Zoho CRM review

Zoho CRM is the step up from Bigin for small businesses that already know they will need automation. The free edition supports up to 3 users and includes leads, deals, workflows, reports and a mobile app, which Zoho pitches at home businesses. Standard adds workflows and assignment rules plus the ability to build and deploy AI agents, Professional adds CPQ with built-in price rules, and Enterprise adds the Zia AI sales assistant, orchestration of multi-step customer flows and territory management. Zoho also sells team user licenses for colleagues who only need to work in team modules and do not need reports, dashboards or automation. Yearly plans save up to 34%. Our location did not render USD prices on the pricing page, so the price is marked pending. The catch for a first CRM is setup: with more modules and permissions than Bigin, it rewards someone willing to configure it, which runs against the goal of not needing an admin.

Who it is for

growing teams that expect to need automation

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Free edition for up to 3 users with leads, deals, workflows, reports and a mobile app
• Standard plan with workflows, assignment rules and AI agents
• Professional adds CPQ with built-in price rules
• Enterprise adds the Zia AI sales assistant, orchestration of multi-step customer flows and territory management
• Team user licenses for staff who only need access to team modules

Strengths and weaknesses

• Strength: Free edition covers 3 users
• Strength: Paid plans go deep enough that a growing team rarely needs to switch
• Strength: Free trial on paid editions
• Weakness: More setup work than Bigin or HubSpot's free tier
• Weakness: Zia AI assistant is reserved for Enterprise
• Weakness: USD prices could not be confirmed from our location

Key facts

• Free edition: Up to 3 users, forever
• Paid editions: Standard, Professional, Enterprise, Ultimate
• Annual discount: Up to 34%
• Customers: 250,000+ businesses, per Zoho

Where it ranks

Zoho CRM is No. 6 in our Best CRM for Small Business verdict.