Zoho CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Zoho CRM
Brand: Zoho CRM
Rating: 4.15 (23063 reviews)

4.15 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(23063)

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

AI Powered

Zoho CRM Overview

Zoho CRM is an online software that manages sales, marketing, and support in one platform. Trusted by over 100 million users worldwide, a free trial is available.

Use Cases

Customers recommend Engagement Management, Contact List Management, Communication Management, as the business use cases that they have been most satisfied with while using Zoho CRM.

Other use cases:

Lead Management
Workflow Management
Lead Tracking
Sales Document Management
Helpdesk Management
Social Media Management
Collaboration

See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Zoho CRM.

Other priorities:

Increase Sales & Revenue
Improve ROI
Improve Internal Communications
Grow Market Share
Scale Best Practices
Enter New Markets Internationally Or Locally
Improve Efficiency
Launch New Products
Improve Stakeholder Relations
Improve Digital And Social Presence
Improve Consistency
Build Brand Awareness
Improve Brand Engagement
Shorten Ramp Up Time
Improve Visibility
Establish Thought Leadership
Increase Customer Life Time Value

See all business priorities See less business priorities

Zoho CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Zoho CRM works with different mediums / channels such as E-Mail. and Phone Calls.

Zoho CRM's features include Dashboard, Personalization, Recording, etc. and Zoho CRM support capabilities include AI Powered, Phone Support, Email Support, etc. also Zoho CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"When it came to home working, our team adapted instantly. Every application we use is cloud-based including the Zoho suite, so working remotely wasn’t a stretch for us. Zoho facilitates that." - Martin Pierce

Zoho CRM, Less Annoying CRM, Teamgate CRM, ClickUp, Pipeliner CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Zoho CRM

Top Industries

Computer Software
Information Technology and Services
Marketing and Advertising

Popular in

Small Business
Mid Market
Enterprise

Zoho CRM is popular in Computer Software, Information Technology And Services, and Marketing And Advertising and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Zoho CRM Use Cases

Why is Zoho CRM the best choice for Engagement Management?

Zoho CRM enables users to manage interactions with clients and potential clients across various channels, including email, social media, and website visits. It facilitates tracking email engagement, setting reminders, and scheduling follow-up activities. However, the support system has limitations in terms of follow-up and engagement with users. The platform's effectiveness for non-technological users requires further development.

"...It gives the best storyline of a user interacting with product website. ...." Peer review by shashank s., software developer, Computer Software

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Why is Zoho CRM the best choice for Contact List Management?

Zoho CRM facilitates contact list management through features that enable contact input, generation, and organization. It allows users to mass email contacts and manage sales funnels. Users can leverage integrations with social media platforms like Twitter, Facebook, and Google+, as well as Google and QuickBooks, for enhanced contact management and marketing efforts. The platform is limited in its ability to provide a simple list view of contacts for making changes, which can hinder efficiency.

"...Emails, live chats and telecommunication are its best feature which enable us to track our customer and contact them at the time of need, we can call customer by single click and explain them about quality and features of product which is big opportunity for us to tackle them for further deals...." Peer review by Corey T, Supervisor

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What benefits does Zoho CRM offer for Communication Management?

Zoho CRM offers communication management capabilities including email marketing, campaign management, and automated workflows. It enables users to create and send emails, track their performance, and manage subscriptions. While it provides basic features, it lacks robust tracking and monitoring functionalities for leads, and lacks features for managing online communities or business expenses.

"...We were up and running in a few minutes sending out email blasts to potential students...." Peer review by Aspen O., Education

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What Are the key features of Zoho CRM for Lead Management?

Zoho CRM provides comprehensive lead management capabilities, including lead tracking, organization, and analytics. It offers seamless integration with other tools, such as live chat, phone, and social media, streamlining lead generation and management. However, Zoho CRM may be limited for organizations requiring lead transfers to external entities.

"...Overall it has helped me manage my leads in a very organized manner and gives detailed insights...." Peer review by Mohamed Y., Business Development - South, Computer Software

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What benefits does Zoho CRM offer for Workflow Management?

Zoho CRM provides a robust platform for workflow management, allowing users to customize and automate processes, create templates, and track progress. This includes managing contacts, campaigns, and generating reports. Zoho CRM is well-suited for companies with simple sales cycles, but it lacks flexibility for complex workflows with dynamic form layouts or multiple forms.

"...Not so good when you want to use multiple workflows and have several different forms per record types...." Peer review by Brian Walsh, BA/PM, Lucid Switch

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52 buyers and buying teams have used Cuspera to assess how well Zoho CRM solved their CRM needs. Cuspera uses 23063 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Martin Pierce CEO Zahara Systems Pvt Ltd	When it came to home working, our team adapted instantly. Every application we use is cloud-based including the Zoho suite, so working remotely wasn’t a stretch for us. Zoho facilitates that. Testimonial By Martin Pierce
Remar B Search Engine Marketing Manager Acquire BPO	If you're having a hard time with the integration of your CRM system, then the CRM system is not good. Seamless integration is the another best feature of Zoho. This CRM offers plenty of integration, from Office Suite, Telephony, Messaging, Events and meetings, Finance, Quote Management, Marketing ...Automation, Social Media, and many more. Testimonial By Remar B
Brent Faas Business Partner Advanced Nano Emulsions	Zoho CRM is a very comprehensive suite of software products that you can integrate to help you handle all the operations of your company. And the support is excellent. The response time when I call in is excellent. Very impressed. I have used other CRM packages and never have I been so satisfied wi...th a solution. Testimonial By Brent Faas

CUSTOMERS	TESTIMONIALS
Martin Pierce CEO Zahara Systems Pvt Ltd	When it came to home working, our team adapted instantly. Every application we use is cloud-based including the Zoho suite, so working remotely wasn’t a stretch for us. Zoho facilitates that. Testimonial By Martin Pierce
Remar B Search Engine Marketing Manager Acquire BPO	If you're having a hard time with the integration of your CRM system, then the CRM system is not good. Seamless integration is the another best feature of Zoho. This CRM offers plenty of integration, from Office Suite, Telephony, Messaging, Events and meetings, Finance, Quote Management, Marketing ...Automation, Social Media, and many more. Testimonial By Remar B
Brent Faas Business Partner Advanced Nano Emulsions	Zoho CRM is a very comprehensive suite of software products that you can integrate to help you handle all the operations of your company. And the support is excellent. The response time when I call in is excellent. Very impressed. I have used other CRM packages and never have I been so satisfied wi...th a solution. Testimonial By Brent Faas

Case Studies

Education

CASE STUDY Valmiki Group

Zoho Contracts helped Valmiki Group centralize contract storage and automate renewals. The team managed nearly 80 contracts monthly and struggled with scattered documents and missed renewals. Zoho Co...ntracts provided a central repository, automated reminders, and easy search features. The solution improved access, sped up processes, and reduced missed renewals. Real-time collaboration and digital signatures made contract management easier for staff and counselors.

Financial Services

CASE STUDY TagniFi

Zoho Billing helped TagniFi move from manual Excel tracking to automated subscription management. TagniFi struggled with time-consuming invoicing and payment collection, leading to billing errors and... lost time. Zoho Billing automated invoicing, payment reminders, and integrated with Stripe and Zoho Books. This saved the team a huge amount of time and improved their subscription renewal process. TagniFi now manages billing, payments, and bookkeeping more easily, supporting their growth.

Medical Devices

CASE STUDY Agappe Diagnostics

Zoho CRM helped Agappe Diagnostics manage sales and service in one system. Before, Agappe used many tools and had no single view of customers. Zoho CRM gave field agents a mobile app with all custome...r info. The company now has better reporting and a 360-degree customer view. Agappe saw an 80% increase in productivity and higher operational efficiency.

Consumer Goods

CASE STUDY Zepto

Zoho Expense helped Zepto speed up employee reimbursements. Zepto used features like Autoscan of invoices, approval workflows, and spend insights. Employees could file expenses in seconds instead of ...minutes. The system reads data from invoices and enters it automatically. Zepto praised Zoho Expense for its customer support and policy violation detection.

Information Technology and Services

CASE STUDY Tech Mahindra

Zoho Assist helped Tech Mahindra boost productivity by 20%. The device engineering team needed secure, remote access to global lab systems without installing software. Zoho Assist provided browser-ba...sed remote access and strong security. Engineers could work remotely, collaborate in real time, and transfer files instantly. The tool supported multi-monitor setups and unattended access, making daily work faster and more efficient.

Marketing and Advertising

CASE STUDY UENI

Zoho Billing helped UENI, a London-based tech company, manage its subscription billing for small business clients. UENI needed a recurring billing solution with strong APIs and automation. They chose... Zoho Billing for its integration and ease of use. UENI quickly set up monthly and yearly plans across multiple countries. Automation with Zoho Billing's APIs and webhooks let UENI focus on business growth, not billing complexity.

Frequently Asked Questions(FAQ)

for Zoho CRM

What is Zoho CRM?

Zoho CRM is a relationship management tool designed for the sales and marketing professionals to help them garner more leads, interact & engage with consumers, and boost both sales and revenue.

The tool can be leveraged to automate workflow and eliminate redundancies through its sales force automation feature which includes Lead Management, Deal Management, Contact Management and Workflow Automation. Apart from this platform also offers process management, omnichannel communication, analytical reports and capabilities, sales enablement, team collaboration, performance management and predictive sales & intelligence.

Zoho CRM offers integration with third party tools like Google Ad, DocuSign, MailChimp, LinkedIn Sales Navigator, etc. Using these integrations, it allows comparison of campaigns against sales helping to monitor spending and identifies campaign success.

What is Zoho CRM used for?

Zoho CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engagement Management, Contact List Management and Communication Management .

What are the top features of Zoho CRM?

Dashboard, Personalization and Recording are some of the top features of Zoho CRM.

Who uses Zoho CRM?

Zoho CRM is used by Computer Software, Information Technology And Services and Marketing And Advertising among other industries.

What are Zoho CRM alternatives?

Less Annoying CRM, Teamgate CRM, ClickUp and Pipeliner CRM are popular alternatives for Zoho CRM.

Where is Zoho CRM located?

Zoho CRM is headquartered at 4141 Hacienda Drive, Pleasanton, California 94588, USA.

Peers used Zoho CRM for engagement management and contact list management

Zoho CRM Competitors

More Zoho CRM Alternatives...

Zoho CRM Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	4.65/5 ★ Read Reviews (111)
Analytics	4.53/5 ★ Read Reviews (618)
Custom Reports	3.85/5 ★ Read Reviews (2773)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	4.65/5 ★ Read Reviews (111)
Analytics	4.53/5 ★ Read Reviews (618)
Custom Reports	3.85/5 ★ Read Reviews (2773)

Zoho CRM Integrations

Zoho CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.05/5 ★

Read Reviews (1399)

Data Import

3.87/5 ★

Read Reviews (2812)

Few API Integrations for Zoho CRM

Algolia

4.58 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Bitly

4.64 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Dropbox

4.51 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Wrike

4.3 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Pingdom

4.4 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

for Zoho CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Zoho CRM

Zoho Corporation Pvt. Ltd News

Product 10/09/2025

Zoho unveils AI-Powered next-gen scanning solution Zoho Scanner

Zoho has launched an advanced version of Zoho Scanner, an AI-powered application that enhances document management with features like automatic edge detection, image quality enhancement, and OCR with multi-language support. It includes AI-based auto-tagging, translation in 22+ languages, and cross-platform sync, integrating with Zoho's ecosystem for a seamless user experience.

Product 08/09/2025

Zoho Scanner app gets AI-powered auto-tagging, translation features

Zoho has updated its Scanner app with AI-powered auto-tagging, categorization, and translation features for over 22 languages. These enhancements improve document management by automatically organizing files and enabling seamless syncing across devices, enhancing productivity and accessibility.

Product 08/09/2025

Zoho launches AI-powered scanner app with enhanced features

Zoho has launched Zoho Scanner 2.0, an AI-powered scanning app offering features like automatic edge detection, image enhancement, and text extraction. It supports 22 languages, including Hindi and Tamil, and allows cross-platform document management. The app aims to enhance document management for businesses and individuals with AI-based auto-tagging and categorization.

Product 03/09/2025

Zoho Contracts Adds AI and CRM Links to Speed Small-Biz Deals

Zoho enhances its contract lifecycle management platform, Zoho Contracts, with AI and CRM integrations to streamline small business operations. The updates include an AI assistant for drafting and risk assessment, deeper integration with Zoho CRM for seamless contract generation, and expanded e-signature capabilities via Zoho Sign. These features aim to reduce errors, speed up contract cycles, and improve visibility, benefiting small businesses by consolidating contract management processes.

More Zoho CRM News...

Zoho Corporation Pvt. Ltd Profile

Company Name

Zoho Corporation Pvt. Ltd

Company Website

https://www.zoho.com/

Year Founded

1996

HQ Location

4141 Hacienda Drive, Pleasanton, California 94588, USA

Employees

1001-5000

Social

Financials

PRIVATE

Zoho CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

Failure Risk for Zoho CRM ?

Zoho CRM Overview

Use Cases

Business Priorities

Zoho CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Zoho CRM Use Cases

Why is Zoho CRM the best choice for Engagement Management?

Why is Zoho CRM the best choice for Contact List Management?

What benefits does Zoho CRM offer for Communication Management?

What Are the key features of Zoho CRM for Lead Management?

What benefits does Zoho CRM offer for Workflow Management?

Customer Testimonials

Case Studies

CASE STUDY Valmiki Group

CASE STUDY TagniFi

CASE STUDY Agappe Diagnostics

CASE STUDY Zepto

CASE STUDY Tech Mahindra

CASE STUDY UENI

Frequently Asked Questions(FAQ)

What is Zoho CRM?

What is Zoho CRM used for?

What are the top features of Zoho CRM?

Who uses Zoho CRM?

What are Zoho CRM alternatives?

Where is Zoho CRM located?

Peers used Zoho CRM for engagement management and contact list management

Zoho CRM Competitors

Zoho CRM Features

Zoho CRM Integrations

unbounce

PDFfiller

WPForms

Kajabi

Avochato

Algolia

Bitly

Dropbox

Wrike

Pingdom

Software Failure Risk Guidance

Zoho Corporation Pvt. Ltd News

Zoho unveils AI-Powered next-gen scanning solution Zoho Scanner

Zoho Scanner app gets AI-powered auto-tagging, translation features

Zoho launches AI-powered scanner app with enhanced features

Zoho Contracts Adds AI and CRM Links to Speed Small-Biz Deals

Zoho Corporation Pvt. Ltd Profile