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
Devices
Business size
Markets
United Arab Emirates, Australia, Bahrain, Brazil, Canada, China, Colombia, Germany, Egypt, Spain, France, United Kingdom, India, Italy, Japan, Mexico, Nigeria, Netherlands, New Zealand, Singapore, United States, South Africa and 17 others
Supported Languages
Arabic, Chinese, Czech, Danish, Dutch, English, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, zh-hant and 15 others
Pricing starting from:
US$20.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Zoho CRM: 202
- AB Testing
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts / Escalation
- Alerts/Notifications
- Analytics/ROI Tracking
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Routing
- Behaviour Tracking
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Cataloguing/Categorisation
- Channel Management
- Chat/Messaging
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Community Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Contract/License Management
- 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 Import/Export
- Data Synchronisation
- Data Visualisation
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Email Alerts
- Email Distribution
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- FAQ
- Feedback Management
- Field Sales Management
- For AEC Industry
- For Financial Institutions
- For Mac Devices
- For Sales Teams/Organizations
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Goal Management
- Graphical Data Presentation
- Help Desk Management
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Live Chat
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile Alerts
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Management
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritisation
- Product Catalogue
- Progress Tracking
- Project Management
- Project Tracking
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Quotes/Estimates
- Real Time Analytics
- Real Time Data
- Real Time Monitoring
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Request Escalation
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search Marketing
- Search/Filter
- Segmentation
- Sentiment Analysis
- Service Level Agreement (SLA) Management
- Social Marketing
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Source Tracking
- Statistical Analysis
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Text Analysis
- Third Party Integrations
- Third-Party Integration
- Training Management
- Transaction History
- Trend Analysis
- User Management
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Analytics
- Website Integration
- Website Visitor Tracking
- Widgets
- Wiki
- Workflow Management
- XML / RSS
- eCommerce Management
Alternatives
Salesforce Sales Cloud
HubSpot CRM
Dynamics 365
Pipedrive
Reviews
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- Industry: Consumer Services
- Company size: 201-500 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
THe best integrated CRM platform for increasing leads
Reviewed on 7/12/2021
Overall experience with Zoho CRM is good having digital campaigns performance and collaborate with...
Overall experience with Zoho CRM is good having digital campaigns performance and collaborate with sales and mar6and customers satisfactions and accounts in one place , Its one of the best CRM I deals with
Pros
The best thing in Zoho CRM that it can be easily integrated with alot of another products and the ease of access and usage ,Mobile app is something good for saving sales team time and gives more flexibility, Zoho CRM emphasis on increasing customer leads and accelerating the sales and measuring the sales team performance
Cons
In the beginning we need some time to customize all the features but after customisation it becomes more easier and we need extra support for Zoho customer services
- Industry: Professional Training & Coaching
- Company size: 11-50 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Everything you need straight out the box
Reviewed on 14/1/2022
We are learning that the way we were qualifying leads and moving them through the sales funnel...
We are learning that the way we were qualifying leads and moving them through the sales funnel could be made a lot easier using Zoho.
Zoho has made it a lot easier to see what sales are coming in and from where.
Pros
Social, email and CRM functionality are all housed in one place.
The email campaign section makes it easy to warm leads up before sending them to the CRM module.
Easy to set tasks for the sales team and then report on what has or has not been followed up.
Cons
There's a lot of functionality and application within Zoho, I don't believe we will get around to using them all.
The email Campaign section doesn't always pull the correct stats back through to the CRM module.
There is no ideal process of qualifying leads, we had to seek external support.
Reasons for Choosing Zoho CRM
We wanted more functionality and Zoho was very competitively priced.Switched From
Act!- Industry: Telecommunications
- 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 0.0 /10
Only good for email account management
Reviewed on 13/1/2022
Pros
Good for managing small to mid-sized companies' email accounts.
Cons
Website interface and design are absolutely horrendous. Use Squarespace instead. This is a joke of a CRM.
- Industry: Information Technology & Services
- Company size: 201-500 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
The ability to handle customer relationships in a unique and simple way
Reviewed on 8/1/2022
Zoho CRM gave me additional capabilities to better keep and manage my customer data. With the tools...
Zoho CRM gave me additional capabilities to better keep and manage my customer data. With the tools it provides, I am able to track my sales team, visualize my future sales volume and make decisions based on real data.
Pros
You don't need any specific training to use it, and it's quite user-friendly. If you're looking for a one-stop shop for your management needs, Zoho CRM is the best CRM solution for sales, marketing, and lead creation. Zoho CRM makes extracting reports a breeze. It provides two-step security for all saved data, ensuring it is protected from unauthorized access with a high level of encryption.
Cons
Nothing complicated, the application is simple and easy to use, it just needs to make some updates to better integrate with many other applications, which sometimes we may need to export or import data from and to it.
Alternatives Considered
HubSpot CRMReasons for Switching to Zoho CRM
It offers a lot of functionality for a low price, and the apps and functions we get are well worth the price.- Industry: Human Resources
- 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
Ideal CRM for small recruiting firms
Reviewed on 23/11/2021
My experience with Zoho CRM has been overwhelmingly positive in the 3+ years I've been using it. ...
My experience with Zoho CRM has been overwhelmingly positive in the 3+ years I've been using it. It seamlessly works with the different software platforms I use and customer service is quick to respond if you need something customized or to report a bug. Highly recommend.
Pros
Extremely cost effective, especially if you're willing to purchase multiple years at a time. Seamlessly integrates with various platforms (Office 365, etc). Very user friendly and customer service is great.
Cons
Gosh, really nothing. It's perfect for what I need.
Alternatives Considered
iCIMS Talent CloudReasons for Switching to Zoho CRM
Recommended by trusted colleagues plus researchZoho 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 View Pricing Plans
- 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+
Q. What languages does Zoho CRM support?
Zoho CRM supports the following languages:
Arabic, Chinese, Czech, Danish, Dutch, English, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, zh-hant
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 Sign, Amity, Aura Call Center Elite, Bedrock Data, Box, BurstSMS, DocuSign, Dropbox Business, Eventbrite, Facebook for Business, GetResponse, Gmail, GoToMeeting, GoToWebinar, Google Ads, Google Analytics, Google Calendar, Google Drive, Google Workspace, HubSpot CRM, Join.Me, Jotform, Kixie PowerCall, Leadfeeder, LinkedIn for Business, Mailchimp, 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, Xero, Zapier, Zendesk, Zoho Analytics, Zoho Assist, 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 Subscriptions, 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
Related categories
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