Name: Zoho CRM
Rating: 4.306664642477608 (6587 reviews)

Zoho CRM

4.3 (6,587)

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

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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:

USD 20.00/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-premises

Markets

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

Supported Languages

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

Pricing starting from:

USD 20.00/month

Free Version
Free Trial
Subscription

Images

View 8 more

Zoho CRM Software - In-built Analytics tool to gain deal, sales and performance insights

Zoho CRM Software - Automate routine tasks using workflows

Zoho CRM Software - Design CRM layout with Canvas

Zoho CRM Software - Connect with customers through multiple channels from within the platform

Zoho CRM Software - Predict sales and detect anomalies

Zoho CRM Software - Scan and convert business cards into CRM contacts

Features

Total features of Zoho CRM: 202

AB 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 Control

Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Management
Campaign Analytics
Campaign Management

Campaign Planning
Campaign Segmentation
Cataloguing/Categorisation
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 Delivery
Content Library
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Activity Tracking
Customer Database

Customer Engagement
Customer Experience Management
Customer History
Customer Segmentation
Customer Social Profiles
Customer Support
Customer Surveys
Customisable Branding

Customisable CTAs
Customisable Forms
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export

Data Synchronization
Data Visualization
Document Management
Document Storage
Donor Management
Drag & Drop
Drip Campaigns
Email Alerts

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
For AEC Industry
For Financial Institutions
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

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 Segmentation
Live Chat
Loyalty Program
Marketing Automation

Marketing Calendar
Meeting Management
Mobile Access
Mobile Alerts
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
Prioritization
Product Catalog
Progress Tracking
Project Management

Project Tracking
Proposal Generation
Proposal Management
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
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 Integrations
Third-Party Integration
Training Management
Transaction History
Trend Analysis
User Management

Visual Analytics
Warranty Tracking
Web Forms
Web-based Deployment
Website Integration
Website Visitor Tracking
Widgets
Wiki

Workflow Management
eCommerce Management

Alternatives

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4.7

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Basecamp

4.3

#2 Alternative to Zoho CRM

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Vtiger CRM

4.3

#3 Alternative to Zoho CRM

Vtiger works with over 100,000 businesses helping them deliver outstanding customer experiences by breaking barriers...

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HubSpot Sales Hub

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#4 Alternative to Zoho CRM

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Reviews

Overall rating

4.3 /5

(6,587)

Value for Money

4.3/5

Features

4.3/5

Ease of Use

4.1/5

Customer Support

4.1/5

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Showing 5 reviews of 6,587 Read all reviews

Showing 5 reviews of 6,587

Nyambura

Overall rating

Industry: Real Estate
Company size: 51–200 Employees
Used Daily for 2+ years
Review Source

Overall rating

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

Powerful, intuitive and customizable CRM solution

Reviewed on 07/11/2023

I have had a bliss with Zoho CRM. As a social media marketer I greatly use it for automation of...

I have had a bliss with Zoho CRM. As a social media marketer I greatly use it for automation of marketting efforts such as following up with leads which allows me to close more deals. Also I get a lot of insights from sale pipelines which then help me report to my seniors and advice them accordingly

Pros

Zoho CRM is an outstanding tool for sales and customer management. ZOHO CRM has a friendly user interface bad many customizable features that mage it soo easy to use for contact management, marketting and social media management which help connect with customers and leads. Also it's integration capabilities are topnotch and it syncs with most of my workspace tools from marketting to document signing tools which has greatly enhanced task execution efficiency

Cons

The pricing plan of Zoho CRM is less favourable. Well, it offers a free trial but Incase you require advanced features there are some cost add ups. Despite experiencing this drawback , I still find the benefits and how well it suits my needs outweighing it.

Adeena

Overall rating

Industry: Health, Wellness & Fitness
Company size: 51–200 Employees
Used Daily for 1-5 months
Review Source

Overall rating

Value for Money
Ease of Use
Customer Support
Likelihood to recommend 4.0 /10

Customizable

Reviewed on 30/10/2023

It was okay. Just didn’t fit do our company.

Pros

I liked how easy it was to import all our data from excel when we merged over

Cons

I did not like how it creates duplicates. I also didn’t like the dashboard set up

Alternatives Considered

HubSpot Marketing Hub

Reasons for Choosing Zoho CRM

We wanted to be able to do reporting easier

Switched From

Google Sheets

Reasons for Switching to Zoho CRM

It seemed like a better option due to it being customizable

Michelleanne

Overall rating

Industry: Biotechnology
Company size: 11–50 Employees
Used Daily for 1-5 months
Review Source

Overall rating

Value for Money
Ease of Use
Customer Support
Likelihood to recommend 1.0 /10

Try something else.

Reviewed on 04/10/2023

We implemented Zoho in August, and in September ran into an issue where we needed to change the...

We implemented Zoho in August, and in September ran into an issue where we needed to change the Super Admin user. It has so far taken three lists of requests, two meetings, and multiple email exchanges with no end in sight. Go elsewhere.

Pros

Ease of use of the trial period. We extended a few times to get more clarification that it was what we wanted to use.

Cons

Once we purchased, the customer service and support has been horrible.

David

Overall rating

Industry: Construction
Company size: 51–200 Employees
Used Daily for 6-12 months
Review Source

Overall rating

Value for Money
Ease of Use
Customer Support
Likelihood to recommend 6.0 /10

Zoho CRM

Reviewed on 07/09/2023

We are still in the process of setting it up. It is taking awhile to get all the functionality set...

We are still in the process of setting it up. It is taking awhile to get all the functionality set up for our needs.

Pros

It is very robust with a lot of options. We are able to customize the modules within CRM to accommodate our business needs. We are also able to integrate it relatively easily with other software.

Cons

There could be better training from Zoho on what it can do and how to set it up. It seemed to be once you buy it, you are on your own to implement it.

Alternatives Considered

Procore

Reasons for Choosing Zoho CRM

We needed something more robust than Giddyup as we moved into larger-scale construction.

Reasons for Switching to Zoho CRM

Zoho has more of a CRM than Procore.

Michelle

Overall rating

Industry: Consumer Services
Company size: 11–50 Employees
Used Weekly for 1+ year
Review Source

Overall rating

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

My Zoho CRM review

Reviewed on 04/11/2023

I have a great and memorable with Zoho, and I believe this is just a start for us as a business...

I have a great and memorable with Zoho, and I believe this is just a start for us as a business partner

Pros

Zoho CRM offers a free plan for us which occupies upto 10 users, and its paid plans are very competitive too, compared to other platforms and they also have a user-friendly interface that is easy to learn and navigate.

Cons

I just hope Zoho can improve on the Reporting features, as this is a very helpful feature for our business.

Alternatives Considered

Dynamics 365

Reasons for Switching to Zoho CRM

I believe for a small business like us, Zoho is more cheaper and affordable than Dynamic 365

Showing 5 reviews of 6,587 Read all reviews

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: USD 20.00/month
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

Related categories

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