Zoho CRM Software Reviews

“simple..has everything...love it all

Pros

It's simple to install, integrate and get up and running. It's great for managing the sales cycle and smooth to use. its very interactive, includes every CRM feature I need and the customer support is excellent, I use it every day.

Cons

there's nothing I dislike... I love everything about it.

“easy first crm but pricey for startups

Pros

What I like most about it is that I found it very easy to use even though I had never used any CRM software before. The flow for every step, including leads and conversions is very helpful.

Cons

I don't have any complaints at the moment, though it could be expensive for a very early-stage startup.

“Works great via outlook

Pros

It includes everything it should. User access is smooth, each sales stage is set up and it's very handy to update leads, contacts and deals directly via Outlook.

Cons

Honestly I can't pinpoint any negatives about it. It consistently performs well for me.

“still in the trial phase

Pros

I have been using it to run tests for integration setups and to validate how different systems connect.

Cons

At the moment I don't want to say anything yet :)

“Has all apps but they don't always work

Pros

1. I appreciate that it includes all the functions and applications a business requires to operate effectively. 2. Designing and developing with the platform is smooth and user friendly. 3. Integration with other applications and products is improving, becoming faster and more reliable every day. 4. It also offers a quick support system.

Cons

1. However I've noticed that not all of the applications within Zoho One are set up to collaborate smoothly with one another. 2. There are limitations at the account level regarding settings and organizational structure that restrict flexibility. 3. Some customizations are difficult to achieve and require workarounds.

“add many apps & needs training

Pros

It lets me add a wide variety of apps into the suite. They come as package-based offerings yet I'm particularly fond of their CRM application. I can also set up multiple sandbox accounts for various UAT environments and there's a Dev Sandbox available as well.

Cons

there are not any particular features I dislike about it. The main caveat is that I need some training to use this platform properly, it's not something I can get comfortable with in just one day.

“super quick data integration

Pros

Integrating data is super quick and easy. Everything connects fast, without any problem.

Cons

The invoice printing facility could be improved to work better.

“good choice for tracking leads

Pros

It's super helpful for tracking sales leads. It really keeps everything organized and easy to manage.

Cons

There are so many options that I sometimes notice features ending up displayed at the top which can be distracting.

“exceptional and always helpful customer support

Pros

The customer support is exceptional, honestly, it's been incredibly valuable and always so helpful.

Cons

I don't have any complaints, every problem I have run into has been fixed.

“Loved by all teams

Pros

Our support crew really appreciates the ticketing feature. The CEO is happy with the cost. Meanwhile, our Sales and Marketing folks are building lots of automations inside the CRM.

Cons

Even though the platform sometimes has glitches, their tech support is good at helping me fix things fast.

“smooth cRM.. missing key features

Pros

It is very smooth to use and supports assigning multiple user roles. I can work with pipelines, set up automations, generate reports and plug in telephony features. Compared to other CRMs I've used, getting it configured is much simpler.

Cons

I often end up needing to use other apps or write my own custom code to fill in the gaps. A big one con for me is that there's no simple, built-in way to assign leads to specific salespeople or teams.

“essential tool but can be overwhelming

Pros

It delivers a smooth customer management workflow thanks to an amazing interface, plenty of customization choices, easy integrations, built-in automation, a usable mobile app and strong analytics. Because it adapts to particular business requirements, aligns repetitive tasks and surfaces actionable insights, I consider it essential for managing customer relationships efficiently.

Cons

I have run into a few drawbacks. it has so many features and the free plan is pretty limited. Sometimes the interface is overwhelming, the add-ons don't always connect smoothly and you can't always count on getting quick help from support. I've also had issues with the mobile app, the costs can add up if you upgrade and you need some tech skills to set things up your own way. In the end whether this is a problem really depends on what you need it for.

“Very versatile platform!

Pros

Its very versatile platform because it supports many different features and connects smoothly with many of other applications.

Cons

I had one problem where the CRM dashboard just wouldn't refresh, no matter how many times I reloaded it.

“No need for customization, It's perfect

Pros

Using a lot of other CRMs like Infusion and Salesforce, I have realized the need for a more simplified solution. That is the reason I switched to Zoho, which can be operated with minimal effort and less manpower. All the features required for social, email, and CRM are all housed in one location and integrated with each other quite well. Warming up prospects before transferring them to the CRM module is simple with the help of the email campaign area. It is simple to assign tasks to the sales team and generate detailed reports about the progress of those tasks, which lets me decide what to do next.

Cons

I recommend some training videos be added so that we might be able to use other features to help us in some way. The CRM module does not always receive accurate statistics from the email campaign area. Generating and nailing the leads is not as perfect as I would have liked. I mean, there is no perfect method for qualifying leads.

“Powers up sales performance

Pros

It is great that Zoho has focused the most on one thing that matters the most: customer management. Its dead simple to create folders and neatly organize all our clients in a space free from clutter. We have been using it to organize client records with their information and requests, save all documents, archive emails, and keep track of transactions done by our team and among them. I like how Zoho CRM makes it easy to filter customers by suggested topics. This makes it easy to make lists of important information about a certain group of customers based on their specialty or interests, so that our team can quickly get in touch with them and make them special offers.

Cons

The team behind Zoho has not been great with updating the software on time. I feel like its been left behind by the competition, and if they keep it up, they might end up losing customers. Also, obtaining blueprints and custom coding is a hassle.

“My go-to marketing manager

Pros

Zoho takes away the need for going through the trouble of having to keep several marketing automation tools for different types of tasks by bringing them all in a compact suite with social networking capacities to help us market our products better. My favorite thing about Zoho is that there are no fixed templates or a learning curve with this platform.

Cons

No cons. I absolutely love how easy to use and unique this software is!

“Leading solution for social media management

Pros

Managing social networking accounts has become so easy ever since I started using Zoho. The solution offers some really advanced tools and functions in the dashboard dedicated to measuring performance.

Cons

There is nothing that I do not like about this platform. I feel more people should use it for its social media management skills to save up on a lot of time and daily effort.

“Efficient & practical tool

Pros

Having all my social accounts in one place makes things so much easier. It saves time by letting me plan and schedule posts ahead of time. Plus, I can see how everything is doing, which helps me plan better content for the future.

Cons

I have so far encountered no issues with Zoho. It has been a lifesaver for me.

“Top choice for social media management

Pros

Zoho has been a game-changer for me. It makes it so easy to keep up with social media and helps my business grow and attract more leads. The integration with different social platforms is seamless, and it stays up to date with the latest trends, which I love. Scheduling posts for all my accounts helps me plan my marketing campaigns much better.

Cons

Unlike Instagram, the Twitter integration isn't as smooth as I'd like. Retweets don't always go through properly. Zoho also depends heavily on a strong, stable internet connection. If the connection is lost, any progress I made is wiped out and there's no option to save it to post later.

“Complete Game Changer!

Pros

It is the perfect solution to eliminate the daily problem of posting on different social platforms and tracking progress. It's super reliable and efficient, with tons of extra tools to help promote our products more effectively through social media marketing.

Cons

Zoho is definitely a leader in its field. I have zero complaints, even after using it for years.