Zoho CRM Reviews

“Feels very professional”

Pros

Right away, the way activities are followed in this application feels very professional. Everything is well organized and the deals and activities features by themselves really encourage smarter work. Customization is also simple across all views especially on the home page.

Cons

Up to this point, I haven't run into any challenges at all. Thumbs up.

“Highly configurable”

Pros

It gives us the flexibility to set up the CRM around the way our business actually works which has been a big advantage.

Cons

immediate software support is not very strong although questions do usually get resolved within 2 to 3 days.

“Inexpensive product”

Pros

Using this platform has been simple and it offers really strong features for marketing automation and lead management. It has helped us organize all of our leads, qualify them for both sales and marketing and run campaigns based on our prospects' activity. The pricing is also very competitive.

Cons

Connecting it with third-party products outside the Zoho ecosystem can be a frustrating and painful process. Aside from that, the CRM is still one of the best options available on the market.

“Love this app”

Pros

Absolutely loved everything about it and honestly I don't have any red flags to point out at all.

Cons

Overall, I really love the app though I did notice a few very small lags here and there.

“Makes sales tasks manageable”

Pros

Using it has been a really great experience because it's practical and simple to work with. It helps automate and manage customer relationships while keeping all client information organized which makes sales and marketing tasks much more efficient. I also appreciate that it covers organization, inventory management and customer support all in one place. On top of that, assigning and reassigning tasks is very convenient.

Cons

Some of the integrations with other software can feel unnecessary in certain cases.

“All info in one place”

Pros

It's really useful for keeping all our information together in one place. The CRM also ties in nicely with other tools like Campaigns which makes sending out emails much more convenient.

Cons

you have to set up a single base currency. So if the default is USD, you'll need to manage everything else through exchange rates.

“Detailed knowledge bases”

Pros

Getting started with this software was simple but it still offers the flexibility and depth we need to tailor it around a wide range of business functions. It has helped us run the company more efficiently especially when it comes to managing clients, leads and teams. The product knowledge bases are very detailed and we've been able to connect it with a lot of third-party applications. Also, we've also built custom apps and user interfaces to improve usability and add even more automation.

Cons

Reaching customer support can be frustrating at times because they're not always easy to get in touch with. That said, they do usually follow through and provide the solutions we need. There are also times when system updates interfere with some of our customizations which can be disruptive.

“Syncs well with other Zoho apps”

Pros

it connects well with other Zoho apps which makes it very convenient to get tasks done and perform actions quickly.

Cons

I honestly haven't come across any feature in this software that I dislike.

“Amazing depth and structure”

Pros

After working with several Zoho tools like Assist and Books, I picked up CRM while learning it for a client and ended up sticking with it myself. It feels user-friendly, is simple to navigate and still has all the depth and structure you'd expect from a real CRM platform.

Cons

The number of modules can feel a little overwhelming since I don't use many of them like deals or meetings. I'd also really like better integration with my O365 calendar.

“Indredible for campaign management”

Pros

Adding contacts and managing campaigns with it is really simple which makes the whole process much more convenient.

Cons

The interface isn't the most user-friendly although it's still manageable once you start using it.

“handles the mail service well”

Pros

it handled the mail service for one of my companies really well and the overall experience was very good. The mail management platform worked excellently and was simple to integrate into our setup.

Cons

A few CRM features can't be customized enough to fit certain business requirements.

“Accessible and efficient”

Pros

Accessing it is simple and using it doesn't take much effort. It works efficiently and is simple to navigate.

Cons

The service performs well and its efficiency is helpful overall.

“Helpful demos and handy reporting”

Pros

Setting it up for our needs was fairly painless especially with the ebooks and guides they provide. The one-on-one demo with a Zoho help desk specialist made a big difference and helped us address our specific requirements, along with exploring the different customization options. The ticket management and reporting features are really handy for digging into customer issues in detail. Both our customers and support team also appreciated the email functionality for creating and replying to tickets directly through email.

Cons

Overall, it offers enough tools to support our growing business well. The only thing we'd really like to see is more video tutorials added to their YouTube channel.

“Zoho boosts business reach”

Pros

It can really help grow a business both locally and internationally.

Cons

Would be nice if they give more specific guidance to businesses on how to make better profits from export activities.

“Simple to tailor”

Pros

Getting it set up and tailored to our needs was very simple. It connects nicely with automation tools like Zoho Flow, Zapier and Integromat and the workflow features add a lot of extra functionality.

Cons

Honestly, I don't have any real complaints. I'm very happy with it.

“User-friendly deal tracking”

Pros

Right from the start, it feels very user-friendly to use and keeping track of deals is really simple. Following the funnel and assigning tasks is also very simple and convenient.

Cons

I'd still like to see more reports included and activity tracking could be made a bit more user-friendly.

“Useful free video tutorials”

Pros

We find it very user-friendly. It helps us organize customer information and data efficiently and the customization options make it fit our business needs well. The free video tutorials are also really useful for understanding the software better.

Cons

The professional and standard versions are a bit on the expensive side. Customer support can also take longer than expected.

“Affordable email service”

Pros

I really appreciated how economical it is. I used the free version for email and it performed really well for what I needed.

Cons

There were times when emails arrived later than expected and the spam filter still has room for improvement.

“Cost-effective tool”

Pros

It has been a cost-efficient option for us and performs well. We were looking for software that could bring everything together in one place and it does that nicely.

Cons

Getting everything set up wasn't very simple and the overall usability could be better. It also really needs a more complete knowledge base to help users understand how to use it.

“More value at less cost”

Pros

It really stands out for its user-friendly interface and affordable pricing. Compared with popular CRMs like Azure and Salesforce, it offers a lot of value at just a fraction of the cost. It also comes with integrations for third-party systems and on top of that, it gives you the flexibility to build custom solutions you usually would not find available on the market.

Cons

I did not come across any drawbacks that were worth pointing out.