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.

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

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

Images

Zoho CRM's home screen with fully customizable dashboards.
Zoho CRM's lead management module gives businesses a way to easily manage all leads.
View lead details and perform multiple other actions.
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.
View 8 more
Zoho CRM video
Zoho CRM video
Zoho CRM screenshot: Zoho CRM's home screen with fully customizable dashboards. Zoho CRM screenshot: Zoho CRM's lead management module gives businesses a way to easily manage all leads. Zoho CRM screenshot: View lead details and perform multiple other actions. 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.

Features

Total features of Zoho CRM: 277

  • @mentions
  • A/B Testing
  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Advertising Management
  • Alerts / Escalation
  • Analytics
  • Appointment Management
  • Approval Process Control
  • Auto-Dialer
  • Auto-Responders
  • Automated Sales
  • Automatic Backup
  • Automatic Call Distribution
  • Automatic Lead Distribution
  • Automatic Notifications
  • Avatars
  • Behavior Tracking
  • Billing & Invoicing
  • Budgeting
  • Business Analysis
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Center Management
  • Call Disposition
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Callback Scheduling
  • Caller ID
  • Campaign Analysis
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Categorization
  • Chat
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting
  • Communication Management
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Content Filter
  • Content Library
  • Contract Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Custom Charts
  • Custom Fields
  • Custom Forms
  • Custom Landing Pages
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Storage Management
  • Data Synchronization
  • Data Verification
  • Data Visualization
  • Desktop Notifications
  • Direct Mail Management
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop Interface
  • Duplicate Detection
  • Electronic Payments
  • Email Alerts
  • Email Distribution
  • Email Integration
  • Email Invitations & Reminders
  • Email Marketing Management
  • Email Notifications
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Profile
  • Employee Self Service
  • Engagement Analytics
  • Escalation Management
  • Event Calendar
  • Event Logs
  • Event Management
  • Event Scheduling
  • Event Triggered Actions
  • Expense Tracking
  • Feedback Automation
  • File Management
  • File Transfer
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Forms Management
  • Forum / Discussion Board
  • Gamification
  • Geographic Maps
  • Geolocation
  • Guided Problem Solving
  • Help Desk Integration
  • Historical Analysis
  • History Tracking
  • Human Resource Integration
  • ID Scan
  • IVR / Voice Recognition
  • Image Library
  • Inbox Management
  • Instant Messaging
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Lifecycle Management
  • Mail Merge
  • Mailing List Management
  • Meeting Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Alerts
  • Mobile Integration
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Company
  • Multi-Currency
  • Multi-Department / Project
  • Multi-Language
  • Multimedia Support
  • Multiple Data Sources
  • Multiple User Accounts
  • Opportunity Management
  • Order Approval
  • Order Confirmation
  • Order Management
  • Partial Payments
  • Partner Management
  • Partner Portal
  • Payroll Integration
  • Performance Management
  • Performance Metrics
  • Performance Reports
  • Permission Management
  • Personalized Profiles
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Price Management
  • Prioritizing
  • Product Catalog
  • Product Data Management
  • Progress Reports
  • Progress Tracking
  • Project Management
  • Project Notes
  • Project Templates
  • Project Tracking
  • Proposal Generation
  • Purchase Order Management
  • Push Notifications
  • QuickBooks Integration
  • Quota Management
  • Quote Management
  • ROI Analytics
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real Time Updates
  • Records Management
  • Recurring Billing
  • Recurring Tasks
  • Reminders
  • Remote File Access
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SLA Management
  • SMS Integration
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Integration
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Scheduled Reporting
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Sentiment Analysis
  • Single Sign On
  • Social Advertising
  • Social Media Integration
  • Social Media Metrics
  • Social Network Marketing
  • Speech to Text
  • Spend Analysis
  • Status Reporting
  • Status Tracking
  • Stock Management
  • Subscription Management
  • Succession Planning
  • Summary Reports
  • Survey Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Team Calendars
  • Template Management
  • Territory Management
  • Text to Speech
  • Third Party Integration
  • Timeline Management
  • To-Do List
  • Transaction History
  • Trend Analysis
  • Two-Factor Authentication
  • User Management
  • User Photos
  • Vendor Managed Inventory
  • Vendor Management
  • Video Conferencing
  • Visitor Tracking
  • Visual Analytics
  • Voice Mail
  • Web Analytics
  • Web Forms
  • Web Traffic Reporting
  • Website Integration
  • Whiteboard
  • Widgets
  • Wiki
  • Workflow Management
  • eCommerce Integration
  • iCalendar Support

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Insightly

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TrackerRMS

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Reviews

Overall rating

4.2 /5
(4,598)
Value for Money
4.3/5
Features
4.2/5
Ease of Use
4.1/5
Customer Support
4/5

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 4,598
Shawn B.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

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

A CRM for the Masses

Reviewed on 2020-05-07

Overall, I would strongly recommend ANY business to try it out. Check out the free version and...

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.

B. w. B.
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Great Product

Reviewed on 2021-01-09

I was not excited about switching to a cloud based CRM. I am an old school ACT! user and I didn't...

I was not excited about switching to a cloud based CRM. I am an old school ACT! user and I didn't like the change to the cloud. I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive. They even have a free version!!!

Pros

The price is great. The customer service has always been helpful. It is easy to use.

Cons

I stopped using Zoho for a while and started using a competitor that has some newer features. I am back to Zoho because they now have those features and all the things that the competition didnt

Verified Reviewer
Overall rating
  • Industry: Oil & Energy
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

WORST SUPPORT TEAM

Reviewed on 2017-07-14

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!!

Damian C.
Overall rating
  • Industry: Management Consulting
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

A functional CRM that does the basics and more, well. Fits a business of any size.

Reviewed on 2020-10-22

I think there are some very good functions and features in Zoho CRM. It is easy easy to use and...

I think there are some very good functions and features in Zoho CRM. It is easy easy to use and also has a raft of potential add-ons in the Zoho Suite that can be used at a small cost such as Zoho Sign which is so simple to use along with Zoho Survey. It can be White Labelled which I like.

Pros

It ticks our list as a Cloud-based solution after moving from a system on a shared network drive operation. You receive quite a lot for the price. It is built around the sales funnel/channel and does this well. It gives you all the functionality within the leads or accounts fields to record meetings, interactions, emails, phone calls, emailing directly from Zoho and calling from Soho if using a VOIP system.

It's actually got good 3rd party cross-functionality with 365 or G-Suite, I use the former with excellent Outlook usage.. Chat functions or messages are easy and can be linked to a client or user and sometimes are a better way to record the customer record that on ordinary business email.

I have only needed to contact the support team a few times but each time has been very quick and a swift resolution.

I have used some of the automated marketing features and it is definitely something that I will utilise more with any web info request funnelled to Zoho.

Cons

The UI can look a bit plain for some if you do not know how to customise. Downloading or collating data is not always straight forward. This is also to be said about uploading leads. It is not always clear which part of an upload has failed. However, when the upload does work it is a great time saver.

The search function is not that intuitive; I found sometimes unless you type in an exact match it does not return anything.

Faruk A.
Overall rating
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

It delivers what's promised

Reviewed on 2020-10-09

It is good. You get what you pay. I like the software and it is easy to use. I think it makes sense...

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.

Showing 5 reviews of 4,598 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$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).

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

Zoho CRM has the following typical customers:

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

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

Zoho CRM supports the following devices:

Android, iPhone, iPad

Zoho CRM integrates with the following applications:

ActiveCampaign, Adobe Sign, ClickDesk, HelpOnClick, Nimble, SeamlessGov, TeamSupport, Zoho Books, Zoho Invoice, Zoho Recruit

Zoho CRM offers the following support options:

Forum, Video Tutorials, Phone Support, Online Support, FAQs, Knowledge Base

Related categories

See all software categories found for Zoho CRM.