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Zoho CRM

A popular CRM software at a reasonable price.
our rating 4.5 out of 5 Stars

Zoho CRMProduct Overview

  1. About Zoho CRM
  2. Pros of Zoho CRM
  3. Cons of Zoho CRM
  4. Breakdown of core features

Zoho CRM software product overview

Zoho CRM is a popular customer relationship management system from the software company Zoho. Headquartered in Chennai, India and with offices around the world, Zoho makes over 25 different business software products, all of which integrate with Zoho CRM. Over 10 million people use Zoho products.

Zoho CRM is a cloud-based application that includes tools for pipeline management, team collaboration, marketing automation, analytics, artificial intelligence, and more. Zoho offers a full suite of developer tools, including a REST API, a Developer Edition of Zoho CRM, and web and mobile SDKs. This CRM also supports integrations for Google Drive, DocuSign, Mailchimp, LinkedIn, and more.

Pros of Zoho CRM

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Zoho CRM users report easy customization, quality of integrations, and price as the biggest pros of this system. The system is easy to customize out of the box, but developers can take this several steps further using the Zoho CRM Developer Edition. Other Zoho apps play well with Zoho CRM, and integrations with third-party systems are easy to set up and operate smoothly.

Cons of Zoho CRM

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Users report two main drawbacks with Zoho CRM: load times and limited customizability. While this system works well, it does tend to run slower than comparable CRMs. Ease of customization works in Zoho’s favor, but the system doesn’t offer as much room for customization as Salesforce, for instance.

Breakdown of core features

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Pipeline management

Pipeline management in Zoho CRM lets users identify, score, and assign leads to sales people. This feature also includes contact management, deal management, and account management to show sales teams more information about their customers.

Marketing automation

Marketing automation in Zoho CRM helps sales teams generate new leads, create and run ad campaigns, and manage email campaigns. Zoho’s integration with Google Ads shows users which ad groups convert to the most sales. Users can also integrate Zoho CRM with Mailchimp and Zoho Campaigns to create and send emails, surveys, and drip campaigns.


Zoho CRM helps sales teams turn their data into meaningful insights. Using the analytics feature, users can build custom reports, create dashboards, and make sales forecasts. Zoho CRM also offers a territory management tool, which lets users segment customers by geographic location.

Alternatives to Zoho CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 MS Dynamics

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Microsoft Dynamics CRM's automated features and AI help sales teams better understand their customers, know the best time to send an email, and monitor social channels better than ever before. MS Dynamics also includes a direct connection to the business social platform LinkedIn. Their core CRM package—Dynamics 365 Sales—is focused on sales force automation and helping teams find and close opportunities, and comes as a single tool or can be bundled with other business operations tools.

Learn more about MS Dynamics

2 Hubspot

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HubSpot CRM is everything users need to organize, manage, track contacts, and build better relationships with customers. Eliminate spreadsheets, manage pipeline, get better customer insights, and speed up sales. The CRM will also let your entire company operate off of one source of truth about the contacts in your database instead of sharing spreadsheets or finding emails. Every interaction is stored in a timeline, including notes about the contact and the content they’ve consumed.

Learn more about Hubspot

3 Nimble

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Nimble combines the strength of a traditional CRM with contact management, social media, sales intelligence, and marketing automation to deliver relationship insights to help professionals build better work relationships in a multi-channel world. The software integrates productivity apps to gather user contacts, communications, calendar, and collaborations in one platform and draws data from popular social media channels including Facebook, LinkedIn, and Twitter.

Learn more about Nimble

(Last updated on 03/04/2022 by Forrest Brown)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
  • Works Best For
    Any Sized Businesses




Features and Integrations

  • Contact Management
  • Customer Management
  • Lead Management
  • Sales Forecasting
  • Task Management
  • Custom Fields / Forms
  • Email Marketing
  • eCommerce
  • Order Management

Platform Features

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  • Analytics
  • Dashboards
  • Mobility
  • Cloud Platform
  • Mobile Application
  • Collaboration Tools
  • Document Management / Sharing
  • Real-time Analysis
  • Time Tracking
  • Access Control
  • API
  • Automatic Notifications
  • Report Builder
  • Google Drive
  • Social Media Integration
  • eCommerce Integration
  • Microsoft Outlook
  • Zapier
  • Gmail
  • Google Calendar
  • Mailchimp
  • Docusign
  • QuickBooks
  • FreshBooks
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