Zoho CRM

Zoho CRM is a comprehensive customer relationship management software built to satisfy the needs of companies of all sizes, from recently established groups to the largest multinational giants who are tasked to maintain relationships with customers from all over the world.

Top-rated Sales CRM Software by Customers - Get started with your free trial!

The industry's 1st no-code design studio - Canvas for Zoho CRM



Maximize the potential of your customer-facing teams with powerful automation, in-depth analytics, customized solutions, and other valuable features. Sign up and start using the enterprise CRM platform in no time - with the fastest implementation in the market.

Built and developed by the privately-owned Zoho Corporation from India, this 10 thousand employees strong company has managed to expand its presence worldwide with corporate headquarters in Chennai, Tamil Nadu, India, and Pleasanton, California.

Review

Originally known as AdventNet, Inc, it got renamed Zoho Corporation in 2009 after its popular online office suite that has managed to attract over 80 million users by January 2024.



Zoho CRM packs an incredible number of features that can make any customer relation procedure easy to access and infuse into the daily workflow. This includes deep customer access management (with any available channels such as telephone, live chat, email, and social media), live reports and notification of real-time customer interaction, a wide array of tools and services for measuring the effectiveness of customer communication, an incredible variety of automation tools that can optimize many customer-related daily and repetitive tasks, activate instant actions, and much more, generate insightful reports and even real-time insights, measure sales and performance for all parts of the business, and even track current trends and future predictions.

One of the most innovative elements of the Zoho CRM for Windows PC user interface dashboard that can be accessed from any modern internet-connected devices such as desktop and laptop PCs, tablets and smartphones, is not targeting the manual discovery of tools and services. It is a fully evolving conversational AI that can help employees and managers to enter conversational queries and receive a rich amount of information instantly from an AI-powered sales assistant called Zia.

• Scoring Rules
• Workflows
• Multiple Pipelines
• Mass Email
• Custom Dashboards
• SalesSignals
• Blueprint
• Web-to-Case Forms
• Validation Rules
• Inventory Management
• Zia AI
• CommandCenter
• Canvas
• Multi-user Portals
• Advanced Customization
• Mobile SDK & MDM

This smart assistant can even generate charts, provide deal predictions and provide intelligent alerts, reminders, and suggestions to maximize sales potential. The cloud-powered web dashboard and native mobile apps offer many more premium services for analytics, marketing automation, process management, journey orchestration, remote work, security, and much more.

Main Features

• Sales automation: It helps businesses automate their sales processes by providing tools for lead management, pipeline management, and sales forecasting.
• Marketing automation: It also provides tools for marketing automation, including email marketing, social media marketing, and website visitor tracking.
• Customer service: Zoho CRM allows businesses to manage their customer service operations by providing tools for ticketing, case management, and customer feedback.
• Analytics and reporting: It provides real-time analytics and reporting features that help businesses track their sales performance, marketing campaigns, and customer service operations.
• Integrations: The app integrates with a wide range of third-party applications, including marketing automation tools, accounting software, and customer service applications.
• Mobile apps: The CRM provides mobile apps for iOS and Android devices, which allow users to access their CRM data on the go.
• Collaboration: It provides collaboration features that allow team members to share data, collaborate on deals, and communicate with each other.
• Customization: It can be customized to meet the specific needs of businesses, including custom fields, workflows, and reports.
• Security: It provides robust security features, including data encryption, access controls, and regular security audits.

How to Use

Using Zoho CRM is relatively straightforward, and here are some steps you can follow:

• Set up your account: First, create an account with Zoho CRM and select the pricing plan that best suits your business needs. You can sign up for a free trial or subscribe to a paid plan directly on the website.
• Customize your CRM: Once you've set up your account, you can start customizing your CRM to suit your specific needs. This includes creating custom fields, workflows, and reports that are tailored to your business.
• Import your data: Next, import your customer data into the CRM using the built-in import tool. You can import data from spreadsheets or other CRM software.
• Manage your leads: Use Zoho CRM's lead management tools to track and manage leads, assign them to sales reps, and move them through the sales pipeline.
• Automate your sales processes: Use Zoho CRM's sales automation tools to automate your sales processes, including lead scoring, email templates, and sales forecasting.
• Engage with your customers: Use the CRM's marketing automation tools to engage with your customers through email campaigns, social media, and website visitor tracking.
• Manage customer support: Use Zoho CRM's customer service tools to manage customer support tickets, track cases, and gather feedback from customers.
• Analyze your data: Use Zoho CRM's analytics and reporting tools to analyze your sales performance, marketing campaigns, and customer service operations.
• Collaborate with your team: Use Zoho CRM's collaboration features to share data, collaborate on deals, and communicate with team members.
• Access your CRM on the go: Use Zoho CRM's mobile apps for iOS and Android to access your CRM data on the go, including leads, contacts, and sales pipelines.

Pricing

Zoho CRM is offered to businesses in four premium license tiers, ranging from the cheapest 14€ per month Standard trier all the way up to 52€ per month Ultimate tier. Exactly that most expensive tier is also accessible to all new users via a 15-day FREE trial license.

15-day Free trial
No credit card required.

Flexible contracts
No lock-in and price hikes.

Minimal learning curve
50% faster implementation.

Intuitive UX
Better adoption, easier training.

FAQ

Can I get a demo of Zoho CRM?
Answer: Yes, you can demonstrate Zoho CRM through a web-conference at your convenience. The demo is a one hour session. To schedule your personal session, please contact [email protected]

What is Zoho CRM?
Answer: Zoho CRM is a cloud-based customer relationship management software that helps businesses manage their sales, marketing, and customer service operations.

How much does Zoho CRM cost?
Answer: It offers various pricing plans, starting from 14€/user/month to 52€/user/month, depending on the features and number of users required.

What types of businesses can benefit from Zoho CRM?
Answer: The app is suitable for businesses of all sizes and industries, from small startups to large enterprises.

What integrations does Zoho CRM support?
Answer: It supports integrations with a wide range of third-party applications, including marketing automation tools, accounting software, and customer service applications.

Is Zoho CRM easy to use?
Answer: Yes, Zoho CRM for PC is designed to be user-friendly and easy to use, with a simple interface and intuitive navigation.

Can I access Zoho CRM on mobile devices?
Answer: Yes, It provides mobile apps for iOS and Android devices, which allow users to access their CRM data on the go.

How secure is Zoho CRM?
Answer: It provides robust security features, including data encryption, access controls, and regular security audits, to ensure that user data is protected.

What support options are available for Zoho CRM users?
Answer: Zoho CRM provides various support options, including email support, phone support, and a knowledge base with articles and tutorials.

Can Zoho CRM be customized to meet specific business needs?
Answer: Yes, It can be customized with custom fields, workflows, and reports to meet the specific needs of businesses.

How can I get started with Zoho CRM?
Answer: To get started with Zoho CRM, businesses can sign up for a free trial or purchase a subscription plan directly from the Zoho CRM website.

System Requirements

• Web Browser: Zoho CRM is a web-based application and can be accessed using any modern web browser, including Google Chrome, Mozilla Firefox, Opera, Safari, and Microsoft Edge.
• Operating System: Zoho CRM is compatible with all major operating systems, including Windows 11, 10, 8 and 7.
• Mobile Device: It provides mobile apps for both iOS and Android devices. The minimum requirement for iOS is version 12.0 or later, and for Android, it is version 5.0 or later.
• Internet Connection: A stable and reliable internet connection is necessary to access and use Zoho CRM. The recommended speed is at least 1 Mbps for optimal performance.
• Hardware: It does not require any specific hardware configuration. However, it is recommended to use a computer or mobile device with at least 4 GB of RAM and a modern processor for optimal performance.

PROS

• Affordable pricing: It offers a variety of pricing plans to suit different business needs and budgets, making it an affordable choice for small and large businesses alike.
• User-friendly interface: It has a clean and intuitive interface that makes it easy for users to navigate and find the features they need.
• Customization options: It allows for extensive customization with custom fields, workflows, and reports, enabling businesses to tailor the software to their specific needs.
• Integration capabilities: Zoho CRM integrates with a wide range of third-party applications, including popular tools like Google Workspace, Mailchimp, and QuickBooks, making it easy to centralize data and streamline workflows.
• Mobile accessibility: It offers mobile apps for iOS and Android, allowing users to access their CRM data on the go.

CONS

• Steep learning curve: Some users may find Zoho CRM complex and challenging to learn, especially if they have limited experience with CRM software.
• Feature overload: It offers a vast array of features, which can be overwhelming for some users and may make it challenging to find and use specific functions.

Conclusion

Overall, Zoho CRM is a powerful and affordable customer relationship management software that can benefit businesses of all sizes and industries. With its user-friendly interface, customization options, integration capabilities, and mobile accessibility, Zoho CRM is a reliable tool for managing sales, marketing, and customer service operations.

However, some users may find the software overwhelming due to its extensive features, and customer support can be limited at times. Nevertheless, the webapp is an excellent choice for businesses that are looking for an affordable and feature-rich CRM solution. All recommendations from the FileHorse review team for this great and useful CRM product.

Note: 15 days trial version.