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:

$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

S M L

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

Supported Languages

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

Pricing starting from:

$20.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Zoho CRM Software - In-built Analytics tool to gain deal, sales and performance insights
Zoho CRM Software - Automate routine tasks using workflows
Zoho CRM Software - Design CRM layout with Canvas
Zoho CRM Software - Connect with customers through multiple channels from within the platform
Zoho CRM Software - Predict sales and detect anomalies
Zoho CRM Software - Scan and convert business cards into CRM contacts
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Zoho CRM video
Zoho CRM video
Zoho CRM Software - In-built Analytics tool to gain deal, sales and performance insights
Zoho CRM Software - Automate routine tasks using workflows
Zoho CRM Software - Design CRM layout with Canvas
Zoho CRM Software - Connect with customers through multiple channels from within the platform
Zoho CRM Software - Predict sales and detect anomalies
Zoho CRM Software - Scan and convert business cards into CRM contacts

Features

Total features of Zoho CRM: 204

  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling Software
  • Asset Lifecycle Management
  • Automated Routing
  • Behavior Tracking
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Planning
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management Software
  • 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 Software
  • Content Delivery
  • Content Library
  • Content Management System (CMS) Software
  • 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 Software
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard Creation
  • Dashboard Software
  • Data Import/Export
  • Data Synchronization
  • Data Visualization Software
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Email Alerts
  • Email Distribution
  • Email Management Software
  • Email Marketing Software
  • Email Response Control
  • Email Templates
  • Email Tracking Software
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Field Sales Management
  • For AEC Industry
  • For Financial Institutions
  • For Mac Devices
  • For Real Estate
  • For Sales Teams/Organizations
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification Software
  • Goal Management
  • Graphical Data Presentation
  • Help Desk Management
  • Incentive Management
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Capture Software
  • Lead Distribution
  • Lead Generation Software
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Segmentation
  • Live Chat Software
  • Loyalty Program
  • Marketing Automation Software
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics Software
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management Software
  • Project Tracking Software
  • Proposal Generation
  • Proposal Management Software
  • Prospecting Tools
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Rewards Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling Software
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring Software
  • Social Promotion
  • Source Tracking
  • Statistical Analysis Software
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management Software
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis Software
  • 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 Software
  • XML / RSS
  • eCommerce Management

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Salesforce Sales Cloud

4.4
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HubSpot CRM

4.5
#2 Alternative to Zoho CRM
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Dynamics 365

4.3
#3 Alternative to Zoho CRM
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Pipedrive

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#4 Alternative to Zoho CRM
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Reviews

Overall rating

4.3 /5
(5,517)
Value for Money
4.3/5
Features
4.2/5
Ease of Use
4.1/5
Customer Support Software
4.0/5

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 5,517
Faisal faruque R.
Overall rating
  • Industry: Computer & Network Security
  • Company size: 2-10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

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

Dealing With Clients Is Easier Than Ever With Zoho CRM

Reviewed on 24/03/2022

Although I run a small marketing agency, I have to deal with a lot of clients. Initially used to...

Although I run a small marketing agency, I have to deal with a lot of clients. Initially used to manage all my clients manually and I didn't believe in any kind of CRM software. Later I started using Zoho CRM and never looked back. It has directly helped me to increase the overall yearly revenue of my company. Also, now I don't need to move from one tool to another just for doing simple tasks and my team can concentrate more on actual work.

Pros

Zoho has different software for different purposes. But I must say that their CRM software is the best and it provides the best value to the users. I like the fact that you don't even have to pay if you don't need advanced features. In fact, I started with the free version and then upgraded to the premium package just because this software is excellent. Apart from being a great CRM tool, it can handle your email marketing and automation tasks. There are a lot of integrated modules that help me connect this with third-party popular services. Overall, I think nobody will regret purchasing this tool for their company.

Cons

This tool is loaded with adequate features. One of them is the ZIA voice assistant which is not yet good enough. So, I think if the developers can improve this feature, Zoho CRM will be unbeatable.

Tyagarajan K.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Zoho CRM for non profit animal welfare organisation -rescue, hospital and shelter management

Reviewed on 29/04/2022

The entire operations of our non profit are managed with Zoho CRM Enterprise Edition.

The user...

The entire operations of our non profit are managed with Zoho CRM Enterprise Edition.

The user experience based on feedback from 50plus users has been very balanced.

Of course not every need can be met but the use-case to product fit is quite high at over 95%

Pros

Incredibly flexible
Allows a great deal of customisation to suit nearly any requirement a non profit can have
User friendly
Drag and drop customisation makes it easy to administer
Deploying new features in a design done over 2 years ago is still a breeze
Minimal deluge coding needed to achieve new functions not natively supported in configuration

Cons

Having to use multiple satellite products like Zoho forms, Zoho campaigns, Zoho analytics though most of these are available natively in Zoho CRM are rudimentary. It’s a commercial decision of Zoho but not an unreasonable one. The integration set ups between these satellite systems are quite easy but still needs learning a different UI as it’s vastly different from the CRM UI.

Alternatives Considered

ERPNext

Reasons for Choosing Zoho CRM

Zoho CRM was easy to use and we could visualise the end solution without much difficulty while evaluating our use-case fit due to its incredible flexibility.

Reasons for Switching to Zoho CRM

Use case product fit was much better. Our entire process listed below could be mapped quite easily in the core product. - receiving rescue requests for street animals using Zoho Forms - street animal rescues with GPS capture using Flutter app built on top of CRM - intake of sick injured animals and managing their veterinary care with case sheet for each one (over 2000 animals) - donor management - WhatsApp integration to communicate with rescue requestors and donors
Richard S.
Overall rating
  • Industry: Leisure, Travel & Tourism
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 0.0 /10

Spend your money elsewhere

Reviewed on 30/03/2022

If it were up to me, I would have dumped it long ago.

If it were up to me, I would have dumped it long ago.

Pros

It's cheaper than Salesforce but who isn't?

Cons

The modules don't talk to each other, there is zero support when you have questions and what would be standard in other software is NOT offered here, for example the email module and email template creation is a nightmare . Mailchimp is far superior with the email creation tools. The Zoho Social loses connection to social channels regularly. The Zoho Analytics won't connect to some of the modules for reporting, etc.

Matthew C.
Overall rating
  • 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 Software
  • Likelihood to recommend 7.0 /10

Everything you need straight out the box

Reviewed on 14/01/2022

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.

Alternatives Considered

NetSuite CRM and Salesforce Sales Cloud

Reasons for Choosing Zoho CRM

We wanted more functionality and Zoho was very competitively priced.

Switched From

Act!
Pawan D.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Zoho CRM Review: Cloud Based, Affordable and Feature Rich

Reviewed on 08/04/2022

Zoho CRM is a customer relationship management system that is reasonably priced and offers a number...

Zoho CRM is a customer relationship management system that is reasonably priced and offers a number of tools to help businesses improve their customer service. Zoho CRM's customized portals and workflow features allow businesses to enhance customer service, improve sales, and create new opportunities.

Pros

Customer relationship management software is a field with a wide range of solutions available, and Zoho CRM is one of them. Sales, marketing, project management, and customer service are the most popular features. It includes tools for information technology, finance, and customer service as well. All important parts of Zoho CRM come at an additional cost though. For example, if you want to have access to IT capabilities like trouble ticketing or help desk software, you need to pay extra for them. Even then though, they are all reasonably priced for the capabilities you have access to.

Cons

Overall, the website's user experience needs to be reworked. There are too many functions and features, which cause confusion and a high level of user interactions.

Showing 5 reviews of 5,517 Read all reviews

Zoho CRM FAQs

Below are some frequently asked questions for Zoho CRM.

Zoho CRM offers the following pricing plans:

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).

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, Turkish, zh-hant

Zoho CRM supports the following devices:

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

Zoho CRM integrates with the following applications:

ActiveCampaign, Adobe Acrobat Sign, Amity, Aura Call Center Elite, Bedrock Data, Box, BurstSMS, 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, Leadfeeder, 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, 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

Zoho CRM offers the following support options:

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

Related categories

See all software categories found for Zoho CRM.