Zoho CRM

Zoho CRM is a sales CRM for small and mid-sized teams, with a free edition for 3 users and paid tiers adding forecasting, CPQ and territory management.

Zoho CRM is a customer relationship management platform for sales teams that want their pipeline, their email and their reporting in one place. It is made by Zoho Corporation, the Chennai-based software company that has sold business applications under the Zoho name since 2009. The product is sold and priced on its own, and it runs behind the same account as the rest of Zoho's applications. Teams buy it to replace the spreadsheet and the shared inbox that stop working once several reps chase the same deals. Sales force automation carries the daily record keeping: contacts and accounts, tasks, meetings and calls, multiple sales pipelines, forecasting and territory management. Lead management adds capture forms, lead enrichment and nurturing across the channels a buyer answers on. Process automation handles the repeatable work through workflow rules, Cadences, Blueprint, Journey Orchestration and Kiosk Studio, and CPQ turns the products on a deal into a priced quote. Customization is where the product stretches, with Canvas to redraw the interface, Client Script to add logic in the browser, and custom modules and page layouts for records the standard ones do not fit. Zoho CRM suits small and mid-sized sales teams that would rather configure a CRM themselves than hire someone to do it, and it fits companies already running Zoho Desk, Campaigns or Books, because those sit behind the same login. A free edition covers a very small team, and the paid editions gate capability by tier rather than by seat count: quoting arrives in the middle tier, territory management and customer portals higher up. Pricing is per user per month, on monthly or annual billing. Reps work it from a dashboard in the morning and a phone in the afternoon, since the iOS and Android apps carry the same records for reps selling in the field. It connects to Gmail and Outlook for mail and calendar, to Google Ads for campaign spend, and to the rest of a stack through REST APIs and prebuilt integrations, which is how teams wire in a legacy or homegrown system. Zia, the AI built across Zoho's range, makes recommendations, automates follow-ups, flags anomalies and reads incoming email for the sales team.