Zoho CRM Review

CRM SOFTWARE

Zoho CRM scores well on value, automation, and SMB fit. Scores reflect first-party research — not hands-on product testing.

Last updated 2026-08-19Independent editorial review

Starting price
$0.00/user/month
Free plan
Yes
Free trial
Yes
Best for
SMB and mid-market sales teams needing affordable multi-edition CRM

Visit Zoho CRM

View pricing

SoftwareGlimpse review

7.4/10

Good

Ease of use8
Pipeline management8
Sales automation8
Email capabilities7
Reporting7
Customization8

How we score →

All features

14 features

Official demos appear only beside high-value features where verified ResearchMedia is linked — not as a generic video gallery.

Contact management
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Standard
✓ Professional
✓ Enterprise
✓ Ultimate
SoftwareGlimpse teaching diagram: how Zoho CRM pipelines move deals through stages.
Screenshot source ↗
Lead management
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Standard
✓ Professional
✓ Enterprise
✓ Ultimate
SoftwareGlimpse teaching diagram: how Zoho CRM pipelines move deals through stages.
Screenshot source ↗
Pipeline management
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Standard
✓ Professional
✓ Enterprise
✓ Ultimate
What the demo shows
Lead module workflow as presented by Zoho
Source: Official Zoho
This video is hosted on YouTube
This content is hosted by YouTube. The player loads only after you allow marketing cookies.
Official vendor tutorial
Lead Management in Zoho CRM
How Zoho CRM manages leads from capture through conversion.
What this shows
Lead module workflow as presented by Zoho
• Lead module workflow as presented by Zoho
Deal management
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Standard
✓ Professional
✓ Enterprise
✓ Ultimate
What the demo shows
Zoho CRM data import
import workflow as presented by Zoho CRM
Source: Official Zoho CRM
This video is hosted on YouTube
This content is hosted by YouTube. The player loads only after you allow marketing cookies.
Official vendor tutorial
Wow - it's easy to import data into Zoho CRM
What this shows
Zoho CRM data import
import workflow as presented by Zoho CRM
• Zoho CRM data import
• import workflow as presented by Zoho CRM
Email sync
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Standard
✓ Professional
✓ Enterprise
✓ Ultimate
Workflow automation
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Standard
✓ Professional
✓ Enterprise
✓ Ultimate
What the demo shows
Workflow rule configuration as taught by Zoho
Source: Official Zoho
This video is hosted on YouTube
This content is hosted by YouTube. The player loads only after you allow marketing cookies.
Official vendor tutorial
How to Create Workflow Rules in Zoho CRM
How Zoho CRM workflow rules automate sales steps after setup.
What this shows
Workflow rule configuration as taught by Zoho
• Workflow rule configuration as taught by Zoho
Sales automation
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Standard
✓ Professional
✓ Enterprise
✓ Ultimate
What the demo shows
Zoho CRM overview demo
core product surfaces as presented by Zoho CRM
Source: Official Zoho CRM
This video is hosted on YouTube
This content is hosted by YouTube. The player loads only after you allow marketing cookies.
Official vendor video
Zoho CRM Overview | Demo
What this shows
Zoho CRM overview demo
core product surfaces as presented by Zoho CRM
• Zoho CRM overview demo
• core product surfaces as presented by Zoho CRM
Reporting
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Standard
✓ Professional
✓ Enterprise
✓ Ultimate
Forecasting
Professional
SoftwareGlimpse assessment: Plan-dependent
What it supports
Entry point: Professional
Limitations
May require a higher plan than the entry tier
Included in
– Free
– Standard
✓ Professional
✓ Enterprise
✓ Ultimate
Custom fields
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Standard
✓ Professional
✓ Enterprise
✓ Ultimate
Custom pipelines
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Standard
✓ Professional
✓ Enterprise
✓ Ultimate
SoftwareGlimpse teaching diagram: how Zoho CRM pipelines move deals through stages.
Screenshot source ↗
Mobile app
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Standard
✓ Professional
✓ Enterprise
✓ Ultimate
AI assistance
Enterprise
SoftwareGlimpse assessment: Plan-dependent
What it supports
Entry point: Enterprise
Zia AI positioned on Enterprise+.
Limitations
May require a higher plan than the entry tier
Included in
– Free
– Standard
– Professional
✓ Enterprise
✓ Ultimate
Integrations
Free
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Free
Included in
✓ Free
✓ Standard
✓ Professional
✓ Enterprise
✓ Ultimate

All features

Contact management

Lead management

Pipeline management

Lead Management in Zoho CRM

What this shows

Deal management

Wow - it's easy to import data into Zoho CRM

What this shows

Email sync

Workflow automation

How to Create Workflow Rules in Zoho CRM

What this shows

Sales automation

Zoho CRM Overview | Demo

What this shows

Reporting

Forecasting

Custom fields

Custom pipelines

Mobile app

AI assistance

Integrations