Zoho CRM Reviews

“Lets me customize columns”

Pros

The software lets me customize the columns based on what I need and I can also distribute leads to others directly from within the platform itself.

Cons

It also allows me to create lead forms for my website which cuts down the extra work of uploading data through Excel sheets.

“Amazing email tools”

Pros

Implementation is very simple because it guides you through the setup step by step. Clients with limited tech skills really appreciate that they can handle the process on their own and feel confident doing it. The email tools are especially strong for marketing and having them included at such a competitive price makes it a solid option for small to mid-sized businesses. Lead management is powerful and the forecasting features are reliable and accurate. There's also a free edition for very basic needs, while the Standard plan adds sales forecasting, email marketing, a library and a dashboard that's very user-friendly. If a business needs more advanced functionality, the Professional plan is worth considering at about $1 per day since it also includes workflow automation. Zoho also connects with a wide range of business apps and that list keeps growing, including many major event and meeting platforms. A quick visit to their website gives a clear picture of the different versions and everything each one includes.

Cons

There really isn't much to complain about with this CRM. One limitation is that workflow automation is only included in the Professional plan. It would also be helpful to have the option to delete fields in client records since some setups only need a single field. Offline work can be challenging at times and the mobile app can occasionally feel unstable. More beginner-friendly tutorials for customization would also be a welcome improvement because the current options can feel overwhelming for new users.

“Beautiful design”

Pros

Right away, the beautiful design stood out to me and the whole platform feels very simple to use. The clean, minimal layout makes everything easier to manage and that simple view is honestly what impressed me most about the software.

Cons

A couple of things could still be improved though. The ZIA voice assistant feels like it needs more development and the workflow automation has some slight limitations.

“Polished UX”

Pros

Getting into the system is very convenient especially for lead generation and keeping database records organized which is really impressive. A lot of attention has clearly gone into the UI and UX and that gives the application a much stronger feel compared to other CRMs. It also offers plenty of other features that can be used to get the best possible results.

Cons

It does slow down a little at times when I open it across multiple tabs. Another minor frustration is that once the session expires, it signs me out from every open tab which can be a bit hectic. Other than that, everything else is pretty good.

“Been a real help”

Pros

Using this software has been a real help because it's simple to work with. I can add my leads, keep track of the pricing details they're on, set reminders for follow-up calls and even send emails directly from the CRM.

Cons

Something that could be better is the process for going back and reviewing sent emails. It would also help to have a more convenient way to resend emails when I don't get a response.

“Improved a lot over time”

Pros

After nearly five years of using it, I've seen how much it has improved over time. Overall, it's a solid option for small to mid-sized companies. One feature I really appreciated was the marketing automation especially how new leads coming in through a web form are instantly added to the CRM. It can even identify a lead if there has already been a previous interaction. Once the lead is captured, you can build out the record by filling in data fields and it's also possible to create custom fields based on what your business needs. I also thought it was quite practical to organize information across different departments in the company. I mainly used it as part of my day-to-day work in sales, where it helped me manage leads and monitor progress clearly. We didn't use it much for campaigns but more as a full CRM system. The reporting area is strong and I liked how much customization it offers. It really covers more than the average salesperson would typically need. They've also added new integrations recently and improved performance which was noticeable because it used to run a bit slowly in the earlier days.

Cons

At first glance, it looks like a mid-range product in terms of pricing. The issue is that once you want to extend it with extra features or add-ons, the additional charges can start adding up. That can push the overall cost much higher than expected. For a larger company, it may end up costing almost as much as some enterprise-level CRM platforms. Because of that, it's worth being very clear about your requirements before setting it up across the organization so the final price matches what you expect. The interface could also use some improvement to feel more user-friendly.

“Definitely recommended”

Pros

It covers a lot of ground really well, People, Recruiter, Books, Meeting, Mail and Docs all stood out to me. I'd definitely recommend it to small and mid-sized businesses that want a solid CRM solution with a broad set of useful tools.

Cons

I honestly haven't run into many problems with the software. Their support team is available 24/7 and has been consistently reachable by email, chat or phone whenever needed.

“My go-to marketing manager”

Pros

Zoho takes away the need for going through the trouble of having to keep several marketing automation tools for different types of tasks by bringing them all in a compact suite with social networking capacities to help us market our products better. My favorite thing about Zoho is that there are no fixed templates or a learning curve with this platform.

Cons

No cons. I absolutely love how easy to use and unique this software is!

“Leading solution for social media management”

Pros

Managing social networking accounts has become so easy ever since I started using Zoho. The solution offers some really advanced tools and functions in the dashboard dedicated to measuring performance.

Cons

There is nothing that I do not like about this platform. I feel more people should use it for its social media management skills to save up on a lot of time and daily effort.

“Efficient & practical tool”

Pros

Having all my social accounts in one place makes things so much easier. It saves time by letting me plan and schedule posts ahead of time. Plus, I can see how everything is doing, which helps me plan better content for the future.

Cons

I have so far encountered no issues with Zoho. It has been a lifesaver for me.

“Top choice for social media management”

Pros

Zoho has been a game-changer for me. It makes it so easy to keep up with social media and helps my business grow and attract more leads. The integration with different social platforms is seamless, and it stays up to date with the latest trends, which I love. Scheduling posts for all my accounts helps me plan my marketing campaigns much better.

Cons

Unlike Instagram, the Twitter integration isn't as smooth as I'd like. Retweets don't always go through properly. Zoho also depends heavily on a strong, stable internet connection. If the connection is lost, any progress I made is wiped out and there's no option to save it to post later.

“Complete Game Changer!”

Pros

It is the perfect solution to eliminate the daily problem of posting on different social platforms and tracking progress. It's super reliable and efficient, with tons of extra tools to help promote our products more effectively through social media marketing.

Cons

Zoho is definitely a leader in its field. I have zero complaints, even after using it for years.

“Ultimate marketing and advertising solution”

Pros

Zoho is an all-in-one suite with powerful marketing tools that I find really helpful. It also integrates with social networking sites, making it easier for me to promote my brand more effectively.

Cons

I wish there were more options for themes, the existing ones are generic and not too impressive. I wish they work on that in future updates.

“Outstanding marketing tools”

Pros

It has a clean, easy-to-use interface with a ton of tools and features perfect for social media management. Scheduling posts, tracking customers and creating custom dashboards are some of its most powerful functions. It also does a great job of tracking relevant social conversations for me.

Cons

I've had no issues with this solution. It always works perfectly and gives me great service every time.

“Perfect Tool!”

Pros

An amazing platform to keep up a presence on social networking accounts across different platforms at the same time from one unit. Its searching tool is very helpful for finding new business ideas, hashtags and competitors. I particularly love the team features which allows teams to run collaborative campaigns in real-time. You can monitor the progress of each post and also track customers.

Cons

There's nothing bad about this solution. It's made our work so much easier with its collaborative tools and engaging with customers across different platforms is easy.

“Clean, user-friendly layout”

Pros

For me, this software is the best when it comes to social media management. Managing multiple platforms at once has never been easier and I can do it all from one hub. I love that I can schedule unlimited posts, collaborate with my team in real-time and save so much time and effort.

Cons

The product has really innovative tools to offer but I feel there is still room for improvements in terms of usability and coming user-oriented.

“Agile and smart”

Pros

It is super easy for my team to learn and set up. You don't have to spend a lot of time setting it up or learning how to use it, so getting started is really easy.

Cons

I think the main page is a little too simplistic and could use a better overview of the system’s capabilities.