organization.

Pricing

Starting from
$12/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch and 14 others, English, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Swedish, Turkish

Zoho CRM Reviews

Overall rating
4.2/5
81% positive reviews
1235
Excellent
967
Very good
389
Average
97
Poor
41
Terrible

ZOHO CRM The right fit for a medium company.

Used Daily for 6-12 months
Reviewed on 2/21/2017
Review Source: SoftwareAdvice

I am a sales consultant and was asked to recommend the best CRM for a group of 3 companies, with around 50 persons each. After an evaluation of 15 initial products, Zoho CRM resulted the most adequate for this companies. The product itself is very easy to use, friendly user and extremely easy to adapt. In terms of price/performance, in my opinion is one of the best against other brands when you have a limited budget.
It is basically design for pipeline management, activities tracking as well as customer´s, also, it has a great mobile client, that said by one of my customers employee, it is even easier to use it than work on the PC.
I have been able to use other CRM´s like Sales Force, SAP, Siebel as a user in big corporations, and those are great products, but I think that for small and medium size companies, this product is simpler, less expensive and easy to use.

Pros

- Easy to customize: The product is extremely easy to customize, at the point that unless you are going to do something very specialized, you might need external support, otherwise, the ramp up curve is easy and fast. There are different versions to subscribe, the higher the version, the more you can customize. They also let you try the product for a 30 day period and you are able to switch between different versions to compare them. The bottom line is that you will not need to spend extra money.
- Language: My customers needed the product in spanish, Zoho allows you to switch between one language and another seamlessly.
- Price: There are different versions, that are very affordable, one of the difference against the leaders is that the price up to 5 users might be the reasonable, but above 5 the prices goes really high. In the case of Zoho below 5 is free with its limitations, and then you have a reasonable step up depending on the versions.
- Mobile Client: Simply amazing, once you have the product running, literally, every task or query you can do in your desk, you can also do it in your smartphone. The interface is clean, nice, intuitive and easy to use.
- Tracking and follow up: One the strongest features I found is the tools to remind you of the follow up of tasks, meeting, calls, etc. You can get advise by email, phone, etc.
- Sales methodology and Pipeline review: If your company has a black & white sales methodology, it is very easy to set it up in the CRM, also the way to view the pipeline is very intuitive and visual. It makes very easy to do pipe review and lets you drill into any module with just a click.
- Views: You can have the report & the view you need, the product comes with a lost of sample reports but also lets you do your own (The higher the version, the more you can customize)
- Workflow for triggering events: This is a great feature where you visually can determine which tasks are needed to execute after one event happens. Amazing feature.

Cons

There are many "add ons" that can be very useful once you have your CRM, by example ZOHO Projects, . My only advise is that from the beginning you have a clear understanding of what your company will be needing as this modules are priced separate from the monthly fee. Depending on the modules, you might end spending more dollars per user on them than on the crm fee.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

10.0/10

One of the best customizable CRM

Used Daily for 6-12 months
Reviewed on 8/5/2018
Review Source: Capterra

Zoho has allowed us to optimize our pre-sales and sales efforts. Taking into account, the versatility of the tool to close opportunities. Additionally, we have incorporated the service delivery process using the project module for this procedure.

I estimate to be using the rest of the modules of the tool, starting with emailing marketing

Pros

1061/5000
Zoho CRM is the best CRM on the market for the needs of customizing a tool.
From Zoho CRM you can integrate all the elements for interaction with customers or future customers.
Zoho is the only tool from my experience that allows to create, through a simple algorithm and conditions, the workflow of an area. Start with a client, potential clients and opportunities. From there the flow continues according to what the company has defined.
From this tool you can cover the initiatives oriented to prospects and clients: marketing, activation project, indicators, social network management, customer service, emailing marketing, inventory, human resources management, among other features.

It is one of the tools that allows to start its use from the interaction of webinar

It really allows to integrate the modules according to the company's need. Even.

Important that prestigious organizations use this tool to manage customer requirements

Cons

Points that could be improved from this excellent CRM tool, is to include tutorial guides, as well as include a base configuration of a CRM, that is, show an initial configuration of the use of the tool. Taking into account, simple modules to implement the tool in any organization: social networks management or emaling, capture the prospect, add opportunities, billing management, customer registration.

Allow to have a Zoho advisor to implement the tool. More for the questions that may arise. Taking into account, being able to add your workflow is one of the best features of this tool, however, it would be of added value to have examples within the same tool. Allow user to do exercises of this workflow, and with this it would be easier to implement customization

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Very good and excellent CRM, Complete, dynamic and accessible, easy to use and available on the web

Used Daily for 2+ years
Reviewed on 6/28/2018
Review Source: Capterra

t is a very useful software for the operations of purchase and sales of the company, all operations can be managed quickly and this allows us to obtain income faster than the result of these operations, the accounts of our suppliers are constantly monitored by their action in real time with only an Internet connection and over time, all operations performed, as well as doing business. in general it is a very useful tool.

Pros

Good Zoho CRM, is a very useful tool to manage the relationship with customers, helps us to inspect the commercial work with customers, provides us the option of making reports which allows us to streamline the process of buying and selling with our suppliers, On the other hand, another fundamental and important aspect of Zoho CRM is that it is economical and thanks to its easy handling of the platform it helps us to increase our turnover and revenues to the company.
In general, it is a very robust software when it comes to monitoring purchases and sales and something very significant is that it allows us to interact and link with social networks such as Twitter and Facebook. This is important since nowadays all companies have these platforms. social networks, additional account also with a mobile application that allows us to be connected to our operations outside the office.

Cons

What can be said about this application is that it should improve a bit in data security, since I work in the banking sector and because confidential data can be vulnerable because it is a software that is in the cloud. Also to be in line with the application, if you do not have an Internet connection you can not enter, but the minor details are this kind of problems. I would like to find a solution with which you can work online, but somehow maintain the data locally.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

A highly extendable CRM with small business affordability

Used Daily for 1+ year
Reviewed on 6/19/2018
Review Source: Capterra

Zoho CRM is simple enough to immediately begin improving a company's sales process out of the box, but powerful enough to create complex workflows, automation, custom solutions, and integrations.

We were able to immediately start saving time working through leads, while continuing to improve and hone our sales experience, and then our customer experience by integrating with our Accounting system and Ticketing system.

Pros

Beyond the basics of contact management, workflows and custom fields, Zoho CRM makes it especially easy to find the last communication and pick up right where you left off with any lead, deal, or client. It syncs with other Zoho products, as well as many external systems, making it perfect for a connected workflow. It also has an available API for creating custom application integrations.

Creating custom workflows and approvals with Blueprint is a straightforward process, and the power that it provides for process management and automation cannot be underestimated.

Self service portals for clients are another great addition to the power of the CRM.

There are multiple billing levels available, so the system will scale with your business, or even better check out Zoho One for a simple and affordable solution to even more of Zoho services.

One final Pro is that Zoho is consistently looking to make their product better, and has shown an extraordinary commitment to improving it's design and functionality. If you don't like something now, submit feedback and wait a little while, and it might appear.

Cons

Integrating the CRM with other Zoho products can be complicated, and the integration experience is not completely consistent yet. It is clear that this is something that is being improved, but some of the products are not at the same level of polish as Zoho CRM.

Zoho's introduction of an AI assistant is certainly cool to see, but it isn't quite ready for prime-time and much of what it can do doesn't seem to add a lot of value versus not having an AI. However, this will certainly continue to improve with feedback and it is good to see AI as a focus of future innovation in the product.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Seriously, the best CRM software out there for the money when combined with all their products

Used Daily for 1+ year
Reviewed on 5/13/2018
Review Source: Capterra

Price, easy of use, endless expansion, integration capabilities with big name companies already built in... and mostly... Insight. I am by far one the most insightful IT companies around in my area because I use this software. It's probably what pushed us past the competition.

Pros

First off, I own, manage & work at a Business IT and WebDesign business, located in the Kansas City, MO area...

The Zoho CRM platform is very intuitive and easy to use immediately. Plus, for the money, it's the best in my opinion. Now, dedicate a few days to learn the CRM, combined with their other products... You seriously have the best solution out there I've ever seen and I've tried them all. Additionally, Zoho is priced far below the competition for what you get. Third party integrations for big names like Google and Facebook are amazingly simple to add and configure. Spend a few days on the trial period, dedicated a couple hours a day to learning their CRM, combined with the other solutions they provide that fit your needs... and you'll be spoiled compared to any others. Customer support is rather good, although based in India. I never had a problem or experienced a debacle they were not happy to help me with. Also, the company Zoho.. Across the board is moving forward every week/month with new features and updates to not only the CRM here but, their entire plethora of SaS solutions.

If you are familiar with CRM's... I won't bore you with what it does. You already know what a CRM should provide and Zoho CRM does by far and then some. The learning curve really is not that bad, even then, there really is no limit you can take this platform to if you dedicate the time to learn and set it up.

Bottom line: Zoho CRM, combined with their other solutions... IS THE BEST

Cons

Honestly... I can not complain that much. The only complaint I have is this... Yes, they are far below the competition in terms of price when considering the big names out there.. However, if you are a power user like myself.. You want all the options. Even though they are cheaper than the others.. I really hate (across the board, all companies included) that their subscription pricing is a "per user" type setup. Being an IT business, you understand inner workings of resource usage... I really think all these companies should be tiered in groups of 5 - 10 users and the price will increase at that point but, I digress...

In the beginning of my startup phase (Having one employee besides myself), I really found it hard justifying the cost "per user" to use any CRM software. However, my end goal for the company was automation of anything Consumer Relations, related so.. honestly, I chose to save a couple bucks and went the open source route. Well, yeah.. It worked that way but honestly, it was open source but, closed. Anything I wanted that was not built by the community was insanely time consuming to implement. BUT.. It cost nothing that way and I didn't pay a per user fee. However, time is money AND... my implementations would have to be rebuilt anytime I wanted to update the core functionality.

So, long story short... These companies really shouldn't be implementing a per user subscription model. Truth be told, 1 - 10 employees takes the same resources on their end.. :/

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Zoho CRM Pricing

Starting from
$12/month
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).

Zoho CRM Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Email Integration
  • Mobile Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

  • Electronic Payments

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

GetApp Analysis

Zoho CRM is a Customer Relationship Management (CRM) solution that works with a business’s existing email. Because Zoho CRM is cloud-based, no setup is required and it can be accessed from anywhere, using computers or mobile devices.

Using Zoho CRM, businesses can generate and track leads, manage tasks, and follow the entire sales pipeline directly in the app. This allows team members to work collaboratively, accessing up-to-date information on each lead.

The Zoho CRM gives an overview of recently created leads, open tasks, and the monthly pipeline by stage.

What is Zoho CRM?

Zoho CRM takes over the administrative work, letting sales teams focus on what they do best: selling. Using provided forms, Zoho CRM users can generate leads from their existing websites and populate their Zoho CRM databases automatically.

Workflows let administrators set up actions to be executed when certain criteria are met. This gives businesses control over how leads are handled.

Using Workflows, administrators can control how leads are handled within Zoho CRM.

Zoho CRM Main Features

Lead Management

In the Leads module, professionals can see a list of leads, along with relevant contact information. These leads can be filtered by All Open Leads, My Leads, Today’s Leads, Converted Leads, Unread Leads, and My Converted Leads.

In addition to manually entering a new lead into Zoho CRM, businesses can import existing leads from an Excel spreadsheet. Leads can be connected to a Lead Owner, who will be listed in the system as the primary team member responsible for that client.

Zoho CRM's lead management module gives businesses a way to easily manage all leads.

Tasks

Tasks appear on the dashboard in a list, showing users items that needs to be attended to immediately. A salesperson can click on the task to go directly to that lead’s section in order to make contact. Once the task is closed, it will no longer appear in the list of open tasks on the dashboard.

Meetings can be scheduled directly within Zoho, along with setting up a notification that will remind the user of the meeting at a designated time. A lead can also be converted into a contact from the task screen.

Items are presented to users as task to ensure they take action of pending items efficiently.

Workflows

Workflows put businesses in charge, letting them automate tasks. Similar to the rules set up in email software, Workflows let users set up an action (i.e. sending an email) and an event that should trigger that action (i.e. a new lead is added to the system).

Tasks can also be automated using Workflows. Each time a new event occurs, Zoho CRM can be set to automatically deploy a new task, assigning it to a specified user. The user can also be sent a notification each time a new task is automatically assigned to him or her.

An email can be set to deploy each time a new lead is added to the Leads module.

Lead Follow-Up

Emails can be generated directly within the Zoho CRM interface. A user merely navigates to the Leads module, checks the box of each lead who will receive the email, and clicks “Send Email.” The user can then choose from a list of previously created templates to send a professional email to a group of leads.

All emails are listed on the dashboard in the Email section. From here, users can respond to emails, schedule meetings, convert the lead to a contact, and more.

Template emails can be sent to multiple leads at once.

Email Integration

Zoho CRM can integrate with a business’s existing email environment, allowing for easy sharing of email information between users within an organization. Using its server information, a business can pull email accounts into Zoho CRM within minutes.

Once email has been integrated, users can access new messages and reply them from directly within Zoho CRM. A list of all emails will be available under each lead’s information.

Emails are accessible through the Emails module of Zoho CRM.

Zoho CRM Integrations

In addition to email integration, Zoho CRM can connect to many apps businesses use each day. Zoho CRM cleanly integrates with Microsoft Outlook, Microsoft Office, PhoneBridge, and QuickBooks.

Zoho CRM for Google Apps take the software beyond simple email integration. Using Zoho’s API, developers can customize Zoho CRM to work as a business requires.

Zoho CRM Pricing

For up to three users, a free plan includes all of the basic features of Zoho CRM, with up to 5,000 records. A standard plan that adds sales forecasting, reporting, and more is available for $12 per user per month, while a plan that includes email integration costs $20 per user per month. An enterprise version for multi-level organizations is available for $35 per user per month.

Zoho CRM Bottom Line

  • Lead generation through a business’s website.
  • Track all activity associated with a specific lead.
  • Email integration allows all communication to be managed in one place.
  • Workflows allow actions to be triggered by specific events.
  • Tasks help businesses ensure tasks are completed.

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: $12/month

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).

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:

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:

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

Q. What level of support does Zoho CRM offer?

Zoho CRM offers the following support options:

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