Zoho CRM was established in 1996. Over time, they have developed a management tool that can cover the entire customer journey. This includes customer support, sales and marketing, as well as integrated inventory management.
They offer an online form creator as part of their sales and marketing tool.
Zoho is a large company that serves over 60,000,000 customers worldwide which includes Amazon, Netflix, and Facebook. This review will focus on Zoho forms and their features, pros, and cons. We’ll also discuss what users think about them.
Overview
Zoho Forms allows you to create simple drag and drop forms that you can embed on your site, add to email campaigns or share via social media. Its greatest selling point is its simplicity. You don’t even need to know how code.
You can set up forms that will notify you by email or SMS when someone signs-up. This keeps you informed. Zoho Forms include reporting so that you can easily see which sources are converting the most.
Zoho Forms comes with a mobile application that supports 11 languages, including English, Chinese and Spanish.
Features
Zoho Forms offer great functionality. Their unique selling point is the fact that many of their features can be used on their basic pricing plan. This allows even small businesses to boost their lead generation.
Form templates
Zoho Forms offers 48 templates that can be customized further. These templates include:
- Business
- Lead generation
- Human Resources
- Requests
- Construction
- Ecommerce
- Medicine
- Non-Profit
- Education
The ecommerce range includes many useful templates, such as order confirmation, delivery tracking and delivery feedback.
You can set up forms that will notify you by email or SMS when someone signs-up. This keeps you informed. Zoho Forms include reporting so that you can easily see which sources are bringing in the most conversions.
Zoho Forms comes with a mobile application that supports 11 languages, including English, Chinese and Spanish.
Features
Zoho Forms offer great functionality. Their unique selling point is the fact that many of their features can be used on their basic pricing plan. This allows even small businesses to boost their lead generation.
Form templates
Zoho Forms offers 48 templates that can be customized further. These templates include:
- Business
- Lead generation
- Human Resources
- Requests
- Construction
- Ecommerce
- Medicine
- Non-Profit
- Education
The ecommerce range includes many useful templates, such as order confirmation, delivery tracking and delivery feedback.
After you’ve selected your template, you can choose from 30+ fields. Zoho Forms offers many advanced options, including the ability to add an electronic signature or a payment option.
Mobile app
Zoho Forms offers a mobile application that can be used on both Android or iOS. The app can be used even if your free plan is not in effect.
You can also create mobile forms with the app
- You can use offline to create forms and collect data offline.
- Upload images Want to add an image on your form? Upload an image to your form using the camera on your phone.
- Collect data Do you organize events or participate in tradeshows? Perhaps you own a physical shop? The app can be used to collect data
- Barcode scanning – Avoid human error by scanning QR codes and barcodes. You can also scan business cards to add them into your database.
- Collect signatures Your customers can sign using your smartphone by simply touching the screen
- Autofill Form – The Zoho Forms app features a geolocation feature which auto-fills details based upon where you are
Payments
You can add payments to the form creation section.
To give you and your user peace of mind, confirmation emails can be sent. Zoho Forms also allows you to perform calculations based upon inputs. The form will calculate costs based on inputs. For example, if an item is $20 in cost and the user requests 4, the form will calculate those costs.
Zoho Forms offers multiple payment options, including Stripe and PayPal.
Validation of forms
Nothing is worse than seeing a lead for release and being disappointed when it turns out to be spam.
Zoho forms provide great validation measures to make sure all contacts are genuine. This includes field validations where the correct format must be used.
All forms include an integrated CAPTCHA option. Zoho supports different versions of Google’s reCAPTCHA. This allows you to avoid spam, bots and unwanted DOS attacks.
Analytics
Zoho Forms has a simple analytics add-on that can give you a quick snapshot of the performance and effectiveness of your data collection forms.
You can break it down by month, but you can also view it via different regions. To highlight any errors in submissions, an error score will be added to your form. This is updated in real time.
You can also link your forms to Google Analytics, so you can set goals. You can see which leads are coming in from which sources by adding UTM parameters to the link.
You can export responses so that you can share them to your team. To ensure that they aren’t lost or stolen, these can also be password protected.
Approvals & Workflows
Zoho Forms allows you to set up multiple levels of approval so that you can keep track of all your work. You can set up notifications emails and assign users to approve submissions.
Good forms can also integrate with other systems, creating automation that eliminates the need to input human labor. Zoho Forms uses webhooks to format and send data directly to your app.
Email automation is the most powerful workflow feature available.
Zoho Forms can trigger emails depending on the conditions set forth in the submission. An email with an invoice will be sent to you if someone places an order.
It is possible to set up a multi-level or hierarchical workflow. This can be as complex as you want. You can share this with your colleagues to get their feedback.
You can assign tasks to members of your team within each workflow. You can give them access to specific forms or fields.
Security
It is crucial to ensure that your forms are secure. This could have a negative impact on your business if users don’t feel 100% secure about submitting their personal information to you.
SSL certification is used to secure all forms, even the free one. This ensures that credit card information remains private.
Editing the forms is easy. All updates are stored in one place. They will be visible next to the person who took them. This makes it simple to collaborate with your team.
You can also get other security features like:
- GDPR compliance Zoho Forms has updated their privacy policy in order to guarantee data security for users worldwide and within the EU.
- Encryption If a customer fills in their bank details on your forms, you can send them a PDF and encrypt only the last four digits of their account number.
- Custom domains You can add a custom domain to your site so it is easily recognized by customers. This will increase conversion rates.
- Domain Keys Identified Mail – Zoho is DKIM authenticated. This ensures that all email replies are safely delivered to the recipient and won’t be found in spam
Integrations
Zoho integrates with over 500 third-party apps, and its 11 own apps.
You can integrate Zoho Forms with a CRM system like Salesforce if you already have it. Attachments such as forms can be pushed into Salesforce to update records and to send information to your team members for approval.
Pricing
Zoho has a monthly or yearly price. The prices below are for an annual payment. There are four pricing plans, plus the free one.
- Basic– PS7.50/month
- Standard– PS18/month
- Professional– PS37/month
- Premium– PS75/month
While the Basic package includes many features, there are a few that are not included in the other plans. These are:
- Multilevel forms
- Task management
- Private sharing links
- Approval of reports
- Form ownership
This list shows that you will miss out on collaboration and workflow features if you use the basic plan. Depending on the size of your company, you’ll know which plan is best for you. Basic is fine if there are only two or three of you.
The number of users on your team, submissions per month, and storage requirements of your business determine the plan.
Support
All plans include technical support. Users on the more expensive plans do not have priority and all support is provided via email. Zoho promises to respond within 24 hours. You will find a variety of useful guides in their help center.
Pros
- Features The Basic plan has a lot of great features. Integrations with email are great, as is the ability to create rules based upon customer responses.
- Offline The ability to use Zoho offline can be very useful. This allows you to get work done quickly without worrying about email, zoom, or teams messages.
- Intuitive is incredibly simple to use. It’s easy to use even for the most tech-phobes thanks to its drag and drop functionality.
- Pricing The Basic Plan starts at PS7.50, and includes unlimited forms. This plan is ideal for small businesses just starting out. All plans offer the same features and a large number of submissions.
- Mobile app Both the iOS and Android have received glowing reviews. It’s simple to understand how it works. This app is perfect for gathering data when you attend events or have physical stores.
Cons
- Support It’s strange to see the same level customer support offered for all pricing plans. You can’t reach us via phone or live chat. This seems unfair if you are on the Premium plan, which costs PS75 per month.
- Designs There are 40+ templates, but many of them are very old. Although customization is possible, once you have created one, you cannot save it as a template.
- Users There is currently no way to add more users to your account. It is quite a leap from 1 user on the basic plan to 10 on the standard plan.
FAQs
We looked through a variety of review sites to find out what questions were asked most often by users.
Does Zoho Forms integrate to WordPress?
Yes, Zoho Forms has a WordPress plugin. Zoho Forms can be used as your main contact form on your website
Can Zoho Forms be used with other CRM systems?
It will. Salesforce is the only CRM system that’s available. Zoho encourages you to use their CRM system, so there aren’t many CRM integrations.
Can Zoho integrate With Quickbooks?
Zoho has its own accounting tool but Quickbooks integration is possible.
Is Zoho Forms free?
You can get the following free services:
There are 3 types
500 submissions per month
10 payments
File storage 200MB
Conclusion
Zoho forms features are outstanding and make them one of the most popular SAAS companies. There is a plan that suits everyone, regardless of how big or small your company. You can compare these plans to JotForm, which is more suitable for enterprise businesses.
The Basic plan can be used by very small groups. We recommend the Standard plan for larger teams.
Zoho Forms’ greatest benefit is its automation and workflows. By sending automated emails based upon customer behavior, it eliminates unnecessary admin.
Zoho believes collaboration is key to achieving goals. If you have employees with mobile devices, the app can be accessed from all of them. You can assign work, and see who made changes.
The Zoho Forms reviews have been positive across many review sites, and their users are very happy with them.
