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

"I’ve been playing with the new features and I have to say, it's really awesome to have them. It puts Zoho CRM at a higher level." - Robin Herzog

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

How can Zoho CRM optimize your Engagement Management Workflow?

What makes Zoho CRM ideal for Contact List Management?

What makes Zoho CRM ideal for Communication Management?

How does Zoho CRM address your Lead Management Challenges?

How does Zoho CRM address your Workflow Management Challenges?

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
Zoho CRM testimonial

Robin Herzog

Growth Marketer

Swapcard

I’ve been playing with the new features and I have to say, it's really awesome to have them. It puts Zoho CRM at a higher level. Testimonial By Robin Herzog
Zoho CRM testimonial

Matt King

Sales Director

BookingLive

Leads for BookingLive come from many different sources. Zoho CRM helps us easily filter leads and look up contacts on a daily basis. Without Zoho, we wouldn't be able to keep track of customers interested in BookingLive. Testimonial By Matt King
Zoho CRM testimonial

Ravi Santlani

CEO

ScooNews

This will be a major factor in considering zohocrm for many companies including ours. Buy brands & services who contributes towards the national calamities. New Parameters! Testimonial By Ravi Santlani
CUSTOMERS TESTIMONIALS
Zoho CRM testimonial

Robin Herzog

Growth Marketer

Swapcard

I’ve been playing with the new features and I have to say, it's really awesome to have them. It puts Zoho CRM at a higher level. Testimonial By Robin Herzog
Zoho CRM testimonial

Matt King

Sales Director

BookingLive

Leads for BookingLive come from many different sources. Zoho CRM helps us easily filter leads and look up contacts on a daily basis. Without Zoho, we wouldn't be able to keep track of customers interested in BookingLive. Testimonial By Matt King
Zoho CRM testimonial

Ravi Santlani

CEO

ScooNews

This will be a major factor in considering zohocrm for many companies including ours. Buy brands & services who contributes towards the national calamities. New Parameters! Testimonial By Ravi Santlani
 

NIC brings Government of India offices to the cloud using Zoho Workplace: Customer Story

Zoho has been selected by the National Informatics Center (NIC) to migrate the Government of India's email and office suite services to a secure cloud environment. This involves deploying a custom ve...rsion of Zoho Workplace, enhancing security and collaboration for government departments. The migration, which began in 2023, has already transitioned over 11 lakh accounts, with plans to continue expanding across ministries.

Read more →
 

CRM Masters Powers Digital Transformation by Delivering 2000+ Zoho ...

CRM Masters has successfully delivered over 2,000 Zoho projects globally, aiding digital transformation for businesses in the USA, UK, UAE, and India. As a Zoho Premium Partner, they provide tailored... solutions using Zoho's suite of applications, enhancing operational efficiency and customer engagement across various industries, including manufacturing and healthcare.

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Joyalukkas Joins Forces with Zoho for Global Digital Transformation

Joyalukkas partners with Zoho to implement Zoho's Customer Experience Platform across 175 showrooms globally, enhancing customer engagement and operational efficiency. The platform will unify sales a...nd centralize customer data, initially rolled out in India and expanding to 10 international markets. Zoho's scalable technology supports Joyalukkas' shift to proactive, insight-driven customer interactions.

Read more →

Funding Strategies - Financial Services

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.

Read more →

Agappe Diagnostics - Medical Devices

Zoho CRM helped Agappe Diagnostics manage sales and service in one system. Before, Agappe used many tools and had no single view of customers. Zoho CRM gave field agents a mobile app with all custome...r info. The company now has better reporting and a 360-degree customer view. Agappe saw an 80% increase in productivity and higher operational efficiency.

Read more →

ActionCOACH UK - Consulting

Zoho Backstage helped ActionCOACH UK run their flagship BizX event. Before, they used many tools and had trouble managing data and event tasks. With Zoho Backstage, they built a branded event website..., managed ticket sales, and used QR codes for fast check-in. The mobile app let attendees follow the agenda, network, and join sessions online. Sponsors used lead capture tools and got more value. ActionCOACH UK found the platform easy to use and cost-effective.

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.
lightning

Peers used Zoho CRM for engagement management and contact list management

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)

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

Intelligent agreement management with Zoho Sign's AI features

Zoho Sign has integrated with OpenAI's ChatGPT to enhance contract management. This AI-powered assistant helps users identify obligations, spot missing clauses, and detect potential risks in agreements. It also extracts metadata, provides document queries, and simplifies legal jargon, making contract handling more efficient and secure.

Product

Introducing learning paths in Zoho Learn

Zoho has introduced "learning paths" in Zoho Learn, enhancing its LMS with structured training programs. This feature allows users to create curated course sequences for goals like onboarding and compliance training. It supports unlimited courses per path, mandatory course settings, and automated reminders, fostering efficient and goal-driven learning.

Product

Zoho Launches Vani, a Visual Collaboration Platform for Teams

Zoho has launched Vani, a visual collaboration platform designed for small businesses to streamline project management, brainstorming, and communication. Vani offers an "infinite canvas" for seamless collaboration, integrating AI features and video meetings. It supports various business needs with templates and kits, and is priced affordably with a free plan and a $5 per user Team plan.

Product

Simplify salary disbursals in Zoho Payroll with Payouts by Zoho Payments

Zoho Payments introduces Payouts, a feature enabling direct salary disbursements from Zoho Payroll without external banking portals. This integration simplifies payroll processes, enhances security with OTPs, and offers real-time tracking and reporting. Users can request early access to streamline salary payments efficiently.

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