Zoho CRM Reviews

“Easy for new users”

Pros

Getting started with this software is very simple. You can use it pretty much right away without needing any prior training and the built-in user tours do a nice job of guiding you through how everything works.

Cons

At this point, I haven't come across anything I dislike about the software.

“Impressive functionality”

Pros

The overall functionality feels on par with other top CRM platforms so it holds up well against the leading options out there.

Cons

There's no weekend support and getting in touch with the accounting or billing team can be frustrating because they're difficult to reach and slow to respond.

“full enterprise platform”

Pros

True to what it promises, Zoho One works as a full enterprise platform for running the entire business. We depend heavily on the CRM for creating quotations, sending templates, quotes and proposals and keeping contact management organized.

Cons

It's a very large system with plenty of features we still haven't tapped into and I suspect some of them will stay unused for a while. New users have to pick up a few habits before it feels natural so the learning curve is fairly steep. That said, I can't say there's anything I actually dislike about it, it just took some time to get comfortable with.

“Recommended!”

Pros

Zoho CRM was one of the tools I used the most in my previous job. It's very simple to work with, makes day-to-day tasks much simpler and at the same time gives you a lot of information in a very visual way. On top of that, the many integration options with Zoho tools and the rest of the suite make it a highly recommendable choice when choosing a CRM.

Cons

If you haven't used another CRM before, the number of options it offers can feel a bit overwhelming at first but once you get the hang of it, it becomes an incredible tool. Support can also be a little challenging if you don't know English although the service itself is very good. I do miss some more advanced features but the team is constantly improving the product so it's not a major concern and those features will probably arrive over time.

“Handy mobile access and call logs”

Pros

Having call recording available through smooth deep integration has been really useful for us. The mobile app also makes it convenient to check sales data whenever needed and setting up multiple users along with different sales process cycles was hassle-free.

Cons

The interface could be improved with better color choices. At times, older recordings take a while to load and the system occasionally logs out automatically.

“Investor tracking done right”

Pros

Keeping an investor database in it is very convenient and pulling up those profiles whenever needed is quick and hassle-free. It's also helpful that the data can be exported in CSV format.

Cons

A few features still need improvement especially the amount of space available for uploading documents.

“User-friendly across all skill levels”

Pros

Whether someone has very little tech experience or a deep background, the software is approachable and simple to work with for a wide range of users.

Cons

Custom manufacturing pricing is where it falls short for us. We produce made-to-order parts instead of pulling from pre-priced inventory so our quotes involve a lot of detail and special pricing variables. The quote sheet feels a bit too standardized for that which makes it hard to fully switch over without still relying on Excel or another custom spreadsheet.

“Extremely useful”

Pros

It comes with all the features I need and it has become very useful for me.

Cons

There's nothing about it that I dislike.

“Fair pricing”

Pros

Getting started with it was very simple and the pricing is affordable. On top of that, it offers a lot of flexibility so it fits my needs really well.

Cons

The interface could probably use a bit of a refresh but it's nothing that actually gets in the way of productivity.

“Handles everything”

Pros

It feels like its own complete ecosystem. You can handle just about everything with its tools and software and realistically run your entire company from one place. From sales analytics to webinars to email campaigns, it covers a lot. That's a huge advantage because you don't need to juggle a bunch of separate tools and deal with integrating all of them.

Cons

At the same time, it can be pretty complex. It goes down more often than it should and some features don't always work the way we expect them to. It also doesn't seem to connect very well with certain dialer pads or calling software, along with a few other issues.

“Useful statistics”

Pros

One thing that really worked well for us is how customizable it is based on our needs and getting it implemented was quite simple. It's also reasonably priced compared to other options. The reports and statistics are useful and it does a very good job of storing IT-related issues and making them easy to share across the team.

Cons

Mail automation alerts take longer than expected to reach users. Automating certain processes can also get complicated when customizations are involved. Another limitation is that only the super admin is allowed to make the modifications we need.

“Makes collecting information simple”

Pros

Every day, I rely on it to manage and update more than 700 members in our association. It has made sorting reports and collecting information much simpler especially because the contact templates can be customized in almost any way we need. The reporting side is also very flexible and customizable which has been fantastic.

Cons

The way the information is laid out could be improved. It's user-friendly enough but it gets slow to move through when you need to browse more than 100 names.

“Syncs with LinkedIn”

Pros

The set up is easy and I also appreciate how many other tools it offers, including integration options like LinkedIn.

Cons

The email system feels a little unstable at times which can be frustrating.

“Simple to navigate”

Pros

After two reps left within a two-month period, I had to step in with no prior knowledge of the system. Thankfully, it was very user-friendly and simple to navigate. I picked up most of what I needed within just a couple of hours by clicking around and exploring. I haven't run into any problems with it and it supported our IT transition really well without causing any negative fallout.

Cons

Overall look and feel is fairly basic but it doesn't take away from the product's value at all.

“Custom reports that really help”

Pros

I appreciate is the customizable page especially because it lets you pull an end-of-day report exactly when needed.

Cons

At times, the time clock doesn't work as well as it should.

“Smooth onboarding”

Pros

Getting the team on board was pretty simple because the interface is simple and easy to follow for both end users and admins. Being able to assign tasks to different team members was really useful and I also appreciated the flexibility in how tickets could be answered, whether inside the platform or straight from a personal inbox.

Cons

The reporting side wasn't especially useful for our organization, at least based on how we've been using the system so far. The reports felt too basic and didn't provide the level of detail we were hoping for. That said, we looked at the reporting function not long after implementation so we're planning to review it again once we reach the 12-month mark.

“Wide range of integrations”

Pros

Using this CRM has been very simple and the wide range of integrations available is something I really appreciate!

Cons

At the beginning, there were too many fields to deal with but after customizing the options, everything started working well!

“All-in-one marketing companion”

Pros

Running our full marketing operation is much more manageable with this software because it brings all the tools we need into one place. It lets me handle customer relationships smoothly from a single platform which has been a huge plus. The system feels complete for business use and the customization options combined with how user-friendly it is make it even better.

Cons

It has played a big role in helping us attract and connect with our customers which matters a lot to our business. Honestly, with how positive the experience has been, I really don't have anything negative to say.

“Top CRM platform for small and midsize businesses”

Pros

It stands out as one of the top CRM platforms for small and midsize businesses, entrepreneurs and even larger companies. I really appreciated being able to connect my own domain and use the system in a more professional way at no extra cost. The higher-tier plans also come with solid features and are reasonably good for what they offer.

Cons

Getting fully comfortable with it can take a while because the learning curve is sometimes a bit long but thankfully there are plenty of helpful training resources and video tutorials available.

“Easy to review past interactions”

Pros

It speeds up the process of locating customer information and makes it much simpler to review past interactions and the solutions that were proposed.

Cons

Notification alerts and communication channels could be improved.