Overview of Zoho
Zoho CRM is a customer relationship management (CRM) software that allows small businesses to manage their contacts as well as automate their email marketing and lead generation tasks. We compiled Zoho CRM reviews from our own website and around the web and found that Zoho has mixed ratings. We also compared the most common pricing options for small business owners. To experience Zoho CRM for yourself, click here for a free trial.
What We Like
Zoho CRM is a part of Zoho’s larger software ecosystem that includes project management, invoicing, inventory management, email, and document creation. That means it’s a great option for those who want an all-in-one solution to manage their business. Having researched and tried the software out, we also like that the software is affordable and can be configured to fit a wide range of business needs.
What We Don’t Like
One of the biggest drawbacks we noticed as we tried out Zoho CRM is that it can be overwhelming if you don’t take the time to walk through all of the setup steps, and don’t read through some of the training and support documentation. There is a lot packed into the CRM interface, which can make it harder to find information when you need it.
Which CRM Provider Is Right for You?
Zoho Pricing & Plans
Free for up to 3 users
*Pricing based on annual billing
Zoho CRM’s Free plan supports up to three users and includes lead and contact management like many of the other CRM products we’ve researched and used. It also has unique activity tracking features, such as phone logging and social media connections, which are not available on many other free plans. The Free plan, however, lacks the ability to route leads to specific users, manage orders, or customize the interface.
In using Zoho, I noticed it also lacks email marketing, unlike other free plans. As a result, the Free plan is best for teams of three or less that require only a few configurations but want to be able to connect with software that will allow them to track their social media interactions. Because it can integrate with other Zoho products, it is also a good choice for teams that manage their quotes and orders through another accounting tool.
The Standard plan costs $12 per user, per month and allows users to add custom fields and create custom reports that can then be scheduled and delivered to users. It comes with Social Lite, a social media management suite allowing unlimited publishing on Facebook, Twitter, Instagram, and LinkedIn.
It also allows you to send bulk emails, track website visitors, and forecast sales, which is a feature not found in any of the other plans at this price. Email insights provide real-time monitoring of email deliveries, bounces, and opens. The Standard plan is, therefore, best for sales teams that want more insights into a lead’s behavior as well as being able to track emails, social media, and visitor tracking.
The Professional plan offers more advanced features, including purchase order and invoice management. It costs $20 per user, per month, keeping it in line with similar product pricing tiers. The Professional plan also includes access to Zoho CRM’s SalesSignals functionality, which is a proprietary feature that notifies you of important information, automates lead scoring, and helps you better prioritize lead follow-up.
Its custom field offering and conditional follow-up rules that can be tied to CRM field updates make it great for teams looking for either a tool with a high degree of customization potential or workflow automation. The Professional plan is also best for those who would like to capture leads directly from social media.
Zoho is a flexible CRM with a range of features that help you manage your lead and customer relationships. While many of these are features also found in other CRM tools, Zoho is one of the more versatile options, as it can be configured for a range of business uses.
Leads & Contacts
In Zoho, contacts are the people who you either sell directly to or work with in your customer accounts. Leads are incoming prospects that have not yet become customers, meaning they don’t yet have a deal that you’ve won. Zoho will color code each contact in this module based on how long it has been since you last interacted with them, making it easy to prioritize individuals you most need to reach out and communicate with.
Deals & Sales Pipeline
Zoho’s deal module lets you track your sales opportunities and represents one-off or ongoing sales that you are moving through your sales process. Zoho allows you to customize the information you capture about each deal, including the deal stages as well as the probability of closing a deal at each stage. This will help you better understand and forecast which sales opportunities you are most likely to win, and where you should invest your time and energy.
Zoho CRM comes with a generic list of sales stages (Qualification, Needs Analysis, and so on). However, you can customize these stages to your own unique sales process. Simply select the “Stage” field and you can adjust both the Stage Name and Probability % for each. Once you have your own stages saved, you’ll be able to start tracking your sales and generate reports based on the value and probability of each deal.
The Dashboard & Analytics module gives you access to several dashboards that provide high-level reporting on your sales performance. It offers a visual representation of your leads, revenue, sales opportunities, and new accounts, which help you measure the success of your sales plan and the performance of your sales team. This module is especially helpful for managing your team and making adjustments to your sales strategy.
While Zoho certainly can work for all types and sizes of organizations, it still might not be what you are looking for in a small business CRM. Here are a few popular CRM alternatives that might be a better fit.
Best CRM for Small Business
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead & management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
When choosing a CRM software, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Zoho’s popular integrations:
- Acuity Scheduling
- Zoho Survey
- Zoho Campaigns
- Zoho SalesIQ
- Zoho Mail
- MS Outlook
- Facebook Lead Ads
- G Suite
Zoho CRM is a comprehensive small business CRM with lead and deal management, social media integration, and automated workflows designed to help streamline your sales process. It’s a great fit for businesses that need a flexible CRM tool that also integrates with additional business productivity software, including help desk, social media, document creation, and order and inventory management.