Zoho CRM Reviews

“Auto-assigns leads”

Pros

Getting lead management up and running was quick and building workflows is pretty simple. I can auto-assign leads using custom functions and integrating social media lead ads was simple too.

Cons

At first, the features can be a bit hard to understand. Once you spend some time with it and explore more though, it becomes very efficient and much easier to use.

“Appreciate the Zoho Docs feature”

Pros

Zoho Docs was the feature that caught my attention the most, along with the Excel functionality because it really helped keep the whole team up to date.

Cons

Zoho Docs and the Excel database make it simple to share documents and information. On top of that, the team meeting interface looks quite appealing and feels different from many other services.

“Stands out amongst CRM options”

Pros

Among the CRM options out there, this one feels like one of the best. It's very simple to set up, simple to use and my clients genuinely enjoy working with it. The platform is user-friendly overall which makes it a really solid software tool.

Cons

The marketing module and reporting still have room for improvement and I'd also like to see a few more features that would be especially useful for my clients.

“Feels like the best option”

Pros

It is a very user-friendly online CRM and simple to work with. Compared with other software in the industry, it feels like the better option. If a company is searching for CRM software, Zoho is definitely one of the best choices.

Cons

It includes fewer features in the free version. It would be even better if the trial version came with more functionality.

“Helps manage company goals”

Pros

Getting it up and running was quite simple and it does a really good job of helping manage company goals while also making lead tracking simple. It's a very capable CRM overall especially since it brings a variety of tasks together on a single platform.

Cons

I don't really have anything negative to point out. It already works quite well though expanding the prebuilt templates even further could make the features feel even stronger.

“Custom page layouts”

Pros

It comes with a lot of features and creating accounts, adding contacts, managing them and tracking interactions all feel very user-friendly. Being able to customize page layouts is also a big advantage because it lets you set up the CRM around how your team actually works day to day. In our case, we review open opportunities every day and keep them updated so arranging the opportunity page with the most important and recently updated fields at the top makes that process much more efficient.

Cons

Adding custom fields into different views can be a little complex especially when the custom field is a picklist. On the positive side, you don't always have to go back and redefine those custom fields. There's also a cap on how many custom fields you're allowed to create which can be limiting.

“Free for up to 10 users”

Pros

A big plus is that it's free for up to 10 users which makes it a really good fit for small teams. The Kanban view is helpful for keeping work organized, the gamification modules add a nice motivational touch and the email marketing tools are quite powerful. Creating reports is also pretty simple.

Cons

One part that can be confusing is telling accounts and contacts apart since the distinction isn't always very clear. It's also not really possible or at least quite difficult, to compare reports across different dates.

“functional app”

Pros

Functional and simple to use, with several integrations available for other applications. It works well for team evaluation too.

Cons

At times, the application can get a bit slow which is frustrating. Aside from that, I don't really have any other complaints.

“offers a wide range of resources”

Pros

Rolling this out across our organization happened very quickly and the transition was absorbed well by everyone. Employees adapted fast and spoke positively about the implementation especially because the platform offers a wide range of resources that really help with day-to-day work.

Cons

We don't have any major complaints about the software itself. If anything, it would be helpful to have more video tutorials so the learning process can be even more accessible for a wider group of users.

“Outstanding value for money”

Pros

It gives outstanding value for the money, with a really strong set of features especially when you compare its licensing cost to other CRM options.

Cons

It's not exactly plug-and-play since it takes some time to configure and set up properly based on your needs. Support can also be slow to respond or unavailable at times.

“Can be used from any device”

Pros

it's cloud-based so I can use it from basically any device as long as there's an internet connection.

Cons

There are still some glitches and bugs that should be ironed out. The captcha during login also fails quite often which can be frustrating.

“Love the email management part”

Pros

Pretty user-friendly and the integration worked successfully when I used it. The part I appreciated most was the email management.

Cons

Features outside of email management had too many click options. It would have been better if the layout were more compact.

“inexpensive custom email setup”

Pros

The pricing was affordable and it worked well with their inexpensive custom email setup so getting everything connected was pretty simple.

Cons

Emails sent through their system were not reaching Yahoo addresses and there are plenty of complaints about that online. It is hard to trust a service that marks an email as sent when the person with a Yahoo account never actually receives it. Customer support also felt frustrating, they sent lots of messages saying they would help but because the team is based in India, replies often came in the middle of the night. They do have a North America representative but I was told they were downsizing and overall the support was not very good.

“Calendar management not up to the mark”

Pros

Uploading is simple, the auto-fill feature helps a lot, adding candidates is fast and the interface is simple to use.

Cons

Calendar management isn't very good, the communication tools feel lacking and there aren't enough integrations.

“Scales well with growing needs”

Pros

Keeping track of customer communication and sales has been excellent with this tool especially because it connects with Google Mail, QuickBooks and our telephony system without charging extra integration fees. It's also customizable and scales well as our needs change.

Cons

A few of the configuration settings are somewhat tucked away and can be hard to locate.

“Configurable CRM”

Pros

Amazing how flexible it is. You can configure the CRM in almost any way you need so it adapts really well to different workflows and business setups.

Cons

The weak spot is definitely email. The available email options feel limited and even though they do function, they're complex and take too much effort to set up. A lot of the time, it doesn't feel worth the hassle.

“Our go-to platform for staying connected”

Pros

This has become our go-to platform for staying connected with customers. It helps us reach clients right on time and keep up with their questions or concerns about our products and services.

Cons

I genuinely appreciate how well this tool performs. It has helped us attract more customers by making the marketing of our products and services much more effective.

“excellent for handling sales”

Pros

It has been excellent for handling sales, keeping the team aligned and staying connected with customers. The real-time notifications are especially impressive and make it much easier to stay updated on everything as it happens.

Cons

Customer support could be better especially when it comes to resolving issues faster and the user interface still has some room for improvement.

“Everything is simple”

Pros

Everything feels simple, from the features to the menus. It makes organizing emails really simple and it also helps keep appointments and meetings well tracked. For a small organization, it's definitely a must-have tool.

Cons

The only area where it could be better is the limit on attachment sizes.

“Better value, more features”

Pros

Compared with what we were using before, Zoho's package pricing is far more affordable and it actually offers even more features than our previous CRM.

Cons

I haven't come across anything to dislike. Moving over from our old CRM was simple and everything felt clear throughout the transition.