Zoho CRM Software Reviews

“Customizable sales tracking

Pros

It offers sales tracking that can be customized for businesses outside of the tech industry.

Cons

Nothing much but it gives us the impression of being a new product still in development and the customization feels restricted in certain areas.

“Easy to navigate with a clear layout

Pros

I find it simple to navigate, the layout is clear and we can add notes to every lead so all the information is right there.

Cons

The search function can be unreliable sometimes because users can type in various versions of a company name and it does not always find the right match.

“Excellent task automation!

Pros

Zoho CRM has excellent task automation that lets us handle repetitive customer service jobs effortlessly and fast. It gives us access to sophisticated analytics making it simple to review our performance in customer support and outreach. Overall the interface is very user friendly and welcoming which makes the software easy to work with. It also provides multiple ways to communicate, helping us connect with customers without any hassle.

Cons

We have not faced any significant problems worth mentioning. Our use of it has been completely smooth and trouble-free.

“pretty flexible and simple-to-use system!

Pros

It is very simple to use, with a user-friendly interface that our whole team learned quickly. It is also highly flexible, allowing us to customize it to fit our specific sales process. The platform manages our entire sales cycle from capturing new leads and automatically identifying the hottest prospects to highlighting the ones most ready to buy, which helps us follow up more effectively. Overall it has drastically reduced manual data entry by automating our routine sales tasks. And it comes with a wide array of ready-made reports and analytics, letting us easily track our sales pipeline, marketing efforts and key performance indicators. We can also build and schedule custom reports, exporting them for easy review. Its ability to measure marketing campaign success by showing performance, reach and results helps us understand their true impact. Finally the mobile app is a real game-changer, giving us constant access to customer details, interaction history and sales data no matter where we are.

Cons

To be honest we are really grateful to the support team for helping us run it without any problems or glitches.

“User-friendly platform

Pros

I think its user friendly and the mobile application was simple to operate.

Cons

The platform seemed a bit unpolished back in 2021 when I tried it but I have heard it has improved significantly since then.

“Easy to navigate and find client details

Pros

Finding our way around is easy and locating a specific client's details is no trouble at all.

Cons

It can feel a bit confusing at the start but once we get familiar with it, everything becomes much simpler.

“smooth sales pipelines setup

Pros

Setting up custom sales pipelines is a simple task. I created one for a small side project and was able to track its progress almost immediately.

Cons

The mobile application is not as responsive or easy to use as the full desktop website.

“Great system with a clean interface

Pros

It is simple to operate and has a clean interface that makes navigating through the system easy and logical.

Cons

Getting the hang of the automated workflow system can be challenging for some people.

“Simple to understand

Pros

All the different tools and functions are simple to understand and pick up.

Cons

The only thing I would change is the pricing as I think the services could be more affordable.

“Clean design that's easy to adjust

Pros

The design is very clean, it is easy to adjust the sales stages and other options and the whole system is incredibly simple to operate.

Cons

Nothing much but the initial setup process is somewhat lengthy and I'd prefer an integrated form builder instead of needing a separate tool.

“Standout customer engagement and analytics

Pros

Zoho CRM's standout feature for us has been its customer engagement tools which have made our communication much smoother and helped us close deals faster. It also provides high-quality analytics that give us clear insights for improving our sales. Its tracking and reporting tools deliver reliable performance data making it simple to measure our results. The customer segmentation function also helps us provide personalized service based on each client's unique preferences.

Cons

We have not found a single thing we dislike about it. It has performed flawlessly for us and has not caused any issues.

“Easy and efficient

Pros

My absolute favorite part of this software is the Zoho office suite integration. It makes every aspect of the platform much easier and more efficient to use.

Cons

The more powerful tools are locked behind the expensive plans which can be too costly for small and medium-sized companies.

“Consolidates all customer interactions simply

Pros

What I love most is how Zoho CRM consolidates all customer interactions making it simple to manage leads, track opportunities and run automated processes. For example I set up an automated follow-up email for the sales team and our response rates improved dramatically. Another excellent feature is Zia, the AI assistant which forecasts sales trends and helps us prioritize the most promising leads.

Cons

For someone new to CRM software, the layout can feel intimidating initially. The premium features like custom modules and advanced connections, require a top-tier subscription making it a significant investment for smaller teams.

“awkwardly organized

Pros

We can customize it to our needs but only if you have coding knowledge or a development team.

Cons

The platform feels awkward and is organized in a strange way, with different areas for leads and contacts that can make it hard to track a customer's entire journey in one report.

“Simple, smooth and practical software

Pros

As per me the software's simplicity, smooth operation and practicality are its main strengths.

Cons

No complaints so far, everything is going smoothly. We will see how it goes in the future.

“complete set of tools for developers

Pros

It offers a complete set of tools and a full interface designed for developers.

Cons

There is nothing I dislike about this tool

“A bit complex

Pros

One thing I really like is that it offers a lot of customization potential, as long as you have developers on your team to make those changes.

Cons

Zoho Deluge can feel quite restrictive if you do not have a strong coding background. The workflows also do not operate the same way I am familiar with from using Salesforce or HubSpot.

“very user-friendly and cost-effective tool

Pros

I think this is a very user friendly and cost-effective customer management tool. It includes many free features that are very helpful for new companies.

Cons

The customer support from it is limited especially when we are trying to connect other apps to the CRM.

“easy to use interface

Pros

The interface is easy to use, we can learn it quickly, also it is simple to adapt to our needs and it connects perfectly with other Zoho applications.

Cons

To get some systems to work together, we need to use intermediary platforms like Zapier.

“automation for follow-ups and reminders works great

Pros

My favorite part of Zoho CRM is the automation. I can easily set up automated follow-up emails and reminders which saves me a lot of time.

Cons

Because there are so many features, it takes a long time for a new user to learn and understand everything.