Zoho CRM Reviews

“Excellent for tracking performance and managing tasks”

Pros

Having all these features in one place makes daily work run really well especially for adding tasks, setting goals, tracking performance and managing tasks, data and more.

Cons

I honestly haven't come across any feature or tool that I dislike. Everything works efficiently and is simple to use.

“Consistent performance”

Pros

After using these apps for several years, I still appreciate how simple and uncomplicated they are. They consistently do what I need and the interface is simple enough for beginners while still being solid for more advanced users looking for an alternative.

Cons

Every now and then, emails sent directly from within the apps end up in spam. It doesn't happen often but it is something I've noticed from time to time.

“Deep analytics”

Pros

Getting it up and running was simple and using it day to day doesn't take much effort. The deal tracking is powerful, the analytics are useful and user management is handled well. It also sits at a good price point and the integrations with Gmail and Slack are a nice bonus.

Cons

The deal lifecycle tracking still feels incomplete so it doesn't cover everything as comprehensively as I'd like. On top of that, the UI/UX feels complex and a bit outdated.

“Effective workflow automation”

Pros

Working with it has been really convenient and the workflow automation helps a lot with handling tasks more efficiently.

Cons

Most of the time, the loading speed feels a little slow.

“Ability to interact with customers”

Pros

Appreciate being able to stay in direct contact and interact with customers through email messages. The filtering feature is also useful because it keeps read and unread messages from getting mixed up or piled over each other.

Cons

filter groups read and unread messages by wrapping them on each other which can make the message view a bit confusing at times.

“Deal Management section organizes leads”

Pros

Using the Deal Management section made a noticeable difference in how I organized leads and it helped our team close more deals than we were able to before using this software.

Cons

It does feel like I'm paying for a lot of features that I either don't know how to use yet or don't really need right away.

“Laid out clearly”

Pros

Everything is laid out in a way that makes it simple to find what I need especially automations, campaigns and leads.

Cons

Honestly, I enjoy pretty much everything about this platform. It really helps organize the way marketing gets done.

“Helps monitor non-compliant inbounds”

Pros

At work, we rely on this software to monitor non-compliant inbounds and it does a really good job of keeping everything organized in one place. It also keeps the responses for each ticket separate from the rest of my emails which makes things much easier to manage.

Cons

I do wish moving between the different pages within a ticket was a bit more user-friendly.

“Handy folders for team sharing”

Pros

Having multiple folders makes it simple to share data across the team and staying connected with everyone is very convenient.

Cons

The interface could use a bit more refinement and improvement.

“Handles all my business needs”

Pros

Everything it offers is excellent and simple to use and I'm able to handle all of my business needs with it.

Cons

I haven't run into any issues because all of the features feel very simple to use.

“We love it”

Pros

Running my small business has been a lot easier with this. The interface didn't take long to figure out and moving around the system feels very user-friendly. It's honestly been a lifesaver for keeping things organized. The only drawback I'd mention is that it can be a bit difficult to find on Apple devices but for PC users, it's absolutely something to love.

Cons

This is pretty much exactly what I wanted in a CRM. It includes all the features I consider important and the UI has a really clean, attractive look. Using it is genuinely enjoyable.

“useful for institutions”

Pros

It is really useful for institutions and organizations across a wide range of needs. The most valuable part for me is its customer management feature which stands out as especially helpful.

Cons

There are a lot of options so the interface can feel a bit confusing for new users at first. Once you understand how everything works though, it becomes much more manageable and helpful in daily use.

“Better team tracking and follow-up”

Pros

Using this CRM has really helped me organize the work in my small business much better. I can keep track of how my team's work is progressing and send them quick reminders so they stay focused on the goals I've assigned.

Cons

it has very little visibility. I only came across it by chance and I think it would benefit from more promotion, tutorials and training resources related to how to use it.

“Flexible project tracking setup”

Pros

We use it to manage projects, tasks and issues and it can be configured pretty easily to match the way your team works.

Cons

One thing that can be confusing is knowing whether closing a dialog will actually take you back to the previous page. We also have to remember to refresh the page manually sometimes before changes show up properly.

“Smooth suite integration”

Pros

Everything connects really well across Zoho's full product suite which makes integration feel very simple.

Cons

When we were first rolling it out in the company, there weren't enough tutorial videos or training decks to help guide the implementation.

“Incredible remote work features”

Pros

Compared with other platforms I've used, this one goes beyond them when it comes to remote work features, staying in touch with leads and keeping the sales funnel organized and moving.

Cons

Honestly, I haven't run into any downsides at all. If anything, the pricing plans are a big plus because they're excellent and much lower than what similar programs usually charge.

“Simple and practical features”

Pros

All of the most important functions are very simple to use.

Cons

The price compared to the functionality offered can be an important factor to consider.

“Top-tier sales CRM”

Pros

From the past six months of using it, it has felt like a top-tier sales CRM that genuinely supports faster business growth. The system is simple to use, keeps workflows organized without much effort and the pricing is affordable as well. It's also very flexible which makes it suitable for almost any industry, including education. On top of that, it works really well for managing and growing a database.

Cons

I'm honestly very satisfied with the software because it includes all the features I was looking for for my organization.

“Lead tracking stands out”

Pros

Lead management and email marketing are the strongest parts of Zoho and the features I get the most value from.

Cons

Customizing the module is a bit inconvenient since we still need help from customer support to get it done.

“helps serve customers efficiently”

Pros

This tool helps serve customers efficiently. Overall, it supports multichannel communication which makes managing commercial sales activities much more complete. It also includes warehouse control and market calculations so the whole sales process can be handled in a more organized way.

Cons

Up to this point, I haven't run into any issues. It feels like a secure and efficient solution and that has been consistent in daily use.