Zoho CRM Reviews

“Lets you rate lead quality”

Pros

Even without a network connection, the location feature can still show which leads are closest to your current position. It also lets you rate lead quality as high or low which helps with prioritizing. Another useful touch is the alert beep that notifies you whenever a client is on the website.

Cons

Customer support is frustratingly slow and can leave you waiting for weeks before responding to an email. On top of that, the subscription has to be paid in a foreign currency and users often end up losing money because of incorrect conversion rates.

“Lead data all in one place”

Pros

Having all our lead data and related information centralized in one system has been really valuable. It's also very important that different users can be assigned different access roles.

Cons

There really isn't much to complain about. Everything has been good.

“Delivers a lot for the price”

Pros

It comes packed with useful features and delivers a lot for the price.

Cons

No downsides that come to mind that would create problems for us.

“Account setup nightmare”

Pros

The accessibility is a plus and with the API you can connect it to most other platforms. That makes it possible to add automation, cut down on manual work and share information between different business apps more efficiently.

Cons

The user management setup is honestly baffling and it has taken more than a month with support just to try to get my account working properly. A simple invite from my manager to join the company account somehow created me as my own company on a server in another country and fixing it has turned into a complete Kafkaesque loop. The supposed solution is to delete the account which is much harder than it sounds and support only walks you through it in an overly complicated UI instead of just correcting the issue in the backend. The whole system is far more complex than it needs to be and it really hurts the user experience. It is also clearly not a one-off problem since other people on my team have been stuck dealing with the same thing. I am still baffled that accepting a company invite can result in being set up as anything other than the company you were invited to join.

“Customer data stored clearly”

Pros

Customer data and the related history for each issue are recorded clearly and stay well organized which helps a lot when following up on cases.

Cons

Company tax ID needs the punctuation marks to work in searches and the home screen does not show all occurrences right away.

“Helpful for customer service and sales”

Pros

It's been a very helpful tool for our team and we use it for a lot of different tasks, from managing customer service and handling customer issues to supporting sales and more.

Cons

The reporting side still needs more improvement and at times it can be a bit slow. Other than that, everything else is good.

“Helps improve productivity”

Pros

It brings together a variety of useful tools in one place which really helps improve productivity and makes collaboration much better.

Cons

It tends to work best within its own ecosystem so there can be compatibility issues at times when using other tools or programs.

“Lovely blueprint feature”

Pros

The blueprint feature has been the biggest win in this application. It gives my staff a very clear understanding of what's expected from each person and keeps everyone on the same page.

Cons

It's honestly difficult to point out any downside because, overall, it has given me everything I was looking for in a CRM like this.

“Highly recommended”

Pros

It has really organized all the sales and billing work at the company. The platform is simple to use and comes with a lot of tools that are worth exploring one by one. I'd definitely recommend taking the time to check out each of them.

Cons

I honestly don't have any complaints about it. Even the technical support has been very solid whenever there's any update or news.

“Automatically logs calls”

Pros

Being able to update client information while I'm out on the road has been really helpful. When I make a call through the app on my phone, it automatically logs the call in the client notes which cuts out the need to record everything manually and saves me time.

Cons

It's a pretty large system so learning how to use all of it effectively takes a lot of time and effort if you want to get the full value from it. I also didn't have a team concierge to train me so I had to work out a lot of it by myself.

“Smooth fit with our process”

Pros

One of the biggest strengths of this program is how simple it is to use and it fits in well with the processes I already have in place.

Cons

I honestly can't point to any part of the product that feels lacking. I haven't come across any missing features or anything that really needs improvement.

“Plenty of room to expand”

Pros

I use it regularly for a wide range of tasks. The feature set is solid, covers the basic needs well depending on the plan and there's plenty of room to expand with the available add-ons. It also offers some helpful customization options such as in the time tracker.

Cons

The user experience still has room for improvement. At times, the website can be slow to load and some functions are not user-friendly enough to navigate right away.

“Well-structured interface”

Pros

Having all the other applications integrated into this platform is one of its biggest strengths and it makes the overall workflow feel very smooth. Another big plus is that it's cost-effective while still being simple to work with. The user interface is also very operator-friendly which makes it practical for resolving customer issues efficiently and ultimately leads to happier customers.

Cons

Data processing capability needs improvement, as strengthening that would benefit not just the company but its customers as well.

“Vast collection of features”

Pros

It has been an incredible experience. It's user-friendly and the overall range of features is hard to beat. The project and task management tools are especially excellent and the notifications are something I really appreciate.

Cons

The setup can be a bit complicated at first but once you get through that stage, it's fantastic.

“Easy to delegate tasks”

Pros

Right away, the depth of customer record management stands out. It also gives a lot of flexibility for customization which makes it adapt well to different workflows. On top of that, it makes delegating tasks and tracking sales team performance across different levels much more manageable.

Cons

One thing to watch for is integration with GetResponse. If you rely on a separate email marketing platform, it's worth confirming compatibility in advance.

“Appreciate the zero downtime”

Pros

it's affordable, highly customizable and backed by very good customer support. I also appreciate the zero downtime and having everything available under one roof makes it very convenient to manage.

Cons

There are so many features but many of the things you need are split across different products when they could have been included in a single product. I'm aware of Zoho One but in that case it becomes quite expensive if you want to access everything in one place.

“Lots of useful features”

Pros

We use it to capture and track inbound leads coming in from different platforms and it does that job really well. It also has a lot of useful filters that make it much easier to view and sort the data we need.

Cons

Some issues with the cloud telephony integration. At times, calls would get dropped which was definitely frustrating.

“Can create detailed invoices”

Pros

it's free and the invoice portal is simple to work with when putting together a detailed invoice. After that, you can email it out and confirm the payment without any hassle. The graphs are also a nice touch since they make it easy to keep track of invoice totals at a glance.

Cons

I really only use it for accounts payable since I didn't enjoy the accounts receivable side nearly as much.

“Presents information in a clear way”

Pros

I needed a tool that was simple to manage and could present information in a way that was simple to review and analyze. It did exactly that for me.

Cons

There are no drawbacks that I can think of.

“Organizes work accurately”

Pros

It feels like a really strong CRM for organizing work accurately especially when it comes to keeping up with current customers and staying on top of potential leads too. The marketing side is also very impressive since it connects with social media platforms like Facebook and Instagram which helps a lot with reaching clients and encouraging them to come back and reinvest later. Overall, it's truly a wonderful and reliable platform.

Cons

Marketing channel side can be better especially when creating ad campaigns and setting up more detailed audience targeting. It would be better if that part were made more capable and refined.