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Updated on: September 29, 2022
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98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Zoho CRM

A fully-featured CRM software
(2,866 Ratings) Write Review

What is Zoho CRM and how does it work?

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 Awards

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 Location / Phone Number Pleasanton, California / +1 877-834-4428
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Official Website https://www.zoho.com/crm/
Category CRM Software

Zoho CRM Pricing

Pricing ModelFree Trial , Freemium , Subscription
MONTHLY YEARLY
Standard

Features

  • Includes features of Free plan, plus
  • Sales forecasting
  • BCC dropbox for email
  • Email insights
  • Multiple currencies
  • Scoring rules : 10 fields/module
  • Reminders
  • Multiple Pipelines
  • Custom fields : 10 fields/module
  • Canvas Detailed View : 1 view/org
  • Custom list views : 50/module
  • Tab groups
  • Email Notifications per day : 100 emails/user license, 5,000 emails/day (whichever is lower)
  • Custom reports : 100
  • Schedule reports
  • Charts
  • KPI
  • Standard dashboards
  • Custom dashboards : 10 Dashboards
  • Zoho CRM Analytics Mobile App
  • Enrich data with Twitter profile
  • Enrich data with Facebook profile
  • Social tab
  • Automated Lead Generation from social media
  • Social interaction with leads/contacts
  • Social Lite
  • Email templates : 100
  • Mass email
  • Marketing campaigns
  • Web-to-lead form : 5 forms/module
  • Web-to-contact form : 5 forms/module
  • Notify owner
  • Calendar sync through CalDAV
  • Calendar Booking
  • Groups for team collaboration
  • Tagging
  • Free storage/user license : 512 MB
  • Additional file storage : $4 per Month per 5GB
  • Data Administration
    • 1-200 Users
      • Data storage : 100,000 records (200 MB)
    • Above 200 Users
      • Data storage : 100,000 records (200 MB)
    • Import data (per batch) : 10,000 records
    • Free Data backup : 2 backups/month
    • Groups : 20
    • Audit Logs
    • Allowed IPs
  • API : 100,000 credits/day/org.
  • Add-Ons and Integrations
    • Online Meetings : Zoom, GoToMeeting, Zoho Meeting and 12 others
    • Telephony and PBX : Ring.io, Amazon Connect, Zoho PhoneBridge and 106 others
    • Team Collaboration : Slack, Teams, Zoho Cliq and 9 others
    • Office Productivity : Zapier, Trello, Zoho Flow and 26 others
    • Storage : Google Drive, Dropbox, Zoho Workdrive and 4 others
    • Analytics : Zoho Analytics, Google Analytics, dotConnect and 10 others
    • Email Marketing : Mailchimp, Zoho Campaigns and 4 others
    • Customer Service : Zendesk, Zoho Desk and 15 others
    • Finance : PayPal, Quickbooks, Pay U and 18 others
    • Business Operations : Amazon Seller Central and 15 others
    • Maps and route planning
    • Integration with Microsoft 365
  • Integration with Google Workspace
    • Zoho CRM contextual gadget for Gmail
    • Export events to Google Calendar
    • Export to Google Tasks
    • Zoho CRM web forms for Google Sites : 1/module
    • Synchronize Google Calendar
    • Synchronize Google Contact
  • Support
    • Classic
    • Premium : Paid
    • Enterprise : Paid
Professional

Features

  • Includes features of Standard plan, plus
  • Macros
  • SalesSignals
  • Scoring rules : 20 fields/module
  • Assignment rules
  • Email Association with Deals
  • Custom fields : 155 fields/module
  • Custom links
  • Canvas Detailed View : 3 views/org
  • Validation Rules : 5 rules/layout
  • Custom list views : Unlimited
  • Active Blueprints : 3
  • Webhooks per day : 1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)
  • Email Notifications per day : 200 emails/user license, 10,000 emails/day (whichever is lower)
  • Custom reports : Unlimited
  • Custom dashboards : Unlimited
  • Email templates : Unlimited
  • Email relay
  • Zoho CRM for Google Ads
  • Web-to-lead form : 10 forms/module
  • Web-to-contact form : 10 forms/module
  • Web-to-case form
  • Motivator
  • Inventory Management
    • Products
    • Price books
    • Sales quotes
    • Sales orders
    • Invoices
    • Vendors
    • Purchase orders
  • Customer Support
    • Cases
    • Solutions
    • Web-to-case form : 10 forms/module
  • Data Administration
    • 1-200 Users
      • Data storage : 10 GB (5M records approx)
      • Additional Storage per user license : 20 MB
      • Additional data storage : $4/100 MB
    • Above 200 Users
      • Data storage : 10 GB (5M records approx)
      • Additional Storage per user license : 20 MB
      • Additional data storage : $2/100 MB
    • Import data (per batch) : 20,000 records
    • De-duplicate data
  • Security Administration
    • Field-level security
    • Groups : 30
  • API : 500,000 credits/day/org.
  • Integration with Microsoft
    • Plug-in for Microsoft Outlook
  • Integration with Google Workspace
    • Zoho CRM web forms for Google Sites : 10/module
Enterprise

Features

  • Includes features of Professional plan, plus
  • Contextual custom related lists
  • Custom signals
  • Scoring rules : 30 fields/module
  • Email parser
  • Wizards
  • Multiple Scoring Rules : 25 rules/module
  • Custom fields : 300 fields/module
  • Picklist history tracking
  • Web tabs
  • Custom modules : 100 modules (2 modules/user license)
  • Custom buttons
  • Sandbox : Configuration type - 3, Configuration and Data type - 2
  • Page layouts
  • Canvas view : 3 views/user/module
  • Canvas Detailed View : 5 views/org
  • Layout Rules
  • Validation Rules : 10 rules/layout
  • Subforms
  • Translations
  • Approval Process
  • Schedules
  • Active Blueprints : 50
  • Webhooks per day : 1/action 500,000 calls/day or 500 calls/user license/day Limit applicable for the org. (whichever is lower)
  • Email Notifications per day : 500 emails/user license, 25,000 emails/day (whichever is lower)
  • Review Process
  • CommandCenter
  • Data Enrichment
  • Conversational AI
  • Zia Reminder
  • Best time to contact
  • Macro suggestion
  • Zia Intelligence for Automation
  • Prediction Builder : 2 Prediction models/Org
  • Assignment suggestion by Zia
  • Workflow suggestions by Zia
  • AI for emails
  • Recommendation engine : 1 recommendation model/Org
  • Image Validation : 1 rule/Org
  • Recommendations Notifications : 5 Notifications/Configuration
  • Funnels
  • Target Meter
  • Comparator
  • Cohorts
  • Quadrants
  • Zone
  • Anomaly Detectors (Powered by Zia) : 10 trends Additional 1/user (Maximum 50)
  • Webform Analytics
  • Webform A/B Testing
  • Analytics - Enhancements in Anomaly Component with notifications in Zia
  • Workflow reports
  • Marketing Attribution
  • Customer segmentation
  • Auto-responders
  • Web-to-lead form : 20 forms/module
  • Web-to-contact form : 20 forms/module
  • Web-to-case form : 20 forms/module
  • Case escalation rules
  • Portals
  • Free storage/user license : 1 GB
  • Data Administration
    • 1-200 Users
      • Data storage : 10 GB (5M records approx)
      • Additional Storage per user license : 50 MB
      • Additional data storage : $4/100 MB
    • Above 200 Users
      • Data storage : 15 GB (7.5M records approx)
      • Additional Storage per user license : 50 MB
      • Additional data storage : $2/100 MB
    • Import data (per batch) : 30,000 records
  • Security Administration
    • Reporting Hierarchy
    • Data sharing rules : 15 rules/module
    • Groups : 50
    • Record-level sharing
    • Data Encryption (EAR)
    • Territory management : 150 territories
  • Developers Tools
    • Client Scripts
    • Mobile SDK
    • Web Apps SDK
    • Widgets
    • Connections
    • API : 1,000,000 credits/day/org (1000/user license)
    • Functions : 200,000 credits/day/org (500/user license).
  • Integration with Google Workspaces
    • Zoho CRM web forms for Google Sites : 20/module
Ultimate

Features

  • Includes features of Enterprise plan, plus
  • Scoring rules : 50 fields/module
  • Multiple Scoring Rules : 40 rules/module
  • Custom fields : 500 fields/module
  • Custom modules : 500 modules (5 modules/user license)
  • Sandbox : Configuration type - 7, Configuration and Data type - 3
  • Canvas view : 25 views/org
  • Validation Rules : 25 rules/layout
  • Active Blueprints : 100
  • Webhooks per day : 1/action 1,000,000 calls/day or 1000 calls/user/day Limit applicable for the org. (whichever is lower)
  • Email Notifications per day : 1,000 emails/user license, 50,000 emails/day (whichever is lower)
  • Prediction Builder : 20 Prediction models/Org
  • Recommendation engine : 10 recommendation models/Org
  • Image Validation : 20 rules/Org
  • Anomaly Detectors (Powered by Zia) : 20 trends Additional 2/user (Maximum 100)
  • Web-to-lead form : 100 forms/module
  • Web-to-contact form : 100 forms/module
  • Web-to-case form : 100 forms/module
  • Free storage/org : 5 GB
  • Free storage/user license : 1 GB
  • Additional file storage : $4 per month per 5GB
  • Data Administration
    • 1-200 Users
      • Data storage : 10 GB (5M records approx)
      • Additional Storage per user license : 100 MB
      • Additional data storage : $4/100 MB
    • Above 200 Users
      • Data storage : 30 GB (15M records approx)
      • Additional Storage per user license : 100 MB
      • Additional data storage : $4/100 MB
    • Import data (per batch) : 50,000 records
    • Free Data backup : 4 backups/month
  • Security Administration
    • Data sharing rules : 100 rules/module
    • Groups : 250
    • Territory management : 250 territories
  • API : Unlimited credits/day/org (2000/user license).
  • Functions : Unlimited credits/day/org (1000/user license)
  • Integration with Google Workspace
    • Zoho CRM web forms for Google Sites : 100/module
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Disclaimer: The pricing details were last updated on 04/01/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Zoho CRM pricing.

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Zoho CRM Reviews

OVERALL RATING
4.2
Based on 2,866 Rating(s)
Rating Distribution
  • 47.5 %
  • 36.2 %
  • 10.8 %
  • 3.1 %
  • 3.1 %
SHARE YOUR EXPERIENCE Write a Review
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Videos on Zoho CRM

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Zoho CRM Screenshots

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Zoho CRM FAQs

Zoho CRM is CRM Software. Zoho CRM offers the following functionalities:

  • Quotes (Proposals)
  • List Management
  • Customer Support
  • Marketing Automation
  • Referral Tracking
  • Project Management
  • Lead Scoring
  • Product Catalog
  • Call Logging
  • Contact Management

Learn more about Zoho CRM features.

Yes, Zoho CRM provides API.

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Maintaining a Clean CRM Database
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Gain more insight into sales with three types of CRM reports
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Customers

Amazon
Amazon
EuroKids
EuroKids
HotStar
HotStar
OLA
OLA
Zeta
Zeta
Chai Point
Chai Point
FundsIndia
FundsIndia
BookingLive
BookingLive
Purolight
Purolight
Selectra
Selectra

Zoho CRM Integration

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Disclaimer

The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com