Zoho CRM review

Zoho CRM gives more sales automation per dollar than any other full CRM on this list. The Standard edition already includes workflows, assignment rules, cadences, reports, dashboards and sales forecasting, features that rivals hold back for mid-tier plans. Professional adds CPQ, process automation and inventory management, and Enterprise brings territory management, custom functions and customer portals. The free edition covers three users with leads, deals, workflows and reports, which is enough for a small team to test the product properly. The cost is complexity. Zoho CRM has a large settings area, and an admin who wants it to fit the business will spend real time on layouts, rules and permissions. The pricing page served us euro prices from our location, so we have left the USD figure pending rather than convert it. If you have an admin with a few hours a week, Zoho CRM is the best value for an automation-heavy sales team.

Who it is for

Teams that want workflow automation, forecasting and customization at a mid-market price.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Workflows, assignment rules and cadences from the Standard edition
• Sales forecasting, reports and dashboards
• CPQ, process automation and inventory management on Professional
• Territory management and customer portals on Enterprise
• AI agents from Standard and the Zia AI sales assistant on Enterprise

Strengths and weaknesses

• Strength: Automation arrives on the cheapest paid edition
• Strength: Free edition supports three users
• Strength: Connects to the wider Zoho suite of finance and support apps
• Weakness: The settings menu is large and takes time to learn
• Weakness: Many useful features are split across four editions
• Weakness: Our USD price check is pending because the page showed euros

Key facts

• Free edition: Yes, up to 3 users
• Paid editions: Standard, Professional, Enterprise, Ultimate
• Suite option: Zoho CRM Plus bundles sales, marketing and service

Where it ranks

Zoho CRM is No. 2 in our Best CRM Software verdict.