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Zoho CRM

Customer Review
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5
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7.8

Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrate with 500+ popular business apps in a single business system.

In-Depth Reviewer Comments

Carol F.

Must to have product for all things automation

On surface level this comes out as one of the best CRM that we've used to manage and secure business deal and for other purposes also like for marketing automation.

How did your team benefit the most?:

I guess best part of it is the deal progress part where it shows you at what stage of closing is the prospect at and pushes the deal ahead.

One Major Feature That You Benefited From:

We've been working on improving our upselling strategy for quite some time and were unable to do so it was after we started working with Zoho CRM that we saw some growth in upselling to business.

How difficult is it to get started?:

The resources section does help in getting familiar with the features on this tool.

One thing or feature you would improve:

Pricing could be more flexible.

Size of your organization:

Product Head

Position or Role:

50-80

Why You Signed Up:

To effectively manage business deals

Lez I.

I use Zoho CRM for generating and closing leads and its great

I think there is nothing missing from the thing tool, especially if you want to drive high quality leads conveniently, it helps you do so and does way more than just lead generation. We managed and closed leads in a very effective way. We could also see stats and analyze our process.

How did your team benefit the most?:

Our team did a great job in keeping reducing the bounce rate, they utilized the form and live chat feature, which allowed us to hold cold users from bouncing off from our site and communicating with us about their requirements.

One Major Feature That You Benefited From:

It's the Zia enrichment feature that helped us in extracting further details about the leads we captured. It did get us additional information on leads, and it did it ethically. This helped us personalize our approach for each lead before we go and reach out to them.

How difficult is it to get started?:

I liked it was not that difficult, at least that what we experience as our primary goal with using Zoho CRM was to generate, nurture, manage and close leads and the platform was well designed for this.

One thing or feature you would improve:

Size of your organization:

40-60

Position or Role:

Product Head

Why You Signed Up:

To capture and close leads effectively

Max G.

Complete CRM platform with helpful features

Very much relaxed after bringing Zoho CRM into the organization, it is one giant and powerful CRM with lots of options for integration. I like it has everything from marketing automation to analytics that reports data in the dashboard.

How did your team benefit the most?:

My team had a great experience using Zoho CRM for lead nurturing, and the process is detailed with each step, and you have several functionalities that let you distribute and process leads in the best possible way.

One Major Feature That You Benefited From:

I have to say Zoho CRM is one of the best tools for all your omnichannel operations, be it communication with prospects and leads or using it to market your brand. All social channels, along with conventional channels like emails, are shown in the dashboard, so it is easy to analyze campaign performance.

How difficult is it to get started?:

Even though it's a complete tool for lead generation with dozens of features, somehow it made me feel confused in starting as to from which point I began but overtime me and, my team, and I learned its features.

One thing or feature you would improve:

Too many features on one screen, and sometimes scrolling and a vast interface feel tiring.

Size of your organization:

20-50

Position or Role:

CMO

Why You Signed Up:

To help team with lead nurturing via omnichannel methods

App Pricing Page

Standard	<ul> <li>Pricing per user</li> <li>Scoring Rules</li> <li>Workflows</li> <li>Multiple Pipelines</li> </ul>	20.00	Month
Professional	<ul> <li>SalesSignals</li> <li>Blueprint</li> <li>Web-to-Case Forms</li> <li>Validation Rules</li> </ul>	35.00	Month
Enterprise	<ul> <li>Zia AI</li> <li>CommandCenter</li> <li>Multi-user Portals</li> <li>Advanced Customization</li> </ul>	50.00	Month
Ultimate	<ul> <li>Advanced BI - bundled with Zoho Analytics</li> <li>Enhanced Feature Limits</li> <li>30-day Trial</li> <li>Canvas (25 views/module)</li> </ul>	65.00	Month

This app has yearly payment discounts available.

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Independent Reviewer Comments

Hubspot is way better

Tanu Debnath

Zoho feels stuck in the past and the UI is very clunky. Looks like they got their core users 10 years ago and are too afraid to update things.

Pros:

Free plan, functionaly it all works well

Cons:

Terrrrrrible interface

Review

Josh

Strong CRM with tons or features, Clunky UI

Pros:

Solid CRM

Cons:

Not sure it's much better than Salesforce or other

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Customer Questions

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Zoho CRM

Get Zoho CRM

Standard

<ul> <li>Pricing per user</li> <li>Scoring Rules</li> <li>Workflows</li> <li>Multiple Pipelines</li> </ul>

20.00

Month
Professional

<ul> <li>SalesSignals</li> <li>Blueprint</li> <li>Web-to-Case Forms</li> <li>Validation Rules</li> </ul>

35.00

Month
Enterprise

<ul> <li>Zia AI</li> <li>CommandCenter</li> <li>Multi-user Portals</li> <li>Advanced Customization</li> </ul>

50.00

Month
Ultimate

<ul> <li>Advanced BI - bundled with Zoho Analytics</li> <li>Enhanced Feature Limits</li> <li>30-day Trial</li> <li>Canvas (25 views/module)</li> </ul>

65.00

Month

Intercom

Get Intercom

Support

<ul> <li>Human support: Live chat for support, Team inboxes</li> <li>Self-serve support: Help articles, Conversational bots</li> <li>Proactive support: Targeted messaging, Product Tours</li> </ul>

Custom

Other
Engage

<ul> <li>Engagement and adoption: Outbound email and in-product messaging, Push messages & notifications</li> <li>Optimize performance: A/B testing & control groups, Message versioning</li> <li>Personalize targeting: Custom events and customer segments, Salesforce & Marketo integrations</li> </ul>

Custom

Other
Convert

<ul> <li>Website conversion: Conversational chatbots, Live chat for sales</li> <li>Manage leads: Multiple team inboxes, Automatic meeting booking</li> <li>Prospect data: Salesforce & Marketo integrations, Reverse IP lookup and data enrichment</li> </ul>

Custom

Other

QuestionPro

Get QuestionPro

Essential

<ul> <li>Unlimited surveys‪</li> <li>Unlimited questions‪</li> <li>1 user</li> <li>300 responses / survey</li> <li>24/7 email and LiveChat support</li> <li>30 question types‪</li> </ul>

Month
Advanced

<ul> <li>QuestionPro mobile app</li> <li>Net promoter score</li> <li>Multilingual surveys</li> <li>Custom variables</li> <li>Upload file question</li> <li>Crosstab analysis</li> </ul>

129

Month
Team Edition

<ul> <li>Dedicated customer success manager</li> <li>User roles and permissions</li> <li>Custom scripting</li> <li>Text tagging</li> <li>Correlation analysis</li> <li>Project management migration & integration</li> </ul>

Custom

Other

Freshsales

Get Freshsales

Free

<ul> <li>Pricing per user</li> <li>Contact & Account Management</li> <li>Contact Lifecycle Stages</li> <li>Built-in Chat, Email, & Phone</li> </ul>

0.00

Month
Growth

<ul> <li>Visual Sales Pipeline</li> <li>AI-powered Predictive Contact Scoring</li> <li>Sales Sequences</li> <li>Up to 2,000 Bot Sessions/Month</li> </ul>

18.00

Month
Pro

<ul> <li>Multiple Sales Pipelines</li> <li>Time-based Workflows</li> <li>AI-powered Deal Insights & Next Best Action</li> <li>Up to 3,000 Bot Sessions/Month</li> </ul>

47.00

Month
Enterprise

<ul> <li>Custom Modules</li> <li>AI-based Forecasting Insights</li> <li>Audit Logs</li> <li>Up to 5,000 Bot Sessions/Month</li> </ul>

83.00

Month

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