Zoho CRM review: Explore its powerful automations and integrations for teams of all sizes
Zoho CRM is a user-friendly customer relationship management (CRM) solution that offers customizable integrations to fit nearly any business size, from a free plan for up to three users to Enterprise teams. It is well-liked by users for its customization options, automation features, and competitive, scalable pricing packages. It also has an intuitive user experience (UX) and the ability to integrate with many other software tools companies use to streamline business functions. All rates and fees are current as of June 2024 and are subject to change.
Zoho CRM
| Base price: | Starting at $20 per user, per month, billed monthly |
| Free trial length: | 15 days |
| Free plan available: | Yes, for up to three users with limited features |
Zoho CRM service plan overview
Zoho CRM offers five pricing plans designed to support small teams up to enterprise organizations, starting with a free-forever plan with limited features for up to three users. All of the paid plans offer a 15-day free trial to test out the features before committing to a subscription.
Users have the option to pay monthly or annually for the paid plans, with a discount for paying for an annual subscription upfront. Zoho CRM stands out for providing a tool that helps teams choose which plan is best for their needs with the Edition Selector quiz.
| Plans | Pricing | Free Trial or Plan Available? | Features |
|---|---|---|---|
| Free plan | Free for up to three users | Yes | 3 organization emails Sales and marketing automation tools Document library Standard reports 10 custom email templates 1GB file storage for the organization |
| Standard plan | $20 per user, per month | Yes; 15 days | 50 organization emails Supports up to five currencies Email integration Up to 10 custom lead scoring rules Up to 100 custom reports 10 custom dashboards Up to 250 mass emails per day 100 custom email templates Zoho Meetings integration Google calendar integration Up to 5 CRM Marketplace extensions |
| Professional plan | $35 per user, per month | Yes; 15 days | 75 organization emails Supports up to 10 currencies Up to 20 custom lead scoring rules Motivator tool for sales gamification Unlimited custom reports Unlimited custom dashboards Up to 500 mass emails per day Unlimited custom email templates Inventory management tools Customer service tools Up to 10 CRM Marketplace extensions |
| Enterprise plan | $50 per user, per month | Yes, 15 days | 500 organization emails Sales territory forecasting Supports up to 25 currencies Up to 30 custom lead scoring rules Anomaly detector Up to 1,000 mass emails per day ZIA AI tool for scoring, recommendations, and email and call summaries Up to 20 CRM Marketplace extensions |
| Ultimate plan | $65 per user, per month | Yes; 15 days | 500 organization emails Supports up to 50 currencies Up to 50 custom lead scoring rules Up to 2,000 mass emails per day ZIA AI tool for scoring, recommendations, and email and call summaries Up to 50 CRM Marketplace extensions |
| Free plan | |
|---|---|
| Free for up to three users | |
| Yes | |
| 3 organization emails Sales and marketing automation tools Document library Standard reports 10 custom email templates 1GB file storage for the organization |
|
| Standard plan | |
| $20 per user, per month | |
| Yes; 15 days | |
| 50 organization emails Supports up to five currencies Email integration Up to 10 custom lead scoring rules Up to 100 custom reports 10 custom dashboards Up to 250 mass emails per day 100 custom email templates Zoho Meetings integration Google calendar integration Up to 5 CRM Marketplace extensions |
|
| Professional plan | |
| $35 per user, per month | |
| Yes; 15 days | |
| 75 organization emails Supports up to 10 currencies Up to 20 custom lead scoring rules Motivator tool for sales gamification Unlimited custom reports Unlimited custom dashboards Up to 500 mass emails per day Unlimited custom email templates Inventory management tools Customer service tools Up to 10 CRM Marketplace extensions |
|
| Enterprise plan | |
| $50 per user, per month | |
| Yes, 15 days | |
| 500 organization emails Sales territory forecasting Supports up to 25 currencies Up to 30 custom lead scoring rules Anomaly detector Up to 1,000 mass emails per day ZIA AI tool for scoring, recommendations, and email and call summaries Up to 20 CRM Marketplace extensions |
|
| Ultimate plan | |
| $65 per user, per month | |
| Yes; 15 days | |
| 500 organization emails Supports up to 50 currencies Up to 50 custom lead scoring rules Up to 2,000 mass emails per day ZIA AI tool for scoring, recommendations, and email and call summaries Up to 50 CRM Marketplace extensions |
Best Zoho CRM plan for small businesses: Standard
For small to midsized teams with no more than 50 CRM users, the Standard plan is an ideal choice. This plan offers robust sales and marketing automation and integrations with other software tools many companies use to streamline the sales process. Plus, it’s offered at an affordable price that allows teams to scale along with their budget.
It’s a great option for teams that don’t need inventory management and sophisticated AI features, which are only offered in the Enterprise and Ultimate plans. All paid plan users enjoy free classic support with technical support available weekdays for eight hours per day and a one-on-one onboarding session. More advanced premium support is available for 20% of the subscription fee.
Pros
- Robust sales and marketing automation and workflows
- Calendar booking through the CRM
- Email integration via IMAP, POP3, and Gmail
- Full integration with Google Workspace
Cons
- Lacks territory-based forecasting
- Does not include Zoho Motivator for sales gamification
- Lacks ZIA AI tools
- No webform analytics or A/B testing
Other services Zoho CRM offers
While Zoho CRM offers exceptional sales process and pipeline management tools, its rich feature set helps businesses manage marketing, inventory management, customer support business functions, and more. The vast set of integrations Zoho CRM offers extends the platform’s functionality even more:
- Document management: All plans have a document library to store and share files within the platform
- Zoho PhoneBridge integration: Private Branch Exchange for calling and texting
- Multiple currency support: Each plan supports a minimum of five currencies, up to 50
- Social integration: Users can integrate Facebook and Twitter with the CRM
- Zoho Motivator: Uses sales gamification to foster friendly competition among sales reps
- Custom reporting and analytics: All paid plans offer at least 100 custom reports
- Custom dashboards: All paid plans offer at least 10 custom dashboards
- Mass emailing: All plaid plans give users the ability to send at least 250 mass emails per day
- Inventory management: Included in the Professional plan and above
- Customer support module: Cases, solutions, web-to-case forms, and notify owner available in the Professional plan and above
- Meeting providers: Integrates with popular online meeting platforms
Zoho CRM platform and customer support
When it comes to choosing the level of customer support a team needs, Zoho CRM users have options. Classic customer service is included for all paid plans, which includes a knowledge base, community forums, a self-service portal, and multichannel support eight hours per day, five days per week via phone, live chat, email, and remote access support. Classic support also includes three onboarding sessions per week during a 45-day onboarding period and feature walkthroughs.
Teams that want more comprehensive customer support can purchase a Premium support plan for 20% of their total subscription fee. The Premium plan adds on support services, such as extending the onboarding period to 75 days, offering five onboarding sessions per week, initial CRM setup and configuration, and a dedicated onboarding specialist.
Is Zoho CRM secure?
As with most popular CRM systems on the market, Zoho CRM offers a secure platform with audit logs, encryption, and two-factor authentication. Users can also restrict access from authorized internet protocol (IP) addresses to further protect valuable customer and company information. Furthermore, Zoho CRM meets Health Insurance Portability and Accountability Act (HIPAA) guidelines to protect sensitive health information, which is a plus for organizations that store client health data.
Zoho also allows businesses to store private business data in vaults that make it difficult for hackers to access. Users can also choose where they want their data to be stored in the cloud with options for data centers in the United States and European Union.
Zoho CRM user reviews
Zoho CRM earned four out of five stars with more than 2,100 reviews on G2. Many users say they like how user-friendly the CRM tool is, as well as the robust integrations and customization options. Some users noted there is a steep learning curve and have had some issues with getting the integrations to work properly.
According to Capterra, Zoho boasts 4.3 stars out of five with more than 6,700 user reviews. Users said the mobile app makes it easy to manage business functions on the go and is priced competitively. However, some users said it was difficult to learn due to the overwhelming number of features and customer support could be improved.
Compare Zoho CRM alternatives
Is Zoho CRM right for you?
Zoho CRM is an excellent choice for sales organizations looking for software that streamlines sales and marketing business processes. It’s a good option for small teams and solopreneurs looking for a free or low-cost CRM tool as well as enterprise-sized teams that need complex integrations and workflow automations. Zoho CRM also boasts robust reporting and analytics tools, AI features, and customization options that make it tailorable to nearly every business need.
Frequently asked questions
What is Zoho CRM used for?
Zoho CRM is a customer relationship management tool that helps sales reps, marketing staff, and customer service agents work together seamlessly to close deals, generate leads, and solve client issues.
Does Zoho CRM have a free plan?
Zoho CRM offers a free plan with limited features for up to three users. Many teams like the ability to start with the free plan and scale to Zoho’s affordable paid plans as their team, needs, and budget grow.
What are the top benefits of using Zoho CRM?
Zoho offers broad customizations and automations that allow companies to tailor it to their business needs. The platform fuses sales and marketing strategies, keeps your data secure, and offers robust customer service to help teams get the most return on their investment and drive business growth.
