Zoho CRM

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

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$14.00/month

  • Free Trial
  • Free Version
  • 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

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

Supported Languages

Arabic, Chinese, Czech, Danish, Dutch and 15 others, English, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Swedish, Traditional Chinese, Turkish

Pricing starting from:

US$14.00/month

  • Free Trial
  • Free Version
  • Subscription

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: 326

  • @mentions
  • A/B Testing
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Advertising Management
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Asset Management
  • Auto-Dialer
  • Auto-Responders
  • Automatic Backup
  • Automatic Call Distribution
  • Automatic Lead Distribution
  • Avatars
  • Behaviour Tracking
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Centre Management
  • Call Disposition
  • Call Management
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Callback Scheduling
  • Caller ID
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Cataloguing/Categorisation
  • Categorisation/Grouping
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting / Notes
  • Communication Management
  • Community Management
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Rate Optimisation
  • Conversion Tracking
  • Correlation Analysis
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customisable Branding
  • Customisable CTAs
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Storage Management
  • Data Synchronisation
  • Data Verification
  • Data Visualisation
  • Desktop Notifications
  • Direct Mail Management
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Drip Campaigns
  • Duplicate Detection
  • Electronic Payments
  • Email Alerts
  • Email Distribution
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Profiles
  • Employee Self Service
  • Engagement Analytics
  • Event Calendar
  • Event Logs
  • Event Management
  • Event Scheduling
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Feedback Management
  • Field Sales Management
  • File Management
  • File Transfer
  • Filtering
  • For AEC Industry
  • For Sales Teams/Organizations
  • Forecasting
  • Forms Management
  • Forum / Discussion Board
  • Gamification
  • Geographic Maps
  • Geolocation
  • Goal Management
  • Graphical Data Presentation
  • Guided Problem Solving
  • HR Management
  • Help Desk Management
  • Historical Reporting
  • Historical Trend Analysis
  • ID Scanning
  • IVR / Voice Recognition
  • Image Library
  • Inbox Management
  • Interaction Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Knowledge Management
  • Labeling
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Lifecycle Management
  • List Management
  • Live Chat
  • Mail Merge
  • Mailing List Management
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Language
  • Multimedia Support
  • Multiple Data Sources
  • Multiple User Accounts
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Order Management
  • Order Processing
  • Partial Payments
  • Partner Management
  • Partner Portal
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Personalisation
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Price / Margin Management
  • Prioritisation
  • Product Catalogue
  • Product Data Management
  • Progress Reports
  • Progress Tracking
  • Project Management
  • Project Templates
  • Project Tracking
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Push Notifications
  • QuickBooks Integration
  • Quota Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Records Management
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Role-Based Permissions
  • Rules-Based Workflow
  • SMS Messaging
  • SSL Security
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Management
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled / Automated Reports
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Service Level Agreement (SLA) Management
  • Single Sign On
  • Social Advertising
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Speech-to-Text Analysis
  • Spend Analysis
  • Statistical Analysis
  • Status Tracking
  • Stock Management
  • Subscription Management
  • Succession Planning
  • Summary Reports
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Team Calendars
  • Template Management
  • Territory Management
  • Text Analysis
  • Text to Speech
  • Third Party Integrations
  • Timeline Management
  • To-Do List
  • Training Management
  • Transaction History
  • Trend Analysis
  • Two-Factor Authentication
  • User Management
  • User Profiles
  • Vendor Managed Inventory
  • Vendor Management
  • Video Conferencing
  • Visitor Tracking
  • Visual Analytics
  • Voice Mail
  • Warranty Tracking
  • Web Forms
  • Web Traffic Reporting
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Whiteboard
  • Widgets
  • Wiki
  • Workflow Management
  • XML / RSS
  • eCommerce Management
  • iCalendar Support

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Reviews

Overall rating

4.2 /5
(4,784)
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 4,784
Aminuddin B.
Overall rating
  • Industry: Telecommunications
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The best CRM we have use

Reviewed on 29/1/2021

Zoho CRM help us to easily managing our customer support and interaction with customer. It is so...

Zoho CRM help us to easily managing our customer support and interaction with customer. It is so easy to learn all the features and has help us managing leads coming from the marketing funnel.

Pros

Zoho CRM is cloud based platform, which mean it can be access from any device with internet connection. Managing a customer relationship tools like emails, quick chat, bot chat, sales call, marketing funnel and social media is very possible with Zoho CRM and the tools is well build with no problem to integrate it with third part service.

Cons

The are some bugs and glitches that are still not fixed. Sometimes, i can even login to the platform and keep showing an error for the Captcha. Other than that, the email template that are provided is difficult to edit and not many option to customized it.

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 22/10/2020

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.

Steve N.
Overall rating
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My Zoho CRM personal experience

Reviewed on 13/4/2021

Excellent product that gets the job done great.

Excellent product that gets the job done great.

Pros

Rate of adoption and ease of implementation especially with off-site users.

Cons

The email integration with Zoho mail over third party systems (Microsoft Exchange and Google Gmail).

Jen W.
Overall rating
  • Industry: Management Consulting
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 6.0 /10

You get what you pay for

Reviewed on 9/4/2018

Unlike my other review, I only used Zoho as a user, not as an administrator. I can't comment on...

Unlike my other review, I only used Zoho as a user, not as an administrator. I can't comment on the customer service, as I never had contact with them. I'm aware of the pricing as I shopped them before choosing the CRM my team uses now.

Basically, this is a great free database, accessible by multiple users. It is not a great pipeline tracker. It is not a great system for an efficient data entry process.

Pros

The best thing about Zoho is that it's free for up to a number of users. Great for a small business who doesn't have a budget for CRM yet and needs somewhere to store information and search it later. It can be simple to use. I always look for a system that you can enter a very minimal amount of information into in order to store a lead or prospect. Zoho is definitely capable of that.

I have used this in conjunction with inside and outside sales teams together. It was simple enough for the inside team to look up an account that calls in to see if they've had contact with an outside rep, and vice versa. It's nice that it has a mobile app, though when I stopped using it it was still the least intuitive/useful app I had on my mobile devices.

Cons

I've used other CRMs, and I noticed that using both Zoho and another (Salesforce) it is very common to happen upon duplicate prospects in the system. It seems like the way an account is entered is not as intuitive in detecting that the account already exists. I've used others that will suggest any contact, address, phone number, name or business that already exist in the company's pipeline literally as you're typing them. With Zoho it's more like you look up each data field first on your own to be sure the account doesn't exist before entering it.

That can be pretty tedious for an already tedious job like assisting our reps with data entry. The result is lost notes, because some are on one of the duplicates and some are on the other. I've seen this particular problem cause a lot of lost time and energy for outside reps in particular, who go out to an account not knowing the most up to date information about it.

I also found the other tools to be less useful than in other CRMs. For instance, generating a report on your pipeline and what stage the accounts are in. Other CRMs in a similar price range are easily capable of telling a user how many prospects are in follow up or final stages of the sales process. While using Zoho, I actually tracked my pipeline on my own separately using a spreadsheet. It was easier and more intuitive than the CRM offered. Now, leading a team, I would not use this CRM and this would be a big reason why. I can't imagine trying to track the progress of our leads via a team using this CRM's tools.

Julia S.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Easy to use CRM

Reviewed on 19/1/2021

Their customer service, support desk it good.

Their customer service, support desk it good.

Pros

The ease of use of this cloud-based CRM was great. Not much training required although I can't say we used it to its full potential. It is a great tool to track clients and prospects, keep notes, contracts, etc.

Cons

What I liked least about this software is that you can easily end up with the same accounts listed twice in the system, especially if you have multiple users. Reps also forget to move a prospect to a client.

Showing 5 reviews of 4,784 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$14.00/month
  • Pricing model: Free, 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).

We do not have any information about Zoho CRM features

Zoho CRM has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Zoho CRM supports the following languages:

Arabic, Chinese, Czech, Danish, Dutch, English, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Swedish, Traditional Chinese, Turkish

Zoho CRM supports the following devices:

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

Zoho CRM integrates with the following applications:

Amity, Aura Call Center Elite, Bedrock Data, Box, DocuSign, Dropbox Business, Eventbrite, Facebook, GetResponse, Gmail, GoToMeeting, Google Ads, Google Analytics, Google Calendar, Google Drive, Google Workspace, HubSpot CRM, Join.Me, JotForm, Kixie PowerCall, LinkedIn for Business, Mailchimp, Microsoft 365, Microsoft Outlook, PandaDoc, PayPal, PieSync, Quickbooks Online, Quoter, SimplyCast, Skyvia, Slack, SurveyMonkey, Trello, Twilio, Twitter, Xero, Zendesk, Zoho Analytics, Zoho Assist, Zoho Campaigns, Zoho Cliq, Zoho Creator, Zoho Desk, Zoho Expense, Zoho Forms, Zoho Mail, Zoho Motivator, Zoho Projects, Zoho SalesIQ, Zoho Social, Zoho Subscriptions, Zoho Survey, Zoho Writer

Zoho CRM offers the following support options:

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

Related categories

See all software categories found for Zoho CRM.