Zoho CRM Software Review: Overview – Features – Pricing

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Overview Presentation

zoho-crm-logoZoho CRM is a customer relationship management system and one of the best selling applications of Zoho. It is a software that enables users to engage their customers in multiple channels, all from one place. Moreover, it provides insight to help users run their business. They are able to readily access customer information that is useful to them to help close deals. Also, it has features that enable users to simplify their processes, so they can sell smarter, not harder.

Features, Benefits, Product Strengths

  • Multichannel and Enterprise ReadyZoho CRM enables users to meet and engage their customers in multiple mediums. Users can reach customers by email, by phone conversations, live chat, or through social media. They can see all their emails inside the CRM or make calls from it. Users can bring in social media, monitor trends and discover new leads. They can use tracking and analytics to find opportunities for engagement and even reach out to them in person. The system runs in state-of-the-art data centers. SLAs guarantee businesses stays online, with IP restrictions, audit logs and other measures to keep it secure.
  • Sales Force Automation, Sales Performance and Productivity – The customer relationship management system has a complete set of features that include sales lead capture and management, as well as opportunities management. Users can measure the performance of sales teams with gamification, advanced analytics and territory management. The software also has tools to help boost team productivity through workflow automation, advanced search, filters and reporting. Users can organize their data with custom views and collaborate in real-time with others through document sharing.
  • CRM on the Go, Customization, Integration and more – Zoho CRM is supported on the iPhone, iPad and Android devices. It has a Sales app to help users take their operations mobile. The CRM’s calendar syncs with iCal. Users can customize the software with apps, modules, and fields. It integrates with other Zoho Apps, Google Apps and other applications. Furthermore, the Zoho Marketplace allows users to extend their CRM through 3rd party app integrations.


Zoho CRM offers a freemium pricing model. The CRM is free for up to 10 users, and includes features for leads, accounts, contacts, feeds, documents, mobile apps and others. The premium plan starts with the Standard edition at $12 per user per month billed annually, or $15 billed monthly. It includes all features from the free edition with the addition of Sales forecasting, reports, dashboards, document library and other features, with up to 100,000 records. Higher editions include all features from the previous edition with additional advanced features. A 15-day free trial is available.

Social Network Presence

Target Market

Zoho CRM is for businesses of all sizes, across industries, especially valuable for sales and marketing teams. Organizations using other Zoho products can easily integrate with Zoho CRM to cover important sales-related business processes.

Supported Languages

Supports English (US/UK), French, German, Dutch, Italian, Spanish, Portuguese, Brazilian Portuguese, Swedish, Hungarian, Russian, Polish, Turkish, Hebrew, Chinese (China/Taiwan), Japanese, Korean, and Vietnamese.

Some of their Clients

Clients include Amazon, Animated Story Boards, Amiad, Benchmark, Selectra, SX Protection, and Marcoa.


Jody Johnson of ActionCoach stated that Zoho CRM helps them manage their client and prospect lists.

Karl Anderson of TECO Pneumatic stated that product adoption increased by 300 percent since using the CRM software.

Luis Gardolinski of Startrade stated that they were able to work from anywhere with Zoho CRM’s mobility feature.

Why Zoho CRM

Zoho CRM is a stable and reliable product with a decade of existence and experience. It is among Zoho’s most popular app, and has recently been named among the top CRM systems by GetApp in Q4 of 2016. It is also very affordable, scalable, and customizable, with a great number of available integrations.

Company Info

Zoho CRM is a product of Zoho Corporation Pvt. Ltd., a privately held information technology and services company with headquarters in Pleasanton, CA, USA. The company, which was initially named AdventNet, was founded in 1996 by Sridhar Vembu, CEO. The first Zoho product was launched in 2005, followed by Zoho CRM in 2006. AdventNet became Zoho Corporation in 2009. Today, the company has more than 30 software products. In 2016, it has reached 20 million users, and continues to invest heavily in product development and customer support.

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Jose Maria Delos Santos

Jose Maria Delos Santos

Jose is a subject matter expert and member of the writing team for Project-Management.com. He has written hundreds of articles including project management software reviews, books reviews, training site reviews, and general articles related to the project management industry.

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