Zoho CRM Review For 2025
Zoho CRM Plans & Pricing
Zoho Comparison
Expert Review
Pros
Cons
Zoho CRM's Offerings
Zoho has a free version that offers basic functionalities that small businesses can leverage for their operations. It offers contact management, lead generation, social collaboration, and workflow automation features that allow new businesses to manage their data effectively. It provides a free trial across all its premium plans, allowing users a wholesome experience using the tool.
Zoho doesn’t require credit card details during this period, so you can try out all its amazing features without worrying about losing money. With the 30 day free trial, you can automate your lifecycle, enhance customer acquisition, and manage global CX operations. After 30 days, you can upgrade to a paid plan at a decent rate billed per user if Zoho wins you over.
Although the pricing seems affordable initially, it becomes more expensive when other team members subscribe to the plan.
Customer Support
Zoho provides numerous customer support options and resources to ensure customers are properly guided as they navigate the platform. This company stands out by offering a guided tour of the CRM tool that lasts for 5 minutes. It provides audio, video, and written content that suits the preferences of different customers as they can improve their business and understand the platform conveniently. You can also access ebooks and tips to help you improve your business and generate revenue.
Live Chat
Although I had trouble using the live chat feature after logging in, it was still worth the wait. I connected with a human agent in less than a minute when I reached out. The agent was conversational while showing genuine interest in my well-being before helping me solve my problems. Instead of referring me to external resources like most companies, the agent provided the solution on the spot while helping me save time. Zoho has agents eager to help customers and possesses great knowledge about the software. I also got the chat transcript in my email in a few minutes.
Email Support
After opening a ticket, I got a response from the Zoho team within 2 hours with explicit details that addressed my challenges directly. I first got a breakdown of all the necessary steps I had to take at a glance before being referred to other resources to make my work easier.
Phone Support
Zoho offers a phone support function that covers 24 countries with local numbers you can call to receive the guidance you require. Most of the numbers are toll-free, except if the phone provider in your country decides to charge for it. Although you will have to incur extra costs to access the phone support system, it is worth it because it offers prompt responses to your challenges. If you want the team to call you, you can also request a callback without any charges.
Blog
Zoho’s blog offers insights and tips covering sales, marketing, and building customer relationships by leveraging the numerous tools available. However, the posts on this blog are infrequent; there were 6 posts in 2022 and 5 in 2021. This inconsistency shows that it might be difficult to follow most of the blog information since it is outdated.
Videos
This platform provides explicit videos that allow you to take the first steps using Zoho more easily. There are also conceptual videos on the platform that help you understand the CRM language so you can employ the concepts better to your advantage.
Zoho CRM Tutorials
This company provides guided tutorials to help your organization understand CRM concepts and how to apply them in critical business scenarios. It covers customization, workflow, multiple sales pipeline, approval process, CommandCenter, and blueprints.
Features & Functionality
General Features
Analytics and Reporting
This platform offers comprehensive metrics that allow you to determine the impact of your efforts and how to make adjustments that align with them. This section shows lead analytics which has subcategories that include sales funnel, lead sources, monthly lead creation, and leads by industry. You’ll also deal insights with subcategories named deals in the pipeline, deals created, revenue lost, deals by stages, and amounts by lead source. Other metrics measured by Zoho include marketing metrics, sales trends, sales follow-up trends and activity stats.
Process Management
The process management tools on Zoho help you manage numerous activities that deal with your business. This category has a section titled “blueprint” which is a chart that covers all the activities which makes it easy for team members to know the right actions to take by ensuring it matches your organizational policies. The section “approval process” helps you automate where you can specify the required to approve records. Other sections help verify your information and find the problems using detailed reports.
Data Administration
This feature helps you to verify, create or ensure that your data is accurate across your entire database. It covers importing and exporting data. Zoho also helps you with a data backup you can purchase if you have difficulties. With the data storage section, you can get accurate into how much data space your organization has used up. The recycle bin helps you access all the data you’ve deleted from the account.
Streamline communication with integrated email tools.
Sales
Customer Contact Management
Zoho helps you to manage your contacts effectively through its customizable features. It makes the lead name, company, email, phone number and lead source visible for you to track easily. You can also add other features from up to 50 fields which include activities, campaigns, annual revenue, email, and tag. These same fields are available on the pages for leads, accounts and deals.
Data Enrichment and Prediction
This platform has an intelligence system that helps you enrich your leads, contacts and accounts leveraging contextual information from the web. It also uses predictive AI to help you determine the direction of your business. This field prediction feature helps you understand the pattern from your data so you can predict the future outcome of fields in your CRM.
Automation
Automate workflows to improve operational efficiency.
Performance:
Zoho is undeniably a high-performance CRM. Although its aesthetics are quite basic, but the functions are not. It allows you to upload customer data and store them without any hitches. I analyzed some variables to determine its performance:
Speed
The best CRM software are those which help you focus better on important business operations with its speed, and that’s what Zoho CRM provides. Setting up an account with Zoho is one of the fastest. Also, importing a file on Zoho takes around 1 minute. You can customize the fields and gain powerful analytics in only a few clicks.
Automation
Although Zoho has no templates to help you create a workflow rule, it provides a smooth process to help you create one that works effectively. As a high-performance CRM, Zoho helps you create a workflow within 1 minute, as seen in the video below. This CRM tool covers automation across all the functions required for effective business operations, including email marketing, sales pipeline automation, forecasting automation, opportunity and lead scoring, and so much more.
Ease Of Use:
Using Zoho has minimal complexities. This platform helps you access powerful tools with the appropriate guidance you need. Different resources ensure you’re not left stranded, even as a newbie using the tool. Within a few clicks, you can leverage the numerous features on the platform.
Setup
Zoho has the fastest and smoothest setup process among numerous CRM tools. You can access the features within a few minutes to make managing your customer data easier. You’ll have to include your full name, password, and phone number so you can directly access the full trial this process provides. Once you are done, you only have to set up your CRM software and include your information to make the process seamless.
Customizing CRM Tools
This platform is fully customizable. Although the aesthetics are not impressive, you can customize the fields and modules on different tabs. They include leads, contacts, accounts, deals, calls, tasks, meetings, products, quotes, campaigns, and other pages. Zoho also ensures you can customize your sales pipeline, templates, and home page. This software allows you to prioritize the fields you want and hide the ones that don’t suit your preferences.
Audience Building and Segmenting
You can’t get an idea of how your data looks on the platform unless you import data. This platform allows you to create leads, contacts, deals, and tasks from scratch if the data you’re handling is small. You can upload the details with up to 5000 records through a CSV, VCF, XLS, or XLSX. To make your work easier, you can download the sample file Zoho provides so you’ll see how to organize the data. However, it took about 3 minutes for the file to import successfully.
Zoho allows you to transfer data from existing CRMs to ensure easy migration. You can easily import data from Hubspot, Salesforce, Pipedrive, Capsule, Insightly, Microsoft Dynamics 365, and Maximizer CRM. If your data is on a CRM software not included in the list, you can click on “another CRM” to drag and drop the exported CSV file to your Zoho account.
Automation
There are numerous automated features on Zoho. You can leverage workflow rules to create automated actions using filtered criteria. These rules can help you update fields, send emails, and form records without repeating the same processes. To create a workflow rule, you need to create a trigger, and condition and know the specific action you want to undertake with the automated task.
Uniqueness:
Zoho has an impressive customer support system that provides prompt and comprehensive responses to users. If you’ve always complained about getting inadequate support from SaaS companies, then you should try Zoho. It also offers data enrichment and predictive AI that can determine the direction of your business.
Verdict:
Zoho CRM software provides a free version and free trial that allows all business owners to access the tool with ease. It has an impressive customer support that allows beginners to have the required support to make the most out of this platform. It also has advanced enrichment and prediction features that benefit businesses with accurate details to nurture leads effectively.
However, the process of using the management tools can be more straightforward, especially for beginners who might be unfamiliar with using CRM tools. If you leverage the resources on this platform, it can help you navigate more easily.
User Review
Write a Review- Packages for a single user do not exist, and you cannot choose which modules you need for a custom subscription.
- Some customization features were limited.
- sometimes it feels sluggish and slow to respond
