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Bonfire Rating: 4.8/5 Zoho CRM is the secret weapon for SMBs looking to scale with ease!
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Zoho CRM
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Deal, Lead, & Contact Management Tools
Customizable Pipelines & Dashboards
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/*! elementor - v3.14.0 - 26-06-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Trying to find the right CRM software can be a struggle without help. Choosing the wrong one can waste precious time and money you could be spending on your business. I’m AJ—here to cut through the noise and help you decide. I’ve grown my business over the last decade to a successful seven-figure exit , all while using every CRM platform under the sun. I acquired Small Business Bonfire (SBB) to empower entrepreneurs to make their dreams a reality in a fraction of the time it took me. So let’s look at one of my all-time favorite CRM platforms I’ve used building my business—Zoho CRM. The SBB team and I took our time (3 months, in fact) with the platform to bring you the most in-depth Zoho CRM review possible ! Let’s dig in! Also, check out our list of the Best Small Business CRM for even more info when you finish reading!
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You Can Trust Small Business Bonfire Small Business Bonfire has been testing and rating thousands of business software Since 2009. The goal? To help you (Bonfire Nation) start & grow your business. To learn how we do our testing, please read this article here.
/*! elementor - v3.14.0 - 26-06-2023 */
.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} What is Zoho CRM?
Zoho is a cloud-based customer relationship management (CRM) tool designed to help you do the following: Scale your business Get organized Automate your business Foster team collaboration Nurture the customer lifecycle from start to finish Zoho CRM is chock-full of features that make life easier for all your teams . But don’t just take our word for it; we extensively tested the platform to take the guesswork out of the equation. Some Zoho CRM features include the following: Automation capabilities Contact management Omnichannel support Project management Deal management Reporting & analytics Lead management Task management The customer relationship management solution is perfect for small and midsize businesses (SMBs) looking to scale to the enterprise level. It’s also a great fit for startups due to its free plan, affordable pricing, and helpful CRM tutorials. Honestly, Zoho CRM is one of our all-time favorite platforms we’ve tested due to its sheer power and accessibility.
Pros and Cons of the Zoho CRM
Let’s look at the pros and cons of Zoho to give you a truly honest review.
Zoho CRM Pros
Impressive workflow, sales, and marketing automation
Helpful Zoho analytics
Clean, user-friendly interface
Affordable pricing
Powerful contact, lead, and deal management
Advanced customization features
Zoho CRM Cons
The free version is limited to three users and lacks advanced features
Lacks advanced marketing features
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Try Zoho For Free!
Who is Zoho CRM Best Suited For?
Zoho CRM is a jack of all trades (and master of a lot), but let’s narrow it down some. Here’s who we think Zoho CRM is best suited for: Small businesses – Small businesses can benefit from Zoho CRM’s scalable pricing plans, powerful tools to manage contacts, and team collaboration features. Midsize businesses – Midsize businesses can utilize Zoho’s more advanced features, such as workflow automation, detailed analytics, and omnichannel support. Startups – With Zoho’s free plan, there’s essentially no barrier to entry for startups. Even though the free plan is somewhat limited, there’s no risk, all reward for startups with three or fewer users. Sales teams – Zoho is a no-brainer for sales teams looking to nurture more leads, close more deals, and streamline the customer lifecycle from start to finish. The platform also offers sales automation features to help empower your sales teams across the board.
Who is Zoho CRM Not Suited For?
Let’s face it—Zoho isn’t for everyone.
Here’s who it may not be the best fit for:
Enterprises – While Zoho is great up to an enterprise level, there are probably more suitable products focusing on larger teams and high-profile customers.
Large marketing agencies – Zoho offers some basic marketing features like marketing campaigns and social media integration; however, if you’re running a large marketing-based business, you’ll probably want to look elsewhere.
Zoho CRM Software Pricing
Zoho offers a free plan in addition to four affordable paid plans. They are the following: Free Version – Free for up to three users Zoho Standard – $14/month per user Zoho Professional – $23/month per user Zoho Enterprise – $40/month per user Zoho Ultimate – $52/month per user
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How Does Zoho CRM Pricing Compare?
We’ve established that we love Zoho at Small Business Bonfire, but how does it stack up against the competition? Well, let’s look at it compared to three of the most formidable opponents in terms of both pricing and features. Zoho CRM – $14/month per user Free for up to three users Powerful contact, deal, and lead management Great workflow automation Multiple pipelines Advanced customization HubSpot CRM – $50/month for 2 users Free for one user Basic contact, deal, and lead management Limited workflow automation Multiple pipelines Advanced customization Pipedrive – $14.90/month per user No free plan Basic contact, deal, and lead management No automation on the basic plan Multiple pipelines Advanced customization Copper CRM – $29/month No free plan Basic contact, deal, and lead management No automation on the basic plan Multiple pipelines Basic customization So there you have it—some of the most impressive CRM platforms on the market. So, which one is the winner? Well, in terms of the most affordable, we have Pipedrive at $14.90/month and Zoho CRM at $14/month . Both platforms are close at first glance, but when you factor in that Pipedrive charges extra for project management ( $8/month ) and its LeadBooster feature ( $32.50/mont h), Zoho CRM is the clear winner . In terms of features, Zoho also wins out in our estimation. This is because it offers automation at every pricing tier, a free plan for three users, and advanced customization. If you’re in the market for an awesome CRM that won’t break the bank, our vote is Zoho almost every time .
Zoho CRM Pricing Tips
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Annual Plans Save Users can save up to 34% with Zoho by paying upfront for an annual plan.
Free Trial Zoho offers a 15-day free trial so you can get started without having to commit with your wallet!
Free Plan Zoho offers a free plan for up to three users. It's perfect for smaller companies that don't need all the bells and whistles of a more advanced paid plan.
Zoho CRM Core Features
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Contact Management
Contact management is a core function of any great CRM. So, we're happy to say that Zoho offers some of the best contact management in the game! For starters, we were able to import some of our B2B affiliate marketing contacts from Small Business Bonfire. Specifically, we tested how easy it was to import our contacts from another CRM, in this case, Apptivo. Here are the steps we followed: We navigated to Apptivo, where we exported our contacts to a CSV file. Then, we clicked "import contacts." Next, we selected "from file." Finally, we selected "add as new contacts." We waited a few seconds, and our contacts were automatically synced ! The process took us less than 5 minutes , and we were in business. To fully test the CRM software, we also made sure to manually add contacts. Here's the "create contact" screen to give you a better idea. Some of the customer data fields we were able to fill out included the following: Contact owner First and last name Account name Email, phone, and mobile Lead source Vendor name All-in-all, we thought managing contacts with Zoho CRM was fantastic from start to finish. It's as user-friendly as it is powerful (which is saying something)!
Deal Management
Deal management is another major cornerstone of any customer relationship management solution. Before adding in our deals, we wanted to ensure our pipeline was customized to our specific needs at Small Business Bonfire. Luckily, Zoho CRM made it easy to do just that ! We navigated to our settings and clicked "create pipeline" (shown below). We named our new pipeline "Affiliate Partnerships" and were able to easily customize our layout and the stages of the pipeline . From there, we created a new deal with just one click and filled a few fields out. Here's how it looked from our view (to give you a better idea). With our affiliate partnerships put in, we liked how we were able to view our deal pipelines in the following different views: Tile Table List Kanban With all of these options, it was tough to pick a favorite! But ultimately, we used the Kanban view the most during our three-month testing. Here's how it looked from our perspective. Ultimately, deal management with Zoho is top-notch! From the streamlined user interface to the personalized customization options, it's a clear standout in its field .
Omnichannel Support
Allow me to introduce you to Zoho CRM's not-so-secret weapon—omnichannel support. This feature is like a Swiss Army Knife for your customer engagement needs, offering many handy tools that can take your lead nurturing to the next level ! Zoho offers the following channels: Email Telephony Business Messaging Notification SMS Social Chat Signals Portals At Small Business Bonfire, we swear by using email to communicate with most of our clients. So, naturally we set up our email right away. Zoho offers the following seamless email integrations: Zoho Mail Gmail Yahoo Mail Office 365 Outlook We configured our Gmail account with just a few clicks and then sent emails out like nobody's business! Here's how the integration process looked. While we mostly used email to contact our clients throughout our testing, we also loved the live chat offering of Zoho . So, if you want to stay ahead of the game and provide top-notch customer service, you better hop on the omnichannel support train. Zoho CRM has got you covered, my friend.
Automation Tools
Automation is the name of the game when it comes to managing your business. And guess what? Zoho has got you covered with its automation tools! Let's explore the different types of automation you can expect from this CRM powerhouse. Sales force automation: Create automated workflows to assign leads to your sales team based on criteria such as location and product interest. Set up automatic follow-up emails or reminders for your team members to ensure no lead falls through the cracks. Take advantage of the pre-built reports to understand your sales trends better and identify bottlenecks in your sales pipeline. Use the AI-powered lead scoring feature to prioritize leads based on their behavior and engagement with your brand. Marketing automation: Create personalized emails and newsletters with the drag-and-drop email editor to nurture your leads and customers. Use email tracking to monitor your messages' open and click-through rates and tweak them accordingly. Set up automated drip campaigns to deliver targeted content to your prospects based on their interests and behaviors. Leverage social media integrations to automate your social presence and engage with your followers. Workflow automation: Use Blueprint, Zoho's visual process builder, to create custom workflows for various departments and teams. Automate repetitive tasks such as data entry, lead assignment, and follow-up reminders. Integrate with your favorite apps and tools to streamline your workflows further. Enable autoresponders to send out personalized messages to specific triggers and events. Here's an example of basic workflow automation we created to notify our team whenever a new deal was created.
