Review of Zoho CRM: Features & Pricing of the Top 2016 CRM Software


Zoho CRM is a popular web-based CRM that is designed to attract and satisfy customers to boost your business. The application works well for both small businesses as well as large enterprises. It can track sales, automate daily activities, and engage customers in various platforms. The vendor offers a mobile platform to let you take the CRM in the field where you can get updates in real time.

You can extend Zoho CRM’s capabilities by integrating it easily with popular business systems and applications such as Google Apps, ConstantConnect, QuickBooks, MailChimp, and Microsoft Outlook; and also with cloud-based connectors such as CloudWork and OneSaaS. Our experts have evaluated Zoho CRM’s functionalities in detail and were really impressed by its performance. We were very satisfied with all its main features such as well as its ease of use, customization and integration capabilities.  Help and support offered by Zoho are also high quality. You can find more details about the service in Zoho CRM reviews here. As with other Zoho CRM reviews, the aim of this guide is to help you check if the product fits your requirements.


Benefits of Zoho CRM

  • One of the benefits we consistently note in our Zoho CRM reviews is that it automates daily sales tasks such as: customize sales processes that fit your operations, convert prospects into accounts with a single click, match hot leads with the right sales professionals, import leads from external sources like seminars, trade shows, and direct mail, and drive leads from web visits.
  • The Opportunity Tracking tool enables you to view where your customer is in the sales cycle, contact history, deal size, and competitor profile to help you draft more relevant messages.
  • Zoho CRM lets you identify and target dormant leads with historical data to help you re-draft your customer messaging.
  • You can link your customers’ Twitter and Facebook pages to Zoho CRM. Categorize them as contacts or leads, and connect with them by sending invitations or sharing comments.
  • The Zoho Mobile Edition provides you access to sales records and customer data on Android and iPad/iPhone devices to help you stay updated in the field.

Overview of Zoho CRM Features

Sales Force Automation

  • Competitive Analysis
  • Lead Generation & Qualification
  • Pipeline Analysis
  • Quota Management
  • Real-Time Forecasting
  • Sales Stage & Probability Analysis

Lead Management

  • Automate lead management process
  • Capture leads from website
  • Convert prospects into opportunities, accounts, and contacts with a single click
  • Fast track lead to deal process
  • Import leads from trade shows, seminars, direct mail, etc.
  • Match sales-ready leads to the right sales people
  • Sales processes as per own best practices (B2B & B2C)

Account Management

  • Customer data across products, geographies, account, and status
  • Loyalty programs
  • Parent-child relationships between customer accounts and their subsidiaries
  • Price quotes, sales orders, and invoices
  • Purchase history to find cross-sell and up-sell opportunities
  • Single database

Effective Follow-up

  • Invite employees, leads, and contacts to meetings and events
  • Log important customer calls
  • Manage recurring events by day, week, month, and/or year
  • Save customer meetings and calls in an intuitive calendar

Website Integration with Forms

  • Catch leads directly into your CRM
  • Create forms with no coding
  • Set rules to simplify lead distribution
  • Upload forms live instantly

CRM Workflow Management

  • Associate tasks to the workflow rules with CRM records
  • Auto schedule the workflow actions at pre-defined intervals
  • Custom functions
  • Email notifications with templates and upon triggering a workflow rule
  • Instant notifications to third party applications via Webhooks
  • Macros automate tasks
  • Workflow alerts while creating or modifying records

Sales Tracking

  • 360-degree view
  • Big deal alert
  • Drag-and-drop customization wizard
  • Free edition
  • Import sales opportunities from third-party solutions and services
  • Monitor sales opportunities across sales cycle
  • Sales Opportunity Management
  • Sales pipeline and sales escalation process


  • Complete visibility based on last activity
  • Identify cold prospects for a sales follow-up
  • Sort records by record owner and module
  • Sort updates by users and modules
  • Stay on top of sales updates in real time
  • Track records that are critical to your business based on your criteria

Sales Forecasting

  • Assess individual and team performance
  • Create, assign, and revise sales quotas
  • Forecast accuracy against commit amounts
  • Fully customizable forecast reports and dashboards
  • Revenue based on data within Zoho CRM


  • Business Card View
  • Customize fields
  • Quick glance at important details of the contact without scrolling or searching


  • Captures, collates and distributes customer email activity within your CRM
  • Create mail merge templates for different modules
  • Get a copy of the email linked to the right lead or contact in CRM
  • Get notification and reply to customer emails within CRM
  • Get updated user info in merged documents
  • Intuitively scans your mailbox and displays only relevant emails
  • Link prospect and customers’ emails with your CRM data
  • Manage templates in secured folders
  • Send emails via your favorite mail client
  • Share emails from prospects based on your own rules

Document Library

  • One document can have multiple versions
  • Quick feedback from colleagues to improve documents
  • Role-based folders, sub-folders
  • Send documents from your CRM
  • Share collateral with your salespeople

Social CRM

  • Comment or like them inside the CRM
  • Engage future prospects from within the social stream
  • Reply to direct messages, likes, and mentions via your brand’s social profile
  • Stay tapped on customers’ interests and updates
  • View social interactions of your brand with prospects

Mobile CRM

  • Capture trade show leads directly into Zoho CRM
  • Digitalize and save business cards on your iPhone
  • Real time access to customer data
  • Receive sales alerts
  • Search customers nearby, create tasks

CRM for Google Apps

  • Create campaigns, email marketing, & autoresponders
  • Custom Modules, API, Webhooks, and Custom Functions
  • Enable security controls, organizational hierarchy, & territories


Pricing of Zoho CRM

Zoho CRM offers a free plan and three paid packages:

Free Plan: 

Ideal for entrepreneurs

  • Up to 3 users and 5,000 records
  • Accounts & Contacts
  • Developer API
  • Lead Management
  • Mobile Access
  • Sales Opportunities
  • Social CRM
  • Web Forms

Standard Plan: $12 /user /month

Ideal for small business sales tracking

  • All Free Plan features, plus:
  • 100,000 records
  • Document Library
  • Email Marketing
  • Marketing Campaigns
  • Product Customization
  • Reports & Dashboards
  • Sales Forecasting

Professional Plan: $20 /user /month

Ideal for SMEs that needs a complete CRM

  • All Standard Plan features, plus:
  • Unlimited records
  • Customer Support
  • Email Integration
  • Inventory Management
  • Mail Merge
  • Role-based Security
  • Workflow Automation

Enterprise Plan: $35/user /month

Ideal for multi-level organizations

  • All Professional Plan features, plus:
  • Advanced Workflow Rules
  • Call Center Connectors
  • Custom Modules
  • Custom Related Lists
  • Help Desk Integration
  • Multiple Currencies
  • Territory Management

About Author

Kate Stephens is a young and creative graphic designer as well as the mastermind behind her own startup company aimed at providing customers with reliable and often cheaper alternatives to various popular brands and products from all possible markets.

Comments are closed.