Home/CRM Software/Zoho CRM
Updated on: February 24, 2020
What is Zoho CRM ?
Zoho CRM - CRM Software : SaaSworthy.com
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Zoho CRM

A fully-featured CRM software
(2,698 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.

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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 - 94588 / +1 (888) 900-9646
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Category CRM Software

Zoho CRM Pricing

Pricing ModelFree Trial , Freemium , Subscription
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
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
$100 /Month

Features

  • Includes features of Enterprise plan, plus
  • Dedicated database cluster
  • Advanced Customization
  • Automation suggestions
  • Data enrichment
  • Enhanced storage
  • Email sentiment
CRM Plus
$50 /User/Month
Billed Yearly

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.

Zoho CRM FAQs

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

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

Learn more about Zoho CRM features.

The pricing for Zoho CRM starts at $18.00 per user per month. Zoho CRM has 5 different plans:

  • Standard at $18.00 per user per month.
  • Professional at $30.00 per user per month.
  • Enterprise at $45.00 per user per month.
  • CRM Plus at $60.00 per user per month.
  • Ultimate at $100.00 per month.
    • Zoho CRM also offers a Free Plan with limited features.

      Learn more about Zoho CRM pricing.

Yes, Zoho CRM offers a free plan.

Learn more about Zoho CRM pricing.

Yes, Zoho CRM provides API.

Ask the Community View Community

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Zoho CRM Reviews

OVERALL RATING
3.3
Based on 2,698 Rating(s)
Rating Distribution
  • 1356
  • 373
  • 287
  • 652
  • 30
SHARE YOUR EXPERIENCE Write a Review
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than mahaurSource : play.google.com
(Reviewed on 06 December 2019)

Ok

...more
mohammad abdullahSource : play.google.com
(Reviewed on 06 December 2019)

A great initiative for sales, hope some updates will come soon, which will make it better, friendly, effective.

...more
Jordan ChinnSource : play.google.com
(Reviewed on 02 December 2019)

Wonderful experience if you ever need a CRM.

...more
Manish RaghaniSource : play.google.com
(Reviewed on 30 November 2019)

Notifications are not coming

...more
Igor KuzmenkoSource : play.google.com
(Reviewed on 26 November 2019)

Couldn't sign in, was getting dimmed screen after entering the credentials and that's it.

...more
Kaveh KamoonehSource : trustpilot.com
(Reviewed on 26 November 2019)
Program promises a lot of value but…

Program promises a lot of value but customer Service leaves a lot to be desired. Most tech support people are not very familiar with the product. It's true that Zoho has a lot of different applications and no one can know all of them, but why can't they just ask you which application you need help with and get you to talk to a person with that specialty. On boarding is very frustrating. If you can have the stomach to go through that, then eventually you may reach a place where you realize the promise of Zoho. But good luck getting there.

...more
VinniecfpSource : itunes.apple.com
(Reviewed on 25 November 2019)
Awesome

ZOHO has always been first class in each and every dynamic piece of software and apps they devise.

...more
Big chewsSource : itunes.apple.com
(Reviewed on 24 November 2019)
Good propram

Once you figure it out it works well. Everything needs to be entered for real time for accurate records. Very important that everyone use and updates so records are accurate.

...more
zoho scamSource : trustpilot.com
(Reviewed on 24 November 2019)
scam

scam, support never responds

...more
E LauraSource : trustpilot.com
(Reviewed on 22 November 2019)
Very very impressed.

We recently bought Zoho CRM for our sales and marketing teams to use and would recommend to anyone. Amazing price, and actually we've found the customer services team to be fantastic. Paddy (a member of their onboarding team has helped us with any issues that arose with set-up (not technical issues, more that we didn't know how to do it with absolute determination and professionalism. I couldn't fault the customer service we've received at all, and the CRM does absolutely everything we want it to.

...more
Read All Reviews

Videos on Zoho CRM

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...
read more
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