Zoho CRM

Zoho CRM

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

4.2/5 (4070 reviews)

Zoho CRM Overview

What is Zoho CRM?

Zoho CRM is an omnichannel cloud-based management platform that helps you take control of your business processes to build lasting customer relationships. It can be customized to suit industries of all types and sizes. Integrate Zoho CRM with over 40 apps from Zoho and extend its capacity with more than 300 third-part app extensions, including G Suite, Office 365 and other popular apps.

An Intelligent CRM With an AI-Powered Sales Assistant :
Zia is an AI-powered sales assistant for Zoho CRM. She helps individual reps and sales teams detect anomalies in the sales process before they occur, suggests the best time to contact a prospect, and even studies their sales patterns. A powerful CRM with some intelligence is what most companies want.

The Industry's Best Omnichannel CRM :
Close deals and build lasting customer relationships anytime, anywhere. From phone, to live chat, to email, to social media, communicate and connect to give customers a better experience.

Powerful Analytics That Paint a Picture :
When you use different apps to store your data, it's vital that they can talk to one another. If they don't communicate, your data winds up in silos, and it's virtually impossible to get a complete view of your business. With Advanced CRM Analytics powered by Zoho Reports, integrate your data and gain better insights. 

A Scalable CRM With Advanced Customization Options :
When it comes to a CRM solution, one size doesn't fit all businesses. That's why Zoho CRM lets you easily customize the interface to meet the particular requirements of your organization.

Zoho CRM Overview

Pricing

Starting from
$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
Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America
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

Screenshots

Zoho CRM screenshot: Zoho CRM's home screen with fully customizable dashboards.
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.

Zoho CRM Reviews

Zoho CRM Reviews

Overall rating
4.2
/
5
Excellent
1886

Very good
1435

Average
560

Poor
133

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.


Gwen E.

Customizable CRM Offers Great Flexibility

Transitioning into a new CRM always is a huge change and undertaking across the board. We have only really experienced positive changes that have pushed us for better and more time efficient performances. Being able to transition was smooth and successful and we are able to bring all departments on board on the use of this.


Verified Reviewer

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

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.


Guillaume P.

Great CRM as part of Zoho One

Our company needed a set of software to run our startup business. We wanted something more than just a storage or email solution. Of course, we also needed a CRM. After having used a number of CRM over the years, I wanted something that was simple but configurable and also that could also help us for the occasional marketing email.
Thanks to Zoho CRM, we can keep track of our deals and contact, ensure that nothing falls between the cracks. Did I mention the automatic email tracking ?


David M.

Zoho Desk - Ticketing Support

We receive more than 10 tickets per day from our users, regarding support IT requests, Zoho desk has been the solution in order to have just junt software to manage all that requirements in just one place and avoid to lose that urgent requeriments in the email inbox.


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

A CRM for the Masses

Used Monthly for 2+ years
Reviewed on 5/7/2020
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

Gwen E.
Industry: Marketing & Advertising
Company size: 51-200 Employees

Customizable CRM Offers Great Flexibility

Used Daily for 1+ year
Reviewed on 2/24/2020
Review Source: Capterra

Transitioning into a new CRM always is a huge change and undertaking across the board. We have only really experienced positive changes that have pushed us for better and more time efficient performances. Being able to transition was smooth and successful and we are able to bring all departments on board on the use of this.

Pros

This CRM offers customizable automations to really streamline your work experience. We use this to assign and set tasks for clients plus review employee performance. We have been able to completely eliminate Google Docs and move over to politely Zoho to track and record stats. Being able to personalize your home screen is a major plus. Our Sales Team has also been able to be fully integrated onto the platform and can set up leads in the system. The transfer over to this CRM has been much easier than it would be on most platforms and our team members have are soon going to be utilizing email functions through this, as well. I’ve loves the overall experience of learning this platform and discovering how truly time saving it has been for everyone across the board! I would highly encourage the use of this CRM across almost all business platforms due to its customizable options!

Cons

We would love to seethe option for color coding and the use of all emojis across the system. There is limited use on those and we would like to be able to set tasks with symbols by them or have them tabbed with a color.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Verified Reviewer
Industry: Computer Software
Company size: 51-200 Employees

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

Used Daily for 2+ years
Reviewed on 6/22/2018
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Guillaume P.
Industry: Information Technology & Services
Company size: 2-10 Employees

Great CRM as part of Zoho One

Used Daily for 6-12 months
Reviewed on 2/6/2020
Review Source: Capterra

Our company needed a set of software to run our startup business. We wanted something more than just a storage or email solution. Of course, we also needed a CRM. After having used a number of CRM over the years, I wanted something that was simple but configurable and also that could also help us for the occasional marketing email.
Thanks to Zoho CRM, we can keep track of our deals and contact, ensure that nothing falls between the cracks. Did I mention the automatic email tracking ?

Pros

The email tracking really helps understanding engagement. The ability to send small mass-emails directly from the CRM without having to use a third party email is great for a startup.
We also like the ability to automatically schedule a web meeting from the CRM.

Cons

The interface is a little bit old fashioned. It would be great if the system could be a little more flexible in terms of sales activities that can be recorded.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

David M.
Industry: Information Technology & Services
Company size: 51-200 Employees

Zoho Desk - Ticketing Support

Used Daily for 2+ years
Reviewed on 2/11/2020
Review Source: Capterra

We receive more than 10 tickets per day from our users, regarding support IT requests, Zoho desk has been the solution in order to have just junt software to manage all that requirements in just one place and avoid to lose that urgent requeriments in the email inbox.

Pros

customizable, stability, easy to use day by day

Cons

At the beggining is complicated to understand how to set up, specially if this is the first time you use a ticketing software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
7.9/10
Based on 4,070 user ratings
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Zoho CRM Pricing

Zoho CRM Pricing

Starting from
$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 4,070 user ratings
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Zoho CRM Features

Zoho CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.2/5
Based on 4,070 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

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

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: $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:

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

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