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Small Business CRM Software

Zoho CRM

Zoho CRM is an AI-assisted customer relationship platform covering sales, marketing, support and inventory

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About Zoho CRM

Zoho CRM is an online customer relationship management system from Zoho. It serves organisations from small firms to large ones, managing sales, marketing, customer support and service in a single business system. The current site describes it as built with AI at its core.

What Zoho CRM offers

  • Sales automation — lead, deal and pipeline handling with automation and analytics.
  • Zia agents — a multi-agent AI feature that assists sales work.
  • Team spaces — separate workspaces for each team, so people see the data they need.
  • Module creation — teams can build their own modules from simple prompts.
  • Customer engagement — reaching customers by suitable channel, with segmentation and reporting.
  • Inventory and support — covers service and stock tasks alongside sales.

Who it works with

Small, medium and large organisations across industries, with a stated base of over 300,000 businesses.

Key facts

  • Maker: Zoho, which has operated since 2005
  • Recognition: named a Visionary in a 2025 analyst report on sales force automation platforms

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • Android
  • Project Management
  • Task Management
  • Dashboard
  • Sentiment Analysis
  • Content Management
  • Mobile Access
  • Marketing Management
  • Performance Metrics
  • Scheduling
  • Training Management
  • Document Management
  • Contract Management
  • Search
  • Collaboration
  • Self Service Portal
  • Marketing Automation
  • Performance Management
  • Contact Management
  • Forecasting
  • Lead Scoring
  • Segmentation
  • Client/Property Matching
  • Email Marketing
  • Lead Management
  • Customer Database
  • Interaction Tracking
  • List Management
  • Analytics
  • Channel Management
  • Predictive Analytics
  • Expense Tracking
  • Quotes/Proposals
  • Account Alerts
  • Asset Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Proposal Generation
  • Prospecting Tools
  • Sales Pipeline Management
  • Call Management
  • Campaign Management
  • Field Sales Management
  • Opportunity Management
  • Referral Tracking
  • Sales Forecasting
  • Social Media Integration
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Segmentation
  • Pipeline Management
  • Source Tracking
  • Goals / Quota Management
  • Meeting Management
  • Proposal Management
  • Gamification
  • Calendar/Reminder System
  • Document Storage
  • Internal Chat Integration
  • Lead Generation
  • Marketing Automation Integration
  • Live Chat
  • Negative Feedback Management
  • Multi-Channel Data Collection
  • Survey Management
  • Call Center Management
  • Knowledge Management
  • Business Card/Badge Scanning
  • Survey/Poll Management
  • Landing Pages / Web Forms
  • Customer Support
  • Churn Management
  • Communication Management
  • Community Management
  • Feedback Collection
  • Statistical Analysis
  • Customer Segmentation
  • Text Analysis
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Modeling & Simulation
  • Graphical Data Presentation
  • Property Alerts
  • Product Catalog
  • Quotes / Proposals
  • Correlation Analysis
  • Exception Reporting
  • Sales Trend Analysis
  • Client Tracking
  • Web-Based, Cloud, SaaS
  • iPhone / iPad
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Business Hours
  • Online
  • 24/7 (Live Rep)

Rankings

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

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