Zoho CRM Reviews

“Supports transaction workflows, presentations, projects”

Pros

Across the company, we rely on it for just about everything. It supports transaction workflows, presentations, projects, customer experience, project management and even manager approvals when needed. It's incredibly practical, comes with a huge range of applications and offers more capability than we've fully tapped into so far. We're still not using everything it can do but we plan to expand our use of it as new needs come up.

Cons

With so many options available, it can sometimes be hard to figure out which one I should be using.

“Keeps contact details documented”

Pros

It's really helpful for tracking customer interactions, pulling reports and keeping all contact details properly documented in one place.

Cons

At the same time, the platform feels overly complicated and building workflows can be difficult. It works well if you have a team dedicated to managing it but for a small business, it feels too large and hard to use efficiently.

“Speeds up my work”

Pros

This system speeds up my work in every way and makes daily tasks much more manageable. The best part is how much I can customize it so it fits exactly the way I need it to.

Cons

Certificate creation should be improved. It would help a lot if all the policy information transferred automatically instead of needing to be entered manually each time. That said, I know they're already working on making this better.

“Clear analytical reports”

Pros

The dashboard is simple to use and manage and the analytical reports are clear and easy to understand.

Cons

I think the software should be more affordable.

“Detailed solution”

Pros

Right from the beginning, this software has been incredibly user friendly and packed with the level of detail we needed. My team has relied on it since our company launched and it has helped us a lot with tracking leads, staying in touch with customers and prospects and keeping our database updated as often as necessary. Another big plus is that we can assign multiple administrators which makes it much easier to maintain an audit trail and see who handled what and when. It's been an excellent CRM platform for us.

Cons

I'm satisfied with the platform as it is.

“Quick campaign setup”

Pros

Getting my email list into the Zoho app was really simple and setting up my email marketing campaign didn't take long at all. That speed and simplicity are probably what I appreciated most.

Cons

At the beginning, it seemed like it might be a bit hard to use. Once I spent more time with it though, it actually turned out to be very simple.

“Affordable multi-year plan”

Pros

Its great how affordable it is especially when you commit to a multi-year plan. It connects effortlessly with other platforms like Office 365 and the interface is very user friendly. On top of that, the customer service has been excellent.

Cons

Honestly, I don't have any complaints. It does exactly what I need it to do.

“Highly adaptable system”

Pros

I appreciate how customizable it is. It gives a lot of flexibility to adapt the system to different business needs.

Cons

many features feel limited on their own and when you want to do more, you often have to integrate another Zoho product.

“Solid features”

Pros

The app feels very user-friendly so even new users can get comfortable with it quickly. It also comes with really useful features that add solid value to the business.

Cons

Since it's a smaller option compared to some of the bigger competitors, there are a few missing functions that would make it more dynamic and practical for an organization. Even so, it remains a very useful tool for the price.

“Capable estimating system”

Pros

This CRM covers pretty much everything you'd expect and then some. The biggest advantage was its very capable estimating system which felt stronger than what most other platforms offer.

Cons

It's been a few years since I last used it but I ended up switching because that strong estimating system didn't sync properly with the invoicing side. It was honestly baffling that the CRM handled estimating and invoicing better than Zoho's own invoicing product.

“Easily one of the best”

Pros

It has easily been the best CRM tool I've used. It feels very user-friendly and it also lets me keep track of my business reviews which is a really important part of my job as an account manager.

Cons

The number of options in the menu can feel a bit overwhelming.

“Helpful sales tracking tools”

Pros

The platform is simple to work with and does a solid job of helping me keep track of many different parts of the sales process.

Cons

Language barriers can make interactions with customer support harder than they should be.

“Keeps sales and marketing information current”

Pros

Keeping customer, sales and marketing information current is pretty simple with this tool and it doesn't require any extra add-ons or software to make that happen.

Cons

That said, it does take a fair amount of time to really learn the system and use it properly.

“Smooth business process integration”

Pros

it integrates smoothly with our business processes. The overall interaction and experience with the system feels very natural and simple.

Cons

A good next step would be for the company to collaborate more with its IT, graphic and software teams so they can expand the software with additional features.

“Accessible features that fit perfectly”

Pros

Right away, I had access to a lot of features and it was simple to adapt them to my e-learning business without having to change or interrupt the routines and processes already in place. It also connects really well with other Zoho Suite apps and third-party tools and the best part is that those integrations don't come with extra charges. On top of that, the pricing feels just right. It's very affordable and honestly gives you a lot in return, making it an excellent value for the money.

Cons

mobile app feels a little complex at times when you just want to get started quickly. Some basic but important functions such as the widget, scheduling and importing contacts, can also be missing now and then.

“Top-notch UI”

Pros

The feature set is excellent and the UI is honestly one of the best I've worked with.

Cons

There are still some integration problems with other software, along with a few API-related issues.

“Laid out clearly”

Pros

Getting started with it was quick and using it day to day feels simple. The layout is clean and the functionality covers what I need really well.

Cons

The app-building scripting feels below par and could be much better. Pricing is also on the high side per user especially when compared with other apps that offer more for the cost.

“Brilliant sales analytics”

Pros

Lead management has been one of the strongest parts for me and the sales analytics are also a highlight since they make data much easier to visualize and work with. That combination has made the platform really enjoyable to use.

Cons

interface could use a bit of refinement although that's honestly a minor complaint on my side. Overall, I'm very happy with the software.

“My favorite tool”

Pros

It has become one of my favorite tools and it's easy to see why. The interface feels very user-friendly and it comes with plenty of practical features like call management, email status updates and especially social media tracking which has been incredibly useful. I can also monitor projects in real time and quickly let my team know where their attention is needed most. It's fast, accurate and makes scheduling appointments and tracking clients much more organized and precise.

Cons

It already offers a lot of useful functionality but I'd still love to see a few additions like a personal task tracker, better support for scheduling meetings through external tools such as Zoom and some improvements to the mobile app since we rely on it heavily while on the go and when handling calls. Other than those points, I really haven't had any bad experiences with Zoho CRM. For my team and me, it's been an excellent CRM system.

“Nice mobile interface”

Pros

The phone interface is really nice and pleasant to use.

Cons

Its limited capabilities were the part I liked the least.