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Zoho CRM Review

By Mona BushnellLast Modified: February 27, 2018

Affordable and beautifully designed, Zoho CRM looks and feels like a lightweight CRM solution, but it packs in a surprising number of high-end features and customization options.

Since this CRM is part of the Zoho SaaS family, it can be used on its own or in tandem with other Zoho apps and services, and it is compatible with many popular third-party social media platforms as well. Built-in collaboration features, like the shareable calendar and file repository, make this CRM ideal for small teams and multitasking individuals.

Zoho CRM
Zoho CRM
Best CRM Software
The Verdict
Zoho's combined affordability and functionality make it our favorite CRM for small business owners.
Visit Site

Pricing & Terms

Zoho CRM has four subscription tiers, and two payment options. For each tier but the highest, users may opt to pay on a month-to-month basis (rather than annually), for a slightly higher per user-cost. The Standard starts at $12 per user, per month billed annually ($15 for month-to-month), the Professional is $20 per user, per month ($25 for month-to month), and Enterprise is $35 per user, per month ($40 for month-to-month). Ultimate is $100 per user, per month, and must be paid on an annual basis. 

Features

Zoho CRM is a feature-rich powerhouse of a CRM, with a surprisingly affordable price tag. This is just a sampling of what Zoho brings to the table:

  • Great features, even at the basic level. Unlike many other tiered CRMs out there Zoho offers fantastic features, even at the basic ($12/month) level. Reports and dashboards, a document library, defined roles and profiles, scoring rules, sales forecasting tools, call center connectors and the ability to mass email are all available to standard subscribers, plus the capacity for a whopping 100,000 records.
  • Popular integrations and extensions in the Zoho Marketplace. No other CRM makes it easier than Zoho does to integrate all your favorite products. Through the Zoho Marketplace users can select from hundreds of broadly used products, like GoToMeeting, Twilio, DocuSign, Eventbrite, as well as more industry specific solutions, like Zadarma for phone systems or CData Excel, which allows users to change information in Excel and see it reflected in Zoho CRM.
  • Tons of customization options. There are some customization options available to all users, but at the Enterprise level ($35/month), users can do advanced custom views, change page layouts, add in custom buttons and conditional fields and build out custom modules. At the Ultimate ($100/month) level, users gain access to a sandbox for dev testing and a higher level of customer support. While these customization features are not unique to Zoho CRM, they are rarely an option in CRMs at this price point.

Drawbacks

The drawbacks to adopting Zoho as your CRM may not be negatives to all users, but they are worth noting. Tiered levels of service mean users may have to opt for a more expensive subscription just to get one relevant feature. For example, while the $12 level is enticing at first glance, integration with Google Adwords, social CRM features and workflows only kick in at the $20 tier.

It should also be noted that customer service is limited to the standard work week, so if your business needs constant support, you may want to consider a competitor with more robust services.

Editor's Note: Looking for a CRM solution? Click the Compare Quotes button below to have our sister site Buyer Zone connect you with vendors that can help.

Zoho CRM
Zoho CRM
Best CRM Software
The Verdict
Zoho's combined affordability and functionality make it our favorite CRM for small business owners.
Visit Site
Ready to choose your Best CRM Software? Here's a breakdown of our complete coverage:
Mona Bushnell
Mona Bushnell is a New York City-based Staff Writer for Tom’s IT Pro, Business News Daily, and Business.com. She has a B.A. in Writing, Literature, and Publishing from Emerson College and has previously worked as an IT Technician, a Copywriter, a Software Administrator, a Scheduling Manager and an Editorial Writer. Mona began freelance writing full-time in 2014 and joined the Purch team in 2017.

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