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

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

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

Supported Languages

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

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: 202

  • A/B Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling Software
  • Asset Lifecycle Management
  • Automated Routing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Automation
  • 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
  • Channel Management Software
  • 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 Software
  • Content Delivery
  • Content Management System (CMS) Software
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement Software
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support Software
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Dashboard Software
  • Data Import/Export
  • Data Synchronization
  • Data Visualization Software
  • Document Management Software
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Email Management Software
  • Email Marketing Software
  • Email Response Control
  • Email Templates
  • Email Tracking Software
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • 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 Software
  • Goal Management
  • Goal Setting/Tracking
  • 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
  • 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 Data
  • Real Time Reporting
  • Real-Time Analytics
  • Real-Time Notifications
  • Real-Time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • 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
  • Self Service Portal
  • 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 Integration
  • Third-Party Integrations
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Workflow Configuration
  • Workflow Management Software
  • eCommerce Management

Alternatives

Salesforce B2B Commerce

4.7
#1 Alternative to Zoho CRM
Salesforce B2B Commerce is a cloud-based platform, which helps retailers, wholesalers, and distributors manage purchase...

Vtiger CRM

4.3
#2 Alternative to Zoho CRM
Vtiger works with over 100,000 businesses helping them deliver outstanding customer experiences by breaking barriers...

HubSpot Sales Hub

4.5
#3 Alternative to Zoho CRM
HubSpot Sales is a suite of inbox-based email tracking & productivity tools with which sales teams can build, automate,...

Salesforce Starter

4.4
#4 Alternative to Zoho CRM
With Salesforce Starter, find more leads to fuel growth.

Reviews

Overall rating

4.3 /5
(6,686)
Value for Money
4.3/5
Features
4.3/5
Ease of Use
4.1/5
Customer Support Software
4.1/5

Already have Zoho CRM?

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

Showing 5 reviews of 6,686
Nabin
Nabin
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 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

Keep your customers engaged with your business

Reviewed on 2021-07-01

With Zoho CRM it is much faster to manage your customers, projects, and communications all in one...

With Zoho CRM it is much faster to manage your customers, projects, and communications all in one reliable platform. Its implementation in our organization has increased our revenue geometrically.

Pros

Zoho CRM offers a feature-rich platform to engage with your customers. You can manage contacts, send mass emails, notifications, manage inventory, implement an AI assistant, and even give your customers a mobile app to stay synced.

Cons

The software can not be self-hosted on your private server.

Alternatives Considered

Odoo and NetSuite

Reasons for Choosing Zoho CRM

Zoho CRM provided smooth data migration and a rich set of features.

Switched From

Odoo

Reasons for Switching to Zoho CRM

Zoho CRM is easy to get started and integrate with existing business processes. Also, they offer a free plan and paid plans starting from just $14 per month.
Kelly M
Kelly M
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ 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

Easy to use, monitor leads and manage team assignments

Reviewed on 2022-05-16

As a less expensive option, this is what I recommend to all of my clients. If you're comfortable...

As a less expensive option, this is what I recommend to all of my clients. If you're comfortable with the platform, it will serve you for the rest of your life. It's been a wonderful experience. You may receive answers quickly and easily by chatting with a member of their chat support team.

Pros

Zoho is a good alternative for clients who don't want to shell out money for Google Workspace. It accomplishes its purpose. My satisfaction with their efforts is based on the fact that they are attempting to make their platform accessible to everyone. Much of it is configurable and we were able to put it up 90% of the way we wanted. It's a breeze to use and keep track of.

Cons

I'd like it if the platform's many sections were made a little easier to configure and understand. In my opinion, they are attempting to mimic Google Workspace, although I am more familiar with Google Workspace's features. I'd love it if I could make my email software look and work just like gmail.

Armando
Overall rating
  • Industry: Law Practice
  • Company size: 51–200 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

Zoho CRM for Marketing Purposes

Reviewed on 2024-02-15

Pros

Having worked with different CRMs across the board, Zoho CRM is by far one of the best options out there, not only it is very user-friendly, but it also has an endless list of features and integrations to make marketing and sales tracking an easier and better job.

Cons

Bulk updates are very limited, being able to only do 100 records at a time for most operations is a bit frustrating and time-consuming. Also, not being able to use certain fields during the creation of workflow rules without having to code a function through Deluge usually delay implementing things that should be more user-friendly.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 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

If you want to keep your sanity, then stay away from ZOHO

Reviewed on 2018-06-22

The benefits this software provides is nothing more than any other CRM available. Keep records of...

The benefits this software provides is nothing more than any other CRM available. Keep records of your accounts, logs of communication, track your sales pipeline, etc. etc.

Pros

The CRM is easy to use. Unlike other CRM products, with Zoho you don't have to be an expert to get started. The interface is clean and easy to use. It doesn't have all the insane features that other products have, but that is what sets Zoho apart because they are trying to keep it simple for small businesses.

Cons

There's too many issues with this product to even begin listing. The application is buggy. I started reporting bugs to their support department but they occupied too much of my time and would remote into my computer and repeat the same steps over and over again, expecting a different result. I gave up on reporting issues. They don't even care to fix them anyways. The support is extremely poor. I'd rather have them offer no support than the support they provide, as you'll get even more frustrated with their support than not even having support at all. We had an "Enterprise Account Manager" which wasn't very responsive. Any unresolved issues with the application he would just send back to the support department (the same support department you'd been previously fighting with for months on petty issues) and then nothing would end up getting done. Based on my conversations with the account manager, I can confidently say that nobody in the organization has any clue what's going on. Nobody in the company has any empowerment to do anything, everybody acts like pre-programmed robots. There is a horrible communication gap between departments, nobody is on the same page, everybody just passes the buck thinking somebody else will take care of the issue. You can tell there is a pretty bad work ethic and culture. You'll get the run around and end up getting exhausted and give up. You end up having a second job just trying to deal with Zoho. It's quite simple, STAY AWAY.

IRFANUDEEN
IRFANUDEEN
Overall rating
  • Industry: E-Learning
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Optimal Sales Hygiene: A Recommended CRM Routine

Reviewed on 2024-01-20

I really give 4 out of 5 stars for Zoho CRM from my personal experience. Every lead management...

I really give 4 out of 5 stars for Zoho CRM from my personal experience. Every lead management stages, lead stage insights, and lead details column are sufficient enough to do the best lead management.

Pros

Zoho CRM offers high customization and comprehensive feature, it works as a best full-featured CRM tool for Sales and Marketing team.

Cons

Nothing to list as a dislike about Zoho CRM, every features are best in it. I can say the price should be little more competitive than other CRM tools.

Showing 5 reviews of 6,686 Read all reviews

Zoho CRM FAQs

Below are some frequently asked questions for Zoho CRM.

Zoho CRM offers the following pricing plans:

  • Starting from: US$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).

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, 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, Turkish, Vietnamese, traditional Chinese

Zoho CRM supports the following devices:

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

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

Zoho CRM offers the following support options:

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

Related categories

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