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:

US$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

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Markets

United Arab Emirates, Australia, Bahrain, Brazil, Canada, China, Colombia, Germany, Egypt, Spain, France, United Kingdom, India, Italy, Japan, Mexico, Nigeria, Netherlands, New Zealand, Singapore, United States, South Africa

Supported Languages

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

Pricing starting from:

US$20.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

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
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Zoho CRM video
Zoho CRM video
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: 207

  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling Software
  • Asset Lifecycle Management
  • Automated Routing
  • Behavior Tracking
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Planning
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management Software
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Community Management
  • Configurable Workflow
  • Contact Database
  • Contact Management Software
  • Content Delivery
  • Content Library
  • Content Management System (CMS) Software
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement Software
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support Software
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard Creation
  • Dashboard Software
  • Data Import/Export
  • Data Synchronization
  • Data Visualization Software
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Email Alerts
  • Email Distribution
  • Email Management Software
  • Email Marketing Software
  • Email Response Control
  • Email Templates
  • Email Tracking Software
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Field Sales Management
  • For AEC Industry
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Sales Teams/Organizations
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification Software
  • Goal Management
  • Graphical Data Presentation
  • Help Desk Management
  • Incentive Management
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Capture Software
  • Lead Distribution
  • Lead Generation Software
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Segmentation
  • Live Chat Software
  • Loyalty Program
  • Marketing Automation Software
  • 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 Software
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management Software
  • Project Tracking Software
  • Proposal Generation
  • Proposal Management Software
  • 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
  • Request Escalation
  • Rewards Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling Software
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring Software
  • Social Promotion
  • Source Tracking
  • Statistical Analysis Software
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management Software
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis Software
  • Third Party Integrations
  • Third-Party Integration
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Wiki
  • Workflow Management Software
  • XML / RSS
  • eCommerce Management

Alternatives

Salesforce Sales Cloud

4.4
#1 Alternative to Zoho CRM
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

HubSpot CRM

4.5
#2 Alternative to Zoho CRM
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Pipedrive

4.5
#3 Alternative to Zoho CRM
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

Dynamics 365

4.3
#4 Alternative to Zoho CRM
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is...

Reviews

Overall rating

4.3 /5
(5,784)
Value for Money
4.3/5
Features
4.2/5
Ease of Use
4.1/5
Customer Support Software
4.0/5

Already have Zoho CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 5,784
Siokas
Overall rating
  • Industry: Research
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Resourcful CRM tool for entrepreneurship

Reviewed on 2022-07-04

Great expirience and It is a good tool to consider for resource management.

Great expirience and It is a good tool to consider for resource management.

Pros

The ability of the tool to integrate multiple resourcesful tools that enchange productivity and collaboration.

Cons

The tool works best with tools and programs from Zoho, which creates some times compatability problems.

Alternatives Considered

MindMeister, MeisterTask, Harvest, monday.com, Clockify and DeskTime

Reasons for Switching to Zoho CRM

It is a complete suite of services and at the start of the team it is a greate tool.
Balaji
Overall rating
  • Industry: Biotechnology
  • Company size: 5,001-10,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

A smart tool to mange your CRM data

Reviewed on 2022-07-25

Its a great tool, initially we are much favor of using this platform, but over a period of time, we...

Its a great tool, initially we are much favor of using this platform, but over a period of time, we are not able to work with out Zoho tool. We were dependent on multiple tools to manage our data and the Zoho platform has come as a great support.

Pros

The new analytics feature is one of the great option which helps us to visualize the details in a pictorial format like graphs, chart etc. The huge number of customized filed allowed by the platform make us agile in presenting and managing the data. Predefined reports is a plus and it reduce the TAT of creating everything from the scratch.

Cons

For some reason, I am not a great fan of new reports creation flow. The old ways of creating the reports has 2 columns and we can chose what we need and what we don't. Now also we have the same concept but in a parent and child flow. May be we are used to the old workflow and it might take for us to get used to the new reports.

Alternatives Considered

Bitrix24

Reasons for Choosing Zoho CRM

When we were using sugar CEM we don't have much features which we get from Zoho.

Switched From

SugarCRM

Reasons for Switching to Zoho CRM

Initially it was free to use, so we chose to go with Zoho CRM
Jeff
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 0.0 /10

Buy something else

Reviewed on 2022-07-09

We are tired of stuff breaking and having to troubleshoot on our own. We are actively looking for...

We are tired of stuff breaking and having to troubleshoot on our own. We are actively looking for a replacement.

Pros

price is the only pro with zoho CRM at this point, but you get what you pay for, not much!

Cons

Support is terrible, product has too many bugs and it seems like it was developed by technical people with no real Business knowledge. They are constantly adding more modules and this make other stuff break. instead of working on new modules they should make the CRM better and bug free. A lot of stuff does not make sense, We use CRM, Desk and campaigns daily and they are NOT as seamless integrated as they should be. zoho mail is useless so we continue to use outlook to manually send emails rather then sending emails from CRM. If a contact opts out of marketing emails (newsletters etc) then you can't email them directly from the CRM. BIG flaw, just one among many many flaws in the software.

Ephraim
Overall rating
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Zoho CRM Review for Real Estate

Reviewed on 2022-05-05

I have been using Zoho CRM for four years now, and it has been a rewarding journey. We seen our...

I have been using Zoho CRM for four years now, and it has been a rewarding journey. We seen our sales increase, customer satisfaction is at a high and we are able to measure employee performance which is used for informed interventions.

Pros

In my view, Zoho CRM is the most effective and flexible CRM I have used yet, considering that I use it at work and in my own business. As an Agent working in a mid-sized agency, it was easy for us to set it up for our agency because Zoho also provides a how-to guide. The features we have set up include but are not limited to:

Automating email campaigns for new and existing leads and maintaining relationships with our long-time clients for repeat business.

We are able to integrate WordPress Forms (Elementor API through Zoho Flow), Facebook, Twitter, LinkedIn and Google My Business using Zoho Social.

Managing Leads and Clients and setting automated reminders when a contact has not been touched for a certain period. Allow being able to view and track a contact's activities on the timeline.

Not forgetting the overall collaborative ability to centrally manage all contacts as a team. Making sure that all potential business can be attended to if a colleague is not available for one reason or another.

Cons

As much as I love Zoho CRM, these are its limitations and areas of improvement:

Zoho CRM needs to provide options on Graphic User Interfaces. As a visual person, that is really important, and I might not be alone. You are not even able to change the fonts.

A user is not able to convert a client back to leads, unless they recapture the contact as a lead, export multiple clients and import them leads or write and run a Deluge script. This feature must come standard.

Zoho CRM is a powerful app if you lack intent you will find yourself overwhelmed and unable to set it up for your business.

Alternatives Considered

Odoo and HubSpot CRM

Reasons for Choosing Zoho CRM

AppTivo lacked flexibility and features I considered critical.

Switched From

Apptivo

Reasons for Switching to Zoho CRM

Flexibility and cost.
Mohammed
Overall rating
  • Industry: Automotive
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

What I love about Zoho? It's really easy to use and very helpful software for business holder

Reviewed on 2022-07-15

Zoho help us alots to keep all our account data and customer information. It's quite easy to use. I...

Zoho help us alots to keep all our account data and customer information. It's quite easy to use. I love there feature and there reporting system mostly.

Pros

I love Zoho CRM . I am using there apps since last 2 years. Simple to use and keep all data. Most important thing we can create filtered report from Zoho CRM. Another important thing is we can create products coasting system which is really useful to know that how much we expensed on this product and how much we get

Cons

I would say everything is fine but yes they can follow other software to improve more and add other facilities. Such as adding payroll in there Accounting system so people who is looking for payroll system then can use accounting system together.

Showing 5 reviews of 5,784 Read all reviews

Zoho CRM FAQs

Below are some frequently asked questions for Zoho CRM.

Zoho CRM offers the following pricing plans:

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).

Zoho CRM has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Zoho CRM supports the following languages:

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

Zoho CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Zoho CRM integrates with the following applications:

ActiveCampaign, Adobe Acrobat Sign, Amity, Aura Call Center Elite, Bedrock Data, Box, BurstSMS, 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, Leadfeeder, 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, Xero, Zapier, Zendesk, Zoho Analytics, Zoho Assist, 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 Subscriptions, Zoho Survey, Zoho Writer, iQuoteXpress, mailparser.io

Zoho CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Zoho CRM.