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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Zoho CRM.
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 can accurately track the entirety of a customer's journey and manage our solar installation projects from start to finish." - Fred Greenhalgh
Peer review evidence (same sources as the product rating summary)
"...As I mentioned before the daily email list of clients to follow up on was a huge benefit...." Peer review by Verified Reviewer, Publishing
"...Zoho CRM has made it easier to see a customers history, contact information and to communicate...." Peer review by Katelyn R, Licensed Realtor, Hospital & Health Care
"...This product had good features that allowed you conveniences of setting up and tracking promotional emails and such. . ...." Peer review by Rhiannon T., Vice President, Construction
Zoho CRM, Less Annoying CRM, ClickUp, Freshsales, NetHunt 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?
How does Zoho CRM address your Contact List Management Challenges?
What solutions does Zoho CRM provide for Communication Management?
How can Zoho CRM optimize your Lead Management Workflow?
How does Zoho CRM facilitate Workflow Management?
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 |
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We can accurately track the entirety of a customer's journey and manage our solar installation projects from start to finish. Testimonial By Fred Greenhalgh |
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We have used Zoho to manage the sales and marketing process. It is used by both the sales and marketing teams to monitor and track sales leads and opportunities, and we have used Zoho Campaigns for email marketing. Because of its integration with the Zoho suite of business tools, Zoho can address m...ost all of the requirements of our sales and marketing teams. If you need a very basic CRM, there may be other options that are simpler to use or set up. But if you need a full-function CRM, and particularly if you use the interface with campaigns and email, it is an excellent choice. Zoho CRM is also one of the few CRMs that supports inventory (products), price books, quotations, sales orders, purchase orders and invoices. |
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Definitely, and zoho is in the background doing amazing things. I have helped up to 10 startup successfully onboard on zoho Testimonial By Tosin Olugbenga |
| CUSTOMERS | TESTIMONIALS |
|---|---|
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Fred Greenhalgh Digital Marketing Manager Revision Energy |
We can accurately track the entirety of a customer's journey and manage our solar installation projects from start to finish. Testimonial By Fred Greenhalgh |
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Ron Sherwood Senior Account Manager Novus Media Today Group, LLC |
We have used Zoho to manage the sales and marketing process. It is used by both the sales and marketing teams to monitor and track sales leads and opportunities, and we have used Zoho Campaigns for email marketing. Because of its integration with the Zoho suite of business tools, Zoho can address m...ost all of the requirements of our sales and marketing teams. If you need a very basic CRM, there may be other options that are simpler to use or set up. But if you need a full-function CRM, and particularly if you use the interface with campaigns and email, it is an excellent choice. Zoho CRM is also one of the few CRMs that supports inventory (products), price books, quotations, sales orders, purchase orders and invoices. |
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Tosin Olugbenga CTO Investa.Ng |
Definitely, and zoho is in the background doing amazing things. I have helped up to 10 startup successfully onboard on zoho Testimonial By Tosin Olugbenga |
Tata Consultancy Services (TCS) - IT Services - Very Large
TCS to Deploy Zoho’s ManageEngine ITOps in Sovereign Cloud Platform
Nigerian businesses - Various - Medium
Zoho brings AI to Nigeria’s tax and accounting challenge
Motilal Oswal Financial Services Ltd. - Financial Services - Large
Zoho Powers Enterprise Operations and Data Transformation at Motilal Oswal Financial Services
Frequently Asked Questions (FAQ)
What buyers ask before choosing 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?
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
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (111) |
| Analytics | Read Reviews (618) |
| Custom Reports | Read Reviews (2773) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (111) |
| Analytics | Read Reviews (618) |
| Custom Reports | Read Reviews (2773) |
Zoho CRM Integrations
Zoho CRM integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Zoho CRM
Software Failure Risk Guidance
?for Zoho CRM
Overall Risk Meter
Top Failure Risks for Zoho CRM
Zoho Corporation Pvt. Ltd News
UK tax compliance with Zoho Books
Zoho Books enhances its UK edition with comprehensive tax compliance capabilities, integrating directly with HMRC's APIs. It supports various tax filing requirements, including VAT, income tax, self-assessment, corporation tax, and CIS filings. The software offers features like digital recordkeeping, automated tracking, and accountant workflows, ensuring streamlined compliance for UK businesses. Zoho Books is accredited by ICB and ICAEW for its robust security and functionality.
App Spotlight: TDS 26AS Reconciliation for Zoho Books
Zoho has introduced the TDS 26AS Reconciliation extension for Zoho Books, automating the reconciliation of 26AS/Form 168 with company books. This integration allows businesses to flag mismatches, automate data syncing, and save over 40 hours per quarter on manual reconciliation, enhancing tax filing accuracy and efficiency.
Pro Tips: 5 ways to simplify 26AS/Form 168 reconciliation in Zoho Books
Zoho Books integrates with Cappitall Want Network for seamless 26AS/Form 168 reconciliation, enhancing tax compliance and reducing manual errors. This integration automates transaction matching, allowing finance teams to focus on exceptions, ensuring smooth ITR filing.
Avinashilingam Institute and Zoho Corporation Sign MoU - Afternoonnews
Zoho Corporation and Avinashilingam Institute signed an MoU to enhance academia-industry collaboration. The partnership aims to integrate academic learning with industry practices, offering students professional exposure and opportunities for knowledge exchange. This initiative will focus on learning, innovation, and capability building, strengthening the connection between academic and industry engagement.
Zoho Corporation Pvt. Ltd Profile
HQ Location
4141 Hacienda Drive, Pleasanton, California 94588, USA
Employees
1001-5000
Social
Financials
PRIVATE
