Zoho CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Zoho CRM
Brand: Zoho CRM
Rating: 4.15 (23063 reviews)

4.15 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(23063)

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

AI Powered

Zoho CRM Overview

Zoho CRM is an online software that manages sales, marketing, and support in one platform. Trusted by over 100 million users worldwide, a free trial is available.

Use Cases

Customers recommend Engagement Management, Contact List Management, Communication Management, as the business use cases that they have been most satisfied with while using Zoho CRM.

Other use cases:

Lead Management
Workflow Management
Lead Tracking
Sales Document Management
Helpdesk Management
Social Media Management
Collaboration

See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Zoho CRM.

Other priorities:

Increase Sales & Revenue
Improve ROI
Improve Internal Communications
Grow Market Share
Scale Best Practices
Enter New Markets Internationally Or Locally
Improve Efficiency
Launch New Products
Improve Stakeholder Relations
Improve Digital And Social Presence
Improve Consistency
Build Brand Awareness
Improve Brand Engagement
Shorten Ramp Up Time
Improve Visibility
Establish Thought Leadership
Increase Customer Life Time Value

See all business priorities See less business priorities

Zoho CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Zoho CRM works with different mediums / channels such as E-Mail. and Phone Calls.

Zoho CRM's features include Dashboard, Personalization, Recording, etc. and Zoho CRM support capabilities include AI Powered, Phone Support, Email Support, etc. also Zoho CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"Anybody can use Zoho. The interface is straightforward, and the initial trial setup took very little effort. Zoho had all of the functionality that we could ever need, at a fraction of the cost of Salesforce. It felt much more intuitive, and I was s...ure we would be very happy moving forward with Zoho." - Ignacio Galarraga

Zoho CRM, Less Annoying CRM, Teamgate CRM, ClickUp, Pipeliner CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Zoho CRM

Top Industries

Computer Software
Information Technology and Services
Marketing and Advertising

Popular in

Small Business
Mid Market
Enterprise

Zoho CRM is popular in Computer Software, Information Technology And Services, and Marketing And Advertising and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Zoho CRM Use Cases

What Are the key features of Zoho CRM for Engagement Management?

Zoho CRM enables users to manage interactions with clients and potential clients across various channels, including email, social media, and website visits. It facilitates tracking email engagement, setting reminders, and scheduling follow-up activities. However, the support system has limitations in terms of follow-up and engagement with users. The platform's effectiveness for non-technological users requires further development.

"...I like the social and CRM integration it makes my life easy to follow up with so many people ...." Peer review by adrian f.

Read Reviews

How can Zoho CRM optimize your Contact List Management Workflow?

Zoho CRM facilitates contact list management through features that enable contact input, generation, and organization. It allows users to mass email contacts and manage sales funnels. Users can leverage integrations with social media platforms like Twitter, Facebook, and Google+, as well as Google and QuickBooks, for enhanced contact management and marketing efforts. The platform is limited in its ability to provide a simple list view of contacts for making changes, which can hinder efficiency.

"...It also connects with other applications of Zoho like accounting Saas to convert the leads as customer contact...." Peer review by Aman S, Co-Founder & Director, Computer Software

Read Reviews

What Are the key features of Zoho CRM for Communication Management?

Zoho CRM offers communication management capabilities including email marketing, campaign management, and automated workflows. It enables users to create and send emails, track their performance, and manage subscriptions. While it provides basic features, it lacks robust tracking and monitoring functionalities for leads, and lacks features for managing online communities or business expenses.

"...In my company we used zoho, but we unable to connect it with google cloud to send emails...." Peer review by Verified Reviewer, Hospitality

Read Reviews

Why is Zoho CRM the best choice for Lead Management?

Zoho CRM provides comprehensive lead management capabilities, including lead tracking, organization, and analytics. It offers seamless integration with other tools, such as live chat, phone, and social media, streamlining lead generation and management. However, Zoho CRM may be limited for organizations requiring lead transfers to external entities.

"...It has very friendly user interface and have all functions which we need to manage sales leads...." Peer review by Imran M, Sr. B.D.M, Human Resources

Read Reviews

How efficiently Does Zoho CRM manage your Workflow Management?

Zoho CRM provides a robust platform for workflow management, allowing users to customize and automate processes, create templates, and track progress. This includes managing contacts, campaigns, and generating reports. Zoho CRM is well-suited for companies with simple sales cycles, but it lacks flexibility for complex workflows with dynamic form layouts or multiple forms.

"...I find that it can be adjusted to work with my work flow even though it varies from others...." Peer review by Tom A., Utilities

Read Reviews

88+ more Business Use Cases

52 buyers and buying teams have used Cuspera to assess how well Zoho CRM solved their CRM needs. Cuspera uses 23063 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Ignacio Galarraga CEO The Netmen Corp	Anybody can use Zoho. The interface is straightforward, and the initial trial setup took very little effort. Zoho had all of the functionality that we could ever need, at a fraction of the cost of Salesforce. It felt much more intuitive, and I was sure we would be very happy moving forward with Zoh...o. Testimonial By Ignacio Galarraga
Michael McMillan Chief Stategist ONE, Inc	Not only did I find a CRM solution but a platform that would allow me to lower my monthly tech spend by $6k - $11k while centralizing all my data for better business intelligence. Testimonial By Michael McMillan
Bernd Ruetzel Owner Roggio AB GmbH	I implemented different sales pipelines for my different businesses. It was easy and straightforward and works perfectly. I also built dynamic parts for the deals form, dependent on the sales pipeline I chose. The additional fields that I need for each businesses are shown as per context. It is a g...reat enhancement to Zoho CRM. Love it. Testimonial By Bernd Ruetzel

CUSTOMERS	TESTIMONIALS
Ignacio Galarraga CEO The Netmen Corp	Anybody can use Zoho. The interface is straightforward, and the initial trial setup took very little effort. Zoho had all of the functionality that we could ever need, at a fraction of the cost of Salesforce. It felt much more intuitive, and I was sure we would be very happy moving forward with Zoh...o. Testimonial By Ignacio Galarraga
Michael McMillan Chief Stategist ONE, Inc	Not only did I find a CRM solution but a platform that would allow me to lower my monthly tech spend by $6k - $11k while centralizing all my data for better business intelligence. Testimonial By Michael McMillan
Bernd Ruetzel Owner Roggio AB GmbH	I implemented different sales pipelines for my different businesses. It was easy and straightforward and works perfectly. I also built dynamic parts for the deals form, dependent on the sales pipeline I chose. The additional fields that I need for each businesses are shown as per context. It is a g...reat enhancement to Zoho CRM. Love it. Testimonial By Bernd Ruetzel

Case Studies

Medical Devices

CASE STUDY Agappe Diagnostics

Zoho CRM helped Agappe Diagnostics manage sales and service in one system. Before, Agappe used many tools and had no single view of customers. Zoho CRM gave field agents a mobile app with all custome...r info. The company now has better reporting and a 360-degree customer view. Agappe saw an 80% increase in productivity and higher operational efficiency.

Education

CASE STUDY Valmiki Group

Zoho Contracts helped Valmiki Group centralize contract storage and automate renewals. The team managed nearly 80 contracts monthly and struggled with scattered documents and missed renewals. Zoho Co...ntracts provided a central repository, automated reminders, and easy search features. The solution improved access, sped up processes, and reduced missed renewals. Real-time collaboration and digital signatures made contract management easier for staff and counselors.

Consumer Goods

CASE STUDY Zepto

Zoho Expense helped Zepto speed up employee reimbursements. Zepto used features like Autoscan of invoices, approval workflows, and spend insights. Employees could file expenses in seconds instead of ...minutes. The system reads data from invoices and enters it automatically. Zepto praised Zoho Expense for its customer support and policy violation detection.

Information Technology and Services

CASE STUDY Tech Mahindra

Zoho Assist helped Tech Mahindra boost productivity by 20%. The device engineering team needed secure, remote access to global lab systems without installing software. Zoho Assist provided browser-ba...sed remote access and strong security. Engineers could work remotely, collaborate in real time, and transfer files instantly. The tool supported multi-monitor setups and unattended access, making daily work faster and more efficient.

Marketing and Advertising

CASE STUDY UENI

Zoho Billing helped UENI, a London-based tech company, manage its subscription billing for small business clients. UENI needed a recurring billing solution with strong APIs and automation. They chose... Zoho Billing for its integration and ease of use. UENI quickly set up monthly and yearly plans across multiple countries. Automation with Zoho Billing's APIs and webhooks let UENI focus on business growth, not billing complexity.

Financial Services

CASE STUDY TagniFi

Zoho Billing helped TagniFi move from manual Excel tracking to automated subscription management. TagniFi struggled with time-consuming invoicing and payment collection, leading to billing errors and... lost time. Zoho Billing automated invoicing, payment reminders, and integrated with Stripe and Zoho Books. This saved the team a huge amount of time and improved their subscription renewal process. TagniFi now manages billing, payments, and bookkeeping more easily, supporting their growth.

Frequently Asked Questions(FAQ)

for Zoho CRM

What is Zoho CRM?

Zoho CRM is a relationship management tool designed for the sales and marketing professionals to help them garner more leads, interact & engage with consumers, and boost both sales and revenue.

The tool can be leveraged to automate workflow and eliminate redundancies through its sales force automation feature which includes Lead Management, Deal Management, Contact Management and Workflow Automation. Apart from this platform also offers process management, omnichannel communication, analytical reports and capabilities, sales enablement, team collaboration, performance management and predictive sales & intelligence.

Zoho CRM offers integration with third party tools like Google Ad, DocuSign, MailChimp, LinkedIn Sales Navigator, etc. Using these integrations, it allows comparison of campaigns against sales helping to monitor spending and identifies campaign success.

What is Zoho CRM used for?

Zoho CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engagement Management, Contact List Management and Communication Management .

What are the top features of Zoho CRM?

Dashboard, Personalization and Recording are some of the top features of Zoho CRM.

Who uses Zoho CRM?

Zoho CRM is used by Computer Software, Information Technology And Services and Marketing And Advertising among other industries.

What are Zoho CRM alternatives?

Less Annoying CRM, Teamgate CRM, ClickUp and Pipeliner CRM are popular alternatives for Zoho CRM.

Where is Zoho CRM located?

Zoho CRM is headquartered at 4141 Hacienda Drive, Pleasanton, California 94588, USA.

Peers used Zoho CRM for engagement management and contact list management

Zoho CRM Competitors

More Zoho CRM Alternatives...

Zoho CRM Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	4.65/5 ★ Read Reviews (111)
Analytics	4.53/5 ★ Read Reviews (618)
Custom Reports	3.85/5 ★ Read Reviews (2773)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	4.65/5 ★ Read Reviews (111)
Analytics	4.53/5 ★ Read Reviews (618)
Custom Reports	3.85/5 ★ Read Reviews (2773)

Zoho CRM Integrations

Zoho CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.05/5 ★

Read Reviews (1399)

Data Import

3.87/5 ★

Read Reviews (2812)

Few API Integrations for Zoho CRM

Disqus

4.17 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Tremendous

4.32 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Conga Contracts

4.19 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Qualaroo

4.13 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

KONNEKTIVE CRM

4.0 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

for Zoho CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Zoho CRM

Zoho Corporation Pvt. Ltd News

Product 12/07/2025

Introducing Zoho Backstage 3.0: Smarter tools for impactful events

Zoho has launched Zoho Backstage 3.0, enhancing its event management platform with accessibility features, smarter RSVP management, and a redesigned mobile app. The update includes new tools for ticketing, communication, and compliance, such as dynamic pricing, WhatsApp integration, and HIPAA compliance. These enhancements aim to improve event planning, attendee engagement, and operational efficiency.

Product 09/07/2025

Introducing Zia Hubs: An intelligent tool to extract information from raw enterprise data

Zoho has introduced Zia Hubs, an AI-driven tool within Zoho WorkDrive, designed to unify and analyze scattered enterprise data. This tool organizes content into dedicated hubs, enabling seamless access to business intelligence across platforms without altering existing file structures. Currently in beta in the US, Zia Hubs aims to enhance productivity by providing centralized insights and is set for public release by Q3 2025.

Product 09/07/2025

Nova release '25: From intelligent automation to deeper insights

Zoho SalesIQ's Nova '25 release introduces over 25 new features and enhancements. Key updates include AI-driven automation, expanded IM channel capabilities, and new integrations with Bigin by Zoho CRM and Zoho Lens. The release also enhances Zobot with new templates and performance metrics, and adds features like WhatsApp broadcast and Instagram Story replies.

Partnership 08/07/2025

Click, connect, automate: Your meetings just got an upgrade

Zoho has integrated its virtual meeting platform, Zoho Meeting, with Zapier to automate meeting-related tasks. This integration allows users to automate follow-up emails, team notifications, calendar updates, and data logging across over 5,000 apps without coding. The collaboration aims to enhance productivity by reducing manual work associated with meetings.

Zoho Corporation Pvt. Ltd Profile

Company Name

Zoho Corporation Pvt. Ltd

Company Website

https://www.zoho.com/

Year Founded

1996

HQ Location

4141 Hacienda Drive, Pleasanton, California 94588, USA

Employees

1001-5000

Social

Financials

PRIVATE

Zoho CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

Failure Risk for Zoho CRM ?

Zoho CRM Overview

Use Cases

Business Priorities

Zoho CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Zoho CRM Use Cases

What Are the key features of Zoho CRM for Engagement Management?

How can Zoho CRM optimize your Contact List Management Workflow?

What Are the key features of Zoho CRM for Communication Management?

Why is Zoho CRM the best choice for Lead Management?

How efficiently Does Zoho CRM manage your Workflow Management?

88+ more Business Use Cases

Customer Testimonials

Case Studies

CASE STUDY Agappe Diagnostics

CASE STUDY Valmiki Group

CASE STUDY Zepto

CASE STUDY Tech Mahindra

CASE STUDY UENI

CASE STUDY TagniFi

Frequently Asked Questions(FAQ)

What is Zoho CRM?

What is Zoho CRM used for?

What are the top features of Zoho CRM?

Who uses Zoho CRM?

What are Zoho CRM alternatives?

Where is Zoho CRM located?

Peers used Zoho CRM for engagement management and contact list management

Zoho CRM Competitors

Zoho CRM Features

Zoho CRM Integrations

PandaDoc

HubSpot

Klaviyo

Typeform

Shopify

Disqus

Tremendous

Conga Contracts

Qualaroo

KONNEKTIVE CRM

Software Failure Risk Guidance

Zoho Corporation Pvt. Ltd News

Introducing Zoho Backstage 3.0: Smarter tools for impactful events

Introducing Zia Hubs: An intelligent tool to extract information from raw enterprise data

Nova release '25: From intelligent automation to deeper insights

Click, connect, automate: Your meetings just got an upgrade

Zoho Corporation Pvt. Ltd Profile