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

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:

£10.00/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
  • 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
  • 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
  • Goal Management
  • Graphical Data Presentation
  • Help Desk Management
  • Incentive 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
  • Loyalty Program
  • Marketing Automation
  • 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
  • Prioritisation
  • Product Catalogue
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Proposal Generation
  • Proposal Management
  • 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
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • 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

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
(5,541)
Value for Money
4.3/5
Features
4.2/5
Ease of Use
4.1/5
Customer Support
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 5,541
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
  • 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.

Ephraim M.
Overall rating
  • Industry: Real Estate
  • 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

Zoho CRM Review for Real Estate

Reviewed on 05/05/2022

I have been using Zoho CRM for four years now, and it has been a rewarding journey. We seen our...

I have been using Zoho CRM for four years now, and it has been a rewarding journey. We seen our sales increase, customer satisfaction is at a high and we are able to measure employee performance which is used for informed interventions.

Pros

In my view, Zoho CRM is the most effective and flexible CRM I have used yet, considering that I use it at work and in my own business. As an Agent working in a mid-sized agency, it was easy for us to set it up for our agency because Zoho also provides a how-to guide. The features we have set up include but are not limited to:

Automating email campaigns for new and existing leads and maintaining relationships with our long-time clients for repeat business.

We are able to integrate WordPress Forms (Elementor API through Zoho Flow), Facebook, Twitter, LinkedIn and Google My Business using Zoho Social.

Managing Leads and Clients and setting automated reminders when a contact has not been touched for a certain period. Allow being able to view and track a contact's activities on the timeline.

Not forgetting the overall collaborative ability to centrally manage all contacts as a team. Making sure that all potential business can be attended to if a colleague is not available for one reason or another.

Cons

As much as I love Zoho CRM, these are its limitations and areas of improvement:

Zoho CRM needs to provide options on Graphic User Interfaces. As a visual person, that is really important, and I might not be alone. You are not even able to change the fonts.

A user is not able to convert a client back to leads, unless they recapture the contact as a lead, export multiple clients and import them leads or write and run a Deluge script. This feature must come standard.

Zoho CRM is a powerful app if you lack intent you will find yourself overwhelmed and unable to set it up for your business.

Alternatives Considered

Odoo and HubSpot CRM

Reasons for Choosing Zoho CRM

AppTivo lacked flexibility and features I considered critical.

Switched From

Apptivo

Reasons for Switching to Zoho CRM

Flexibility and cost.
Fi M.
Overall rating
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Good software for the price, has its quirks

Reviewed on 17/05/2022

It definitely helps me in that I can easily check my calendar anytime, anywhere and communicate...

It definitely helps me in that I can easily check my calendar anytime, anywhere and communicate with my colleagues. My experience has been alright on the whole.

Pros

I like the holiday booking feature – it's nice that it shows you your available dates throughout the year giving you an idea of how to balance your leave from month to month.

I also love Zoho cliq (the chat app), it's super easy, aesthetically pleasing and functional layout, very quick.

Cons

The calendar could be improved – there's a lot that you can't do with it. I'm dying to be able to see what my Overdue Tasks are without having to click into them – if I could see what they are on my calendar and just drag and drop them from one day onto the next, that'd save a lot of time. I'd also love if the calendar had more display options – I'd really like to see at least a morning/afternoon split in the day so I can try to structure my tasks a bit better, and I'd looove to be able to colour-code tasks so they appear in that colour on the calendar, it'd really help me to visualise what I've got going on from week to week.

Kelly m B.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Easy to use, monitor leads and manage team assignments

Reviewed on 16/05/2022

As a less expensive option, this is what I recommend to all of my clients. If you're comfortable...

As a less expensive option, this is what I recommend to all of my clients. If you're comfortable with the platform, it will serve you for the rest of your life. It's been a wonderful experience. You may receive answers quickly and easily by chatting with a member of their chat support team.

Pros

Zoho is a good alternative for clients who don't want to shell out money for Google Workspace. It accomplishes its purpose. My satisfaction with their efforts is based on the fact that they are attempting to make their platform accessible to everyone. Much of it is configurable and we were able to put it up 90% of the way we wanted. It's a breeze to use and keep track of.

Cons

I'd like it if the platform's many sections were made a little easier to configure and understand. In my opinion, they are attempting to mimic Google Workspace, although I am more familiar with Google Workspace's features. I'd love it if I could make my email software look and work just like gmail.

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
  • 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
Showing 5 reviews of 5,541 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, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Zoho CRM.