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See moreZoho 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 AnalysisGetApp’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.
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.
Philippe Michoel D, Hospitality Custom Printed Promotional Products | Improve Guest Experience | Reduce Staff Turnover
Zoho apps in general are some of the best out there! We have used CRM, Invoice, Social, Purchase order... They are also very responsive to suggestions for improvements!
Pros: easy to use, lots of functionality!
Cons: So far so good! The help is so good when there is an issue that whatever issue we have gets solved. So, no cons!
Rating breakdown
Value for money
Ease of use
Features
Customer support
Time used
2+ years
Frequency of use
Daily
Likelihood to recommend
Recommendations to others considering Zoho CRM
try it! It's free to try the basic plan!
Nyasha Dzawanda, Business Owner at Kahonde Designs
Love it, love it, love it. Made my day to day business operation so much easier. Really got me more motivated and self disciplined. Takes the headache away from managing a business.
Rating breakdown
Value for money
Ease of use
Features
Customer support
Time used
Less than 6 months
Frequency of use
Daily
Likelihood to recommend
Recommendations to others considering Zoho CRM
Give it a try and you won't regret it
Eduardo Zavala Nuñez, CEO at Grupo Neo
Ease of use for me was the most important thing besides that integrates what we need as a company. It has what we need at a low cost. It adapts to our special needs easily
Pros: Cost, usability, interaction
Cons: Sometimes the mails form mailchimp wont transfer. A little difficult to mage as it has a few different features with Zoho integrating all there software
Rating breakdown
Value for money
Ease of use
Features
Customer support
Time used
Less than 6 months
Frequency of use
Daily
Likelihood to recommend
Poonam Agnihotri, Co Founder at SJTechnology pvt ltd
I used zoho crm for approx 2 years in my last organization, the best thing i like was the customization option, using which i can change and add new tabs in all modules.
Pros: Simple and easy to use
Cons: mobile app needs improvement
Rating breakdown
Value for money
Ease of use
Features
Customer support
Time used
1-2 years
Likelihood to recommend
Recommendations to others considering Zoho CRM
I used it as per my business requirements and customized it completely as we have option for changing and adding new tabs in contacts , leads and accounts section. So if you have a small team and want just crm, zoho crm good.
Jackie Gilmour, Director Marketing
ZOHO CRM is an excellent tool for small businesses who get access to the functionality that was previously only available to large companies with big budgets for CRM tools.
Pros: The pay per user model. The back office. The app has certainly improved lately. It used to have sync issues and wasn't easy to navigate but I have been using it again in the last 3 months as there have been some major imrpovements.
Cons: Most of the issues I originally had with the app have been cleared up. I haven't used other tools and am not able to compare products, but for a small company, ZOHO provides excellent reporting and enables business/sales mobility.
Rating breakdown
Value for money
Ease of use
Features
Customer support
Time used
2+ years
Frequency of use
Daily
Likelihood to recommend
Recommendations to others considering Zoho CRM
Any company looking to use cloud functionality and upgrade to new technology should look into ZOHO as it is a very user friendly and customisable CRM tool.
Managing Director (Media Production company, 1-10 employees)
Zoho is easy to use, keeps everything you need in one place and is much better value then some of the other crm options out there, the new social feature is great and will really come in usefil
Pros: easy , handy , fast, tracks, can see when people have read, send mass emails
Cons: sometimes mails form mailchimp wont transfer,
Rating breakdown
Value for money
Ease of use
Features
Customer support
Time used
1-2 years
Frequency of use
Daily
Likelihood to recommend
Recommendations to others considering Zoho CRM
use it is is good value and reliable and customer service is there to chat
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
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.
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
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.
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
A verified reviewer
It's Great! I really like it a lot I am Glad I chose them. I however would not like to see services that are more user friendly than they are, it would help out a lot.
Pros: i really like this it is a great service.
Cons: I could not find any cons.
Rating breakdown
Value for money
Ease of use
Customer support
Time used
Free Trial
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.
Using Workflows, administrators can control how leads are handled within Zoho CRM.
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.
Zoho CRM's lead management module gives businesses a way to easily manage all leads.
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.
Items are presented to users as task to ensure they take action of pending items efficiently.
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.
An email can be set to deploy each time a new lead is added to the Leads module.
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.
Template emails can be sent to multiple leads at once.
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.
Emails are accessible through the Emails module of Zoho CRM.
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.
Below are some frequently asked questions for Zoho CRM.
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