Zoho CRM Reviews

“Versatile functionality”

Pros

Zoho offers more than 40 online business applications which is exactly what attracted us to their CRM in the first place. It promises to help increase sales, support marketing efforts and cover other business needs like accounting and internal communication. From using it, I can say it really does provide a wide range of functionality.

Cons

Even though the platform sounds very appealing, having so many features bundled into one system can make it harder to stay focused on the areas where Zoho performs best. To me, it ends up feeling more scattered than a traditional CRM.

“Realtime reports”

Pros

Right from the purchase stage, it has been very simple. We connected it to our lead generation tool with just a single click which saved a lot of setup time. The real-time reports and dashboards have been especially helpful for the team when it comes to handling daily work. From a business manager's perspective, having a clear view of the pipeline forecast makes planning much more practical and organized.

Cons

There really aren't many downsides to mention, except for the data limits included in the plans. What's offered is decent but there's still some room to improve in that area.

“Smooth integration across tools”

Pros

The integration it offers is really good since it lets you feed Excel tables and complement the work with other programs.

Cons

Certain views get locked for users and it doesn't allow changes to the viewer role.

“Allows us to handle everything”

Pros

It's a very useful platform and gives users the ability to handle pretty much anything they need from a CRM.

Cons

The DIY feature isn't really to my liking. It's a large application and customizing it can be quite difficult.

“Safe and secure”

Pros

the security and privacy stood out and it's also very simple to use. It doesn't take long at all to get comfortable with it and feel like you know what you're doing.

Cons

I can't really point to any issues. I've been using it for the past two years, not just for IT but for my email as well and overall it has been reliable enough that I don't see myself switching to another provider anytime soon.

“Full marks to Zoho”

Pros

Nearly everything about it works really well for me. The functionality is strong, the user interface is clean and handling data is simple. Email management, account management and overall accessibility are all well done too.

Cons

I honestly can't point to anything I dislike about it. Overall, it feels like a 10/10 product.

“Full automation across marketing processes”

Pros

It has met all the key sales requirements for us, with full automation across marketing and communication processes. On top of that, it has made digital engagement much more organized and effective through social media channels.

Cons

It follows a well-structured approach to different sales needs and the management and support provided have been reliable, with no major issues to complain about.

“Huge timesaver”

Pros

The interface is very simple to work with which makes everything quicker and saves a lot of time. It also keeps the data well organized and makes it easy to access whenever needed.

Cons

There have been a few times when raising a ticket took longer than expected but aside from that, the rest of the features have been very useful.

“Reliable ticketing tool”

Pros

The ticketing side works really well and the project management workflow fits our needs perfectly.

Cons

The reporting can also be customized based on what users need.

“Solid lead tracking setup”

Pros

Getting started with this software was easy and bringing in our existing contacts didn't take much effort either. It also feels fairly powerful when it comes to tracking leads.

Cons

I'm still not completely sure it includes every feature we'll need especially when it comes to integrating with other marketing programs.

“Works fine”

Pros

Using it for ticketing has been a really positive experience. It works well and is very user-friendly for day-to-day use.

Cons

Nothing to complain about. As an IT ticketing tool, it has worked really well for us and has been very user-friendly throughout.

“Has been a gamechanger”

Pros

Running my contacts and sales pipeline with it has been a game changer. The interface feels very user-friendly and simple to navigate, while the feature set is genuinely powerful. It has helped me save a lot of time and money by automating many tasks I used to handle manually. Overall, I'd absolutely recommend it to anyone who needs a strong CRM solution.

Cons

I haven't run into any downsides with this software.

“Efficient chat bot”

Pros

The chat bot works well and the lead management features are good overall.

Cons

The part I liked the least was the email management and bulk mailing tool since it tends to be more confusing than helpful.

“Keeps work organized”

Pros

Having everything in one place really makes a difference. It covers all the tools I need under one roof which keeps work organized and convenient.

Cons

It honestly feels like the perfect software for handling all kinds of business needs.

“Plug-and-play features”

Pros

Coming from tools like Salesforce, this feels familiar but a lot more plug-and-play when it comes to setting up certain features. It's more simple to work with and their customer service has been really helpful whenever I ran into roadblocks or needed to get specific tasks done.

Cons

It gets expensive once you want to customize features. On top of that, the sales team keeps pushing higher-tier packages just to cover what feel like pretty basic requirements.

“Omnichannel platform”

Pros

Lead segmentation works really well for managing the sales pipeline. It also serves as an omnichannel platform for the entire customer-facing team which keeps everything connected. The analytics and reporting features are very useful for tracking performance and finding ways to improve it.

Cons

The interface feels fairly complicated and takes time to get used to. It also tends to load slowly and the implementation process is quite complex.

“makes customer management easy”

Pros

Attendance marking, sales tracking, calendar management and reminders are some of its best features. It also makes customer management much more efficient.

Cons

The app does take a bit too long to load at times but aside from that, I haven't run into any other issues.

“Wonderful tool for lead management”

Pros

Keeping up with leads and managing them in one place really helps our sales team stay efficient. I've also used it for a website and a one-page brochure and that part is really cool too.

Cons

Our accounting team runs into quite a few issues with it because some of the functions they need just aren't available yet. Hopefully, more features get added over time.

“keeps employee records up to date”

Pros

This has been a really solid HRMS tool. It's user-friendly and does a good job of keeping employee records organized and up to date.

Cons

The automation side feels a bit limited. For example, announcements can't be automated which leaves some manual work in the process.

“Saves a lot of time”

Pros

I appreciate how flexible it is and it's also very simple to use. It saves a lot of time when it comes to tracking progress and keeping up with leads.

Cons

sometimes it doesn't follow the instructions I give it and the task doesn't get completed. I usually only realize it the next day. Things like check-in or check-out can stop working at times.