About Zoho CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for urgency and can display relevant statistics or documents when performing searches. Users can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.
Zoho CRM Software - In-built Analytics tool
Zoho CRM Software - Blueprint
Zoho CRM Software - Design CRM layout with Canvas
Zoho CRM Software - Omnichannel communications within the platform
Zoho CRM Software - Predict sales and detect anomalies
Zoho CRM Software - Scan and convert business cards into CRM contacts
Zoho CRM video
Zoho CRM Software - In-built Analytics tool - thumbnail
Zoho CRM Software - Blueprint - thumbnail
Zoho CRM Software - Design CRM layout with Canvas - thumbnail
Zoho CRM Software - Omnichannel communications within the platform - thumbnail
Zoho CRM Software - Predict sales and detect anomalies - thumbnail

Zoho CRM pricing

Zoho CRM has a free version and offers a free trial. Zoho CRM paid version starts at US$20.00/month.

Starting Price:
US$20.00/month See pricing details
Pricing Details:
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). View Pricing Plans
Free Version:
Yes
Free trial:
Yes

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Zoho CRM Reviews

Feature rating

Value for Money
4.3
Functionality
4.2
Ease of Use
4.1
Customer Support
4.0
5 reviews of 5,666 View all reviews
Mehandi I.
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 17/5/2022

Zoho CRM Review

Business problems which we are solving using Zoho CRM are as such:-

1) Having better understanding of data from marketing and sales team.

2) Not every team needs access to CRM which is very good for securing our data and privacy is maintained at high level.

3) Connected different tools such as - Zoho Campaigns ( For email marketing), Zoho Bookings ( for book keeping), Zoho Inventory ( for inventory management), Zoho Bookings ( for booking management) etc. and all the data can be seen inside Zoho CRM, which helps us alot and we dont need to switch to differnet applications

Pros

Most impactful featres of Zoho CRM :-
1) Sales & Marketing teams can use it together to capture leads, convert them to a successful customer.

2) Marketing tools, Sales tools and post sales tools can all be integrated with Zoho CRM, which helps in maintaing data for each customer accurately.

3) We can intgerate Zoho CRM with third party API's or tools by directly writing the code inside the Zoho CRM. We can also connect Zoho CRM with other tools using zapier, integromat aka make, integrately, pabble connect etc

Not all product is easy to use but with little effort I have figured out becausue they have Zoho Academy and the community for each application of zoho is good. Integration with the existing business was quite challenging but being a part of the good team makes it easy for us implement it.

One more recommendation, if Zoho can bring case studies of how different industries are making better use of Zoho, then it will help us understand and expand our business.

Cons

One thing which I would like to get improved in Zoho CRM, is the overall speed at which it refreshes. If this can be improved it will save alot of time and make us more money.

Getting custom coding and Blueprint is a little difficult but everything else is all good. Overall the integration was not tough for us with Zoho CRM.

Alternatives Considered

HubSpot CRM

Reasons for Switching to Zoho CRM

We were looking for a complete business operating system and Hubspot was not the write tool for us, because we have to purchase multiple tools and connect it with Hubspot and that will add exxtra cost. So, we have figured out Zoho One as one of the tools which will fulfill our thirst.
Kelly m B.
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 16/5/2022

Easy to use, monitor leads and manage team assignments

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.

Federico A.
  • Industry: Banking
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
3
Customer Support
3

3
Reviewed on 26/5/2022

Good product for a Small / Medium Bussines

It was a fine experience, added value to the company which upgraded commercial operation from spreadsheets to a CRM which allowed a free version and a free trial.

Pros

Good step up from conventional spreadsheets, shows robust user management capabilities, this product is also very strong in third party integrations. If you are looking to upgrade from spreadsheets, you can try its free version, it is limited but will show you his potential.

Cons

The user interface needs to improve to a more updated and nice UX, customer service takes too long to process and solve support tickets, weak in automation and sync information within other Zoho platforms.

Alternatives Considered

HubSpot Marketing Hub, Less Annoying CRM and Pipedrive

Reasons for Choosing Zoho CRM

The operational activity for the company was growing, and we needed to implement a CRM.

Switched From

Microsoft Excel

Reasons for Switching to Zoho CRM

Zoro CRM presented the possibility to implement successfully an integration with another services and third party applications.
Ephraim M.
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 5/5/2022

Zoho CRM Review for Real Estate

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.
Yehanny O.
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 26/5/2022

One of the best CRM in the market

Pros

I think the most useful features in Zoho is the availability to start with a FREE account, and you'll have all the time to test everything in the first 30 days, and then you can keep using your account with limitations, but for a start up is a great choise because is the only CRM service that I know that offers five (5) FREE email accounts with your custom domain and you can manage up to 5000 Contacts, and I think that's good enough for a starting period.

They have one of the best supports in my opinion, with personalized attention on every case and they will help you even if you don't know anything about what a CRM is you can start with their help.

In other hands, you can integrate your Zoho with Zapier which is a great tool for automating workflows and that will make a great impact in your Lead Generation.

Cons

I didn't see any Cons on Zoho CRM so far, at least for me but if I need to point one is that you can't handle Workflow Automation for testing in an initial phase with the free account when your free trial expired, but I think this won't make any signicant impact on most of the users.

Alternatives Considered

CRM Analytics and HubSpot CRM

Reasons for Switching to Zoho CRM

Because the lowest price per features, and in addition we can have up to 5 email accounts in the free edition, so you can start without any worry in a scalable way

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