Zoho.com Lead Management Review

Zoho.com is an all-employing suite of software for multiple business purposes, from omnichannel customer service to lead management to predictive analytics, brought to you by the eponymous Indian technology giant. Hundreds of tools are divided into six major bundles – CRM, Finance, Workplace, People, IT Management, and Marketing – to cater to every businessman regardless of their needs and wants.

The very special product from Zoho is Zoho CRM, advanced customer relationship management software for growing your ROI exponentially through optimizing marketing campaigns, enhancing the customer journey, and measuring the performance of all participants of the cycle.

Working well for any niche, Zoho is nevertheless focused on small and mid-sized teams –although the enterprise plan is there as well – as the synergy of the functionality, flexibility, and has proven to work best for companies, departments, and teams that haven’t reached their peak yet.

Industries and Companies

Trusted by 80 million users globally, including giants like Renault, Hyundai, Levi’s, Philips, Whirlpool, and more, Zoho is mainly used in the United States and India, by companies with up to 10 employees and $10 million in annual revenue.

Whether information technology, computer software, retail, marketing, or any other of the many markets, Zoho transforms companies into technology-enabled businesses of immense automation and scaling potential. Business-agnostics, it puts algorithms on guard for your success.

Meta Rating

Ratings are the fly in the ointment for Zoho. Perfect on the surface, the company has received a pretty low average of 3.62 out of 5 according to Software Advice, G2, Trustpilot, and Crozdesk. All four reviewers have put Zoho behind other prominent lead management solutions, such as Callrail, Hubspot, and Copper.

Best Features

The limitedness of the free version and possible delays in customer support are arguably the only drawbacks of Zoho, but nowhere near the dealbreakers. The pros largely outweigh the cons, as any business can find value in this all-encompassing ecosystem.

Ease of Setup and Use

With or without the help from Zoho team; integration and initial configuration of the software won’t take long. Step-by-step guides simplify the onboarding to the point when you just follow on-screen instructions.

Flexibility

Customization is what Zoho is known for. Most, if not all, features can be customized for your target audience, the convenience of your team, or just the way you see it.

Scalability

High-end automation allows for limitless scaling, when you can process hundreds and thousands of requests simultaneously with no manual labor involved, saving time and money.

Free Trial

Even though the trial plan doesn’t contain too many features, what’s inside must be enough to get the hang of the software with further upgrading to Standard, Professional, Enterprise, or Ultimate.

Market Share and Forecast

With over 12,000 employees, $650 million in net profit, and total assets valued at over $570, Zoho seems to be in a great spot. The funny thing is, Zoho itself offers a revenue forecaster on its website, to find out how fast your business will grow. For that, you need to set your current MRR (monthly recurring revenue), average revenue growth, revenue churn, and time projection.

Zoho isn’t traded on exchanges, but it doesn’t prevent it from competing with such solutions as Hubspot and Zoho. With almost just as much traffic as Hubspot gets, Zoho is pretty popular among new CRM users and aspiring businesses alike.


Pricing and Packages

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Free €0
Free forever for up to 3 users
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Standard €14
Monthly per user
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Professional €23
Monthly per user
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Enterprise $40
Monthly per user
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Ultimate $52
Monthly per user

No-strings-attached plan for those willing to test the CRM software. Supports up to 3 users and contains several basic features for every avenue, whether it be sales automation, product customization tools, reports, team collaboration, or else.

The most basic paid plan for small businesses interested in particular automation and moderate customization.

Advanced plan containing every single feature required for setting up, measuring, and analyzing campaigns.

Plan for large-scale businesses willing to scale, automate, and delegate as much as possible.

Plan for world-scale enterprises with hundreds of thousands and millions of customers across the globe.

The pricing structure is so complex that it’s barely possible to give advise without knowing your particular case. There are vast differences between the packages when it comes to the tools, features, and services included, which is why we highly recommend you to check the pricing page yourself.

Customer Reviews

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Joel Mudd
3 Comments
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  1. 3.35
    Value for money
    70
    Ease of use
    80
    Features and integrations
    70
    Customer support
    50

    Not only is Zoho’s CRM smooth, but also its lead management system, enabling customer tracking, distribution, and analytics to further improve the sales funnel. The only thing I don’t like is delays with support. May be a deal-breaker for some businesses.

    + PROS: Wide range of tools to automate and scale the lead management process
    - CONS: Possible delays in customer service
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  2. 3.85
    Value for money
    90
    Ease of use
    60
    Features and integrations
    70
    Customer support
    90

    Truth be told, Zoho is the first solution for leads in my life. That said, I’m more than satisfied with the value I’ve got so far. I was able to streamline the whole lead generation process, spot some weaknesses in my strategy, and test something I thought might help the conversion.

    + PROS: Flexible software suitable for setting up marketing campaigns
    - CONS: Strong competitors
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  3. 4
    Value for money
    90
    Ease of use
    80
    Features and integrations
    70
    Customer support
    80

    Although I don’t have any significant complaints about the this lead management solution, I do have a few feature requests. Zoho Mail would be a market leader if it could smoothly interact with other CRMs via Zapier or another solution. Zoho may also redesign its user interface to make it more aesthetically pleasing thanks to a retina ready design framework.

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