Home/CRM Software/Zoho CRM
Updated on: July 16, 2019
What is Zoho CRM ?
I Use this
Zoho CRM - CRM Software : SaaSworthy.com
View Gallery
98%

Zoho CRM

A fully-featured CRM software
(3,954 Ratings) Write Review

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process.

Zoho CRM Features Show All Features

Zoho CRM Technical details

Support 24/7 (Live rep) Business Hours Online Customer Type Freelancers Large Enterprises Medium Business Small Business
API Contact Pleasanton, CA - 94588 / +1 (888) 900-9646
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Category CRM Software

Zoho CRM Pricing

Pricing ModelFree Trial , Freemium , Subscription
How much does Zoho CRM cost ?
The pricing for Zoho CRM starts at $12.0 per user per month. Zoho CRM has 5 different plans such as - Standard at $12.0 per user per month, Professional at $20.0 per user per month, Enterprise at $35.0 per user per month, CRM Plus at $50.0 per user per month and Ultimate at $100.0 per user per year. Zoho CRM also offers a Free Plan with limited features.
Free
Free

Features

  • Free for 3 Users
  • Basic Support
  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Tasks, events, call log, and notes
  • CRM views
  • Advanced filters
  • Page customization
  • Rename tabs
  • Custom list views : 5 per Module
  • Workflow rules : 1 Rule per Module
  • Email Notification : 5 Emails per Action
  • Task Action : 5 per Action
  • Standard reports
  • Charts
  • Email templates : 10
  • Email opt-out
  • Web-to-lead form
  • Web-to-contact form
  • Calendar
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow-up rules
  • Business hours
  • Free storage per organization : 1 GB
  • Data storage (all modules) : 25000
  • Import data (per batch) : 1000
  • Export module data
  • Data backup : $8.63 per Request
  • Import history : Past 60 days
  • Profiles : 2
  • Organizational hierarchy (Roles) : 2
  • Integration with Zoho Motivator, Zoho Reports, Zoho Projects, Zoho SalesIQ, Zoho Desk, Zoho Survey
  • Zoho CRM contextual gadget for Gmail
  • Export events to Google Calendar
  • Export to Google Tasks
  • API : 5000 Calls per Day per Organization
Standard
$12 /User/Month

$12 per User per Month billed Annually

$18 per User per Month billed Monthly

Features

  • Includes features of Free Edition plan, plus
  • Classic Support
  • Premium Support (Paid)
  • Enterprise Support (Paid)
  • Sales forecasting
  • Email insights
  • Scoring rules : 10 Rules per Module
  • Reminders
  • Custom fields : 10 Fields per Module
  • Unique fields : 2 Fields per Module
  • Custom list views : 50 per Module
  • Tab groups : 10 groups
  • Workflow rules : 6 Rules per Module
  • Convert Action
  • Zia Intelligence for Automation
  • Custom reports : 100
  • Schedule reports : 20 Schedulers per user (Maximum 100 schedulers per day)
  • KPIs
  • Standard dashboards
  • Custom dashboards : 10 Dashboards
  • Enrich data with Twitter profile, Facebook profile, Google plus profile
  • Social tab : 1 Brand
  • Automated Lead Generation from social media
  • Social interaction with leads per contacts
  • Social Lite
  • Email templates : 100
  • Website visitor tracking
  • Mass email : 250 Emails per day
  • Marketing campaigns
  • Notify owner
  • Calendar sync through CalDAV
  • Groups for team collaboration
  • Tagging : 10 tags per Module
  • Free storage per user license: 512 MB
  • Additional storage : $3.45 per Month per 5GB
  • Data storage (all modules) : 100000
  • Import data (per batch) : 10000
  • Data backup : 2 backups per Month
  • Profiles : 5
  • Organizational hierarchy (Roles) : 5
  • Groups : 20
  • Audit Logs
  • Allowed IPs
  • CRM Marketplace (Extensions for Zoho CRM)
  • Zoho PhoneBridge for Call Centers
  • Integration with Zoho Campaigns, Zoho Cliq, Zoho Social, Zoho Forms,
    Slack Integration
  • Zoho CRM web forms for Google Sites : 1 per Module
  • Synchronize Google Calendar
  • Synchronize Google Contact
  • API : 100000 Calls per Day per Organization
Professional
$20 /User/Month

$20 per User per Month billed Annually

$30 per User per Month billed Monthly

Features

  • Includes features of Standard plan, plus
  • BCC dropbox for email
  • Macros
  • SalesSignals
  • Scoring rules : 20 Rules per Module
  • Email Association with Deals
  • Custom Fields : 150 Fields per Module (Note: Activities module has only 140 fields)
  • Custom Links : 10 per Module
  • Validation Rules : 5 Rules per Layout
  • Custom list views : Unlimited
  • Workflow rules : 20 Rules per Module
  • Field update Action : 3 Updates per Action
  • Webhook Action : 1 per Action 10000 Calls per Day or 100 Calls per User license per Day (Limit applicable for the organization (whichever is lower))
  • Assignment rules : 20 Rules and 20 Rule Entries
  • Active Blueprints per module : 3
  • Common Transition per Blueprint : 2
  • Transition per Blueprint : 10
  • Field count during Transition : 4
  • Unlimited Custom reports
  • Unlimited Custom dashboards
  • Unlimited Email templates
  • Mass email : 500 Emails per Day
  • Zoho CRM for Google Ads
  • Web-to-case form
  • Gamescope
  • Tagging : 30 Tags per Module
  • Products
  • Price books
  • Sales quotes
  • Sales orders
  • Invoices
  • Vendors
  • Purchase orders
  • Cases
  • Solutions
  • Web-to-case form : 10 Forms per Module
  • Unlimited Data storage (all modules)
  • Import data (per batch) : 20000
  • De-duplicate data
  • Profiles : 15
  • Organizational hierarchy (Roles) : 10
  • Field-level security
  • Groups : 30
  • Zoho Mail Add-on
  • Zoho Writer Add-on
  • Zoho Finance Suite Integration
  • Plug-in for Microsoft Outlook
  • Plug-in for Microsoft Office
  • Zoho CRM web forms for Google Sites : 10 per Module
Enterprise
$35 /User/Month

$35 per User per Month billed Annually

$45 per User per Month billed Monthly

Features

  • Includes features of Professional plan, plus
  • Multiple currencies
  • Contextual custom related lists
  • Scoring rules : 30 Rules per Module
  • Email parser
  • Custom fields : 310 Fields per Module (Note: Activities module has only 230 fields)
  • Web tabs : 25
  • Custom modules : 50 modules
  • Custom buttons : 50 per Module
  • Sandbox
  • Page layouts : 3 per Module
  • Canvas view : 3 Views per Module per Organization (with every user license)
  • Layout Rules : 10 per Layout
  • Validation Rules : 10 Rules per Layout
  • Subforms : 2 per Module
  • Translations
  • Reporting Hierarchy
  • Multi-select Lookup : 2 per Module
  • Tab groups : 25 groups
  • Workflow rules : 50 Rules per Module
  • Webhook Action : 1 per Action, 20000 Calls per Day or 500 Calls per User License per Day (Limit applicable for the organization (whichever is lower))
  • Functions using Deluge script : 1 Instant Action and 5 Scheduled Actions per Rule
  • Scheduled Actions : 5 per Workflow rule
  • Approval process
  • Assignment rules : 20 Rules and 50 rule entries
  • Schedules
  • Case escalation rules
  • Active Blueprints per module : 20
  • Common Transition per Blueprint : 5
  • Transition per Blueprint : 100
  • Field count during Transition : 10
  • Lead Conversion Prediction
  • Deal Closure Prediction
  • Data Enrichment (Paid Extension)
  • Zia Voice
  • Zia Reminder
  • Best time to contact
  • Macro suggestion
  • Funnels
  • Target Meter
  • Comparator
  • Anomaly Detectors (Powered by Zia) : 10 trends
  • Social tab : 2 Brands
  • Mass email : 1000 Emails per Day
  • Auto-responders : 3 autoresponders
  • Tagging : 50 Tags per Module
  • Web-to-case form : 20 Forms per Module
  • Portals
  • Free Storage per User license : 1 GB
  • Import data (per batch) : 30000
  • Profiles : 25
  • Organizational hierarchy (Roles) : 250
  • Data sharing rules : 15 Rules per Module
  • Groups : 50
  • Record-level sharing
  • Data Encryption (EAR)
  • Territory management : 150 territories
  • Mobile Apps
  • Mobile Device Management
  • Web Apps
  • Integration with Zoho Creator
  • Zoho SalesInbox
  • Zoho CRM web forms for Google Sites : 20 per Module
  • Mobile SDK
  • Widgets
  • Connections
  • API : 300000 Calls per Day per Organization
Ultimate
$100 /User/Year

$100 per User per Year billed Annually

(The software offers pricing in Yearly plan)

Features

  • Includes features of Enterprise plan, plus
  • Dedicated database cluster
  • Free Premium support
  • Automation suggestions
  • Data enrichment
  • Enhanced storage
  • Email sentiment
CRM Plus
$50 /User/Month

Features

  • Includes features of Enterprise Edition plan, plus
  • Email marketing
  • Customer surveys
  • Visitor tracking
  • Social Media Marketing
  • Project management
  • Advanced Analytics
Screenshot of the Vendor Pricing Page
View Full Screen

Disclaimer: The pricing details were last updated on 27/03/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Ask the Community View Community

Ask community

Zoho CRM Alternatives Zoho CRM Alternatives

85%
(13489 RATINGS)
Salesforce
An all-in-one customer relations management software that provides excellent features to sell, market and service your products. With the help of its...
Visit Website
83%
(4354 RATINGS)
HubSpot CRM
A forever-free customer relationship management software that provides solution to all your CRM needs. HubSpot CRM automates the tasks for your sales people...
Visit Website
81%
(97 RATINGS)
SuiteCRM
SutiCRM is a powerful cloud-based CRM platform that automates marketing, sales, support, and contracts. Businesses make use of the service to nurture new leads...
Visit Website
78%
(582 RATINGS)
Freshsales
A software designed to meet the CRM needs of all types of businesses with its powerful features and tools which handles your customers and potential leads to...
Visit Website
78%
(472 RATINGS)
SugarCRM
SugarCRM is a CRM solution that tries to keep things as simple as possible with a clean and intuitive interface that gives you access to the main features as...
Visit Website
77%
(3573 RATINGS)
Pipedrive
A CRM software built with intuitive interfaces, clean layouts and a simple user experience to help you manage your customer relations efficiently. An easy to...
Visit Website
75%
(472 RATINGS)
Agile CRM
Agile CRM is a gamification-driven software that offers excellent customer relationship management functionalities as well. It can provide Marketing, Sales and...
Visit Website
61%
Freshworks 360
Freshworks 360 is a customer engagement software that offers integration between the marketing, sales and support team to provide a seamless experience to the...
Visit Website
57%
Perfex CRM
Perfex CRM is a tool used to Manage Customers, Projects, and create invoices in Cloud. Manage contracts, assign tasks, and generate Reports to monitor the...
Visit Website
56%
(366 RATINGS)
Microsoft Dynamics 365 for Sales
Dynamics CRM is a powerful software with a number of tools that help in making the customer-facing functions of business easier. Microsoft Dynamics CRM...
Visit Website

Zoho CRM Reviews

OVERALL RATING
4.1
Based on 3,954 Rating(s)
Rating Distribution
  • 3063
  • 628
  • 160
  • 74
  • 29
SHARE YOUR EXPERIENCE Write a Review
Sort By
Filter by Source
Greg L.Source : capterra.com
(Reviewed on 10 July 2019)
Sr estimator

Pros: Zoho streamlines the bid process, provides reports that show bids won, lost not bid etc. captures all contact information needed, prompts notifications to follow up

Cons: not user friendly when it comes to wanting to print a bid report so I can discuss bids in a meeting away from my computer.

Overall: we don't loose tack of bids

...more
Sam G.Source : capterra.com
(Reviewed on 10 July 2019)
Great CRM with all functionality that's needed

Pros: Easy to use with all customization and functionality that's needed to fit your business model.

Cons: Nothing really. You made it very useful to anybody.

Overall: Excellent

...more
Tina N.Source : capterra.com
(Reviewed on 10 July 2019)
ZOHO is good CRM option

Pros: Good easy to use , good for adding details and maintaining calls and leads

Cons: Need to update super simple mostly companies make admin to all

Overall: Great I used it for 3 years

...more
David R.Source : capterra.com
(Reviewed on 08 July 2019)
The best small business solution

Pros: When I started my small business I wanted to keep expenses low...Zoho fit that model without having to sacrifice on options.

Cons: This software I was able to out grow it.

...more
Georgia B.Source : capterra.com
(Reviewed on 08 July 2019)
One shared source

Pros: I appreciate the ease of use. Zoho CRM allows for all staff to manage and update a platform that is visible to all members working on various data projects.

Cons: I have not come across any disadvantage to this program as of yet.

...more
zahoor s.Source : capterra.com
(Reviewed on 06 July 2019)
Simplest CRM of the world

Pros: Although it is the simplest CRM however you can achieve all the business functionality

Cons: marketing isn't so strong like other competitors

Overall: Great although I used the free trial

...more
Sergio Enrique R.Source : capterra.com
(Reviewed on 05 July 2019)
All in one package

Pros: I really like The ability to manage all the filled forms by our customers.

Cons: Sometimes the program fail to load on Safari

Overall: It made my life easier

...more
Source : g2crowd.com
(Reviewed on 05 July 2019)
"A fully customizable software to improve the company's sales."

What do you like best?

What I like most about Zoho is the procedure of creating a system to attract potential customers. Progressively this system collects valuable information to boost your sales to customers who are more likely to buy.

This tool works well, allows me to manage advertising emails implemented correctly, a customizable and automated system makes zoho a pleasure when it comes to attracting new customers. It's really the best thing for me that this app has, especially when you integrate it into other apps thanks to the compatibility it handles. Zoho is a very valuable tool, versatile but also powerful and effective that is why I like it so much.

What do you dislike?

The learning curve can be more complex than I would like, it is certainly customizable and the configurations allow me to achieve great effective automation but it is also true that to achieve that you need a little effort, you need to learn more about the platform. This is probably because the company doesn't have as much time online as others and they haven't improved on these kinds of details but hopefully they'll figure that out soon since they're doing well.

Recommendations to others considering the product:

My recommendation is quite simple. It's new software, but it promises a lot. If you want a medium and long term option, Zoho is excellent, but if what you are looking for is a more complete tool that solves everything already maybe on the market you will find better options than Zoho.

What problems are you solving with the product? What benefits have you realized?

Marketing and sales management has improved substantially thanks to the implementation of this system. While it's a program that's still a little new, we as a company have served us a lot and more than fixing a problem has helped us to be more efficient in our sales system.

...more
Peng J.Source : capterra.com
(Reviewed on 04 July 2019)
FUnctions

Pros: Customize field is a good function to have

Cons: customize function not free enough for the user.

...more
Louie R.Source : capterra.com
(Reviewed on 04 July 2019)
Zoho CRM

Pros: I like the ease of the CRM. I came from a company that had SalesForce and I found that to be cumbersome.

Cons: I have nothing negative to say about Zoho CRM.

...more
Read All Reviews

Videos on Zoho CRM Youtube Official Channel

Zoho CRM - 2min Product Summary - Features, Mobility, Security, Integrations & Pricing
Get to know Zoho CRM
Zoho CRM: Advanced Analytics

Zoho CRM Screenshots

Zoho CRM Demo - GameScope
Zoho CRM Demo - Reports and Dashboards
Zoho CRM Demo - SalesSignals
Zoho CRM Demo - Chat
Zoho CRM Demo - iCal sync
Zoho CRM Demo - Advanced filters
Zoho CRM screenshot: Activities Kanban View
Zoho CRM screenshot: Dashboard - Choose what you want to view when you login to your account
Zoho CRM screenshot: Dashboard- scroll and you can add more components to your home screen
Zoho CRM screenshot: Over 12 kinds of reports. Choose how you want to view them
Zoho CRM screenshot: Revolutionary email inbox for salespeople free on request
Zoho CRM screenshot: Share news and receive updates from colleagues within CRM via Feeds
Zoho CRM screenshot: Spot the anomalies that hinder your sales with the help of Zia
Zoho CRM screenshot: Reach customers in their best time to contact.
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Demo - GameScope
Zoho CRM Demo - GameScope
Zoho CRM Demo - Reports and Dashboards
Zoho CRM Demo - SalesSignals
Zoho CRM Demo - Chat
Zoho CRM Demo - iCal sync
Zoho CRM Demo - Advanced filters
Zoho CRM screenshot: Activities Kanban View
Zoho CRM screenshot: Dashboard - Choose what you want to view when you login to your account
Zoho CRM screenshot: Dashboard- scroll and you can add more components to your home screen
Zoho CRM screenshot: Over 12 kinds of reports. Choose how you want to view them
Zoho CRM screenshot: Revolutionary email inbox for salespeople free on request
Zoho CRM screenshot: Share news and receive updates from colleagues within CRM via Feeds
Zoho CRM screenshot: Spot the anomalies that hinder your sales with the help of Zia
Zoho CRM screenshot: Reach customers in their best time to contact.
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots
Zoho CRM Screenshots

Zoho CRM Awards

Articles on Zoho CRM

Free and Open Source Softwares
Acquiring new customers is important to scale up a business, but retaining the existing customers... read more

Download white papers and ebooks on Zoho CRM View All Downloads

by Zoho CRM
Maintaining a Clean CRM Database
It helps to learn in an effective way by which you can maintain a clean, organized and valid data set in Zoho CRM. It...
read more
DOWNLOAD
by Zoho CRM
Gain more insight into sales with three types of CRM reports
This ebook leads you with the solutions to gain more insight into sales with three types of CRM Reports. Its a time...
read more
DOWNLOAD

Customers