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Zoho CRM is for everyone, be it a small business or an enterprise. Sell smarter, better and faster with Zoho CRM.

Product Details

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.

Contact Details

Zoho CRM

https://www.zoho.com/crm/

Founded in 1996

Located in United States

Multichannel
Reports
Salessignals
Blueprint

Starting Price

Free Trial

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online

Zoho CRM Features

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Call Center Management
Campaign Management
Contact Management
Customer Support
Document Management
Email Marketing
Interaction Tracking
Landing Pages / Web Forms
Lead Management
Lead Scoring
List Management
Marketing Automation
Product Catalog
Project Management
Quotes / Proposals
Referral Tracking
Survey Management
Territory Management
Cataloging / Categorization
Customer Service Analytics
Customer Support Tracking
Email Response Control
Knowledge Management
Live Chat
Performance Metrics
Search
Self Service Portal
Campaign Management
Client/Property Matching
Contact Management
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
Business Card/Badge Scanning
Calendar/Reminder System
Document Storage
Forecasting
Lead Scoring
Live Chat
Marketing Automation Integration
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Zoho CRM Reviews

Overall
4/5
Ease of Use
4/5
Customer Service
4/5

Showing Most Helpful

Showing 50 of 3418 reviews

Showing Most Helpful

Showing 50 of 3418 reviews

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Rating
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Reviewer's Role
Length of Use
Frequency of Use
Douglas M.
Head of CRM
Health, Wellness and Fitness, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
2/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
August 29, 2019

“Great product for a small start up”

OverallI always recommend Zoho before I recommend SalesForce. It is a best-in-class product.
ProsI recommend Zoho very often. A lot of companies go big earlier than they really need to and spend way too much on SalesForce & Marketo. I worked for a very small company with some limited budget that pivoted to sell it's product to the Enterprise. Zoho was incredibly easy to set up, intuitive to use, and contains all the most important features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredible effective acquiring leads, nurturing them, and tracking pipeline in Zoho. Our small sales team found it very easy to use and loved it.
ConsThere's a point when you need a more robust integration eco-system and a lot of customization. This isn't really a con per se, but Zoho, by being not as complex and customizable as SFDC, will eventually need to be replaced. This should last you many years before you outgrow the functionality.
Reviewer Source 
Source: Capterra
August 29, 2019
John M.
Director
Financial Services, 1-10 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
August 1, 2019

“For low cost CRM - you cant beat Zoho CRM”

OverallReally good. I needed a lead-management system that i could use to capture lots of data, and ZOHO CRM provided this. However, when it comes to building such a flow (outwith a standard workflow) - the product isn't up to the job (you need a more sophisticated ZOHO product, which comes at a hefty price).
ProsHigh functionality at a very low cost. Love the ability to add web forms (from Zoho CRM) straight into your website for lead capture (integrate this with Zoho Sales IQ) and you have a very cool and functionality-rich inbound lead capture system.
ConsBit clunky. Bit amateur. Design & look and feel are a bit flakey. Heck - even the Zoho logo looks cheap!
Reviewer Source 
Source: Capterra
August 1, 2019
Verified Reviewer
Marketing and Advertising, 1-10 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
July 26, 2019

“Flexible CRM”

OverallOverall, I enjoy using Zoho CRM. It does everything I need it to do. I still rely on other tools to schedule emails and take meeting notes, but I still track everything back to the trusty CRM. Also, their support is very sincere and helpful. They go above and beyond to ensure a problem gets fixed in a timely manner.
Pros- Very flexible and extensible. You can set up the CRM process to work just as you would like it to. - Integrates with Zoho's other tools seamlessly (Books, Sales IQ, Campaigns) - Has an excellent mobile app that can log calls and can take voice/text memos - Email tracking is built in! - Recurring tasks can be added for contacts, vendors, and opportunities
Cons- The UI is not great. There is too much wasted space on the screen at all times, no matter what page you are viewing. - The UI is slow. Every single action requires a new page load. - You cannot schedule emails - Incoming emails cannot be synced
Reviewer Source 
Source: Capterra
July 26, 2019
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Adam F.
Head of Digital
Marketing and Advertising, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
June 19, 2019

“Great CRM For Dynamic Startups”

ProsDespite its low price tag, Zoho CRM is a robust, mature product ready to be deployed in any organization that needs to keep track over its sales or outreach pipeline. Zoho includes all the necessary features for keeping the processes under control, so no manhours are wasted with duplicate or inefficient tasks. The most useful modules for us are Lead Management, Email marketing campaigns, and customized dashboards. The system requires some initial customization to get you started. Best if the admin takes the time for the initial planning of the structure, so the CRM is a good fit for the organization's structure.
ConsIt is really hard to complain about Zoho CRM - the tool offers the richness of features for such an affordable price (and not lacking compared to its much more expensive competitors).
Reviewer Source 
Source: Capterra
June 19, 2019
Avatar Image
MD Masoom R.
Sr Executive Sales and Research
Information Technology and Services, 501-1000 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
May 30, 2019

“One of the best CRM... Love this amazing tool”

OverallOverall I love this CRM. I am using it daily and my work is incomplete without it. I use it for campaign management, sending important emails to customers. Managing all data and information in one place. The most important thing is Zoho CRM's dashboard and reports which are amazing and easy to understand.
ProsI am using Zoho XRM for more than 3 years and found it a really amazing platform for customer relationship management. I like their simple yet effective user interface the most. I can use it very easily. Zoho CRM helps us to manage our all databases and related information at one place with amazing security. Overall I can say that this is an amazing CRM.
ConsThere is one thing that I want to highlight about this CRM that I dislike about it which is Zoho CRM is a little bit expensive compared to others but on the other hand, I can say that it is worth to spend on it.
Reviewer Source 
Source: Capterra
May 30, 2019
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Thamara P.
Gerente de desarrollo de aplicaciones y servicio al cliente
Information Technology and Services, 11-50 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
5/5
Value for Money
2/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
August 5, 2018

“One of the best customizable CRM”

OverallZoho has allowed us to optimize our pre-sales and sales efforts. Taking into account, the versatility of the tool to close opportunities. Additionally, we have incorporated the service delivery process using the project module for this procedure. I estimate to be using the rest of the modules of the tool, starting with emailing marketing
Pros 1061/5000 Zoho CRM is the best CRM on the market for the needs of customizing a tool. From Zoho CRM you can integrate all the elements for interaction with customers or future customers. Zoho is the only tool from my experience that allows to create, through a simple algorithm and conditions, the workflow of an area. Start with a client, potential clients and opportunities. From there the flow continues according to what the company has defined. From this tool you can cover the initiatives oriented to prospects and clients: marketing, activation project, indicators, social network management, customer service, emailing marketing, inventory, human resources management, among other features. It is one of the tools that allows to start its use from the interaction of webinar It really allows to integrate the modules according to the company's need. Even. Important that prestigious organizations use this tool to manage customer requirements
ConsPoints that could be improved from this excellent CRM tool, is to include tutorial guides, as well as include a base configuration of a CRM, that is, show an initial configuration of the use of the tool. Taking into account, simple modules to implement the tool in any organization: social networks management or emaling, capture the prospect, add opportunities, billing management, customer registration. Allow to have a Zoho advisor to implement the tool. More for the questions that may arise. Taking into account, being able to add your workflow is one of the best features of this tool, however, it would be of added value to have examples within the same tool. Allow user to do exercises of this workflow, and with this it would be easier to implement customization
Reviewer Source 
Source: Capterra
August 5, 2018
Avatar Image
Oscar Antonio R.
Especialista de Informes Oficiales, Vicepresidencia de Contraloría
501-1000 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
June 28, 2018

“Very good and excellent CRM, Complete, dynamic and accessible, easy to use and available on the web”

Overallt is a very useful software for the operations of purchase and sales of the company, all operations can be managed quickly and this allows us to obtain income faster than the result of these operations, the accounts of our suppliers are constantly monitored by their action in real time with only an Internet connection and over time, all operations performed, as well as doing business. in general it is a very useful tool.
ProsGood Zoho CRM, is a very useful tool to manage the relationship with customers, helps us to inspect the commercial work with customers, provides us the option of making reports which allows us to streamline the process of buying and selling with our suppliers, On the other hand, another fundamental and important aspect of Zoho CRM is that it is economical and thanks to its easy handling of the platform it helps us to increase our turnover and revenues to the company. In general, it is a very robust software when it comes to monitoring purchases and sales and something very significant is that it allows us to interact and link with social networks such as Twitter and Facebook. This is important since nowadays all companies have these platforms. social networks, additional account also with a mobile application that allows us to be connected to our operations outside the office.
ConsWhat can be said about this application is that it should improve a bit in data security, since I work in the banking sector and because confidential data can be vulnerable because it is a software that is in the cloud. Also to be in line with the application, if you do not have an Internet connection you can not enter, but the minor details are this kind of problems. I would like to find a solution with which you can work online, but somehow maintain the data locally.
Reviewer Source 
Source: Capterra
June 28, 2018
Avatar Image
Marshall M.
Owner / Solution Architect
Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
June 19, 2018

“A highly extendable CRM with small business affordability”

OverallZoho CRM is simple enough to immediately begin improving a company's sales process out of the box, but powerful enough to create complex workflows, automation, custom solutions, and integrations. We were able to immediately start saving time working through leads, while continuing to improve and hone our sales experience, and then our customer experience by integrating with our Accounting system and Ticketing system.
ProsBeyond the basics of contact management, workflows and custom fields, Zoho CRM makes it especially easy to find the last communication and pick up right where you left off with any lead, deal, or client. It syncs with other Zoho products, as well as many external systems, making it perfect for a connected workflow. It also has an available API for creating custom application integrations. Creating custom workflows and approvals with Blueprint is a straightforward process, and the power that it provides for process management and automation cannot be underestimated. Self service portals for clients are another great addition to the power of the CRM. There are multiple billing levels available, so the system will scale with your business, or even better check out Zoho One for a simple and affordable solution to even more of Zoho services. One final Pro is that Zoho is consistently looking to make their product better, and has shown an extraordinary commitment to improving it's design and functionality. If you don't like something now, submit feedback and wait a little while, and it might appear.
ConsIntegrating the CRM with other Zoho products can be complicated, and the integration experience is not completely consistent yet. It is clear that this is something that is being improved, but some of the products are not at the same level of polish as Zoho CRM. Zoho's introduction of an AI assistant is certainly cool to see, but it isn't quite ready for prime-time and much of what it can do doesn't seem to add a lot of value versus not having an AI. However, this will certainly continue to improve with feedback and it is good to see AI as a focus of future innovation in the product.
Reviewer Source 
Source: Capterra
June 19, 2018
Kyle A.
Owner / CEO
Information Technology and Services, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
May 13, 2018

“Seriously, the best CRM software out there for the money when combined with all their products”

OverallPrice, easy of use, endless expansion, integration capabilities with big name companies already built in... and mostly... Insight. I am by far one the most insightful IT companies around in my area because I use this software. It's probably what pushed us past the competition.
ProsFirst off, I own, manage & work at a Business IT and WebDesign business, located in the Kansas City, MO area... The Zoho CRM platform is very intuitive and easy to use immediately. Plus, for the money, it's the best in my opinion. Now, dedicate a few days to learn the CRM, combined with their other products... You seriously have the best solution out there I've ever seen and I've tried them all. Additionally, Zoho is priced far below the competition for what you get. Third party integrations for big names like Google and Facebook are amazingly simple to add and configure. Spend a few days on the trial period, dedicated a couple hours a day to learning their CRM, combined with the other solutions they provide that fit your needs... and you'll be spoiled compared to any others. Customer support is rather good, although based in India. I never had a problem or experienced a debacle they were not happy to help me with. Also, the company Zoho.. Across the board is moving forward every week/month with new features and updates to not only the CRM here but, their entire plethora of SaS solutions. If you are familiar with CRM's... I won't bore you with what it does. You already know what a CRM should provide and Zoho CRM does by far and then some. The learning curve really is not that bad, even then, there really is no limit you can take this platform to if you dedicate the time to learn and set it up. Bottom line: Zoho CRM, combined with their other solutions... IS THE BEST
ConsHonestly... I can not complain that much. The only complaint I have is this... Yes, they are far below the competition in terms of price when considering the big names out there.. However, if you are a power user like myself.. You want all the options. Even though they are cheaper than the others.. I really hate (across the board, all companies included) that their subscription pricing is a "per user" type setup. Being an IT business, you understand inner workings of resource usage... I really think all these companies should be tiered in groups of 5 - 10 users and the price will increase at that point but, I digress... In the beginning of my startup phase (Having one employee besides myself), I really found it hard justifying the cost "per user" to use any CRM software. However, my end goal for the company was automation of anything Consumer Relations, related so.. honestly, I chose to save a couple bucks and went the open source route. Well, yeah.. It worked that way but honestly, it was open source but, closed. Anything I wanted that was not built by the community was insanely time consuming to implement. BUT.. It cost nothing that way and I didn't pay a per user fee. However, time is money AND... my implementations would have to be rebuilt anytime I wanted to update the core functionality. So, long story short... These companies really shouldn't be implementing a per user subscription model. Truth be told, 1 - 10 employees takes the same resources on their end.. :/
Reviewer Source 
Source: Capterra
May 13, 2018
Marc C.
Commercial Photographer: Google Street View | Trusted
Photography, Self-employed
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: GetApp
May 5, 2018

“Becoming Best of Breed”

ProsOverall, Zoho's CRM is about as robust as I've seen. It has a crazy amount of connectivity with other Zoho apps and integrates really well with G-suite apps too. Of all the CRMs I've tested, and I've tested dozens for at least 4 business models, Zoho seems to be the most flexible and cross-vertical friendly. There's plenty of competition and many that are designed for specific types of businesses, but what I'm finding is that just about any type of business (i.e. project management, online or web-based business, consulting, marketing, photography, etc) it can be customised to fit very well. You do have to be ready to put the time to set up your business though and that's true for any CRM. Yes, maybe some are a bit easier and faster, but if you're like me and like to bolt on new services, you'll appreciate that Zoho is likely going to still work for you, meaning less time having to start all over again.
ConsSo here are the things you have to remember when choosing Zoho. Go for Zoho One! It's worth it to get all the other apps for the difference in cost. Chances are, you'll spend a lot less by staying with Zoho and dumping all the other API'd apps that Zoho can already handle. Another thing that you have to be aware of is that their service and support can be excellent, but that depends on the rep you get at the other end of the line. My advice is to be very thorough in explaining your request and don't let them start solving issues until you know for sure they really understand what you want. Another issue is that they don't support on weekends. For many that may not be an issue, but when you live and work in a time zone or business area that needs that, time to solve issues and not get in the way of daily work, that may matter to you. But overall, I can say that from the time I started using Zoho's suite, their customer support has improved vastly! You will also find you have the need to figure out some workarounds on issues that are core to your business. Sometimes things can be customised, but not always. For example, it's a pain to have it set up for people or contacts who are associated with multiple businesses, something that's rather common in my space. Again, if you get the right technical help, you can solve issues like these. Their documentation and help videos are just OK at best. I find them very confusing and too technical at times, and I'm a pretty technical person, so once again, this means you'll be depending on their support team and you'll want to be ultra clear on what you want to accomplish.
Reviewer Source 
Source: GetApp
May 5, 2018
Luis H.
Partner
Management Consulting, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
February 21, 2017

“ZOHO CRM The right fit for a medium company.”

OverallI am a sales consultant and was asked to recommend the best CRM for a group of 3 companies, with around 50 persons each. After an evaluation of 15 initial products, Zoho CRM resulted the most adequate for this companies. The product itself is very easy to use, friendly user and extremely easy to adapt. In terms of price/performance, in my opinion is one of the best against other brands when you have a limited budget. It is basically design for pipeline management, activities tracking as well as customer´s, also, it has a great mobile client, that said by one of my customers employee, it is even easier to use it than work on the PC. I have been able to use other CRM´s like Sales Force, SAP, Siebel as a user in big corporations, and those are great products, but I think that for small and medium size companies, this product is simpler, less expensive and easy to use.
Pros- Easy to customize: The product is extremely easy to customize, at the point that unless you are going to do something very specialized, you might need external support, otherwise, the ramp up curve is easy and fast. There are different versions to subscribe, the higher the version, the more you can customize. They also let you try the product for a 30 day period and you are able to switch between different versions to compare them. The bottom line is that you will not need to spend extra money. - Language: My customers needed the product in spanish, Zoho allows you to switch between one language and another seamlessly. - Price: There are different versions, that are very affordable, one of the difference against the leaders is that the price up to 5 users might be the reasonable, but above 5 the prices goes really high. In the case of Zoho below 5 is free with its limitations, and then you have a reasonable step up depending on the versions. - Mobile Client: Simply amazing, once you have the product running, literally, every task or query you can do in your desk, you can also do it in your smartphone. The interface is clean, nice, intuitive and easy to use. - Tracking and follow up: One the strongest features I found is the tools to remind you of the follow up of tasks, meeting, calls, etc. You can get advise by email, phone, etc. - Sales methodology and Pipeline review: If your company has a black & white sales methodology, it is very easy to set it up in the CRM, also the way to view the pipeline is very intuitive and visual. It makes very easy to do pipe review and lets you drill into any module with just a click. - Views: You can have the report & the view you need, the product comes with a lost of sample reports but also lets you do your own (The higher the version, the more you can customize) - Workflow for triggering events: This is a great feature where you visually can determine which tasks are needed to execute after one event happens. Amazing feature.
ConsThere are many "add ons" that can be very useful once you have your CRM, by example ZOHO Projects, . My only advise is that from the beginning you have a clear understanding of what your company will be needing as this modules are priced separate from the monthly fee. Depending on the modules, you might end spending more dollars per user on them than on the crm fee.
Recommendations to other buyersIf you are a mid size company that needs to have a pipeline tracking, customer centralized data, strong follow up for the sales people and mobility at a good price, with a solution that can be easily customized without having to hire consultants for months, this is the CRM I recommend.
Source: SoftwareAdvice
February 21, 2017
Juliette C.
Owner, CEO
Recreational Facilities and Services, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
2/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Source: Capterra
November 4, 2016

“Zoho CRM, One of the Best for Small Businesses”

OverallI run a small business and I evaluated many, if not all of the CRM's available to small companies. By far, Zoho offered the greatest functionality, ease of customization and overall value in price. Zoho offers the ability to create mail merge templates - one of my criteria when choosing a CRM - few others if any offer this. Also, I love that I can see when a client or prospect has opened or read an email, right from the application. Reporting features are fantastic too! I was even able to add a Zoho code to my website so now all new leads come directly into Zoho and receive an email immediately from me. Overall, I can now contact my prospects faster and close sales faster. I can manage my clients better with great detail right on their records and my one team member and I can better communicate through the CRM and even assign each other tasks. Although I highly recommend it, I do wish Zoho had live Chat Help. Takes a bit to get a response when you need help. That said, overall, best CRM, best value for small businesses that want to see and understand where their business is related to sales, sales pipeline and customer management.
ProsFunctionality: Mail merges, email templates, customization, reporting
ConsWhite the new version has some great new features (seeing when a client opens an email), it is also harder to find the customization modules and I hate that Events I create automatically are marked as closed when the date arrives. Sometimes events do not actually occur, or I have to get to them the next day - I use events to do important tasks. I want to be able to mark it closed. I want to be able to mark any activity closed in a very fast, easy way... just a check, done. Also, wish the activities would show in the calendar, not just events. Wish I could see what my team member sees on her calendar, especially when we share an event. The creating a call function is too cumbersome and too many steps, you have to scroll down, etc. Make it faster, easier... takes too long. Wish there was a faster way to even log a quick call... reminders need to have more options like 1 week out or 2 weeks out, even 1 month out. Really do not like that I cannot see my screen (lists) of prospects or clients at a glance as it only shows a few at a time, you have to go to next page - font is too big, too. Dashboard is not very customizable and doesn't give me the ability to put in the reports I created and want to see... getting help is ridiculous. I have to "chat" - send a message basically, then I have to wait for a response. Need to be able to get answers and help faster.
Recommendations to other buyersI think I said it above... really need these things addressed and you will be almost perfect! Thanks.
Source: Capterra
November 4, 2016
Scott F.
Director of IT
Computer Software, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
August 4, 2019

“Everyone Needs CRM - Start Here”

OverallIn taking over a company, I learned they had absolutely ZERO kinds of organization. No CRM, no accounting software, no user details, nothing. They also didn't have the budget for one of the big, interconnected CRM solutions. I chose Zoho CRM to get started because it gave me the best suite of features in the easiest to use interface, with the option to grow and expand. I was able to setup the company, and all the custom fields I needed, within an hour or less, and get to work entering data. A few months later, when everything was on track, we expanded beyond Zoho CRM and brought in other parts of their world, like their accounting programs,remote support, and more.
ProsI don't think I have enough room to list all the PROS of Zoho in general, let alone their CRM component. Ti simplify it, I'll start with speed and ease of use first. It can't be easier to get started with Zoho CRM, and within minutes you'll be working towards bettering your company. They have all the basics covered, and their premium paid features take things even further allowing you access to expensive features at affordable prices. The biggest PRO is probably that the CRM component is just a module of a HUGE suite of programs and features, that are all interconnected. So you don't just get CRM, unless that is all you want. If it is, great, and you can customize it to your heart's desire. But if and when you need to grow, it connects with the rest of Zoho's world.
ConsThere are times where Zoho CRM can be a little bit too simple. Sometimes you just need deeper access, but not often.
Reviewer Source 
Source: Capterra
August 4, 2019
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John N.
Talent Acquisition/Recruiting Extraordinaire
Information Technology and Services, 10,001+ employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
July 22, 2019

“The most loaded tool with excellent features at lowest prices. ”

OverallZoho consists of all the basic features and integration ability that makes it more productive than any other tool. The more consistent working on this tool produces more efficient results. In our field , interacting with the people is everything and Zoho CRM for me is a one-stop-shop providing all the necessary features and tools to elevate our working. We have customized it the way we requires and it has delivers the best of it. It's for sure a recommended tool by every professional.
ProsZoho CRM enables us to customize the products and services according to the increasing demands and the needs. It is quite user-friendly and very easy to use on daily basis. We can also customize this tool in accordance to our demands that usually changes with time i.e adding buttons , links. It's also one of the most cheapest tool with abundance of tools and handy features. We can also easily integrate it with the different tools and other google products or Microsoft outlook which makes it easy for us to schedule and organize our working at one place.
ConsOne of the most annoying thing is that the email invitations generated from Zoho CRM, mostly gets blocked or listed as spam by mail filters. However, it allows the customization for this tool as per our needs, but its a bit complicated procedure hindering most users from creating it because it requires complex practice. The reporting section also doesn't work up to standards and only brings out basic ones. They should also generate updates frequently in order to catch up with the rival products.
Reviewer Source 
Source: Capterra
July 22, 2019
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Rose-Anna M.
Financial Controller
Hospital & Health Care, 201-500 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
November 28, 2018

“100% Customizable ”

OverallAs my company continues to grow, we are able to meet and exceed all our demands by using this product. We have cut costs by eliminating manual work (such as sending repetitive emails and reminders to customers) by utilizing the auto-email function and setting up templates for emails that need to be sent out on a regular basis. That has allowed our employees to focus on more important tasks and be able to really get detail oriented. I would recommend Zoho CRM 10 out of 10 times to anyone looking for an alternative business management software.
ProsZoho CRM is basically a one stop shop for your business needs. I use it in my office everyday, and we can customize different modules based on the growing needs and demands of our company. Additional pros: Super simple to use. You can create buttons that do all the work for you (example: sending auto-emails). The tech support is usually a long wait, but once you have them on the phone or chat box they are super knowledgable and ready to assist with anything you need. Love love love this software.
ConsBecause it is so customizable, there are basically no limits to what is buildable with it. Need a specific accounting software? Zoho CRM. Need a time clock for payroll? Zoho CRM. Need a calendar view for medical records? You got it...Zoho CRM. The actual building of modules is really dense, so having a team member with developer skills is almost a must-have if you choose to dyi your software. Like I said in the pros section, the tech support at Zoho is wonderful and super helpful, but the wait time is a bit lengthy.
Reviewer Source 
Source: Capterra
November 28, 2018
Verified Reviewer
Management Consulting, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
2/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
May 21, 2018

“Amazing piece of software, was once ahead of its time. Not anymore, and service is really bad”

OverallCheap and customizable. Easy to export and import. Fully featured when considering their Zoho One product with projects, invoices and more.
Pros- Cheapest tool out there, especially for the feature set - Ironically, one of the most full functioning tools out there too. Even against the biggest CRMS (Projects built in, Invoicing and Bookkeeping built in, Live chat, etc.) - Extremely customizable - With their own programming interface/language with Creator, a company can develop serious automations for their infrastructure, but will require work
Cons- They used to have a vision not anymore. Their technology is always a few years behind. - They were one of the first live chat apps, but no chat bot. - Was one of the First CRMS, but limited data analysis, visualization, or no real AI - Has forms, but not really landing pages - Has SalesIQ but no anoymous prospecting, or real notifications unless they start a chat - No document tracking for views and proposals/presentations - Third party tools need APIs, Creator or Zapier. So no inside sales tools, automations, etc. in an app store like environment - No individual email tracking (open and close, vs mass campaign), which is about half-a-decade old technology used by CRMs - Individual lead notifications are not available - Support is very, very slow and disorienting. Does not complete work on a ticket, and conversations can drop - Completely manual input, no smart tools or database for lead details and filling information on CRM
Reviewer Source 
Source: Capterra
May 21, 2018
Rachel B.
President
Accounting, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
November 3, 2016

“Two years in and loving it”

OverallZoho was not the first CRM we tried but it's the best fit for our business. We've been using it for about 2 years to manage our pipeline, contact list (and related notes), track activities we wish to perform, activities we've completed, upload PDF copies of our handwritten scribbles, attach completed forms and documents that we'll need later. We have a section within each person where we keep links to our private YouTube channel with training tutorials. It is our hub for things that you might try to remember. Our actual work is performed outside of Zoho using industry specific software but Zoho is how we ensure that we don't drop the ball and that we quickly and easily remember where we left off when we spoke to someone 6+ months ago. It takes a little while to get used to using software instead of saying "ohh, I'll remember that" or paying for something when you could save it in a 3 ring binder on your desk but once you get into the flow you'll never consider going back. Zoho's search function means that I can find anything I need in a few clicks. I use Google Apps for my email and Zoho for my memory. FWIW we're a team of 5 people across 2 continents and with Zoho everyone is always in the loop and up to date on what's done, what's left to do and anything else that's going on. :)
ProsEase of use, connectivity to outside apps (Google Apps for business, Ring Central) and the search function.
ConsSometimes I have a hard time explaining what I need to tech support. This is not a problem with other vendors so I know it's not in the way I'm explaining things but to their credit we always solve my problems just not always on the first try.
Recommendations to other buyersI use a premium version but the lower tiers are still really amazing and solved many of my problems until I realized I wanted more.
Source: Capterra
November 3, 2016
Verified Reviewer
Renewables & Environment, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
3/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
September 3, 2019

“Viable Option vs. SalesForce”

OverallZOHO CRM allows for us to fully integrate our sales, reporting, and other features in one location. Our team was using multiple platforms to manage customer pipelines and client reporting prior to working with ZOHO. One Stop Shop
ProsThe customization of dashboards and integration between other apps within their ecosystem
ConsSometimes customer support takes a while, or has to transfer you to multiple departments
Reviewer Source 
Source: Capterra
September 3, 2019
FAEQ A.
Junior Project Manager
International Affairs, 51-200 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: SoftwareAdvice
August 12, 2019

“suits for small to mid sized corporates”

OverallWe only use Zoho CRM for a small project for one of our clients, it fitted like a glove with what the client needed, but unfortunately the more we depended on it the more it required to get more solutions from Zoho like Books and inventory, it was kinda hard to integrate it with what already have, but after the client and us are having a good experience using it .
ProsIt's really simple and easy to use, for the most part, you can find whatever you want on its documentation, the samples over there are really helpful, and the customer support is very very friendly and responsive, I can't remember a single instance that they didn't respond or were late on.
ConsDealing with a cloud-based CRM comes with its pitfalls and for us, one of the biggest pitfalls was the that we couldn't customize it enough, no matter how many timed we talked with Zoho customer support, some parts are in the core structure of Zoho CRM that can never be changed,
Reviewer Source 
Source: SoftwareAdvice
August 12, 2019
Verified Reviewer
Computer Software, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 12, 2018

“For me, this has enabled my business to grow exponentially”

OverallVery positive, never raised a ticket or questions the customer services, their support documentation and just uptime and user-friendlyness has been perfect for us over the last couple of years, I can't think of anythign negative to say.
ProsThe suite of tools all designed for productivity and communication in mind. This has enabled me to deal with myriad software projects, I keep my clients in the loop, my devs and pertinent project management stays in order, financial records, payments and record keeping and above all else, time management and communication. Compartmentalisation ensures that my sales guys see what they need, development guys and clients all see what they need without intersecting unless required. I, as the administrator can oversee all and ensure everything is happening in a timely and smooth manner. I utilise their mobile apps as well so that I can stay in the loop while away from the computer, be it on the train or on holiday.
ConsThe price point for me is well worth it because it is a fraction of the net worth of even one of the myriad projects that I am able to develop utilising this suite of software. However, I imagine that a smaller operation might well find the top tier pricing out of their league, there are alternatives, though none that I can imagine are as useful as Zoho, I've tried a few over the years and we didn't stick with any of those whereas we have gone with Zoho for the reasons mentioned above. That being said, there are free versions which would fit smaller outfits and cheaper options than the top tier.
Reviewer Source 
Source: Capterra
October 12, 2018
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Peter F.
Co-Owner
Information Technology and Services, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
July 23, 2019

“Best Bang for Your Buck in Software”

OverallZoho CRM is our hub for operations, sales, and marketing. We've automated huge swaths of our business using it. I can't recommend it enough!
ProsExtremely powerful customization options (100 custom modules, workflow rules galore, etc.) Integrates with every other Zoho app The price is killer low, ESPECIALLY when it's part of Zoho One I really like the updated UI, I actually prefer it to Salesforce
ConsIt can be slightly trickier to train inexperienced folks on Zoho CRM compared to something a little more streamlined like Hubspot. Not a huge issue at all, it's just slightly more complex.
Reviewer Source 
Source: Capterra
July 23, 2019
Tony B.
Executive recruiter
Farming, 501-1000 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
3/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: SoftwareAdvice
January 12, 2018

“Surprisingly robust for a free CRM”

OverallI think Zoho is a great option if you are looking for a free CRM in a smaller work/sales environment. It simplifies a lot of sales and marketing tasks that can be cumbersome. It is not very sophisticated with other integration (at least in the free edition). At my company, we need a cheap solution that would securely store leads and contacts so we could keep track of our interactions (e.g. emails and events), while still having the ability to standardize templates with our recruiting team.
ProsA Huge pro for Zoho is that it is free! It contains all the must-have features that most CRMs use l like uploading leads, contacts, creating and sending emails, templates, tasks, etc. The user interface is very simple and user-friendly. It is robust enough to allow you to customize your dashboard view so you can be even more efficient. Zoho does integrate with outlook and googles calendars, making it easy to schedule and send invites to clients/customers outside of your organization. The email templates are also a useful feature that is so easy to use. You can upload your own photos, logos and custom colors.
ConsWhat I don't like about the CRM is that email campaigns and invites from Zoho are more likely to be blocked by spam filters. After sending out email campaigns and invites, I have had to follow up with most of the individuals I reach out to, because it has been filtered to their junk email. I can't seem to find a consistent pattern either - as some people from the same organization received the email in their inbox, while others found it in their junk mail.
Reviewer Source 
Source: SoftwareAdvice
January 12, 2018
Shanique Y.
Technical Sales Representative
Chemicals, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
November 3, 2016

“Flexible, Low Cost CRM with strong potential”

OverallI manage Zoho CRM (Enterprise subscription) for a small B2B company. We have used this platform for about a year and a half now. Price: Compared to other options, Zoho has great pricing for the features/value that you get. Features: Zoho has a large number of features available to Enterprise customers. We, of course, use the Leads, Contacts, Accounts modules to keep track of all customer information. Zoho has greatly impacted our ability to keep track of the potentials/opportunities in our pipeline and to stay on top of follow-ups with customers. Also, despite our complex quoting process, we are able to quickly generate professional quotes for customers. We use the Zoho CRM Documents module to work on documents simultaneously. This eliminates the need to save several versions of documents. We use the Reports feature to evaluate performance, identify strengths/weakness, etc. The Campaigns, Solutions, Forecast and other available modules are also very useful. Ease of Use: I think using Zoho is more hands on, as far as doing most of the initial setup and customization yourself as opposed to Zoho doing it for you (like other CRMs offer), but the process is relatively easy. Because our company has many unique pieces of sales/customer information that it wants to capture, Zoho's easy customization has been a great fit for us. Customer Support: There are a variety of ways to contact Zoho. I use the live chat most of the time and am usually able to get assistance right away. Development: Zoho seems to actually take note of feature requests and feedback from customers. They release a very good update to the CRM this year that provided several new and improved features. I am looking forward to seeing how the platform continues to evolve.
ProsI like ease-of-use, price, and easy customization.
ConsIt's a young company so there are some glitches/kinks still being worked out
Source: Capterra
November 3, 2016
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Keith Y.
Owner
Management Consulting, 201-500 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
August 1, 2019

“Top Notch CRM for SMB”

OverallOverall there's no question it's powerful. My biggest issue is taking the time to use all that it has to offer.
ProsI liked that I could hit the ground running with the out-of-the-box configuration. I really like that I can continue to configure and add additional business rules as I build the business. An odd but big one for me is hyper-linked phone numbers so I can click and call w/out picking up my cell phone. There's very little about this tool that I can't do if I take the time to try.
ConsThe configurable email templates are awesome but I really, really dislike the email editor. It's not wysiwyg in that how it looks w/in Zoho is not how it looks when the email goes out. I'd like to see more fonts and more ability to configure the overall layout. Also - doesn't handle 'signatures' very eloquently.
Reviewer Source 
Source: Capterra
August 1, 2019
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dishant s.
crowd sourcing
Computer Software, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
August 29, 2019

“Amazing product helped me to organize my daily tasks”

OverallMy overall experience with Zoho CRM is quite satisfying.
ProsZoho CRM is equipped with an excellent and pleasing User Interface. They offer a lot of great features which are not available in its competitor's product like their scripting language 'Deluge,' their artificial intelligence system 'Zia,' etc. With the help of Deluge, I have automated a lot of my daily tasks like organizing meetings with the client's, internal meetings, etc. I can easily import the data collected through Zoho forms and can upload into the Zoho form and perform automated tasks by creating a script in Deluge.
ConsI find a little difficulty while mapping the fields in the Zoho CRM and my imported file from the Zoho forms. I wish to create the areas under the modules could be made much more straightforward.
Reviewer Source 
Source: Capterra
August 29, 2019
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Ivory C.
Event Coordinator
Events Services, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
November 21, 2018

“6 year user and this is still my top CRM user”

OverallOverall I have had a phenomenal experience and I usually recommend new business owners to use ZohoCRM for there customer relationship management.
ProsI started using ZohoCRM to help make sure I didn't forget up coming events. I didn't have a lot of clients but I needed a way to document conversations and make sure each clients was given the same information. Fast forward my company has grown and ZohoCRM has stayed my go to for client management. When I first started I didn't uses any of the automation. Now, I couldn't survive without the automation! We are so busy and leads are coming in from so many different avenues that potential clients could slip through the cracks. But with this CRM no client gets missed. I never worry that I will forget any critical touch points with clients because the automation triggers ensure I don't and I receive emails in in the morning with every task I need to complete. The home screen gives me a clear picture of what leads we have, what tasks we need to tackle, and what events we have coming up. I have not seen another CRM that will give you more bang for your buck.
ConsIt took me a while to understand how to customize the automation. I would recommend them creating video tutorials.
Reviewer Source 
Source: Capterra
November 21, 2018
Ashok K.
Inside Sales Consultant
Computer Software, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
8/10
Source: Capterra
November 3, 2016

“An easy-to-use and powerful CRM”

OverallZoho CRM is a part of my daily life as a Software Sales-Consultant. Let me list out the pros and cons. PROS: 1. The first thing I admired about Zoho CRM is, its ease of use. I know many Saas CRMs are easy to use. But this one packaged with multiple options and features than some Saas CRMs yet I never find it hard to use all the features. 2. Reports: I always love to generate reports for my Vendors and my boss. Reporting features comes with numerous customizable filters . Dashboard with reporting is icing on the cake. 3. Very seldom I faced server issues as it's a cloud based service. 4. Sales pipeline became easy now as we can categorize all the leads with regards of product, Vendor and Etc. 5. Innovation: I like that they always come with innovative ideas integrated with such less complexity. 6. Value for the money: I believe that Zoho brings most features which can be seen in Salesforce, SugarCRM and etc, but in a reasonable price. Completely satisfied with that. CONS: 1. Customer Support: Well they have 24/7 customer support. But the knowledge of any Tech Support person is not sufficient to resolve any big issues. Yet they are quick and kind. 2. 2016 update: Well it comes with many goodies like Sales-Impulse and lot but have many bugs as well. Sometimes i could not add a note on a lead or contact. I spoke to them regarding this and hope that they will resolve it soon. 3. Lack of Customization: Sometimes I feel like it would be better if they let me add my own customization on data fields and Filters. The scope of customization is comparatively less.
ProsReporting. Dashboards, Association factor of leads and contacts.
ConsCustomer Support, Lack of Customizations
Recommendations to other buyersFirstly I appreciate the idea of getting feedbacks from the users. You guys rock.
Source: Capterra
November 3, 2016
Kevin W.
Principal
Information Technology and Services, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: GetApp
April 19, 2019

“Zoho CRM: The Little Content Management Software that Could”

OverallZoho products have always been very friendly to implement. The team provides a massive amount of content around functionality, customization, application and successful operating environments in the form of documentation, and my fav - videos.
ProsAs with every Zoho product I have I evaluated, the CRM tool is very intuitive, easy to set-up, configure and customize. Adding/removing users, assigning roles, editing lists, formating fields, setting up workflows and etc., this is really a true "user-friendly" product. To be honest, unless you are the US Government or Wells Fargo or some massive institution like this, I found Zoho CRM features, functionality and related to be very familiar to most other products I have used. And I really appreciate the GUI design across their entire platform. Very clean, easy on the eye, really cool graphics.
ConsThe only challenging aspect, or maybe area for improvement is related to data migration. Now, the entire globe struggles with data mirgration so I dont hold it against Zoho CRM at all. But if the Zoho team wants to really take the market by storm, juice up the data mirgration process, execution, functionality, interface, team, apparatus or whatever. Be better than any of your competitors.
Reviewer Source 
Source: GetApp
April 19, 2019
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Stayn P.
Senior Software Developer Team Lead
Computer Software, 10,001+ employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
April 9, 2019

“Zoho is a complete platform for presenting our products towards clients.”

OverallIt has basic features for product automation and enable us to upgrade our products as need of customer. So easy for user to describe product features and can easily creates reports. Relatively flexible for user to customize products and provide good service for clients. A little bit training required for work with this marketing tool.
ProsZoho CRM is a basic tool for representing our products in front of clients. It provides us best features for creating a good relation with customer. We can describes all features of product and get helpful remarks of customer for further improvements. User can track customer in various ways and have all access to customers profile. Easy way to stay in touch with customer and connect them at the time of need. It's a better option for us to upgrade our business to high level.
ConsZoho CRM has basic features for marketing but also have some difficulties to work with this tool. A little bit complex for new user and have so many options are quite hard for work. Should be an option for connect with section and fields. Zoho CRM is much difficult for configure products in front of clients and So expensive for purchasing license. Need more updates for work better for marketing our products completely.
Reviewer Source 
Source: Capterra
April 9, 2019
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Jan D.
CEO
Computer Software, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
February 1, 2018

“Plenty of features, easy to use, good performance and availability”

OverallIt's a CRM, so the benefits are quite obvious I think.
Pros* Easy to use: not hard to find features and navigate the options * Easy customization of modules and fields * It has more features than we need * Very ubiquitous, which means that others have integrated already. We use RingIO for our call management, which was readily integrated with Zoho * It is quite fast most of the time * Do not recall any downtimes ever * Customer support seems to be quite attentive and responsive, which is very nice considering it is a a really large company * You can see the evolution in usability without being too pushy with radical changes All in all I see a lot more pros than cons
Cons* The reporting engine leaves a lot to be desired. Yes, you can customize reports, but it is very basic. You can't really anything beyond the most trivial filters so we ended up created redundant fields that were necessary to work with the engines. At some point we ended up exporting the data to netTerrain and using netTerrain for the reports, which has a much better reporting engine * The API is not really RESTful. The security schema is weak and in general REST guidelines and patterns are not complied with
Reviewer Source 
Source: Capterra
February 1, 2018
Verified Reviewer
Political Organization, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
July 17, 2019

“The best CRM, period!”

OverallWe are more than happy to have found Zoho CRM. It is the best app for having a central database of our clients. A major plus is that you are able to connect different other apps that zoho offers and then all they all work together seamlessly.
ProsWe love a lot about this software but one of the most liked features is that you can connect it with many other apps that they have and everything works seamlessly. Also worth to mention that the pricing is scalable and you pay only for the apps that you want/need, instead of paying huge amounts for a system with features that you won't use/need.
ConsWe wish that it would be possible to be able to connect all the apps with a website that will allow users access their data and update it in real time. The process to connect the system with a website has to be done with a professional programmer and can be difficult.
Reviewer Source 
Source: Capterra
July 17, 2019
Verified Reviewer
Transportation/Trucking/Railroad, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
April 11, 2019

“A great, but simple, CRM system. Great for trade shows!”

OverallOverall it's a good value in an easy-to-use package. It's not going to be a powerhouse like Sales Force, but you're going to be able to set it up by yourself relatively easily. As a trade show manager, it's one of the best solutions for tracking every single detail of a trade show. I can track the equipment I need, my move-in times, key costs, badges, ordering guides, and so much more. Then, I can upload my leads to the Sales side of our system and correlate each lead with the originating show. All of this was customizable when we launched Zoho. We continue to tailor it to this day, now interfacing the database with a few cloud-based services to handle lead outreach. If you're looking for your first CRM system offering value and scalability before the leap to something major like Salesforce, this is your winner.
ProsWe use Zoho to track our sales leads, ongoing projects, and trade shows. In general I'd say the biggest pro is the flexibility and customization offered by the software. It's some serious bang for your buck! To this day, we create new tabs and have it track new lists or integrate it with new software.
ConsThe mobile app. It's really lacking. It will not display leads or trade shows as they are sorted on my desktop, which ultimately makes it useless. Sorting alphabetically doesn't work for leads or trade shows when the database goes back 7 years. If a mobile app is vital, Zoho may not be the best solution for you until the app is upgraded.
Reviewer Source 
Source: Capterra
April 11, 2019
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Cesar C.
Docente asociado
Education Management, 501-1000 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
December 20, 2018

“ ZOHO CRM an ideal tool to maximize deals in lines of your organization”

OverallThe good thing about the system is that with its messaging and calling services as well as its interaction in social networks, it has not allowed us to make more and better deals with our clients, generating a more productive relationship between them and us.
ProsZOHO CRM is a tool that allows you to monitor social networks and easily through their communication tools such as emails by sales flow, or the interactions of our services in social media raise the productivity of the company. also the system has integrated tools that provide a virtual environment to manage from the control panel the interaction with my clients and to close more productive deals and on the other hand the ability to generate statistical data that allow me to make the most appropriate decisions in the company.
ConsRegarding the interaction with the Google Ads, the vision with respect to the investment in advertising that is invested is somewhat complicated to manage from the software and at the time of programming the supervision of the expense it is based on if the campaign works is somewhat I print the indicators that the program shows. On the other hand in terms of encrypted data security, audit records, IP restrictions and two-factor authentication, it is not easy to configure because it has protocols that are not simple for the management of any user.
Reviewer Source 
Source: Capterra
December 20, 2018
Verified Reviewer
Information Technology and Services, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
3/5
Customer Service
1/5
Features
4/5
Value for Money
3/5
Likelihood to Recommend
5/10
Source: GetApp
March 9, 2017

“Good CRM but terrible support”

OverallWe are using Zoho email, calendar and CRM to run our small startup with 5 active users. I've previously used the full Salesforce.com package in a large multinational. I have to say the Zoho allows me to do the same things that I previously did in Salesforce to a pretty high level. Having said that, I don't think that Zoho is that cheap either, at USD $20 per head per month. That's $1200 per year for 5 people. A necessary evil unfortunately. Part of signing up for Zoho CRM is that they offer a call with one of their support staff to familiarize you with the product. This was a complete waste of time. Fist the call was 20 minutes after the appointed time. The man from India who called me was completely distracted and appeared to be taking other calls (putting his mic on mute) and typing on a keyboard while I was trying to ask him questions. He was very arrogant and rude and a liar. When I pointed out that he was typing instead of listening he denied it. I'd asked him the same question 3 times, and each time he came back with the same nonsensical question to my question. Bad, Bad, Bad. I ended up hanging up and am angry that they wasted my time with such a pointless and empty offer.
ProsIt's a fully functional CRM package for a small enterprise. It is relatively intuitive to use and I like that automatically picks up the emails you send and appends them to the client record, provided you've entered the clients email details.
ConsThe Indian call centre is a disgrace. Worst I've come across and that's saying something. I don't think that the CRM calendar sync's with the email calendar.
Recommendations to other buyersAvoid the call centre at all costs. If you can't work it out yourself, don't bother calling them as you'll just end up angry.

Vendor Response

By Zoho CRM on March 10, 2017
Hi, I am Jayashree, Quality Manager at Zoho. Firstly, we apologize for the lack for quality support. We assure you that we will look into this and have it corrected as soon as possible. In the meantime, please do send us an email at support@zohocrm.com with your questions and we'll be happy to assist you with them. You can mark the email to me and I will take ownership to have things resolved for you. We look forward to hearing from you. Jayashree Zoho
Source: GetApp
March 9, 2017
Enya M.
Paralegal
Law Practice, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
July 25, 2019

“We LOVE Zoho! ”

OverallOverall, Zoho is a wonder program! I don't know what we would do without it! It saves me not only time but also sanity because I can track what things were sent to whom and if they have been able to read/access the information yet. That way I am not always having to reach out to them to make sure they've received things.
ProsZoho makes it easy to communicate with our clients, send them links, and helps us know if they have been keeping up their end of the bargain with communication. I really like that Zoho can show us which clients we have sent things like our questionnaire to and even tells us which clients have clicked on it to open it! That way they can't say they haven't received it!
ConsThe only thing I found that irritated me about Zoho was the two-factor authentication that was auto-enabled when we first started using the program. Being just a user on the account, it would always send a verification code to my boss when I tried to log in. If he wasn't available to get that code it me, I couldn't access the program. Finding how to turn that off from the firm account was not the easiest!
Reviewer Source 
Source: Capterra
July 25, 2019
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Frederick U.
Director
Sports, 51-200 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
1/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
4/10
Reviewer Source 
Source: Capterra
December 5, 2018

“Zoho Oh No!”

OverallMy Golf course sales and management company purchases Zoho Crm as our first and only primary crm for every sales person and manager in the company. The biggest issues is they never delivered on their promises. We had several internet based customer data collection points outside of our crm. We were promised Zoho would inergrate with apps to pull of the prospects contact info. It did not. The entire company had to manually enter all prospect info every time we received an outside digital lead. Not only did we become more of a data entry team than a sales force, people hating using it and it became what you would expect. Garbage in Garbage out.
Proszoho's crm has buckets and buckets of available information. it intergates well with outlook calendar and contacts. it is a very useful time management tool.
Conszoho's crm has buckets and buckets of available information. sometimes when it rains it pours. there was too much to manage or understand proficiently with out going to zoho school. who has time for that? and the support and training we were promised were surface like at best. This may have had more to do with our companies zoho rep, but as far as we were concerned that was our 'face of the franchise" and he was far from an MVP candidate
Reviewer Source 
Source: Capterra
December 5, 2018
Verified Reviewer
Management Consulting, 51-200 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
May 29, 2018

“The Zoho CRM platform is the base foundation you need to get started. ”

OverallIf you are an out of the box thinker and someone who works well independently and likes to learn new things and build businesses, then Zoho is the platform for you. Most software platforms are migrating to this model and it includes numerous software bolt on solutions to help your business grow. If you are looking at building your business strategically and don't want to break the bank then you would be doing yourself a dis-service if you don't review and consider Zoho as proven growing software platform.
ProsI love that Zoho has many different "bolt on" features that I can add depending on the needs of my business. The ability to integrate and scale is one of the many things I really like about Zoho. It's basically an Ala Carte menu that I can take advantage of when necessary. Zoho CRM and other Zoho products integrate seamlessly and you don't need a programming degree to figure it out. Having a better then average understanding of how technologies work is very helpful, but the novice shouldn't have any problems getting acclimated to how Zoho CRM works.
ConsLike most software services like Zoho their customer service isn't ideal and it often takes some time for someone to get back to you if at all. This is one of the biggest CON's I've noticed. You pay much less for their services, but you lose the customer service touches you would typically get with a service like salesforce.com. If you can handle the trade off, some people can't, then Zoho is for you. If you are aren't willing to sacrifice the ability to get CS in real time then Zoho isn't for you.
Reviewer Source 
Source: Capterra
May 29, 2018
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Henry G.
Director Digital
Marketing and Advertising, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
August 27, 2019

“Your clients in the cloud”

OverallIn my organization we need to have access to our customers' information, anywhere, so we think we should migrate everything to Cloud, and Zoho helped us to do it quickly and easily.
ProsEasy, everything is everywhere, easy to access even from the cell phone, it is incredible that all the information is online. It helped me a lot not to depend on sitting in the office to work.
ConsIt can be adapted for all companies, however for Latin America and certain information such as the NIT field that is not found but solve it by generating an alphanumeric field
Reviewer Source 
Source: Capterra
August 27, 2019
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Scott S.
Account Executive
Marketing and Advertising, 201-500 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Features
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
December 14, 2018

“Great for companies who don't have a CRM”

OverallMy use with Zoho only scratches the surface, and I'm not taking advantage of many of the advanced features with Zoho. My primary use is as a lead/deal management tool, and for that it works really well. Input leads, create tasks/reminders, add opportunities, update the opportunities as they progress through the sales cycle. Standard stuff, but very pleased. One other use for me, is many of my smaller clients don't have a CRM, know how to implement one, and don't want to invest heavily in one. This is a fantastic solution in these instances, and I look like a hero when I give them a quick demo and help them get set up.
ProsTo be honest, I was looking for a free CRM to run my small digital marketing agency, so the price point is fantastic. That said, the features and what you can do with this at the free level is pretty remarkable. The methodology will be familiar to anyone familiar with CRMs.
ConsSo it's unlikely that anyone is going to move from SalesForce to Zoho, unless it was a pure pricing play. It's a little "clunkier" than other well known CRM's, but it has gotten better. I've used Zoho for about 5 years, and this is pretty trivial, but it would sure be nice to be able to view more than 50 leads per page.
Reviewer Source 
Source: Capterra
December 14, 2018
Verified Reviewer
Machinery, 201-500 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
September 10, 2018

“Great fit for SMB eCommerce”

OverallOverall we have been pleased with the value provided from Zoho. Not just the CRM, but other products they offer as well. We have really tried to tie in with the full suite of products to enhance our productivity and growth.
ProsI like the ease of use of the Zoho platform. We were able to get everything setup and working in about a day. We have this connected to our eCommerce platform and are able to easy import our records to keep the system up to date. It allows our CSR team to know just what a customer has done with us in the past and keep the conversation in context each time they talk. We also utilize the chat from Zoho SalesIQ that is connected with the CRM to keep all communication channels in sync.
ConsI do not care for the API limits that are enforced on the platform. Users get roughly 3000 api calls a day. This can make initial data loading for an established business take a while to get all legacy data imported into the system. Once things are there it is not much of a problem, but any time you may decide to import a new large data set this can really hinder the process of getting everything over in a timely manner.
Reviewer Source 
Source: Capterra
September 10, 2018
Verified Reviewer
Computer Software, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
3/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
August 16, 2018

“If you're just getting started with CRMs - start with Zoho”

OverallThis CRM is easy to set up and it's quite useful when you're getting started with setting up your sales process. It will have all your leads data and will save you a lot of time if your entire team can collaborate on tasks. So for starters, without having to spend much, and compromising a tad bit on UI/UX - you're good with Zoho CRM.
ProsZoho is cheap. And that is what I like most about htis software. It's economical for any kind of business - yet not compromising a lot on important features. Customization is fairly simple and easy. That's a big plus when it comes to maintaining your funnel with the kind of business you've got.
ConsWhat I least like about Zoho is their support. When I initially started using it and wanted to go about checking for certain features, I spent hours in the internet surfing for answers in their official Forum. As it turns out, there are no updated answers to old issues. I realized support has not done a great job with hundreds of queries people had on different features (marketing automation, tracking etc) While it's buggy, I'm afraid to raise support issues with the kind of experience people have faced in their support forum.
Reviewer Source 
Source: Capterra
August 16, 2018
Anibal J.
Strategic Business Development Consultant
Information Technology and Services, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
3/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: GetApp
December 15, 2017

“Easy to use and setup CRM. Excellent automated workflows.”

ProsI used ZohoCRM in two different jobs. My first job was in Sales and Account Management. I used ZohoCRM on a daily basis and I was not the one who set it up originally. The tool is really easy to use with very good flexibility in adding/removing/changing fields. You can also add workflow automation which is great when you get it right. On my second job I actually set it up from scratch and I was surprised at how easy it was to set it up and get it running. Since I was an experienced used before, it took me, literally, less than an hour to get it up and going. I was able to import hundreds of contacts and leads with just a few clicks.
ConsThe interface could be cumbersome at times. The editing of individual fields should allow the user to click anywhere in the field to go into update mode. Instead you need to click on the actual pencil, which depending on your screen resolution can be small and not as easy to target and click on it. The automation workflow is great, but it's hard to get it right and there's no easy way to test it out to see if it's going to do what you'd expect. If you set it up wrong you may not realize until some time later. It'd be good to have a way to test the automation you're allowed to configure.
Reviewer Source 
Source: GetApp
December 15, 2017
PRASSANNA S.
program manager
Information Technology and Services, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
May 15, 2019

“Good product for small and medium size businesses”

OverallZoho CRM is cost effective to run your sales business and even more so if you run your entire business on zoho platform.
ProsIt is one of the most user friendly crms in the market. It has pre-built integration plug ins for commonly used applications.
ConsThere is a refresh issue most of the time and the quality of customer support is not great.
Reviewer Source 
Source: Capterra
May 15, 2019
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Suzanne H.
Broker/Owner
Real Estate, Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
November 2, 2017

“We love the robust features and ability to customize to our business cycle. ”

OverallWhat software are you talking about??? Capterra?
ProsWe investigated so many CRM's and found many of the others to have good marketing but a lesser product at a higher cost. We started with the free version and gradually moved up to the Enterprise Subscription so we could fully customize not only basic CRM functions but a full transaction management system. We have several custom modules and custom buttons that the Zoho Engineers designed to our specifications at no extra charge! You can use it right out of the box and get great value but the customization was really the icing on the cake for us.
ConsI like that their is a whole suite of products that can integrate into the CRM but unfortunately the three we have tried/investigated Zoho Websites, Zoho Mail & Zoho Survey have not offered us the functionality we need so we have had to use alternative products. Older versions linked with LinkedIn so you could synchronize pictures of contacts but this no longer is possible - I think due to LinkedIn making an exclusive agreement with another CRM provider?
Reviewer Source 
Source: Capterra
November 2, 2017
Stephen W.
COO and Co-Founder
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
2/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
8/10
Source: GetApp
July 4, 2016

“Great for what it is”

OverallIf you're looking for a CRM that is customizable and can adjust to your business, Zoho CRM is the best bang for your dollar. However, recognize that Zoho's platform is to develop features, *not* to be a sales partner. They have partners around the world who can help you on an ad hoc or on-going basis, but the 24/5 support is really just there for trouble shoot issues with the program - not to help you develop your business.
ProsThe customization means that Zoho can be adapted to a variety of fields. It's generally intuitive for sales people and their cross platform support is really picking up with the new User Interface.
ConsDocumentation is nearly non-existent. Support is present effectively only to address bugs, not to problem solve.
Recommendations to other buyersI've looked at a lot of CRMs but I've been very happy with the value of Zoho and am not leaving any time soon. As much as I wish they'd invest a bit more in their customer support, I am so happy with the product, the people working on the product, and all of the innovations they continue to bring. Additionally, if you're looking for a platform to build a business, Zoho has one of the richest ecosystems out there and they're basically hidden from view because they don't spend any money on marketing. A far cry from their competition.
Source: GetApp
July 4, 2016
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AADITYA H.
Manager-Business Development
Computer Software, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
August 8, 2019

“Best CRM out there”

OverallZoho CRM has solved lot of problems, mail templates has made our life easier and because of availability of creating custom automatic workflows has made lead conversion easier and reports are precise that gives us a clear picture of revenue streams
ProsIt's integration with multiple platforms like zapier which essentially explodes the integration possibility. It's mobile app is flawless and Integration with WhatsApp is just brilliant. As Zoho has various other products understanding the source of lead either from any campaign or via Google AdWords or Facebook ads is really helpfull
ConsAs any business I would like it's price go down a bit
Reviewer Source 
Source: Capterra
August 8, 2019
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Craige Hardel -.
Owner
Marketing and Advertising, 1-10 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
August 7, 2019

“Zoho CRM is really good for the price”

OverallIt's good. They have a solid solution that has worked well. I find their pricing for more team members can be a bit high though
ProsZoho crm has a wonderful suite of features and I liked their functionality. It's convenient to manage my pipeline with their solution and the ux is easy to use and well thought out. From task management to follow up a full stack solution and it has helped keep everything in one place and thus saved time when prospecting
ConsTheir onboarding could be even simplier and step by step. It still takes a while to get a feel for the application also, I don't like the fact zoho as so many applications and charge similar fees for all of them instead of just having a nice package even if it costs a bit more. As decent as their products are i'm just not a fan of this business model
Reviewer Source 
Source: Capterra
August 7, 2019
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Shawn V.
Customer Services Manager
Logistics and Supply Chain, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
July 29, 2019

“A Solid CRM, Good Value”

OverallGood experience, I would recommend them to anyone looking for a good CRM for customer service.
ProsGreat value, easy to learn, easy to teach, easy to use to keep track of customers. You can find customers quickly and easily, pull up notes, leave attachments Easy to schedule followups. Easy to find what fellow employees are working on.
ConsSometimes it was difficult to setup automated features and sometimes automated features and webhooks would break and need to be remade. Was very rare though and for the price, their Customer support was excellent.
Reviewer Source 
Source: Capterra
July 29, 2019
Shibu J.
Manager
Information Technology and Services, 51-200 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
April 4, 2019

“One stop CRM”

ProsI used ZOHO CRM to manage the sales campaigns. To boost the sales we plan for diffrent activities such as inbound sales, outbound sales, direct leads, custom projects etc: And zoho made it easier for us to track the development and revenues of each campaign. For each of the customer/leads we can add comments/update the lead status etc. Hence it makes the sales process very easy. Similarly we used it for recruitments/hiring. When there are bulk of applicants it becomes very tough to handle them. Zoho Recruit allows us to create seperate folders such as Php candidate, Java candidate etc and respective candidate resume can be added there. Status of calls/interviews/hiring status can be updated for each of the candidate. At the end it makes the recruitment process very friendly.
ConsIt lacks some features such as for example in my CRM I have 100 leads added - there should be functionality for bulk email or for callings. This will be added advantage for sales campaigns.
Reviewer Source 
Source: Capterra
April 4, 2019
James B.
Business Development Manager
Primary/Secondary Education, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
3/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: SoftwareAdvice
August 16, 2017

“ZOHO CRM ”

OverallZOHO CRM in general is a good CRM for SMB's. It's always one of the options in the CRM selection process. Any CRM is only as good as the business process behind it.
ProsPricing: ZOHO CRMs pricing is very affordable for SMB's. The pricing structure allows businesses to scale up without worrying about the monthly subscription. Functionalities: Overall, ZOHO CRM's functionality is good. It has most of the essential business functionalities. Customizing the CRM according to the business process is very easy. It does provide basic reports and analytics that gives very good business insights.
ConsFunctionalities: Although ZOHO CRM provides good functionality, it still lacks some of it that will definitely be an added value to most of it's customers. An example would be a validation rule. A lot of the customers have already brought this topic over ZOHO forums, although ZOHO CRM reps respond with courtesy, this functionality is still in the RnD. A few other requested functionalities have been requested, but it may take ZOHO CRM years before implementing such.
Reviewer Source 
Source: SoftwareAdvice
August 16, 2017