Zoho CRM: Use-Cases, Insights and Reviews | 2026 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

"We now have the capacity to do what we’re supposed to do. We’ve been able to run great campaigns, just like the big charities, through the CRM at very little cost. The first time we shared a blog post on Facebook, we received twelve new enquiries! T...he CRM has become the extra person we couldn’t afford to hire and taken away our anxiety." - Joanne Baker

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.

Zoho CRM Customer wins, Customer success stories, Case studies

What benefits does Zoho CRM offer 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.

"...It allows us to monitor the actions of the site visitors and engage to them based on their needs...." Peer review by Tolga Özgentürk, Commercial Sales Account Executive, OpsGenie

Read Reviews

What solutions does Zoho CRM provide for 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 was extremely user friendly when it came to importing contacts and customers from Quickbooks...." Peer review by Verified User, Representative in Sales, Wholesale

Read Reviews

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 could easily send bulk emails or info messages to my customers with the help of Zoho CRM...." Peer review by Oral Tosun, Business Owner, MiniFabrikam

Read Reviews

How does Zoho CRM address your Lead Management Challenges?

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.

"...For the most part, I only use Zoho for its leads management page...." Peer review by Jacob G, Real Estate Agent

Read Reviews

How can Zoho CRM enhance your Workflow Management process?

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.

"...The more complicated things like setting up work flow processes, are not user friendly and don't have good enough manuals...." Peer review by Megan McBride, Sports

Read Reviews

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.

CUSTOMERS	TESTIMONIALS
Joanne Baker Managing Director Righteous Pups Australia	We now have the capacity to do what we’re supposed to do. We’ve been able to run great campaigns, just like the big charities, through the CRM at very little cost. The first time we shared a blog post on Facebook, we received twelve new enquiries! The CRM has become the extra person we couldn’t aff...ord to hire and taken away our anxiety. Testimonial By Joanne Baker
Forest Smith Director of Information Technology MARCOA	Zoho has played an important role in standardizing our program. We now have more than 15,000 sellers using our services. Testimonial By Forest Smith
Peter Worn Head of Strategic Relations Enzumo	We run all our sales meetings via Zoom using the Pipeline Kanban as our key discussion agenda. All new leads have been automatically farmed out to the relevant salesperson via our slack integration. We have also now placed the sales dashboards on the executive teams home screen so we don’t need to ...have a our regular sales discussions. These initiatives have reduced the number of meetings we are now required to have due to the pandemic. Testimonial By Peter Worn

CUSTOMERS	TESTIMONIALS
Joanne Baker Managing Director Righteous Pups Australia	We now have the capacity to do what we’re supposed to do. We’ve been able to run great campaigns, just like the big charities, through the CRM at very little cost. The first time we shared a blog post on Facebook, we received twelve new enquiries! The CRM has become the extra person we couldn’t aff...ord to hire and taken away our anxiety. Testimonial By Joanne Baker
Forest Smith Director of Information Technology MARCOA	Zoho has played an important role in standardizing our program. We now have more than 15,000 sellers using our services. Testimonial By Forest Smith
Peter Worn Head of Strategic Relations Enzumo	We run all our sales meetings via Zoom using the Pipeline Kanban as our key discussion agenda. All new leads have been automatically farmed out to the relevant salesperson via our slack integration. We have also now placed the sales dashboards on the executive teams home screen so we don’t need to ...have a our regular sales discussions. These initiatives have reduced the number of meetings we are now required to have due to the pandemic. Testimonial By Peter Worn

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 .