Zoho CRM Reviews

“Dependable CRM”

Pros

It's a reliable CRM with plenty of flexibility which makes it work well for different business needs.

Cons

Getting the integrations and customizations set up the way you want usually requires help from an IT partner. Compared with HubSpot, it's also harder to navigate especially if you're using a CRM for the first time.

“Available in multiple languages”

Pros

Available in multiple languages, it helps address needs across different areas at an affordable price. It also comes with a variety of useful features that make it a solid option.

Cons

it can be hard to decide which app or solution to use because there are so many options.

“Love it!”

Pros

After spending a good amount of time with it, I can honestly say I love it. The customization options, user-friendly layout and automation features have made the biggest difference for me. The automation tools have helped me save a lot of time and made my workflow much better and I'm able to tailor the CRM to fit my specific needs. On top of that, even with all the functionality it offers, it still feels very simple to use and navigate. Overall, I'm really happy I chose to give it a try.

Cons

At the time of writing this review, I haven't run into any issues with the software.

“Best enterprise data management platform”

Pros

Among the tools we've used for enterprise data management, this is easily one of the best. It handles data organization and tracking really well, the setup is simple and the pricing is lower than a lot of other software out there. It also makes client communication much simpler through email campaigns and the report filtering feature is especially useful.

Cons

The only issue we've run into while using it is the user interface.

“Centralizes everything”

Pros

Everything I need is available in one place which makes the whole platform really convenient to use.

Cons

It can be confusing at times and the support team doesn't always feel very interactive.

“Essential for our workflow”

Pros

A CRM is essential for the way we run our business and this one has been part of our workflow for years. It does a really solid job of keeping information organized for both our clients and the reps on our team. The system is user-friendly, helps us stay on top of client outreach and gives us plenty of space to store a large amount of data.

Cons

Contact search can use improvements. At times, it will not pull up the person you need unless the name is typed exactly the same way it appears in the database.

“Cloud-based business management platform”

Pros

Being a cloud-based business management platform, it helps deliver a better customer experience. It feels lightweight in day-to-day use and is simple to handle. Maintaining the platform is also pretty simple. Finding things is convenient and the calendar sync feature works really well. Overall, I enjoy using it a lot.

Cons

security and protection can feel difficult to manage and resolving certain issues is hard. In those situations, it can also feel less user-friendly than expected.

“Good value for smaller teams”

Pros

For a smaller company with limited automation needs, it gives really good value for the price. It comes with several useful and interesting features without costing much.

Cons

Setting up automation can be quite difficult and the customer support hasn't been very helpful.

“Integrates well with other cloud applications”

Pros

The platform is very flexible and the interface is simple to work with. It also comes with solid customization tools and connects well with other cloud applications.

Cons

Support is not always quick to respond and there isn't always enough clarity around the product development roadmap.

“Simple to send bulk emails”

Pros

Keeping track of leads and managing them is very simple. Sending bulk emails is simple and leads can also be captured through Google Forms. It allows subscriptions to be added either manually or automatically which is really helpful.

Cons

Backup issues create problems and we have to check when some leads go missing. Customer support is also limited.

“Gives control when building contact database”

Pros

I like how much control it gives over what you want to add or leave out, when building your contact database. It's also very useful that it can sync with a lot of other calling apps.

Cons

At times, it does run into quite a few bugs and I've had to clear my cookies more than once to get some of those issues resolved.

“Had no trouble”

Pros

Getting started was quick and the interface is simple to navigate. I had no trouble using it for lead generation or staying in touch with my team.

Cons

The design could use a little refreshing but aside from that, I really don't have any complaints.

“Stellar support”

Pros

Moving our business to the cloud really took off once we started using this. The initial setup was challenging because everything was completely new to us but the customer support team was very helpful with the integration and getting everything configured properly. We mainly used it for database management and for capturing lead information and it handled those needs really well.

Cons

The workflow automation side especially for email campaigns, still needs improvement. The dashboard also feels a bit cluttered which can be overwhelming when you're using it for the first time.

“Supportive team”

Pros

For more than two years, this product has been useful across different areas of my business. It helps me manage client data and orders, create invoices and reports and even handle planning for schedules. On top of that, the team behind it is very supportive and pleasant to work with.

Cons

it doesn't always integrate well with some newer websites.

“Strong CRM functionality”

Pros

Right from the start, the CRM side covered everything we needed and there are plenty of customization options to fit the way your team works. To me, the CRM functionality is really the strongest part of the platform and the reason it stands out so much.

Cons

Even though the platform includes a lot of extra tools, several of those features don't measure up as well as some competing options. It does include email marketing and marketing automation but in actual use we found both of them less user-friendly than expected and because of that we didn't end up using those features nearly as much as I had hoped.

“Simple to use from day one”

Pros

Even if you're just getting started, it's very simple to use and doesn't feel complicated.

Cons

The basic version becomes limited when you need to push harder on customer acquisition and want more advanced functionality.

“Versatile tools for lead capture”

Pros

It comes with an impressive range of tools that really help with capturing leads and it provides solid solutions for both marketing and commercial needs.

Cons

Getting used to it can be a bit more complicated than with other CRMs. To me, that means spending extra time learning the system which ends up affecting productivity.

“Friendly and practical to use”

Pros

Using it feels simple and user-friendly overall. The workflow is practical and the frequency setup doesn't feel cluttered or overloaded.

Cons

The sharing model is somewhat restrictive especially when it comes to deals and activities.

“Reports can be customized”

Pros

Having one platform that works across all our operations teams has been really valuable. The interface looks good, the reporting can be customized the way we need and the client support has been very reliable. The API also lets us connect it with the other apps we already use and the current integration options cover what we need right now.

Cons

Since we're a SaaS company working with B2B tech clients, it sometimes feels like the product is built more with production or manufacturing businesses in mind than fast-moving agile tech teams. Also, a number of the integrations and features we need come at an extra cost which makes the pricing feel closer to larger enterprise CRM platforms.

“Timely notifications keep me on track”

Pros

Keeping up with customer relationships has become much better with this tool because it sends timely notifications and helps me stay on top of things when needed.

Cons

It's an impressive piece of software overall and I honestly have very little to complain about, aside from the fact that it depends on having internet access at all times.