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Zoho CRM: Low-Cost Customer Relationship Management Software

zoho crm

If you want to grow your small business, you need technology. If you want to give your customers what they want by customizing their experience, you need customer relationship management (CRM) software to help you. CRM software helps you run marketing campaigns, manage leads, offer support services, and in some cases, manage inventory to keep on top of the market. Zoho CRM offers a low-cost and effective option for the small business owner.

I just spent a couple of weeks importing contacts into Zoho CRM for a client of mine, so it is fresh in my mind. It isn’t that he really needed someone to do the tech part, he was simply too busy, so I volunteered to help and then produced this Zoho CRM review. So let’s jump in and get started.

Zoho CRM Review

The screenshot below shows the activity types you can add on a contact and also on specific accounts (in orange).

Zoho CRM Contact Details

Zoho CRM [1] doesn’t look fancy when you use it, but it offers the same services you could pay up to 4x as much for with other software. You can track your sales, connect with your customers, and integrate your CRM account with other apps to expand it into a customized business solution. It even allows you to sync your account with Google Apps.

What I Like:

What I’d Like to See:

Zoho CRM

Zoho CRM can be a little tricky if you are a first-time CRM user. To be fair, that’s pretty standard for CRM. It can take time to wrap your head around.  So, maybe a few more popups to guide you through the basics would help. Overall, Zoho does a great job of providing plenty of self-help information – from blogs to videos. Expect to spend a few days getting it up and running, but paid customers get 24-hour support responses and free customers can expect an email response in two business days. You can tell I don’t have many “complaints” with this service because it handles the basics plus way more.

Zoho offers a free 15-day trial so you can test its paid plans. There are four levels of service available:

The Free level is a basic package that allows three users to access it (pretty good deal, I think).

The Standard level is said to be for small businesses, and offers more reports and customization.  It is $12 per user per month.

The Professional level is $20 per user per month and includes a workflow management and inventory management.

The Enterprise level adds security controls, data storage and duplication and more customization options for $35 per user per month.

Overall, Zoho is a great value for the price.

EDITOR’S NOTE: Updated to reflect pricing levels