Zoho CRM Review: Pros & Cons, Features

The Big Picture of Zoho

Zoho CRM makes it simple for new users to get up and running with a customer relationship management system, which is especially helpful for those who are unfamiliar with the software. The free plan offers just the right amount of the most fundamental features to be useful for an individual user or an extremely small business. In addition, the user interface is straightforward and uncluttered, making it even simpler to pick up and use. This is just one of the many reasons why Zoho CRM is at the top of our list of the best customer relationship management software for small businesses.

Keeping tabs on contacts, leads, accounts, and deals is possible for up to three users with the free plan. You are also able to log events, calls, and notes pertaining to your leads and contacts. You’ll have the ability to set workflow rules in order to automate particular tasks, such as notifying sales to email leads based on a specific date. Your ability to automate tasks is severely restricted on the free plan, and you won’t have access to nearly as many customizable tools. Additionally, there are no analytics available at this level.

You will have access to tools that can assist your sales and marketing teams in a variety of ways if you subscribe to the Standard plan offered by Zoho CRM (which costs $14 per user, per month). You will also receive multiple pipelines, sales forecasting, and rules for lead scoring. A data analysis of key performance indicators (KPIs) as well as the automation of marketing campaigns will also be available to you, although the number of custom reports that you can generate is capped at 100.

On the Professional plan (which costs $23 per user, per month), you won’t get access to very many additional new features; however, certain limits will be removed. When you reach this level, in addition to receiving inventory management, you will also be able to integrate Google Ads with Zoho CRM.

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You can find AI-powered features, such as those that help you predict conversion of leads and sales trends, in Zoho CRM’s top-tier Enterprise and Ultimate plans, which cost $40 and $52 per user, per month, respectively. These features are available in Zoho CRM’s top-tier plans. It’s possible that this level of CRM would be overkill for a small company, but for enterprise-level companies with large sales teams, this is a more cost-effective alternative than some of its more popular competitors.

Additional Advantages

The mobile app for Zoho CRM provides you with speedy access to all of your contacts, leads, notes, and deals. In addition to this, the app makes it simple for you to call leads and customers directly from your mobile device. Both iOS and Android versions of the mobile app can be downloaded.

As was briefly mentioned in the section that came before this one, the more expensive tiers of Zoho CRM come with tools that are powered by artificial intelligence. Discovering the optimal time to get in touch with clients and prospects and setting up an automated system to compile information about them from the emails they send you can be of tremendous assistance.

The Small Print

It is important to note that although the majority of reviews of Zoho CRM are favorable, some customers have expressed dissatisfaction with the company’s customer support. Even though the software is universally praised for its intuitive interface, not everyone is of the opinion that it is simple to use. Integrations with third-party apps and even Zoho’s many services are reportedly difficult to set up, according to some users.

You have a full month to submit a request for a refund on the monthly service it provides (annual subscribers get 45 days). Zoho goes above and beyond to ensure that you are satisfied by providing a buffer period of five days after your renewal date in the event that you forget to cancel your subscription immediately.

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How Zoho CRM Compares to Other Options

When compared to other market leaders like HubSpot and Insightly, Zoho CRM offers a significantly lower price point, as will become abundantly clear if you carry out the aforementioned comparison. In contrast, Insightly does not provide a free plan or free tools to assist users in getting started with organizing and managing contacts and leads. Zoho CRM and HubSpot both provide such options. Even for the lowest-priced plans, Zoho CRM costs only one-half as much as its competitors HubSpot and Insightly. The higher levels of HubSpot’s pricing are astronomical, and the platform is probably not appropriate for use by small businesses. However, limited workflow automation is available for both Zoho CRM and HubSpot, whereas Insightly does not offer this feature. Automation is restricted on the lower-tier plans across the board, but this feature is available for Zoho CRM and HubSpot.

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Is Zoho CRM the Right Choice for You and Your Company?

Because Zoho CRM is such an easy-to-use customer relationship management system (CRM), it is an excellent choice for startups and small businesses that require client and contact management, in addition to sales forecasting and marketing automation features. It’s possible that you won’t have any use for Zoho CRM’s more advanced features, such as its AI-powered tools, but the platform is easy to scale thanks to its five different pricing tiers. Therefore, even if your company expands in the future and your teams require more sophisticated features, those features will still be available to them.

Is it expensive to use Zoho CRM?

Zoho CRM has prices that are comparable to those of its competitors, and it also provides a free plan that can assist you in becoming familiar with CRM software. In the customer relationship management (CRM) industry, some of the biggest names include Salesforce and HubSpot. Zoho CRM, on the other hand, is incredibly affordable, with plans ranging from $14 to $52 per user, per month, if you pay for it annually.

Who would benefit most from using Zoho CRM?

Because Zoho CRM offers a variety of different plans, you can select the one that caters to your requirements the most effectively. Therefore, it is useful for both small and large businesses, but it is particularly helpful for newer, smaller businesses that are in need of a system that can expand along with them. Except for the free plan, all of the other plans include some level of automation as well as the ability to customize and analyze the data.

Techexplains Team

Techexplains Team

We are a team of digital marketing experts with years of experience in website builders. CRM tools, project management software helping businesses of all sizes achieve their marketing goals. We are writing about benefits of using SaaS for businesses, and sharing our top picks for the best tools currently available on the market. Whether you are a small business owner looking to streamline your marketing efforts or a larger enterprise seeking to improve your marketing efficiency, we hope that you will find this useful and informative.