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

"This will be a major factor in considering zohocrm for many companies including ours. Buy brands & services who contributes towards the national calamities. New Parameters!" - Ravi Santlani

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

How can Zoho CRM enhance your Engagement Management process?

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.

"...We just wanted a way to track emails by customer, diarize follow up and any tasks...." Peer review by Randy S., Director, Education

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How can Zoho CRM enhance your Contact List Management process?

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.

"...They allows small businesses to manage their contacts and automate their email marketing and lead generation tasks...." Peer review by Administrator

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What solutions does Zoho CRM provide 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.

"...I can send email updates to which I selected before within the Zoho CRM:...." Peer review by Oral T, Business Owner

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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.

"...We also managed to reduce our lead to real prospect time by 60%, which is huge...." Case Study Sherpa

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What solutions does Zoho CRM provide 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.

"...Not so good when you want to use multiple workflows and have several different forms per record types...." Peer review by Brian Walsh, BA/PM, Lucid Switch

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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
Ravi Santlani CEO ScooNews	This will be a major factor in considering zohocrm for many companies including ours. Buy brands & services who contributes towards the national calamities. New Parameters! Testimonial By Ravi Santlani
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
Anand Goyal Program Leader - Service Provider Network Amazon India	Zoho has played an important role in standardizing our program. We now have more than 15,000 sellers using our services. The functionalities we've added have evolved Zoho CRM beyond just lead and contact management to more of a complete operational platform. Testimonial By Anand Goyal

CUSTOMERS	TESTIMONIALS
Ravi Santlani CEO ScooNews	This will be a major factor in considering zohocrm for many companies including ours. Buy brands & services who contributes towards the national calamities. New Parameters! Testimonial By Ravi Santlani
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
Anand Goyal Program Leader - Service Provider Network Amazon India	Zoho has played an important role in standardizing our program. We now have more than 15,000 sellers using our services. The functionalities we've added have evolved Zoho CRM beyond just lead and contact management to more of a complete operational platform. Testimonial By Anand Goyal

Case Studies

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.

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.

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.

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.

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.

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

Tremendous

4.32 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

New Relic

4.55 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Statuspage

4.26 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Conga Contracts

4.19 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Microsoft Power BI

4.45 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 25/08/2025

Introducing document delivery and authentication via WhatsApp in Zoho Sign

Zoho introduces WhatsApp integration in Zoho Sign, enabling document delivery and OTP authentication via WhatsApp. This update enhances user experience by offering faster turnaround times, increased trust, and improved security with end-to-end encryption. Users can easily set up the integration through Zoho Sign's interface, linking their WhatsApp Business account for streamlined document workflows.

Product 25/08/2025

ManageEngine Introduces DEX Capabilities in Endpoint Central, Advancing Towards Autonomous Endpoint Management

ManageEngine, a division of Zoho Corporation, has introduced digital employee experience (DEX) capabilities to its Endpoint Central platform. This enhancement aims to improve IT teams' ability to proactively resolve endpoint performance issues, thereby enhancing employee productivity and satisfaction. The new features include real-time insights, diagnostics, and automation, and are available as a stand-alone SaaS product or an add-on to Endpoint Central.

Product 21/08/2025

Zoho Finance Suite: Powering Belgiums shift to E-Invoicing

Zoho is expanding its Finance Suite to support Belgium's nationwide e-invoicing mandate starting January 2026. The suite, including Zoho Billing, Zoho Books, and Zoho Inventory, will enable Belgian businesses to issue and receive invoices via the Peppol network, ensuring compliance with the BIS 3.0 format. This expansion highlights Zoho's commitment to aiding businesses in Europe with seamless invoicing workflows.

Product 20/08/2025

Tuning response time psychology with an integrated solution

Zoho CRM now integrates with Office24by7's cloud telephony solution, enhancing sales efficiency by providing instant lead alerts, auto-dialing, and smart routing. This integration allows sales teams to access full CRM context during calls, improving conversion rates and overall productivity. The solution also offers call analytics and performance insights for better sales management.

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

How can Zoho CRM enhance your Engagement Management process?

How can Zoho CRM enhance your Contact List Management process?

What solutions does Zoho CRM provide for Communication Management?

Why is Zoho CRM the best choice for Lead Management?

What solutions does Zoho CRM provide for Workflow Management?

Customer Testimonials

Case Studies

CASE STUDY Tech Mahindra

CASE STUDY Agappe Diagnostics

CASE STUDY TagniFi

CASE STUDY Valmiki Group

CASE STUDY Zepto

CASE STUDY UENI

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

Close CRM

CallRail

Calendly

ClickUp

ShipStation

Tremendous

New Relic

Statuspage

Conga Contracts

Microsoft Power BI

Software Failure Risk Guidance

Zoho Corporation Pvt. Ltd News

Introducing document delivery and authentication via WhatsApp in Zoho Sign

ManageEngine Introduces DEX Capabilities in Endpoint Central, Advancing Towards Autonomous Endpoint Management

Zoho Finance Suite: Powering Belgiums shift to E-Invoicing

Tuning response time psychology with an integrated solution

Zoho Corporation Pvt. Ltd Profile