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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

SoftwareGlimpse review

7.4/10

Good

  • Ease of use8
  • Pipeline management8
  • Sales automation8
  • Email capabilities7
  • Reporting7
  • Customization8
How we score →

Setting up your first pipeline

Official vendor tutorial for onboarding and configuration. It is not a SoftwareGlimpse implementation plan — use our independent guides for rollout judgment.

Official vendor tutorial

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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

Source: Official Zoho

What to prepare before this step

  • • Agree pipeline stages that match how your team sells
  • • Decide who owns deals, activities, and reporting
  • • List must-have fields before importing contacts

What this video covers

  • Lead module workflow as presented by Zoho

Zoho CRM guides

Practical walkthroughs for setup, rollout, migration, plan choice, and fit — linked from this review so you can decide and implement without hunting the guides hub.