Zoho CRM
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:
£10.00/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:
£10.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Zoho CRM: 202
Alternatives
HubSpot Sales Hub
Freshsales
NetSuite
ClickUp
Reviews
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- Industry: Libraries
- Company size: 5,001–10,000 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Zoho CRM: Customer Insight
Reviewed on 26/09/2024
Analyzing the various features of Zoho CRM one must tell that in terms of functionality, it offers...
Analyzing the various features of Zoho CRM one must tell that in terms of functionality, it offers all the benefits of a modern CRM system. The lead tracking and customer interaction tools of the platform have enhanced our communication capabilities by far.
Pros
To the best of my knowledge, Zoho CRM has a unique feature, which is an artificial intelligence known as Zia that can analyze future sales trends and trends in general.
Cons
We have noted that switching between two different modules is not easy and may sometimes even appear imprecise, especially if it is being done by a novice.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
An integral part of my business
Reviewed on 20/11/2024
One of my favorite things is the reporting and analytics. The insights we get are super helpful for...
One of my favorite things is the reporting and analytics. The insights we get are super helpful for making better decisions, and I feel like we’re always one step ahead of the game. The mobile app is also a huge plus—I can keep up with everything on the go, which is a lifesaver.
Pros
I've been using Zoho CRM for a while now, and I have to say, it's been a game changer for my business. The interface is super easy to navigate, and I love how customizable everything is. It’s really easy to set up the system the way I need it, and that’s made a huge difference in how my team manages leads and tracks sales.
Cons
Nothing to report as a negative as it is very user friendly.
- Industry: Consumer Goods
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 5.0 /10
I don't like the UX
Reviewed on 05/03/2024
Pros
Zoho CRM emerges as a powerful tool for businesses, offering seamless management of sales, marketing, and customer support operations. While its intuitive interface facilitates navigation, I found it slightly less familiar compared to other platforms. However, its customization options and overall effectiveness make it a standout choice for boosting productivity and efficiency in business workflows.
Cons
The interface, while intuitive, may initially feel unfamiliar, requiring some time for users to fully adapt. Additionally, while the customization options are extensive, some users may find them overwhelming or complex to set up initially. Despite these drawbacks, Zoho CRM remains a strong contender in the CRM market, particularly for businesses willing to invest the time to unlock its full potential.
Switched From
HubSpot CRM- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Weekly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great balence between easy to use and customizable
Reviewed on 24/10/2024
Zoho CRM has been a great tool for managing my customer relationships. It’s packed with features,...
Zoho CRM has been a great tool for managing my customer relationships. It’s packed with features, but it’s still pretty easy to navigate once you get the hang of it. Setting up workflows and tracking leads has helped me stay on top of things and keep my sales pipeline organized. It’s not the simplest CRM out there, but the learning curve is worth it because of all the customization options and integrations. Overall, it’s a solid platform that’s helped me streamline my business processes.
Pros
One of the best things about Zoho CRM is how customizable it is. I can tailor it to fit my exact needs, whether it's creating custom fields, layouts, or automating workflows.
Cons
The support is not always great, sometimes it can take a while to get back a response that is worth while.
Reasons for Switching to Zoho CRM
Cheaper and filled our needs. Salesforce tends to be complicated.- Industry: Broadcast Media
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A fantastic CRM for growing teams
Reviewed on 01/12/2024
Pros
I like it’s user friendly design and flexible customization options that have simplified our workflow.
Also it is great with task management.
Cons
It is a unique software that is worth exploring, nothing to dislike.
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: £10.00/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, 1,001–5,000
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, Avaya Experience Platform, Bedrock Data, Box, BurstSMS, Dealfront, Docusign, Dropbox Business, Eventbrite, GetResponse, Gmail, GoTo Meeting, 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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