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

"We switched to Zoho CRM from Salesforce at the beginning of the 2018 year. It's used track both prospects, clients, sales, referrals, etc. It's used by Sales, Billing, and Account Management. It helps with tracking and analytics for our Sales. It au...tomates some processes such email campaigns and custom templates." - Dominic Johnson

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

How can Zoho CRM enhance your Engagement Management process?

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.

"...We are able to track our calls with them, emails, set up templates, follow lead status, convert unqualified leads to qualified...." Peer review by Sarah Lohsl, Sales Associate, ICANotes LLC

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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.

"...The things i like about Zoho CRM are: We were able to solve marketing problems at the business level and publicize the brand at the commercial level, the tools they give us are very good, be satisfied with the result, and the most important thing helps us to sell better and faster and smarter, What I like most is that it has a friendly interface and an unbeatable value, live chat, email, telephone, for this reason I recommend the product to be used because it gives positive results for the company, we like that sales are closed in less time thanks to its effective program since it has all the integrated marketing systems that allow us a quicker and more direct contact with our customers...." Peer review by Goodness L, Software Developer

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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.

"...It helps us to manage our customers send emails and also manage subscription...." Peer review by Verified Reviewer, Information Technology and Services

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Why is Zoho CRM the best choice 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.

"...It is a tool created to properly manage lead management within web pages...." Peer review by Ruben L, Mobile Lead

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Why is Zoho CRM the best choice 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.

"...We use it for everything sales and marketing, including email campaigns, workflows, tracking calls, management of contacts, entering proposals...." Peer review by Administrator

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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
Dominic Johnson Sales ICANotes LLC	We switched to Zoho CRM from Salesforce at the beginning of the 2018 year. It's used track both prospects, clients, sales, referrals, etc. It's used by Sales, Billing, and Account Management. It helps with tracking and analytics for our Sales. It automates some processes such email campaigns and cu...stom templates. Testimonial By Dominic Johnson
Michael McMillan Chief Stategist ONE, Inc	Not only did I find a CRM solution but a platform that would allow me to lower my monthly tech spend by $6k - $11k while centralizing all my data for better business intelligence. Testimonial By Michael McMillan
Ron Sherwood Senior Account Manager Novus Media Today Group, LLC	We have used Zoho to manage the sales and marketing process. It is used by both the sales and marketing teams to monitor and track sales leads and opportunities, and we have used Zoho Campaigns for email marketing. Because of its integration with the Zoho suite of business tools, Zoho can address m...ost all of the requirements of our sales and marketing teams. If you need a very basic CRM, there may be other options that are simpler to use or set up. But if you need a full-function CRM, and particularly if you use the interface with campaigns and email, it is an excellent choice. Zoho CRM is also one of the few CRMs that supports inventory (products), price books, quotations, sales orders, purchase orders and invoices. Testimonial By Ron Sherwood

CUSTOMERS	TESTIMONIALS
Dominic Johnson Sales ICANotes LLC	We switched to Zoho CRM from Salesforce at the beginning of the 2018 year. It's used track both prospects, clients, sales, referrals, etc. It's used by Sales, Billing, and Account Management. It helps with tracking and analytics for our Sales. It automates some processes such email campaigns and cu...stom templates. Testimonial By Dominic Johnson
Michael McMillan Chief Stategist ONE, Inc	Not only did I find a CRM solution but a platform that would allow me to lower my monthly tech spend by $6k - $11k while centralizing all my data for better business intelligence. Testimonial By Michael McMillan
Ron Sherwood Senior Account Manager Novus Media Today Group, LLC	We have used Zoho to manage the sales and marketing process. It is used by both the sales and marketing teams to monitor and track sales leads and opportunities, and we have used Zoho Campaigns for email marketing. Because of its integration with the Zoho suite of business tools, Zoho can address m...ost all of the requirements of our sales and marketing teams. If you need a very basic CRM, there may be other options that are simpler to use or set up. But if you need a full-function CRM, and particularly if you use the interface with campaigns and email, it is an excellent choice. Zoho CRM is also one of the few CRMs that supports inventory (products), price books, quotations, sales orders, purchase orders and invoices. Testimonial By Ron Sherwood

Case Studies

CASE STUDY Sparex

Zoho Analytics helped Sparex fix data problems from 18 subsidiaries. Before, teams used different systems and had conflicting data. Meetings stalled because no one trusted the numbers. With Zoho Anal...ytics, Sparex now syncs 15 million rows of data daily. Teams get custom dashboards and can make their own reports. Report requests dropped from 1-2 per hour to 1-2 per week. One insight from Zoho Analytics led to $1.4 million in extra sales by repricing slow-moving stock.

CASE STUDY SERGAS

Zoho Connect helped SERGAS, a leader in the gas industry, solve problems with scattered communication and poor task management. The company used Zoho Connect to create a single platform for all teams.... This made it easier to share updates, assign tasks, and work together. Teams in customer service, operations, and sales now communicate better and finish work faster. SERGAS recommends Zoho Connect for any business that wants to improve teamwork.

CASE STUDY ProEducation Solutions

Zoho Sign helped ProEducation Solutions speed up their document signing process. Before, paperwork took weeks and was hard to manage. Other e-signature tools were expensive and hard to use. Zoho Sign... made signing fast, easy, and affordable. The team liked the flexible pricing and simple web portal. Now, all paperwork is automated and secure.

CASE STUDY Taobé Consulting

Zoho Webinar helped Taobé Consulting improve client communication and boost productivity. The company used interactive Q&A, webinar recordings, and registration insights to engage more clients. They ...saw a 30% increase in webinar registrations and a 40% rise in productivity. The platform made it easier to reach more clients and cut costs. Taobé Consulting became more visible and trusted in their industry.

CASE STUDY Shortlist Recruitment

Zoho Recruit helps Shortlist Recruitment, a technical recruitment agency, place candidates faster than competitors. The team uses Zoho Recruit for quick searches, custom tags, and easy customisation.... The platform supports operations in both the UK and USA. Shortlist Recruitment values Zoho Recruit's cost-effectiveness and strong GDPR compliance. SMS integration lets them reach job seekers discreetly during work hours.

CASE STUDY Mistras Group

Zoho CRM helped Mistras Group move from scattered records to a unified sales system. Before, salespeople used Rolodexes and spreadsheets, causing duplicate data and missed targets. With Zoho CRM, the...y now track leads, contracts, and operations in one place. Custom modules and workflow rules improved data accuracy and reporting. The team can now spot high-value clients and make better business decisions.

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

Disqus

4.17 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

MongoDB

4.49 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Proof

4.59 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

KONNEKTIVE CRM

4.0 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Wordpress

4.53 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

Customer 15/10/2025

NIC brings Government of India offices to the cloud using Zoho Workplace: Customer Story

Zoho has been selected by the National Informatics Center (NIC) to migrate the Government of India's email and office suite services to a secure cloud environment. This involves deploying a custom version of Zoho Workplace, enhancing security and collaboration for government departments. The migration, which began in 2023, has already transitioned over 11 lakh accounts, with plans to continue expanding across ministries.

Product 15/10/2025

Introducing learning paths in Zoho Learn

Zoho has introduced "learning paths" in Zoho Learn, enhancing its LMS with structured training programs. This feature allows users to create curated course sequences for goals like onboarding and compliance training. It supports unlimited courses per path, mandatory course settings, and automated reminders, fostering efficient and goal-driven learning.

Product 07/10/2025

Simplify salary disbursals in Zoho Payroll with Payouts by Zoho Payments

Zoho Payments introduces Payouts, a feature enabling direct salary disbursements from Zoho Payroll without external banking portals. This integration simplifies payroll processes, enhances security with OTPs, and offers real-time tracking and reporting. Users can request early access to streamline salary payments efficiently.

Partnership 07/10/2025

Zoho and Axis Bank: Bringing connected banking to modern businesses

Zoho and Axis Bank have launched a connected banking solution, integrating Axis Bank accounts with Zoho Finance apps like Books, Inventory, Expense, and Payroll. This integration streamlines financial management by automating data flow, enabling direct vendor payments, simplifying reconciliation, and ensuring timely payroll processing. The service is initially available in Zoho Books, with plans to expand to other Zoho apps.

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

How can Zoho CRM enhance your Engagement Management process?

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

What benefits does Zoho CRM offer for Communication Management?

Why is Zoho CRM the best choice for Lead Management?

Why is Zoho CRM the best choice for Workflow Management?

Customer Testimonials

Case Studies

CASE STUDY Sparex

CASE STUDY SERGAS

CASE STUDY ProEducation Solutions

CASE STUDY Taobé Consulting

CASE STUDY Shortlist Recruitment

CASE STUDY Mistras Group

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

PDFfiller

Shopify

Typeform

SignNow

Docparser

Disqus

MongoDB

Proof

KONNEKTIVE CRM

Wordpress

Software Failure Risk Guidance

Zoho Corporation Pvt. Ltd News

NIC brings Government of India offices to the cloud using Zoho Workplace: Customer Story

Introducing learning paths in Zoho Learn

Simplify salary disbursals in Zoho Payroll with Payouts by Zoho Payments

Zoho and Axis Bank: Bringing connected banking to modern businesses

Zoho Corporation Pvt. Ltd Profile