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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

Price Starts At:
$14.00/month/user
Price Overview:
Standard Edition - $14/user/month
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month

Get a 15-day FREE Trial with every edition.
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Zoho CRM provides an API

Screenshots and Video

Company Facts

Company Name:
Zoho
Date Founded:
1996
Company Location:
United States
Company Website:
www.zoho.com/crm/
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Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Webinars
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Zoho CRM Categories and Features

Sales Tracking Software

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Sales Performance Management Software

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

More Zoho CRM Categories

  • Reviewer Name: Alexander W.
    Position: Data Analyst
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Review for Zoho CRM

    Date: Nov 06 2020
    Summary

    With it you can easily solve your business problems since it is the best platform for managing business.
    Also with it you can easily understand data results while working with it.

    Positive

    I like how it is easy to integrate with other platforms without experiencing any issues.
    Also I like its user interface that is very easy to navigate and to use.

    Negative

    It is fully secure while working with it, I can't complain of anything.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Veteran peer support
    Has used product for: 2+ Years
    Uses the product: Yearly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Zoho Review

    Date: Sep 29 2020
    Summary

    Overall the idea is great and it is helpful to be able to edit and modify existing documents on Google.

    Positive

    I like that Zoho can be found and used on google docs and I can edit files and make corrections. I also like that it can be used independently but I can sign in with my google account or LinkedIn.

    Negative

    What I didn't like was that its not very user friendly and sometimes I am unable to open documents if I log on from Google Docs.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Technical Program Manager
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    CRM that has the best potential

    Date: Nov 02 2020
    Summary

    Overall, Zoho CRM is quite an effective tool to professional manage your client, sales and marketing. We are extremely happy with Zoho CRM.

    Positive

    Zoho CRM was a breeze to manage sales and customer relation program. It has solid potential to turn your business into a growth/profit direction. The addon with the Zoho campaign helps to bring leads on top of the table. It serves you as a professional manager for your business.

    Negative

    The UI is not so interesting, an old-style built.

    Read More...
  • Reviewer Name: Pradeep K.
    Position: Student
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 20,000 or More
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Communication platform.

    Date: Dec 17 2020
    Summary

    Overall experience is very good. It is simpler, easier and continuously upgrading application.
    Especially after using this application, nothing compares to it.

    Positive

    Some pros are as follows:
    - It is very affordable and I save lot of money and effort.
    - It is best platform for anything I can think of and easily share my ideas.
    - With the help of this application now I can reply instantly.

    Negative

    Maybe a better functionality for the locating features in the mobile app.

    Read More...
  • Reviewer Name: Tejas V.
    Position: VP
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Ultimate CRM software

    Date: Oct 05 2020
    Summary

    Its auto report maker is very good. Customized format of reports also helps the management to draft the requirements as required. It differentiation of leads in various factors helps in coordinating with the clients as per the status. SMS and mail auto themes are pre loaded for fast communication

    Positive

    My Sales team loving this software. Its easy panel helps the leads to organize systematically. Automatic notifications for call/sms helps the sales team to coordinate with the prospects on time and convert into leads. Overall report helps in taking decisions.

    Negative

    Online version sometimes load in time and update are not so frequent.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Customer relations and Marketing Specialist
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Zoho CRM, Best for Sales CRM

    Date: Nov 11 2020
    Summary

    We are highly dependent on Zoho CRM for our sales and customer relationship management. We loved its ability to manage multiple sales opportunities on one page. Overall, it's a great platform.

    Positive

    For customer relationship management no other tool is better than Zoho CRM. The setting up method was very easy. It's easy to use, offers deep sales and lead analytics, list prospect view, easy to locate sales opportunity, and offers one of the best dashboard in CRM tool.

    Negative

    Never encountered any major problem with Zoho CRM.

    Read More...
  • Reviewer Name: Aaron R.
    Position: Realtor
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Gets the job done!

    Date: Dec 11 2020
    Summary

    While testing out Zoho, I was a fan. It's definitely more affordable than other CRMs but it doesn't have as many functions as others. Still a great option.

    Positive

    Being in real estate - CRMs are how we run our business. Zoho is relatively simple to learn and a great way to stay organized with all of your contacts. The pricing is fair too.

    Negative

    It could be a little more user friendly and attractive, but it is still a great program.

    Read More...
  • Reviewer Name: Anirudh S.
    Position: Operations
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Simple and Best CRM software in emarket

    Date: Aug 20 2020
    Summary

    Well connected with other software and download the reports in less time. Sync all the enquiries, their distribution, their status helps the management to take the necessary decisions, and systematically arrangement of data helps in coordination within the teams.

    Positive

    Zoho in its brand also launched Zoho CRM for managing the leads, enquiries and sales in better manner. Its interface helps the exeecutive to distribute the leads among the team and hierchies to help to coordinate further. Its notification via sms and email also help in triggering the right call to right customer.

    Negative

    Offline version requested as internet is mandatory to sync the data.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Operations and Marketing Analyst
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy, Effective and Inexpensive CRM

    Updated: Nov 01 2020
    Summary

    Zoho CRM gives the power to grow your business on the very first day. This platform is very responsive and easy to use. Suitable for any size or category of business.

    Positive

    Zoho CRM enables the structural board to manage from top to bottom of sales engagement.
    - Easy to reach clients using its integrated email solution.
    - Gives the best view of the sales pipeline and lead information.
    - User interests and marketing performance analytics.
    - In minimum effort, it helps to improve sales and relationships with customers.

    Negative

    Creating a client call module is a bit long process.

    Read More...
  • Reviewer Name: Vinod S.
    Position: Proprietor
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Zoho

    Date: Sep 20 2020
    Summary

    Like I said earlier overall the system if good but there is room for improvement in certain areas within the system.

    Positive

    Overall it's a very good CRM system, which has many useful features however, there are are areas which could be improved in the system. The notifications on each event is a good feature.

    Negative

    Sometimes unable to import or export leads as the file becomes corrupt, also e-mails that are generated via Zoho gets listed as spam by mail filters

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Manager of Organizational Development
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Our favorite CRM software

    Updated: Oct 07 2020
    Summary

    Incredible CRM! With this solution, you can build a healthy relationship with customers. Zoho CRM provides vital information about customers which helps to boost customer relationships. We highly recommend Zoho CRM software.

    Positive

    Zoho CRM is an incredible tool for small and mid business. You can easily analyze and interact with existing customers. It helps in targeting specific users and their needs. The lead capture and campaign management work as expected.

    Negative

    I need little improvement in its customer data page for proper analysis.

    Read More...
  • Reviewer Name: Tauseef S.
    Position: Full Stack Developer
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Helping hand for small businesses

    Date: Dec 03 2020
    Summary

    Overall it gives a lot of ease to handle the business like a virtual manager, kind of a full package which a small business with fewer employee needs.

    Positive

    It is quite helpful for a person like me who doesn't know about database management systems, this application helps them a lot, with clear and sound user interface it manages the database of client for you.
    Moreover it also provides analytics of business on the internet, review and emails.

    Negative

    There are only few applications which don't have any major cons in them and ZOHO is one of them.

    Read More...
  • Reviewer Name: Robert S.
    Position: Assistant Principal
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Zoho

    Date: Nov 18 2020
    Summary

    I would highly recommend Zoho to other teams looking to increase efficiency and make data informed decisions. We have had great success and I look forward to our continued high results.

    Positive

    I liked the user interface and the ease of implementation that comes with installation. My team was able to get up and running very soon with minimal interruptions.

    Negative

    I liked everything about Zoho. Typically, there is something that is a red flag, but not with this. I've had great results!

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Consultant
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Robust with tracking leads and opportunities.

    Date: Jul 06 2020
    Summary

    Great customer support with Zoho CRM.

    Robust with tracking leads and opportunities.

    More reliable with email marketing.

    Positive

    Easy to track the leads and opportunities.

    Effective software with email marketing.

    Integration is more effective.

    Negative

    Reliable software with tracking leads and opportunities.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Account Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy to use and easy to implement

    Date: Sep 12 2020
    Summary

    I am very happy overall with how smoothly our implementation went. I would recommend people looking into this to start out with the free version to get a feel for the features and user interface.

    Positive

    The Zoho team gave us good insights in their welcome/training session. My biggest concern was implementing it might be a difficult task but it turned out to be rather simple. Importing our leads into it was a breeze. We were able to set up our team and workflows very smoothly as well. There is also a lot of training material that is available on their help page.

    Negative

    Not a fan of their mobile app. On my phone it frequently closes or crashes for no reason. Also the support is not available over the weekend.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Senior Project Manager
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Advanced CRM!!

    Date: Nov 03 2020
    Summary

    Zoho CRM gives a great ability to you for managing customer relationships. The dashboard is excellent gives, great management to manage leads, sales and marketing.

    Positive

    Zoho CRM is an advanced CRM that gives us easy to approach every lead indication directly from its dashboard. It increases the transparency between marketing and sales. My favorite thing about Zoho CRM is its ability to increase the conversion rates.

    Negative

    The emailing and lead capture from emails are not reliable.

    Read More...
  • Reviewer Name: Bryce W.
    Position: CEO
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great CRM Software

    Date: Oct 25 2020
    Summary

    Zoho allows me to get clients and manage them effectively in one intuitive UI interface and platform.

    Positive

    I have tons of clients and this software lets me manage them effectively, while being as productive as possible.

    Negative

    Not many cons are here, other than having some competitors.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Accountant
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Most convenient with customization

    Date: Jul 18 2020
    Summary

    Cost effective and reliable with customer support.
    Effective with improving business process.
    The customer support is good.

    Positive

    Great and easy to customize.
    Reliable for improving business process.
    Intuitive user interface.
    Integration with Outlook is very convenient

    Negative

    For now i have no any complaint for it's very user-friendly and cost effective.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Technical architect
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Approach Potential Customer

    Updated: Oct 29 2020
    Summary

    The overall ability of Zoho CRM to manage leads and relations is fantastic. We liked its streamline structure to perform CRM activities. The experience with this platform was great.

    Positive

    Zoho CRM brings the best sales lead management CRM, which allows my sales and marketing team to easily approach potential customers. The functions it provides are perfect for our needs. The UX is simple and appealing.

    Negative

    We are using this solution for a long time. Never encounters major cons.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Software Engineer Director
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Searching for reliable CRM? Zoho CRM is the best option

    Updated: Aug 27 2020
    Summary

    If you searching for reliable and simple CRM then the Zoho CRM is the best option to select. It gives everything from Contact management to sales. It enables the great option to business to attract and make your loyal customer.

    Positive

    It provides every aspect of Customer Relationship Management to drive customer engagement.
    The user interface is excellent.
    Zoho CRM helps to make an easy connection with customers.
    Wonderful insights and reports.

    Negative

    No cons in my experience. I will update if I face any.

    Read More...