Zoho CRM Reviews

“powerful and customizable”

Pros

A very powerful CRM which offers a high level of customization. It also connects really well with the One suite and a range of other software tools which makes it very flexible.

Cons

The platform feels like it was designed based on what someone assumed sales teams would need, rather than being built by actual salespeople. Missing features like a power dialer, the inability to create call lists and a complex lead scoring process make it feel more tailored to IT users than to sales teams.

“Great for managing customers”

Pros

When it comes to managing customers better, I honestly think this is the best software I've used so far.

Cons

Even though there are still a few negative areas that need to be fixed.

“Ideal for email management”

Pros

Keeping invoicing simple matters to me and this does exactly that. On top of that, the email management performs really well and the pricing is very competitive.

Cons

The interface feels a little dated when you compare it with other options.

“Well-known software”

Pros

It is well known for its high-end CRM software and after using it on a few of my projects, I've been really impressed. It's user-friendly and comes packed with a lot of features.

Cons

The learning curve can be pretty steep at first.

“Outstanding email marketing features”

Pros

Using its API to build custom application integrations has been really useful. The platform is simple to work with, the pricing is very affordable and it comes with a solid set of work tools. Its email marketing features are especially one of the best parts.

Cons

Customer support could be better especially for larger platforms. The setup process is also more complicated than expected and the same goes for the Desk setup which can take extra effort to get right.

“Keeps track of every interaction”

Pros

It does a reliable job of keeping track of every interaction and activity tied to a specific potential customer. It also includes options to store detailed information for each of our clients which makes follow-up and organization much better.

Cons

I think the interface could still be improved a bit and the same goes for all the related documentation.

“Lead tracking powerhouse”

Pros

Right from the dashboard, everything is laid out so all the data is accessible in one place. It has genuinely improved how we track leads, send follow-up emails and measure results. For a small business, it fits really well because of the combination of affordable pricing and useful features. The WhatsApp integration has also been very helpful and has simplified the way we communicate with clients. We can now send WhatsApp messages directly without having to save their numbers on a phone.

Cons

Support is usually fast and helpful although there have been a few occasions when the response time was slower than expected. Other than that, I'm mostly very satisfied with the software.

“Helpful video guides”

Pros

Getting started with it was quick and using it day to day feels simple. It's flexible enough to adapt to different needs and the video guides are helpful when you want to learn features faster. The mobile app is also a nice plus and overall it offers really good value for the price.

Cons

The free plan and lower-cost versions are pretty limited so you don't get access to much unless you move up to a higher tier.

“Lets me send reminders to new customers”

Pros

Keeping up with customers has been much more organized since using it. I can follow up when needed and send reminders to new customers even before all of their contact details are fully integrated. It also does a solid job of managing all my pre-purchase contact information, including phone numbers, email addresses and other customer details.

Cons

The interface can feel a bit overwhelming at first especially for someone new to the platform. There is definitely a learning curve and if you are not already familiar with how the UI is laid out, it may take some time to fully understand the available features and functions.

“Highly adaptable for changing needs”

Pros

One of the biggest strengths of this tool is how customizable it is and how well it can be adapted to the software and workflows we already have in place. If you have the time and the technical know-how, it gives you plenty of ways to connect it wherever you need. In our case, that has been a huge advantage because our technology needs have changed dramatically over the years yet this software has continued to work alongside every innovation and infrastructure upgrade we've introduced.

Cons

This is a bit of a minor complaint since the software is incredibly flexible overall but it definitely doesn't guide you much when it comes to building those integrations or adapting it to existing systems. The support team is solid and that matters a lot because their help is pretty much necessary to get certain connections with other software or processes set up properly.

“Enjoyable UI and UX”

Pros

The UI and UX are simple and pleasant to work with and the platform comes packed with useful features. Opportunity tracking and reporting are also simple which makes day-to-day use much more convenient.

Cons

The process builder feels limited and it doesn't scale well when trying to support the needs of a larger business.

“Top choice for lead capture”

Pros

Out of all the tools I've used for lead capture and management, this one has been the best by far. Everything feels very simple to use and it stands out in a really good way. I'd gladly recommend it again and again.

Cons

Honestly, I don't personally have any complaints about it.

“Affordable for mid-sized companies”

Pros

For a mid-sized organization, this is a very affordable option for managing and tracking contact leads. It also integrates without much hassle which makes it extremely convenient to use on a daily basis.

Cons

I'd like to see more automation powered by AI tools. The number of custom fields is also a bit limited compared with similar products from competitors.

“Feature-packed and reliable”

Pros

Pretty much any feature you can think of is already there.

Cons

It can be expensive for small and mid-sized businesses and the integration setup is a bit tricky.

“Works well across modules”

Pros

There are plenty of customization options, the overall user experience and UX feel well thought out and it works across modules nicely.

Cons

The free version is fairly limited on features compared with the other editions.

“Everything at one spot”

Pros

Having everything bundled into one platform is what I appreciate most. The dashboard feels very user-friendly and simple to navigate and it brings together internal communication, customer communication, inventory management, reporting and time tracking in one place. It works really well for project tracking and the calling features in Cliq are also quite good.

Cons

it's still a fairly complex tool and the free version is too limited to really decide whether the program is right for you. It's also worth noting that customer support is only available in English.

“Keeps track of interactions, contacts and overall client activity”

Pros

The customer relationship management features are really strong and make it much easier to keep track of interactions, contacts and overall client activity.

Cons

The user interface could be more user-friendly and the billing system still has room for improvement.

“Helps with ticket routing”

Pros

We needed a way to distribute incoming emails evenly across the team and this turned out to be a solid solution for creating tickets and preventing duplicated work.

Cons

The level of technical support is lower than expected.

“Solid fit for our needs”

Pros

Whenever something goes wrong, the support is decent enough. Nothing really stands out in a big way but it does the job fine for what we use it for.

Cons

It has the occasional glitch which can be frustrating. It's also annoying when it autocorrects or suggests words in American English.

“Clear documentation”

Pros

Its great how much you can tailor the tool to fit your business needs. It also connects well with a wide range of other tools and features which makes it even more useful.

Cons

Because it offers so many possibilities, it does take some time to learn everything properly. That said, the documentation is generally very clear and helps a lot.