Zoho CRM Pricing, Features, Reviews & Comparison of Alternatives

Zoho CRM Reviews

Zoho CRM

Multichannel CRM for businesses of all sizes

4.14/5 (381 reviews)
110,091     34,669

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 (381)

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 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
  • Document Library
  • Reports & Dashboards
  • Mass Email
  • Social CRM
  • Workflow Approval Processes
  • Custom Modules
  • Multiple Currencies
  • Gamification

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

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

Alternatives to Zoho CRM

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

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

Videos

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.

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
Anonymous
Operations Analyst (Financial Services company, 1001-5000 employees)
Verified Reviewer

Amazing system but lack of Customer Service

24/05/2017

What I love about the software is each module provides activities which you can track. This enables to be consistently updated. In addition, the system enables me to generate using built in reports.

Pros

All I need in terms of CRM is covered by Zoho CRM

Cons

Lack of knowledge by CSR

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
Source: GetApp
Helpful?   Yes   No
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Anonymous
A verified reviewer
Verified Reviewer

use this

23/05/2017

The desk is very easy to use and was very easy to setup. I would recommend it to all small companies. We were looking for a simple solution and I think we found it with Zoho Desk.

Pros

The desk is very easy to use and was very easy to setup. I would recommend it to all small companies. We were looking for a simple solution and I think we found it with Zoho Desk.

Cons

The desk is very easy to use and was very easy to setup. I would recommend it to all small companies. We were looking for a simple solution and I think we found it with Zoho Desk.

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

The desk is very easy to use and was very easy to setup. I would recommend it to all small companies. We were looking for a simple solution and I think we found it with Zoho Desk.

Source: GetApp
Helpful?   Yes   No
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Mohammed Raza Khan

Verified Reviewer

Zoho CRM

21/05/2017

Pros

We are using the Standard version over 7 months and are fully satisfied working. Everything it has to offer is relevant and easy to use

Cons

Sometimes it crashes on Android and misses on some alerts. Also it does not allow single user upgradation

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
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Anonymous
CEO & Founding Partner (Information Technology and Services company, 1-10 employees)
Verified Reviewer

One tool for all our companies

16/05/2017

Zoho CRM are a usefull tool for comercial departments, integrating all customer information, sales, operation and invocing. Provide all the information at a glance

Pros

Easy, flexible, usefull

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Zoho CRM

It is worth using: effective and efficient. Very easily helps control sales and business

Source: GetApp
Helpful?   Yes   No
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Barry Zielke

Easy to use and portable.

15/05/2017

Pros

I can use it where ever I am on any device I have. Great for notes as you leave a customer. Jot it right on your phone and you are done.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
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James Bunagan

ZOHO CRM

08/05/2017

Overall, ZOHO CRM is good. It does need some improvement with their R&D.

Pros

Its a straight forward, easy to use CRM tool. It's Sales and Marketing functionalities are efficient, and the platform itself can be extended to cater other business requirements.

Cons

Lacks some of the important features such as validation rules. Some of it's WF automation requires editing then saving before it triggers.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
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randall Rx

Zoho... lost it's

02/05/2017

Pros

available modules, and collaborative connectivity to other apps, the used to have a great dashboard gone now?

Cons

used for over 4 years,,, they have destroyed "ease of use" and intuitive feel,,, which was 5 star previously

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Software Advice
Helpful?   Yes   No
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Quy VO

Verified Reviewer

Great app

30/04/2017

I have used many different CRM applications before trying Zoho. I must say that CRM is one of the best ones for recruiter that I would recommend you to try.

Pros

very helpful, very trustworthy

Cons

I have not identified yet

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Zoho CRM

You definitely should try this

Source: GetApp
Helpful?   Yes   No
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Stephanie Pursley

Verified Reviewer

Great way to keep track of your leads

21/04/2017

I have a finance company that purchases Owner Finance Mortgage notes and I am able to keep track of my leads and sales through Zoho CRM. I use it everyday.

Pros

Great software to use when you want to keep track of my leads and sales.

Cons

I don't have any Cons at the moment for the Zoho CRM

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Zoho CRM

I would recommend this software to Real Estate Agents or Brokers that need an affordable software to use for their business.

Source: GetApp
Helpful?   Yes   No
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Mark Eichinger

Verified Reviewer

Great for a busy, small team

20/04/2017

Our team is really starting to collaborate and work much more efficiently since we started capturing all our leads and activities into the Zoho CRM product.

Pros

The UI is pretty intuitive and there is a nice mobile app as well.

Cons

My only issue is that I cannot add customer fields with the free version, but I hope to get the paid version setup soon.

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

It is a great tool to get your team collaborating and generating sales activity.

Source: GetApp
Helpful?   Yes   No
Read more

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.

Frequently used together