Zoho CRM Reviews

“Better project control”

Pros

Putting together events or material lists for my work was really simple with this software and it gave me a much better sense of control. I could set up a new project and my teammates were able to update any detail whenever needed.

Cons

At times, the real-time notifications give us trouble and sometimes they don't come through when they should.

“Booking works well locally”

Pros

Booking works well for my business and it fits the way things operate in my country.

Cons

There are a few downsides and I'm still looking at other apps that might be a better fit in some areas.

“User-friendly CRM suite”

Pros

The CRM suite is user-friendly and simple to use which makes working in it feel natural.

Cons

Moving from a manual record-keeping process into Zoho CRM took quite a bit of time.

“Instant reports”

Pros

Using this CRM has really helped us keep our tickets organized and generating reports in it almost instantly.

Cons

some of the Zoho tools take too long to load especially Zoho People when we use it for time tracking.

“Helps turn leads into customers”

Pros

This platform has helped us manage leads and turn them into customers more effectively. One thing we really appreciate is how simple the dashboard is, along with the customer automation features. Having everything in a single platform is a big advantage too, projects, marketing, sales and content management are all in one place and that's what makes Zoho CRM so valuable for us.

Cons

The only downside we've run into is with the email functionality. There's a fairly noticeable limitation when it comes to design options.

“Simple customization options”

Pros

The software feels very user-friendly to use and the customization options are simple to work with.

Cons

Honestly, I don't have much negative to say about this software.

“Smoothly syncs with Zoho apps”

Pros

One of the biggest benefits has been how smoothly it connects with the rest of the Zoho apps, without needing Zapier or paying extra for it. I've been able to bring a lot of my software tools together and replace several of them with Zoho instead.

Cons

Support can feel a little inconsistent at times. Some apps have chat support, while others only handle it through email. That said, the response time is generally still pretty good.

“Exceptional invoicing feature”

Pros

Keeping all contacts organized and tracking conversations in one place is really convenient. The interface is simple so even someone who isn't very tech-savvy can get comfortable with it quickly. The invoicing feature is also very useful since it lets you create professional-looking invoices and collect payments digitally.

Cons

Although the software has a lot going for it, it runs much slower than other options on the market. I'd only recommend it if you're working with a smaller number of leads or contacts.

“Easy to pull up a contact”

Pros

Using it has been very simple for our team. It's simple to pull up a contact and add notes in the system which keeps everyone updated on the lead's status. That's especially important when we're making calls.

Cons

At this point, I really can't point to any flaws. It's simply been a very helpful tool for us.

“All tickets under one roof”

Pros

Keeping every ticket under one roof makes support much easier to handle and responding to queries can be done right away. It also gives a complete history of tickets, both open and closed, for a specific user which is really helpful when tracking past conversations.

Cons

Tickets can't be closed directly from the "all tickets" section. You have to open each ticket first and then close it manually which can end up taking extra time especially for tickets that don't really need that much attention.

“Wonderful to use”

Pros

I rely on this tool every day for work and it's been wonderful to use. The interface is one of the best parts, very user-friendly and quick to load without wasting time.

Cons

It covers everything I need and has been genuinely helpful for my business. At this point, I don't really have any complaints.

“No problems yet”

Pros

The CRM management features in this software are excellent and really stand out.

Cons

I haven't come across any issues yet although there's always room for improvement.

“Keeps client profiles organized”

Pros

Works really well for a small business because it's user-friendly and makes it simple to keep client profiles organized and managed in one place. It's also reasonably priced especially when you compare it with other CRM options.

Cons

Even though it offers a lot of features, each one often sends you to a separate web link like Zoho Sign or Zoho Projects.

“Complex layout slows productivity”

Pros

The way this product is organized didn't feel very user-friendly to me. For the specific use I needed, it came across as complex and time-consuming to work with. I ended up finding other web-based software that performed much better.

Cons

Its layout isn't as efficient as it should be. I spent more time figuring out how to make the software work for my needs than actually reaching out to the contacts I needed to make. Software should help speed up productivity, not drag it down and make everything take longer.

“Steady team communication”

Pros

It helped me stay in touch with team members effectively and kept communication flowing consistently.

Cons

the authentication step doesn't let sessions stay open as long as expected.

“Comes with a lot of features”

Pros

Running my business with this software has been really positive because it's very simple to use and comes packed with a lot of features. It covers several important areas like business operations, marketing control, project management and sales management which makes it very useful overall. It also helps support steady business growth and the 15-day free trial without requiring any credit or debit card is a big plus since you can test all of its functions and see how everything works before committing.

Cons

Marketing section could be better because it still feels like it needs a few more features. It already gives you useful tools to work with but there's still room for improvement if it wants to help take things to the next level.

“Simple to implement”

Pros

It has been easy to use especially for someone who is just beginning. The platform is user-friendly and its implementation is simple enough to let anyone manage business processes quickly and accurately. I'm also able to organize and run webinars directly through the CRM which helps bring in new customers. Another big plus is how smart the system is, it gives me solid control over sales by automatically gathering access metrics. Even when I'm away from the company, I can still monitor everything and stay fully in control thanks to Zoho's AI features.

Cons

I honestly don't have any major complaints. The only thing I've noticed a few times is that some functions can take a while to load, almost as if those sections are a bit heavy. Still, it hasn't affected the overall functionality in any serious way.

“Can share folder access”

Pros

Having so many features and different functions in one place has made day-to-day work much more manageable. We rely on Mail, Connect and Cliq constantly and it has really become an essential part of how our business operates. WorkDrive has been responsive and dependable especially for team file storage. I can share folder access with a colleague and remove it once the task is done which is very convenient. The mobile apps are also practical and useful. I especially appreciate how Zoho keeps everything organized and clean by providing separate options for different business needs which is what I enjoy most about Zoho CRM.

Cons

It's a very large system with a lot of capabilities and many of them still go unused on our side and probably will for a while. New users do need time to understand how certain parts work so there is definitely a bit of a learning curve. Honestly, I don't really have anything specific I dislike about Zoho but it did take some time to get comfortable with it.

“Outdated integrations and email tools”

Pros

It offers a lot of customization and comes with a fairly broad set of features.

Cons

Despite that, several important features feel extremely outdated and badly need improvement. For example, the Office 365 integration for syncing Outlook emails only supports IMAP which is an old and insecure protocol that is disabled by default in Office 365. The forums have been mentioning an updated Outlook integration for months but the release dates keep getting delayed. Another frustration is sending emails from inside Zoho CRM. There's no proper way to choose a prewritten email message without pulling in template formatting which makes emails look like they came from a marketing platform instead of a normal business email. On top of that, the email templates themselves feel very antiquated and the underlying code is poor, with too many SPAN tags and unnecessary formatting. There are also plenty of requests and comments in the Zoho Help Centre about fixes and new features but even when Zoho says they're in development, they rarely seem to actually arrive.

“All customer service in one place”

Pros

Having all of my customer service activities in one place has been really helpful and keeps everything organized.

Cons

It would be even better if tickets and tasks were in the same area but aside from that, it works well.