Zoho CRM Reviews

“Smooth integration with Outlook”

Pros

Easy to manage and helpful overall, integrating it with Outlook was simple as well.

Cons

The interface feels a bit old-fashioned, the dashboard could be better and connecting it with other software can sometimes get too expensive.

“Vibrant design”

Pros

The vibrant color palette and layered design really stood out to me. Moving from something as simple as the home page to the customer directory feels well thought out, with each section clearly differentiated and organized nicely.

Cons

The navigation UI/UX could still use some refinement because it can feel a bit jumbled at times. On certain screens and dashboards, it is not always immediately clear which buttons are actually interactive and which are not.

“Would recommend to others”

Pros

Using it felt very simple. It gave me a place to store and share all of my client information with my coworkers and it does a good job of keeping track of every detail kapvats to each client.

Cons

I was happy with the software overall and would definitely recommend it to others.

“One-stop solution for small business needs”

Pros

It works as a one-stop solution for small business needs, making it easier to track work, put processes in place and maintain a clear how-to guide for employees.

Cons

At times some settings can't be changed like the Goals in PMS since they're automated.

“Appreciate its simplicity”

Pros

From the interface to the overall simplicity, everything feels easy to use. Building a sales conversion sequence is simple and that has made a real difference for our process. We brought it into our sales funnel about two years ago and since then it has helped my team and me hit our targets with a much clearer view of who to contact and how each conversion has progressed based on our previous interactions.

Cons

Nothing really comes to mind at this point. It has been fitting well into our workflow and I haven't run into anything about the software that I dislike.

“Supports a large number of custom fields”

Pros

I've really appreciated the new analytics module since it helps us present information visually through graphs, charts and similar formats. The platform also supports a large number of custom fields which gives us a lot of flexibility when it comes to organizing, presenting and managing data. Prebuilt reports are another strong advantage because they cut down the turnaround time instead of having to build everything from scratch.

Cons

The part I'm less convinced about is the new report creation flow. The older method used a two-column layout where we could simply choose what we wanted and leave out what we didn't. The same idea still exists now but it has been changed into a parent-child structure. It may just be that we were more comfortable with the previous workflow and this newer reporting setup could take some time to get used to.

“Lets us check user availability”

Pros

A few things make it really useful for me, it lets us follow the timeline for new features, check user availability and handle issue tracking, new feature requests and pipeline management in one place. It also connects well with other apps which helps a lot. On top of that, the pricing is much lower than many other CRM options and the support team has been better than what I've seen from other CRMs.

Cons

There are still a couple of areas that need work. Compared with other CRM tools, Zoho feels more complex and the user experience could definitely be improved.

“Helpful analytics”

Pros

Lead and contact management, tracking, analytics and especially the automation are the standout features for me. It's user-friendly and connecting it with different business processes is simple as well.

Cons

The weakest part of this software is the limited level of customer support.

“Pleasant UI and UX”

Pros

Simple to tailor to different needs and the platform feels very user friendly. The UI/UX is especially enjoyable to use.

Cons

There's a lot of information presented upfront so it can feel overwhelming at first. Once you get used to the app names though, everything starts to click and works really well.

“Responsive web app”

Pros

Right away, the CRM feels simple to use thanks to its clean interface and responsive web app. The CRM module is user-friendly and adding leads into the system is quick and uncomplicated.

Cons

The OTP login flow could still be improved a bit. That said, the built-in option to connect with an OTP mobile app has helped minimize most of the problems.

“Feature-packed product”

Pros

It comes with a wide range of features and offers a high level of customization which makes it very flexible for different needs.

Cons

Because there are so many features and the platform is designed to be highly personalized, getting started with the software the first time can feel a bit overwhelming.

“Large mix of built-in tools”

Pros

Something that worked really well for us was the large mix of built-in tools and free apps available to add on. It gave us the freedom to install only what we actually needed and leave out the ones that didn't fit our workflow.

Cons

The sheer number of apps can feel a bit overwhelming, even when they're useful for running a business. I also noticed that several of them seemed to serve almost the same purpose, just with a different interface which made it confusing since the same tasks felt like they could be handled in multiple places instead of one central spot.

“Boosted my sales”

Pros

Using it has helped me boost my sales by more than 80%.

Cons

The email performance could definitely be improved.

“Helpful off-hours client coverage”

Pros

At our firm, this is mainly what we rely on for staying in touch with clients. The off-hours option has been especially useful because it lets us use auto-answer to keep engaging with clients even when the office is closed.

Cons

Loading can be a bit slow at times but it usually only happens when several people reach out all at once.

“Fits our office requirements perfectly”

Pros

Straight away, it was simple to handle, matched our office needs really well and offers excellent functionality.

Cons

At this point, I haven't run into any issues. It handles all of my work responsibilities without a problem.

“Uncomplicated implementation”

Pros

Implementation was uncomplicated and putting it into use didn't take much effort. It connects well with the software we already use which made the transition much easier. The dashboard and reporting features are especially impressive and give a clear view of what's going on.

Cons

Support team could be more proactive when help is needed. The interface also feels quite dated and could really use a refresh. On top of that, there's still a fairly steep learning curve in some parts of the system.

“Competent support team”

Pros

Right from the start, the application felt very user-friendly and the uptime has been consistently reliable across our organization's network. The contact management tools have been especially useful because we work with a large number of teams so it's much easier to notify people and keep those contacts organized. The support from the team and the available customization options were also quite satisfying.

Cons

At the beginning, we ran into a few glitches while integrating the application with multiple client systems. Since the latest updates though, those issues seem to have been resolved and we haven't noticed any further problems.

“Can customize tasks and reminders”

Pros

Keeping track of conversations is very simple and the task scheduling is both solid and simple. I can customize tasks and reminders the way I need which makes it really practical day to day. The customization options are extensive and the analytics and reporting features are especially strong.

Cons

Getting everything set up can feel a bit hard if you are not very comfortable with technology. There are also occasional glitches in some of the automation features.

“Great contact manager”

Pros

It works really well as a contact manager and gives me plenty of useful tools in one place. I can check mail, keep track of clients and handle a lot of other functions without any trouble.

Cons

I honestly haven't come across anything to complain about. It feels very user-friendly and has been pleasant to work with.

“Reasonable price”

Pros

The platform feels very user friendly, offers plenty of customization and comes at a reasonable price.

Cons

One area that could be better is the technical and general support team especially making sure they're available during emergency situations.