How does Zoho CRM & Customer Interaction score on different parts?
In our study, we also looked at the different products of Zoho software. More than 180 criteria were used in the process. The chart below illustrates the strengths and weaknesses of Zoho CRM, compared to key competitors. Please note that Passionned Group is 100% independent of the software vendors in the study. We are not a reseller, we do not make deals or have any legal ties to the vendor. Among other things, we help and advise companies in the proper selection of CRM systems.
Figure 1: Scorecard of the CRM provider Zoho. You can get a maximum score of 100 percent. Source: The CRM & Customer Interaction Guide 2024. Do you want to take a deep dive into our research? Click here to download this guide.
The Zoho analysis was conducted by collecting a lot of public big data and scrutinizing it in detail. More than 343 documents have been scanned from this software vendor in recent times. In this analysis, both machine learning models and the critical eye of a senior CRM expert played a distinguished role in performing the validation.The CRM & Customer Interaction Guide 2024 
In our 100% vendor-independent CRM & Customer Interaction Guide we have collected all the ins and outs of Zoho for you. You get access to hundreds of (shorter) trainings, tech talks, demos, lectures, tutorials, and always have the latest CRM news. In addition, this guide will help strengthen your knowledge about CRM & Customer Interaction.
Zoho and their complete CRM & Customer Interaction product portfolio
The software company Zoho carries (a minimum of) 5 products in the realm of CRM & Customer Interaction. Below, we rank and describe the products in order of relevance:
What is Zoho CRM?
Other names by which this software product is known: Zoho Customer relationship management
In this section, we display the details of Zoho CRM, including some of its features and any related products. This product group consists of Zoho Creator, Zoho CRM Plus, Zoho Marketing Automation, and Zoho Survey. This product/group of products can be best characterized by the following characteristics:
- account
- contact
- customer service
- helpdesk
- lead management
- log sales activities
- reporting
- sales pipeline
- view deals
- workflow automation
Do you want to know everything about all elements (100+) of Zoho CRM? Then order the CRM & Customer Interaction Guide™ 2024 here.
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What is Zoho Creator?
In this section, we describe the key elements of Zoho Creator, including some of its features and any related products. The product Zoho Creator can be defined by the following functionalities:
- account
- customer relationship management
- helpdesk
- workflow automation
Do you want to know everything about all elements (100+) of Zoho Creator? Then download our CRM & Customer Interaction Guide™ 2024 here.
What is Zoho CRM Plus?
We do not display all the features here but, in this paragraph, we provide a description of Zoho CRM Plus, including some of its features and any related products. The product Zoho CRM Plus can be characterized by the following features:
- account
- close deals
- contact
- contact management
- customer journeys
- customer service
- email campaigns
- email clients
- sales automation
- workflow automation
Do you want to know the intricacies of all features (100+) of Zoho CRM Plus? Download directly our CRM & Customer Interaction Guide™ 2024 here.
What is Zoho Marketing Automation?
In this paragraph, we describe the key elements of Zoho Marketing Automation, including some of its features and any related products. Zoho Marketing Automation can be characterized by the following functionalities:
- account
- automation platform
- campaign management
- email marketing
- lead generation
- marketing automation
- marketing automation platform
Are you curious about all the functionalities (100+) of Zoho Marketing Automation? Download the CRM & Customer Interaction Guide™ 2024 here.
What is Zoho Survey?
We do not display all the features here but, in this paragraph, we report the (main) characteristics of Zoho Survey, including some of its features and any related products. This product can be best defined by the following characteristics:
- account
- mobile app
- search
Are you curious about all characteristics (100+) of Zoho Survey? Then order the CRM & Customer Interaction Guide™ 2024 here.
Zoho CRM tools and the version history
Over time, Zoho has seen a stable evolution in terms of CRM & Customer Interaction functionality and support for operating systems and connectivity.
We reviewed Zoho’s latest versions of the total product range. Below we give an overview of the various releases of all the ones known to us CRM & Customer Interaction Zoho products:
- Zoho Creator: 2023
- Zoho CRM Plus: 2024 2023
- Zoho Marketing Automation: 2024 2023 2.0 1.0
Behind each product, we notate the version numbers, the most recent versions are mentioned first.
What are the licensing costs of Zoho Creator, Zoho CRM Plus, and Zoho Marketing Automation?
It is difficult to determine exactly what a license of Zoho Creator, Zoho CRM Plus, and Zoho Marketing Automation costs because it depends on the country, the number of users (or the number of CPUs in the case of server software), the connectors to data sources, and at what point in the year you request a quote. And before the end of a fiscal quarter of Zoho, you may be able to look forward to a decent discount. In addition, it makes sense to run the software in the cloud. Often you only pay for what you consume in resources. The purchase cost of Zoho Creator, Zoho CRM Plus, and Zoho Marketing Automation may not be the most important costs, but maintenance and support do put a strain on your budget each year.
What makes Zoho CRM & Customer Interaction innovative
In our study, we see that Zoho in the field of CRM & Customer Interaction software has a number of specific features which are worth weighing in a tool selection. This makes Zoho CRM more or less unique: log sales activities, all-in-one marketing automation, cloud software, hot lead, and sales workflows.
The advantages and disadvantages of Zoho CRM
Figure 17: Tag cloud of the pluses and minuses of Zoho CRM & Customer Interaction
Below we listed all the advantages and disadvantages of Zoho CRM & Customer Interaction, Zoho Creator, Zoho CRM Plus, and Zoho Marketing Automation, et cetera. There is momentum, because: Zoho can currently work on developing new features at this time (such as support for infrastructure).
Your opinion matters
Report your experience with Zoho CRM & Customer Interaction here. Your observations may then be taken into account and contribute to a better, even more balanced assessment of Zoho CRM.
1. Zoho Automation Platform
The company has an excellent rating in our study on the section ‘Automation Platform’ (for this section Zoho comes out as the absolute market leader in our research). The company scores 100% on this topic, relative to other vendors. We looked at the following criteria, among others: marketing automation, sales automation, and process automation. In doing so, we analyzed the following products: Zoho Marketing Automation. In total, we examined 28 features within this discipline. Are you planning to specialize further in the topic ‘Automation Platform’? Then download here our CRM & Customer Interaction Study 2024.
2. Zoho Campaign Management
Zoho has an excellent score in our current CRM & Customer Interaction survey on the section ‘Campaign Management’ (for this section Zoho comes out as the absolute market leader in our research) with a score of 100%, relative to other vendors. We considered the following factors: email marketing and email campaigns. In total, we examined 25 criteria within this section. Would you like to go into more depth with the topic ‘Campaign Management’? Then download here our CRM & Customer Interaction Study 2024.
3. Zoho Infrastructure
The company has an excellent performance in our current CRM & Customer Interaction survey on the subject ‘Infrastructure’ (for this section Zoho comes out as the absolute market leader in our research), given that they score 100% on this, compared to other vendors. We looked at the following criteria, among others: on-premises, document management, and email integration. In total, we examined 56 features within this discipline. Would you like to go into more depth with the topic ‘Infrastructure’? Then download here our CRM & Customer Interaction Study 2024.
4. Zoho Lead Management
The company has an excellent score in our study on the section ‘Lead Management’ (for this section Zoho comes out as the absolute market leader in our research) with a score of 100%, relative to other vendors. We used the following selection criteria: manage leads and import leads. In total, we examined 12 features within this discipline. Would you like to learn more about the topic ‘Lead Management’? Then download here our CRM & Customer Interaction Guide. Or take a deep dive in the following content:
5. Zoho Sales Management
The company has an excellent score in our objective CRM & Customer Interaction survey on the section ‘Sales Management’ (for this section Zoho comes out as the absolute market leader in our research). The company scores 100% on this topic, relative to other vendors. We looked at the following criteria, among others: ecommerce, opportunity management, customer journeys, and customer lifetime value. In total, we examined 51 criteria in this category. Are you excited about the topic ‘Sales Management’? Then download here our CRM & Customer Interaction Guide 2024.
6. Zoho Task Management
Zoho has an excellent score in our objective CRM & Customer Interaction survey on the subject ‘Task Management’ (for this section Zoho comes out as the absolute market leader in our research) with a score of 100%, relative to other vendors. We considered the following factors: automate tasks, complete tasks, automate routine tasks, and automated task. In total, we examined 13 criteria within this section. Would you like to go into more depth with the topic ‘Task Management’? Then download here our CRM & Customer Interaction Guide.
7. Zoho Customer Data
The vendor Zoho has an excellent rating in our study on the section ‘Customer Data’, given that they score 99% on this, compared to other vendors. We looked at the following criteria, among others: custom fields and appointment. In total, we examined 45 features within this discipline. Are you excited about the topic ‘Customer Data’? Then download here our CRM & Customer Interaction Guide 2024.
8. Zoho Customer Relationship Management
Zoho has an excellent score in our objective CRM & Customer Interaction survey of the theme ‘Customer Relationship Management’ with a score of 96%, relative to other vendors. We considered the following factors: customer interactions, self-service portal, social CRM, and custom activities. In total, we examined 25 criteria within this section. Would you like to learn more about the topic ‘Customer Relationship Management’? Then download here our CRM & Customer Interaction Guide 2024. Or take a deep dive in the following content:
9. Zoho Reporting
Zoho has an excellent performance in our independent CRM & Customer Interaction guide on the section ‘Reporting’, given that they score 92% on this, compared to other vendors. We looked at the following criteria, among others: bounce rates, sales dashboards, reporting dashboards, and custom reporting. In total, we examined 11 criteria in this category. Would you like to learn more about the topic ‘Reporting’? Then download here our CRM & Customer Interaction Study 2024.
10. Zoho Customer Service Management
Zoho has an excellent performance in our objective CRM & Customer Interaction survey on the section ‘Customer Service Management’ with a score of 86%, relative to other vendors. We considered the following factors: customer service and case management. In total, we examined 9 criteria in this category. Would you like to go into more depth with the topic ‘Customer Service Management’? Then download here our CRM & Customer Interaction Guide 2024. Or take a deep dive in the following content:
11. Zoho Data Quality
The company has a good performance in our current CRM & Customer Interaction survey on the section ‘Data Quality’, given that they score 78% on this, relative to other vendors. We looked at the following criteria, among others: merge duplicate, data cleansing, and duplicate search. In total, we examined 16 features within this discipline. Would you like to learn more about the topic ‘Data Quality’? Then download here our CRM & Customer Interaction Guide.
Want to know more? Then order the CRM & Customer Interaction Guide™ 2024 here
In which sectors is Zoho CRM & Customer Interaction most active?
In our 100% vendor-independent CRM & Customer Interaction study, we also found out which industries a supplier has a track record in. These are the industries where Zoho has the largest footprint: automotive, banking, education, educational institutions, governments, healthcare, hospitality, insurance, manufacturing, real estate, restaurant, retail, telecom, and universities.
Zoho software is most used by…
The CRM & Customer Interaction software from Zoho is most often mentioned in combination with the following functions/roles: account managers, marketing teams, sales reps, and support agents.
Hire an experienced Zoho programmer
Education and training course Zoho CRM & Customer Interaction
The teachers at Passionned Group give various classes in the field of CRM & Customer Interaction but can also provide specific Zoho training, for example as in-company. The following software solutions are addressed: Zoho Creator, Zoho CRM Plus, and Zoho Marketing Automation. We make you completely familiar with the ideas of the intelligent, data-driven organization.
Final Verdict: Zoho CRM scores eminent
Zoho has a extensive product portfolio with which it scores eminent in our CRM & Customer Interaction survey. Zoho CRM & Customer Interaction innovates (approximately) at an average rate of less than 5 features per year, is active (for now) in lots of different sectors, and has developed best in automation platform.
About Passionned Group
Passionned Group specializes in 100% independent CRM & Customer Interaction consulting and the implementation of CRM & Customer Interaction solutions. Our dedicated and passionate consultants help large and small governments and businesses to advance as intelligent, data-driven organizations.
