Zoho CRM Reviews

“Less complicated compared to other CRMs”

Pros

It feels very easy to use and compared with other CRMs, it's much less complicated and easier to navigate.

Cons

It would be better if users could see check-in times along with the location where the check-in was made.

“Offers great value”

Pros

Customer profile management works really well here and the platform is simple to use. It feels efficient for daily work, offers solid value for the money and having everything in one place makes customer management much more convenient.

Cons

integration with other platforms could be better. It feels a little limited right now and it would be much more helpful if those connections were more smooth and fully functional.

“Quick lead discovery”

Pros

This software makes it pretty quick to find leads.

Cons

I wouldn't change anything about the software.

“One-stop shop”

Pros

Having email handling, lead tracking and customer data management all in one system makes day-to-day work much more convenient. It helps keep customer information updated in one place and having that organized data available also supports better customer relationships.

Cons

At this point, I haven't run into anything to dislike, as it's helping me get my work done without any trouble.

“Good tool for marketing”

Pros

Pretty easy to operate. It makes lead management simple and the customized dashboards give a clear snapshot of everything happening in sales like pending deals, invoices sent, calls and emails made and which leads have or haven't been contacted. It's also a very solid tool for marketing especially when it comes to running email campaigns.

Cons

Chatbot can be improved. The chat feature, SalesIQ, is simple to operate but when no real person is available to respond especially outside working hours, the replies become repetitive and customers usually end up leaving the chat.

“Top CRM”

Pros

It stands out as one of the best CRM products available today. It provides a wide range of features that can be tailored to match different business needs and requirements.

Cons

For smaller customers, the pricing feels a bit on the higher side.

“Includes graphical data presentation features”

Pros

Across the organization, this has been a very useful and effective tool for managing and organizing activities. It helps with client interactions, salaries, business development, performance analysis and more. It also includes graphical data presentation features which make information much easier to understand.

Cons

Honestly, I haven't come across anything to dislike in this application since I started using it. Its payroll features are especially helpful for employees, making it simple to access monthly payslips, track salary breakdowns and investments and download Form 16. It's also useful for creating spreadsheets, presentations and managing databases effectively.

“wide range of cloud-based solutions”

Pros

It offers a wide range of cloud-based solutions that cover most of what a company needs to run its entire business in one place.

Cons

Compared with other products on the market, the tool feels a bit more difficult to use and takes more effort to get comfortable with.

“Hassle-free data sharing”

Pros

Found it userfriendly and it's very easy to understand. Sharing data with clients is also hassle-free which makes day-to-day work much more convenient.

Cons

I really haven't run into any downsides. Everything has worked the way I wanted and it has made my job much easier.

“Dependable ticketing”

Pros

Working with a ticketing system connected to it makes it simple to stay on top of client questions and requests. Providing strong customer service matters a lot to me and this has been a valuable addition for our team.

Cons

It took me a few days to get comfortable with the system but after the right training, there really hasn't been anything to dislike.

“Makes collaboration easy”

Pros

Keeping up with email follow-ups and campaigns is pretty simple on this platform. Scheduling calls with both the team and clients also works well so collaboration feels simple. The dashboard helps organize tasks and day-to-day work with internal teams and it's convenient to share notes there too. It also makes handling both old and new leads much more manageable.

Cons

Customer support should be quicker to respond and do a better job of providing solutions within a clear timeframe. On top of that, the platform could be more affordable for small businesses.

“Helps with budget control”

Pros

Using this tool has been a really positive experience because it's simple to work with and doesn't feel complicated at all. It brings everything related to business operations and customer management into one place, from billing and inventory to customer support and reporting which is fantastic. It also helps with planning and tracking projects while keeping communication effective. Having a single platform to run the business is a big advantage. It can handle large volumes of data as well which supports our company's growth. On top of that, the pricing model helps with budget control since you only pay for the users who are actually needed for a specific operation.

Cons

At times, it can be hard to decide what you really need. When there are multiple integrations available, including some you may not even use, you still have to deal with them and that can disrupt the overall user experience.

“Quick invoicing for freelancers”

Pros

Running my freelance work with this has been genuinely helpful. I can put together sequential invoices in no time and clearly see which clients have paid and which still haven't which is absolutely essential. It also lets me generate statements without any extra effort and I can customize the templates with my own branding which is a nice touch.

Cons

The customer limit felt a little restrictive to me.

“Easy to monitor tasks”

Pros

Keeping up with my tasks is much easier because it helps me stay on top of my appointments and the connection with the other applications is really useful too.

Cons

The only real regret is discovering it later than we should have, otherwise, it's really very good.

“Basic analytics”

Pros

Budget-wise, it works really well for startups that need a way to manage their sales team. Most of the features are available at no cost which is a big plus. The CRM covers almost everything needed to handle sales operations and the built-in product integrations are genuinely helpful. It also connects well with Campaigns so running marketing campaigns for leads added to the CRM is quite convenient.

Cons

The reporting and analytics feel pretty basic. They mostly show activity completed by the sales team but from a manager's perspective, much more detail is needed to make actual business decisions. The interface could also use some improvement. On top of that, getting the team to consistently log all their activities such as calls and emails, is quite difficult.

“Useful automatic messages”

Pros

Getting around the platform feels very simple, from the basic tools to the back-end settings. It lets you build your own folders for closed tickets, set up automatic messages to send to customers when a ticket is closed and overall it's simple to locate what you need across the system.

Cons

there isn't an "are you sure?" confirmation when closing a ticket. If the wrong option gets selected by mistake, it can trigger an incorrect automatic message to a customer. That feels more like a user-error safeguard the system could add though because the software itself still works well.

“Cost-effective”

Pros

Something that really works in its favor is how cost-effective it is. The platform feels user-friendly and getting the team up to speed didn't take much effort. Deployment was simple and learning how to use it was pretty quick for everyone.

Cons

The interface could use some refinement to look more polished, aesthetically better and more globally appealing.

“Affordable for growing companies”

Pros

When our ecommerce business was just getting started, this CRM fit really well. It was simple to manage with a smaller sales volume and the pricing was very affordable for a growing company.

Cons

As the company grows larger, it can feel a bit incomplete for more advanced needs.

“Quick to learn”

Pros

The platform has a clean, simple interface which makes it simple to understand and get started with.

Cons

Even though the UI is simple overall, certain parts still feel complex. For example some sections of the screen can be hidden and the software does not give any indication that there is more content to view.

“valuable option for small businesses”

Pros

Running on the cloud, Zoho CRM gives businesses a solid way to manage customer relationships. It comes with a broad set of features, including contact management, sales automation and marketing automation. It's a really valuable option for small businesses looking to organize and organize their CRM processes.

Cons

Sometimes the interface feels a little confusing and overwhelming. There are plenty of features and settings available which is definitely a plus but it can still be hard to locate everything when you need it.