Zoho CRM

About Zoho CRM

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.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $14.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%
Reviews

90%
Momentum

73%
Popularity

90%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

Available

Modes of Support

24/7 (Live rep), Business Hours, Online

Zoho CRM Awards

# 1 Most Worthy Software CRM Software
Q1 2024

# 5 Highly Rated Software CRM Software
Q1 2024

# 5 Fastest Growing Software CRM Software
Q1 2024

# 4 Most Popular Software CRM Software
Q1 2024

# 1 Most Worthy Software CRM Software
Q1 2023

# 5 Highly Rated Software CRM Software
Q1 2023

# 4 Fastest Growing Software CRM Software
Q1 2023

# 3 Most Popular Software CRM Software
Q1 2023

# 1 Most Worthy Software CRM Software
Q1 2022

# 19 Highly Rated CRM Software
Q1 2022

# 2 Fastest Growing CRM Software
Q1 2022

# 3 Most Popular CRM Software
Q1 2022

# 2 Most Worthy CRM Software
Q4 2020

# 10 Highly Rated CRM Software
Q4 2020

# 3 Most Popular CRM Software
Q4 2020

# 2 Most Worthy CRM Software
Q3 2019

# 13 Highly Rated CRM Software
Q3 2019

# 4 Fastest Growing CRM Software
Q3 2019

# 4 Most Popular CRM Software
Q3 2019

# 1 Most Searched CRM Software
Q3 2019

Zoho CRM Features

Show Feature Explanation

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Zoho CRM Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Standard $14.00 $20.00 per user / month

Automate and optimize your sales cycle

Features

Sales Force Automation
- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
Automation and Process Management
- Workflow rules
- Email notifications
Product Customization
- Homepage customization
- Rename tabs
- Custom list views
- Custom fields
- Canvas
- Tab groups
Reports and Analytics
- Predefined reports
- Predefined dashboards
- Custom reports and dashboards (Limited)
- Basic dashboard components
- Analytics mobile app
Marketing Automation
- Email templates
- Email authentication
- Mass email
- Social profile integration
Security
- Profiles
- Role-based hierarchy
- Multiple organizations
- GDPR compliance
- CRM audit logs
- IP address restriction

Professional $23.00 $35.00 per user / month

Improve customer acquisition and accelerate growth

Features

Sales Force Automation
- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
- Macros
- SalesSignals
- Assignment rules
Automation and Process Management
- Workflow rules
- Email notifications
- Blueprint
- Webhooks
Product Customization
- Homepage customization
- Rename tabs
- Custom list views
- Custom fields
- Canvas
- Tab groups
- Validation rules
Reports and Analytics
- Predefined reports
- Predefined dashboards
- Custom reports and dashboards (Limited)
- Basic dashboard components
- Analytics mobile app
- Custom reports and dashboards (Unlimited)
Marketing Automation
- Email templates
- Email authentication
- Mass email
- Social profile integration
- Email relay
- CRM for Google Ads
Security
- Profiles
- Role-based hierarchy
- Multiple organizations
- GDPR compliance
- CRM audit logs
- IP address restriction
- Field-level security

Enterprise $40.00 $50.00 per user / month

Manage global CX operations with the complete CRM

Features

Sales Force Automation
- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
- Macros
- SalesSignals
- Assignment rules
- Multiple scoring rules
- Custom SalesSignals
- Email parsers
- Data entry wizards
- Portals
Automation and Process Management
- Workflow rules
- Email notifications
- Blueprint
- Webhooks
- Record approval process
- Data review process
- Custom functions
- CommandCenter
Product Customization
- Homepage customization
- Rename tabs
- Custom list views
- Custom fields
- Canvas
- Tab groups
- Validation rules
- Custom modules
- Custom buttons
- Page layouts
- Translations
- Developer sandbox
Reports and Analytics
- Predefined reports
- Predefined dashboards
- Custom reports and dashboards (Limited)
- Basic dashboard components
- Analytics mobile app
- Custom reports and dashboards (Unlimited)
- Advanced dashboard components
- Anomaly detectors
- Webform analytics
Artifical Intelligence
- Data enrichment
- Prediction
- AI sales forecasting
- Anomaly detection
- Recommendation
- AI analytics
- Communication
- Image validation
- Conversational AI
- Email intelligence
- Conversation intelligence
- Voice of the Customer
Marketing Automation
- Email templates
- Email authentication
- Mass email
- Social profile integration
- Email relay
- CRM for Google Ads
- Attribution
- Segmentation
- Auto-responders
Security
- Profiles
- Role-based hierarchy
- Multiple organizations
- GDPR compliance
- CRM audit logs
- IP address restriction
- Field-level security
- Reporting hierarchy
- Record-level sharing
- Territory management
- Data encryption
Lite users add-on
- Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly)

Ultimate $52.00 $65.00 per user / month

Scale exponentially with dedicated BI capabilities

Features

Sales Force Automation
- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
- Macros
- SalesSignals
- Assignment rules
- Multiple scoring rules
- Custom SalesSignals
- Email parsers
- Data entry wizards
- Portals
Automation and Process Management
- Workflow rules
- Email notifications
- Blueprint
- Webhooks
- Record approval process
- Data review process
- Custom functions
- CommandCenter
Product Customization
- Homepage customization
- Rename tabs
- Custom list views
- Custom fields
- Canvas
- Tab groups
- Validation rules
- Custom modules
- Custom buttons
- Page layouts
- Translations
- Developer sandbox
Reports and Analytics
- Predefined reports
- Predefined dashboards
- Custom reports and dashboards (Limited)
- Basic dashboard components
- Analytics mobile app
- Custom reports and dashboards (Unlimited)
- Advanced dashboard components
- Anomaly detectors
- Webform analytics
- Zoho Analytics
Artifical Intelligence
- Data enrichment
- Prediction
- AI sales forecasting
- Anomaly detection
- Recommendation
- AI analytics
- Communication
- Image validation
- Conversational AI
- Email intelligence
- Conversation intelligence
- Voice of the Customer
Marketing Automation
- Email templates
- Email authentication
- Mass email
- Social profile integration
- Email relay
- CRM for Google Ads
- Attribution
- Segmentation
- Auto-responders
Security
- Profiles
- Role-based hierarchy
- Multiple organizations
- GDPR compliance
- CRM audit logs
- IP address restriction
- Field-level security
- Reporting hierarchy
- Record-level sharing
- Territory management
- Data encryption
Lite users add-on
- Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly)

CRM Plus $57.00 $69.00 per user / month

Unify sales, service, and marketing on one platform

Features

Eight apps, all features included
Users have access to all apps
Fully integrated

CRM Flex $14.00 $14.00 per user / month

billed Yearly

Build a custom sales, service, and marketing bundle

Features

Select the apps you need
Select editions and users for each app
Fully integrated

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 29/01/2024 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

User Rating

4.2/5 (Based on 5,343 Ratings)

Rating Distribution

Excellent
45.4%
Very Good
36.5%
Average
11.9%
Poor
3.5%
Terrible
2.8%

User Sentiments

Ease of Use, Customizable Interface, Extensive Integrations, Affordable Pricing

Slow Customer Support, Occasional Software Glitches, Limited Mobile Functionality, Complex Customization

Do You Use Zoho CRM?

Write a Review

Review Summary

Zoho CRM receives positive reviews for its user-friendly interface and affordability. Users appreciate its comprehensive features, including lead tracking, contact management, and automation capabilities. However, some users report a steep learning curve and occasional glitches, particularly with advanced features. While customer support receives mixed feedback, Zoho CRM is highly recommended for businesses seeking an all-in-one solution to improve efficiency and customer relationships.

Pros

Intuitive interface and userfriendly design make it easy for teams to adopt and use.
Wide range of customization options allow businesses to tailor the software to their specific needs.
Comprehensive suite of features, including sales, marketing, customer service, and project management, helps businesses manage their operations efficiently.
Affordable pricing plans make it accessible for businesses of all sizes.

Cons

Some users report occasional glitches and bugs that can disrupt workflow.
Steep learning curve for some features may require additional training or support.
Limited integrations with thirdparty applications may not meet the needs of all businesses.
Limited reporting and analytics capabilities may not provide insights required for advanced decisionmaking.