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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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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.
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.
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.
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 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 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.
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.
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.
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.
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.
Randy Tucker, Business Management Professional, Sales/Operations & CRM Consultant; CTO
As a software consultant/value added reseller I have worked with ZohoCRM now for a few years. It has been a popular CRM software for those wishing to have a low cost SaaS product for their sales and marketing. Zoho CRM has add-on features available to cover many other business needs.
Pros: Low cost in comparison to many others. Seems intuitive to use.
Cons: Not enough depth in many areas. I found that one gets enough features to be sold but once implemented, the depth of the features and expandability seem a bit limited.
Ease of use
Value for money
Jenni Lawrence, Chief Operating Officer at SECO, Inc.
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 base with and where the conversation was left while we were not in pocket.
Pros: -Ease of customization tailored to your individual business needs and requirements. -All your emails for all of your team in one place. -All contact info updated and kept in one central location. -Syncs with JotForm, so new forms can update information on your contacts.
Cons: -Our iPhone app, Android app, iPad app fails to sync with the server. We are currently having to do everything on the desktop website. -I wish there was a way to sync account info with a contact. Once a Lead is changed to an Account and Contact...(all leads are split to create both when they're converted, which is nice!)...but once it is changed, anything that you change on the account, you also must change on the contact. -Quickbooks integration is no longer supported. -We cannot get inventory to sync with our inventory system, either.
Ease of use
Value for money
Digital Marketing (Computer Software company, 11-50 employees)
It's a CRM, but it really does take the fun and life out of doing sales. The interface is very dull and over complicated. The ease of use...well it's not so easy.
Pros: Great price and great for templates and sending out mail.
Cons: The experience of using this CRM, the UI is not very pleasant.
Ease of use
Value for money
Jennifer R Glass, Electronic payments expert & strong marketing professional and your go-to person for all your payment needs
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 systems that can handle my needs. I first signed up with HubSpot to use their CRM system and I loved their Sidekick program that allowed me to see who opened my emails that I sent them. But their CRM is limited and so I asked a number of clients, friends and family for recommendations on the CRM they use and many small businesses came back with Zoho's CRM platform. The system is great and has many add-on modules that are either inexpensive or free to add to your account helping with your business. From being able to see the social brand strength on your social networks to being able to monitor tickets and other essential business tools, Zoho has you covered.
Pros: social monitoring tools, ease of use
Cons: Getting started is not so easy
Ease of use
Value for money
Krishna van den Brule, Emprendedor y Consultor
I use Zoho in one of my companies and i only can recommend this app. Zoho has done a great job integrating a lot of really great features for very few dollars. It has a lot of integrations and works great.
Pros: Great Features Great Integrations Little price
Cons: Some features are a little technical for new users
Ease of use
Value for money
Hi, Glad Zoho CRM works great for you. We are working on giving new users better documentation to help with the technical features. We are sure they will do well in addressing your problems.
Carlos Molina Artigot, VP Innovación at IZO / Profesor de Customer Experience & Social Media en ICEMD/ESIC
We have used different CRM and despite the capacities, most of the success is based on a proper configuration and a good implementation and cultural change. We are very happy with Zoho CRM as it has more than enough functionality and flexibility to adapt to your business and yet a very accesible price for this range of products
Pros: Value for money Advanced functionalities
Cons: More difficult to hire people with previous expertise with the tools than with other market leaders
Ease of use
Value for money
Great! Glad Zoho CRM is working for you. We have tried and are constantly striving towards making the Zoho CRM user-friendly and easy to adapt for people who have previous expertise with other tools in the market. We believe new users will be easily able to adapt to Zoho CRM.
A verified reviewer
Not so excited about the tool in general . Lots of startups seem to use it as it has 10 free users. The logic on how past conversations are displayed I find less than helpful. Structured by contact which, if you don´t know who the last contact was with is just digging in the sand. Overall OK if you have the budget for the big guys I´d go for them, if you don´t Zoho does the trick.
Pros: 10 free users Easy entry for small organisations integration with Gmail
Cons: past email conversations with contacts feature is not ideal very, very pale appearance, GUI could work with a bit more structure and highlighting
Founder and C.E.O. ( company, 11-50 employees)
Zoho CRM is a good tool if you start your business. Fast and intuitive. It is also very flexible. the way fields and rules can be programmed makes it perfect to save countless hours of development. My conclusion is * Good for small businesses with little to no dev capacities * Good to start functionalities or a business but if you can plan on a combination Zoho/homemade * Pros: Fast, easy, flexible, cost efficient at small scale * Cons: 1) Not open enough at the data level. They want you to "zoho everything" and some of their tools are not very good. You are better off dong the standard things with Zoho and the custom things with your own application but data sync is not always good and gets expensive 2) Their customer service chat is full of nice people who have no real problem solving training. IF you have no developper: It might simply be your best option because you will go pretty far for a very reasonable cost If you have developpers, then starting with Zoho is a good option because you will figure out exactly what you want before you actually program it. I would recommend you build your own platform in parallel and very soon after you start. It's goal should be to make you the owner of your data and to "make up" for what zoho lacks. Making your platform and zoho work together will soon require that you get more users (because of the limit in data transactions imposed by zoho) that you get a zoho report accounts etc
Pros: * Good for small businesses with little to no dev capacities * Good to start functionalities or a business but if you can plan on a combination Zoho/homemade
Cons: 1) Not open enough at the data level. They want you to "zoho everything" and some of their tools are not very good. You are better off dong the standard things with Zoho and the custom things with your own application but data sync is not always good and gets expensive 2) Their customer service chat is full of nice people who have no real problem solving training.
COO, Nubera (GetApp); Managing Vice President, Gartner (Information Technology and Services company, 5001-10,000 employees)
We started our company a few years ago and decided to implement Zoho CRM right from day 1 to give our sales force a tool to manage their leads and sales opportunities. The set-up proved to be easy and the integration with google apps was a plus so we could sync up our emails and see them directly inside the CRM. The new forecast tool helped us to organize our team in sales territory and assigned to everyone their personalized goal. We also gave access to a few of our mobile user to the iPad app (comes at an extra cost unfortunately) The nice thing about it is that you can navigate off line (all the data can be synced) The company has grown now significantly and we start to see the limitation around building workflows and customizing rules. Support is OK if you are on the enterprise version. Free version obviously does not come with much support besides the online forums
Pros: Price to get started Google Apps integration Get the job done Integration with other zoho services
Cons: Paid mobile access not very fun to use (UI could be much better) Limited capabilities to manage complex territories and sales team
Don't bother calling into the support line. After holding for 10 minutes a recording comes on to leave a message. Once you do this hang up and forget about them ever returning the call. Try again in a few weeks and wait some more. Only redeemer is it is only $12 a month and works good enough. Still waiting for a call back from January and February of this year.
Pros: only $12 a month and works good enough
Cons: Still waiting for a call back from January
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