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Zoho CRM Logo

Zoho CRM

4.3
(6.2K)

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CRM software that helps you sell smarter, better, faster.

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(270)

Zoho CRM Pricing, Features, Reviews and Alternatives

Zoho CRM FAQs

How can I see scheduled emails in Zoho CRM?

Scheduled emails are stored under the mass email module, which can be accessed by clicking the three-dot [...] menu on the "Module List View" page and selecting "Mass Email'. Mass emails can be created, scheduled, and edited from this view.

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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.

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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.

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Does Zoho CRM integrate with QuickBooks?

Yes, Zoho CRM integrates with QuickBooks Desktop and QuickBooks Online to eliminate double entry by automatically syncing data between the CRM and accounting systems. The integration requires a QuickBooks subscription.

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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.

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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/.

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How do I add a signature in Zoho CRM?

From the setup menu in Zoho CRM, click "Channels," then "Email," then "Email Configuration." Scroll down the page to the "Email Signature" section and click "Add New Signature." Create an email signature in the editor and save it. Then, insert it into emails from the "Email Templates" section.

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Zoho CRM product overview

Price starts from

20

/user

Per month

What is 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.

Key benefits of using Zoho CRM

- Stay on top of every activity with your new sales assistant, Zia - The conversational AI sales assistant.

- In-depth analytics for sales success

- Process management for building and automating your sales process

- Portals for your customers, vendors and partners

- No data lockup, export data at anytime

WHAT'S NEW?

- Segment customers based on purchase patterns

- Analyze webform statistics and conduct webform A/B tests

- Identify marketing campaigns with the highest ROI

- Discover sales trends with customizable quadrants and cohorts

- Access Zoho CRM dashboards via the Analytics App on your phone

- Personalize purchase stages and actions of your customer's journey

- Improve your decision-making with a prediction builder

- Use AI-powered email analytics and assignment rules

- Simplify data collection with contextual and customizable forms

- Create multiple pipelines based on geography and other parameters

- Enjoy seamless review processes with easy assignment and comment functions

- Improve customer experiences with in-depth services and appointments features

- Access custom signals, calls and email workflows for flexible communication

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

24/7 (Live rep)
FAQs/Forum
Phone Support
Email/Help Desk
Chat
Knowledge Base

Training options

In Person
Documentation
Webinars
Live Online
Videos

Not sure about Zoho CRM? Compare it with a popular alternative

Starting from

20

/user

Per month

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Zoho CRM pricing information

Value for money

4.3

/5

6.2K

Starting from

20

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Zoho CRM features

Functionality

4.2

/5

6.2K

Total features

210

25 categories

Most valued features by users

Reporting/Analytics
Reporting & Statistics
Third Party Integrations
Activity Dashboard
API
Alerts/Notifications
Data Import/Export
Mobile Access

Zoho CRM users reviews

Overall Rating

4.3

/5

6.2K

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.99/10
Rating distribution

5

4

3

2

1

3K

2.1K

740

164

71

Why do users choose Zoho CRM?

What would users change about Zoho CRM?

Pros
You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.
I like the most about the collaborative easy to use tools with any type of function like customer service, marketing and creating automated responses which are very helpful.
ZOHO CRM is very easy to use, particularly, it offers you the ability to customize its features to fit business goals. It has a great user-friendly interface and easy to navigate.
Cons
The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.
Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.
It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.
RB
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Robin B.

Owner/ Teacher

Music, self-employed

Review source

Overall Rating

Integral part of my business for 10+ years

Reviewed 2 years ago

Transcript

Robin B.: Hi, my name's Robin. I am a music educator, and I own my own business. I would give Zoho CRM...

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Ramin (Remi) S.

Marketing Associate

Retail, 11-50 employees

Review source

Overall Rating

Zoho CRM Review

Reviewed 2 years ago

Transcript

Ramin S.: Hi, my name is Ramin. I'm a Senior Product Marketing Specialist in the tech industry, and I...

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Henry G.

Marketing and Advertising, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Your clients in the cloud

Reviewed 4 years ago

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.

Pros

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.

Cons

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

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Faruk A.

Computer Software, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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It delivers what's promised

Reviewed 2 years ago

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.

Pros

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,...

Cons

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.

MI
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Mohammad Iqbal S.

Information Technology and Services, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Tool we need to boost our sales

Reviewed 12 days ago

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.

Pros

Really a great CRM with all the required features for sales. Easy to use and trace the progress with leads.

Cons

Pipeline management could have been better. Can add features where we can get our own drafted reports to analyze the team's performance.

AR
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Verified reviewer

Computer Software, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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If you want to keep your sanity, then stay away from ZOHO

Reviewed 5 years ago

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.

Pros

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.

Cons

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...

AR
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Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Zoho CRM - An inexpensive yet effective CRM for your Business

Reviewed 4 months ago
Pros

1. Ease of Use2. Effective Lead Management3. Helps track leads and potentials and helps in growing the business4. Contact Management5. Easy third-party integration

Cons

There is hardly anything which I don't like about Zoho CRM.

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