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Zoho CRM Logo
Zoho CRM

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

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(229)

Zoho CRM Features

Features Summary

Functionality

4.2

/5

5.9K

Total features

205

24 categories

Zoho CRM features

AB Testing
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation

Common features of CRM software

API
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Calendar Sync

Price starts from

0

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.2

/5

5.9K

Price starts from

0

/user

Per month

visit website

Total Features

205

Unique features

  • Website Visitor Tracking

  • Gamification

  • Campaign Segmentation

  • Multivariate Testing

Functionality

4.4

/5

17.3K

Price starts from

ic-pricetag

No pricing info

visit website

Total Features

206

Features in Common

148

Unique features

  • Purchase Order Management

  • Patient Communications

  • Financial Management

  • Inbox Management

Functionality

4.5

/5

9.4K

Price starts from

25

/user

Per month

visit website

Total Features

54

Features in Common

33

Unique features

  • Mobile Survey

  • Live Results Sharing

  • Randomization

  • Question Library

Common Zoho CRM comparisons

Reviewers who mentioned features said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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A good Product Where Everything is Limited for You to Upgrade

Reviewed 18 days ago

It was a very neutral experience. Be sure to have big bucks to spend when migrating to this software because everything they own are bespoke; you want something you have to buy it. And its neverending for them to keep pushing you to the highest plan.

Pros

It is similar to SalesForce. Easier to use when you can just plug and play certain things and features. Their customer service is good though. Helped me a lot when i go through certain blocks of work that needs to be done.

Cons

You got to keep spending a lot of money for every features that you wanted to customize. The sales will keep ask you to buy the higher package for you to fulfill basic requirements.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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Die Wollmilchsau unter den CRM Tools mit vielen Baustellen und unterirdischem Support

Reviewed a month ago

Eine eierlegende Wollmilchsau zum Billigpreis?! Jein, allerdings wie so oft "wer alles kann, kann nichts so richtig!" Der Umfang ist schier unglaublich, was gleichzeitig auch der größte Nachteil ist, es bedarf sehr viel zeit sich da rein zu arbeiten und schnell stößt man überall an die Grenzen der Tools. Propagiert es zum Beispiel den Ersatz für Calendly, Zoom, Google Drive, Zapier zu bieten, ja auf den ersten Blick schon auf den zweiten Blick stellt sich heraus, nein Zuverlässigkeit, Qualität und Support sind meist mangelhaft.

Pros

Der Umfang an Tools ist der beste Vorteil, gleichzeitig auch Nachteil. Man kann schnell starten und findet eigentlich fast alles, was es online braucht um Marketing zu betreiben. Für den Umfang ist es Billig, anders kann man das nicht sagen... Allerdings spiegelt sich der Preis auch in der Leistung wieder... Man kann sehr viel selbst reinprogrammieren, was einem fehlt. Dafür benötigt man allerdings entweder viel Zeit oder Kapital um es machen zu lassen.

Cons

Viele Tools sind zu einfach gehalten und es fehlen essenzielle Einstellungen. Schnittstellen funktionieren nicht, auf Nachfragen wird nicht reagiert, erst die Frage bei der anderen Seite der Schnittstelle ergab, dass dort seit Monaten die Rechnung von Zoho für die API nicht bezahlt wurde und daher die API deaktiviert ist. Das ist der Punkt gewesen, an dem ich dann Zoho verlassen habe! Vom „Kundenservice“...

Showing original review in German. See translation

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

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A smart tool to mange your CRM data

Reviewed 2 months ago

Its a great tool, initially we are much favor of using this platform, but over a period of time, we are not able to work with out Zoho tool. We were dependent on multiple tools to manage our data and the Zoho platform has come as a great support.

Pros

The new analytics feature is one of the great option which helps us to visualize the details in a pictorial format like graphs, chart etc. The huge number of customized filed allowed by the platform make us agile in presenting and managing the data. Predefined reports is a plus and it reduce the TAT of creating everything from the scratch.

Cons

For some reason, I am not a great fan of new reports creation flow. The old ways of creating the reports has 2 columns and we can chose what we need and what we don't. Now also we have the same concept but in a parent and child flow. May be we are used to the old workflow and it might take for us to get used to the new reports.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Easy, simple, inexpensive

Reviewed a month ago

Overall the experience is positive, the system is inexpensive to begin with, but each new user after 5 is billed $600 which adds up very quickly.

Pros

The software is very easy to install and use, very little training is required for using the main functions and user can start populating it immediately

Cons

Contacts and leads are backwards: in Soho a contact is a prospect and a lead is just a name, any other CRM will treat leads as prospects and contacts as names that may become leads. That is very confusing for any one who has used a CRM before and it is not covered during the very basic training. Training is rudimentary at best, or expensive for any additional training

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

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ZohoCRM - easy to use, visually pleasing and excellent value for the output it delivers all across!

Reviewed 2 months ago
Pros

Loved the vibrant colors and different levels of design. The journey from something as obvious as a home page to the customer directory, it is all differentiated and arranged very well.

Cons

There can be certain improvements in the navigational UI/UX which is right now sometimes jumbled. On various screens/dashboards, it is sometimes confusing to ascertain which buttons are interactive/or not.

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

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A great tool for managing a small business

Reviewed 24 days ago

I was paying for this service and they suddenly made it free. That's great, but actually I would like to pay for this service to ensure they stay in business. I would be lost without them.

Pros

I can't speak about larger businesses, but this is really helpful to me as a freelancer. It lets me create sequential invoices quickly and track who has and hasn't paid (a crucial feature!). I can easily create statements without any extra work and customise the template to use my own branding.

Cons

I found the limit on the number of customers a bit restrictive.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Mudou o nosso jogo na agencia

Reviewed a month ago

mudamos nosso jogo. Foi importante para nos profissionalizarmos. Antes do ZohoCRM eramos muito amamdores. Ele trouxe outra visão

Pros

customizavel serve para grandes e pequenas empresas. ADoro tabém a condição dos API

Cons

ACho o pacote Plus caro. Também deveria ter uma opção de ter usuários "de acesso" gratuitos

Showing original review in Portuguese. See translation

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

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An integrated solution that suits everyone to properly organize relationships with customers

Reviewed 3 months ago

Zoho CRM helped us organize everything related to our customers' contact data, contracts and documents in one place, and also enabled us to schedule the sending of appropriate offers to them at different times and within a specific time frame, and indeed, automation helped us enhance the confidence of existing customers and attract new customers as well.

Pros

I like the simplicity and ease of use that Zoho CRM offers us, as it enables us to create folders for all our clients as well as organize records with their data and requests as well as save all documents and archive email and transactions made by our team and between them. I love how Zoho CRM filters customers by suggested topic, which makes it easy to create lists of important information about a...

Cons

I love the fact that Zoho CRM has no unpleasantness, as it is simple, easy to use, low cost, and integrates strongly with email and social media platforms easily, which makes it a suitable choice for all needs.

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

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Zoho CRM Review

Reviewed 4 months ago

Business problems which we are solving using Zoho CRM are as such:- 1) Having better understanding of data from marketing and sales team. 2) Not every team needs access to CRM which is very good for securing our data and privacy is maintained at high level. 3) Connected different tools such as - Zoho Campaigns ( For email marketing), Zoho Bookings ( for book keeping), Zoho Inventory ( for inventory management), Zoho Bookings ( for booking management) etc. and all the data can be seen inside Zoho CRM, which helps us alot and we dont need to switch to differnet applications

Pros

Most impactful featres of Zoho CRM :- 1) Sales & Marketing teams can use it together to capture leads, convert them to a successful customer. 2) Marketing tools, Sales tools and post sales tools can all be integrated with Zoho CRM, which helps in maintaing data for each customer accurately. 3) We can intgerate Zoho CRM with third party API's or tools by directly writing the code inside the Zoho...

Cons

One thing which I would like to get improved in Zoho CRM, is the overall speed at which it refreshes. If this can be improved it will save alot of time and make us more money. Getting custom coding and Blueprint is a little difficult but everything else is all good. Overall the integration was not tough for us with Zoho CRM.

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

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CRM tools that worked

Reviewed 4 months ago

All the years of experience with Zoho CRM has been wonderful and has helped our sales and marketing team to manage our lead and new client.

Pros

It's been a terrific experience thus far. Getting help from their customer service team via quick chat, some of whom are pretty helpful and educated, is probably the best option. The only way to resolve some problems is to make a phone call, but that's not an option here. Inconvenient as it may sound, callbacks are available, but they may be a pain when the person you're calling has already made an effort to do so. Email correspondence, on the other hand, may go on for days before things are resolved.

Cons

There are moments when I get confused about the platform since it's so complicated to configure and figure out various aspects. To me, they appear to be copying Google Workspace, but I like it. I'd love it if I could make my email software look and work just like Gmail. In addition, I'd like to see additional video lessons on the site. Because of its enormous scope, it needs a team with deep expertise to implement it effectively.

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

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Easy to use, monitor leads and manage team assignments

Reviewed 4 months ago

As a less expensive option, this is what I recommend to all of my clients. If you're comfortable with the platform, it will serve you for the rest of your life. It's been a wonderful experience. You may receive answers quickly and easily by chatting with a member of their chat support team.

Pros

Zoho is a good alternative for clients who don't want to shell out money for Google Workspace. It accomplishes its purpose. My satisfaction with their efforts is based on the fact that they are attempting to make their platform accessible to everyone. Much of it is configurable and we were able to put it up 90% of the way we wanted. It's a breeze to use and keep track of.

Cons

I'd like it if the platform's many sections were made a little easier to configure and understand. In my opinion, they are attempting to mimic Google Workspace, although I am more familiar with Google Workspace's features. I'd love it if I could make my email software look and work just like gmail.

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

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Zoho CRM Review for Real Estate

Reviewed 5 months ago

I have been using Zoho CRM for four years now, and it has been a rewarding journey. We seen our sales increase, customer satisfaction is at a high and we are able to measure employee performance which is used for informed interventions.

Pros

In my view, Zoho CRM is the most effective and flexible CRM I have used yet, considering that I use it at work and in my own business. As an Agent working in a mid-sized agency, it was easy for us to set it up for our agency because Zoho also provides a how-to guide. The features we have set up include but are not limited to: Automating email campaigns for new and existing leads and maintaining relationships...

Cons

As much as I love Zoho CRM, these are its limitations and areas of improvement: Zoho CRM needs to provide options on Graphic User Interfaces. As a visual person, that is really important, and I might not be alone. You are not even able to change the fonts. A user is not able to convert a client back to leads, unless they recapture the contact as a lead, export multiple clients and import them leads or write and run a Deluge script. This feature must come standard. Zoho CRM is a powerful app if you lack intent you will find yourself overwhelmed and unable to set it up for your business.

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

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Zoho CRM for non profit animal welfare organisation -rescue, hospital and shelter management

Reviewed 5 months ago

The entire operations of our non profit are managed with Zoho CRM Enterprise Edition. The user experience based on feedback from 50plus users has been very balanced. Of course not every need can be met but the use-case to product fit is quite high at over 95%

Pros

Incredibly flexible Allows a great deal of customisation to suit nearly any requirement a non profit can have User friendly Drag and drop customisation makes it easy to administer Deploying new features in a design done over 2 years ago is still a breeze Minimal deluge coding needed to achieve new functions not natively supported in configuration

Cons

Having to use multiple satellite products like Zoho forms, Zoho campaigns, Zoho analytics though most of these are available natively in Zoho CRM are rudimentary. It’s a commercial decision of Zoho but not an unreasonable one. The integration set ups between these satellite systems are quite easy but still needs learning a different UI as it’s vastly different from the CRM UI.

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

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Zoho review

Reviewed 8 months ago
Pros

The best CRM for customization. Incorporate every one of the components of client/prospect association. Work process Tools that location: advertising, projects, social, client care, messaging showcasing, stock, HR the board, and so on Track connection from online courses. Different modules to address organization needs. Past the fundamentals of contact the board, work processes and custom fields. Particularly...

Cons

Instructional exercises need improvement. Questions are emerging during the execution that you should involve a Zoho guide for. Coordinating can be confounded, and not predictable. A portion of the items is not at a similar degree of cleanliness as Zoho CRM. The AI collaborator doesn't appear to add a great deal of significant worth. Need to have an Internet association. Membership evaluation is per...

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

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Everything you need straight out the box

Reviewed 8 months ago

We are learning that the way we were qualifying leads and moving them through the sales funnel could be made a lot easier using Zoho. Zoho has made it a lot easier to see what sales are coming in and from where.

Pros

Social, email and CRM functionality are all housed in one place. The email campaign section makes it easy to warm leads up before sending them to the CRM module. Easy to set tasks for the sales team and then report on what has or has not been followed up.

Cons

There's a lot of functionality and application within Zoho, I don't believe we will get around to using them all. The email Campaign section doesn't always pull the correct stats back through to the CRM module. There is no ideal process of qualifying leads, we had to seek external support.

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

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Zoho One User

Reviewed a year ago

As time progressed my vision has clarified on what I’d like Zoho to do for me. Click a button, send a quote, and simultaneously send me an email for parts and products to send to my distribution vendors for shipping. I can have that all tied into Zoho Books if I want, but we have not looked at Books as of yet. We're going to be utilizing the marketing campaign in the near future. Currently we're utilizing Zoho Sign (DocuSign) for contracts and we're utilizing Workspace (Share Point) where we have a collaborative repository for training materials spreadsheets for our projects that we want to keep track of anything we want to share amongst ourselves that's what we use.

Pros

As advertised, you can run your entire organization from this enterprise platform that being Zoho One. We heavily use the CRM for generating quotes emailing templates email and quotes and proposals and contact management.

Cons

Each module can speak to another but on a very limited basis directly out of the box. You'll need to customize each modules ability to speak to each other in the manner you want. This will take some time for you to discover.. be patient, the product is not a "Magic Genie" but could be when you program it to be. You'll discover what you need and want as your use and familiarity increase. I recommend...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Zoho CRM could be the next best thing!

Reviewed a year ago

Getting ZOHO up and running took a bit of time, but their live chat, email support and YouTube channel made the process very simple. Overall, we are very pleased with ZOHO CRM. It is the best all in one platform.

Pros

I love that you pay for ZOHO and get a massive amount of value. You get a CRM, Project Management, Web Analytics, Live Chat for your website or App, Accounting Software etc.

Cons

All the features are good. However, some need to be improved. In 2021 you are competing against other products that are just doing one thing and doing that beautifully. I am pleased by the amount of functionality they give you and that is why my review has a 4/5. It can be better and I am hopeful that it will be improved.

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

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CRM for Small Business

Reviewed a year ago

Overall Experience is Very Good. We are happy with the product. We had our doubt while purchasing but now we are glad we did. And Zoho is developing, introducing new features every now and then. Very Nice

Pros

A lots of features in one place with different functionality, made the life easier. We use MAIL, CONNECT and CLIQ all the time. It has become an inseparable part of our Business. WorkDrive is very Responsive and Reliable Best solution for File storage with the team. I can Give access to a folder to my colleague and can revoke when done. Very easy. Mobile apps are Also Nice and Handy. The way ZOHO keeps everything Tidy and Clean by offering different options for different problems is the most I like about ZOHO CRM

Cons

Very big System a lots of functions which remains untapped and I think it will be for some time now. beginners have to learn some behaviors to work with it. The learning curve a bit Steep. In short I don't have anything that I dislike about ZOHO, but it took some time to get here.

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

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Keep your customers engaged with your business

Reviewed a year ago

With Zoho CRM it is much faster to manage your customers, projects, and communications all in one reliable platform. Its implementation in our organization has increased our revenue geometrically.

Pros

Zoho CRM offers a feature-rich platform to engage with your customers. You can manage contacts, send mass emails, notifications, manage inventory, implement an AI assistant, and even give your customers a mobile app to stay synced.

Cons

The software can not be self-hosted on your private server.

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

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Best-in-class for most users

Reviewed a year ago

I've used Zoho CRM on about 5 businesses over ~12 years and will continue in most cases because of the all-around power and tight integration with other Zoho products.

Pros

Zoho CRM can meet 90% of the needs for 90% of businesses. For most users, it's identical to Salesforce, except significantly less expensive. The UI has improved in the past few years so new users can be running within an hour for basic CRM tasks. Key point: Zoho CRM is very generous with the free-tier, giving about 90% of the key features for up to 3 users. That's really important for small businesses and startups, so they can deeply evaluate the benefit.

Cons

At this level of software maturity, the main advantage Salesforce has is a large ecosystem of extensions. Zoho CRM also has third-party extensions, but far fewer. It largely makes up for that with tight integration to other Zoho products.

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

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The best CRM we have use

Reviewed 2 years ago

Zoho CRM help us to easily managing our customer support and interaction with customer. It is so easy to learn all the features and has help us managing leads coming from the marketing funnel.

Pros

Zoho CRM is cloud based platform, which mean it can be access from any device with internet connection. Managing a customer relationship tools like emails, quick chat, bot chat, sales call, marketing funnel and social media is very possible with Zoho CRM and the tools is well build with no problem to integrate it with third part service.

Cons

The are some bugs and glitches that are still not fixed. Sometimes, i can even login to the platform and keep showing an error for the Captcha. Other than that, the email template that are provided is difficult to edit and not many option to customized it.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Zoho CRM is a solid CRM for SMB's / SME's!

Reviewed 2 years ago

Very good. I use it on several different businesses.

Pros

ZOHO CRM is a robust CRM system that is perfect for small firms needing 'big tools' for managing contacts / leads / quotes / and invoices. I would highly recommend ZOHO CRM for any company looking to set up CRM for the first time. It isn't scary. It's very self explanatory. It has most of the bells and whistles that an Enterprise CRM suite would include.

Cons

There are idiosyncrasies in most of ZOHO's products - and ZOHO CRM is no different. - Little quirks are what's most annoying, for example, when dealing with 'suspects' (earliest stage interactions with prospects), system data that is 'entered' (by the prospect) cannot be carried through a workflow to Quotes, Sales Orders, and Invoices. Bizarre! The net result is you end up bypassing the tools that prevent your desired workflow from working.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great Product

Reviewed 2 years ago

I was not excited about switching to a cloud based CRM. I am an old school ACT! user and I didn't like the change to the cloud. I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive. They even have a free version!!!

Pros

The price is great. The customer service has always been helpful. It is easy to use.

Cons

I stopped using Zoho for a while and started using a competitor that has some newer features. I am back to Zoho because they now have those features and all the things that the competition didnt

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

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Zoho CRM

Reviewed 2 years ago

I have had an amazing experience using this software. So much so, that I recommend this CRM to all my business development clients when starting their companies. The ease of creating and accessing tickets, attachments and emails on a clients file to access the parent data and contacts for authentication purposes, allows the call to flow seamlessly. Details are always time stamped in case data needs to be verified which makes it very secure with employees and contractors accessing company information and customer files. They offer a free version that includes many things that other paid CRMs do not include, just a wonderful product for a fraction of the cost.

Pros

I love the ease of access with managing and accessing important data for both vendors and clients alike. You have the ability of sending email campaigns directly from the applications and links it to the independent account. You can add authorized contacts under ever parent account and customize as needed.

Cons

The time it some times takes for a support ticket to be addressed. Apart from that I have literally had no issues with the product.

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

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A functional CRM that does the basics and more, well. Fits a business of any size.

Reviewed 2 years ago

I think there are some very good functions and features in Zoho CRM. It is easy easy to use and also has a raft of potential add-ons in the Zoho Suite that can be used at a small cost such as Zoho Sign which is so simple to use along with Zoho Survey. It can be White Labelled which I like.

Pros

It ticks our list as a Cloud-based solution after moving from a system on a shared network drive operation. You receive quite a lot for the price. It is built around the sales funnel/channel and does this well. It gives you all the functionality within the leads or accounts fields to record meetings, interactions, emails, phone calls, emailing directly from Zoho and calling from Soho if using a VOIP...

Cons

The UI can look a bit plain for some if you do not know how to customise. Downloading or collating data is not always straight forward. This is also to be said about uploading leads. It is not always clear which part of an upload has failed. However, when the upload does work it is a great time saver. The search function is not that intuitive; I found sometimes unless you type in an exact match it does not return anything.