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Zoho CRM Review

Zoho CRM
Our score: 9.4 User satisfaction: 92%

What is Zoho CRM?

Zoho CRM is an award-winning web-based CRM designed to attract, retain, and satisfy customers to grow your business.

The core of Zoho CRM’s functionality is lead and contact management, but also sales pipeline management and purchase control. You can already assume what these features can do when bundled together, especially when placed on a revamped and easy-to-use interface that is so typical about Zoho. The home screen now includes 10 different components, with the main module navigation panel still placed on top for easier searching. Nevertheless, the user is always welcomed to customize the dashboard and make it look more business-specific.

It works well regardless if you’re a small business, an entrepreneur, or a large enterprise. Zoho CRM can automate daily business activities, track sales, and engage customers in different platforms. Likewise, its mobile platform lets you take CRM on location so can get updates fast and real-time, and close more deals even when on the go.

Another interesting hint is that you can also extend the CRM’s functionality by integrating it with popular applications,  including main Zoho productivity products, but also: Microsoft Outlook, MailChimp, QuickBooks, ConstantConnect and Google Apps; as well as with cloud-based connectors like OneSaas and CloudWork.

Overview of Zoho CRM Benefits

Zoho CRM offers a wide range of benefits, most of which related to closing more sales and attracting more customers. But how exactly does its functionality help your customer relationships improve? Let’s check this out:

It automates vital sales operations

The core value of Zoho CRM is that it automates daily sales tasks, converts web visitors into hot leads, imports prospects from external sources and parties including trade shows, direct emails, and seminar. Once imported in the system, leads are matched with the appropriate sales agents, and converted into buyers sooner than you could ever imagine. Most of sales operations in Zoho CRM are single-click ones, and can be customized to meet the specific needs of your business.

Zoho CRM also allows you to manage customer accounts, such as: monitor all accounts from a shared database; view them across products, locations, account, and status; and track their purchase history for cross-sell or upsell opportunities. Likewise, you can accurately forecast revenue, establish/assign/edit sales quotas, identify individual/team performance, measure forecast accuracy, and create customizable forecast reports and dashboards.

Gives access to important data in real time

Zoho CRM offers a handy Opportunity Tracking tool allows you to see where your customer is in the sales cycle, which is the deal’s size, contact history, and competitor profile to help you craft more fitting messages. Access these data in the easy, accurate Dynamic Reports & Dashboards.

Zoho also lets you identify and target inactive leads with historical data to realign your customer messaging. The Business Card View, for instance, allows you to quickly access all pertinent customer information in one window without the need to scroll or search. The Notes Section displays the time and content of past conversations for a more personal and logical communication. Sooner than you think, relationships will be streamlined, and you will be able to make smarter and more profitable business decision.

Makes maximal use of social media

Like it or not, most of our customers nowadays are coming from Twitter and Facebook pages, which is why it is essential to have a CRM that can link them to our products/services. Zoho CRM, for instances, follows their behaviors and categorizes them as leads and contacts, so that you could connect with them and send them invitations to give your work a look.

Allows you to go mobile

Zoho CRM has a special, dedicated mobile edition for Android and iOS users which helps stay in control of customers even while on the go. You can control their actions, access sales records, or send invitations directly from your mobile device.

It is integrated with Google Apps and Zoho suite

Zoho CRM connects to key Google Apps like Gmail, Docs and Calendar smoothly, on top of its native integration within the Zoho suite of apps. The result is you get to enhance the base system significantly with complementing apps.

Overview of Zoho CRM Features

Sales Force Automation
  • Lead Generation & Qualification
  • Pipeline Analysis
  • Sales Stage & Probability Analysis
  • Competitive Analysis
  • Real-Time Forecasting
  • Quota Management
Lead Management
  • Automate lead management process
  • Fast track lead to deal process
  • Capture leads from website
  • Import leads from trade shows, seminars, direct mail, etc.
  • Match sales-ready leads to the right sales people
  • Convert prospects into opportunities, accounts, and contacts with a single click
  • Sales processes as per own best practices (B2B & B2C)
Account Management
  • Single database
  • Customer data across products, geographies, account, and status
  • Parent-child relationships between customer accounts and their subsidiaries
  • Price quotes, sales orders and invoices
  • Purchase history to find cross-sell and up-sell opportunities
  • Loyalty programs
Effective Follow-up
  • Log important customer calls
  • Save customer meetings and calls in an intuitive calendar
  • Invite employees, leads and contacts to meetings and events
  • Manage recurring events by day, week, month and/or year
Website Integration with Forms
  • Create forms with no coding
  • Set rules to simplify lead distribution
  • Upload forms live instantly
  • Catch leads directly into your CRM
CRM Workflow Management
  • Workflow alerts while creating or modifying records
  • Associate tasks to the workflow rules with CRM records
  • Email notifications with templates and upon triggering a workflow rule
  • Auto schedule the workflow actions at pre-defined interval
  • Instant notifications to 3rd party applications via Webhooks
  • Custom Functions
  • Macros automate tasks
Sales Tracking
  • Sales Opportunity Management
  • Monitor sales opportunities across sales cycle
  • Import sales opportunities from third-party solutions and services
  • 360-degree view
  • Drag-and-drop customization wizard
  • Big deal alert
  • Sales pipeline and sales escalation process
  • Free Edition
Pulse
  • Track records that are critical to your business based on your criteria
  • Stay on top of sales updates in real time
  • Identify cold prospects for a sales follow-up
  • Sort updates by users and modules
  • Sort records by record owner and module
  • Complete visibility based on last activity
Sales Forecasting
  • Revenue based on data within Zoho CRM
  • Create, assign and revise sales quotas
  • Assess individual and team performance
  • Forecast accuracy against commit amounts
  • Fully customizable forecast reports and dashboards
Productivity
  • Business Card View
  • Quick glance at important details of the contact without scrolling or searching
  • Customize fields
MailMagnet
  • Captures, collates and distributes customer email activity within your CRM
  • Get notification and reply to customer emails within CRM
  • Intuitively scans your mailbox and displays only relevant emails
  • Send emails via your favorite mail client
  • Get a copy of the email linked to the right lead or contact in CRM
  • Link prospect and customers emails with your CRM data
  • Share emails from prospects based on your own rules
  • Create mail merge templates for different modules
  • Get updated user info in merged documents
  • Manage templates in secured folders
Document Library
  • Role-based folders, sub-folders
  • Share collateral to your salespeople
  • Send documents from your CRM
  • One document can have multiple versions
  • Quick feedback from colleagues to improve document
Social CRM
  • View social interactions of your brand with prospect
  • Reply to direct messages, likes and mentions via your brand’s social profile
  • Engage future prospects from within the social stream
  • Stay tapped on customer’s interests and updates
  • Comment or like them inside CRM
Mobile CRM
  • Real time access to customer data
  • Receive sales alerts
  • Search customers nearby, create tasks
  • Capture trade show leads directly into Zoho CRM
  • Digitalize and save business cards on your iPhone
CRM for Google Apps
  • Custom Modules, API, Webhooks and Custom Functions
  • Create campaigns, email marketing & autoresponders
  • Enable security controls, organizational hierarchy & territories

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Zoho CRM Position In Our Categories

Keeping in mind businesses have particular business requirements, it is only wise that they avoid going for a one-size-fits-all, ideal software solution. At any rate, it would be hard to try to come across such an app even among sought-after software systems. The logical step to do is to spell out the different main factors which necessitate analysis like major features, pricing, skill ability of staff members, company size, etc. Next, you must perform your research to a full extent. Have a look at some Zoho CRM analyses and explore each of the solutions in your list in detail. Such all-encompassing product research ensures you weed out poorly fit applications and choose the one which provides all the benefits your company requires.

Position of Zoho CRM in our main categories:

TOP 10

Zoho CRM is one of the top 10 CRM Software products

Zoho CRM is also listed in the following subcategories:

Each enterprise has different requirements and needs a software that can be personalized for their size, kind of workers and customers, and the specific industry they are in. For these reasons, no platform can offer perfect tools out-of-the-box. When you look for a software system, first be sure what you need it for. Read some Zoho CRM CRM Software reviews and ask yourself do you need basic functionality or do you require sophisticated features? Are there any industry-specific tools that you are seeking? Get the answers to these questions to help your search. There are plenty of elements that you need to reflect on and these include your budget, particular business needs, your organization size, integration requirements etc. Take your time, check out a few free trials, and finally select the app that presents all that you need to improve your organization competence and productivity.

How Much Does Zoho CRM Cost?

Zoho CRM Pricing Plans:

Free Trial

Free Edition

Free

Standard

$18/user/month

Professional

$30/user/month

Enterprise

$45/user/month

Ultimate

$100/user/month

Zoho CRM offers a free edition and per user subscription plans that are billed monthly or annually. All major cards, and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and Enterprise pricing plans to choose from.

 

Free – Up to 3 users, No credit card required.

  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Tasks, events, call logs, and notes
  • CRM views
  • Advanced filters
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow up rules
  • Twitter, Facebook & Google+ integration
  • 10 Email templates
  • Email opt-out
  • Several other features

Standard – $18/user/month (billed monthly) or $12/user/month (billed annually) plus tax, as applicable

  • All features from Free Plan +
  • Workflow rules
  • Scoring rules
  • Webforms
  • Sales forecasting
  • Custom fields
  • Roles and profiles
  • Document library
  • Charts and KPIs
  • Secure, encrypted transmission
  • Call center connectors

Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable

  • All Features from the Standard Plan +
  • Social CRM
  • Blueprint – Process management
  • Macros
  • Email integration
  • Inventory management
  • Google AdWords integration
  • Sales signals
  • Unlimited records

Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable

  • All Features from the Professional Plan +
  • Multi-user portals
  • Custom modules and buttons
  • Encryption at Rest
  • Subforms
  • Zia Voice – Conversational AI
  • Conditional fields
  • Mobile SDK and app distribution
  • Target meters, Anomaly detectors, Predictive AI

Ultimate – $100/user/month (billed annually)

  • All Features from other plans +
  • Data enrichment
  • Email sentiment
  • Automation suggestions
  • Enhanced storage
  • Dedicated Database cluster
  • Free Premium support

User Satisfaction

Positive Social Media Mentions 215
Negative Social Media Mentions 2

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Zoho CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Zoho CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Screenshots

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English
  • Chinese
  • German
  • Hindi
  • Japanese
  • Spanish
  • French
  • Russian
  • Italian
  • Dutch
  • Portugese
  • Polish
  • Turkish
  • Swedish

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Zoho CRM Comparisons

Zoho CRM user reviews

Simple but with a great set of features for sales management

Read full review >
Lynn
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 04.10.2019 Company Size: More than 100 Employees Industry: Information Technology and Services

Flexible with great features and price to fit our needs

Read full review >
Brian
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.09.2019 Company Size: 1-10 Employees Industry: Accounting

An affordable solution for all the features it offers

Read full review >
Maurice
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 15.09.2019 Company Size: More than 100 Employees Industry: Computer Software

Zoho Review – It’s Ok

Read full review >
Anonymous Reviewer
3/5

Overall impression

2/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 13.03.2019 Company Size: 11-50 Employees Industry: Health, Wellness and Fitness

Increase Your Search Engine Traffic with SEO Approach

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Anonymous Reviewer
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 04.02.2019 Company Size: N/A Industry: N/A

What are Zoho CRM pricing details?

Zoho CRM Pricing Plans:

Free Trial

Free Edition

Free

Standard

$18/user/month

Professional

$30/user/month

Enterprise

$45/user/month

Ultimate

$100/user/month

Zoho CRM offers a free edition and per user subscription plans that are billed monthly or annually. All major cards, and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and Enterprise pricing plans to choose from.

 

Free – Up to 3 users, No credit card required.

  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Tasks, events, call logs, and notes
  • CRM views
  • Advanced filters
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow up rules
  • Twitter, Facebook & Google+ integration
  • 10 Email templates
  • Email opt-out
  • Several other features

Standard – $18/user/month (billed monthly) or $12/user/month (billed annually) plus tax, as applicable

  • All features from Free Plan +
  • Workflow rules
  • Scoring rules
  • Webforms
  • Sales forecasting
  • Custom fields
  • Roles and profiles
  • Document library
  • Charts and KPIs
  • Secure, encrypted transmission
  • Call center connectors

Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable

  • All Features from the Standard Plan +
  • Social CRM
  • Blueprint – Process management
  • Macros
  • Email integration
  • Inventory management
  • Google AdWords integration
  • Sales signals
  • Unlimited records

Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable

  • All Features from the Professional Plan +
  • Multi-user portals
  • Custom modules and buttons
  • Encryption at Rest
  • Subforms
  • Zia Voice – Conversational AI
  • Conditional fields
  • Mobile SDK and app distribution
  • Target meters, Anomaly detectors, Predictive AI

Ultimate – $100/user/month (billed annually)

  • All Features from other plans +
  • Data enrichment
  • Email sentiment
  • Automation suggestions
  • Enhanced storage
  • Dedicated Database cluster
  • Free Premium support

What integrations are available for Zoho CRM?

You can extend Zoho CRM by integrating it with some of the following applications:

  • Zoho Mail
  • Zoho Creator
  • Zoho Finance Suite
  • Zoho PhoneBridge
  • Zoho Projects
  • Zoho Campaigns
  • Zoho SalesIQ
  • Zoho Cliq
  • Zoho Analytics
  • Zoho Survey
  • Zoho Desk
  • Zoho Forms
  • Zoho Writer
  • Zoho Motivator
  • Zoho Meeting
  • Google G Suite Integration
  • Gmail
  • Google Ads Integration
  • Microsoft Outlook
  • Microsoft Office 365
  • Plug-in for MS Word
  • QuickBooks
  • MailChimp
  • Contactology
  • Coconect
  • Constant Contact
  • Zopim
  • Twitter
  • Facebook
  • vWorkApp
  • ClickDesk
  • ExactTarget
  • HelpOnClick
  • gUnify
  • OneSaaS
  • Socket
  • TeamSupport.com
  • GetResponse
  • Wufoo
  • SimplyCast
  • CloudWork
  • Unbounce

Zoho CRM average rating:

Average score
5/5 (20 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Georgia

PROS: Zoho CRM offers flexible functionality for small businesses, start ups and non-profits at a fraction of the cost. The CRM not only allows us to manage contacts, but also host our email on their online server for no cost for up to 25 emails. The CRM grows with the company, so we can add functionality as needed.

CONS: Zoho seems to have multiple different platforms that are not always as integrated as they could be. Some of the functionality with the apps are duplicated and occasionally I've found its not as easy to cross-pollinate the data across the platforms as I'd like. There is no single administrative dashboard and several dashboards for the different apps could be better integrated.

Reviewed 2 years ago

Read full review >

The least favorable review

Anonymous Reviewer

PROS: Reporting, field mapping, ease of being able to categorize our clients.

CONS: Very glitchy. A system glitch has created producers and split up some of our clients. The email, notes, and other sections go missing on occasion. Basically, this makes the CRM unusable. Customer support is always very very very slow in resolving any issues. Support is not able to help across Zoho products. Sometimes it really confuses them if you mention something else. The responses are canned. I often think that I am chatting with a bot.

Reviewed 11 months ago

Read full review >

More reviews from 20 actual users:

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Latest
  • Latest
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  • Most positive
  • Most negative

Simple but with a great set of features for sales management

Read full review >
Lynn
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 04.10.2019 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: This tool is very simple and has an exhaustive set of features such as for lead management, allowing a salesperson to keep the track of all his leads. It also has a great dashboard that provides detailed and beautiful analytics, as well as integration with other applications like MailChimp, Google Apps, etc.

CONS: Its actions on redundant data need to be improved such that if there is redundant data, it should provide notification to admin as well as stakeholder's involved.

What do you think about this review? Great Poor

Flexible with great features and price to fit our needs

Read full review >
Brian
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.09.2019 Company Size: 1-10 Employees Industry: Accounting

PROS: Zoho CRM has been very flexible for our needs. Its attributes and pricing was a great fit. It also excels in integration, like its mail integration which was a huge plus for us. Its support team is the best out there.

CONS: It is a bit dated as far as looks go and does not have the user interface to allow for simple color variations. But the biggest weakness for me is the Calendar. I would love to see more flexibility there, reflecting which events are completed, cancelled or no show. It is a very forward looking calendar, but in my business I need to look back and see what transpired at the calendar level, not drilling into activities or clients.

What do you think about this review? Great Poor

An affordable solution for all the features it offers

Read full review >
Maurice
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 15.09.2019 Company Size: More than 100 Employees Industry: Computer Software

PROS: Zoho offers affordable pricing for the features offered. It is also a clean which makes it easy to use. The best part though is the integration it offers with the Zoho suite of products.

CONS: One main thing I dislike is the UI. Another major disappointment is the lack of integration with a number of third party apps.

What do you think about this review? Great Poor

Zoho Review – It’s Ok

Read full review >
Anonymous Reviewer
3/5

Overall impression

2/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 13.03.2019 Company Size: 11-50 Employees Industry: Health, Wellness and Fitness

PROS: Reporting, field mapping, ease of being able to categorize our clients.

CONS: Very glitchy. A system glitch has created producers and split up some of our clients. The email, notes, and other sections go missing on occasion. Basically, this makes the CRM unusable. Customer support is always very very very slow in resolving any issues. Support is not able to help across Zoho products. Sometimes it really confuses them if you mention something else. The responses are canned. I often think that I am chatting with a bot.

What do you think about this review? Great Poor

Increase Your Search Engine Traffic with SEO Approach

Read full review >
Anonymous Reviewer
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 04.02.2019 Company Size: N/A Industry: N/A

PROS: The "solid time" spends time on your site and it can affect the ranking of SEO.

CONS: SEO is a big world, to be united in a single, focused campaign for spreading across multiple online marketing strategies. From online social media activities and off-site link building, most successful companies are those who focus on every aspect of SEO.

What do you think about this review? Great Poor

A cost-effective solution that has a lot of functions

Read full review >
Steven
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.09.2018 Company Size: More than 100 Employees Industry: Logistics and Supply Chain

PROS: Zoho CRM gives the perfect break-up of sales cycle, offering great snapshots of the business via dashboards like "leads by source", "leads by industry", etc. with a high data storage capacity and bulk upload features that makes it easy for users.

CONS: For a company who is using multiple tools of Zoho, these should be integrated into one common home-page rather than having to log in to different URLs for different tools.

What do you think about this review? Great Poor

Extremely efficient and organized for our setup

Read full review >
Lucas
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 09.09.2018 Company Size: 1-10 Employees Industry: Information Technology and Services

PROS: Once the system is set up, it is extremely efficient. It has space and labels for every field we need, and is very user friendly on both import and export.

CONS: The setup is complicated. You need someone well-versed in the system to create the programming specific to your company.

What do you think about this review? Great Poor

An app that grows with the business and its changing needs

Read full review >
Victoria
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 10.05.2018 Company Size: 1-10 Employees Industry: Information Technology and Services

PROS: ZOHO CRM grows with the business, as it helps address your growing needs whether it is for campaigns, events, calls, opportunities, pricing, etc. And the ZOHO app for Android works really well.

CONS: I would like to seemore automation for standard and professional versions (workflows, alerts) rather than limiting it to the enterprise version. Also, a friendlier customizable section design would be great (such as a filtering actions). There is also the problem with integrating Zopim Chat.

What do you think about this review? Great Poor

Great tool

Read full review >
Becky
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 08.04.2018 Company Size: More than 100 Employees Industry: Computer Software

PROS: I like everything that came with Zoho. It's user-friendly and data can easily be uploaded from Excel. Great design layout. Simple in including fields to a contact/account/leads and etc... Search, contact filters, and targeted e-mail lists and communication are also easy.

CONS: Can't say, really. We're a subsidiary of a U.S.-based SAAS and a consulting firm headquartered in Russia. At the moment, there's only the two of us. This is a great tool for operating a small-scale business. Question: why do I receive alerts when the main Zoho owner is my boss?

What do you think about this review? Great Poor

Opportunities with it are limitless.

Read full review >
Valerie
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.03.2018 Company Size: More than 100 Employees Industry: Management Consulting

PROS: Zoho CRM is giving me full customization. This helps cater to my company's needs. It's a platform that allows me to be innovative and expand with very small restrictions. Affordable for any small-scale business. It gives the chance to compete head on with the bigger competition.

CONS: Other Zoho products have restrictions. For instance, when trying to integrate with Zoho CRM, it won't let me get far. I make use of automation and workflows for my tasks that would normally prevent me from being productive. I'm not at all sure if this is considered a negative thing with Zoho CRM. But it appears to be an out-of-the-box scenario.

What do you think about this review? Great Poor

Increased accuracy and efficiency for our work

Read full review >
Michael
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 17.03.2018 Company Size: 1-10 Employees Industry: Renewables & Environment

PROS: Zoho is great for tracking and analyzing our sales cycle. The custom workflows help manage our processes, and the integration with other apps like Zoho Campaigns, Zoho Survey, and Zoho Creator has been a great benefit to our small business.

CONS: Maybe a better "Social" integration, which is being improved, and integration with LinkedIn would make it better.

What do you think about this review? Great Poor

Intended for sales reps and functions well compared to others.

Read full review >
Alyssa
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 15.03.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: Great UI. Fast to work with. Zoho appears to be highly efficient. It's cost effective. A CRM that's really easy to use.

CONS: Difficulty in setting up packages/product kits. Duplicates happen (can be managed easily). Decent Outlook Client/Exchange integration. Still needs to work a little quicker. Having three columns instead of two makes room for enhanced usage. A big when it comes to setting up quotes.

What do you think about this review? Great Poor

Apart from its upsides, it’s customizable and user-friendly.

Read full review >
Kevin
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 01.03.2018 Company Size: 1-10 Employees Industry: Internet

PROS: You can kick things off free of charge. A non-technical individual can get things going in a few days. That means having the ability to enter activities and leads; translating leads to contacts; and possibly putting in quotes, invoices, orders, and products/services. An advanced user can include fields and sections that cater to certain business requirements. E-mail can also be generated.

CONS: E-mail tech support has been great. They're prompt in catering to inquiries. I hope phone support would be included in the professional version.

What do you think about this review? Great Poor

Flexible functionality at a lower cost

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Georgia
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 27.02.2018 Company Size: 11-50 Employees Industry: Civic & Social Organizations

PROS: Zoho CRM offers flexible functionality for small businesses, start ups and non-profits at a fraction of the cost. The CRM not only allows us to manage contacts, but also host our email on their online server for no cost for up to 25 emails. The CRM grows with the company, so we can add functionality as needed.

CONS: Zoho seems to have multiple different platforms that are not always as integrated as they could be. Some of the functionality with the apps are duplicated and occasionally I've found its not as easy to cross-pollinate the data across the platforms as I'd like. There is no single administrative dashboard and several dashboards for the different apps could be better integrated.

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A great CRM suited for small businesses

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Lorene
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.02.2018 Company Size: 1-10 Employees Industry: Information Technology and Services

PROS: Zoho is a great CRM for your small business if you are just starting out and you don't want to break the bank. It has a lot of features that you can take advantage of with the free version and it has a lot of advanced features you can use if you are willing to pay extra.

CONS: It's a great CRM if you know CRM. Otherwise, you may find it too overwhelming and complicated. At the very least, you'll get value out of it if you use it as a electronic rolodex.

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I’m able to control my business with it.

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Ora
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.01.2018 Company Size: 11-50 Employees Industry: Information Technology

PROS: It's simple in managing the sales life cycle. It's helpful in acuquiring info within open potentials or leads that have yet been contacted. That way you can concentrate in the right path so your business will grow. Information can be viewed in one dashboard so you get to see your operating sales.

CONS: We've been using Zoho CRM for the past seveal years now. And each day, I'm liking it more and more. That translates to zero negatives for this app.

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Business automation and management in one click.

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Christian
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 31.12.2017 Company Size: 11-50 Employees Industry: Computer Software

PROS: Zoho CRM happens to be one fine software. It's quick and comes packaged with everything. For the past few months, I've been utilizing it for customer support, reporting, collaborative efforts, and marketing. Handled all my work. Minimizes time and effort in small daily tasks.

CONS: There's nothing much to hate. That's what I love about them. They're constantly trying to improve in all areas. Everyone will love using it. It's cheap regardless if you're opting for their monthly/yearly plan.

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CRM with a great price point armed with expansions and integrations.

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Eileen
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 29.12.2017 Company Size: 11-50 Employees Industry: Computer Software

PROS: I love how it's within a reasonable price point. It's so simple to use (as long you know your way around tech). In my opinion, it's intuitive. The 2016 roll-out was exceptional. The upgrade was big and given to current users without added charges.

CONS: Customer support is impossible to cater. That could be due to possessing a legacy account type. We have the same upgrades. But it would seem we can't have support access that those in higher verions have. At times, it would say chat is available when in reality it's only sending an e-mail.

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Intuitive and easy to use tool for our data maintenance

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Norman
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.12.2017 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: Zoho CRM is intuitive and easy to use with many features included while having reasonable prices. It can be integrated with all the system applications, marketing tools, customer database etc. And its dashboard and customized view features help an organisation analyze its sales pipeline easily and review how each one is performing.

CONS: It is not able to identify the redundant data. Also, it does not provide any reminders for follow-up.

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A CRM tool that’s user-friendly and easy to use!

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Alejandro
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 17.12.2017 Company Size: More than 100 Employees Industry: Information Technology

PROS: Zoho CRM happens to be a simplified CRM that I've seen throughout my sales career. It certainly has its upsides. It has simple integration with other internet apps. Customized reports are proven to be important and insightful.

CONS: Zoho also has its downsides when compared to CRM tools. There are duplicate leads which could possibly lead to unsensible data. No cross-checks. With a majority of data is uploaded, the rate of response from Zoho CRM is painstakingly slow.

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Reviewed By Jenny Chang
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