Zoho CRM Pricing, Features, Reviews & Comparison of Alternatives

Zoho CRM Reviews

Zoho CRM

Multichannel CRM for businesses of all sizes

4.11/5 (334 reviews)
104,627     33,881

Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.

Sales Force Automation:

Zoho CRM's Sales force automation solution helps you to track leads, prospects, business opportunities and close more deals in less time. Additionally, you can effectively use the existing customer data for future up-selling and cross-selling opportunities

Marketing Automation:

With the Zoho CRM marketing automation, you can effectively plan marketing activities, improve the quality of leads generation process. Additionally, you can measure the performance and effectiveness (ROI) of campaigns.

Customer Support & Service:

Zoho CRM's Cases and Solutions functionality empowers you to streamline the organization-wide Customer Support process and enable a better integration between Sales & Customer Support processes in a single system.

Inventory Management:

Zoho CRM Inventory Management helps you to achieve the seamless integration between pre-sales and post-sales activities in a single application. In addition, you can also track procurement of goods or services from the preferred list of vendors.
www.zoho.com

Zoho CRM Reviews (334)

Most positive review

 Zoho Gives You So Much Room To Tailor for Your Individual Business Needs!

We have LOVE LOVE LOVED Zoho. It has kept our team current with what each person has done with an account. It also has enable us to work more efficiently while we are not in the office. It sure saves us having to call a meeting and tell everyone on our Team what we've done, who we've touched ...

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Reviewed 21st of April, 2016 by Jenni Lawrence

Most critical review

 Using a CRM platform to manage your business

Getting started is not so easy. In my business, I started using Microsoft's Office suite of products to manage my customer base. Then I started using QuickBook's customer center's system to manage client information, but neither of those solutions really helped. I then started looking online for ...

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Reviewed 2nd of December, 2015 by Jennifer R Glass

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Zoho CRM Category Leaders

Reviews
Integrations
Mobile
Media
Security

#2 in CRM

View full ranking
78
16
17
17
16
12

#2 in Sales Management

View full ranking
78
16
17
17
16
12

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Zoho CRM Screenshots (6)

Zoho CRM screenshot: Activities Kanban ViewZoho CRM screenshot: Dashboard - Choose what you want to view when you login to your accountZoho CRM screenshot: Dashboard- scroll and you can add more components to your home screenZoho CRM screenshot: Over 12 kinds of reports. Choose how you want to view themZoho CRM screenshot: Revolutionary email inbox for salespeople free on requestZoho CRM screenshot: Share news and receive updates from colleagues within CRM via Feeds

Security and privacy

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

Yes
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Specifications

Intended Users
Freelancers, Large Enterprises, Mid Size Business, Non Profits, Public Administrations, Small Business
Devices Supported
Android, iPhone-iPad, iPhone, iPad, Web-based
Supported Countries
Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States
Supported Languages
Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English, French, German, Italian, Japanese, Polish, Portuguese, Spanish, Swedish, Turkish
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

Zoho CRM Pricing

Starting from: $12.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

Free Edition (CRM for entrepreneurs) - 10 Users Free.

Standard Edition (Sales tracking for Small Businesses) - $12/user/month.

Professional Edition (Complete CRM for any SME) - $20/user/month.

Enterprise Edition (CRM for multi-level organizations) - $35/user/month.

Competitors Pricing

Pipeliner CRM

Starting from: $8.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

PipelineDeals

Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Less Annoying CRM

Starting from: $10.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Users who visited Zoho CRM also visited

Key Features of Zoho CRM

  • Sales Force Automation
  • Marketing Automation
  • Customer Support & Service
  • Inventory Management
  • CRM Analytics
  • Workflow Management
  • Role-based Security
  • Developer API for Third-party Integration
  • CRM with Email
  • Integration with Microsoft Office & Outlook
  • Document Library
  • Reports & Dashboards
  • Mass Email
  • Social CRM
  • Workflow Approval Processes
  • Custom Modules
  • Multiple Currencies
  • Gamification

Benefits

- Save over 60% of your current CRM Costs migrating to Zoho.

- Track sales & marketing centrally

- Modular and easy to use

- No data lockup, export data at anytime

Alternatives to Zoho CRM

GetApp Analysis

Zoho CRM is a Customer Relationship Management (CRM) solution that works with a business's existing email. Because Zoho CRM is cloud-based, no setup is required and it can be accessed from anywhere, using computers or mobile devices.

Using Zoho CRM, businesses can generate and track leads, manage tasks, and follow the entire sales pipeline directly in the app. This allows team members to work collaboratively, accessing up-to-date information on each lead.

What is Zoho CRM?

Zoho CRM takes over the administrative work, letting sales teams focus on what they do best: selling. Using provided forms, Zoho CRM users can generate leads from their existing websites and populate their Zoho CRM databases automatically.

Workflows let administrators set up actions to be executed when certain criteria are met. This gives businesses control over how leads are handled.

Main Features

Lead Management

In the Leads module, professionals can see a list of leads, along with relevant contact information. These leads can be filtered by All Open Leads, My Leads, Today's Leads, Converted Leads, Unread Leads, and My Converted Leads.

In addition to manually entering a new lead into Zoho CRM, businesses can import existing leads from an Excel spreadsheet. Leads can be connected to a Lead Owner, who will be listed in the system as the primary team member responsible for that client.

Tasks

Tasks appear on the dashboard in a list, showing users items that needs to be attended to immediately. A salesperson can click on the task to go directly to that lead's section in order to make contact. Once the task is closed, it will no longer appear in the list of open tasks on the dashboard.

Meetings can be scheduled directly within Zoho, along with setting up a notification that will remind the user of the meeting at a designated time. A lead can also be converted into a contact from the task screen.

Workflows

Workflows put businesses in charge, letting them automate tasks. Similar to the rules set up in email software, Workflows let users set up an action (i.e. sending an email) and an event that should trigger that action (i.e. a new lead is added to the system).

Tasks can also be automated using Workflows. Each time a new event occurs, Zoho CRM can be set to automatically deploy a new task, assigning it to a specified user. The user can also be sent a notification each time a new task is automatically assigned to him or her.

Lead Follow-Up

Emails can be generated directly within the Zoho CRM interface. A user merely navigates to the Leads module, checks the box of each lead who will receive the email, and clicks "Send Email." The user can then choose from a list of previously created templates to send a professional email to a group of leads.

All emails are listed on the dashboard in the Email section. From here, users can respond to emails, schedule meetings, convert the lead to a contact, and more.

Email Integration

Zoho CRM can integrate with a business's existing email environment, allowing for easy sharing of email information between users within an organization. Using its server information, a business can pull email accounts into Zoho CRM within minutes.

Once email has been integrated, users can access new messages and reply them from directly within Zoho CRM. A list of all emails will be available under each lead's information.

Integrations

In addition to email integration, Zoho CRM can connect to many apps businesses use each day. Zoho CRM cleanly integrates with Microsoft Outlook, Microsoft Office, PhoneBridge, and QuickBooks.

Zoho CRM for Google Apps take the software beyond simple email integration. Using Zoho's API, developers can customize Zoho CRM to work as a business requires.

Pricing

For up to three users, a free plan includes all of the basic features of Zoho CRM, with up to 5,000 records. A standard plan that adds sales forecasting, reporting, and more is available for $12 per user per month, while a plan that includes email integration costs $20 per user per month. An enterprise version for multi-level organizations is available for $35 per user per month.

Bottom Line

  • Lead generation through a business's website.
  • Track all activity associated with a specific lead.
  • Email integration allows all communication to be managed in one place.
  • Workflows allow actions to be triggered by specific events.
  • Tasks help businesses ensure tasks are completed.

Videos

Anonymous
Business Solutions Manager Sydney (Market Research company, 11-50 employees)
Verified Reviewer

Very customisable and versatile CRM

23/03/2017

Finding this very helpful, once it is setup definitely saves you a lot of time, not having to manually post each Twitter post. It is a very customizable tool with and great that it offers a free trial.

Pros

Lots of customization options available. It has the potential to save business a lot of time, once everything is set up.

Cons

Like any app or tool, it can take a while to get familiar with its capabilities. Takes a while to get to learn how to use the bulk upload tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Monthly

Recommendations to others considering Zoho CRM

Take advantage of the free trials

Source: GetApp
Helpful?   Yes   No
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Anonymous
Director of Finance and Operations (Computer Software company, 11-50 employees)
Verified Reviewer

Great Value

16/03/2017

Zoho CRM is a great value. You get a very useful CRM that provides flexibility when coupled with their commands written in Zoho CRM's language. The only drawback is that they don't have an user reference field.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
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Christoforos Aivazidis

The best crm for a small or medium company

14/03/2017

Pros

It has a free version You can set it up in minutes , very quickly Use it from any ware , it is on the web

Cons

The support is not responding very fast and this might be an issue sometimes. The pro version might cost you more than other payed crm.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Anonymous
General Manager - IoT Solutions (Information Technology and Services company, 11-50 employees)
Verified Reviewer

Good CRM but terrible support

10/03/2017

We are using Zoho email, calendar and CRM to run our small startup with 5 active users. I've previously used the full Salesforce.com package in a large multinational. I have to say the Zoho allows me to do the same things that I previously did in Salesforce to a pretty high level. Having said that, I don't think that Zoho is that cheap either, at USD $20 per head per month. That's $1200 per year for 5 people. A necessary evil unfortunately. Part of signing up for Zoho CRM is that they offer a call with one of their support staff to familiarize you with the product. This was a complete waste of time. Fist the call was 20 minutes after the appointed time. The man from India who called me was completely distracted and appeared to be taking other calls (putting his mic on mute) and typing on a keyboard while I was trying to ask him questions. He was very arrogant and rude and a liar. When I pointed out that he was typing instead of listening he denied it. I'd asked him the same question 3 times, and each time he came back with the same nonsensical question to my question. Bad, Bad, Bad. I ended up hanging up and am angry that they wasted my time with such a pointless and empty offer.

Pros

It's a fully functional CRM package for a small enterprise. It is relatively intuitive to use and I like that automatically picks up the emails you send and appends them to the client record, provided you've entered the clients email details.

Cons

The Indian call centre is a disgrace. Worst I've come across and that's saying something. I don't think that the CRM calendar sync's with the email calendar.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10

Recommendations to others considering Zoho CRM

Avoid the call centre at all costs. If you can't work it out yourself, don't bother calling them as you'll just end up angry.

Source: GetApp
Helpful?   Yes   No

Response from Zoho Corp


Hi, I am Jayashree, Quality Manager at Zoho. Firstly, we apologize for the lack for quality support. We assure you that we will look into this and have it corrected as soon as possible.

In the meantime, please do send us an email at support@zohocrm.com with your questions and we'll be happy to assist you with them. You can mark the email to me and I will take ownership to have things resolved for you.

We look forward to hearing from you.

Jayashree
Zoho

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(tj) Tom Herman

Verified Reviewer

Great CRM

06/03/2017

I've used zoho crm in lots of places and find it quick and easy to customize and a good price for the money. Pretty much everywhere I go I drag ZohoCrm along with me.

Pros

easy to use, good features, great API, very customizable.

Cons

none really that I can think of. It's not as good as Salesforce, but a toyota camery isn't as good as a lamborghini either...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
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Tommy Giles

Verified Reviewer

Best CRM for an Insurance Agency

01/03/2017

I've tired all kinds of CRM's and all of them were to expensive or even outdated. The insurance business as a whole is out dated with technology and by using ZOHO CRM we are able to assign prospecting territories, keep our agents from calling over each other when they are cold calling. Track qualified leads. Convert those qualified leads to opportunities and then into a customer = $$$. You really don't know the value of your pipeline until you track it and understand your industries averages. I realized how much money we were losing by not calling people back at the right time to reschedule appointments to close more deals. This is a great product for small growing agencies like mine. Most importantly, every time I add a new user or agent it only cost me $15 a month which I make my money back every month. So don't view this CRM as a liability when it is keeping track of your assets!

Pros

Everything I mentioned in my review.

Cons

It will take a minute to customize the CRM to your agency or companies workflow but when its set up it is awesome!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Zoho CRM

I highly recommend it for the price, usability and overall quality.

Source: GetApp
Helpful?   Yes   No
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Megan McBride

Reliable and affordable CRM

24/02/2017

We've been using Zoho CRM for almost 6 months now. The beginning was very, very rocky. It's tedious to get setup if you have no CRM experience, and while there are How-To guides out there, they aren't very in depth and didn't answer most of the questions we have. The guides cover the most obvious things you can probably figure out how to to do yourself (like adding company details). The more complicated things like setting up work flow processes, are not user friendly and don't have good enough manuals. Once you get setup and running though it's a decent CRM system, and very good for the price. I love their Sales Inbox feature and the way it separates out our salesmen's emails. We also use the Zoho CRM app on our phones and haven't been too impressed. Would love to see that upgraded and improved to better interact with the cell phones and log calls and texts. If you have Zoho Mail or any other Zoho programs already, definitely look into using Zoho CRM for your CRM needs. It's more affordable than some of the others like Salesforce, and has some good features that get the job done.

Pros

It ties in with our Zoho Mail, is very affordable compared to its competitors, and we love the Salesinbox feature

Cons

It's very difficult to setup to get it running at full functionality and the guides aren't in depth enough. The phone apps could be improved to tie in better with cell calls and texts

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Zoho CRM

If you have Zoho apps like Zoho Mail already, then this ties in beautifully and is a great addition.

Source: Capterra
Helpful?   Yes   No
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Chris  George

Zoho CRM Does the Job

20/02/2017

I am very happy with the Zoho CRM so far. I just started my business and wanted a free but stable and effective program to enter sales leads. This program so far is very good.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
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Reed Reimer

Great solution for a small business company

10/02/2017

Zoho is continually improving their platform. I have a three person sales team, and the ease of use makes this a great solution for our company. After trying other platforms, Zoho CRM was the most cost effective for the value they provide. The additions and changes they make help the platform become more intuitive and streamlined.

Pros

Continuous improvements to the platform. Cloud software Mobile Cost effective

Cons

Some bugs Technical aspects for setup

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Zoho CRM

If your company is on a budget but in need of a CRM solution, Zoho is a great answer to that. Being in the cloud is my favorite as I only have to log in from whatever computer or device I'm using to log in and update.

Source: Software Advice
Helpful?   Yes   No
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Rebecca Fauteux

Would highly recommend to beginning businesses

08/02/2017

I've never had a software as easy as Zoho CRM is. It's not like the typical program in its category. Set up is a breeze, it walks you through everything. Whereas most software just starts you on a dashboard feeling lost. You will have a floating icon, which will notify you of your most recent activities and upcoming tasks. This is a great feature if you're a bit absent minded like myself. Adding new documents, contacts, events, etc... has never been so seamless. It takes the tedious processes of other programs out and almost makes it fun to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more

Who is Zoho CRM For?



Zoho CRM has a version for both enterprises and small businesses. Each has its own pricing model, with several options available for SMBs.

The software is geared toward any business that has a need for customer relationship management. Primarily sales organizations will benefit from Zoho CRM's features.

Read the full GetApp Analysis

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