What is Zoho CRM?
Zoho CRM presents a user-friendly and organized interface enriched with distinctive features designed to enhance the chances of converting leads into customers. Its intuitive dashboard enables users to execute 'macros' that optimize the process of reaching out to leads, while also facilitating the monitoring of sales progress. Additionally, administrators are equipped to oversee missed opportunities and identify top-performing agents, empowering them to make informed decisions that can significantly influence the business through the use of comprehensive sales reports. With these tools at their disposal, businesses can fine-tune their strategies for greater effectiveness.
Pricing
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month
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Company Facts
Product Details
Product Details
Zoho CRM Categories and Features
Sales Performance Management Software
Sales Force Automation Software
Lead Management Software
CRM Software
More Zoho CRM Categories
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Zoho CRM is our preferred customer manager
Date: Apr 26 2021SummaryZoho CRM has turned out to be an indispensable system for us to maintain an adequate sales average on the web. It is good that it allows us to evaluate all the evolution of our sales, since we usually create comparative reports for each employee, in order to better see the results in certain periods of time and the growth they have had.
PositiveWith Zoho CRM we have been able to exceed all of our customer management goals, whether it is the evaluations we perform when assisting them in case they contact us, or simply the agility of sales and their reporting. Zoho CRM lets us focus on customer service processes, which are essential to improve our commercial capacity.
NegativeThe Zoho CRM platform leaves much to be desired when it comes to the area of sales training, as it does not contain functions to integrate with online presentation software, which would be useful to better orient new employees on training, which somewhat limits the results of such training operations, as we can not be sufficiently explanatory.
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Manage the relationship between client
Date: Mar 02 2021SummaryOverall, it gives you the liberty to analyze the ongoing processes within the organization. You can do version control and backup all of your data. Moreover, it gets frequent updates.
PositiveIt helps in taking care of employees and clients.
You can easily manage client history and their quotations.
You can see the complete flow of your organization on the dashboard.NegativeIf you understand how to use and understand the structure, you can manage clients and your employees from one place seamlessly.
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Customer Management Made Easy
Date: Feb 22 2021SummaryZoho CRM has been a great product when it comes to handling CRM issues. We have never had issues with the tool thanks to its reliability.
PositiveImplementing and integrating Zoho CRM with other tool was very easy.
The tool is scalable and customization is seamless as well.
The tool is very resourceful - there are many features.
The User Interface is one of the best.NegativeCompared to other similar tools, Zoho CRM is not the cheapest.
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With Zoho CRM we quickly increase traffic to our site
Updated: Mar 20 2021SummaryIf you are looking for more extensive customer retention, Zoho CRM can be one of the most beneficial services in any time frame. We recommend it to be able to gather in less time all the information about the marketing needs analysis that each campaign has, and thus improve marketing strategies, and therefore create more relationships with customers.
PositiveThe strategy that we implement through Zoho CRM is the automation of advertising processes using as a basis analytical reports that the same platform allows us to generate. Zoho CRM is useful to quickly increase the amount of organic traffic to our service on the web by automating SEO strategies that we can initiate through predetermined templates.
NegativeZoho CRM is perhaps the best system to work with online marketing campaigns thanks to its mechanics to facilitate inbound or integrated type campaigns, and we are satisfied with that possibility, but despite this it is too expensive depending on the size of the campaign you want to run, which limits the results to our economic capacity.
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A blessing for Startups
Date: Mar 03 2021SummaryOverall I feel this is the service I would quickly recommend anyone who has started up a business and is presented with all the HR, tax , accounts related complexities.
This is easy to use system and is mostly free till you are up on your feet.PositiveZoho Invoices is awesome easy to use invoice system.
Zoho Payroll helped me with simple employee payslip generator and handler when my employees asked for payslips. It provides a full web panel for employees to access and get their payslips.
Zoho expense - I have just started using it and it seems the excellent app to help me manage my receipts and bills so that next tax season I dont have to waste a full month in gathering and making books match.
It is a complete blessing for startups who cannot yet afford accountants etc and one person is mostly managing everything.NegativeSome features are overly complex . Email support is nice there should be some sort of easy to access live support to help people new to all this accountancy stuff for a startup.
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Zoho CRM
Date: Apr 02 2021SummaryOverall, Zoho CRM is a helpful resource. The email marketing feature worked pretty well for us, and the pipeline management is nice.
PositiveZoho CRM is a pretty solid Customer Relationship Management tool. It is a clean interface and has some good tools for keeping track of contacts.
NegativeI'd like to see some more in-depth features or integrations with other tools.
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I Love the Easy of Use of Zoho CRM
Date: Jan 22 2021SummaryGenerally, my experience with Zoho CRM has been impressive.
The tool has a friendly interface.
It is accurate and reliable to use.PositiveThe capabilities of Zoho CRM are incredible.
Zoho CRM has amazing and easy to use features.
Moreover, the customization of Zoho CRM is very easy.
It is the best customer relationship management software for our companyNegativeThis is a flawless and easy to customize customer relationship management tool.
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No flaws at all. -
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Zoho CRM
Date: Feb 16 2021SummaryIt has been a good experience using Zoho CRM.
I love how it is easy to manage and easy to use.
It has great features.PositiveIt is easy to use.
Zoho CRM is easy to customize.
The customer support is friendly.
It is good for communicating with our customers.NegativeThere nothing that l dislike about Zoho CRM.
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It has been a perfect software. -
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Process information from potential customers.
Date: Feb 05 2021SummaryI'm very grateful for the performance that Zoho CRM has had thanks to the perfect interaction it has given me with customers and allowing me to carry out consistent monitoring for each sale. Despite how slow the platform is to process the data collected and convert it into reports, I consider that its general operation is quite good, it's an extremely fluid platform, easy to use and that helps to always be connected with potential clients and to be able to provide them with good care during the process of each sale. Currently, Zoho CRM has helped us a lot to be able to finalize property negotiations in less time.
PositiveZoho CRM is a fantastic platform for managing all leads and being able to drive sales thanks to customer care during each sale process. One of the things I like the most about Zoho CRM is that this platform allows me to use various methods to communicate with customers, it allows me to communicate via email, direct message, video call, audio messages and online chat, this variety of ways communication has been able to help me consolidate the sales process and ensure that customer interaction never lost. I'm also very pleased to be able to receive reports and graphs designed automatically by the same platform, because it helps me analyze all the data collected without the need for so much inconvenience.
NegativeOne of the negative features that Zoho CRM has is with respect to its data collection system. Zoho CRM collects the data accurately, and manages to extract the entire customer experience and turn it into graphs and reports, however, for this process to be done automatically, a long period of time must pass, so that the platform can process the information. I would like all these reports to be done automatically with the collection of information in real time, which does not take so long to process the information, since it would be much better for me to receive the reports instantly.
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Consolidated and Acceptable CRM of Choice
Date: Feb 23 2021SummaryZoho CRM is an aware CRM, which focus on direct concerns for customers. For instance, the direct email and social media advertising, all bringing more clients to acquire our products. The installation of Zoho CRM is extremely economical.
PositiveZoho CRM is an absolute reliable and resourceful CRM, where documentation of customers information is enhanced. More so, Zoho CRM supports email marketing, which guarantees immediate reach to clients. The direction for Zoho CRM is right, guaranteeing maximum financial profits.
NegativeZoho CRM has one setback, the slow support response, and when actions are taken on this, the program will be excellent.
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This product does what needs to get done.
Date: Oct 18 2021SummaryI have used and implemented this product at three companies. It has saved start-ups hundreds of thousands of dollars over doing the same thing in Salesforce or HubSpot. Both of which I have used in the past.
PositiveCost is about as low as you can go.
It works without glitches.
You can hire experts for half the cost of a Salesforce consultant.NegativeDocumentation is not always current. This leads you to try solutions without success. This is always because the software had been updated and improved and now there is just a new way of doing things.
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Love this CRM software tool
Updated: Jul 07 2021SummaryWe love this software product and will happily continue to work with it and grow our business using it.
PositiveGreat CRM product for small to medium sized businesses - very helpful for managing important customer information and data.
NegativeFew issues with the CRM tool - my team overall loves the functionality and UX / UI.
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Effective and productive
Updated: Jan 30 2021SummaryOverall, I highly recommend Zoho CRM. It helps to capture the lead and boost sales. The integration support with several marketing tools makes it better than other CRM tools.
PositiveIt's an effective, productive and flawless customer relationship management tool. The analytics or the report it provides are very helpful for sales and marketing campaigns. It also allows effective management of the sales pipeline.
NegativeLead alerting or customizations are not available.
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Great Product
Date: Sep 30 2021SummaryVery happy with all features.
PositiveGreat product that provided all the information and support that our team needed.
NegativeNothing to complain about. Support is good which resolves issues as they arise.
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Good, affordable CRM for small business
Date: Jul 07 2021SummaryOver all, Zoho has good customer service, which is very important. It is easy to use and its price point is perfect for small businesses on a budget.
PositiveZoho is easy to link up to other software that we have. The automation saves time and mistakes. It's easy to enter info and set up reminders and automated email messages to leads.
NegativeSometimes creating a lead can be convoluted. There are several things that you need to do before creating a lead (when it's not auto-imported). This system requires info to be entered twice, creating more work.
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Zoho CRM is good
Date: Jun 18 2021SummaryZoho CRM is a good software with amazing ease-of-use for a company and training new hires. I personally just dislike the UI and wish it looked different, the UI is the main reason I no longer use Zoho CRM.
PositiveI love the ease-of-use when communicating with customers and retailers through email. I also love the information on each customer and/or retailer this goes along with ease-of-use when reviewing accounts and past contacts. Support was great, easy to contact and easy to get a solution!
NegativeI hate the UI. I just don't like this software's look. It is only a personal preference and think that this software could look a lot better.
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Ideal for any sales manager
Date: Mar 04 2021SummaryWith this software it has been possible to enhance the statuses of all assignments in a general way, having a broad view of all relationships with customers. With Zoho CRM I can have the prospects ordered in a way that I can find them easily, I can also sort them by date to have a more precious search. I was able to assign each client and potential client a detailed note of what may be of interest to this in order to improve the relationship with him, I have also been able to catalog the client according to the type of client that is so to be able to inform other sales representatives with whom they are trying.
PositiveWith this platform I can provide you with complete and multi-channel support whether it is by live chat, email, through a phone call or through social networks, there is no place where you cannot maintain complete communication with the client. What I like about Zoho CRM is that there is no need for additional costs to carry out a complete CRM and the best thing is that there are plans that adapt to the needs of each company. I can integrate from Linkedin to Google applications as well as Microsoft applications, offering me the opportunity to keep all the information on a single platform. It has a multilanguage function for any user anywhere, being a more complete and complete entry for any user. For small businesses that want to test this product before purchasing, Zoho CRM offers a limited time of full use to measure the capabilities of this CRM Software.
NegativeZoho does not support a free plan for mobile versions, if you want to test the potential that it has, you will have to pay yes or yes to see the functions that they bring and if they are complete to the web versions. It is usually a bit difficult for beginners who start CRM with Zoho for the first time, it has very few tutorials which should be developed by Sta platform to allow new users to function easily within this platform. Customer service takes a while to respond to the solutions that I require within the platform. It is difficult to export any type of document in a way that you want, also the customization is a bit scarce to be able to use it simply on a daily basis.
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Best CRM by Zoho
Updated: Feb 02 2021SummaryZoho CRM is a wonderful customer relations manager. You can deploy multiple tools in it. I liked its lead manager also the real-time analytics data, it's very accurate. Overall, Zoho CRM manages relations pretty well.
PositiveZoho CRM is a versatile platform to manage sales and marketing processes from the top. Its Mailchimp integration makes marketing job a lot easier. Zoho CRM allows me to connect with customers thru multiple channels. Overall it's a feature-packed CRM.
NegativeThe interface is a bit confusing, I didn't like it.
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Zoho CRM is excellent for handling organized and productive work
Date: Jan 04 2021SummaryThere may be a rival analysis that helps to obtain better results in sales projections. In the financial field technique they can create a search for homes and consequently acquire even more suitable for financial administrations. The installation process can take less time. The program has really given us the possibility to reorganize the modules created earlier, this is very important due to the fact that the changes appear constantly in the works and it is essential to reorganize again. We were able to obtain data based on our customers' visits to our various social media network platforms. It is very easy to imagine the graphs with the data acquired in the studies carried out. Artificial intelligence helps us to examine sales trends in a much better way.
PositiveThe efficiency of companies using Zoho CRM increases significantly due to the fact that it is concerned with making the most of the quality of operations, regardless of the size of the company. It consists of artificial intelligence configured to perform functions such as advising users on the correct time to contact their consumers. In addition, it suggests which jobs to appoint for your employees, depending on their skills. The platform offers the alternative of customizing your homepage, so that each user can edit it for greater convenience, without affecting the group work performed.
NegativeThe program needs you to have previous experience with several other CRM software, Zoho CRM offers several contemporary attributes, so it can be a little challenging to run at the beginning. Downloading and installing files via cell phones is not a very easy process.
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Scalable solution for your business' needs.
Date: Nov 18 2021SummaryZoho is a robust suite to fulfill a lot of your business' needs. From basic tools like Collaborative Docs, to more advanced and complex tools such as CRM, MKT Hub or Backstage, Zoho is a very well-thought solution for everyday operations across departments. With the proper training, it can become a powerful set of apps you can lean on.
Positive- The ability to add contacts and keep adding or updating the info
- When seeing the details of a lead, you can easily see all the Marketing campaigns they've been sent or interacted with.
- Real-time collaboration between teams
- Set reminders and follow-up activities
- Integration with Zoho Campaigns
- Integration with Gmail
- Mobile AppNegative- Contacts are synced from Zoho Campaigns but not from Zoho Marketing Hub.
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- It lacks a bit more of synchronization between apps such as the CRM with Zoho Backstage & Zoho Campaigns.
- Sometimes certain features are not very intuitive.