Zoho CRM Reviews

“Powerful mobile functionality”

Pros

Running a business solo and working mostly in sales, I really need a mobile app that actually holds up in day-to-day use. A lot of CRMs fall short here, with apps that lose so much functionality that they're barely useful once you're away from the desktop. This one does a really strong job of keeping a lot of the core features available on mobile and that was one of the biggest reasons I decided to go with it.

Cons

Its deep level of customization can be a plus and a minus at the same time since there's definitely a learning curve and some upfront time you have to put in before you can really get the most value out of the CRM.

“Flexible customization options”

Pros

I really appreciate how flexible the software is when it comes to customization.

Cons

At times though, the software can get very technical.

“Helps us manage our clients”

Pros

Overall, it's a very good and reliable software and it's simple to use. It really helps us manage our clients very effectively.

Cons

The deal entry feature still needs improvement.

“Smart tools for communication”

Pros

Between email, chat and live view, it covers the key communication pieces really well and the platform feels somewhat intelligent in the way it works.

Cons

There's definitely a lot to learn at the beginning and the setup takes time even though the system does feel somewhat intelligent.

“Simple to manage”

Pros

It's simple to manage and can be tailored to fit my company's specific needs.

Cons

The pricing could be lower and more budget-friendly for smaller organizations.

“Easy to deploy”

Pros

After more than five years of using Zoho under an enterprise license, it has proven to be very user-friendly and simple to deploy. It works well with our in-house applications through integrations and the dashboard is well designed. The availability of different user roles is helpful and we rely on it for CRM, lead management and customer support. The wrapper API functionality has also been solid. Uptime has been dependable, the licensing policy works well for us and having the data center in India now is another big plus.

Cons

Technical support still needs improvement. New features should be rolled out faster in response to customer feedback and the security capabilities also need to be strengthened.

“Competitive pricing”

Pros

Running it across 118+ clients has made a big difference for me. I can keep track of client records, licenses, invoices, credits, email marketing, campaigns and even use the Sprint tool to launch and manage work in a Kanban-style setup. For everything it includes, this is definitely one of the most inexpensive CRM tools out there.

Cons

Once you need deeper customization, the options start to feel limited unless you bring in an IT developer to tailor it to your requirements. Customer support also won't handle that kind of customization for you.

“Keeps track of social marketing activities”

Pros

Managing contacts, generating leads and keeping track of social marketing activities is very convenient with it. The interface is clean, simple to understand which makes it pleasant to use.

Cons

I don't have anything negative to say about this CRM software.

“Simple daily workflow”

Pros

Using it day to day feels very simple and the options are simple to handle and manage.

Cons

Setting up customizations can be a bit complicated and there are some limits you may need to expand over time but the support team is very helpful to work with.

“CRM traceability I really enjoy”

Pros

Being able to track everything in the CRM and connect several folders at the same time is really helpful because it keeps the information properly recorded.

Cons

It would be even better if there were a financial integration with other programs, for example "PARASUT" in Turkey.

“Excellent prospect and client tracking”

Pros

It builds a complete database of all your prospects and clients and it lets you interact with them in a very effective and professional way. If you run a business, this is a really valuable tool for helping you close sales.

Cons

Up to this point, I haven't come across anything negative in this tool.

“Lead qualification and data export”

Pros

The parts that have made the biggest difference for me are lead qualification, data export and the contact database. Those features are really what make this software worth using and they're very simple to work with.

Cons

It can be slow and sometimes crashes. Since we have to reach out to clients every day and rely on their information being available, those crashes end up being pretty inconvenient for us.

“Fantastic voice note recording feature”

Pros

Really practical to use, with the same tools available as on the computer through the website. The voice note recording feature is especially excellent and very useful.

Cons

For the past few months, reports haven't been possible to display. It's also not possible to use geolocation when adding a new address for a new contact.

“Covers all bases”

Pros

Having the option to move into a complete online business software suite is a big advantage. If you expect to need more tools later and want everything to work well together, their full suite covers that nicely.

Cons

A few features such as filtering and layout customization, are locked behind the paid version. It's not a major issue but it's still worth keeping in mind.

“User-friendly analytics and reporting”

Pros

User-friendly interface stands out. It's simple to work with and the activity tracking, data analytics and report creation are all very helpful.

Cons

It would be even better if the product continues to be developed further with more improvements and added capabilities.

“Fairly priced”

Pros

The interface is very simple to understand and it comes with useful features like forms and workflow automations. On top of that, the price is lower than many other CRM options.

Cons

At times, the interface can feel a bit complex.

“Handy attendance tracking”

Pros

It comes with plenty of useful options, including attendance tracking, regularization, working and non-working day details and a full holiday list. It covers all the essentials really well.

Cons

The interface is very well designed and gives users a very pleasant overall experience.

“Checks every box”

Pros

Between the built-in email templates, daily email sending limits, contact and invoice management and plenty of other tools, the CRM covers a lot. It works really well for companies and organizations that need a centralized way to handle documentation because it's simple to use, efficient and supports data transfer nicely. There's also a wide range of customization available. On top of that, you can use extensions and integrations from the Marketplace to improve different parts of the business, including productivity, sales and financial management.

Cons

I honestly don't have any dislikes or least favorite thing about this software.

“Lead quality boost”

Pros

One thing this software has really done for my team is free up more face time with prospects while cutting down on mistakes. It's also helped me make sure the leads moving from marketing to sales are high-quality and actually worth pursuing. On top of that, it lets us personalize content and automate follow-ups without any hassle.

Cons

I have nothing negative to say about this software because it brings a lot of value to our organization in every way.

“All customer data in one place”

Pros

Getting to everything is quick, with all customer data centralized in one place and interaction tracking included which makes follow-ups much easier.

Cons

Customer support is quite limited so getting help when needed can be frustrating.