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Zoho CRM

Tekpon Score
9

Zoho CRM Reviews

& Product Details

What is Zoho CRM? 

Zoho CRM is a top-rated online Sales CRM software designed to manage sales, marketing, and support in one comprehensive platform. Known for its versatility, it offers robust automation, extensive analytics, and personalized solutions, aiming for fast implementation and a user-friendly experience.

Zoho CRM focuses on building excellent customer relationships through omnichannel presence, segmentation, and predictive intelligence. Also, it emphasizes maximizing productivity by automating workflows, processes, and customer journeys.

The platform is customizable, integrates with over 800+ apps, and offers a range of features, including sales force automation, process management, performance management, analytics, team collaboration, and AI-powered predictive sales intelligence.

With no hidden costs and a reputation for being refreshingly simple to use, Zoho CRM positions itself as a modern solution for modern businesses.

Found in these Categories

Best For

CRM software that helps you sell smarter, better, faster.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Zoho

  • Located In

    United States

  • Website

    Zoho.com

Starting from:

$20 /user/month

Pricing Model: Subscription

Pricing Details:

Zoho CRM pricing starts at $20/user/month, and goes up to $65/user/month. Choosing annual billing comes with savings of up to 34% on the monthly rate. Also, A Free trial and a Free version that supports up to 3 users are available.

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Cataloging/Categorization
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Templates
  • Email Marketing
  • Event Triggered Actions
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Project Management
  • Prospecting Tools
  • Quotes/Estimates
  • Referral Tracking
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Social Media Integration
  • Task Scheduling
  • Task Management
  • Template Management
  • Territory Management
  • Workflow Management

Additional Features

  • Chat/Messaging
  • Email Response Control
  • Website Integration
  • Reporting/Analytics
  • Multi-Currency
  • Business Card/Badge Scanning
  • Customer Accounts
  • Expense Tracking
  • Surveys & Feedback
  • Drip Campaigns
  • Dashboard Creation
  • Sales Approval
  • Appointment Management
  • Configurable Workflow
  • Training Management
  • Scheduling
  • Multi-Channel Marketing
  • Multi-Channel Data Collection
  • Campaign Planning
  • Proposal Generation
  • Customer Engagement
  • Social Promotion
  • Real Time Analytics
  • AB Testing
  • Modeling & Simulation
  • Feedback Management
  • Warranty Tracking
  • Pipeline Reports
  • Search/Filter
  • Survey/Poll Management
  • Sales Analytics
  • Commenting/Notes
  • Sales Trend Analysis
  • ROI Tracking
  • AI/Machine Learning
  • Source Tracking
  • Sales Planning
  • Tagging
  • Social Marketing
  • Wiki
  • Client/Property Matching
  • Customer Experience Management
  • Incentive Management
  • Third Party Integrations
  • Sales Activity Management
  • Alerts/Escalation
  • Budgeting/Forecasting
  • Donor Management
  • Appointment Scheduling
  • Real Time Notifications
  • Trend Analysis
  • Customer Surveys
  • Widgets
  • Meeting Management
  • Sales Automation
  • Search Marketing
  • Business Process Control
  • Graphical Data Presentation
  • Transaction History
  • Churn Management
  • Text Analysis
  • Proposal Management
  • Landing Pages/Web Forms
  • Multi-Channel Communication
  • Negative Feedback Management
  • Automated Routing
  • Role-Based Permissions
  • Self Service Portal
  • Customer Support
  • Data Synchronization
  • Data Visualization
  • Performance Management
  • Multivariate Testing
  • Multi-Language
  • Social Media Monitoring
  • Content Management
  • Multi-Campaign
  • Customizable CTAs
  • Content Delivery
  • eCommerce Management
  • Prioritization
  • Web-based Deployment
  • Field Sales Management
  • Channel Management
  • Buyer Management
  • Visual Analytics
  • Team Assignments
  • Gamification
  • Email Tracking
  • Call Management
  • Product Catalog
  • Engagement Tracking
  • Client Tracking
  • Project Tracking
  • Customer Activity Tracking
  • Real Time Updates
  • Reminders
  • Correlation Analysis
  • Goal Management
  • User Management
  • Content Library
  • Exception Reporting
  • Statistical Analysis
  • Email Alerts
  • Website Visitor Tracking
  • Customer History
  • Web Forms
  • Quota Planning
  • Task Progress Tracking
  • Relationship Tracking
  • Help Desk Management
  • Predictive Analytics
  • Progress Tracking
  • Asset Lifecycle Management
  • Customer Social Profiles
  • Campaign Segmentation
  • Real Time Data
  • Rewards Management
  • Loyalty Program
  • Marketing Calendar
  • Real Time Reporting
  • Conversion Tracking
  • Mobile Alerts
  • Service Level Agreement (SLA) Management

HubSpot CRM

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Tell us your opinion about Zoho CRM and help others.

Are you searching for Customer Relationship Management (CRM) software that perfectly suits your business needs? Look no further, as we have got you covered today. This review will look at one software that will fit your organizational goals, operations, and structure like a glove. Zoho CRM is an ideal solution for all your requirements. It is one of the top options available that works well with various organizations. So, without any further delay, let us delve into the review.

About Zoho CRM

Zoho is a cloud-based business management platform that offers sales and marketing automation tools with helpdesk, analytics, and customer service features. Since its introduction in 2005, Zoho has aimed to assist small and midsize businesses in expanding to where they need to be. Its user-friendly interface makes it a top CRM software option that can help maintain good customer relationships even if you don’t have a dedicated employee for the job.

Zoho CRM allows users to respond to customers across multiple channels in real time. Its AI-powered sales assistant, Zia, can predict the optimal time to contact customers and suggest relevant information or files during searches. Additionally, Zoho CRM can be integrated with G Suite, WordPress, MailChimp, Evernote, Unbounce, and other third-party systems. The software development kits provided by Zoho CRM enable users to build custom features for the CRM.

Zoho CRM is available on monthly or annual subscriptions, and support is extended through phone, email, documentation, and other online measures. Overall, Zoho CRM is a great option for businesses of all sizes looking for effective and easy-to-use CRM software to keep their clients happy.

Buying Zoho CRM

To purchase Zoho merchandise, the easiest way is to visit the company’s website. On the Zoho homepage, simply click the “Sign Up Now” button below the product you are interested in. Be sure to select the correct product and fill out the necessary information on the right side of the screen to get started. To sign up for a free trial, you will need to create an account by providing your name, email address, country, and password.

  • Visit Zoho’s website to explore their range of products, available in bundles or standalone apps, and choose what’s best for your company.
  • Determine which variations and capabilities your company needs. Consider upgrading later and choose a monthly or annual subscription.
  • Customer support representatives can be easily reached through various phone numbers or chatbots available for quick inquiries.
  • Sign up for a free trial by clicking the “Sign Up Now” button below the product of your choice. Make sure to double-check the length of each free trial.
  • To start a free trial, customers need to create an account by entering their email, location, and password.

How to use Zoho CRM? 

There are numerous training options available for Zoho. The first option is product schooling classes, which range from three-day classroom education sessions to customized training alternatives available online and on-site. Another option is onboarding, which involves familiarizing new employees with the tools and skills relevant to their position. Onboarding is included in the Premium and Enterprise-level support plans, which cost 20% and 25% of your license fee, respectively.

However, businesses need not spend money to learn how to use Zoho. The company’s Zoho Cares online portal offers a robust collection of resources for each of Zoho’s products. For instance, the CRM page includes documentation, FAQs, a developer guide, videos, tutorials, webinars, tips, and more. While the specific services may vary based on the software program, each page contains detailed guides. Users can also access the Zoho community discussion board to learn about previous questions from other users and ask new ones.

Zoho releases updates a few times every month on average. As the company operates with a SaaS model, these updates are automatically pushed out, so your software is always up-to-date. Security-conscious companies will appreciate the variety of current security features provided by Zoho.

Zoho CRM includes several checks to ensure that organizations are transparent, consistent with consumer information, and compliant with legal regulations. Some security-based features include choosing where data is hosted, monitoring user activity, saving unauthorized access restrictions, enforcing two-factor authentication, and regularly backing data. Businesses can also manage data access within their organization.

Detailed Zoho CRM Features 

Zoho CRM gives a wide variety of functions in a single platform, giving sales groups a single area to control sales force automation, workflows, CRM reports, inventory, and emails. Below is the list of Zoho CRM features:

  • Lead management
  • Contact management
  • Deal management
  • Opportunity management
  • Sales forecasting
  • Email automation
  • Email marketing
  • Analytics
  • Sales reporting
  • Social media management
  • Territory management
Now let us have a detailed look into some of the features:

  • Lead Management

Zoho CRM’s lead technology and management characteristics enable users to discover great leads from a pool of incoming leads. It permits them to interact with leads carefully throughout a couple of touchpoints, together with live chat and social media. It also has strong lead scoring rules that allow customers to prioritize their income leads with effective and bad scoring to foster quicker conversions.

  • Predictive Analytics Tools and AI

Zoho CRM’s AI assistant, Zia, gives users a conversational AI device that facilitates them to carry out and complete their responsibilities extra efficiently. Zia facilitates regular activities, from taking notes to computing sales numbers. Users can, without problems, attain Zia from the bottom corner of their computer display screen or by calling her from their cell app.

  • Social Media and Territory Management

Zoho CRM’s social media gear allows users to monitor mentions of their brand in numerous social channels like Facebook and Twitter and publish to their social media pages without delay from their CRM page. It also permits them to set up workflow triggers that mechanically upload leads and contacts from social media based on consumer interaction or even assign them to an appropriate sales rep.

Zoho CRM’s territory control function permits users to segment accounts, contacts, and offers into unique territories. In addition, it permits them to construct hierarchies by creating territories and sub-territories. Users can also outline situations for each territory and assign records accordingly.

  • Ease of Use

Implementing Zoho CRM is a simple process that can be done right from the start. Its intuitive interface comes with simplified admin controls, making it easy for individuals without high-level technical expertise. Additionally, it offers online training for those who require a deeper understanding of the platform and want to maximize the benefits of their subscription.

  • Customer Service

Customer support may vary depending on the version of Zoho CRM you purchase. The free version of Zoho CRM grants you access to articles on setting up, customizing, and using Zoho CRM functions. It also provides access to community forums, email support, and a customer portal for tracking previous customer support interactions. These resources cover most of the primary issues that customers of Zoho CRM may encounter.

For additional help, Zoho offers various support plans. The Classic support plan includes live chat and a toll-free number, and it comes with all paid versions of the CRM software. The Premium support plan costs 20% of your license rate and introduces remote assistance, product onboarding, and personalized configuration assistance. The Enterprise plan costs 25% of your license rate and includes a sub-territories contact and a quarterly report of feature usage. Toll-free support and live chat time limits increase, and maximum response time decreases as the support plans get more expensive.

Zoho CRM Cost 

The Zoho CRM offers various plans to help teams better reach and engage their customers.

Zoho CRM pricing packages for SMBs and Startups

  • Free

With the Free plan, you can learn and utilize features such as contact, lead, and account management, a variety of standard reports, workflow rules, web forms, email templates, the ability to track visitors on your website, and access to the basic level of Zoho’s customer collaboration tools. You can collaborate with team members through shared calendars, direct messaging, and status updates.

  • Bigin

The plan costs $9 per user per month. Bigin by Zoho is a new CRM solution for small enterprises. It provides budget-friendly CRM software that helps small groups manage customer relationships. It is the most affordable plan in our Best CRM rating and an excellent option for small groups looking for a CRM that can be easily used on a mobile app. And as your business grows, you can easily switch to Zoho’s Standard CRM plan.

New Zoho CRM pricing plans

  • Standard

Zoho’s Standard plan costs $20 per user/month. It gives extra gear like income forecasting, mass emailing, a couple of income pipelines, access to customer and scheduled reports, and lead generation from social media. All plans from the Standard plan onward benefit from entering all four stages of Zoho’s support plans. The Basic and Classic support plans are free, while the Premium and Enterprise help plans will cost a percent of your monthly licensing rate.

  • Professional

Zoho’s Professional plan consists of all of the capabilities of the Basic and Standard plans. In addition, it provides capabilities like a Game scope (gamification, a sales tool that uses gaming capabilities to enhance consumer experience), inventory control tools, customer service tools, and integration with Microsoft 365. This plan costs $35 per user per month.

  • Enterprise

The cost of this plan is $50 per user per month. The Enterprise plan offers a higher cap limit to customize Zoho according to your enterprise’s needs. It provides access to additional marketing tools, auto-responders, customer segmentation, and marketing attributions for advertising campaigns and lead generation. With the Enterprise plan, the CRM can access Zoho’s AI sales assistant, Zia, which can provide predictions, suggestions, and insights. The CommandCenter allows your business to create unique paths or journeys, for your products, services, and customers. This plan is marketed as Zoho’s most popular option.

  • Ultimate

Zoho’s Ultimate plan is specifically designed for large- and enterprise-sized companies. It offers the highest degree of customization compared to the other paid plans. Additionally, it provides maximum flexibility regarding the number of forms, templates, webhooks, and monthly licensing rates. Moreover, the plan includes Zoho Analytics, enabling you to extract valuable insights from different sources within your system, including those outside the CRM, via various APIs. You can then use these reports to share information with people both inside and outside your organization. The cost of this plan is $65 per user per month.

When you subscribe for a year, you’ll experience up to 34% cut price on all month-to-month rates. In addition, Zoho CRM permits users to cancel or transfer plans anytime. If you need more than the free Basic or Classic tiers of customer service, you’ll want to select the Premium or Enterprise plans. The Premium plan costs 20% of your license fee, and the Enterprise plan is 25% of your license fee.

To send above the mass email limit daily, you’ll want to pay an extra charge that entitles your commercial enterprise to as many as 2250 emails.

Integrations with Zoho CRM 

Zoho CRM offers seamless integration with a wide range of third-party applications, allowing users to synchronize customer information with the platform. Additionally, users can manage social media accounts and campaigns, create email marketing campaigns, gain insights into customer support performance, and boost their team’s overall productivity levels. Some of Zoho CRM’s most famous integrations include:

  • Google Workspace
  • Facebook
  • Twitter
  • Zoom
  • Ring.io
  • Slack
  • Trello
  • Mailchimp
  • Zendesk
  • PayPal

Alternatives for Zoho CRM 

The most popular alternatives that are available in the market to Zoho CRM are as follows:

  • Pipedrive
  • Zendesk Sell
  • Agile CRM
  • Less Annoying CRM
  • Salesforce
  • Apptivo
  • Freshworks CRM
  • HubSpot
  • Insightly
  • Keap

Before selecting a CRM software, comparing it with others is best. We’ve reviewed some popular options to help you choose.

Zoho CRM vs. Salesforce

Zoho and Salesforce both rank fifth in our list of the Best CRM Software for 2022. Both companies offer CRM capabilities such as marketing automation, sales forecasting, and licenses. Moreover, Zoho and Salesforce respectively aid in predictions and auto-responses through their AI-powered assistants, Zia and Einstein.

However, smaller businesses can opt for Zoho C, which costs much less than Salesforce. Zoho also has a free version that allows up to three users. Both Salesforce and Zoho offer high customization, making them ideal choices for large organizations with a substantial budget. Between its AppExchange and app development tools, Salesforce might have the upper hand. On the other hand, small and micro-sized companies might prefer Zoho’s more affordable plans.

Zoho CRM vs. Pipedrive

Zoho CRM offers sales, marketing, and customer service features, while Pipedrive CRM is designed specifically for sales. Both platforms allow you to customize your CRM to meet your business needs, including custom forms, views, and reports.

Pipedrive is a better fit for the team, primarily using their CRM for sales-related tasks. It also offers 24/7 user support via chat and email to address any technical issues customers may encounter while using the CRM. Phone support is only available through Pipedrive’s Enterprise plan. On the other hand, Zoho’s customer support provides access to phone support starting from its standard plan, although you can pay for premium phone support.

Zoho CRM Review Conclusions 

Zoho CRM is a powerful tool that offers exceptional lead and contact control functions, as well as robust reporting, email marketing, and social and conversational AI capabilities. It provides a complete set of features for large organizations but is also well-suited for startups and growing companies.

With Zoho CRM, users can start with a lower plan and then upgrade to higher tiers as their business scales. Although some users have reported system faults and bugs in lead uploads, account lists, and workflows, most customers find it easy to use.

Overall, users highly recommend Zoho CRM for its scalability and effective features. Sign up for a free trial today and see for yourself!

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