JSON twin: https://www.healthaidb.com/software/zoho-crm.json
Zoho
Zoho CRM is a commercial, cloud-based customer relationship management platform that can be configured for healthcare organizations to manage patient relationships, referrals, and outreach while offering HIPAA-supporting controls.
Zoho CRM is a multi-tenant SaaS CRM providing customizable modules, workflow automation, AI assistance (Zia), portals, APIs and low-code tools. For healthcare it is marketed with HIPAA configuration options and vertical templates (healthcare, life sciences) and integrates with Zoho Bookings, telephony, email, and EHRs via APIs or marketplace connectors to support patient engagement, scheduling, referrals and care-coordination workflows.
yes
1996
Region selection for hosting (US, EU, India data centers / regional hosting options)
P1850
2025-09-07
proprietary, commercial (Zoho Cloud SaaS terms)
Free tier (up to 3 users); Paid tiers (monthly or yearly billing): Standard US$14/user/month, Professional US$23/user/month, Enterprise US$40/user/month, Ultimate US$52/user/month (annual billing shown). Free trial available. Contact vendor for enterprise quotes and local taxes apply.
subscription
2005
Cloud SaaS — modern browsers; iOS and Android mobile apps (no on-prem server requirements)
product
1.0
{
"company_name": "Zoho",
"company_url": "https://www.zoho.com/",
"company_offices": [
"India",
"United States",
"Netherlands",
"United Kingdom",
"Japan",
"Australia",
"Germany",
"Brazil",
"United Arab Emirates",
"South Africa"
],
"company_founding": "1996",
"product_url": "https://www.zoho.com/crm/",
"categories": [
"administrative",
"customer relationship management",
"sales force automation",
"business intelligence",
"analytics",
"automation",
"vertical: life-sciences"
],
"market_segment": [
"smb",
"enterprise"
],
"links": [
"https://www.zoho.com/crm/",
"https://www.zoho.com/crm/data-security.html",
"https://www.zoho.com/crm/hipaa/",
"https://www.zoho.com/aboutus.html",
"https://www.zohocorp.com/",
"https://www.zoho.com/crm/zohocrm-pricing.html",
"https://help.zoho.com/portal/en/kb/crm/faqs/hipaa/articles/faq-on-hipaa",
"https://www.g2.com/products/zoho-crm/reviews",
"https://www.capterra.com/p/155928/Zoho-CRM/",
"https://www.zoho.com/compliance.html"
],
"summary": "Zoho CRM is a commercial, cloud-based customer relationship management platform that can be configured for healthcare organizations to manage patient relationships, referrals, and outreach while offering HIPAA-supporting controls.",
"description": "Zoho CRM is a multi-tenant SaaS CRM providing customizable modules, workflow automation, AI assistance (Zia), portals, APIs and low-code tools. For healthcare it is marketed with HIPAA configuration options and vertical templates (healthcare, life sciences) and integrates with Zoho Bookings, telephony, email, and EHRs via APIs or marketplace connectors to support patient engagement, scheduling, referrals and care-coordination workflows.",
"target_users": [
"clinicians",
"administrators",
"practice managers",
"nurses",
"patient engagement teams",
"care coordinators",
"sales/medical affairs (life sciences)",
"support staff"
],
"specialties": [
"primary care",
"ambulatory clinics",
"specialty clinics",
"telemedicine",
"behavioral health",
"life sciences",
"pharmaceuticals",
"medical devices"
],
"regions_available": [
"United States",
"Canada",
"United Kingdom",
"European Union",
"Australia",
"India",
"Brazil",
"Japan",
"South Korea",
"Singapore",
"United Arab Emirates",
"Mexico",
"South Africa",
"Thailand"
],
"languages_supported": [
"English (US/UK)",
"Spanish",
"Portuguese (Brazil)",
"Portuguese (Portugal)",
"French",
"French (Canada)",
"German",
"Dutch",
"Italian",
"Japanese",
"Korean",
"Chinese (Simplified)",
"Chinese (Traditional)",
"Arabic",
"Hebrew",
"Vietnamese",
"Thai",
"Indonesian",
"Polish",
"Hungarian",
"Hindi",
"Swedish",
"Czech",
"Croatian"
],
"pricing_model": "subscription",
"pricing_details": "Free tier (up to 3 users); Paid tiers (monthly or yearly billing): Standard US$14/user/month, Professional US$23/user/month, Enterprise US$40/user/month, Ultimate US$52/user/month (annual billing shown). Free trial available. Contact vendor for enterprise quotes and local taxes apply.",
"license": "proprietary, commercial (Zoho Cloud SaaS terms)",
"deployment_model": [
"SaaS"
],
"os_platforms": [
"Web (browser)",
"iOS",
"Android"
],
"features": [
"Contact / patient record management",
"Lead / opportunity / pipeline management",
"Custom modules and layouts",
"Workflow automation and blueprinting",
"Email, telephony and omnichannel communications",
"Appointment booking (Zoho Bookings integration)",
"Reporting and BI (Zoho Analytics / built-in reports)",
"AI assistant (Zia) for predictions and insights",
"Role-based access control and profiles",
"Field-level encryption for sensitive fields",
"Audit logs and activity tracking",
"Bulk data import/export and migration tools",
"APIs (REST, Bulk, Notification, Query)",
"Mobile apps with offline sync",
"Customer portal / partner portal",
"CPQ and quoting (optional)",
"Journey orchestration / cadences"
],
"optional_modules": [
"Zia AI / advanced AI features",
"CPQ (configure-price-quote)",
"CRM Plus / Zoho One bundles",
"Zoho Analytics (advanced BI)",
"Sandbox environment",
"Marketplace extensions / connectors",
"Mobile SDKs / custom app SDK"
],
"integrations": [
"Google Workspace",
"Microsoft 365 / Outlook",
"Mailchimp",
"QuickBooks / accounting connectors",
"Zapier / third-party automation platforms",
"Telephony / contact center providers (Twilio, others via marketplace)",
"Zoho ecosystem apps (Forms, Books, Desk, Campaigns, WorkDrive)",
"Custom integrations via REST/GraphQL APIs"
],
"data_standards": [],
"api_available": "yes",
"system_requirements": "Cloud SaaS — modern browsers; iOS and Android mobile apps (no on-prem server requirements)",
"compliance": [
"HIPAA (supports HIPAA workflows/BAA)",
"GDPR"
],
"certifications": [
"SOC 2",
"ISO 27001"
],
"security_features": [
"AES-256 encryption at rest",
"TLS encryption in transit",
"Field-level (selective) encryption for ePHI",
"Role-based access control (RBAC)",
"SSO/SAML support",
"Two-factor authentication (2FA)",
"Audit logging and activity trails",
"API rate limits and usage dashboards"
],
"privacy_features": [
"Business Associate Agreement (BAA) available for HIPAA customers",
"Field-level data export restrictions",
"GDPR controls"
],
"data_residency": "Region selection for hosting (US, EU, India data centers / regional hosting options)",
"customers": [
"Agoda",
"Brigade Group",
"Mistras Group",
"CIMCO Refrigeration",
"Minor Hotels",
"Tassal",
"MindNation",
"Agappe Diagnostics",
"Andau Medical",
"BHM Healthcare",
"RainTree",
"Shiji Group",
"Lubrication Engineers",
"Clozette Group",
"ESCO (audiovisual company)"
],
"user_reviews": [
"Great value for the price — Zoho One/CRM gives a lot of functionality for SMBs.",
"Mobile app UI is clunky and hard to navigate compared to the web UI.",
"Support is inconsistent — sometimes excellent, sometimes useless with long wait times.",
"Very customizable but can feel overly complex; requires a dedicated admin.",
"Affordable and feature-rich for small teams, but advanced automation has a learning curve.",
"We saw a big ROI after implementing Zoho CRM, but initial migration was bumpy.",
"Zia AI features are useful for suggestions and forecasting.",
"Integrations via Zapier made it easy to connect other apps.",
"Documentation is comprehensive but some developer features (Deluge) are poorly documented.",
"Customer portals and automation cut down manual work significantly."
],
"ratings": [
"G2: 4.1/5 (approx.)",
"Capterra: 4.0/5 (approx.)",
"TrustRadius: ~4.2/5",
"PCMag: Editors' Choice / positive review (review summary)"
],
"support_channels": [
"email",
"phone",
"live chat",
"ticketing",
"community forum",
"knowledge base"
],
"training_options": [
"documentation",
"webinars",
"live_online (guided onboarding)",
"partner/consultant implementations",
"certification courses"
],
"release_year": "2005",
"integration_partners": [
"Google Workspace (Gmail, Calendar, Drive)",
"Microsoft 365 / Outlook",
"Zapier",
"Zoho Suite (Desk, Books, Campaigns, Creator)",
"Twilio",
"RingCentral",
"DocuSign",
"QuickBooks",
"Mailchimp",
"Zoom",
"Slack",
"Shopify",
"PandaDoc",
"Xero",
"Calendly",
"Stripe",
"HubSpot (via connectors)",
"Dropbox",
"Salesforce (migration/connectors)",
"Make (Integromat)"
],
"id": "P1850",
"slug": "zoho-crm",
"type": "product",
"version": "1.0",
"last_updated": "2025-09-07",
"links_json": {
"self": "https://www.healthaidb.com/software/zoho-crm.json"
}
}