Zoho CRM Review Is it Time to Move on?
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Considering its ‘corporation’ status, you’ll probably be as shocked as I was to hear that Zoho turned its Austin headquarters into a fully functioning farm last year!
Yep, you heard right! In fact, in light of the farming initiative’s success, it's led Zoho to open rural offices in India, Mexico, Japan, and Canada.
Could this spark a new trend for companies who can’t afford to pay extortionately high rents downtown, and promote a greener way of living? And have these fresh surroundings had any impact on the product in question: Zoho CRM?
On the scene since 2005, this is a well-seasoned player in the CRM (customer relationship management) world, so we wanted to see if age and experience necessarily mean a better product.
In our experience reviewing email marketing tools, this is usually not the case. In fact, the new players tend to have better-designed tools (sorry Constant Contact and AWeber!). So let’s see how this CRM software performs in our detailed Zoho review.
Zoho CRM Review Summary
The fact that you can have up to three users for free and set up marketing campaigns and workflow automation for leads, deals, and tasks, makes this CRM software pretty attractive for small businesses. Paid plans start from $20 a month per user and go up incrementally depending on the features you require. Annual discounts are also available.
Zoho CRM Screenshots
Zoho CRM Pricing
Free for up to 3 users
Standard plan. Yearly discounts available
Professional plan. Yearly discounts available
Enterprise plan. Yearly discounts available
Ultimate plan. Yearly discounts available
Zoho CRM is reasonably priced, with a free plan available for up to 3 users. Of course, this comes with some limitations, for example, you won’t be able to add any custom fields and you’ll be limited to 1 form, 10 email templates and 50 email notifications/user license.
Strangely, customer segmentation and autoresponders are reserved for the Enterprise plan ($50/user/month) – features we’d expect to see on the Standard plan.
Find out more about Zoho’s prices and features in our pricing guide.
Pros and Cons
There are tons of ready-made reports, plus you can add up to 10 custom dashboards on the Standard plan. Customization of the dashboards works with drag and drop technology, making it easy to achieve the outcome you require. The sales team will love Zoho analytics.
The platform is available in 26 languages and support available in 11. This is great if you have sales agents from different countries.
A range of support options are available 24hrs/day, Mon-Fri: live chat, email and phone support. Agents are responsive and offer helpful answers.
Is Zoho CRM the right CRM software for you?
- Recommended if:
- Not recommended if:
You have a multilingual team
It’s always more comfortable to use a software in your native language. With the platform being available in 26, you’re sure to find your team members’ languages.
You like the idea of keeping all your marketing tools under one roof
Zoho Corporation is made up of 50+ sales and marketing tools (SMS and email marketing, hosting, form builder, help desk software, survey tool, etc.).
So, do we recommend Zoho CRM?
Though Zoho has invested a lot into developing its suite of over 50 apps, and is a pretty complete CRM, it may not be the best CRM software for your business. I come away from this review feeling that a bit more work needs to be done to modernize the CRM solution. It could really do with a UX overhaul in order to simplify pipeline management and general usability.
Thankfully, there are a number of support channels with helpful agents on hand, but even still, I’d reserve my recommendation for the more experienced CRM managers.
And even though there is a free plan, we found that other free CRM software like Hubspot or Engagebay offer much more in the way of CRM functionality and user-friendliness.
In Zoho CRM, GDPR applies to the Leads, Contacts, Vendors, and custom modules. Turn enable GDPR by clicking Setup > Users and Control > Compliance Settings and turning compliance settings on. You can decide whether your customer data is stored in its US or European data centers.
Yes! Zoho CRM’s freemium plan is for those who don’t mind putting up with the limitations on forms, email notifications and custom fields. What’s good is that you can have up to 3 users.
Zoho CRM Alternatives
HubSpot is the most well-known, offering a very generous free CRM plan. What’s not so attractive is the price jump when you move onto a paid plan.
Pipedrive CRM offers a very user-friendly experience, though it may be lacking some marketing features, as its focus is more on sales.
ActiveCampaign is a particularly good choice for those serious about sales and marketing automation. You can find more CRMs with automation here.
We keep our content up to date
30 Nov 2022 – Added SMS marketing feature
21 Feb 2022 – General update
This review has been written and researched following our EmailToolTester methodology.Our Methodology