The best customer relationship management (CRM) software varies from business to business. You need to find one that fits your operations, goals, and structure like a glove. Zoho CRM is one of the top options in the category and a CRM that can work well for a variety of organizations. It’s great for small and midsize businesses of all stripes, but lets delve into its real virtues as we review the product in full below.
Compare Zoho to the Best CRM Software
Since its creation in 2005, Zoho has focused its attention on small and midsize businesses.
Meaning that they know how to help your organization grow to where you want it to be.
Its ease of use is something that makes it one of the top CRM software options available. Thanks to Zoho, you can still have smooth customer relationships even though you don’t have a designated person to do the job. This software is user-friendly and has all you need to keep your customers happy.
While Zoho is at the top of our list when it comes to CRM for small to medium-sized businesses, it’s one of many different customer relationship management tools on the market today. We have analyzed, tested, and reviewed a variety of CRMs and wrote up a list of the top CRM software options, including Zoho, and who they’re best for.
Zoho CRM: The Good and The Bad
For every product on the market, there are pros and there are cons. While we think that the pros of Zoho CRM outweigh any of the cons, it is important to discuss both so you know what you stand to gain from using this software, as well as some of the things you need to be careful of.
Easy to Set Up: Right out of the box, Zoho makes installation and setup simple and straightforward. This makes it the ideal choice for small to medium-sized teams that needs something they can hit the ground running with. And not be stuck spending hours learning to install, implement, and troubleshoot.
Even without an in-house tech team, setting up Zoho CRM takes minimal effort. The included step-by-step guide covers each part of the process and simplifies it so you don’t have to fuss with complications. You will likely start with the basics of your setup and then add on extensions and integrations to personalize the system and make it work best for your company’s specific needs.
Easy to Use: Once you have the product set up, Zoho CRM is very easy to use. Little to no training is required to get the hang of this software, in large part thanks to the user interface. The Home page shows any tasks you have open, leads for the day, amount of money by stage, what sales you have closing that month, and more.
The design is no-frills, but we like that that allows you to focus on what really matters. The simplicity is what makes it so easy to use. Navigate from page to page using the simple menu bar at the top, which includes items such as Leads, Contacts, Accounts, Deals, Activities, Reports, Analytics, and more. The menu bar automatically orders these items from most important to least, but you can customize their order any way you want.
Flexible: Different businesses have different needs in CRM software, and Zoho provides flexibility that allows it to work for all kinds of different businesses.
In addition to that, Zoho provides a lot of options for customizations. You can add extensions and integrations through the Zoho Marketplace to better manage your finances, improve sales, increase productivity, and much more. Many (though not all) of the extensions on Zoho are free and don’t require coding to integrate them into your existing system.
Video Guides: Because Zoho CRM has so many different features and numerous ways to customize them, implementing them all can get complicated. That’s where their free online videos come in handy.
These videos provide how-tos of everything from interlinking modules to handling data processing bases so that you can take advantage of the customization options and make the setup of your Zoho exactly what your company needs.
Mobile App: When you need to use CRM software on the go, Zoho’s app allows you to do most of what you can do on your laptop. The interface is user-friendly and keeps things basic enough to not overwhelm.
You can even work offline when there is no network available to connect to. The location feature allows you to see leads that are near where you are right now, and closing deals on the app is a simple, streamlined process.
Great Value: Zoho has several different options for pricing plans, one of which is the Free Edition that comes with zero costs and zero obligations. The free option is available for up to three users. If you upgrade to a paid plan, several options provide a lot of additional features and add-ons. Continue reading to learn the exact plans and their prices in greater detail.
Free And Budget Versions Don’t Offer Much: Though the free version is a great place to start, what you get with no monetary obligations won’t get you too far. Many of the features that are available with Zoho only come with the higher pricing plans.
Even the Standard $12/month plan has a limited set of features. The more robust Professional version at $20/month isn’t all that much pricier, which helps, but if you’re looking for a free or lowest-level package with all the features you could want, Zoho doesn’t quite make the grade.
Customer Service Wait Times: With a program like Zoho CRM that has seemingly endless options for add-on features, chances are good that questions will arise along the way. While you can refer to the videos section we mentioned above, there are times that you may need a live person to talk to in order to get the answers to your problems, and Zoho frankly struggles in this area.
They’ve had many complaints from users about being placed on hold for upwards of 10 minutes and/or going through multiple transfers to solve a simple question. Not necessarily a dealbreaker, but definitely not fun either.
Zoho CRM Pricing and Options
As mentioned above, there are a few different pricing plan options that make Zoho accessible to all businesses, regardless of your budget. Though the smaller plans limit what you can do with the software, they still serve as a great place to get started with CRM software in your company.
The free plan is available for up to three users. Anything past that puts you into the next pricing bracket. With the free version, you get lead, contact, and account management features as well as reports and analytics.
The first paid level of Zoho gives you more perks than the free version. It is priced at $12/month if you pay for the whole year, or $18/month if you pay month-to-month.
However, that price is per user. So, if you have 2 employees using Zoho, that means it is $24/month for the whole year paid in advance, or $36/month for month-to-month.
This is easy to overlook but makes a huge difference in your total cost per month. If you’re a smaller company, it’s better to minimize the number of people you have on Zoho and only give access to those who truly need to use it.
With this level of Zoho, you get everything that the free plan offers as well as scoring rules, email insights, and much more room for customization across the entire platform. This is key to making Zoho fit your specific needs rather than the general needs offered in the Free Edition. The Standard plan’s database size is limited to 100,000 records.
Level up to the Professional plan and you get some key features that can add a lot of value to your company. This plan gives you everything that the Standard plan does, but also includes inventory management, Google Ads integrations, and the ability to use Zoho for process management.
The Professional plan is priced at $20/month/user with an annual plan and $30/month/user with a monthly plan.
If the above plans don’t give you what you need, the Enterprise plan may. This plan is geared towards businesses that are on the larger side of small-to-medium. It includes everything that the Professional level does plus a number of additional features.
One is multi-user portals for customers, vendors, and partners. It also offers Zia AI which is an AI assistant that provides predictions and suggestions. You’ll also love the CommandCenter that allows you to personalize the customer experience.
If you want to get more customization options, Enterprise is the way to go. At this level, you can customize page layouts, modules, buttons, web tabs, and more. You also get the ability to build and distribute custom apps.
This plan is priced at $35/month/user for an annual contract and $45/month/user for a monthly contract.
If you want to get the most of out Zoho, the Ultimate plan is what you need. This plan includes everything that the Professional plan does and more. At this level, you also get Zoho Analytics which opens up a whole new world of options and information. Zoho Analytics is a self-service BI and data analytics software tool that helps you to visualize your data and analyze it in a unique way.
Zoho Ultimate offers greater storage space and much more advanced customizations, as well as data enrichment. You also get a free 30-day trial when you opt for this level of Zoho.
The Ultimate plan will cost your company $45/month/user on a yearly basis or $55/month/user on a monthly basis.
Comparing the Best CRM Software
Though Zoho CRM is high on the list of Crazy Egg’s best customer relationship management software, check out the other options that made our top list.
- Hubspot – Best CRM software for most
- Zoho CRM – Best CRM for deeper visibility
- Freshsales Suite – Best automations for marketing and sales
- Salesflare – Best CRM for strictly focusing on sales
- EngageBay – Best all-in-one CRM suite for small business
- Streak – Best CRM for working 100% from within Gmail
- Monday.com – Best for project management with CRM capability
Zoho is one of the best options for customer relationship management software in the market. The lower tiers of the pricing plans are ideal for small to medium-sized businesses, and the upper tiers such as Ultimate work well for larger companies that have more needs and a bigger budget.
Zoho’s versatility is another reason it made one of the top choices on our list. It works for a variety of companies in a variety of industries. In addition to that, Zoho is user-friendly, thanks in part to the design that highlights the most important features on the main screen. This makes it easier to access the data you’re after.
Pricing is another benefit of Zoho—it is priced lower than other CRM competitors, thus is more accessible for small to medium-sized businesses. If you find that Zoho is not the best fit for your company, check out the other CRM software options that made our top list.