Zoho CRM Pricing, Features, Reviews & Comparison of Alternatives

Zoho CRM Reviews

Zoho CRM

Flexible, customer-centric CRM for small to large businesses

4.09/5 (173 reviews)   Write a review
   318 people use this
57,794     27,567
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Who is Zoho CRM For?


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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

Zoho CRM Category Leaders

Reviews
Integrations
Mobile
Media
Security

#2 in CRM

View full ranking
80
18
17
17
16
12

#2 in Sales Management

View full ranking
78
18
17
17
14
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 (5)

Zoho CRM screenshot: Zoho CRM dashboardZoho CRM screenshot: Zoho CRM LeadZoho CRM screenshot: Zoho CRM List viewZoho CRM screenshot: Zoho CRM also for iPhoneZoho CRM screenshot

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

(71)
(67)
(24)
(9)
(4)

Rating summary

Overall rating
Value for money
Ease of use
Features
Customer support

Helpful app

Verified Reviewer  18th of July

Sales (Facilities Services company, 1001-5000 employees)
Zoho is helpful in that it allows other persons within the organization to know what projects you are working on to help eliminate overlap. App is fairly easy to use and navigate. Zoo does not allow salesman to communicate directly with one another.

Pros: Allows record keeping of accounts and where there are in the sales process.

Cons: One more tool that takes time to fill out and takes away from sales time.

Rating breakdown
Value for money
Ease of use
Features
Customer support

Time used

1-2 years

Frequency of use

Monthly

Likelihood to recommend

8/10

Recommendations to others considering Zoho CRM

If you like to keep track of your sales time and keep everything in one place, Zoho is good.

Great for what it is

Verified Reviewer  4th of July

Stephen Weiss, Founder and COO at Signature Health Solutions
If you're looking for a CRM that is customizable and can adjust to your business, Zoho CRM is the best bang for your dollar. However, recognize that Zoho's platform is to develop features, *not* to be a sales partner. They have partners around the world who can help you on an ad hoc or on-going basis, but the 24/5 support is really just there for trouble shoot issues with the program - not to help you develop your business.

Pros: The customization means that Zoho can be adapted to a variety of fields. It's generally intuitive for sales people and their cross platform support is really picking up with the new User Interface.

Cons: Documentation is nearly non-existent. Support is present effectively only to address bugs, not to problem solve.

Rating breakdown
Value for money
Ease of use
Features
Customer support

Time used

2+ years

Frequency of use

Daily

Likelihood to recommend

8/10

Recommendations to others considering Zoho CRM

I've looked at a lot of CRMs but I've been very happy with the value of Zoho and am not leaving any time soon. As much as I wish they'd invest a bit more in their customer support, I am so happy with the product, the people working on the product, and all of the innovations they continue to bring. Additionally, if you're looking for a platform to build a business, Zoho has one of the richest ecosystems out there and they're basically hidden from view because they don't spend any money on marketing. A far cry from their competition.

Great alternative to Salesforce

Verified Reviewer  23rd of June

Chris Hurst, Operations Coordinator
I have to say that the crm has all the ability of the big companies and its for a great price, the integration is next level, with tehe great support they offer if you need something integrating they will assist you

Pros: It is a great alternative to the big company solutions

Cons: can be a little difficult to mage as a admin as it has a few different features with Zoho integrating all there software

Rating breakdown
Value for money
Ease of use
Customer support

Time used

6-12 months

It's good, but can be better

Verified Reviewer  3rd of June

Max Streltcov, Advertisement Manager (Pokeroff)
Zoho includes tons of customizable options. You can create almost every report you want, but after some time you will find couple of annoying thing. First of all, you can't create a report that includes Leads and Contacts. You need need to count all steps on your sales funnel, so you will need 2 different reports. Second cons is a lead sign up form. It's heavy, non customizable and hard to understand. Zoho links sign up form and page url, so for every page you will need to create one more form.

Pros: good custom reports tons of options linked with other zoho services

Cons: can't create full sales funnel heavy lead sign up form

Rating breakdown
Value for money
Ease of use
Customer support

Time used

6-12 months

Zoho CRM - Good and getting better

Verified Reviewer  23rd of May

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.

Rating breakdown
Value for money
Ease of use
Customer support

Time used

1-2 years

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

Verified Reviewer  21st of April

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.

Rating breakdown
Value for money
Ease of use
Customer support

Time used

1-2 years

Takes the fun out of sales

Verified Reviewer  15th of March

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.

Rating breakdown
Value for money
Ease of use
Customer support

Time used

Less than 6 months

Using a CRM platform to manage your business

Verified Reviewer  2nd of December, 2015

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

Rating breakdown
Value for money
Ease of use
Customer support

Time used

Less than 6 months

Zoho more for less money

Verified Reviewer  21st of September, 2015

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

Rating breakdown
Value for money
Ease of use
Customer support

Time used

1-2 years

Response from Zoho Corp


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.

Best Value for Money CRM

Verified Reviewer  6th of August, 2015

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

Rating breakdown
Value for money
Ease of use
Customer support

Time used

1-2 years

Response from Zoho Corp


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.

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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.

FAQs for Zoho CRM

Below are some frequently asked questions for Zoho CRM.

Q. What are the main features of Zoho CRM?

Zoho CRM offers the following features:

  • 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

Q. What type of pricing plans does Zoho CRM offer?

Zoho CRM has the following pricing plans:

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

Q. Who are the typical users of Zoho CRM?

Zoho CRM has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profits, Public Administrations, Small Business

Q. What languages does Zoho CRM support?

Zoho CRM supports the following languages:

Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English, French, German, Italian, Japanese, Polish, Portuguese, Spanish, Swedish, Turkish

Q. What type of pricing plans does Zoho CRM offer?

Zoho CRM has the following pricing plans:

Free Trial, Freemium, Subscription

Q. Does Zoho CRM support mobile devices?

Zoho CRM supports the following devices:

Web-based

Q. Does Zoho CRM offer an API?

Yes, Zoho CRM has an API available for use.

Q. What other apps does Zoho CRM integrate with?

Zoho CRM integrates with the following applications:

Twitter, Wordpress, Contactology, MailChimp, TeamSupport.com, Zoho Projects, Zoho Docs, Zoho Recruit, Zoho Assist, Zoho Creator, Zoho Invoice, Zoho Support, Zoho Reports, Zoho Books, JotForm, Joomla, Socket, HelpOnClick Live Chat Software, Zoho Mail, QuickBooks, SimplyCast, GetResponse, Zoho BugTracker, Zoho Online Office Suite, Evernote, RingCentral, Constant Contact, ClickDesk, Twilio, Zoho People, Zoho Campaigns, Microsoft Office 365, Google Apps, Google Drive, Zopim Live Chat, Wufoo, Unbounce, Google Analytics, Cloud Call Center, Zoho Survey, Facebook, Microsoft Outlook, PandaDoc, Gmail, Zapier, Talkdesk , Zoho Subscriptions, Avaya Aura® Call Center Elite, Google AdWords, Zoho Expense, Zoho SalesIQ, Feedback Lite, Callinize, Zoho Forms, Zoho Social, Zoho Motivator, Zoho Inventory

Q. What level of support does Zoho CRM offer?

Zoho CRM offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials


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