Zoho CRM Reviews

“Affordable and quick to launch”

Pros

It's user-friendly, doesn't cost much and the deployment was fast so we were able to begin using it without much delay.

Cons

Customer support feels fairly limited and the interface isn't quite as user-friendly as it could be so certain tasks take a bit more figuring out than expected.

“Helpful zoho suite”

Pros

Having the complete Zoho suite in one place is really useful and the CRM is a valuable extra tool to have.

Cons

My issue is less with the CRM itself and more with Zoho Campaigns for email marketing which feels difficult to use and lacking in functionality.

“Satisfied user”

Pros

After using it for around 9 years for both domain hosting and invoicing, I've been really satisfied with it. The platform is user-friendly, the pricing is reasonable and I'd definitely recommend it to other small business owners.

Cons

I'd still like to see a few more subcategories available in the invoicing software.

“Best options in its category”

Pros

Handling documents and routine business tasks feels very simple with this app and that simple setup is what makes it one of the best options in its category.

Cons

One thing that could make it even better is adding more app integrations especially to improve connectivity across business accounts.

“Adapted well to our company's needs”

Pros

Getting this in place was pretty simple and it adapted well to our company's needs without much trouble.

Cons

Where it gets harder is with more specific or unusual use cases since customization can be difficult. Products like Campaigns also don't feel fully connected to the CRM.

“Feature-packed and user-friendly”

Pros

Right from the start, the product feels simple and user-friendly, with almost every feature you'd expect for everyone from front-end staff to C-level executives.

Cons

Because it offers so many features, it can be a bit overwhelming for new users to figure out how to use the product effectively and at times it's not immediately clear how Zoho can actually simplify their work.

“Awesome documentation features”

Pros

Setting it up was simple and the tracking and documentation features are the biggest strengths for me. Everything is easy to follow and keeps things well organized.

Cons

A few features can be slow to load at times and the interface feels a bit too basic visually.

“Comprehensive features”

Pros

Very easy to manage and it comes with just about every feature you could think of. The support team has been excellent as well.

Cons

At times some parts can still feel a little complicated to fully understand.

“Useful mobile app”

Pros

After using it for less than a year, the mobile app has been one of the most useful parts for me especially being able to use email templates for campaigns. It has made my daily replies and follow-ups with leads much faster. Customizing fields within client data is also simple and easy to understand.

Cons

It feels relatively expensive and the auto-save feature tends to make my work more frustrating. My team and I also have a hard time learning many of the features.

“dependable software”

Pros

The software has been really reliable and the customer support is there whenever you need help with anything.

Cons

There are still a few limitations with reporting and some areas could use further development.

“Zoho projects keeps us organized”

Pros

Using it every day has been a real help. I work with Zoho Projects and the Zoho Ticketing System regularly and both have made it much simpler to track and manage my tasks as well as my team's day-to-day work.

Cons

When someone tags me in a comment, I don't get an email notification or any alert.

“Syncs effortlessly”

Pros

Appreciate the overall experience. It integrated with my other systems without much effort and after nearly two years of daily use, it has continued to work without any issues.

Cons

I honestly haven't run into any downsides yet. After using this product every day for the past two years, I've been happy with every feature it offers.

“User-friendly once you get going”

Pros

My partner got everything set up for us and walked me through the basics, then I was able to click around and learn the rest on my own. A lot of it felt pretty user-friendly to use.

Cons

It did take a bit of help at first to fully work this into my daily routine.

“Custom fit for construction”

Pros

Getting started was simple, the system is simple to use and the customization options fit the construction industry really well.

Cons

There aren't many downsides and overall the positives outweigh the negatives with this software. The issue I liked the least was not being able to change my admin email to a new one.

“Helps manage our sales flow”

Pros

It has been great, mainly because it's so accessible and user-friendly. It does a fantastic job of helping us manage our sales flow while keeping my sales team updated every day on the status of each lead and active deal. I also really value how customizable and organized the documentation side is within Zoho since we handle a wide range of paperwork here, including financing documents, sales confirmations, invoices, accessory orders, service records, Carfaxes, financial analysis spreadsheets and plenty more.

Cons

I don't have any complaints about it. Every daily task and procedure I need to complete can be handled without trouble especially with the GM portals I use alongside it and Zoho helps me stay organized and on top of everything coming up.

“Good database capacity”

Pros

The database capacity has been really good and the mailing feature works fast which is a big plus.

Cons

The software integration through cPanel could be better and feels like an area that needs improvement.

“Cheaper than other software”

Pros

Compared with other software, the pricing is lower, it's simple to use and it comes with solid predefined reports and helpful tools.

Cons

It struggles when working with very large databases, doesn't offer enough analytical tools and the integration with other social media platforms is weak.

“Contacts, sales, activities and analytics in one place”

Pros

Having contacts, sales, activities and analytics connected in one system is the part I appreciate most. The integrations with other apps make it possible to manage everything in one place instead of jumping between different tools.

Cons

Navigation can be confusing especially when I need to integrate another piece of software. There are times when setting everything up without issues is tricky enough that I have to ask a colleague to help me get it working properly.

“Higher sales, better margins”

Pros

Using it has helped drive more sales and improve our profit margins.

Cons

There are fewer integration options to work with, the pricing feels expensive and access can be somewhat limited.

“Helps the sales team understand leads”

Pros

We find it userfriendly. It really helps the sales team understand the kinds of leads coming in through the system and the real-time data makes analysis accurate when sorting leads as hot, cold or fresh, all within one unified platform. The features are practical, effective and genuinely useful for professionals in their day-to-day work.

Cons

At this point, I haven't run into any major issues with Zoho. We did have some trouble before with the separate campaign software and were using Zoho Campaigns until recently but now that everything has been fully integrated, it's much easier to review advertising data directly inside the CRM. The only part I really dislike is the notes view since filtering there is still difficult.