Zoho CRM

RATING:

4.29

(6251)

About Zoho CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for urgency and can display relevant statistics or documents when performing searches. Users can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, emai...

Zoho CRM Pricing

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).

Starting price: 

$20.00 per month

Free trial: 

Available

Free version: 

Available

In-built Analytics tool
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Zoho CRM Reviews

Overall Rating

4.29

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4.5

Functionality

4

Most Helpful Reviews for Zoho CRM

1 - 5 of 1,964 Reviews

Matthew

51 - 200 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed February 2021

Great product for SMB companies

User Profile

Shawn

Verified reviewer

Information Technology and Services, 11-50 employees

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2020

A CRM for the Masses

Overall, I would strongly recommend ANY business to try it out. Check out the free version and you'll still get a lot of value out of it. Their Paid versions are absolutely worth it. We started off with a Free version and then graduated into 3 Pro Users and it was a great experience. The Customer Support Team is EXCELLENT and they really spend the time with you to get you up and running and will offer other real-world examples. I feel they really want their product to work so they're dedicated in assisting even the novice amongst us.

PROS

This is a very low-cost CRM for Small Businesses that are interested in tying out to see if this can really work for them. It beautifully and seamlessly integrates with Outlook and you can use ZohoCRM for most (if not all) your communications with clients and prospects. The interface is easy to understand and you can get most things done intuitively.

CONS

Extracting out a list of all your prospects/customers into ONE Excel sheet became a painful experience because as simple as we assumed it to be it actually become fairly cumbersome. Maybe we didn't have the in-depth experience.

Reason for choosing Zoho CRM

Zoho was just way simpler to implement and launch. We literally started working on it on day One.

Reasons for switching to Zoho CRM

Dynamics CRM was just too HUGE and complicated. So was Salesforce. I feel those Enterprise CRMs rely on hiring a team to work out the operational logistics and create their dream-CRM from scratch. Zoho had so much out-of-the-box. THAT truly won us over.

User Profile

Faruk

Verified reviewer

Computer Software, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2020

It delivers what's promised

It is good. You get what you pay. I like the software and it is easy to use. I think it makes sense having a CRM consultant before setting it up at the beginning to make sure that you don't need to migrate things, and also it may help you optimise your costs.

PROS

I've used Zoho CRM for almost 5 years and I've witnessed its evolutions during those years. I think it is an overall good tool for small to mid sized companies. I enjoyed the flawless marketing automation feature, especially when a new lead comes in from a web form, it immediately adds it to the CRM. The system can recognise the lead if there was a past interaction. Once the lead is in the system, you can enrich the data by populating all the data fields and you can customise new data fields according to your needs. I find it pretty easy to arrange for all departments in the company. I mostly used it as a part of my daily tasks at sales team. I was able to manage my leads and track the progress. We didn't really use it for any campaigning but mostly as an overall CRM. The reporting section is pretty good and I enjoyed the customisation. It actually offers more than average needs of a salesperson. Recently, they made new integrations and also adjusted the performance - in the early times, it was a bit slow but they fixed it.

CONS

Zoho CRM seems to be a mid-segment tool when it comes to pricing at first sight. However, if you want to expand the tool with more features/add-on, you may need to pay additionally for them. It increases the cost. At the end of the day, for a large company, it might be as pricey as enterprise CRM solutions. You need to make sure about your needs before you set it up for your organisation to make sure the cost meets with your expectations. The UI can be improved and be more user friendly.

Reasons for switching to Zoho CRM

The team found Dynamics too complicate to work on. It wasn't a user friendly UI.

Samson

Marketing and Advertising, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed May 2023

Importance of Zoho

PROS

Comprehensive Solution: Zoho offers a comprehensive set of business applications that cover a wide range of business needs. By using Zoho, businesses can consolidate their various software and tools into a single platform, which can increase efficiency and reduce costs.User-Friendly Interface: Zoho has a user-friendly interface that is easy to navigate, making it accessible for users of all technical abilities. Additionally, Zoho's customizable dashboards allow users to quickly access the data and features they need, further increasing efficiency.Affordable Pricing: Zoho's pricing plans are affordable and scalable, making it accessible to businesses of all sizes. The free plan allows businesses to get started with the platform at no cost, and the paid plans offer more advanced features and functionality.Integration Capabilities: Zoho integrates with a wide range of third-party applications, such as G Suite, Mailchimp, and QuickBooks. This allows businesses to easily connect Zoho with their existing tools, further streamlining their operations.Security: Zoho's platform is secure and compliant with industry standards such as GDPR, HIPAA, and SOC 2. This ensures that businesses can trust Zoho to handle their sensitive data.

CONS

Recrutiment features i find that we cannot find a cream candidates from zoho.

Reason for choosing Zoho CRM

Because of Customer reviews.

Heather

Medical Devices, 2-10 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed April 2023

Zoho

PROS

Price point and automated sales pipeline

CONS

Importing data was not easy as there was not enough space for notes from another crm.