Zoho CRM is a low-cost but high-value CRM that offers everything you need to manage your sales pipeline and grow your business. Its free plan allows businesses of all sizes to customize their process, create sales workflows and leverage powerful reporting. It also provides a full suite of apps that integrate with the platform for marketing, customer support, accounting, human resources and inventory management, provided you have a paid plan starting at $14 per month with annual billing.
Teajai Kimsey, a digital marketing expert and our advisory board member, shared her thoughts on the platform: “Zoho is a well-rounded CRM with features that can adapt to any company’s focus and needs. They have grown substantially over the last five years and are an excellent choice for companies that are growing and want to scale upwards.”
Features
Zoho CRM has all of the features you would expect from a CRM—and many more. For example, it has basic features such as pipelines and task management, but it also has sophisticated sales and workflow automations, lead scoring, inventory management, multi-currency conversions for businesses that operate internationally, advanced analytics, data enrichment using artificial intelligence and more. On top of that, it has a large catalog of integrations—both directly available from Zoho, such as Zoho Invoices for service providers, and third parties, such as Facebook Ads, Google Workspace, Shopify and DocuSign.
Ease of Use
For the most part, I find Zoho CRM to be very intuitive and beginner-friendly. The user dashboard is clean, clutter-free and well-organized, making it easy to locate different features and set up various pipelines and workflows. However, it is worth mentioning that it can be a bit of a challenge to use if you are making several customizations or building out very sophisticated workflows. In short, I find that it is an easy CRM platform for those looking to use something more or less out of the box.
Pricing
Zoho CRM has one of the best free plans in the market, which, unlike other free plans, even includes workflows. However, it is still fairly limited in terms of storage, features and its three-user limit. Granted, its paid plans start at $14 per user per month with annual billing. This Standard plan includes multiple pipelines, task management, lead scoring, multiple currencies, workflow rules, email notifications, custom fields, email marketing tools and more.
Paid plans also include features such as custom dashboards, inventory management, advanced customization and scoring rules. You can also create a mobile app for your business in minutes using Zoho Creator. It allows you to access your business data from anywhere, directly from your Android and iOS devices.
Reputation
Zoho has a solid reputation for offering high-quality software for businesses at very competitive prices. It has an above average rating of 4.3 out of 5 stars on Trustpilot from nearly 5,000 users—of which, over 75% gave it a perfect 5-star rating. While the majority find it to be easy to use and feature-rich, offering everything they need out of a CRM, there are a handful of users that give it low marks for poor customer service experiences.
Who Should Use It
Zoho CRM is a good all-around choice for the average small business seeking a versatile yet user-friendly CRM with affordable pricing.
Read more: Read our full Zoho CRM review.