Easy to implement, intuitive to use, and inexpensive to adopt, Zoho CRM is our 2018 top CRM pick for small businesses. This SaaS product offers users lots of functionality at a competitive price point, and while the customization options aren't as extensive as some other CRMs we reviewed, there are still a lot of ways to tailor Zoho to meet your needs.
To understand how we selected our best picks, you can view our methodology, as well as a comprehensive list of CRM software, on our best picks page.
Easy to adopt, fun to use
Like Zoho's other business apps, its CRM module feels modern, clean and immediately intuitive. The icons in the upper right corner offer real time social-media style notifications, so it's easy to check emails, chats, upcoming events and tickets without navigating away from your primary task.
Zoho also offers a bevy of click-to-install extensions through the Zoho Marketplace, where users will find big names like Twilio, Zapier, Google AdWords and Slack, a full range of other Zoho products, and customized vertical products for specific industries. The lack of coding involved and easy adoption process make it possible for small businesses to build out a customized CRM solution without a developer.
Even though Zoho's CRM has the feel of a lightweight SaaS solution, it packs a punch in the features department. Not every feature is available at every subscription level, and third-party integrations may cost extra if you don't already use the services you're integrating, but Zoho's bevy of features is still impressive. These are the features small businesses like most about Zoho CRM:
- Advanced analytics
- Sales forecasting
- Workflows and project management tools
- Call dial directly from CRM
- No-code third party integrations
- Dashboard integration with popular social media
- Collaboration tools
- View and layout customization
Zoho CRM gives small business users the best of both worlds; it's inexpensive and easy to implement, but it offers far more functionality than other similarly priced products. Plus, Zoho's other business apps are equally small business friendly, which means you can build out a customized cloud suite as your business grows and your needs expand.
Additionally, while Zoho CRM does not have the customization options that Salesforce offers, it still allows users enough options to make the CRM their own, meaning it can be made suitable for a wide range of industries.
Editor's Note: Looking for information on CRM software for your business? Fill out the below questionnaire to have our sister site Buyer Zone connect you with vendors that can help.
Zoho is a massive company with sales teams in 11 countries, and when you need to get in touch with a live person, you feel the size. It's not unusual to be on hold for up to 10 minutes at a time, or to be transferred multiple times for simple questions. On the upside, once you get through everyone is friendly, helpful and diligent about quick follow-ups. While customer service is certainly a concern, for the price point and the built-in functionality, Zoho is still a strong choice.
Ready to choose a CRM solution? Here's a breakdown of our full coverage: