Zoho CRM Software Reviews

“perfect for tracking leads

Pros

It is great at handling the flow of leads. Because it lets us create detailed reports, I'm able to follow up on leads and see precisely what stage they're in , for example whether they've been called, emailed or otherwise contacted.

Cons

I'd like to see a simpler way for new hires to build reports, such as showing all available filters in a dashboard pop-up so they don't have to hunt through menus.

“best for new and experienced users

Pros

One of the features I like most about it, is its dashboard. The dashboard's layout is really well thought out, with headers arranged in a way that even newcomers can get to grips with the system quickly. I also appreciate that I can filter leads directly within the platform.

Cons

Honestly I have nothing to complain about. All in all, I am a very satisfied user.

“Organized with helpful alerts

Pros

I use it to monitor all my clients' and customers' details and it genuinely helps me stay organized. it delivers every single alert , for example when a customer's payment is due and other reminders which allows me to plan my future scheduling and prepare for the upcoming workload.

Cons

One thing I'd like them to improve is the layout. Putting all the important headers in one place would help a lot. Or, giving me the option to create my own folder for the headers I need to see would make things much easier to navigate.

“Always reliable and automated tool

Pros

It delivers a range of business tools and a feature I really rely on is the ability to prepare invoices ahead of their due dates. For me, the system will auto-create and dispatch invoices before a client's software subscription lapses which prevents hold-ups and lets me deliver timely service to my clients.

Cons

there's nothing about it that I dislike. I genuinely appreciate how it consistently delivers better solutions for me every time I use it.

“Speeds up sales but has limits

Pros

I can run bulk email campaigns with ease which has helped accelerate my sales and grow revenue. As a loyal user, I genuinely value the platform's overall performance and support.

Cons

I'd like them to increase the number of email sets allowed in the bulk email campaign feature since the current limit feels restrictive for my marketing needs.

“Friendly, complete and affordable solution

Pros

It's incredibly user-friendly, offering a complete end-to-end CRM experience. It's very affordable and allows a pay-as-you-grow model. I also appreciate the convenience of a mobile app for users and that importing or exporting data is smooth.

Cons

I run into support delays because it uses remote help. This can make fixing some problems slower than I'd like.

“Tidy tracking with cluttered layout

Pros

One thing I like about IT is the "Fields" option that appears at every lead stage. Its filtering features also help me keep track of leads making it smooth for me to monitor prospects and very easy to use.

Cons

the interface has too many headers , they could be merged to simplify the layout and make it less cluttered.

“best for bulk leads & scheduled campaigns

Pros

Having the ability to import large batches of leads and send them all at once is great and I can quickly schedule my email campaigns. Also the system automatically removes duplicate email addresses when we upload our lists which saves time.

Cons

I'm unable to set up automatic follow-up emails which is frustrating. Reminders also don't function effectively for our business when trying to reach clients so we're missing opportunities. It would be far more useful if the platform automatically sent follow-ups to anyone who has not replied to our initial messages.

“Distinct and simple filters

Pros

One of the best features I have found in it is the filtering for Leads, Contacts and Accounts , each filter is distinct and simple to work with. It helps me quickly spot my most recent leads and accounts.

Cons

There is not anything about it that bothers me or that I dislike. I've been using the platform and find it to be genuinely excellent and reliable.

“Interactive, helpful and affordable tool

Pros

Zoho is interactive nd highly customizable and it's really helped us strengthen how we manage customer relationships. I find the drag-and-drop workflow designer, the clear reporting tools and the smooth integrations especially useful for simplifying our operations. I genuinely recommend it for teams wanting an efficient, budget-friendly platform.

Cons

I think if zoho adds these features, it would become a much more complete and flexible tool for businesses in all sorts of industries.

“Top tool with tough setup

Pros

This is one of the top platforms for tracking our sales team across the entire journey from lead generation to closing sales and it has been a huge help.

Cons

I find that setting up it for each member of our sales team is a rather complicated and time-consuming process.

“best for teams to track leads

Pros

It helps track leads and lets me assign them to my teammates, I can create new leads or import them via CSV and on top of that we can sync lead sets from a Google Sheet.

Cons

I don't think it has any real downsides, I'm using it and find the platform very easy to use.

“Useful on all devices

Pros

Since I have the app installed on my phone, I find it convenient to access and use it across multiple devices.

Cons

I wish the free plan offered integration options...please add support for integrations on the no-cost tier.

“Perfect for tagging and filtering

Pros

the single best thing about it has to be its tagging and filtering capabilities which really make organizing items simple and efficient.

Cons

So far I don't have any negatives to report about it, I have not faced anything I would call a major drawback.

“Fast and friendly connections

Pros

What I liked most about it is how it helped me quickly build solid relationships with my customers, letting me connect more effectively in far less time.

Cons

I find the application very useful and so far I have not run into any issues or difficulties while using it.

“Powerful but overwhelming toolbox

Pros

It offers a ton of features and I rely on its ability to let me tailor module fields and layouts to fit my workflow. Being able to quickly push leads or contacts from my Outlook into Zoho is a real time-saver so I end up using it every day.

Cons

It's easy to get overwhelmed by all the features unless I spend time learning how everything works and in my experience the custom reporting tool IS awkward and hard to use.

“excellent tool for tracking

Pros

I find it simple to organize leads and to accurately monitor the progress throughout the sales pipeline.

Cons

I think the user interface should be made more interactive and customer-friendly to improve usability.

“The best for simple lead management

Pros

it's the best lead management , it's simple to use and helps me connect with clients effectively.

Cons

I don't have anything negative to mention about this tool.

“truly transformational all-in-one tool

Pros

It is truly transformational. Instead of being stuck with a single-function app, it's a complete all-in-one CRM solution. Rolling it out fundamentally changed how our company operates. It supports us in the most effective and comprehensive ways imaginable.

Cons

We currently don't face any bottlenecks with it right now.

“simple way to reach distant clients

Pros

What I love most is being able to contact prospective clients outside my local area through it easily.

Cons

there is not anything wrong, I've been using it for a while now and it's worked really well.