(855) 210-9106

Need help deciding? Call us.

(855) 210-9106

Need help deciding? Call us.

Overall customer rating:

Overall customer rating:
 (34)
 (23)
(34)
(23)

Recommended by:
Recommended by:

94% of users

93% of users

94% of users
93% of users

Operating systems:
Operating systems:
  
  
  
  

Mobile compatibility:
Mobile compatibility:
  
  
  
  

Deployment:
Deployment:
 
 
 
 

Target customer size:
Target customer size:

Price:
Price:
    
    
    
    

Demo:
Demo:
 
 

Most positive review:
Most positive review:
Most positive review:

“Email transparency, Google Mail/Apps integration, easy project management, great data structure ... and a very non-invasive interface have had an incredible impact on our business. The constant updates and new features have further improved our capabilities over time.”

- Luke Freiler, Centercode

“This software is so robust, inexpensive and has so many additional modules that can be added on.”

- Jody Johnson, ActionCOACH Team Sage

Most negative review:
Most negative review:
Most negative review:

“The support model is terrible. ... The reporting element of this platform is dire. It’s very difficult to get meaningful information, even on simple things like the value and weighting of your future pipeline. … Furthermore, the integration to email only seems to work on Google Calendar or the very latest Exchange 2013.”

- Will Barnett, Shapecast

“Functionality is lacking. The interface is bland and efficient mass updating is nonexistent.”

- Mark Ventriglia, Nexaweb, Inc.


Pricing

Pricing

How it's priced:

How it's priced:
How it's priced:
 
Cloud deployment: Monthly or annual subscription fee for each user login; discounts for annual subscribers. Free edition with limited applications also available.
Cloud deployment: A monthly subscription fee is paid for each user login.

Contract term:
Contract term:
Contract term:
Subscription renewed monthly or annually.
Cloud deployment: No contract required.

Upfront costs:
Upfront costs:
Upfront costs:
Additional fees for optional training services provided through partner. If you purchase at least three licenses, users have access to the customer success team, which offers phone-based onboarding sessions at no additional costs.
Fees apply for professional implementation services provided through a Zoho partner. These services include special integrations, customizations and data migration and de-duplication. Costs vary significantly depending on customer needs.

Recurring costs:
Recurring costs:
Recurring costs:
None, beyond subscription fees.
>No recurring costs beyond annual or monthly subscription fees.

What does it cost?

Marketing automation:

Marketing automation:

Sales automation:
Sales automation:

Customer service/support:
Customer service/support:

Call center:
Call center:

Social CRM:
Social CRM:

Web self-service:
Web self-service:

Lead/opportunity management:
Lead/opportunity management:


Ease of use

Ease of use

Overall rating:

Overall rating:
 (34)
 (23)
 (34)
 (23)

Most positive reivew:
Most positive review:
Most positive review:
 

“It makes my transaction management seamless. The ability to manage my notes, contacts and each project with an Activity Set keeps my ‘i's’ dotted and ‘t's’ crossed.”

- Andrew Sutton, Keller Williams Realty

“It's easy to use, can accomplish most all sales functions and is constantly being enhanced by the developers at Zoho.”

- Jon Porreca, A1 Energy
 

Most negative review:
Most negative review:
Most negative review:

“Setup is little confusing, as [it] is with most CRM solutions. Insightly [user interface] is a little stark and not as engaging as other platforms.”

- Patrick Pined, Tisano, LLC

“Since it is so customizable and full of functions, it can be a little difficult to set up, so you will need to make sure someone on your team is tech-savvy enough to handle it.”

- Anthony Johnson, SpiralOut Consulting LLC


Support

Support

Overall support rating:

Overall rating:
 (34)
 (23)
 (34)
 (23)

Most positive review:
Most positive review:
Most positive review:

“Wonderful customer support; always reach a live human [who is] knowledgeable about the product, ... can solve issues and help us tailor the tools to meet our needs.”

- Patrick Pined, Tisano, LLC

“The Zoho support team is great. Very quick response, professional and courteous. They care, and it shows.”

- David Margolis, VoterVoice

Most negative review:
Most negative review:
Most negative review:

“Support is via email only—you need to manage your expectations about response time.”

- Tom Cooper, Bright Hill Group, LLC

“Sometimes, it can be difficult to get customer support to understand what our problem is, and their suggestions to fix it are not helpful.”

- J Lee Harshbarger, Sterling Academy

Phone support:
Phone support:
Phone support:
Not offered.
24/7 toll-free, worldwide phone support is included in the subscription fee for “Standard,” “Professional,” “Enterprise” and “CRM Plus” plans.
 

Online case submission:
Online case submission:
Online case submission:
Included in subscription fee.
Online case submission with two-day response time is included for all editions.  Faster response time (within 24 hours) is available for “Standard,” “Professional,” “Enterprise” and “CRM Plus” plans.
 

Online support options:
Online support options:
Online support options:
Help website and knowledge base, including instructional videos and webinars, included with subscription fee.
A help website, knowledge base and community is available to all customers. Access to a customer self-service portal with the ability to track support requests is included with “Professional” and “Enterprise” editions.

Training:
Training:
Training:
“Getting Started” online catalogue and other training resources included in subscription fee. Additional training through partner can be purchased.
A “Getting Started” online catalogue and other training resources, including webinars and online courses, are available for free to all customers.