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

"We are seeing better collaboration across the business especially between Sales and Support and also in the efficiency of our marketing activities. We will soon progress towards improved financial management and the capacity to link sales activity t...o a more integrated financial outlook for the business." - Peter Rasmussen

Peer review evidence (same sources as the product rating summary)

"...It provides sophisticated tools and features to engage with customers like event tracking, promotion tracking, and sales analytics...." Peer review by Damnik J, Employee
"...The CRM allows us to manage contacts, we host our email on their online server for no cost for up to 25 emails...." Peer review by Michele C, Co-Founder & Director of Community Engagement, Non-Profit Organization Management
"...I receive emails in almost no time, no delay between sending or receiving messages to my customers...." Peer review by Fabricio v, Fabricio Von

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.

Zoho CRM Customer wins, Customer success stories, Case studies

What benefits does Zoho CRM offer for Engagement Management?

What makes Zoho CRM ideal for Contact List Management?

How does Zoho CRM facilitate Communication Management?

How efficiently Does Zoho CRM manage your Lead Management?

What benefits does Zoho CRM offer for Workflow Management?

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.

CUSTOMERS TESTIMONIALS
Zoho CRM testimonial

Peter Rasmussen

General Manager

Practical Systems

We are seeing better collaboration across the business especially between Sales and Support and also in the efficiency of our marketing activities. We will soon progress towards improved financial management and the capacity to link sales activity to a more integrated financial outlook for the busi...ness.

Testimonial By Peter Rasmussen
Zoho CRM testimonial

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
Zoho CRM testimonial

Bobby Darnell

Principal

Construction Market Consultants

Our clients maintain a healthy pipeline and thanks to Zoho, we are able to work with them from any location. We recently completed a project from our offices in Atlanta, Georgia (USA) while using Zoho Meeting to have web conferences in Japan. All of this was important to us before the pandemic, and... it's even more so now.

Testimonial By Bobby Darnell
CUSTOMERS TESTIMONIALS
Zoho CRM testimonial

Peter Rasmussen

General Manager

Practical Systems

We are seeing better collaboration across the business especially between Sales and Support and also in the efficiency of our marketing activities. We will soon progress towards improved financial management and the capacity to link sales activity to a more integrated financial outlook for the busi...ness.

Testimonial By Peter Rasmussen
Zoho CRM testimonial

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
Zoho CRM testimonial

Bobby Darnell

Principal

Construction Market Consultants

Our clients maintain a healthy pipeline and thanks to Zoho, we are able to work with them from any location. We recently completed a project from our offices in Atlanta, Georgia (USA) while using Zoho Meeting to have web conferences in Japan. All of this was important to us before the pandemic, and... it's even more so now.

Testimonial By Bobby Darnell
 

Small and Medium Enterprises Development Agency of Nigeria (SMEDAN) - Government Agency - Large

Zoho, SMEDAN unleash N20bn digital push for 25, 000 Nigerian MSMEs

Abuja, Nigeria

Zoho partners with SMEDAN to launch a N20 billion digital support program for 25,000 Nigerian MSMEs. The initiative provides Zoho wallet credits for over 60 cloud-based applications and includes trai...ning and technical support. This effort aims to reduce technology adoption costs and enhance digital capabilities for small businesses in Nigeria.

Read on →
 

Galaxy Health Insurance - Insurance - Medium

Galaxy Health Insurance partners with Zoho to build and deploy a scalable, regulator-compliant distribution platform in under three months

Chennai, India

Zoho partnered with Galaxy Health Insurance to create a scalable, regulator-compliant distribution platform. This CRM-led solution enables fast agent onboarding, tele-sales, and customer support, int...egrating with TCS BaNCS for seamless operations. The platform supports complex commission structures and regulatory compliance, enhancing Galaxy's distribution capabilities without increasing operational headcount.

Read on →
 

Krea University - Education - Medium

Zoho Corporation Marks 30 Years, Now Supports Over One Million Organisations

India

Zoho celebrates its 30th anniversary, highlighting its growth to over one million customers and a 20% revenue increase. Krea University expanded its use of Zoho's platform, transforming operations an...d enhancing reliance on Zoho's diverse product suite. The company's commitment to R&D and AI-driven solutions continues to attract major enterprises like Mercedes-Benz India and Union Bank of India.

Read on →
 

Zarthi - Information Technology And Services - Small

India

Zoho Desk helped Zarthi, a cloud management company, resolve 33,590 tickets in one department. The team adopted Zoho Desk twice as fast as previous solutions. Automations and integrations with Twilio..., Zoho Analytics, and Zoho CRM improved ticket routing and performance tracking. Real-time dashboards and mobile access boosted collaboration and agent productivity. Zarthi saw faster response times and higher customer satisfaction rates.

 

Specialized Packaging Group (SPG) - Manufacturing - Large

Chicago, USA

Zoho One helped SPG unify 143 users across 30 manufacturing sites. Before Zoho, each site managed sales and customer data separately, causing duplicated work and no clear view of business performance.... With Zoho One, SPG standardized sales processes, integrated CRM with project management, and enabled real-time data sharing. Leadership now uses analytics to spot new market opportunities and track why deals are won or lost. SPG moved from siloed operations to a single, data-driven organization.

 

Shiji Group - Hospitality - Very Large

Beijing, China

Shiji Group used Zoho Desk to support its global expansion. The company needed a scalable ticketing system for its hospitality technology business. Zoho Desk was chosen for its usability, fast implem...entation, and custom features. Shiji integrated Zoho Desk with Zoho CRM, Analytics, and other tools. The solution enabled automation, multi-channel support, and custom workflows. Shiji now resolves customer tickets quickly and manages performance with Zoho Desk metrics.

Frequently Asked Questions (FAQ)

What buyers ask before choosing 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.
lightning

Peers used Zoho CRM for engagement management and contact list management

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)

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

WhatsApp messages for events: Zoho Backstage enhancements

Zoho has enhanced its Zoho Backstage platform with new WhatsApp integration features. These include delivery reports for message tracking, scheduled notifications, expanded automation triggers for various stakeholders, and improved account management. These updates aim to streamline event communication, offering organizers greater visibility and flexibility in managing WhatsApp messaging.

Product

Introducing Zoho connected apps for Google Gemini

Zoho introduces connected apps for Google Gemini, allowing seamless integration of Zoho applications with Gemini's AI capabilities. This integration simplifies workflows by enabling users to access and interact with business data across Zoho CRM, Zoho Mail, Bigin, Zoho Desk, and Zoho Projects through a single conversational interface. The integration aims to reduce context switching and enhance productivity.

Product

Zoho Backstage x Zoho MCP: Your events, now connected to AI

Zoho has launched the Model Context Protocol (MCP) server for Zoho Backstage, enabling integration with AI tools like Claude and ChatGPT. This allows users to manage event data and workflows using natural language, enhancing event management automation and AI-driven data interaction. MCP supports 49 operations, facilitating seamless AI integration for event planning tasks.

Product

Zoho Mail is now on AWS Marketplace

Zoho Mail is now available on AWS Marketplace, allowing organizations using AWS for software procurement to subscribe to Zoho Mail Premium directly through their AWS account. This integration simplifies billing and management, aligning with existing AWS procurement workflows. Zoho Mail Premium offers robust email security, compliance tools, and centralized admin controls.

Zoho Corporation Pvt. Ltd Profile

Company Website

https://www.zoho.com/

Year Founded

1996

HQ Location

4141 Hacienda Drive, Pleasanton, California 94588, USA

Employees

1001-5000

Social

Financials

PRIVATE