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How do I use the Zoho CRM API?
Zoho CRM includes four different API types for different purposes: REST APIs to integrate Zoho CRM with third-party applications, bulk APIs to export and import data in bulk, notification APIs to notify users when a change is made within Zoho CRM, and query APIs to fetch records from Zoho CRM using SQL syntax.
Is Zoho CRM really free?
Yes, Zoho CRM is free for up to three users with the ability to store up to 5,000 records. The paid plans support more users and contact records and offer a range of advanced features such as email insights, scoring rules, multiple pipelines, custom fields, prediction and artificial intelligence, custom reporting, data enrichment, and more.
Does Zoho CRM integrate with QuickBooks?
How do I export contacts from Zoho CRM?
Contacts can be exported from Zoho CRM in CSV format, with a limit of 3,000 records. Navigate to the "Setup" menu, click "Data Administration," and then "Export." Select "Contacts" from the drop-down list, and click "Export" to download the CSV file. Leads, accounts, deals, campaigns, tasks, and other modules can also be exported in this way.
How much does Zoho CRM cost?
Zoho CRM offers a free plan and four paid plans. Pricing starts at $20 per user per month for the Standard plan. Zoho CRM also offers discounts for annual billing. See more pricing information and plan specifics at https://www.getapp.com/customer-management-software/a/zoho-crm/pricing/.
How do I add a signature in 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.
Typical customers
Platforms supported
Support options
Training options
Starting from
20
/user
Per month
Starting from
0
Other
Value for money
4.3
/5
6.2K
Starting from
20
/user
Per month
Value for money contenders
Functionality
4.2
/5
6.2K
Total features
210
25 categories
Functionality contenders
Overall Rating
4.3
/5
6.2K
Positive reviews
3K
2.1K
740
164
71
Overall rating contenders
Robin B.
Owner/ Teacher
Music, self-employed
Review source
Transcript
Robin B.: Hi, my name's Robin. I am a music educator, and I own my own business. I would give Zoho CRM...
Ramin (Remi) S.
Marketing Associate
Retail, 11-50 employees
Review source
Transcript
Ramin S.: Hi, my name is Ramin. I'm a Senior Product Marketing Specialist in the tech industry, and I...
Henry G.
Marketing and Advertising, 51-200 employees
Used daily for 2+ years
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In my organization we need to have access to our customers' information, anywhere, so we think we should migrate everything to Cloud, and Zoho helped us to do it quickly and easily.
Easy, everything is everywhere, easy to access even from the cell phone, it is incredible that all the information is online. It helped me a lot not to depend on sitting in the office to work.
It can be adapted for all companies, however for Latin America and certain information such as the NIT field that is not found but solve it by generating an alphanumeric field
Faruk A.
Computer Software, 1-10 employees
Used daily for 2+ years
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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.
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,...
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.
Mohammad Iqbal S.
Information Technology and Services, 201-500 employees
Used daily for 2+ years
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We use it effectively across our sales team. Very user-friendly, informative, and useful CRM. It helps to nurture the lead efficiently and keep the progress updated.
Really a great CRM with all the required features for sales. Easy to use and trace the progress with leads.
Pipeline management could have been better. Can add features where we can get our own drafted reports to analyze the team's performance.
Verified reviewer
Computer Software, 51-200 employees
Used daily for 2+ years
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The benefits this software provides is nothing more than any other CRM available. Keep records of your accounts, logs of communication, track your sales pipeline, etc. etc.
The CRM is easy to use. Unlike other CRM products, with Zoho you don't have to be an expert to get started. The interface is clean and easy to use. It doesn't have all the insane features that other products have, but that is what sets Zoho apart because they are trying to keep it simple for small businesses.
There's too many issues with this product to even begin listing. The application is buggy. I started reporting bugs to their support department but they occupied too much of my time and would remote into my computer and repeat the same steps over and over again, expecting a different result. I gave up on reporting issues. They don't even care to fix them anyways. The support is extremely poor. I'd...
Verified reviewer
Information Technology and Services, 11-50 employees
Used daily for 2+ years
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1. Ease of Use2. Effective Lead Management3. Helps track leads and potentials and helps in growing the business4. Contact Management5. Easy third-party integration
There is hardly anything which I don't like about Zoho CRM.