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

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

4.15 5

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(23063)

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

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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

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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

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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

"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." - Michael McMillan

Zoho CRM, HubSpot CRM, Hubspot Sales Hub, Salesforce Sales Cloud, Pipedrive, 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.

"...It makes following-up with clients and potential clients easy, with MailChimp and social media integration...." Peer review by Tanya Chin

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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.

"...If you are a small business owner like myself with ongoing client contacts this is an affordable and effective CRM tool...." Peer review by Douglas C., Owner/CEO, Insurance

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Why is Zoho CRM the best choice 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.

"...It helps us to manage our customers send emails and also manage subscription...." Peer review by Verified Reviewer, Information Technology and Services

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How can Zoho CRM optimize your Lead Management Workflow?

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.

"...Sales Reports, Commissions, Account Management, Lead Management, Email Campaigns, Contacts, order processing, and more...." Peer review by Grant E., Head of Sales, Human Resources

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Why is Zoho CRM the best choice for 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.

"...Webforms are pretty easy to integrate, and allows you to create workflows to automate simply tasks...." Peer review by Alvin L., Performance Marketing, Management Consulting

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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
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
Sreeparna Roy Manager - Business Marketing & Strategy Chai Point	From using spreadsheets to Zoho CRM, we have managed to capture data in a more versatile way and have also minimized our sales cycle. It gives us more visibility of how our business is moving and makes us much more efficient. Testimonial By Sreeparna Roy
Ian Melchior VP of Technology EcoMark Solar	With Zoho CRM, we can now identify metrics telling us information about the health of a certain department, the quality of our leads, and employee performance. We can also identify trends which help us with forecasting. Testimonial By Ian Melchior

CUSTOMERS	TESTIMONIALS
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
Sreeparna Roy Manager - Business Marketing & Strategy Chai Point	From using spreadsheets to Zoho CRM, we have managed to capture data in a more versatile way and have also minimized our sales cycle. It gives us more visibility of how our business is moving and makes us much more efficient. Testimonial By Sreeparna Roy
Ian Melchior VP of Technology EcoMark Solar	With Zoho CRM, we can now identify metrics telling us information about the health of a certain department, the quality of our leads, and employee performance. We can also identify trends which help us with forecasting. Testimonial By Ian Melchior

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Wessuc Inc	NA	Case Study Wessuc Inc Wessuc's acute conversion from their legacy software to Zoho CRM signaled a risk, but turned out to be the best decision they made. Read More
Amazon India	NA	Case Study Amazon India Amazon India Helps Retailers Flourish Through Zoho CRM Read More
The Glorious Company	NA	Case Study The Glorious Company Canada-based content marketing company improves lead conversion and sales tracking with Zoho CRM Read More

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 .