Zoho CRM Review

Shlomi Lavi / updated: Oct 18, 2019

What is Zoho CRM?

Zoho CRM is cloud-based customer relationship management and customer engagement solution designed for businesses of all sizes. The core features include artificial intelligence, pipeline management and team collaboration and more. The multichannel feature that comprises of sales signals, telephony and live chat enables the user to connect in real-time with prospects and customers.

Artificial Intelligence that comprises of Zia AI, Zia voice and data enrichment and more enable the user to offer trends, predictions and anomalies and more. Performance and analytics feature helps the user measure the performance of every sale activity and break up quotas into achievable targets.

Customization feature comprises of layouts, subforms and custom components and it helps the user can customize the standard modules, increase functionalities and make Zoho CRM work.

Zoho CRM Average Rating -

The rating of Zoho CRM is 4.2 stars out of 5. The rating is based on ITQlick expert review.

Zoho CRM Typical Customers

Zoho CRM is aimed at startup to medium companies in different industries. It can be used for service management, customer service, sales management, and marketing. Some of its current customers include Cleartrip, TDirect and Pepperstone.

Zoho CRM Features

Zoho CRM is the complete program you need for managing your customer relations. Its automated processes save you time and effort. With this solution you can focus more on how you can make sales.

Zoho CRM comes with various tools that users would find helpful for capturing leads, tracking sales activities, forecasting, following up on leads and providing customer service.

Aside from being integrated with other Zoho applications like Zoho Mail, Invoice and Docs, it also supports integration with third party apps that your business may already be using such as Gmail, Google Docs and MailChimp.

Zoho CRM 5 Pros

• Intuitive interface and navigation allows new users to get quickly familiar with Zoho CRM
• Swift integration with third party programs and other Zoho tools
• Zoho CRM offers cost effective packages and a free version
• A mobile application for access while on the go
• No installation or downloads required

Zoho CRM 2 Cons

• Help Desk integration is included only in the Enterprise edition
• While Zoho CRM is integrated with other Zoho tools, their interface are not consistent with each other

Zoho CRM Alternatives

The two main competitors of Zoho CRM include Hubspot CRM and Salesforce. Hubspot just like Zoho CRM is cloud-based customer relationship management. Hubspot CRM caters to small and medium-sized enterprises with 10-200 customers whereas Zoho CRM caters to everyone and businesses of any size.

Hubspot vendor is Hubspot whereas Zoho CRM is a product of Zoho CRM which was founded in 1996 and based in the United States. Both Zoho CRM and Hubspot CRM offers a free trial and version. Zoho CRM offers training via documentation, webinars and in-person while Hubspot CRM offers training via documentation, webinars, live online and in-person.

Salesforce is a cloud-based customer relationship management solution just like Zoho CRM. Zoho CRM is a product of Zoho CRM which was founded in 1996 and based in the United States whereas Salesforce vendor is Salesforce.

Salesforce caters to businesses of all sizes ranging from 2 to 1000 plus, and on the other hand, Zoho CRM provides to businesses of all sizes ranging from 1 to 1000 plus. Salesforce has a free trial but no free version unlike Zoho CRM that has both a free trial and version.

Zoho CRM Pricing Information

The pricing structure is as follows:

1. Standard – It costs $12 per user per month when billed annually and $18 per user per month if billed monthly.

2. Professional – It costs $20 per user per month when billed annually and $30 per user per month when billed monthly.

3. Enterprise- It costs $35 per user per month if billed annually and $45 if billed annually.

4. Unlimited edition costs $100 per user per month and is billed annually.

Zoho CRM demo

25 questions to ask the vendor on Zoho CRM demo

Is Zoho CRM the right software for you?

Zoho CRM is ideal for individuals, freelancers and businesses of all sizes including small, medium-sized and large enterprises. It caters to multiple industries including financial services, energy, consumer & retail, transportation, healthcare, consultancy and utilities and more.

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Zoho CRM Categories

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Specifications

Company:	Zoho
Address:	Zoho Corporation, Research Boulevard, Austin, TX
Customers:	Small business, Medium business, Large business
Business Area:	Customer service, Marketing, Sales management, Service management
Platforms:	Desktop, Cloud
Operating Systems:	Mac OS, Windows, Linux

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Zoho CRM Features