Zoho

Zoho CRM

8.7 /10

232 Reviews Write a Review

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What is Zoho CRM?

Zoho CRM gives you a 360-degree view of your complete sales cycle and pipeline. Identify trends, spot opportunities, increase efficiency, and reduce costs with the right answers. Zoho CRM is an online customer relationship management software for managing your sales, marketing, support in a single system. Zoho CRM helps businesses of all sizes build excellent customer relationships, with features like an inbuilt AI sales assistant, sales pipeline management, marketing automation, analytics, and more.

Company Details

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Awards & Recognition

Zoho CRM won the following awards in the Customer Relationship Management - Midmarket category

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2024 Data Quadrant Gold Medalist

Latest Award, 2024

2 Top Rated Capabilities

4 Top Rated Features

Latest Award, 2024

2024 Emotional Footprint Champion

2024

Product Impact

2024

3 Top Rated Capabilities

6 Top Rated Features

2023

2022 Data Quadrant Gold Medalist

2022

10 Top Rated Capabilities

11 Top Rated Features

2022

2022 Emotional Footprint Champion

2022

Strategy and Innovation
Service Experience
Product Impact
Contract Negotiation
Conflict Resolution

2022

2021 Data Quadrant Gold Medalist

2021

Zoho CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Zoho CRM.

87 Likeliness to Recommend

93 Plan to Renew

1
Since last award

83 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

+89 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Zoho CRM?

3% Negative

9% Neutral

88% Positive

Pros

Reliable
Trustworthy
Acts with Integrity
Enables Productivity

Feature Ratings

Average 83

Collaboration

Lead Management

Activity and Workflow Management

Customer Service Management

Sales Management

Account and Contact Management

Analytics and Reporting

Marketing Management

Telephony and Call Center Management

Quote Contract and Proposal

Mobile

Vendor Capability Ratings

Average 82

Ease of Implementation

Quality of Features

Usability and Intuitiveness

Breadth of Features

Business Value Created

Ease of Customization

Product Strategy and Rate of Improvement

Ease of Data Integration

Ease of IT Administration

Availability and Quality of Training

Vendor Support

Also Featured in...

Lead Management

Score 8.8

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Customer Relationship Management - Enterprise

Score 8.2

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Zoho CRM Reviews

Harshani A.

Role: Operations
Industry: Other
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2024

Best CRM Software

Likeliness to Recommend

9 /10

What differentiates Zoho CRM from other similar products?

Zoho CRM is different from other similar products in a way that it provides many modules such as email marketing, campaign management, customer record management.

What is your favorite aspect of this product?

My favourite aspect of this product is its ease of use and seamless integration, which makes it simple to manage client relationships and interact with it frequently without any hassle.

What do you dislike most about this product?

The only thing that I dislike about this product is that the emails sent through Zoho are going to spam.

What recommendations would you give to someone considering this product?

If anyone is looking for a platform which offers many features to provide a good customer support, you can go for it!

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

MD S.

Role: Vendor Management
Industry: Manufacturing
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Sep 2024

Fantastic product

Likeliness to Recommend

10 /10

What differentiates Zoho CRM from other similar products?

Zoho CRM stands out from other CRM products in several key areas: 1) Affordable Pricing 2) Comprehensive Feature Set 3) AI and Automation Capabilities 4) Global Availability and Customization 5) Mobile Accessibility

What is your favorite aspect of this product?

One of my favorite aspects of Zoho CRM is its extensive customization capabilities. It allows businesses to mold the CRM system to fit their unique needs, which is particularly valuable for companies with specific workflows or niche requirements. From custom fields, modules, and layouts to advanced automation and workflow rules, Zoho gives users the flexibility to tailor nearly every aspect of the platform.

What do you dislike most about this product?

One of the potential downsides of Zoho CRM is its learning curve, especially for users new to CRM systems. Additionally, customer support in the lower-tier plans may not be as responsive or robust compared to premium plans or other CRMs. Some users may find it difficult to get immediate assistance without upgrading to higher-priced plans, which can be frustrating when encountering technical issues or trying to navigate complex features.

What recommendations would you give to someone considering this product?

1) Invest Time in Training and Setup 2) Utilize Automation Early 3) Make Use of Zoho’s AI (Zia) 4) s your business grows, periodically review how you’re using Zoho CRM. The platform is highly customizable, and as your needs evolve, your CRM setup should evolve too. Revisit your automations, workflows, and reporting regularly to ensure they align with your goals.

Pros

Helps Innovate
Reliable
Enables Productivity
Trustworthy

virgilio b.

Role: Finance
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2024

Great product with steep learning curve

Likeliness to Recommend

8 /10

What differentiates Zoho CRM from other similar products?

Haven't tried similar products but customizations in Zoho is great and fits all customer needs

What is your favorite aspect of this product?

Project managements because I can easily track the status of my projects from onboarding to completion

What do you dislike most about this product?

loading times can be a bit slow sometimes especially when loading big documents

What recommendations would you give to someone considering this product?

I can recommend this to those business who has various task monitoring with different staffs and easy sending documents to clients via Zoho sign

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Zoho CRM

What is Zoho CRM?

Company Details

Need Assistance?

Awards & Recognition

2024 Data Quadrant Gold Medalist

2024 Emotional Footprint Champion

2022 Data Quadrant Gold Medalist

2022 Emotional Footprint Champion

2021 Data Quadrant Gold Medalist

Zoho CRM Ratings

87 Likeliness to Recommend

93 Plan to Renew

1 Since last award

83 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+89 Net Emotional Footprint

How much do users love Zoho CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Activity and Workflow Management Text or code-based and visual workflow designers.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Also Featured in...

Lead Management

Customer Relationship Management - Enterprise

Zoho CRM Reviews

Harshani A.

Best CRM Software

Likeliness to Recommend

Pros

MD S.

Fantastic product

Likeliness to Recommend

Pros

virgilio b.

Great product with steep learning curve

Likeliness to Recommend

Pros

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1
Since last award

Feature Ratings

Collaboration

Lead Management

Activity and Workflow Management

Customer Service Management

Sales Management

Account and Contact Management

Analytics and Reporting

Marketing Management

Telephony and Call Center Management

Quote Contract and Proposal

Mobile

Vendor Capability Ratings

Ease of Implementation

Quality of Features

Usability and Intuitiveness

Breadth of Features

Business Value Created

Ease of Customization

Product Strategy and Rate of Improvement

Ease of Data Integration

Ease of IT Administration

Availability and Quality of Training

Vendor Support