Home/CRM Software/Zoho CRM
Updated on: September 15, 2019
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Zoho CRM

A fully-featured CRM software
(5,192 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 $8.72 per user per month. Zoho CRM has 6 different plans such as - Starter at $8.72 per user per month, Standard at $18.0 per user per month, Professional at $30.0 per user per month, CRM Plus at $36.32 per user per month, Enterprise at $45.0 per user per month and Ultimate at $87.18 per user per year. Zoho CRM also offers a Free Plan with limited features.
MONTHLY YEARLY
Free
Free

Features

  • Free for 3 Users
  • Basic Support
  • Leads
  • Contacts
  • Accounts
  • Deals
  • 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 Rule, 50 Emails per User License, 150 Emails per Day
  • Task Action : 5 per Action
  • Standard reports
  • Charts
  • Email templates : 10
  • Email opt-out
  • Website visitor tracking
  • Web-to-lead form : 1 form per module
  • Web-to-contact form : 1 form per module
  • Calendar
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow-up rules
  • Business hours
  • Folder sharing
  • Attach documents
  • File versioning
  • Reviews
  • Free storage per organization : 1 GB
  • Data storage (all modules) : 5000
  • Import data (per batch) : 1000
  • Export module data
  • Data backup : $8.72 per Request
  • Import history : Past 60 days
  • Profiles : 2
  • Organizational hierarchy (Roles) : 2
  • Integration with Zoho Motivator, Zoho Campaigns, Zoho Analytics, 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
  • Basic Support
Starter
$7.26 /User/Month
Billed Yearly

Features

  • Includes feaures of Free plan, plus
  • Sales forecasting
  • BCC dropbox for email
  • Reminders
  • Custom fields : 5 fields per module
  • Custom list views : 50 per module
  • Workflow rules : 2 rules per module, 2 conditions per rule
  • Email Notification : 5000 Emails per Day
  • Custom reports : 25
  • Schedule reports : 5 Schedulers per user, Maximum 100 schedulers per day
  • KPI
  • Standard dashboards
  • Custom dashboards : 3 Dashboards
  • Enrich data with Twitter profile
  • Enrich data with Facebook profile
  • Social tab : 1 Brand
  • Automated Lead Generation from social media
  • Social interaction with leads/contacts
  • Social Lite
  • Email templates : 25
  • Mass email : 250 emails per day
  • Marketing campaigns
  • Web-to-lead form : 2 form per module
  • Web-to-contact form : 2 form per module
  • Notify owner
  • Calendar sync through CalDAV
  • Groups for team collaboration
  • Free storage/user license : 512 MB
  • Additional storage : $3.49 per Month per 5 GB
  • Data storage (all modules) : 10000
  • Import data (per batch) : 10000
  • Data backup : 1 backups per month
  • Profiles : 3
  • Organizational hierarchy (Roles) : 3
  • Audit Logs
  • Allowed IPs
  • Zoho PhoneBridge for Call Centers
  • Integrations with 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 credits per day per organization
  • Functions : 10000 credits per day per organization
  • Functions - Send Mail : 1000 emails per day
  • Classic Support
  • Premium (paid)
  • Enterprise (paid)
Standard
$12 /User/Month
Billed Yearly

Features

  • Includes features of Starter plan, plus
  • Email insights
  • Scoring rules : 10 rules per module
  • Custom fields : 10 fields per module
  • Unique fields : 2 fields per module
  • Tab groups : 10 groups
  • Workflow rules : 6 rules per module, 5 conditions per rule
  • Email Notification : 100 emails per User License
  • Convert Action
  • Zia Intelligence for Automation
  • Custom reports : 100
  • Schedule reports : 20 Schedulers per user, Maximum 100 schedulers per day.
  • Custom dashboards : 10 Dashboards
  • Social tab : 1 Brand
  • Email templates : 100
  • Web-to-lead form : 5 form per module
  • Web-to-contact form : 5 form per module
  • Tagging : 5 tags per record, 20 tags per module
  • Data storage (all modules) : 100000
  • Data backup : 2 backups per month
  • Profiles : 5
  • Organizational hierarchy (Roles) : 5
  • Groups : 20
  • CRM Marketplace (Extensions for Zoho CRM)
  • Functions : 15000 credits per day per organization
Professional
$20 /User/Month
Billed Yearly

Features

  • Includes features of Standard plan, plus
  • Macros
  • SalesSignals
  • Scoring rules : 20 rules per module
  • Email Association with Deals
  • Custom fields : 155 fields/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, 5 conditions per rule
  • Email Notification : 200 emails per User License
  • 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 org. (whichever is lower)
  • Assignment rules : 20 rules and 20 rule entries
  • Active Blueprints : 3
  • Common Transition per Blueprint : 2
  • Transition per Blueprint : 10
  • Field count during Transition : 4
  • Custom reports : Unlimited
  • Custom dashboards : Unlimited
  • Email templates : Unlimited
  • Mass email : 500 emails per day
  • Zoho CRM for Google Ads
  • Web-to-lead form : 10 form per module
  • Web-to-contact form : 10 form per module
  • Web-to-case form
  • Gamescope
  • Tagging : 10 tags per record, 60 tags per module
  • Products
  • Price books
  • Sales quotes
  • Sales orders
  • Invoices
  • Vendors
  • Purchase orders
  • Cases
  • Solutions
  • Data storage (all modules) : Unlimited
  • 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
  • API : 500000 credits per day per organization
  • Functions : 20000 credits per day per organization
Enterprise
$35 /User/Month
Billed Yearly

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)
  • Picklist history tracking
  • 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, 10 conditions per rule
  • Email Notification : 300 emails per User License
  • 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 : 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 : 10 tags per record, 100 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
  • Zoho Webinar Integration
  • Zoho Backstage Integration
  • Integration with Zoho Creator
  • Zoho SalesInbox
  • Zoho CRM web forms for Google Sites : 20 per module
  • Mobile SDK
  • Web Apps SDK
  • Widgets
  • Connections
  • API : 1000000 credits per day per organization
  • Functions : 100000 credits per day per organization
Ultimate
$87.18 /User/Year

Features

  • Includes features of Enterprise plan, plus
  • Dedicated database cluster
  • Advanced Customization
  • Automation suggestions
  • Data enrichment
  • Enhanced storage
  • Email sentiment
CRM Plus
$36.32 /User/Month

Features

  • Includes features of Enterprise Edition plan, plus
  • Email marketing
  • Customer surveys
  • Visitor tracking
  • Social Media Marketing
  • Project management
  • Advanced Analytics

Add-ons

  • CRM - 5GB Storage : $5 per month
  • Campaigns - 5000 Contacts : $45 per month
  • SalesIQ - 100000 Visitors : $100 per month
  • Reports - 2 Million Rows : $80 per month
  • Social - 1 Brand : $20 per month
Screenshot of the Vendor Pricing Page
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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.

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Zoho CRM Reviews

OVERALL RATING
3.9
Based on 5,192 Rating(s)
Rating Distribution
  • 3697
  • 750
  • 296
  • 420
  • 29
SHARE YOUR EXPERIENCE Write a Review
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Dan HolensteinSource : play.google.com
(Reviewed on 22 August 2019)

This app is well designed. It keeps me on the top.

...more
Rapunzel JonesSource : play.google.com
(Reviewed on 19 August 2019)

good

...more
Boimah SambolaSource : play.google.com
(Reviewed on 13 August 2019)

This CRM app has been essential in my business. We run a virtual/mobile consulting business using phones and tablets. ZOHO is what we use to log client data while on the phone. Very simple to make sharable forms to be used by our virtual assistants/customer service agents. Thanks Zoho

...more
ramon irigoyenSource : play.google.com
(Reviewed on 12 August 2019)

great

...more
Sujeet YadavSource : play.google.com
(Reviewed on 12 August 2019)

good

...more
Jane ShoreSource : saasworthy.com
(Reviewed on 09 August 2019)
Zoho

Pretty ok for its money. 

Downsides: mandatory Last Name field (like honestly, who on Earth makes this field an id) and sometimes forms are not customizable enough.

...more
Edrick UjaqueSource : play.google.com
(Reviewed on 08 August 2019)

Several functions not working for a week now. Cannot leave notes, cannot see previous notes, cannot upload attachments amoung other things. I understand that glitches happen but they do not typically take 1 week to get fixed. Every day counts for a company that lives by the information from their CRM. Please do not ask me ro contact the Zoho customer service team. I've done that and nothing is happening. Fix it now!

...more
Todd LammieSource : play.google.com
(Reviewed on 04 August 2019)

custom views are not available. finding and keeping information is like finding a needle in a haystack

...more
Sagar khairnarSource : play.google.com
(Reviewed on 01 August 2019)

One of the best Best app for the all CRM apps ... really very hard-working for this app making all team ... I am using this app and very easy to work ... Once again thanks Zoho team..

...more
Source : g2crowd.com
(Reviewed on 01 August 2019)
"zohocrm details and segments our customers like no other service "

What do you like best?

Zohocrm has given us a lot of freedom when working with graphics, as these can be as varied as we want: bars, pie charts, radial maps, among others. Thanks to its varied visual representations so well detailed and organized we can take a better management of metrics.

What do you dislike?

WYSIWYG interfaces are not clean enough or easy to use. To create documents it is better to integrate the platform into an office suite, as zohocrm complicates this work a lot. A problem with zohocrm is that it does not provide us with complete control of the sales team and their processes. Most of their email templates feel outdated, and there are several mailing platforms whose integrations with zohocrm detract from the performance. It doesn't really work properly to track sales models.

Recommendations to others considering the product:

The use of zohocrm can be good or bad depending on the approach you want to give it. We strongly recommend using it for forecasting, collecting feedback, and to prioritize potential customers based on their performance shown. Zohocrm is good enough to create analytics, and with them to carry out a more detailed and organized management of what happens inside and outside our website in relation to interaction with customers.

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

We can compare all the follow-ups of our performance metrics through a huge number of modules, whether based on computers, users, territories, among many others. With zohocrm our visualization of the metrics is much more secure and interactive, and we save a lot of work with the review of large databases.

...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

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
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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...
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