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
Pricing starting from:
US$20.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Zoho CRM: 202
Alternatives
Salesforce B2B Commerce
Basecamp
Vtiger CRM
HubSpot Sales Hub
Reviews
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Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Health, Wellness & Fitness
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
Customizable
Reviewed on 30/10/2023
It was okay. Just didn’t fit do our company.
It was okay. Just didn’t fit do our company.
Pros
I liked how easy it was to import all our data from excel when we merged over
Cons
I did not like how it creates duplicates. I also didn’t like the dashboard set up
Alternatives Considered
HubSpot Marketing HubReasons for Choosing Zoho CRM
We wanted to be able to do reporting easierSwitched From
Google SheetsReasons for Switching to Zoho CRM
It seemed like a better option due to it being customizable
- Industry: Biotechnology
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Try something else.
Reviewed on 4/10/2023
We implemented Zoho in August, and in September ran into an issue where we needed to change the...
We implemented Zoho in August, and in September ran into an issue where we needed to change the Super Admin user. It has so far taken three lists of requests, two meetings, and multiple email exchanges with no end in sight. Go elsewhere.
Pros
Ease of use of the trial period. We extended a few times to get more clarification that it was what we wanted to use.
Cons
Once we purchased, the customer service and support has been horrible.
- Industry: Construction
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Zoho CRM
Reviewed on 7/9/2023
We are still in the process of setting it up. It is taking awhile to get all the functionality set...
We are still in the process of setting it up. It is taking awhile to get all the functionality set up for our needs.
Pros
It is very robust with a lot of options. We are able to customize the modules within CRM to accommodate our business needs. We are also able to integrate it relatively easily with other software.
Cons
There could be better training from Zoho on what it can do and how to set it up. It seemed to be once you buy it, you are on your own to implement it.
Alternatives Considered
ProcoreReasons for Choosing Zoho CRM
We needed something more robust than Giddyup as we moved into larger-scale construction.Reasons for Switching to Zoho CRM
Zoho has more of a CRM than Procore.- Industry: Consumer Services
- Company size: 11–50 Employees
- Used Weekly for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
My Zoho CRM review
Reviewed on 4/11/2023
I have a great and memorable with Zoho, and I believe this is just a start for us as a business...
I have a great and memorable with Zoho, and I believe this is just a start for us as a business partner
Pros
Zoho CRM offers a free plan for us which occupies upto 10 users, and its paid plans are very competitive too, compared to other platforms and they also have a user-friendly interface that is easy to learn and navigate.
Cons
I just hope Zoho can improve on the Reporting features, as this is a very helpful feature for our business.
Alternatives Considered
Dynamics 365Reasons for Switching to Zoho CRM
I believe for a small business like us, Zoho is more cheaper and affordable than Dynamic 365- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Zoho CRM review
Reviewed on 30/11/2023
Zoho has helped me keep up with my sales pipeline.
Zoho has helped me keep up with my sales pipeline.
Pros
It was easy to use and easy to navigate.
Cons
It has limited functions in the free version and it was difficult to get phone support
Alternatives Considered
HubSpot CRMReasons for Switching to Zoho CRM
It was easier to use and did not cost as much.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: 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).
Q. Who are the typical users of Zoho CRM?
Zoho CRM has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Zoho CRM support?
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, Traditional Chinese, Turkish, Vietnamese
Q. Does Zoho CRM support mobile devices?
Zoho CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Zoho CRM integrate with?
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
Q. What level of support does Zoho CRM offer?
Zoho CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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