Who Uses Zoho CRM?

Zoho CRM can be used by small, middle and large businesses. You can even build your own version of Zoho CRM. Sell smarter and faster with Zoho CRM.

What Is Zoho CRM?

Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.

Zoho CRM Details

Zoho

https://www.zoho.com

Founded 1996

Zoho CRM Software - Multichanel
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Zoho CRM pricing overview

See pricing plans

Zoho CRM has a free version and offers a free trial. Zoho CRM paid version starts at US$14.00/month.


Starting Price

US$14.00/month See pricing details

Free Version

Yes

Free Trial

Zoho CRM deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Zoho CRM Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

View full list of CRM Software

  • Call Centre Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages/Web Forms
  • Lead Management
  • Lead Qualification
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes/Estimates
  • Referral Tracking
  • Survey/Poll Management
  • Territory Management

View full list of CRM Software for Mac

  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Contact Management
  • Document Storage
  • Email Management
  • Forecasting
  • Interaction Tracking
  • Lead Management
  • Lead Qualification
  • Live Chat
  • Marketing Automation
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM for Small Businesses

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Bid Management
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Change Order Management
  • Client Tracking
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Estimating
  • For AEC Industry
  • Forecasting
  • Job Costing
  • Job Scheduling
  • Lead Management
  • Pipeline Management
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Quotes/Estimates
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Approval
  • Sales Pipeline Management
  • Scheduling
  • Subcontractor Management
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Warranty Tracking
  • Workflow Management

View full list of Construction CRM Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Batch Processing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Synchronisation
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Tagging
  • Task Management
  • Template Management
  • Third Party Integrations
  • Workflow Management

View full list of Contact Management Software

  • AB Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Behaviour Tracking
  • CRM
  • Campaign Analytics
  • Campaign Management
  • Chat/Messaging
  • Churn Management
  • Communication Management
  • Community Management
  • Content Creation
  • Content Management
  • Customer Database
  • Customer Experience Management
  • Customer Segmentation
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Drag & Drop
  • Email Management
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • Gamification
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Language
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Social Media Integration
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Third Party Integrations
  • Video Support
  • Visual Analytics
  • Widgets
  • Workflow Management

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  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Campaign Management
  • Chat/Messaging
  • Communication Management
  • Customer Experience Management
  • Customer Segmentation
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Data Visualisation
  • Drag & Drop
  • Email Management
  • Engagement Tracking
  • Feedback Management
  • Knowledge Management
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Management
  • Multi-Language
  • Negative Feedback Management
  • Predictive Analytics
  • Ratings / Reviews
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Sentiment Analysis
  • Social Media Integration
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Text Analysis
  • Third Party Integrations
  • Trend Analysis
  • Visual Analytics
  • Widgets
  • Workflow Management

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  • API
  • Activity Dashboard
  • Activity Tracking
  • CRM
  • Campaign Analytics
  • Campaign Management
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  • Campaign Segmentation
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  • Communication Management
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Profiles
  • Customer Segmentation
  • Customer Surveys
  • Customisable Branding
  • Customisable Templates
  • Discount Management
  • Email Management
  • Email Marketing
  • Engagement Tracking
  • Gamification
  • Gift Card Management
  • Loyalty Cards
  • Loyalty Program
  • Member Portal
  • Membership Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Performance Metrics
  • Point of Sale (POS)
  • Promotions Management
  • Real Time Analytics
  • Real Time Data
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Rewards Management
  • SMS Marketing Managment
  • Segmentation
  • Social Media Integration
  • Social Promotion
  • Survey/Poll Management
  • Surveys & Feedback
  • Third Party Integrations
  • Transaction History
  • eCommerce Management

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  • API
  • Access Controls/Permissions
  • Account Alerts
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Asset Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Expense Tracking
  • Forecasting
  • Household Tracking
  • Influence Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Marketing Automation
  • Mobile Access
  • Pipeline Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Sales Reports
  • Search/Filter
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

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  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Monitoring
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Social Media Integration
  • Source Tracking
  • Task Management
  • Template Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management

View full list of Lead Management Software

  • AB Testing
  • API
  • Activity Dashboard
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  • Analytics/ROI Tracking
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  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
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  • Conversion Tracking
  • Customer Database
  • Customisable Branding
  • Customisable CTAs
  • Customisable Forms
  • Customization
  • Data Import/Export
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Distribution
  • Email Marketing
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multivariate Testing
  • Real Time Data
  • SMS Marketing Managment
  • Sales Analytics
  • Search Marketing
  • Segmentation
  • Social Marketing
  • Social Promotion
  • Template Management
  • Third Party Integrations
  • Visual Analytics
  • Website Analytics
  • Website Visitor Tracking
  • Workflow Management

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  • API
  • Activity Dashboard
  • Activity Tracking
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cataloguing/Categorisation
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Live Chat
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Reminders
  • Reporting & Statistics
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Self Service Portal
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Web-based Deployment
  • Workflow Management
  • XML / RSS

View full list of Online CRM Software

  • AI/Machine Learning
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Segmentation
  • Customisable Templates
  • Customizable Fields
  • Customizable Scoring
  • Data Enrichment
  • Demographic / Firmographic Data
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Multiple Scoring Models
  • Opportunity Management
  • Pipeline Management
  • Predictive Analytics
  • Prioritisation
  • Process/Workflow Automation
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management

View full list of Predictive Lead Scoring Software

  • API
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  • Activity Dashboard
  • Activity Tracking
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  • Appointment Scheduling
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  • Calendar Management
  • Campaign Management
  • Client Management
  • Client/Property Matching
  • Commission Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Synchronisation
  • Document Management
  • Document Storage
  • Drag & Drop
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  • Email Templates
  • Email Tracking
  • Interaction Tracking
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  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Pipeline Management
  • Pipeline Reports
  • Real Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
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  • Template Management
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  • Workflow Management

View full list of Real Estate CRM Software

  • API
  • Access Controls/Permissions
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  • Campaign Management
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  • Customisable Branding
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  • Document Management
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  • Email Templates
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  • For Sales Teams/Organizations
  • Goal Management
  • Lead Capture
  • Lead Generation
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  • Meeting Management
  • Opportunity Management
  • Performance Management
  • Pipeline Management
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  • Graphical Data Presentation
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  • Modeling & Simulation
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Zoho CRM Alternatives - Capterra New Zealand 2021

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Zoho CRM Reviews

Read all reviews

Overall rating

4.2/5

Average score

Ease of Use 4.1
Customer Service 4
Features 4.2
Value for Money 4.3

Review software

Share your experiences with other software buyers.

Write a Review!
Aminuddin B.
Information Technology Manager
Telecommunications, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 29/01/2021

"The best CRM we have use"

Comments: Zoho CRM help us to easily managing our customer support and interaction with customer. It is so easy to learn all the features and has help us managing leads coming from the marketing funnel.

Pros: Zoho CRM is cloud based platform, which mean it can be access from any device with internet connection. Managing a customer relationship tools like emails, quick chat, bot chat, sales call, marketing funnel and social media is very possible with Zoho CRM and the tools is well build with no problem to integrate it with third part service.

Cons: The are some bugs and glitches that are still not fixed. Sometimes, i can even login to the platform and keep showing an error for the Captcha. Other than that, the email template that are provided is difficult to edit and not many option to customized it.

  • Reviewer Source 
  • Reviewed on 29/01/2021
Damian C.
Consultant
Management Consulting, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    4 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 22/10/2020

"A functional CRM that does the basics and more, well. Fits a business of any size."

Comments: I think there are some very good functions and features in Zoho CRM. It is easy easy to use and also has a raft of potential add-ons in the Zoho Suite that can be used at a small cost such as Zoho Sign which is so simple to use along with Zoho Survey. It can be White Labelled which I like.

Pros: It ticks our list as a Cloud-based solution after moving from a system on a shared network drive operation. You receive quite a lot for the price. It is built around the sales funnel/channel and does this well. It gives you all the functionality within the leads or accounts fields to record meetings, interactions, emails, phone calls, emailing directly from Zoho and calling from Soho if using a VOIP system. It's actually got good 3rd party cross-functionality with 365 or G-Suite, I use the former with excellent Outlook usage.. Chat functions or messages are easy and can be linked to a client or user and sometimes are a better way to record the customer record that on ordinary business email. I have only needed to contact the support team a few times but each time has been very quick and a swift resolution. I have used some of the automated marketing features and it is definitely something that I will utilise more with any web info request funnelled to Zoho.

Cons: The UI can look a bit plain for some if you do not know how to customise. Downloading or collating data is not always straight forward. This is also to be said about uploading leads. It is not always clear which part of an upload has failed. However, when the upload does work it is a great time saver. The search function is not that intuitive; I found sometimes unless you type in an exact match it does not return anything.

  • Reviewer Source 
  • Reviewed on 22/10/2020
Nabin P.
CEO
Computer Software, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 1/07/2021

"Keep your customers engaged with your business"

Comments: With Zoho CRM it is much faster to manage your customers, projects, and communications all in one reliable platform. Its implementation in our organization has increased our revenue geometrically.

Pros: Zoho CRM offers a feature-rich platform to engage with your customers. You can manage contacts, send mass emails, notifications, manage inventory, implement an AI assistant, and even give your customers a mobile app to stay synced.

Cons: The software can not be self-hosted on your private server.

  • Reviewer Source 
  • Reviewed on 1/07/2021
Jen W.
Sales Manager
Management Consulting, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    3 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    6/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 9/04/2018

"You get what you pay for"

Comments: Unlike my other review, I only used Zoho as a user, not as an administrator. I can't comment on the customer service, as I never had contact with them. I'm aware of the pricing as I shopped them before choosing the CRM my team uses now. Basically, this is a great free database, accessible by multiple users. It is not a great pipeline tracker. It is not a great system for an efficient data entry process.

Pros: The best thing about Zoho is that it's free for up to a number of users. Great for a small business who doesn't have a budget for CRM yet and needs somewhere to store information and search it later. It can be simple to use. I always look for a system that you can enter a very minimal amount of information into in order to store a lead or prospect. Zoho is definitely capable of that. I have used this in conjunction with inside and outside sales teams together. It was simple enough for the inside team to look up an account that calls in to see if they've had contact with an outside rep, and vice versa. It's nice that it has a mobile app, though when I stopped using it it was still the least intuitive/useful app I had on my mobile devices.

Cons: I've used other CRMs, and I noticed that using both Zoho and another (Salesforce) it is very common to happen upon duplicate prospects in the system. It seems like the way an account is entered is not as intuitive in detecting that the account already exists. I've used others that will suggest any contact, address, phone number, name or business that already exist in the company's pipeline literally as you're typing them. With Zoho it's more like you look up each data field first on your own to be sure the account doesn't exist before entering it. That can be pretty tedious for an already tedious job like assisting our reps with data entry. The result is lost notes, because some are on one of the duplicates and some are on the other. I've seen this particular problem cause a lot of lost time and energy for outside reps in particular, who go out to an account not knowing the most up to date information about it. I also found the other tools to be less useful than in other CRMs. For instance, generating a report on your pipeline and what stage the accounts are in. Other CRMs in a similar price range are easily capable of telling a user how many prospects are in follow up or final stages of the sales process. While using Zoho, I actually tracked my pipeline on my own separately using a spreadsheet. It was easier and more intuitive than the CRM offered. Now, leading a team, I would not use this CRM and this would be a big reason why. I can't imagine trying to track the progress of our leads via a team using this CRM's tools.

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 9/04/2018
Avash K.
Developer and IT Specialist
Information Technology & Services, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    5 /5
  • Customer Support
    4 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 20/06/2021

"Useful CRM that isn't very expensive."

Comments: Other than the fact that customer service took 6 days to get back - everything is good with Zoho CRM. There are plenty of features, third party integration, etc. The User Interface is pretty good and delivers important information at first glance. I think Zoho CRM is perfect for small businesses and startups.

Pros: The best thing about Zoho CRM is that it can be used from any device connected to the internet - it's simple but very useful. The features like recording meetings, emails, bot chat, etc make Zoho a very useful CRM. I am from a country where USD has a value of around 120 so many CRMs are too expensive to try but Zoho isn't very expensive. I also like Zoho's Sandbox feature which allows me to test custom build modules with ease. I also like the feature named Zia. Zia analyses and suggests the best time to follow up with a customer which I think is really great. Zoho also has pretty good third party integrations available. While I found customizing Zoho confusing, once we get around it - it can be customized to fit the needs of every business.

Cons: In the beginning, Zoho was very confusing for me. I had to do many customizations to start which takes some time and is also confusing. However, once we get around it - we can customize it to fit the needs of every business. Also, once I had some problems with Zoho and I reached Zoho support. They did help me solve the problem but it took them 6 days to get back to me.

  • Reviewer Source 
  • Reviewed on 20/06/2021