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

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Armenia, Australia, Austria, Bahrain, Bangladesh and 54 others

Supported Languages

Arabic, Brazilian Portuguese, Bulgarian, Chinese, Croatian and 22 others

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: 209

  • AB Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • 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 Engagement Software
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support Software
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Dashboard Software
  • Data Import/Export
  • Data Synchronization
  • Data Visualization Software
  • Document Management Software
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Email Alerts
  • Email Management Software
  • Email Marketing Software
  • Email Response Control
  • Email Templates
  • Email Tracking Software
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Feedback Management
  • Field Sales Management
  • For AEC Industry
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • 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
  • Self Service Portal
  • 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 Integration
  • Website Visitor Tracking
  • Widgets
  • Wiki
  • Workflow Management Software
  • XML/RSS
  • eCommerce Management

Alternatives

Salesforce B2B Commerce

4.7
#1 Alternative to Zoho CRM
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Basecamp

4.3
#2 Alternative to Zoho CRM
Basecamp is a collaborative project management, team communication, and daily task tracking application suitable for...

Act!

3.7
#3 Alternative to Zoho CRM
Act! Premium empowers small and midsize businesses to market better, sell more, and create customers for life.

Salesforce Platform

4.3
#4 Alternative to Zoho CRM
Salesforce App Cloud is a platform for developing enterprise & customer-facing apps to store data, connect to any...

Reviews

Overall rating

4.3 /5
(6,263)
Value for Money
4.3/5
Features
4.2/5
Ease of Use
4.1/5
Customer Support Software
4.1/5

Already have Zoho CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 6,263
Nabin
Overall rating
  • Industry: Computer Software
  • 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

Keep your customers engaged with your business

Reviewed on 01/07/2021

With Zoho CRM it is much faster to manage your customers, projects, and communications all in one...

With Zoho CRM it is much faster to manage your customers, projects, and communications all in one reliable platform. Its implementation in our organization has increased our revenue geometrically.

Pros

Zoho CRM offers a feature-rich platform to engage with your customers. You can manage contacts, send mass emails, notifications, manage inventory, implement an AI assistant, and even give your customers a mobile app to stay synced.

Cons

The software can not be self-hosted on your private server.

Alternatives Considered

Odoo and NetSuite

Reasons for Choosing Zoho CRM

Zoho CRM provided smooth data migration and a rich set of features.

Switched From

Odoo

Reasons for Switching to Zoho CRM

Zoho CRM is easy to get started and integrate with existing business processes. Also, they offer a free plan and paid plans starting from just $14 per month.
MD Masoom
Overall rating
  • Industry: Information Technology & Services
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

One of the best CRM... Love this amazing tool

Reviewed on 30/05/2019

Overall I love this CRM. I am using it daily and my work is incomplete without it. I use it for...

Overall I love this CRM. I am using it daily and my work is incomplete without it. I use it for campaign management, sending important emails to customers. Managing all data and information in one place. The most important thing is Zoho CRM's dashboard and reports which are amazing and easy to understand.

Pros

I am using Zoho XRM for more than 3 years and found it a really amazing platform for customer relationship management. I like their simple yet effective user interface the most. I can use it very easily. Zoho CRM helps us to manage our all databases and related information at one place with amazing security. Overall I can say that this is an amazing CRM.

Cons

There is one thing that I want to highlight about this CRM that I dislike about it which is Zoho CRM is a little bit expensive compared to others but on the other hand, I can say that it is worth to spend on it.

Alternatives Considered

SugarCRM

Reasons for Switching to Zoho CRM

We choose Zoho CRM over SugarCRM because of their strong customer focus nature which is the most important thing that we always keep in mind and on the other hand, there is a lot of amazing features that Zoho CRM is providing and in SugarCRM, these features are missing.
ghassen
Overall rating
  • Industry: Accounting Software
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

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

Zoho CRM: The Comprehensive Review of a Budget-Friendly and Efficient CRM Solution

Reviewed on 30/04/2023

Using Zoho CRM has been a positive experience overall. The software offers a comprehensive set of...

Using Zoho CRM has been a positive experience overall. The software offers a comprehensive set of features that have helped us streamline our customer relationship management processes, from lead generation and management to sales forecasting and analytics. While there was a learning curve when first implementing the software, we were able to customize it to our specific needs and integrate it with our existing workflows. The mobile access has been particularly helpful for our sales team, allowing them to access customer data and manage their pipeline on the go. We have also found the customer support to be responsive and helpful when we have had questions or issues. While there are some limitations in terms of integrations and reporting, we have found that Zoho CRM meets our needs and is a cost-effective solution for our business.

Pros

Affordability: Zoho CRM is a cost-effective CRM solution, making it an ideal option for small to medium-sized businesses with a limited budget.Comprehensive Feature Set: Zoho CRM offers a wide range of features such as sales automation, lead management, customer support, marketing automation, and analytics, providing a comprehensive CRM solution.User-friendly Interface: Zoho CRM has a user-friendly interface that is easy to navigate and use, making it simple for businesses to adopt and integrate it into their workflow.

Cons

Steep Learning Curve: Due to its comprehensive feature set, Zoho CRM may have a steep learning curve for new users who are not familiar with CRM software.Limited Integrations: While Zoho CRM integrates with a variety of third-party applications, some users may find that it lacks integrations with certain niche or industry-specific software.Limited Reporting: Zoho CRM's reporting capabilities may be limited compared to other CRM solutions in the market.

Ivan Harris
Overall rating
  • Industry: Research
  • Company size: 11–50 Employees
  • Used Monthly for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 5.0 /10

Remove the Wacko in Your CRM with Zoho CRM

Reviewed on 03/05/2023

Pros

I appreciate the email integration feature that allows the user to send and receive emails within the platform.

Cons

As a user of Zoho CRM, one thing I found frustrating was the steep learning curve. It took me a while to get the hang of the interface and all of its features. Additionally, some of the customization options were not very intuitive, and I had to spend quite a bit of time digging through documentation to figure out how to do certain things.

Paula Lara
Overall rating
  • Industry: Consumer Services
  • Company size: 501–1,000 Employees
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

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

Why Zoho CRM is a Game-Changer for Your Business - Our Expert Review

Reviewed on 07/03/2023

I have been using Zoho CRM, and I can confidently say that it has changed the way we manage our...

I have been using Zoho CRM, and I can confidently say that it has changed the way we manage our relationships with customers. The absence of a centralized system to track customer interactions and sales data was one of the most significant business issues we faced prior to implementing Zoho CRM. Our sales process was managed with spreadsheets and other tools, which was time-consuming and error-prone.We have been able to manage all customer interactions and streamline our sales process since we started using Zoho CRM. To gain valuable insights into our sales performance, we are able to easily track our leads, monitor deals, and create individualized reports. By providing us with a variety of communication options, including email, phone, and social media, Zoho CRM has also assisted us in improving our communication with customers.The use of Zoho CRM has provided us with numerous advantages. First and foremost, we are closing deals more quickly than ever before thanks to an improved sales process. By giving us the tools we need to effectively manage customer interactions, Zoho CRM has also helped us increase customer engagement. The advanced analytics module has been especially helpful in locating growth potential and trends.My overall usage of Zoho CRM has been nothing short of exceptional. It has aided me in working more effectively and efficiently, and I believe it has contributed significantly to our sales team's success.

Pros

I have found the platform's customization and adaptability to be extremely useful. The ability to tailor the interface to the specific needs of our company00 has permitted us to smooth out our cycles and save time. For instance, we were able to develop custom fields and workflows that allowed us to monitor the progression of leads through our sales funnel. This has made it easier for us to determine the areas in which we need to concentrate our efforts.The ability to integrate with other Zoho products and third-party app extensions is yet another significant advantage of Zoho CRM. We are now able to work more effectively across all of our departments and consolidate our data thanks to this. For instance, we were able to automate our lead nurturing procedure and integrate Zoho CRM with our email provider, resulting in an increase in conversions and revenue.Overall, I would highly recommend Zoho CRM to any company seeking a CRM solution that is adaptable, can be customized, and can integrate with other tools to simplify processes. It has unquestionably had a beneficial effect on our company and assisted us in achieving our sales objectives.

Cons

I initially found the Zoho CRM interface to be somewhat overwhelming. It can be hard to decide which features to focus on and where to start with so many features and customization options. As we began to familiarize ourselves with the platform, this resulted in a small learning curve for me and some of my coworkers.The possibility of data overload is another drawback I encountered while using Zoho CRM. It can be hard to figure out which metrics to focus on and how to use that data to improve our sales processes when there is so much data available. To sort through the data and pick out the most important insights, this takes a lot of time and effort.For instance, when I first started using Zoho CRM, I had a hard time figuring out how to make useful dashboards and reports that would help me keep track of my sales pipeline and prioritize my leads. It took some time to figure out how to make the platform work for me and simplify the data so that I could focus on the most important things. I was able to adjust and make the most of the platform's capabilities with time and experience, despite the initial frustration caused by these drawbacks.

Showing 5 reviews of 6,263 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, 1,001–5,000

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

Zoho CRM supports the following devices:

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

Zoho CRM integrates with the following applications:

ActiveCampaign, Adobe Acrobat Sign, Amity, Avaya Experience Platform, 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 Suite, 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.