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

"Zoho CRM is used across our entire organization, with our sales department using the software most frequently. Zoho CRM acts a database for all of our leads, contacts, and clients. We use the software to ensure that our sales staff, engineers, and c...onsultants all have visibility on where clients are in the sales process and the what the latest communication with current and prospective clients has been. We also use it to track our sales pipeline. Zoho CRM is a great CRM for organizations of all sizes. It's best used as a tool to organize and communicate with clients and prospective clients. Our sales staff uses it on a daily basis to continuously keep notes on their communication with clients during the sales process." - Adam Montgomery

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

Why is Zoho CRM the best choice for Engagement Management?

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.

"...Benefits of call notes being entered, visibility into sales rep activity and customer interactions...." Peer review by Sarah S, Customer Relationship Management Manager, Pharmaceuticals

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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.

"...It contains all the must-have features that most CRMs use l like uploading leads, contacts, creating and sending emails, templates, tasks, etc...." Peer review by Tony Bredin

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What benefits does Zoho CRM offer for 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.

"...Excellent CRM software absolutely makes sending out mass emails very simple. ...." Peer review by Joe T., CEO, Automotive

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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.

"...Sales Reports, Commissions, Account Management, Lead Management, Email Campaigns, Contacts, order processing, and more...." Peer review by Grant E., Head of Sales, Human Resources

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What solutions does Zoho CRM provide 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.

"...I have been able to use Zoho's dashboards to create my own workflow of managing clients based on their location in the process(leasing, buying, prospect) and this has been a great prioritization and management software for me...." Peer review by Hope B, Real Estate Agent

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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
Adam Montgomery Energy Efficiency Consultant SEMCO	Zoho CRM is used across our entire organization, with our sales department using the software most frequently. Zoho CRM acts a database for all of our leads, contacts, and clients. We use the software to ensure that our sales staff, engineers, and consultants all have visibility on where clients ar...e in the sales process and the what the latest communication with current and prospective clients has been. We also use it to track our sales pipeline. Zoho CRM is a great CRM for organizations of all sizes. It's best used as a tool to organize and communicate with clients and prospective clients. Our sales staff uses it on a daily basis to continuously keep notes on their communication with clients during the sales process. Testimonial By Adam Montgomery
Brent Faas Business Partner Advanced Nano Emulsions	Zoho CRM is a very comprehensive suite of software products that you can integrate to help you handle all the operations of your company. And the support is excellent. The response time when I call in is excellent. Very impressed. I have used other CRM packages and never have I been so satisfied wi...th a solution. Testimonial By Brent Faas
Sam Daynes CEO Ardento	So many exciting functionality in the zohocrm 2020 feature edition. Testimonial By Sam Daynes

CUSTOMERS	TESTIMONIALS
Adam Montgomery Energy Efficiency Consultant SEMCO	Zoho CRM is used across our entire organization, with our sales department using the software most frequently. Zoho CRM acts a database for all of our leads, contacts, and clients. We use the software to ensure that our sales staff, engineers, and consultants all have visibility on where clients ar...e in the sales process and the what the latest communication with current and prospective clients has been. We also use it to track our sales pipeline. Zoho CRM is a great CRM for organizations of all sizes. It's best used as a tool to organize and communicate with clients and prospective clients. Our sales staff uses it on a daily basis to continuously keep notes on their communication with clients during the sales process. Testimonial By Adam Montgomery
Brent Faas Business Partner Advanced Nano Emulsions	Zoho CRM is a very comprehensive suite of software products that you can integrate to help you handle all the operations of your company. And the support is excellent. The response time when I call in is excellent. Very impressed. I have used other CRM packages and never have I been so satisfied wi...th a solution. Testimonial By Brent Faas
Sam Daynes CEO Ardento	So many exciting functionality in the zohocrm 2020 feature edition. Testimonial By Sam Daynes

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Lead Exchange	NA	Case Study Lead Exchange The Lead Exchange Finds Reliability and Ease-of-Use Switching to Zoho CRM Read More
The Glorious Company	NA	Case Study The Glorious Company Canada-based content marketing company improves lead conversion and sales tracking with Zoho CRM Read More
Amiad	NA	Case Study Amiad Global water company sees sales expand and increase after switching to Zoho CRM Read More

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

Docparser

4.68 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Egnyte

4.37 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Google Calendar

4.64 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Seismic

4.53 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

OneDesk

4.06 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

Zoho Corporation launches Zia Agents , Agent Studio , and Agent Marketplace across MENA , revolutionising AI agents in enterprise solutions

Zoho Corporation has launched Zia Agents, Agent Studio, and Agent Marketplace in the MENA region, enhancing AI agents in enterprise solutions.

11/02/2025 - source

Zoho unleashes new AI Agents Gadget

Zoho Corporation has expanded its AI assistant, Zia, by introducing Zia Agents, Agent Studio, and Agent Marketplace, enabling enterprises to build and distribute intelligent digital agents across their organizations.

10/02/2025 - source

Zoho launches full Payroll solution for US market - - Enterprise Times

Zoho has introduced a complete Payroll solution for the US market.

15/12/2024 - source

Zoho Corporation Pvt. Ltd Feeds

Sridhar Vembu Steps Down As Zoho CEO To Become Company Chief Scientist | Economy News

Sridhar Vembu has stepped down as CEO of Zoho to become the company's Chief Scientist.

27/01/2025 - source

Zoho Sridhar Vembu steps down , Co - founder Shailesh Kumar Davey takes over as CEO

Zoho's Sridhar Vembu steps down as CEO, with Co-founder Shailesh Kumar Davey taking over the role.

26/01/2025 - source

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

Why is Zoho CRM the best choice for Engagement Management?

How does Zoho CRM facilitate Contact List Management?

What benefits does Zoho CRM offer for Communication Management?

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

What solutions does Zoho CRM provide for Workflow Management?

88+ more Business Use Cases

Customer Testimonials

Case Studies

Case Study Lead Exchange

Case Study The Glorious Company

Case Study Amiad

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

SignNow

Mailmunch

Calendly

Leadpages

WPForms

Docparser

Egnyte

Google Calendar

Seismic

OneDesk

Software Failure Risk Guidance

Zoho Corporation Pvt. Ltd News

Zoho Corporation launches Zia Agents , Agent Studio , and Agent Marketplace across MENA , revolutionising AI agents in enterprise solutions

Zoho unleashes new AI Agents Gadget

Zoho launches full Payroll solution for US market - - Enterprise Times

Zoho Corporation Pvt. Ltd Feeds

Sridhar Vembu Steps Down As Zoho CEO To Become Company Chief Scientist | Economy News

Zoho Sridhar Vembu steps down , Co - founder Shailesh Kumar Davey takes over as CEO

Zoho Corporation Pvt. Ltd Profile

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