Zoho CRM

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

4,2 /5 (4408 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
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish and 22 others, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Taiwanese, Thai, Turkish, Ukrainian

Media

Zoho CRM's home screen with fully customizable dashboards.
View lead details and perform multiple other actions.
Zoho CRM's lead management module gives businesses a way to easily manage all leads.
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's dashboard view provides analytical insights that gives you a detailed overview of all the important data.
Visualize the sales pipeline, know your deal stage and estimate your future revenues.
Unified Setup allows you to personalize Zoho CRM to your business specific needs.
Zoho CRM video Zoho CRM video Zoho CRM screenshot: Zoho CRM's home screen with fully customizable dashboards. Zoho CRM screenshot: View lead details and perform multiple other actions. Zoho CRM screenshot: Zoho CRM's lead management module gives businesses a way to easily manage all leads. 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
2079

Very good
1529

Average
601

Poor
139

Terrible
60

Value for Money
4,2
Features
4,2
Ease of Use
4,1
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.


Faruk A.

It delivers what's promised

It is good. You get what you pay. I like the software and it is easy to use. I think it makes sense having a CRM consultant before setting it up at the beginning to make sure that you don't need to migrate things, and also it may help you optimise your costs.


Verified Reviewer

WORST SUPPORT TEAM


Verified Reviewer

My Favorite Email Service

If you are just starting out with a business or company and you want to make your business sound more professional, you really need Zoho. I had a great experience,even signing up with multiple email addresses. Now I just have the one email address and have a professional email completely for free. However if you want to have more flexibility, you may need to consider the paid plan. There are really not many cons when it comes to Zoho.


Ludovic M.

An outstanding Platform, backed up by an entire Business OS

I discovered Zoho CRM in 2012 thanks to a very passionate Marketing teacher. Since then, I implemented it, along with Hubspot and ActiveCampaign, in more than 10 startups and SMBs, as a freelancer. Even though I always secreen for better solutions and CRMs, or more relevant in certain contexts, more than 80% of the time Zoho is my recommendation to clients. Very interested in witnessing the development of Zoho in Europe, as the expansion strategy is still quite young


Shawn B.
Industry: Information Technology & Services
Company size: 11-50 Employees

A CRM for the Masses

Used Monthly for 2+ years
Reviewed on 2020/05/07
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

Faruk A.
Industry: Computer Software
Company size: 2-10 Employees

It delivers what's promised

Used Daily for 2+ years
Reviewed on 2020/10/09
Review Source: Capterra

It is good. You get what you pay. I like the software and it is easy to use. I think it makes sense having a CRM consultant before setting it up at the beginning to make sure that you don't need to migrate things, and also it may help you optimise your costs.

Pros

I've used Zoho CRM for almost 5 years and I've witnessed its evolutions during those years. I think it is an overall good tool for small to mid sized companies. I enjoyed the flawless marketing automation feature, especially when a new lead comes in from a web form, it immediately adds it to the CRM. The system can recognise the lead if there was a past interaction. Once the lead is in the system, you can enrich the data by populating all the data fields and you can customise new data fields according to your needs. I find it pretty easy to arrange for all departments in the company. I mostly used it as a part of my daily tasks at sales team. I was able to manage my leads and track the progress. We didn't really use it for any campaigning but mostly as an overall CRM. The reporting section is pretty good and I enjoyed the customisation. It actually offers more than average needs of a salesperson. Recently, they made new integrations and also adjusted the performance - in the early times, it was a bit slow but they fixed it.

Cons

Zoho CRM seems to be a mid-segment tool when it comes to pricing at first sight. However, if you want to expand the tool with more features/add-on, you may need to pay additionally for them. It increases the cost. At the end of the day, for a large company, it might be as pricey as enterprise CRM solutions. You need to make sure about your needs before you set it up for your organisation to make sure the cost meets with your expectations. The UI can be improved and be more user friendly.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Verified Reviewer
Industry: Oil & Energy
Company size: 11-50 Employees

WORST SUPPORT TEAM

Used Daily for 2+ years
Reviewed on 2017/07/14
Review Source: GetApp

Pros

Product is somewhat OK if you're starting with the CRM but they are slow in adapting to new technologies. They are still learning and is a good tool if you're a nut bolt retailer.

Cons

Their support team is a bunch of absolute pathetic people. Clueless nincompoops who have no training, empathy or understanding of how customer support works!

When you call ANY support line for any cloud service, they first tell you their name, ask yours, and request details on the issue and provide you with a case reference.

NOT WITH ZOHOCRM SUPPORT CLOWNS.

They talk to you on the phone and DO NOT PROVIDE a support ticket number. Even if you ask them they fail to provide a support request number. Next, if you call them about the same issue, the same nincompoop would ask you for a ticket number which he previously didn't provide!!!

As a result, you waste time, explaining them again and again repeating the same thing to a useless clown who couldn't care less about the customer's issue and has absolutely no empathy. Their work ethic and attitude are probably worse than those working in the oldest profession.

Here’s what their support reps should have done, but they NEVER do all this. All of this is Customer Support 101:
a. Announce their name! When you ask the customer their user ID and name, why can’t you introduce yourselves too?? By default? What’s there to hide?? Why wait for the customer to ask? Even a domestic call center in India does this!
b. Take a call back number to call back in case the call gets disconnected!
c. If you can’t call back drop a 1 line email with the case reference number so at least the customer has a chance to pick up from where he left off!

WHAT A BUNCH OF LOSERS.
A rather crude bunch with absolute zero respect for paying customers. They fail to realize that they're employed because of paying customers!

I have posted an audio recording of their unprofessional attitude on a support call, on YouTube. Just look for it and have a listen yourself, so you know what can be expected.

ZOHO MANAGEMENT - Get your support clowns to signup for free trials of other cloud bases SAAS products and raise support requests so they can experience and may learn how to provide customer support!!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Verified Reviewer
Industry: Education Management
Company size: Self Employed

My Favorite Email Service

Used Daily for 6-12 months
Reviewed on 2020/08/06
Review Source: Capterra

If you are just starting out with a business or company and you want to make your business sound more professional, you really need Zoho. I had a great experience,even signing up with multiple email addresses. Now I just have the one email address and have a professional email completely for free. However if you want to have more flexibility, you may need to consider the paid plan. There are really not many cons when it comes to Zoho.

Pros

This is a free or very cheap email service depending on the plan you choose. I like this because my business is just starting out and I want to save as much as possible. Zoho is a great resource because it has all the functions I need. It integrates with my website, sends and receives emails and is fairly easy to use. It also comes with a calendar and a place to store notes and bookmarks.

Cons

I am on the free version, which means that I can only access it on my computer device. The paid plan is really inexpensive and something worth investing in if you want to answer emails in a more timely manner. It may take a bit of time to get used to the interface if you've never used it before or you are switching from another email service.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Ludovic M.
Industry: Marketing & Advertising
Company size: Self Employed

An outstanding Platform, backed up by an entire Business OS

Used Weekly for 2+ years
Reviewed on 2020/07/17
Review Source: Capterra

I discovered Zoho CRM in 2012 thanks to a very passionate Marketing teacher. Since then, I implemented it, along with Hubspot and ActiveCampaign, in more than 10 startups and SMBs, as a freelancer. Even though I always secreen for better solutions and CRMs, or more relevant in certain contexts, more than 80% of the time Zoho is my recommendation to clients. Very interested in witnessing the development of Zoho in Europe, as the expansion strategy is still quite young

Pros

Zoho CRM itself is easily customizable, very flexible and easy to use. With One, all data is connected with other business apps, making it convenient and up to date all the time, thus very powerful. Priceless in all data analysis and marketing automation projects.

Cons

The basic user interface, if not customized, is a bit grey. They are making improvements, and it's easily customizable, but it's an important feature for users so be sure to plan adding a Canvas or pimping your UX a bit

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
7,9/10
Based on 4 408 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 4 408 user ratings
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Zoho CRM Features

Zoho CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4,2/5
Based on 4 408 user ratings
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Categories

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:

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

Q. What languages does Zoho CRM support?

Zoho CRM supports the following languages:

Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Taiwanese, Thai, Turkish, Ukrainian

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