Zoho CRM Reviews

Pros

I really the sales and marketing automation it enhances the efficiency.

Cons

The customer support services need to be little improved and sometimes I notice slight lags.

Pros

Many features as well as integration capability with other Zoho applications as well as ability configure, even with the free level. Setting follow-up actions/tasks is probably one of the most useful features.

Cons

Would like better reporting features with more flexibility. Otherwise an amazing product.

Pros

I have nothing to share, I genuinely dislike everything about this CRM. The abundance of things overwhelm a first time user.

Cons

Organization, ease of use in general and the incredible abundance of functions that offers that are just there... It seems the sky is the limit but the most basic stuff it does wrong. You want a simple template that shows all relevant information for a client without fishing every corner of the screen for it or going away of the initial page to get all the relevant data. Seriously don't recommend.

Pros

The customization and AI insights make it perfect for our needs, streamlining sales and support with seamless integration.

Cons

The initial setup for Zoho CRM can be time-consuming, but the extensive support and documentation help make the process manageable.

Pros

It has a free plan where you can start working without paying. This is very useful for small businesses. Easy to constomize and up to 3 users freely. The documentation to understand how it works is very complete. The customer service is very good and fast.

Cons

The free version, of course, is limited in the configuration. But still works OK for a small business.

Alternatives Considered

Bigin by Zoho CRM and Bitrix24

Reasons for Switching to Zoho CRM

The documentation available online to understand how to customize it

Pros

Still learning but it seems to have what is needed for my startup! I am working to look at the Professional version. So far I have started with the free version. It also has a lot of potential as my business grows.

Cons

Unsure at this time. I am still very new but if you break it down piece by piece it is not difficult to use.

Alternatives Considered

Salesforce Starter, Mailchimp and HubSpot CRM

Reasons for Switching to Zoho CRM

I liked the all in one features and having everything connected.

Pros

User interface and features are good and almost all relevant to specific needs

Cons

user interface needs to improve and cost is too high

Pros

The level of customization was intense but would be great for a larger, more developed organization that is using their CRM much more robustly.

Cons

I wasn't aware I went straight into the enterprise edition, which was so much more than we needed and actually prevented folks from wanting to get into the platform and play around. The free didn't offer the tiny bit of customization I needed so I now need to write a review to try out the standard. No worries, but wish I would have known more going into the trial.

Alternatives Considered

Salesforce Starter and Zendesk Suite

Reasons for Switching to Zoho CRM

Simplicity and inexpensive option while we are an early stage startup

Pros

Ease to use interface and features that were requested such as auto email reminders are live savers

Cons

AI tools are still missing, like how to generate emails to write to customers.

Pros

alot of options, flexible customization.

Cons

user interface, complicated procedures in customaization

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Zoho CRM

cheaper with same options in other crms i checked

Pros

The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows.

Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues.

Cons

the packages are not that flexible, more especially for. us small compannies

Alternatives Considered

EngageBay CRM

Switched From

QuickBooks Enterprise

Reasons for Switching to Zoho CRM

As a satisfied Zoho CRM user, I can confidently say that the platform has exceeded my expectations. Its intuitive interface makes it incredibly easy to navigate, even for those new to CRM systems. The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues. Overall, Zoho CRM has streamlined our operations, enhanced our sales tracking, and improved our customer relationships. It offers great value for its price, and I highly recommend it to any business looking to optimize their CRM processes.

Pros

Various pricing tiers, including a free version with basic features; user interface of Zoho CRM is fairly user-friendly; Great Customization options!; integrates seamlessly with other Zoho applications as well as third-party apps, such as Google Workspace, Microsoft Office 365, Zapier, and social media platforms.
It also offers automation.
Mobile Accessibility with the app

Cons

Zoho CRM is user-friendly, but mastering its full range of features and customization options requires time and training, especially for users who are new to CRM software. There is limited customer support with long response times and difficulty in getting timely assistance for technical issues or queries.
I personally have had a few issues with some minor glitches and the first response back is always some canned response that is annoying. After about 3 tries, they then ask you to send a video of the issue, and then MAYBE someone will help fix it all. There are still issues I am having after a year that have not been fixed, and these glitches are affecting my automation.
For complex customization, may require technical expertise or assistance from Zoho's professional services, which incurs additional costs.
Scalability: While Zoho CRM is suitable for small to medium-sized businesses, some larger enterprises may find its scalability limited compared to other CRM solutions on the market.
Other:
offline functionality of Zoho CRM is limited, which may pose challenges for users who frequently work in environments with poor or no internet connectivity.

Pros

I like that Zoho CRM is an all encompassing CRM ssoftware. I particularly like the automation abilities in the entire the sales process, including sending emails, following up with leads, and updating fields.

Cons

The UI and onboarding is very difficult. And so is the customer support. It seems complex For a new user

Alternatives Considered

Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Zoho CRM

Better pricing and there are many different software that the suite offers

Pros

Comprehensive functionality and User -friendly interface.

Cons

Complexity of initial setup of Zoho CRM where business processes are highly specialized.

Pros

Filtering of leads and it is userfriendly product

Cons

It is not suitable for small business as bit costly

Pros

What I love most about Zoho CRM is how easy it is to use; I can find everything I need without feeling overwhelmed. The automation features save me so much time, and I can customize it to fit my business perfectly. Plus, it’s budget-friendly, which is a huge plus for me as a small business owner!

Cons

Zoho CRM is powerful, but there’s a bit of a learning curve for advanced features. The mobile app can feel clunky, and support response times can be slow, which can be frustrating when you need quick help.

Pros

The automation workflows in Zoho CRM which are making our daily routine tasks less efforts and time demanding and more precise. The contact management that help us keep our customer information well organized. The customer communication features which allows us to interact freely with our customers at any time. Zoho CRM reporting and analytics features which are keeping us on the lookout for the ways to improve our customer relationships.

Cons

We have not had any major drawbacks from Zoho CRM.

Pros

Zoho CRM offers robust automation tools that help users automate repetitive tasks, such as lead assignments, email follow-ups, and data entry. This automation improves efficiency and productivity.

Cons

Switching to Zoho CRM from another CRM system may pose challenges related to data migration and compatibility issues, particularly for businesses with large or complex datasets.

Pros

It simplifies repetitive tasks, enhance candidate tracking, and improve communication, allowing me to focus more on building relationships and making quality hires.

Cons

I found it challenging to adapt certain features to fit the specific requirements of different roles and industries I was hiring for.

Pros

One thing I like the most about Zoho CRM is its user friendly interface and its ability to shamelessly integrate with other Zoho application, making it a comprehensive solution for businesses of all size.

Cons

While Zoho CRM offers great features, the learning curve can be steep for new users, particularly when it comes to customising platforms to fit specific business needs.

Pros

Cost is most important feature and graphics made available makes the tool more pleasing then just crunching numbers everyday. As install base is growing, we are able to recruit team members who have used this tool in some way or shape in their past lives. Internet calling feature to protect our identity is a great feature.

Cons

Internet calling phone numbers sometimes show up as spam calling on customers cellphone which is concerning.

Pros

What help us choose Zoho CRM over other platforms is the customization. This allowed us to put together a custom tailored user experience. As our company has grown we have been able to take advantage of the integration with other platforms. Zoho CRM workflows i.e. automations are heaven sent! We have been able to automate so many of our emails, field updates, quotes and sales orders etc. To keep things simple this CRM is flexible, scalable and has a ton of options.

Cons

Because you have so much flexibility the learning curve can be a bit overwhelming at first. We are on a ZohoOne Enterprise edition and the ZohoOne team has help me countless times with Flows and integrations. When searching for a phone number it can be picky, for example if I have a phone number 888-888-8888 i have to include the hyphen. I can't just search the phone number 8888888888.

Pros

What I liked most about Zoho CRM is its user-friendly interface and customizable features. The ability to tailor the platform to specific business needs, such as automating workflows and creating custom reports, made it very efficient. I also appreciated the integration with various third-party apps, which streamlined processes and enhanced productivity.

Cons

What I liked least about Zoho CRM was the occasional complexity in setting up advanced customizations. While the platform is highly customizable, some features require a steep learning curve or technical knowledge to configure properly.

Pros

its versatility and user-friendly interface. It offers a comprehensive suite of features, including customizable dashboards, automation tools, and robust reporting capabilities, which make it easy to manage customer relationships effectively.

Cons

One of the challenges with Zoho CRM is its complexity for new users. While it offers a wealth of features, the learning curve can be steep, especially for those unfamiliar with CRM systems.

Pros

I love the simplicity of the dashboard. The fonts are nice and easy to skim. Contacts are arranged nicely and leads are easy to find and categorise. The dashboard isn't too crowded to a point where you can't find what you are looking for. I love the relaxing color choice of pink and blue: It makes work nice and fun. I also love that there's lots of fields to work with when entering lead data which enables us to collect as nuch information about a client as possible and hence create customised business solutions for out clients. It's esy to see the status of each lead and notifications come quick and in a way that's not too obnoxious or alarming.

Cons

The navigation bar can be hidden and confusing. Somebuttons have a tendency to be slow and to load slowly. You may be redirected to n ad landing page on certain features which can be frustrating given the pressure of work.