--- title: "Zoho CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Zoho CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/155928/Zoho-CRM/" page_type: "product" language: "en" --- # Zoho CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Zoho CRM ## What is Zoho CRM? Zoho CRM empowers businesses of all sizes with a 360º customer relationship lifecycle management solution. Key features include lead management, contact management, sales funnels, pipeline management, workflow automation, AI-powered sales assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrate with 1000+ popular business apps in a single business system. ## What is Zoho CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Lead Management](https://www.capterra.com/lead-management-software/) Recognitions Shortlist Overall rating Based on 6,987 user reviews Reviews sentiment Positive 85% Neutral 11% Negative 4% Pros & cons Integrated sales process automation Centralized client relationship management Frequent bugs and reliability concerns Starting price $14 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... - CRM / 2026 - Sales Enablement / 2026 - Construction CRM / 2025 - Contact Management / 2025 - Customer Engagement / 2025 - Lead Generation / 2025 - Lead Management / 2025 - Nonprofit CRM / 2025 - Real Estate CRM / 2025 - Sales Force Automation / 2025 - Sales Forecasting / 2025 - Sales Tracking / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Zoho CRM alternatives Highest Rated [4.7 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (18,800)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.5 (4,476)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/155928/Zoho-CRM/alternatives/) ## FAQs about Zoho CRM Overview ### What problems does Zoho CRM solve? Zoho CRM solves scattered lead and customer data, missed follow-ups, weak pipeline visibility, and manual sales admin by centralizing contacts, notes, calls, reminders, and reporting in one system. Sales teams, account managers, marketers, field reps, and small businesses use it to qualify leads faster, track deals accurately, and coordinate work across office and mobile. Answer based on 2298 reviews Overview ### Which roles and teams benefit most from Zoho CRM? Zoho CRM is most used by business owners, founders, and executives who need visibility into pipeline performance, customer relationships, and team activity. Sales, account, and business development teams use it to track leads and deals, while marketing and operations managers rely on it for campaign coordination, process automation, and reporting. Answer based on 6565 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and industries is Zoho CRM built for? Zoho CRM is built for small businesses first, with 83% of reviewers from that segment, and it is most common in Information Technology and Services at 11%. It also serves midsize businesses at 9% and enterprises at 8%, with additional concentration in Marketing and Advertising at 9% and Computer Software at 8%. Answer based on 6983 reviews Features and Usability ### What are the key features of Zoho CRM? Zoho CRM includes core sales features like lead management, contact management, deal tracking, and sales pipeline management. Differentiating capabilities include workflow automation, email management with templates and tracking, customizable fields and layouts, reporting dashboards, mobile access, and third-party integrations for marketing, accounting, and support workflows. Answer based on 1673 reviews Pricing ### How much does it cost and what fees or limitations are included? Zoho CRM starts at $14/user/month with Standard, followed by Professional at 23, Enterprise at 40, and Ultimate at 52; a free plan supports up to three users, plus a free trial. Reviewers often call pricing affordable, but note free and lower tiers have feature limits, with some advanced tools only on higher plans. Answer based on 1673 reviews Integrations ### Which third-party tools and platforms does Zoho CRM integrate with? Zoho CRM integrates with Gmail, Microsoft Outlook, Microsoft Excel, Mailchimp, Zapier, and WhatsApp, with additional connections for Google Ads and WordPress. It also supports more than 70 integrations overall, including Google Drive, Google Calendar, Dropbox, Box, DocuSign, and HubSpot CRM across email, marketing, documents, and productivity. Answer based on 1233 reviews Getting Started and Support ### How easy is it to onboard and train a team on Zoho CRM? Zoho CRM offers in-person training, live online sessions, webinars, videos, and documentation. Sales teams and tech-savvy users often get productive quickly with the core CRM, while beginners, admins, and teams needing heavy customization or integrations usually need more time, guided setup, and training to handle advanced features confidently. Answer based on 636 reviews Getting Started and Support ### What customer support options does Zoho CRM offer, and how do users rate the experience? Zoho CRM offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live rep, and chat. Users describe support as mixed: some report prompt, helpful guidance and effective issue resolution, while others cite slow response times, inconsistent answers, long holds, and difficulty getting timely help for urgent or complex problems. Answer based on 1451 reviews Security ### How does Zoho CRM handle data security and access control? Zoho CRM uses role-based permissions, streamlined access controls, encryption, audit logs, IP restrictions, and two-factor or multi-factor authentication to protect customer data. Reviewers also mention secure cloud storage, password protection, and timestamped records. Some note setup can be complex, with occasional concerns about cloud reliance, limited permissions, and authentication friction. Answer based on 138 reviews ## Who uses Zoho CRM? Based on Capterra reviews from the past year Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Integrated sales process automation 91% positive reviews out of 570 Most reviewers find sales management streamlines workflows, automates tasks, and provides valuable analytics for managing pipelines and boosting conversions. Anonymous User Project Analyst, 51 - 200 employees. "Zoho CRM made it easy to manage our Sales pipeline by providing a structured view of leads/deals, plentiful integration options, out of the box analytics and a helpful support team." Frequent bugs and reliability concerns 75% negative reviews out of 473 Most users comment bugs and issues cause slowdowns, crashes, syncing problems, and inconsistent performance, impacting daily operations and productivity. Ilhan Can O. Senior Associate, 11 - 50 employees. "Sometimes we experience minor errors/glitches; e.g. search bar (does not directly go to the page when you click on the search result) and new customer profile is not saved (eventhough when you save the new customer profile, somehow it is not saved and as if you did not create a new customer). " Centralized client relationship management 91% positive reviews out of 296 Most users report client management allows easy organization, communication, and access to detailed client information, improving service quality. Mallory S. Clinical Operations Manager, 11 - 50 employees. "I like the various features within to help keep the team organized and easily locate our client's information." Comprehensive activity and data tracking 93% positive reviews out of 285 Most reviewers describe tracking as highly versatile, enabling efficient monitoring of clients, sales, tasks, and communications in one place. Harshul S. Senior. Technical Support Specialist for Network Operations, 10,001+ employees. "What I like most about Zoho CRM is how easy it is to track contacts and deals in one place." ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) Zoho CRM supports all three of the features reviewers value most: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales process, and manage new prospects more effectively, allowing teams to improve follow-up, maintain visibility into opportunities, and support more consistent sales performance. Contact Management 4.4 (1,222) 56.46% of 1222 reviewers that rated this feature as important or highly important It gives you a centralized, customizable way to manage all customer details, interactions, and files. Reviewers appreciate seamless integrations with Office 365 and social media, easy data import/export, and the ability to track every contact’s history and communication. Lead Management 4.4 (1,190) 53.87% of 1190 reviewers that rated this feature as important or highly important This capability lets you capture, track, and nurture leads from multiple sources in one dashboard. Users think the automation, lead scoring, and visual workflows help prioritize leads, improve conversion rates, and ensure no opportunities are missed. Data Import/Export 4.3 (361) 58.73% of 361 reviewers that rated this feature as important or highly important Import and export data to and from software applications Task Management 4.4 (387) 52.97% of 387 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Lead Capture 4.4 (304) 49.34% of 304 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers Sales Pipeline Management 4.3 (854) 56.21% of 854 reviewers that rated this feature as important or highly important With this capability, you can visually track deals through each sales stage and forecast revenue. Reviewers indicate the drag-and-drop interface, automation, and customizable pipeline views help teams organize, prioritize, and optimize sales activities efficiently. Zoho CRM 211 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules - Budgeting/Forecasting: Create budgets based on historical data and future projections - Business Card/Badge Scanning: Capture contact information by scanning a physical item and having the system automatically extract data from the scan - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Buyer Management: Track all information required to develop and sell lots in housing projects - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Chat/Messaging: Communicate using direct chat or messages within the system - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client Tracking: Track all company interactions with current clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: It gives you a centralized, customizable way to manage all customer details, interactions, and files. Reviewers appreciate seamless integrations with Office 365 and social media, easy data import/export, and the ability to track every contact’s history and communication. - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: With Zoho CRM, you can centralize customer data, automate tasks, and integrate with tools like Slack, Zoom, and Mailchimp. Reviewers appreciate its user-friendly design, customizable workflows, and ability to streamline sales, marketing, and support for better customer relationships. - Customer Activity Tracking: A report showing what actions customers perform - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Social Profiles: Track customers' activities across social networks and maintain details about their demographics, preferences & more - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customer Surveys: Tool to send questionnaires to customers to gauge feedback - Customizable Branding: Add customized logos and colors to align with company branding - Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Entry: The process of entering information or updating records in a computer system or database - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - eCommerce Management: Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Estimating: Estimate expected cost based on various factors before a project begins - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Field Sales Management: Manage or track sales completed by field teams/employees - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - For Healthcare: Software designed for the healthcare industry - For Insurance Industry: Intended to be used by insurers - For iPad Devices: Operate/access software on iPad Devices - For Mac Devices: Operate/access software on Mac Devices - For Nonprofits: Software specialized for non-profit organizations - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - For Sales Teams/Organizations: Caters to sales teams - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Gamification: Games or game-like elements to track progress and reward accomplishments - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Help Desk Management: Managing service requests, incidents, IT issues & support with a ticketing system - Incentive Management: Manages incentive programs such as profit sharing, stock awards, and individual bonus plans - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: This capability lets you capture, track, and nurture leads from multiple sources in one dashboard. Users think the automation, lead scoring, and visual workflows help prioritize leads, improve conversion rates, and ensure no opportunities are missed. - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Live Chat: Ability to chat online in real time - Loyalty Program: Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Data Collection: Collect information from multiple sources - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multi-Currency: Manage and handle various international currencies - Multi-Language: Manage and support multiple languages - Multivariate Testing: Create many versions of emails, forms, or actions and gauge which is most effective - Negative Feedback Management: Identify, track, and respond to negative feedback - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Predictive Analytics: Predict future data based on historical data sets - Prioritization: Arrange tasks based on the level of priority or urgency - Product Catalog: Present a catalog of inventory that customers can view - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Tracking: Monitor the progress of projects from start to finish - Projections: Estimate or forecast of a future scenario based on the study of present trends - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quota Planning: Plan target quotas that sales representatives are expected to meet within a specific period. - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: Zoho CRM offers customizable reports, visual dashboards, and forecasting tools. Reviewers appreciate the flexibility, ease of use, and real-time insights for decision-making, though some mention occasional issues with automation and missing data in reports. - Rewards Management: Strategize and implement rewards for returning customers, employees and other members - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) - Sales Approval: Ensure that quotes/invoices are correct before sending to customers - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: With this capability, you can visually track deals through each sales stage and forecast revenue. Reviewers indicate the drag-and-drop interface, automation, and customizable pipeline views help teams organize, prioritize, and optimize sales activities efficiently. - Sales Planning: Define sales targets and create strategies to meet goals or marketing results - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search: Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. - Search Marketing: Track visibility and traffic from search engines - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service Level Agreement (SLA) Management: Set and monitor service level agreements to ensure timely response and resolution - Social Marketing: Manage campaigns and track engagement for marketing efforts across social media channels - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Social Media Monitoring: Track activity on sites such as Facebook, Twitter, Instagram, etc. - Social Promotion: Market event via social media tools - Statistical Analysis: Apply statistical/mathematical models to sets of data - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Text Analysis: Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Training Management: Track employee/learner's progression through training programs - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Warranty Tracking: Track the duration and expiration of warranty as well as any obligations under that warranty - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web-based Deployment: SaaS, web-based, online deployment - Website Integration: Seamlessly integrates with 3rd party websites - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (6,442) 4.3 Based on 6,442 reviews ## Pricing Value for money 4.3 (5399) Free Trial [View pricing plan details](https://www.capterra.com/p/155928/Zoho-CRM/pricing/) Standard $14.00 Per User,Per Month It includes: - Accounts - Folder Sharing - Follow-up Rules - Free Data Backup - Free Storage/Org - Free Storage/User License - GDPR Compliance - Google Analytics - Google Drive - Gotomeeting Professional $23.00 Per User,Per Month It includes: - Active Blueprints - CRM Views - Custom Dashboards - Custom Fields - Email Insights - Email Notifications Enterprise $40.00 Per User,Per Month It includes: - Allowed Ips - Amazon Connect - Analytics - Enhancements in Anomaly Component With Notifications in Zia - Anomaly Detectors - API - Approval Process - Assignment Rules - Connections - Contacts Ultimate $52.00 Per User,Per Month It includes: - Attach Documents - Attach Files to Feeds - Audit Logs - Automated Lead Generation From Social Media - Auto-Responders - BCC Dropbox for Email - Business Operations - Amazon Seller Central - Calendar - Calendar Booking - Call Log Value for money 4.3 (5,399) 4.3 Based on 5,399 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (5279) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (5,279) 4.1 Based on 5,279 reviews ## User reviews Overall rating 4.3 Based on 6,987 reviews Filter by rating 5(3566) 4(2381) 3(784) 2(171) 1(85) Mentioned topic Sorted by most recent Donna M. Manager Information Technology and Services ### "Horrible CRM - STAY AWAY" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 July 27, 2026 This has been a horrible experience starting with Berryforms that set this up. Cannot get anything to work correctly - made us miss SalesForce immediately. Would give a 0 star review if I was able to. Pros I didn't. They have not shown any value at all. Found this system to be extra work for everyone. The setup and look does not make it easy while speaking to a customer. Cons Everything. Now they've changed the system view and cannot get it back to original version. Everything costs you - no one willing to assist nor care. Need to do a lot of research on anyone that says they are an expert to help you set this up. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) CFO decision that we had no control over - after the set up when we got to see what he did we were unable to get the changes done - Berryforms was NOT cooperative to the people who actually work the system Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Director Operations Information Technology and Services ### "Easy-to-Use CRM with Great Features" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 July 26, 2026 Overall, my experience with Zoho CRM has been good. It is easy to manage customer information, track leads, and organize daily tasks. After getting familiar with the system, it becomes a useful tool for improving productivity and managing customer relationships efficiently. Pros What I liked most about Zoho CRM is that it is easy to use and keeps all customer information in one place. It helps track leads, follow up with customers, and manage tasks without much effort. I also liked that it can be customized to suit different business needs and works well with other Zoho applications. Cons It can feel a bit complex for new users at first. Some advanced features take time to learn and set up. It can also be a little slow when working with large amounts of data. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KA Khyan A. Senior Business Development Representative Computer Software ### "Flexible Business Platform with Plenty of Capability" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 July 22, 2026 Overall, my experience with Zoho has been positive. It's a flexible platform that offers a wide range of business functionality and can support a variety of teams and processes without needing multiple disconnected systems. From a SaaS and SDR perspective, it provides good visibility into customer information, activities, and workflows while remaining relatively easy to use once you're familiar with the platform. The feature set is probably its biggest strength. There's a lot of capability available, particularly for businesses looking to automate processes and centralise information. The platform isn't perfect—some workflows could be more streamlined, and the interface can occasionally feel a little busy—but overall it's a capable and reliable solution. I wasn't involved in procurement or administration, so I can't comment too deeply on customer support or the commercial side of the platform. From an end-user perspective though, it delivered what I needed and provided a good balance between functionality and usability. Pros Zoho offers a broad range of functionality and does a good job of bringing different business processes together in one ecosystem. From my experience, the biggest strengths were the range of features available and the flexibility of the platform. Whether it's CRM, reporting, workflows, automation, or customer management, there's generally a solution within the Zoho suite for what you're trying to achieve. The user interface is reasonably clean and easy to navigate once you're familiar with it. It doesn't take long to get comfortable with the basics, and most day-to-day tasks are straightforward. Access and connectivity were also strong. Being cloud-based made it easy to access information from anywhere, and it integrated reasonably well with other business systems. For teams looking to centralise information and improve collaboration, the platform offers plenty of functionality without needing multiple standalone tools. From a value for money perspective, Zoho appears to offer a lot of capability relative to many larger platforms, particularly for growing businesses looking to scale without significant software costs. Cons The biggest challenge is that the platform can sometimes feel like it's trying to do a lot of things at once. While the interface is generally good, certain areas can feel a little inconsistent, and some workflows aren't always as intuitive as they could be. You occasionally find yourself clicking through multiple screens to complete relatively simple tasks. Because of the number of features available, there can also be a learning curve for new users, particularly if they're not familiar with CRM or business management systems. I've experienced a few minor bugs and quirks over time, but nothing significant enough to impact day-to-day use. Customer support isn't something I've had much direct involvement with, so I can't comment too heavily there. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Tried different solutions and ended up with the one that best fit - Hubspot. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CL Charlotte L. Marketplace Specialist Retail ### "Benutzerfreundliches CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 22, 2026 Pros Ich arbeite nicht nur mit dem CRM, es ist natürlich das Herz des ganzen Systems. ZOHO ist das Schweizer Taschenmesser für Unternehmen. Die Handhabung ist angenehm der Support hilft in allen Belangen. Es ist viel aber wenn man sich mal auskennt ist es die leadmachine schlechthin. Voralpen zu dem Preis! Cons Eigentlich gibt es wenig was mir nicht gefällt, außer dass es designtechnisch an manchen Stellen schon sehr starr ist. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JJ John J. CEO Information Technology and Services ### "An affordable Saas CRM for your sales pipeline" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 July 19, 2026 Zoho CRM is an inexepensive CRM system that does the job well for certain things, and we use it for our sales pipeline tracking; it's good for lead tracking. Pros After using it for a few years now, Zoho is a good, simple, internet based CRM that does the job well for our sales-pipeline tracking. Cons I am not loving that it is still a SAAS system, where you pay monthly, basically renting the software in perpetuity. We will be scaling back on it as we build our own in-house version for the sales-pipeline. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LR Luke R. Owner Machinery ### "Budget-friendly CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 9, 2026 Pros I really believe this is an excellent CRM choice for companies that need to work within a limited budget. The great part is that even though it's cost-effective, it doesn't feel low-quality at all. Cons Well the email editor is a bit limited when it comes to pre-made templates, even though the ability to schedule emails works well. The reporting feature also needs some work. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Akhtar S. Senior HR Executive Information Technology and Services ### "A Feature-Rich CRM Powerhouse: Exceptional Value If You Brave the Learning Curve" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 July 2, 2026 Overall experience has been very good from transitioning from a traditional software to all-in-one tool. Pros Lead & Pipeline Management, Blueprint (Process Enforcement), Zia (Advanced AI Assistant) and easy UI Cons The interface is robust, but it can occasionally feel overwhelming or cluttered for clean-slate beginners compared to lightweight pipeline tools. Switched from [PeopleStrong](https://www.capterra.com/p/153273/PeopleStrong-Alt/) Because it was old and we wanted all in one Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. YN Yasmine N. Customer Services Manager Information Technology and Services ### "My review for Zoho CRM." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 1, 2026 The software has a very user-friendly design. It has fully automated marketing and enhanced social engagement in our organisation. Use of the product has also enabled us to accurately forecast sales and visualise our sales pipelines. Pros Zohon CRM is cheap and a straightforward customer relationship management software. The product streamlines both contact management and workflow management. Through use of the software we are able to record and monitor our calls and manage contracts. The product integrates well with email platforms and enables us to easily send mass emails to our customers. Cons We have not had operational issues with Zoho CRM. Customer support services providers of the product have been very responsive. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Cristin H. Office manager Automotive ### "A powerful CRM futures with unbeatable value for money" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 June 29, 2026 My overall experience has been highly positive. It's a robust, budget-friendly CRM that perfectly streamlines lead tracking and sales automation. Despite a slight learning curve in slower support response, it remains an excellent tool for growing businesses Pros The best part about Zoho CRM is it's incredible value for money and customization options. It offers powerful pipeline management and automated workflow at a fraction of the cost of its major competitors. The platform makes tracking sales leads simple and highly effective Cons What I like least about the initial learning curve can be steep because the interface has so many deep minis. Additionally, The standard customer support can sometimes be slow to resolve complex technical setup issues Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LG Laura G. Owner Recreational Facilities and Services ### "Wish I never switched to Zoho Books" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 29, 2026 Very poor. On a quarterly basis the bank links do not work. I spend hours trying to fix my bank uploads and figuring out when their service broke down. The only response I get from them is "thanks for your patience - it's not Zoho that is broken - it's the 3rd party company we hire for bank feeds" Pros I originally switched from Quickbooks to Zoho because it was more user friendly. However the customer service has outweighed the ease of use Cons Their 3rd party banking link supplier is atrocious. It breaks down once a quarter for at least 2 weeks. The solution is to always manually upload my bank statements. What's the point of having an accounting software if I'm doing all the work. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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