Zoho CRM

Score8.6 out of 10

974 Reviews and Ratings

What is Zoho CRM?

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.

Categories & Use Cases

Media

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.

Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.

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Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.

Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.2
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 7.8
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Category average: 7.8

Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 6.6
Scripting environment
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
Category average: 7.4
Call center management
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
Category average: 6.9

#1 most frequent

Professional, Scientific, and Technical Services

22.0%

3,678 installations of 16,710

#2 most frequent

Manufacturing

8.9%

1,493 installations of 16,710

#3 most frequent

Information

8.9%

1,491 installations of 16,710

Verified User

Analyst in Sales (11-50 employees employees)

Use Cases and Deployment Scope

Zoho CRM is being used by our sales office in the USA as well as foreign offices. It gives us a central location to enter all products once they have been released by engineering. And then [the products] can be added to the price books for the foreign offices at the rate they would like to sell the products so that the conversion rate to their currency does not need to be calculated for every order. It also allows us to better track and organize our orders and total sales globally. When the prices increase, we can utilize excel to update the prices and bulk import all the new prices as well as the price books instead of touching every record multiple times to accommodate all the offices and currencies.

Pros

Import bulk records.
Custom workflows can be set up to email persons within the company when a task needs to be done once a trigger action has occurred.
Customize modules and layouts to suit your specific business needs.

Cons

Some of the reporting features could use a little more flexibility to allow more filtering options within the report without creating multiple reports for each salesperson.
The ability to download unlimited back ups at any time without additional fees.
The use of Zoho Sheet within ALL modules.

Return on Investment

Positive impact on automation of repetitive tasks.
Positive impact ease of quote follow up.
Positive impact on tracking new leads.
Positive impact on saving time converting quotes to orders.

Usability

Alternatives Considered

Microsoft Dynamics GP

Other Software Used

Zoho Desk, Zoho Books, Zoho Assist

Subhash Sharma

Senior Sales Executive in Sales at Siniwell (51-200 employees employees)

Use Cases and Deployment Scope

I've had an extremely incredible in general involvement utilizing Zoho CRM. By and by, I wouldn't collaborate with anyone else right presently. Indeed for individuals who are not commonplace with CRM frameworks, its user-friendly plan makes it very simple to utilize. For some a long time presently, we have been utilizing Zoho CRM, and it has been basic to the operation of our company. With information at my fingertips when required, it taken care of my information and made my whole organization sensible. But as I looked around and need to know the stage way better. All in all, I venerate this CRM.

Pros

I appreciate that Zoho One offers a wide extend of computer program items which will be utilized in put of numerous of the ones I was already paying for.
Slack and Google Cloud have been associated with the CRM to encourage detailing and collaboration.
Certain modules offer a degree of customization that's accommodating for altering the framework to different trade prerequisites.
Self-reflection and monitoring others execution are too advantageous.
You'll be able handle client bolster and planned client administration utilizing Zoho CRM.

Cons

In comparison to other alternatives, Zoho CRM is very expensive.
What I do not like around Zoho CRM is that it has slowdowns and can be a small complicated for amateur clients.
Interfacing with the client benefit staff may be a hot choice.

Return on Investment

To begin with of all, it's basic to utilize and versatile to your needs and items.
Zoho incorporates a great leads framework that's clear to utilize and very straightforward.
We are able precisely customize the program to meet our company demands thanks to the customization choices.
It is unimaginably user-friendly and basic to adjust to our favored workflows.
Indeed in case you're not exceptionally commonplace with CRMs, it is basic to customize and explore the information.

Alternatives Considered

Tableau CRM, HubSpot CRM and Pipedrive

Other Software Used

Adobe Acrobat Reader, Zoho Analytics, Microsoft 365

Julia Urbanski

Administrative Assistant in Corporate at California Solar Systems (11-50 employees employees)

Use Cases and Deployment Scope

We used Zoho CRM as our database for customer interactions and upcoming tasks for construction projects. Zoho CRM has allowed us to work remotely when it is needed most. There are hundreds of apps that can integrate to work with Zoho CRM- which is really helpful. The customization of dashboards is really neat because it allows the individual user to focus on what is most important to them.

Pros

Works with other programs seamlessly
easy customization
gives real time updates
can run analytical reports

Cons

Making all features available to everyone without paying more
data and file storage is low
everything costs money

Return on Investment

faster turn around times
quicker responses

Return on Investment

Positive return on customer leads
Eased employee and customer concerns regarding project status
Allowed people to change records when they shouldn't

Alternatives Considered

Microsoft Dynamics 365, Salesforce.com, 8x8 Contact Center, Act! CRM, GoldMine and Sage CRM

Other Software Used

Microsoft 365 Business Premium, Vonage Business Communications, Microsoft Power BI

Stephen Lalla View profile

CEO in Corporate at Dynamic Image Marketing Systems, Inc. (1-10 employees employees)

Use Cases and Deployment Scope

As a promotional products dealer, we use Zoho CRM to track leads and conversions to accounts, and potentials as they travel down the pipeline in various stages until we quote a client. And then once a client signs off we use Zoho CRM for sales orders and purchase orders to track the clients order and provide updates as to it status. I have virtual assistants working with me and they both have access to various stages in the process based on their specific roles. And we all have access to client and vendor info to use in performing our specific duties. I've used other CRMs in the past and definitely feel that Zoho has it down to a functional app. What I love most is the use of merge letters and emails as we use those many many times on a daily basis. We value Zoho so much that we subscribed to Zoho One the all inclusive suite of apps to run our business. Zoho continues to outperform all others with the introduction of new features and updates making their system superior yet still extremely affordable.

Pros

Tracks interactions with clients.
Allows anyone on your team who you've provided access permissions to the ability to share the same info.
A trusted source for your CRM data that you can access from anywhere in the world via your computer, laptop, tablet, or smartphone.
Integrates across the board with the full suite of other Zoho products
Easy to use yet full customizable.

Cons

Everyone once in a while Zoho CRM will make a features update without advance notification.
Ease of converting a Sales Order to a Purchase Order without having to re-input vendor info for each line item.
More consistency of names in Zoho CRM and Zoho Books. In Zoho CRM there are quotes, Sales Orders, and Purchase Orders. In Zoho Books there are Estimate, Sales Orders and Purchase Order and Vendor Bills. Would be awesome if a Quote in Zoho CRM would map over to an Estimate in Zoho Books and the same with Purchase Orders in Zoho CRM to map over to PO's in Zoho Books.
Have been a longtime user so I started out on the Global edition. There is a US edition which I'm not able to easily migrate over to so some functionality is lost but it's not been enough of a stumbling point to truly turn us away from Zoho.

Return on Investment

I'm a big David Allen, Getting Things Done fan so having a trusted source for all of my info is important. Zoho CRM is that source for me. Everything I have going on I enter in Zoho CRM.
Definitely increased employee efficiency as no one should have to ask anyone else for what's going on with a specific client or project because as long as they have been granted access, they can see for themselves.
One of the things our clients have mentioned to us once we started using Zoho CRM is that they never have to wonder about the status of their order. We've become very efficient with getting the necessary info and communicating that to our clients and the ease of use with Zoho CRM is what has made that possible.
There is so much it can do to reduce your time, it just take time to incorporate it into your operations. I've been using the suite of Zoho products for about 8 years and I'm still tweaking various workflows, templates and automations as part of our businesses overall continuous improvement strategy.

Alternatives Considered

Daylite, HubSpot CRM, Insightly and Salesforce Marketing Cloud

Other Software Used

Grammarly, ChatGPT, Brave

Usability

Michael Weisel View profile

Co-founder & Chief Technology Officer in Information Technology at Gold Lasso, Inc. (11-50 employees employees)

Use Cases and Deployment Scope

We use Zoho CRM to aggregate reporting data from our email platform as well as our website. This data is viewed daily by our teams in a single Dashboard. This information is vital to our business decisions. Zoho CRM has made this easy for us to deploy, edit, and view.

Pros

Aggregates data
Creates easy to read reporting that everyone can understand
Retrieve data from multiple sources
See our data in real-time

Cons

The side menu is a little clunky
drag and drop between folders would also be nice

Return on Investment

Better collaboration among team members
Creating automation
Increased efficiencies

Alternatives Considered

Sugar Sell (SugarCRM)

Other Software Used

Joomla!, Slack, 8x8 Work

Zoho CRM

What is Zoho CRM?

Categories & Use Cases

Media

Zoho CRM Key Features

Top Performing Features

Territory management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Areas for Improvement

Custom objects

Scripting environment

Call center management

Most Frequent Users

Professional, Scientific, and Technical Services

Manufacturing

Information

Zoho CRM Reviews

Use Cases and Deployment Scope

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Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Return on Investment

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Return on Investment

Alternatives Considered

Other Software Used

Usability

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

Zoho CRM Alternatives