Zoho CRM Software Reviews

“Keeps everything structured!!

Pros

With Zoho CRM, I can keep everything from leads to closed deals organized in one spot. It makes tracking progress and managing client relationships so much easier.

Cons

It is a great platform in general but moving between different sections can feel sluggish sometimes which interrupts our workflow.

“customizable hub

Pros

There are so many things I love about this tool. First we can manage all our employees, customers and suppliers in one central spot. Second it connects perfectly with Zoho Invoice. Third I can tailor the client details to show exactly the info we need. Fourth it integrates seamlessly with our website forms, so when a client submits a form it pops right into the CRM.

Cons

My least favorite part is the pricing structure. While we can add multiple staff in Zoho Invoice, each user in the CRM costs extra. I am also not a fan of how some data fields are restricted unless you upgrade to a more expensive plan, though I know thats common with most CRMs.

“Essential tool for any business

Pros

This software has been essential for getting my company ready for launch. It simplified our entire setup and building the specific modules we needed was incredibly easy especially with Zia's help. I cannot manage my multi-industry business without it and it's crucial for our expansion. Also the price is more than fair when you consider all the features you get like sales pipelines, lead and marketing tools and email management. My favorite is the built-in call feature that gives us a direct customer support line. Overall I am completely satisfied with this tool.

Cons

Right now I really do not have many criticisms. It's been a pleasure to use and I have barely run into any problems. If I had to pick one frustrating area, it was getting the phone system configured and linking our domain to the email. The instructions were not clear enough for me and the steps I could follow did not seem to work.

“powerful budget-friendly crm

Pros

You know, I really believe this is an excellent CRM choice for companies that need to work within a limited budget. The great part is that even though it's cost-effective, it doesn't feel low-quality at all. It actually packs a lot of powerful tools for both sales and marketing, which is pretty impressive for the price point

Cons

Well the email editor is a bit limited when it comes to pre-made templates, even though the ability to schedule emails works well. The reporting feature also needs some work.

“Really good value with solid support

Pros

Zoho CRM seems to offer really good value for the price. The customer support is solid, the software is quite user friendly and easy to use and it is a great system for handling sales, marketing and emails.

Cons

Pipedrive has a more polished and modern look compared to this tool but I am also paying a high monthly fee for a lot of features I don't actually use.

“Excellent for client overviews

Pros

I could easily handle all my customer details and see a complete overview instantly. It clearly showed what stage we were at in the onboarding process for each client.

Cons

The interface gets the job done but it could definitely use a visual refresh. A cleaner, more modern design would make it much more pleasant to use every day

“Powerful all-in-one platform

Pros

I love how this software provides a powerful set of tools that let me handle sales, marketing and customer support all from one central platform.

Cons

Ever since I started using it, I have not faced any difficulties. I use it daily to automate our customer management tasks.

“clear and helpful interface

Pros

It is simple to use, even for beginners thanks to its simple and clear interface. And it is especially useful for managing the sales pipeline, plus the email features really help get more done.

Cons

In my opinion the only downside is its content management. There are some restrictions when we need to import or export data.

“Reasonably priced system

Pros

The cost of Zoho CRM is reasonable compared to other systems. It is also highly adaptable as you can easily tweak modules, data fields, layouts, automated processes and dashboards to fit your workflow. Plus it works perfectly with other Zoho apps like Books, Desk and Campaigns.

Cons

It has a steep learning curve despite being very customizable. The interface and configuration options can be overwhelming for new users. And the standard support can feel slow and unhelpful unless you pay for a premium plan.

“Excellent value with high-quality automation

Pros

I find the value for the money simply excellent. Plus Zoho CRM offers high-quality marketing automation tools, striking a great balance between powerful features, customization options and an affordable price.

Cons

To be honest I do not have any specific negative feedback at the moment as I have not been using it for very long. I will be sure to share my thoughts if that changes.

“let down by poor support

Pros

It is pretty easy to get around this tool. The screens loaded quickly and it was helpful for managing my tasks. Even the pipeline management was good and worked as we expected.

Cons

On days full of appointments, I like to print a summary page from the CRM. This was surprisingly difficult to do. When I called for help, the support agent had such a strong accent I could not understand them. Plus poor customer support is the main reason we stopped using it.

“Buggy & difficult-to-learn

Pros

The automation and customization in Zoho CRM make the sales process much smoother. The Zia AI is also great for prioritizing leads and managing tasks more efficiently.

Cons

In my opinion the email designer is not very user-friendly. Also the platform is difficult to learn and new users often get frustrated by bugs and glitches.

“Too difficult and buggy for daily use

Pros

My team was able to customize it and use the specific tools they required. The time tracking feature was the one we relied on the most.

Cons

Our team found the application difficult to use. We also had constant connection problems where employees could not even get into the app.

“User-friendly & well-connected with other apps

Pros

What stands out to me and what I see mentioned in reviews, is how it simplifies my day. The ability to pull contacts directly from LinkedIn and sync everything across other Zoho apps creates a workflow that just makes sense. The sales pipeline tracking is another feature I rely on daily.

Cons

The mobile app has a confusing interface and significant functional limitations compared to the desktop version.

“full set of features in an accessible way

Pros

Zoho CRM provides a full set of features in a very accessible way. Also it is simple to add new potential customers to the system and we can even oversee and follow every detail related to them.

Cons

Well the initial setup has a very steep learning curve and the customization process is a frequent source of frustration. While they have quick-response support teams, let me tell you you are probably better off not calling them.

“Reliable and affordable way to keep in touch

Pros

It has been a reliable and affordable way for us to keep in touch with customers via email. Its main tools for capturing leads and automating follow-ups let us manage customer relationships easily, without it feeling overly complex. It also integrates well with other software which is great for adding new functions without a complete system overhaul.

Cons

The fundamental features are easy to understand but some of the more complex automation and reporting tools require a significant time investment to master. The navigation is not always the most simple and the interface is inconsistent as some parts look modern while others feel dated. I mean it really needs a full visual update. Support can be useful but you might face longer wait times than you'd prefer for an urgent issue.

“Most functional mobile crm

Pros

I am amazed by how much you can do right from the mobile app. It is easily the most functional mobile experience I have had with any CRM. Plus the product is incredibly flexible as it fits my specific business and sales workflow perfectly.

Cons

Honestly, I had very few complaints. The platform does require a considerable learning period but that's a direct result of its vast customization options and extensive features

“Overly complex despite a clean design

Pros

I was really impressed with both the functionality and the clean design of the deals page. The option to link records and quickly create new accounts, deals or contacts from anywhere was extremely useful too.

Cons

We invested a huge amount of time in training with the Zoho launch team yet we still could not use the system to its full potential.

“Clear lead details with simple customization

Pros

One thing I like is how how clear the lead details were and how simple it was to customize the layout. The tabs for editing information are well-placed and their purpose is obvious, making navigation simple too.

Cons

My main issue was the lack of a master setting for the note order. They automatically show the oldest note first. There is a tab to switch it to show the newest but you have to change it manually for every single lead.

“supportive team with a wide tool range

Pros

I really value that the Zoho support team genuinely tries their hardest to resolve any problems you have with their products. They also offer a wide range of different tools to help you run and expand your business.

Cons

I wish the initial setup was simpler so perhaps an AI assistant could speed up the process. The cost can also be high depending on your business field and Zoho Health needs clearer documentation.

“Good integration w other platforms!

Pros

It connects with almost anything you can think of such as calendar, email, other CRM tools, marketing apps, booking systems and much more, including invoicing and finance software.

Cons

The main issues are the support and overall ease of use. They do not offer one on one sessions which is where many small businesses struggle. I feel like it would be much better if they provided personalized support during the initial setup phase.

“handy tool for managing client relationships

Pros

Zoho CRM is a very handy tool for managing client relationships. It does not take long to learn and keeping track of our sales and projects is incredibly easy.

Cons

It feels a bit overwhelming at first with so many options everywhere and sometimes it is tricky to relocate features. However once we get familiar with it the platform works very effectively.

“Simple and free but broken calendar sync

Pros

It was pretty simple to figure out and offered good features for a free program. I also liked that there was a free Android app available so I could access it from anywhere.

Cons

I could never get the appointments called Meetings' in the CRM to sync with my Zoho Calendar. This was the main reason I wanted a CRM in the first place.

“A huge tool variety

Pros

This tool provides strong customization options and a huge variety of tools. Their large library of ready-made connections with other apps is a major bonus too.

Cons

For daily email marketing it feels awkward and unnecessarily complicated. The interface seems old and important jobs like sorting contact lists or checking campaign stats are hidden in sub-menus. Connections with other apps frequently fail or need manual fixes. Though it is a capable system but it is bulky to work with.

“Helpful tool!

Pros

I really like being able to see where our leads originally came from. You can also filter the list to find leads that have not been contacted yet. Another great feature is being able to send emails that use our company's domain name.

Cons

Figuring out all the different tools and deciding which ones are right for our company takes time but on the plus side, they do offer live online seminars and a chat function for help.

“perfect mix of power and affordability

Pros

What I truly like about Zoho CRM is its perfect mix of powerful features and an affordable price. It does not feel overly complicated like some of the larger platforms but it also is not so basic that you feel limited. Its modular design means it is not intimidating for a new small business yet it can expand its capabilities right along with you as you grow.

Cons

The user interface. Even with recent improvements it still has a very dated look. We also noticed the system slowing down significantly when we uploaded a large set of data.

“Excellent design and very easy to use

Pros

The tools design and user experience are excellent. Also it is very easy to use and get started with. Modifying data fields is a simple process and there is a wide selection for us to choose from.

Cons

I like that you can link the CRM to an ERP system. A downside is that customer service is only in English.

“adaptable system that grows with your business

Pros

I think this tool is very adaptable and grows with your business. The automated workflows, seamless email connection and the clear Kanban view for our pipeline save our team many hours every single week.

Cons

A few parts of the system feel like they have not been updated. The interface can also be slow sometimes and the initial setup demands a lot of patience. I noticed the mobile application is also missing several important features from the desktop version.

“All sales information stored in one simple spot!

Pros

All of our sales information is stored in one spot from the initial contact to all the follow-ups. The system is so simple that even someone who is not tech-savvy can sort through leads, categorize customers and monitor discussions.

Cons

Sometimes getting it to work with other software needs manual adjustments or extra tools. The application itself also feels a bit slow when we switch between different sections.

“Real time-saver

Pros

It's a real time-saver once it's set up. It keeps us from digging through old emails and makes sure we never forget to call someone back

Cons

Keep in mind that it is not flawless as some processes have more steps than they should. However after the initial configuration, you do not have to adjust it very often.

“powerful automation hub

Pros

We now understand our customers and potential customers much better. The system also automatically does many tasks for us that we used to do manually which is a huge improvement.

Cons

The interface is powerful but I feel like it can feel a bit crowded and disorganized at times. It is a vast, complex system so new staff need proper training to use it efficiently.

“Intrusive sales tactics

Pros

I chose ZOHO to help simplify many of the tasks for my small company. The biggest advantages for me were the cost and the fact that it combines so many tools into a single platform.

Cons

My experience and that of many others, contradicts Zoho's marketing that their CRM is simple and user friendly. I booked a demo which they canceled and then rescheduled for 7:30 AM, a time that was completely inconvenient for me. Then the persistent phone calls started which felt very intrusive. I mean do not they realize most people do not conduct business by cold calls anymore? I am almost surprised they did not try to send a fax.

“A lot of useful features

Pros

It offered a lot of useful features and we can accomplish so many different things with this one software. Overall my experience with it was very positive.

Cons

Although the software is packed with useful tools, I find it a bit challenging to find your way around and locate the specific feature you need.

“Ensures we never lose track of a client

Pros

One thing I really like is that it basically ensures we never lose track of a printing client from their first inquiry all the way to final delivery. I also like how you can customize the contact details and sales stages to perfectly fit our specific project workflow.

Cons

The mobile app feels a bit awkward compared to the desktop site particularly when we need to quickly update project notes while we are out of the office.

“User-friendly & highly adaptable

Pros

The platform is user-friendly and a great fit for small and medium-sized teams. Also it is highly adaptable with effective workflow tools. Sorting through data and applying filters is simple which makes it easy to keep a clear record of everything.

Cons

I feel like the interface is a little plain and could be more dynamic. The reports are not interactive and I had some trouble trying to set up automated reporting for our management reviews.

“Top tool with a wide feature range

Pros

Its simplicity and wide range of features are its biggest strengths. It also integrates perfectly with the other Zoho tools we use for our daily business tasks.

Cons

We do not have any negative feedback right now. Our team has only had positive things to say about it as it is an excellent tool that we have fully incorporated into our operations.

“best mobile app!!

Pros

From a users perspective, the mobile app is simply the best for logging customer interactions while I am out of the office.

Cons

I am not completely sure if the notification system for upcoming meetings is as effective as it should be.

“used to be reliable but not anymore

Pros

I have been a Zoho user for years since it was mainly a customer management tool and I have always been a fan. Plus it was dependable, simple and kept me organized. The system has evolved a lot but that reliable core is still just as effective.

Cons

Over time it has become a bit confusing with far more features than I require. I try to simplify it and remove the clutter but the restrictions on customization make that hard which is frustrating when you just want a simple system.

“The best automated activity tracking

Pros

The automated activity tracking is absolutely the best. Also it is precise and helps us pick up conversations seamlessly. Custom messages are handy and simple to use. Automatically saving lead details stops us from ever losing contact info and assigning leads to the right sales funnel and person automatically saves time and cuts down on mistakes.

Cons

I feel like the speed could be improved. The AI assistant seems helpful at first but it often produces confusing replies. I have to keep a close watch on the automated chats and take over when it fails. It does help with automation but it requires constant supervision.

“simple platform that's easy to handle

Pros

I'm really fond of this client management platform. It's simple, easy to handle and you don't have to click through a maze to get things done

Cons

Well I think the system's processing speed could be faster but it does not really interfere with the core functions, so it's acceptable.

“Customizable sales tracking

Pros

It offers sales tracking that can be customized for businesses outside of the tech industry.

Cons

Nothing much but it gives us the impression of being a new product still in development and the customization feels restricted in certain areas.

“Easy to navigate with a clear layout

Pros

I find it simple to navigate, the layout is clear and we can add notes to every lead so all the information is right there.

Cons

The search function can be unreliable sometimes because users can type in various versions of a company name and it does not always find the right match.

“Excellent task automation!

Pros

Zoho CRM has excellent task automation that lets us handle repetitive customer service jobs effortlessly and fast. It gives us access to sophisticated analytics making it simple to review our performance in customer support and outreach. Overall the interface is very user friendly and welcoming which makes the software easy to work with. It also provides multiple ways to communicate, helping us connect with customers without any hassle.

Cons

We have not faced any significant problems worth mentioning. Our use of it has been completely smooth and trouble-free.

“pretty flexible and simple-to-use system!

Pros

It is very simple to use, with a user-friendly interface that our whole team learned quickly. It is also highly flexible, allowing us to customize it to fit our specific sales process. The platform manages our entire sales cycle from capturing new leads and automatically identifying the hottest prospects to highlighting the ones most ready to buy, which helps us follow up more effectively. Overall it has drastically reduced manual data entry by automating our routine sales tasks. And it comes with a wide array of ready-made reports and analytics, letting us easily track our sales pipeline, marketing efforts and key performance indicators. We can also build and schedule custom reports, exporting them for easy review. Its ability to measure marketing campaign success by showing performance, reach and results helps us understand their true impact. Finally the mobile app is a real game-changer, giving us constant access to customer details, interaction history and sales data no matter where we are.

Cons

To be honest we are really grateful to the support team for helping us run it without any problems or glitches.

“User-friendly platform

Pros

I think its user friendly and the mobile application was simple to operate.

Cons

The platform seemed a bit unpolished back in 2021 when I tried it but I have heard it has improved significantly since then.

“Easy to navigate and find client details

Pros

Finding our way around is easy and locating a specific client's details is no trouble at all.

Cons

It can feel a bit confusing at the start but once we get familiar with it, everything becomes much simpler.

“smooth sales pipelines setup

Pros

Setting up custom sales pipelines is a simple task. I created one for a small side project and was able to track its progress almost immediately.

Cons

The mobile application is not as responsive or easy to use as the full desktop website.

“Great system with a clean interface

Pros

It is simple to operate and has a clean interface that makes navigating through the system easy and logical.

Cons

Getting the hang of the automated workflow system can be challenging for some people.

“Simple to understand

Pros

All the different tools and functions are simple to understand and pick up.

Cons

The only thing I would change is the pricing as I think the services could be more affordable.

“Clean design that's easy to adjust

Pros

The design is very clean, it is easy to adjust the sales stages and other options and the whole system is incredibly simple to operate.

Cons

Nothing much but the initial setup process is somewhat lengthy and I'd prefer an integrated form builder instead of needing a separate tool.