Zoho CRM

Helping businesses build lasting relationships and grow resiliently with contextual AI and thoughtful UI. linkedin.com

CRM
★★★★☆ 4.2
1996 Founded
10001+ Employees
250,000+ businesses Customers
Chennai, Tamil Nadu, India (global HQ); Austin, Texas, USA (US HQ) Headquarters

Quick Facts

✓ Free Trial
Website
zoho.com →
Starting Price
14
Pricing Model
per-user
Free Trial
15 days
Company Type
private

About Zoho CRM

Zoho CRM is the flagship customer relationship management application from Zoho Corporation, an Indian multinational software company founded in 1996 and originally known as AdventNet. Zoho CRM was first released in 2005 as a SaaS-based CRM and has since evolved into a mature, AI-powered platform used globally. Zoho Corporation remains privately held, profitable, and bootstrapped, with global headquarters in Chennai, India and U.S. headquarters in the Austin, Texas area. en.wikipedia.org
Today Zoho CRM sits at the center of Zoho’s broader business software suite, integrating with over 55 Zoho apps and hundreds of third‑party tools. It provides core CRM capabilities such as lead, contact, account, and deal management, sales forecasting, workflow automation, and advanced reporting, along with omnichannel engagement via email, telephony, social media, live chat, and web forms. The platform also includes the Zia AI assistant for predictive lead scoring, anomaly detection, forecasting, and conversational insights, especially in the Enterprise and Ultimate tiers. zoho.com
Zoho positions its CRM as a value‑centric alternative to higher‑priced enterprise platforms, offering a permanent free edition for up to three users, paid plans starting at $14 per user per month billed annually, and optional bundles like Zoho One and CRM Plus. The company emphasizes transparent, per‑user pricing with both monthly and annual billing, a 15‑day free trial, and no external investors—allowing it to prioritize long‑term product investment over short‑term growth. zoho.com
In the CRM market, Zoho CRM is consistently ranked among leading solutions for small and mid‑sized businesses, often highlighted for its breadth of features relative to price and its deep integration with the wider Zoho ecosystem. Independent reviews note that while it may not match the most advanced enterprise CRMs in every area, it delivers strong functionality, AI, and extensibility at a fraction of the cost of major competitors such as Salesforce and Microsoft Dynamics 365. techradar.com

Key Features

Lead, account, and contact management - Centralized records with customizable fields, layouts, and views for the full customer lifecycle. zoho.com

Deal and pipeline management - Multiple pipelines, stages, and Kanban-style views to track opportunities and forecast revenue.

Omnichannel communication - Email, telephony, social media, live chat, web forms, and WhatsApp integrations managed from a single CRM timeline. zoho.com

Workflow automation & Blueprint - Rule-based automation, approvals, macros, and drag-and-drop process blueprints to enforce consistent sales and service processes. zoho.com

AI assistant Zia - Predictive lead and deal scoring, sales forecasting, anomaly detection, enrichment, conversational queries (Ask Zia), and workflow recommendations. help.zoho.com

Advanced analytics & reporting - Dozens of prebuilt reports and dashboards, custom report builder, territory analytics, and optional bundled BI via Zoho Analytics.

Journey orchestration (CommandCenter) - Visual design of end-to-end customer journeys across sales, marketing, and service touchpoints. zoho.com

Marketing automation - Email campaigns, cadences, scoring rules, Google Ads integration, and segmentation tied directly to CRM records. zoho.com

Customer, partner, and vendor portals - Multi-user portals for external stakeholders to collaborate on deals, support, and projects in Enterprise and above. zoho.com

Inventory management & CPQ - Products, price books, quotes, orders, invoices, and CPQ tools for configuring and pricing complex deals (Professional+). zoho.com

Canvas and UI customization - Low-code tools to redesign record pages, custom modules, page layouts, validation rules, and client scripts.

Mobile CRM - Native iOS and Android apps with offline access, route planning (RouteIQ), card scanner, and mobile notifications. en.wikipedia.org

Extensibility & developer platform - REST APIs, webhooks, custom functions (Deluge), sandbox environments, and 1,100+ marketplace extensions for integrations. zoho.com

Team collaboration - Feeds, internal chat, calls, meetings, and project links to keep sales, marketing, and service aligned around each account. zoho.com

Security & administration - Role-based access controls, territory management, audit logs, central admin console, and granular permissioning across teams. zoho.com

Pros & Cons

👍 Pros

  • Very competitive pricing with a permanent free tier and low per-user rates across Standard through Ultimate compared to major CRM competitors. capterra.com
  • Highly customizable with flexible modules, fields, page layouts, Canvas UI, validation rules, Blueprints, and Deluge scripting for advanced automation. zoho.com
  • Rich feature set for the price, including sales automation, marketing tools, inventory/CPQ, advanced analytics, portals, and journey orchestration. zoho.com
  • Strong ecosystem and integrations, with tight connections to 40+ Zoho apps and 600-1,100+ third-party tools such as Google Workspace, Microsoft 365, Slack, QuickBooks, and Mailchimp. techradar.com
  • Robust automation and AI (Zia) capabilities for lead/deal scoring, workflow suggestions, anomaly detection, and sales forecasting in higher tiers. help.zoho.com
  • Good mobile apps and remote-work support, allowing reps to manage pipelines, log visits, and access data on the go. zoho.com

👎 Cons

  • Steep learning curve and configuration complexity; non-technical teams can find the UI busy and advanced features overwhelming, especially during initial setup. capterra.com
  • Occasional bugs, slow loading, and reliability issues reported when working with large datasets, complex reports, or many customizations. capterra.com
  • Customer support quality and response times are inconsistent on lower support tiers, with some users needing premium or partner assistance for complex issues. capterra.com
  • Some advanced capabilities (e.g., full Zia AI suite, advanced analytics) are reserved for Enterprise and Ultimate plans, limiting access for budget-conscious teams. techradar.com

User Reviews

G2
4.1
★★★★☆
Capterra
4.3
★★★★☆
TrustRadius
8.6
★★★★★

Integrations

Zoho Books Zoho Desk Zoho Campaigns Zoho Analytics Zoho SalesIQ Zoho Forms Zoho Sign Google Workspace Microsoft 365 / Outlook Slack Mailchimp QuickBooks Online Xero Shopify WooCommerce Zoom RingCentral Twilio WhatsApp Business Facebook LinkedIn Zapier

Best For

Company Size

smb mid-market enterprise

Industries

Technology & SaaS Professional Services Manufacturing Financial Services Education Retail & eCommerce

Use Cases

Lead capture, qualification, and routing End-to-end sales pipeline and opportunity management Sales forecasting and performance analytics Email marketing and multichannel nurturing Account management and renewals Customer support handoff and post-sales engagement

FAQ

What is Zoho CRM?

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Zoho CRM is a cloud-based customer relationship management platform from Zoho Corporation that helps businesses manage leads, contacts, deals, and customer interactions across email, phone, social media, chat, and other channels. It includes tools for sales automation, marketing campaigns, analytics, customer portals, and AI-powered insights via its Zia assistant. en.wikipedia.org

How much does Zoho CRM cost?

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Zoho CRM offers a free plan for up to three users and paid plans starting at $14 per user per month billed annually for the Standard edition. Professional, Enterprise, and Ultimate plans are priced at approximately $23, $40, and $52 per user per month billed annually, with higher month-to-month pricing ($20, $35, $50, and $65 respectively). All paid tiers include a 15-day free trial, and additional bundles like CRM Plus and Zoho One are available. Pricing can vary by region and promotions, so it is best to confirm on Zoho's official pricing page. zoho.com

What are the main features of Zoho CRM?

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Key features of Zoho CRM include lead, contact, account, and deal management; sales pipeline and forecasting; workflow automation and Blueprint process management; omnichannel engagement via email, telephony, social, live chat, and web forms; marketing automation and Google Ads integration; advanced analytics and dashboards; Zia AI for predictions and insights; customer and partner portals; inventory and CPQ tools; mobile apps; and a rich developer platform with APIs and marketplace extensions. zoho.com

Who are Zoho CRM's main competitors?

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Zoho CRM's primary competitors include Salesforce Sales Cloud, HubSpot CRM/Sales Hub, Microsoft Dynamics 365 Sales, and pipeline-focused tools such as Pipedrive and Freshsales. These platforms offer comparable core CRM capabilities but differ in pricing, ecosystem depth, marketing features, and ease of use. Zoho typically competes on value, breadth of integrated Zoho apps, and customization flexibility. zoho.com

Is Zoho CRM good for small businesses?

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Yes. Zoho CRM is widely regarded as a strong option for small businesses thanks to its free edition for up to three users, low entry-level pricing, and scalable feature set. Independent reviews highlight it as particularly well-suited for small and mid-sized organizations that need robust sales and marketing automation without enterprise-level pricing. However, smaller teams with no technical admin may find the configuration options and learning curve higher than very lightweight CRMs, so investing time in setup or working with a partner can be important. capterra.com

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