Zoho CRM Software Review for 2022

Zoho CRMzoho CRM logo is online customer relationship management software with core sales and marketing features, as well as advanced functionality like omnichannel communication, workflow automation, an AI assistant, and customization. It is a cost-effective and scalable CRM software solution accessible through the web and mobile apps.

Table of Contents

Zoho CRM Review: Features and Strengths

Omnichannel Communication

Zoho CRM lets users connect to prospects, leads, and customers across channels. Users can communicate via telephone, email, live chat, and social media. Customer portals allow prospects to view products and make purchasing decisions.

Users also get real-time notifications when customers interact with the business. They can get metrics to know how effective their communications are, and discover the best time and channel to reach out to them. The CRM software also includes feeds, team chat, notes, teammate and keyword tagging, and groups to foster team collaboration.

Automation and Customization

Automation in the Zoho CRM platform streamlines processes and functions, so users can spend more time with customers. It automates sales activities and workflows such as lead management, deal management, and contact management. It also has marketing automation features like customer segmentation, lead nurturing, and event management.

The Canvas feature allows companies to customize the look and feel of the CRM interface to meet specific brand requirements and preferences. Users can customize layouts, components, views, and filters to easily find data.

Sales Enablement, Analytics, and More

Zoho CRM provides tools such as quotes, invoices, and calendars to save the team time and effort in their day-to-day tasks. Analytics provide real-time reporting and insight by measuring sales trends, marketing campaigns, sales team performance, and other activities.

An AI-powered assistant can help users manage and fetch their CRM data, take notes, make sales predictions, detect anomalies, and automate tasks. Other features include process management, journey orchestration, performance management, and integration with other Zoho products and third-party apps.

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Zoho CRM Pricing

Zoho CRM offers a free edition and several paid editions, billed either monthly or annually, that users can try for free for 15 days.

Zoho CRM Free Edition

The free edition includes up to three users and essential features like leads, documents, and mobile apps.

Bigin by Zoho CRM: $7 per user/month billed annually

Bigin is a pipeline-centric CRM solution for small businesses. It includes telephony, workflows, integrations, mobile apps, custom fields, and dashboards.

Zoho CRM Standard Edition: $14 per user/month billed annually

The Standard Edition includes all features in the free edition and also lead scoring, workflow automation, multiple sales pipelines, bulk email sending, custom dashboards, and a custom look and feel.

Zoho CRM Professional Edition: $23 per user/month billed annually

The Professional Edition includes all Standard edition features, as well as real-time customer notifications, process management, web form-to-ticket conversion, customer data validation, and inventory management.

Zoho CRM Enterprise Edition: $40 per user/month billed annually

The Enterprise Edition includes all other plan features in addition to Zia AI, customer journey personalization, multi-user portals, advanced customization, and mobile app customization.

Zoho CRM Ultimate Edition: $52 per user/month billed annually

The Ultimate Edition includes everything in the Enterprise edition plus advanced business intelligence, enhanced feature limits, and free 30-day trial period.

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Who Uses Zoho CRM?

Zoho CRM is software for businesses of all sizes in need of a CRM system to help convert more sales leads, engage with customers, and increase revenue. Customers include Amazon India, Tassal, Suzuki, Bose, Abu Dhabi Aviation, Hotstar, IIFL, and Purolite.

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Zoho CRM Supported Languages

Zoho CRM supports Arabic, English (US), English (UK), Bulgarian, Bahasa Indonesian, Chinese (Simplified), Chinese (Traditional), Croatian, Czech, Dutch, Danish, French, German, Hungarian, Hindi, Italian, Japanese, Polish, Portuguese (Brazil), Portuguese (Portugal), Russian, Spanish, Swedish, Thai, Turkish, Vietnamese, Korean, and Hebrew.

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Case Studies

Matthew Ley is the president and co-founder of a leading provider of webinars, webcasts, and virtual events. As a rapidly growing business, the company needed customizable and powerful software to handle day-to-day business and support collaboration with teams across Canada and the USA. Zoho CRM enables all remote teams to work on one unified platform. Users can see all tickets raised by customers, improve their follow-ups, track day-to-day activities better, and cut down the time required to move people from one sales stage to the next.

Natasha Ellard is the co-owner and managing director of a digital marketing agency based in England. Her team previously managed a projects pipeline with hundreds of customers manually. With Zoho CRM, the company found a cost-effective solution that they can customize to their business needs. In particular, the CRM provides a flexible tool that allows the agency to amend fields and categories using custom reports, drop-down boxes, and tabs.

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Why Choose Zoho CRM?

Zoho CRM software is a flexible system with broad coverage for a variety of teams, business sizes, and industries. Its combination of features and intuitive interface allow users to quickly deploy. It is highly accessible, while also strictly compliant with global security standards.

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Company Info

Zoho CRM is a product of Zoho Corporation Pvt. Ltd., a privately held software company with headquarters in Austin, TX, and international headquarters in Chennai, India. The company was founded in 1996 by Sridhar Vembu, CEO. It launched Zoho CRM in 2006. Today, there are over 50 Zoho products and services that aim to solve business problems and help companies grow.

Jose Maria Delos Santos

Jose is a subject matter expert and member of the writing team for Project-Management.com and Bridge24. 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.