Zoho CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Zoho CRM
Brand: Zoho CRM
Rating: 4.15 (23063 reviews)

4.15 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(23063)

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

AI Powered

Zoho CRM Overview

Zoho CRM is an online software that manages sales, marketing, and support in one platform. Trusted by over 100 million users worldwide, a free trial is available.

Use Cases

Customers recommend Engagement Management, Contact List Management, Communication Management, as the business use cases that they have been most satisfied with while using Zoho CRM.

Other use cases:

Lead Management
Workflow Management
Lead Tracking
Sales Document Management
Helpdesk Management
Social Media Management
Collaboration

See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Zoho CRM.

Other priorities:

Increase Sales & Revenue
Improve ROI
Improve Internal Communications
Grow Market Share
Scale Best Practices
Enter New Markets Internationally Or Locally
Improve Efficiency
Launch New Products
Improve Stakeholder Relations
Improve Digital And Social Presence
Improve Consistency
Build Brand Awareness
Improve Brand Engagement
Shorten Ramp Up Time
Improve Visibility
Establish Thought Leadership
Increase Customer Life Time Value

See all business priorities See less business priorities

Zoho CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Zoho CRM works with different mediums / channels such as E-Mail. and Phone Calls.

Zoho CRM's features include Dashboard, Personalization, Recording, etc. and Zoho CRM support capabilities include AI Powered, Phone Support, Email Support, etc. also Zoho CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"If you're having a hard time with the integration of your CRM system, then the CRM system is not good. Seamless integration is the another best feature of Zoho. This CRM offers plenty of integration, from Office Suite, Telephony, Messaging, Events a...nd meetings, Finance, Quote Management, Marketing Automation, Social Media, and many more." - Remar B

Zoho CRM, Less Annoying CRM, Teamgate CRM, ClickUp, Pipeliner CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Zoho CRM

Top Industries

Computer Software
Information Technology and Services
Marketing and Advertising

Popular in

Small Business
Mid Market
Enterprise

Zoho CRM is popular in Computer Software, Information Technology And Services, and Marketing And Advertising and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Zoho CRM Use Cases

How can Zoho CRM enhance your Engagement Management process?

Zoho CRM enables users to manage interactions with clients and potential clients across various channels, including email, social media, and website visits. It facilitates tracking email engagement, setting reminders, and scheduling follow-up activities. However, the support system has limitations in terms of follow-up and engagement with users. The platform's effectiveness for non-technological users requires further development.

"...I am able to recall tasks and events, know when I need to make a follow up, and store information...." Peer review by Nick K, Sales Representative

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How does Zoho CRM facilitate Contact List Management?

Zoho CRM facilitates contact list management through features that enable contact input, generation, and organization. It allows users to mass email contacts and manage sales funnels. Users can leverage integrations with social media platforms like Twitter, Facebook, and Google+, as well as Google and QuickBooks, for enhanced contact management and marketing efforts. The platform is limited in its ability to provide a simple list view of contacts for making changes, which can hinder efficiency.

"...Zoho CRM allows us to manage our contacts and automate our email marketing and lead generation tasks...." Peer review by Vincent Sugars

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How does Zoho CRM facilitate Communication Management?

Zoho CRM offers communication management capabilities including email marketing, campaign management, and automated workflows. It enables users to create and send emails, track their performance, and manage subscriptions. While it provides basic features, it lacks robust tracking and monitoring functionalities for leads, and lacks features for managing online communities or business expenses.

"...I receive emails in almost no time, no delay between sending or receiving messages to my customers...." Peer review by Fabricio v, Fabricio Von

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What Are the key features of Zoho CRM for Lead Management?

Zoho CRM provides comprehensive lead management capabilities, including lead tracking, organization, and analytics. It offers seamless integration with other tools, such as live chat, phone, and social media, streamlining lead generation and management. However, Zoho CRM may be limited for organizations requiring lead transfers to external entities.

"...Overall it has helped me manage my leads in a very organized manner and gives detailed insights...." Peer review by Mohamed Y., Business Development - South, Computer Software

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What benefits does Zoho CRM offer for Workflow Management?

Zoho CRM provides a robust platform for workflow management, allowing users to customize and automate processes, create templates, and track progress. This includes managing contacts, campaigns, and generating reports. Zoho CRM is well-suited for companies with simple sales cycles, but it lacks flexibility for complex workflows with dynamic form layouts or multiple forms.

"...Easy to use once you understand the logic - Blueprint system which let's you determine your sale's workflows - Easy email marketing implementation. ...." Peer review by Yander D., IT Manager, Information Technology and Services

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88+ more Business Use Cases

52 buyers and buying teams have used Cuspera to assess how well Zoho CRM solved their CRM needs. Cuspera uses 23063 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Remar B Search Engine Marketing Manager Acquire BPO	If you're having a hard time with the integration of your CRM system, then the CRM system is not good. Seamless integration is the another best feature of Zoho. This CRM offers plenty of integration, from Office Suite, Telephony, Messaging, Events and meetings, Finance, Quote Management, Marketing ...Automation, Social Media, and many more. Testimonial By Remar B
Ian Melchior VP of Technology EcoMark Solar	With Zoho CRM, we can now identify metrics telling us information about the health of a certain department, the quality of our leads, and employee performance. We can also identify trends which help us with forecasting. Testimonial By Ian Melchior
Ismail Egilmez Customer Success Executive OpsGenie	Zoho CRM is used in our sales department. We use it to reach out to those who visit our website. It's helpful to see where the visitor is from and it's nice to be able to send them messages. By using Zoho we are now able to get in touch with website visitors and create potential business for inboun...d. Testimonial By Ismail Egilmez

CUSTOMERS	TESTIMONIALS
Remar B Search Engine Marketing Manager Acquire BPO	If you're having a hard time with the integration of your CRM system, then the CRM system is not good. Seamless integration is the another best feature of Zoho. This CRM offers plenty of integration, from Office Suite, Telephony, Messaging, Events and meetings, Finance, Quote Management, Marketing ...Automation, Social Media, and many more. Testimonial By Remar B
Ian Melchior VP of Technology EcoMark Solar	With Zoho CRM, we can now identify metrics telling us information about the health of a certain department, the quality of our leads, and employee performance. We can also identify trends which help us with forecasting. Testimonial By Ian Melchior
Ismail Egilmez Customer Success Executive OpsGenie	Zoho CRM is used in our sales department. We use it to reach out to those who visit our website. It's helpful to see where the visitor is from and it's nice to be able to send them messages. By using Zoho we are now able to get in touch with website visitors and create potential business for inboun...d. Testimonial By Ismail Egilmez

Case Studies

Construction

CASE STUDY My Wall Panel

My Wall Panel increased sales despite the pandemic by using Zoho Commerce, expanding its reach across India.

Financial Services

CASE STUDY Funding Strategies

Funding Strategies, a financial services firm, replaced spreadsheets and multiple systems with Zoho One. They customized Zoho One to integrate CRM and email marketing, improving lead management and c...lient communication. The team can now manage 20 matters at a time and provide clients with access to analytics. This has enhanced efficiency and client service.

Education

CASE STUDY SRM University

SRM University used Zoho Creator to go paperless, improving process efficiency for over 38,000 students and 2,600 faculty.

Entertainment

CASE STUDY RiFF Studio

RiFF Studio improved team collaboration and project management using Zoho Workplace, leading to streamlined communication and efficiency.

Manufacturing

CASE STUDY Yorkshire Packaging Systems

Yorkshire Packaging Systems reduced report preparation time and easily generates sales and activity reports using Zoho CRM.

Hospitality

CASE STUDY Minor Hotels

Minor Hotels centralized sales data and improved team collaboration with Zoho One, enhancing management's strategic decision-making.

Frequently Asked Questions(FAQ)

for Zoho CRM

What is Zoho CRM?

Zoho CRM is a relationship management tool designed for the sales and marketing professionals to help them garner more leads, interact & engage with consumers, and boost both sales and revenue.

The tool can be leveraged to automate workflow and eliminate redundancies through its sales force automation feature which includes Lead Management, Deal Management, Contact Management and Workflow Automation. Apart from this platform also offers process management, omnichannel communication, analytical reports and capabilities, sales enablement, team collaboration, performance management and predictive sales & intelligence.

Zoho CRM offers integration with third party tools like Google Ad, DocuSign, MailChimp, LinkedIn Sales Navigator, etc. Using these integrations, it allows comparison of campaigns against sales helping to monitor spending and identifies campaign success.

What is Zoho CRM used for?

Zoho CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engagement Management, Contact List Management and Communication Management .

What are the top features of Zoho CRM?

Dashboard, Personalization and Recording are some of the top features of Zoho CRM.

Who uses Zoho CRM?

Zoho CRM is used by Computer Software, Information Technology And Services and Marketing And Advertising among other industries.

What are Zoho CRM alternatives?

Less Annoying CRM, Teamgate CRM, ClickUp and Pipeliner CRM are popular alternatives for Zoho CRM.

Where is Zoho CRM located?

Zoho CRM is headquartered at 4141 Hacienda Drive, Pleasanton, California 94588, USA.

Peers used Zoho CRM for engagement management and contact list management

Zoho CRM Competitors

More Zoho CRM Alternatives...

Zoho CRM Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	4.65/5 ★ Read Reviews (111)
Analytics	4.53/5 ★ Read Reviews (618)
Custom Reports	3.85/5 ★ Read Reviews (2773)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	4.65/5 ★ Read Reviews (111)
Analytics	4.53/5 ★ Read Reviews (618)
Custom Reports	3.85/5 ★ Read Reviews (2773)

Zoho CRM Integrations

Zoho CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.05/5 ★

Read Reviews (1399)

Data Import

3.87/5 ★

Read Reviews (2812)

Few API Integrations for Zoho CRM

Emercury

4.55 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Recurly

4.49 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Docparser

4.68 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Hushly

4.49 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Salesloft

4.39 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

for Zoho CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Zoho CRM

Zoho Corporation Pvt. Ltd News

Product 02/06/2025

Powerful OCR, PDF automation and more updates from Zoho RPA

Zoho has released major updates to Zoho RPA, now integrated into the Zoho One suite. The enhancements include advanced OCR for extracting data from scanned documents and robust PDF automation, enabling businesses to automate workflows across Zoho CRM, Books, Mail, and WorkDrive. The update supports Windows, macOS, and Linux, offering a unified platform for managing and scaling automation bots.

Product 13/05/2025

Zoho CRM for Everyone - No More Missed Customers

Zoho has launched "Zoho CRM for Everyone," a major update to its CRM platform. This initiative enables all teams involved in the customer journeysuch as legal, consulting, advocacy, and onboardingto collaborate within the CRM. The update aims to eliminate missed customer opportunities by unifying workflows and reducing reliance on separate tools.

Partnership 13/05/2025

Zoho partners with GUST to equip Kuwaiti students with in-demand digital skills

Zoho has partnered with Gulf University for Science and Technology (GUST) to provide Kuwaiti students with training in digital skills. The collaboration aims to enhance employability by offering hands-on experience with Zohos business software and cloud solutions.

Product 11/05/2025

Zoho Voice unveils Bring Your Own Carrier (BYOC): Keep your number, amplify your reach!

Zoho Voice has launched the Bring Your Own Carrier (BYOC) feature, allowing businesses to use their preferred local carriers and existing phone numbers with Zoho's cloud-based contact center platform. This update gives organizations greater flexibility, cost savings, and improved regional coverage while leveraging advanced telephony features.

Zoho Corporation Pvt. Ltd Profile

Company Name

Zoho Corporation Pvt. Ltd

Company Website

https://www.zoho.com/

Year Founded

1996

HQ Location

4141 Hacienda Drive, Pleasanton, California 94588, USA

Employees

1001-5000

Social

Financials

PRIVATE

Zoho CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

Failure Risk for Zoho CRM ?

Zoho CRM Overview

Use Cases

Business Priorities

Zoho CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Zoho CRM Use Cases

How can Zoho CRM enhance your Engagement Management process?

How does Zoho CRM facilitate Contact List Management?

How does Zoho CRM facilitate Communication Management?

What Are the key features of Zoho CRM for Lead Management?

What benefits does Zoho CRM offer for Workflow Management?

88+ more Business Use Cases

Customer Testimonials

Case Studies

CASE STUDY My Wall Panel

CASE STUDY Funding Strategies

CASE STUDY SRM University

CASE STUDY RiFF Studio

CASE STUDY Yorkshire Packaging Systems

CASE STUDY Minor Hotels

Frequently Asked Questions(FAQ)

What is Zoho CRM?

What is Zoho CRM used for?

What are the top features of Zoho CRM?

Who uses Zoho CRM?

What are Zoho CRM alternatives?

Where is Zoho CRM located?

Peers used Zoho CRM for engagement management and contact list management

Zoho CRM Competitors

Zoho CRM Features

Zoho CRM Integrations

HubSpot

Brevo

Leadpages

PandaDoc

WooCommerce

Emercury

Recurly

Docparser

Hushly

Salesloft

Software Failure Risk Guidance

Zoho Corporation Pvt. Ltd News

Powerful OCR, PDF automation and more updates from Zoho RPA

Zoho CRM for Everyone - No More Missed Customers

Zoho partners with GUST to equip Kuwaiti students with in-demand digital skills

Zoho Voice unveils Bring Your Own Carrier (BYOC): Keep your number, amplify your reach!

Zoho Corporation Pvt. Ltd Profile

Get a personalised risk report for Zoho CRM

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