Zoho CRM

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

4.2 /5 (4221 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

Cost

Starting from
USD 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 15 others, Dutch, English, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Swedish, Turkish

Media

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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
1967

Very good
1483

Average
579

Poor
136

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.


David L.

Great Experience

Pleasing to work with.


Verified Reviewer

WORST SUPPORT TEAM


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


Verified Reviewer

Good Value-for-money

Overall, I'm happy with Zoho. If you are introducing yourself into the CRM world, Zoho has more than enough features to test it and manage you customer base. Combined with third party marketing software makes it a really good product for a SME.


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

A CRM for the Masses

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

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: Oil & Energy
Company size: 13-50 Employees

WORST SUPPORT TEAM

Used Daily for 2+ years
Reviewed on 14/07/2017
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

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 17/07/2020
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

Verified Reviewer
Industry: Information Technology & Services
Company size: 51-200 Employees

Good Value-for-money

Used Daily for 6-12 months
Reviewed on 27/05/2020
Review Source: GetApp

Overall, I'm happy with Zoho. If you are introducing yourself into the CRM world, Zoho has more than enough features to test it and manage you customer base. Combined with third party marketing software makes it a really good product for a SME.

Pros

It's really easy to use. It has most of the features available on CRMs such as Dynamics CRM. You can easily assign contacts to users as well as associate opportunities to them.

Cons

The marketing add-on (Zoho Campaigns) does not allow to do most of functionalities available on other Marketing softwares. It's email marketing framework is really poor for a professional software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
7.9/10
Based on 4,221 user ratings
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Zoho CRM Pricing

Zoho CRM Pricing

Starting from
USD 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 4,221 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
Customizable Reporting
Customizable 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 4,221 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: USD 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, 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