Zoho CRM Reviews

“powerful reporting and analytics”

Pros

Right from the start, the interface feels well organized and there's a lot of room to customize it based on different business needs. It comes with strong sales and marketing tools, integrates well with other platforms and the mobile access makes it practical to use on the go. The reporting and analytics are also very capable and the customer support has been consistently excellent.

Cons

Some of the more advanced features take time to fully learn and it can feel overly complex if you only need it for simpler use cases. The email marketing functionality is a bit limited, there are occasional performance slowdowns and the pricing structure could be clearer and more flexible.

“Top choice for handling HRMS functions”

Pros

Working in HR, I use this application regularly and it has been one of the best tools for handling HRMS functions. It's very user-friendly and makes tasks much easier to manage.

Cons

At times, I run into difficulty when trying to get connected with the customer support team.

“Decent basics”

Pros

Since it's a CRM service, the core functions like customer management and lead tracking are reasonably well covered. That said some areas such as project setup feel a bit limited in flexibility and there are features that match our company's workflow while others don't quite fit. That part is somewhat disappointing.

Cons

The usability of the GUI screen really needs improvement. It's hard to use overall.

“Appreciate the remote access tools”

Pros

Being able to use the remote access tools for both my own sessions and to connect on behalf of others is something I really love. It's a powerful feature especially when I need to walk someone through an issue by sharing my screen and helping them directly.

Cons

It does feel a bit slow and complex. When that happens, I usually have to log out and sign back in but after that it goes back to working normally again.

“Adapts well”

Pros

The software is extremely user friendly and has adapted really well as our company continues to grow.

Cons

The integration process can be pretty complicated.

“The best app I've used”

Pros

This is easily the best application I've used. It's very simple to work with, has a really nice interface and lets you integrate it with other software.

Cons

integration packages aren't included in the free plan and are only available to paid users and the custom fields are somewhat limited.

“Flexible integrations and handy APIs”

Pros

Right away, the interface felt simple to navigate and being able to connect it with different tools made a big difference for my workflow. Access to the APIs is another really valuable feature that adds a lot of flexibility.

Cons

Although it comes with plenty of advanced features some parts can be harder to work with than expected. Things like advanced reporting or certain automation functions may feel a bit complicated or not as user-friendly as they could be.

“Can tailor it”

Pros

I can customize the software to match the way I work and fit my specific needs.

Cons

It does take a while to get comfortable with everything since there's definitely a bit of a learning curve at the beginning.

“Easy to move around”

Pros

The platform keeps things simple and tracking activities is very convenient. It's also user-friendly so getting around and using the features doesn't take much effort.

Cons

The pricing feels a little high and it would be better if there were a more suitable option available for small businesses.

“Totally recommended!”

Pros

It has been an excellent tool for capturing clients and driving sales. It lets you organize leads, follow up properly, schedule tasks, keep documentation in order, set priorities and handle many other functions that are worth applying in any business. I completely recommend it.

Cons

I honestly don't have any complaints. It's excellent and right now I don't see any areas that need improvement.

“friendly support”

Pros

The interface is very user-friendly and the platform makes it simple to generate automated responses for clients. Customer service has also been very good whenever needed.

Cons

Getting started with the application can be challenging because you have to go through its modules before you can really use the software.

“full-featured platform”

Pros

It's a very versatile, full-featured platform and the pricing is quite competitive.

Cons

There's an initial learning curve. Also some of the more advanced features may require technical knowledge.

“Excellent piece of software”

Pros

Everything about it feels spot on. It's a very good software and it's really simple to use.

Cons

It's very user-friendly, works well across different setups and feels gentle and comfortable to use. No complaints at all.

“User-friendly option for small businesses”

Pros

A really user-friendly option for small businesses. I've rolled it out at around 30 companies over the past 10 years and even after not using it for six months, I can jump back in without any trouble.

Cons

There is a lack of structured training. Over the years, I've mostly had to teach myself how things work and I don't recall seeing much formal training available.

“Detailed contact management system”

Pros

Having all client and lead information together in one place really helps. It offers a detailed contact management system so you can store and monitor things like contact details, communication history, activities and custom data fields without juggling multiple tools.

Cons

Getting timely and satisfactory support can be a challenge. Although there are help resources such as documentation, forums and online assistance, the availability and responsiveness of direct support can be inconsistent.

“Accessible anywhere”

Pros

The platform is very user-friendly, can be customized to fit different needs and I can access it from pretty much anywhere.

Cons

It doesn't work offline and only the admin has permission to make edits.

“Clean interface”

Pros

The interface is simple to work with. Being able to set up workflows is also a big plus and makes the software even more useful.

Cons

The Standard edition only lets you customize 10 fields. I ended up upgrading to the Professional edition just to get the field customization I needed and that also came with extra tabs I do not even use.

“Beginner-friendly software”

Pros

Setup didn't take much effort at all. It's also simple to use for someone new to the platform which makes onboarding a lot less intimidating. Another big plus is the integration options with other products and the new Canvas design system is a nice addition for creating and customizing CRM layouts.

Cons

interface comes across as fairly basic. The overall user experience could definitely be improved with a refreshed look and a more modern product design.

“Wide range of features”

Pros

Right away, it stood out to me for its wide range of features, user-friendly interface and flexible customization options. The lead and contact management tools, marketing automation and analytics helped me organize my sales process better and make more informed, data-driven decisions. It's also reasonably priced so I'd definitely recommend it to other businesses.

Cons

There are still a few downsides though especially the limited customization in reporting and analytics, along with some issues when working with third-party integrations.

“Fits my needs”

Pros

It's a very user-friendly platform and can be customized quite well to match the needs of each business. The automations take care of administrative tasks which helps us save a lot of time. We also have quick access to the customer database, can keep track of sales and orders and it supports simple communication with suppliers, sending documents to patients, internal communication and much more.

Cons

The system goes down quite often or becomes unavailable during updates.