Zoho CRM Pricing, Features, Reviews & Comparison of Alternatives

Zoho CRM Reviews

Zoho CRM

Multichannel CRM for businesses of all sizes

4.19/5 (262 reviews)
83,680     30,702

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

Zoho CRM Category Leaders

Reviews
Integrations
Mobile
Media
Security

#2 in CRM

View full ranking
81
19
17
17
16
12

#2 in Sales Management

View full ranking
81
19
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

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.

View Pricing Plans

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

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

Zoho CRM Overview

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

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

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

Zoho CRM Reviews & Ratings

User ratings

(117)
(98)
(34)
(9)
(5)

Rating summary

Overall rating
Value for money
Ease of use
Features
Customer support

Verified Reviewer

Keeping track of everything with my customer

28/11/2016

I like this CRM because is another app of the suite that can be integrated easily with the other ones that I use, making it more powerfull and complete.

Pros

Easy to use, personalize, learn and teach. According to your business or/and needs, you can start with the free plan but I recommend a pay plan because it has more options like custom fields.

Cons

Cases are not available in the STANDARD edition. Maybe can add this option as an add on.

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

The new edition looks better, more complete and organized. I recommend this CRM. The support is excellent.

Source: GetApp
Helpful?   Yes   No
Read more

Verified Reviewer

Intuitive CRM, get for sales staff!

25/11/2016

This is a very intuitive CRM, everything is where you think it should or would be. Its easy to use, making the whole process easier, I can effortlessly enter and update information while on the phone, keeping the account information up to-date with the latest activates Reporting and checking on sale actives are smile and clear.

Pros

The design and layout, it works well with outlook. and simple to import information from other files.

Cons

The colour plait can look a little "play school" but apart from that its fine.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Zoho CRM

Give it a go, you will be pleasantly surprised.

Source: GetApp
Helpful?   Yes   No
Read more

Verified Reviewer

Zoho CRM - Simple, user friendly yet powerful...

22/11/2016

I've been using Zoho CRM for quite some time now. I have several clients using Zoho RM as well as they did not have a CRM. The set up is quick, easy and user friendly; yet, the app provides everything necessary to stay on top of prospects and ensure nothing falls through the cracks.

Pros

The set up is quick, easy and user friendly; yet, the app provides everything necessary to stay on top of prospects and ensure nothing falls through the cracks.

Cons

I honestly have nothing bad to say about the Zoho CRM

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 recommend Zoho often. The biggest reason is the ease of use and the compatibility to connect with other apps such as Instapage to quickly and easily auto upload fresh prospects.

Source: GetApp
Helpful?   Yes   No
Read more

Verified Reviewer

Cheap Alternative to Salesforce

18/11/2016

I have used Salesforce for years and I still think it is a great product. The problem is it is too expensive for small business owners. Zoho gives me what I need and their support is pretty good. I only have 3 people on our CRM, so Zoho works fine.

Pros

Lead Management Contact Management Task Management Potential Management

Cons

Lead Source is in every object, sort of weird. Will cause scaling issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Zoho CRM

If you don't want to pay for Salesforce or you are trying CRM for the first time, this is a great option. Look at ClickPoint Software for Sales Automation.

Source: GetApp
Helpful?   Yes   No
Read more

Verified Reviewer

Great CRM tool for a Growing Business

16/11/2016

We have been using Zoho for the past 12 months. The tool and the app is a quite effective in tracking activity. The reports are easy to use - especially to understand sales person activity and pipeline. Would prefer more support from the Zoho Support team to help us utilise the tool more effectively.

Pros

Activity tracking and Pipeline management.

Cons

Task management within operations is harder than other tools we currently use. APIs with other databases is hard work so its not integrated with our billing system. training support to utilise all the functionalities lacks. Would love to be on On-line tutorials and self-help monthly training sessions - which will help us use the system better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Weekly

Likelihood to recommend

8/10

Recommendations to others considering Zoho CRM

Good system if you can find your way around using it. Don't expect spoon feeding on how to use the system better.

Source: GetApp
Helpful?   Yes   No
Read more

Verified Reviewer

ZoHo with Fiber Optics Start-up

16/11/2016

This is a amazing software. I have been using SFDC before, and I find ZoHo as a really good tool for a small start-up as we are. All contacts and information, actions, everything you need in one place. Of course you could ask for more such as outlook integration and better collaboration, but so far it serves our needs

Pros

Easy to use, the App for Android works perfect. I am on a free plan right now but we will upgrade as soon as revenue starts to kick in. I like the search and report functions in particular. It is a perfect tool for start-up business. We are a Chinese related firm with operations in China, and there is also a version available in china through a partner company. Otherwise SFDC and other popular CRM tools are blocked in China as of now.

Cons

Not so easy to back-up. Limitations of records seems tight in the free version. Also the integration of email seems difficult. I prefer to write emails, use tasks and schedule in MS Outlook, but I cannot see how it could synch seamlessly between MS and ZoHo

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

Check out the free version first, and upgrade when you see your business grow. If you work for a larger organization than ours, than check how well it works with groups, chat function etc. I am sure it does, but that would be my prio no. 1, when we grow our business to have everyone on the same page, but not everyone need to access all data.

Source: GetApp
Helpful?   Yes   No
Read more
Storage Sales Specialist - Central Region U.S. - Canada (Computer Software company, 501-1000 employees)
Verified Reviewer

Simple, Elegant

15/11/2016

Zoho CRM is a clean, simple, intuitive CRM application with very few limitations. It's extremely affordable and offers similar features to other CRM applications. Zoho allows users to customize their modules, dashboards and templates. If you need a simple but complete CRM application, Zoho is the easy button.

Pros

Modules can be customized. Integration with Outlook is both easy and reliable. You can start with the free version of Zoho CRM and move to paid subscriptions that are appropriate for your needs

Cons

There are no remarkable show stoppers for my needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Zoho CRM

If you need a quality CRM application that is very affordable, Zoho is the easy button.

Source: GetApp
Helpful?   Yes   No
Read more

Verified Reviewer

New in to ZoHo

08/11/2016

New in to ZoHo I had some problems to sort out the connection structures, between the different types like Leads, Contacts etc. Would have helped if I read some info or watched some instructions before diving head in. I like the system. Feels modern. I love the looks of it. Lots of air and white. Not always the restrictions in the layout though.

Pros

The looks. Lots of air and white. Perfect. Unstressful environment! Soft. Almost to slow in the reaction when you save etc, but just almost. Just nice!

Cons

Not always logical to me why (if you for instance make a mistake), if you turn a Lead into Account, you can't undo. Also I can't find the exact same fields for different types. At least not yet. Restrictions in the layouts (some fields I would like not to see, which I have to see) do not apply with the awesome clear looking layout.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Zoho CRM

If you want an easy, good looking tool then have a look at Zoho. I have been working in Upsales before but I like Zoho better.

Source: GetApp
Helpful?   Yes   No
Read more
Corporate Wellness and Business Development Coordinator (Health, Wellness and Fitness company, 51-200 employees)
Verified Reviewer

Zoho CRM makes follow-up and follow-through a breeze!

04/11/2016

I use Zoho CRM daily. Creating 90+ accounts in a year and a half is no easy task. However, Zoho CRM makes it easy to not only stay in touch with all my accounts and contacts, but makes updating information easy. I use the Activity Tasks to assure I never miss a deadline or an opportunity to follow-up. I simply wouldn't be able to keep everything organized if it wasn't for this great 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: GetApp
Helpful?   Yes   No
Read more

Verified Reviewer

It has almost everything

04/11/2016

I tested all the sections of Zoho for my company. I found that most where great. But i feel that it could be better. Especially the quoting and billing side.

Pros

Its a all in one package in a sense Its a great program to reach out to your clients through social media, customized email and automatic emails. Its great to manage leads.

Cons

It doesn't have an option in billing and quoting for a once off item and a recurring item. When I asked if its possible to customize my layout they said yes, yes. But when I tried obviously not, then i asked them to help me but no one understood. It took me hours to be put through to the accounts manager dealing with my company because no one would understand me when I asked to be put through to him

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

2/10

Recommendations to others considering Zoho CRM

Make sure you know exactly what you want. Remember if you charge for monthly and once of items, its not going to work for you.

Source: GetApp
Helpful?   Yes   No
Read more

Videos

Frequently used together

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.