User Reviews Overview
About Zoho CRM
Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond...
Learn moreAll Zoho CRM Reviews Apply filters
Browse Zoho CRM Reviews
All Zoho CRM Reviews Apply filters
- Industry: Hospital & Health Care
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
A Flexible, Powerful Tool for Streamlined Healthcare Operations
Zoho CRM has been a game-changer for us at MEDOC. Its customization, seamless integrations, and AI insights streamline our sales and customer support. Though setup takes time, the benefits to our workflow and client engagement are well worth it. Highly recommended!
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.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Weekly for 2+ years
-
Review Source
Great balence between easy to use and customizable
Zoho CRM has been a great tool for managing my customer relationships. It’s packed with features, but it’s still pretty easy to navigate once you get the hang of it. Setting up workflows and tracking leads has helped me stay on top of things and keep my sales pipeline organized. It’s not the simplest CRM out there, but the learning curve is worth it because of all the customization options and integrations. Overall, it’s a solid platform that’s helped me streamline my business processes.
Pros
One of the best things about Zoho CRM is how customizable it is. I can tailor it to fit my exact needs, whether it's creating custom fields, layouts, or automating workflows.
Cons
The support is not always great, sometimes it can take a while to get back a response that is worth while.
Reasons for Switching to Zoho CRM
Cheaper and filled our needs. Salesforce tends to be complicated.- Industry: Telecommunications
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Flexible and Powerful CRM with Room for Smoother Usability
Zoho CRM offers a comprehensive and flexible platform with powerful customization options. However, its steep learning curve and occasional performance issues can create initial challenges for new users, particularly those without prior CRM experience.
Pros
It's easy to customize and quite affordable. Their integrations are quite good also
Cons
Their customer support isn't always great and is limited and takes some time to learn
Alternatives Considered
HubSpot CRMReasons for Switching to Zoho CRM
It was more affordable than the other tools out thereTop Zoho CRM Alternatives
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Zoho CRM is the way to Go.
There were a few kinks that needed to be worked out but overall the support to work them out was great and timely. I personally wouldn't work with any other at this point.
Pros
First, it's ease of use and the ability to customize it to your needs and what you sell. The integration of other products is really great too. It's responsive and keeps all your info for a client in one place. The automated features is wonderful too.
Cons
Least is the set up. It does take time, trial and error, and a few kinks along the way. However, that being said, support was always there to fix and responsive, and with a program this sophisticated it is expected to have some issues. Overall, any issues were minor.
Reasons for Choosing Zoho CRM
I couldn't customize, had way too many bugs, didn't power dial the way I wanted, didn't track and put contacts and leads in a very manageable way. Lacked ability to import info easily if at all. Glitchy.Switched From
SymmetryReasons for Switching to Zoho CRM
Total cost vs features, ease of use, and customization ability.- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
A CRM to consider for SMB's on a budget
Pros
For us, this is one of the most complete CRM platforms available. We usually recommend tis platform to SMB's who need a CRM platform, but still are not big enought to get Salesforce for example (and in some case this is all they'll ever need)
Cons
Maybe time needed to do the initial set-up, as everything needs to be changed and the default options are not always useful. The UI sometimes feel a bit clunky.
Alternatives Considered
HubSpot Marketing HubReasons for Choosing Zoho CRM
Better integrations, better customer service and better overall value for moneySwitched From
Simla.comReasons for Switching to Zoho CRM
Cost was the biggest difference we found.- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
A great option for your CRM
We have used Zoho CRM for a few years now and it has been integral in running our business.
Pros
Zoho is a fantastic platform to meet your CRM needs. It is very user friendly and was easy to customize to our preference for workflows and modules.
Cons
I would like to see more external applications added to their marketplace for integrations.
Alternatives Considered
Salesforce Sales CloudReasons for Switching to Zoho CRM
We found that Zoho was a better value for the cost.- Industry: Law Practice
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Great for productivity
Great experience overall, has boosted productivity tremendously within the team
Pros
Being able to essentially automate anything and customize it to our liking
Cons
Updates take a very long time, some features have been requested for years and still not available.
- Industry: Real Estate
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
Zoho, not just any CRM
Zoho managed my data and made my whole organisation manageable, data when needed at my fingertips.
Pros
Zoho is easy to use, its easy to customise and to find your way around the data even if you do not have a lot of knowledge with CRM's.
Cons
What's not to like? Its hard to find bad points with software this good!
Alternatives Considered
HubSpot Marketing HubReasons for Switching to Zoho CRM
Zoho has a nicer looking interface which made it more appealing to use.- Industry: Marketing & Advertising
- Company size: 201–500 Employees
- Used Daily for 1-5 months
-
Review Source
A great start up CRM
The tool helps you store and streamline sales material and taks. Generally a good overall experience of using this platform in comparison to major market alternatives with heavy license fees
Pros
A leading choice in the customer relationship management sector, particularly for small to mid-sized businesses. Known for offering a comprehensive set of features at competitive prices, this CRM delivers enterprise-level capabilities while maintaining accessibility for businesses with smaller budgets.
Cons
While Zoho CRM’s extensive features are a strength, they can be seen as a drawback for businesses that only need basic CRM functionality. The sheer number of options can sometimes be excessive, leading to features going unused or confusing users who don’t need advanced capabilities.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
Dishonest People, wont honor the refund and dodge time passing tactis.
Dishonest people, They just wasted time tool 3 weeks to respond and than told me it was passed due. if it wasn't upfront 1 year payment i would move my company, i will probably move to somewhere else as soon as times up.
Pros
marketplace has lots of integration options
Cons
too much tabs, unnessary steps, untrained support staff don't know much and always have to refer to somebody else. One of them accepted to honor refund as per their terms and condition within 30 days, and then wasted 3 weeks to response only to be told it is passed the 30 days.
Reasons for Switching to Zoho CRM
only reason was easier sms integration with too many integrations available- Industry: Construction
- Company size: 10,000+ Employees
- Used Daily for 6-12 months
-
Review Source
ZOHO CRM experience in Construction industry
Overall, my experience with Zoho CRM has been positive. The platform's customizability and integration capabilities make it a robust choice for businesses looking to streamline their customer relationship management. While there are areas that could benefit from improvement, particularly in customer support and mobile functionality, Zoho CRM's extensive feature set and cost-effectiveness make it a compelling option for organizations of all sizes
Pros
Zoho CRM offers a lot of customization options allowing business to tailor it based on needs. This included extra fields, layouts, modules, and reports. It has a user-friendly interface that can be easily configured with easy accessibility to all information with simple clicks. It has good integration capabilities with other applications with free and paid add-ons.
Cost is acceptable compared to other competitive software and has variety of options based on the level of functionalities needed.
Cons
Some advanced features are not easy to implement and require certain knowledge and skills to be configured.
Based on the license level, some customer support is not the best experience you look for in a cloud solution.
Mobile app is missing some of the main features that are needed to have access to CRM information.
Reasons for Choosing Zoho CRM
In-house solution was not reliable anymore and needs a major technology update while other competitive products were either missing a lot of functionalities or more expensiveSwitched From
monday CRMReasons for Switching to Zoho CRM
Needed functionalities with an affordable and reasonable price- Industry: Telecommunications
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Zoho CRM allows for customization and effective lead handling.
For the most part, Zoho CRM is a functional program that will allow a company to set up a system that works, without breaking the bank.
Pros
Zhoh CRM is fairly easy to use and set-up. As with any CRM there will be areas where you wish it could do more, but overall it does what it needs to do to be a decent CRM.
Cons
There are not as many places that you can customize the areas you would like. It makes it a little frustrating at times. Also, there are functions that have been asked for for years from the community that still have not been implemented.
Alternatives Considered
Salesforce PlatformReasons for Choosing Zoho CRM
Cost and function. Zoho allowed for many of the same features at a cheaper pricepoint.Switched From
Salesforce PlatformReasons for Switching to Zoho CRM
Cost and function. Zoho offers an inexpensive alternative to Salesforce. While it might not have all the bells and whistles, it does most of what you need to do.- Industry: Libraries
- Company size: 5,001–10,000 Employees
- Used Weekly for 1+ year
-
Review Source
Zoho CRM: Customer Insight
Analyzing the various features of Zoho CRM one must tell that in terms of functionality, it offers all the benefits of a modern CRM system. The lead tracking and customer interaction tools of the platform have enhanced our communication capabilities by far.
Pros
To the best of my knowledge, Zoho CRM has a unique feature, which is an artificial intelligence known as Zia that can analyze future sales trends and trends in general.
Cons
We have noted that switching between two different modules is not easy and may sometimes even appear imprecise, especially if it is being done by a novice.
- Industry: E-Learning
- Company size: 501–1,000 Employees
- Used Daily for 1+ year
-
Review Source
Unlock Your Business Potential : Zoho CRM - Your Solution to Success
As a Zoho CRM user, it has been critical in our business for it involves a seamless workflow from onboarding to ongoing usage, supported by customization options,data management tools,sales and marketing features,reporting capabilities,collaboration tools,and ongoing support and training resources.
Pros
Comprehensive functionality and User -friendly interface.
Cons
Complexity of initial setup of Zoho CRM where business processes are highly specialized.
- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Zoho CRM - A Boost for Our Business
Zoho CRM has become a crucial part of our strategy, enhancing sales and customer relationships. Despite minor learning curves and mobile app limitations, it's a reliable tool contributing to our business growth. However, we decided to move to another CRM due to complex automation setup and process in Zoho CRM.
Pros
Easy Customization - Zoho CRM's customization is a lifesaver, aligning perfectly with our unique processes.
User-Friendly Interface - The intuitive design makes navigation a breeze for me and my team.
Time-Saving Automation - Streamlined tasks and automated campaigns have significantly boosted our efficiency.
Cons
Learning Curve - Some advanced features took a bit to grasp, but ongoing training helped.
Mobile App Limitations - The mobile app could use more features compared to the desktop version.
Automation - it requires a developer for advanced automation process.
- Industry: E-Learning
- Company size: 201–500 Employees
- Used Daily for 6-12 months
-
Review Source
Optimal Sales Hygiene: A Recommended CRM Routine
I really give 4 out of 5 stars for Zoho CRM from my personal experience. Every lead management stages, lead stage insights, and lead details column are sufficient enough to do the best lead management.
Pros
Zoho CRM offers high customization and comprehensive feature, it works as a best full-featured CRM tool for Sales and Marketing team.
Cons
Nothing to list as a dislike about Zoho CRM, every features are best in it. I can say the price should be little more competitive than other CRM tools.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Good system but lots of settings
overall experience was so is better than the system that you have before. Lots of options and settings and we can bring all our contact information and client accounts and deals and quotes and also report from one system and the whole company can access it all at once and so we don’t lose any information anymore. That helped with not using paper anymore and bringing out the first 21st century, especially with digital signing contract and automatic notification when contacts are signed.
Pros
zoho crm is a great platform to bring all digital contracts that we have for our company together. We don’t need to use any paper anymore and have all our customer information in one system.
Cons
sometimes settings are very hidden, and some automations are not very self explaining. The design is not as modern as other platforms.
- Industry: Hospitality
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Zoho CRM is an intuitive and handy tool for maintaining excellent customer relationships.
As crucial as they are, maintaining healthy customers relationships wasn't always easy for us up until we employed Zoho CRM to assist us. It has helped us to have a free space to interact with our customers which has seen us build very healthy relationships with them. More to just communicating, Zoho CRM allows us to manage our customers information with ease.
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.
- Industry: Apparel & Fashion
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Advanced Online CRM Software
Overall Zoho CRM is quite helpful and advanced software for any company. It can use any staff of a company who knows computer operating, no need for any special training.
Pros
The sales and purchase - accounting parts of the software is very helpful. Its very easy to use. And its a online base software so we can use the software multiple computer on multiple places.
Cons
Production monitoring process for a company of this software are not so updated and its quite complicated in use.
- Industry: Retail
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
-
Review Source
A robust CRM tool that has increased our sales success rate.
Zoho CRM has really supercharged our sales operations making them more successful. It provides us with great tools which help us manage all our sales activities including customer communications and closing sales deals.
Pros
Zoho CRM allows us to engage with our customers effectively during sales operations and offer them personalized communications which has helped us make more sales. It was much easier to customize to match our needs. Has super amazing sales analytical tools which provides us with the insights we need to understand our sales performance and do sales predictions.
Cons
There has been no time that Zoho CRM has failed to offer us the best services. Nothing not to love about it.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Zoho CRM has really transformed the way we manage our customer relationship
Pros
I like the robustness and how Zoho CRM is rich in features we can maintain every clients details ie past order history,projected sale etc with long term value if you set the params right.Additionally with the analytics and reporting it is by far the best analytics tool I have used .
Cons
The performance of this system is sometimes not the best, usually during large data set or pack usage.
- Industry: Consumer Goods
- Company size: Self Employed
- Used Daily for 6-12 months
-
Review Source
Customize Your Experience
Overall I would rate the Zoho a 4.5/5 stars. Other than the visual appearance I'm all in!
Pros
What I like the most about Zoho is the customization available to completely make it your own. You have TONS of different Zoho Apps and Services you can integrate into your Zoho Dashboard that cover almost anything you can think of business related across all different departments. The part that I liked best is how Zoho is extremely user friendly and it's base functions can serve all your needs, but for those more advanced CRM fanatics Zoho really does pack a punch with extremely advanced features available to truly make it your own!
Cons
The biggest thing I don't like about Zoho is the visual appearance of the users interface. In my option it looks very outdated which gives the appearance initially that it is not capable of much. I think it is something that definitely needs an upgrade.
- Industry: Insurance
- Company size: 201–500 Employees
- Used Daily for 1+ year
-
Review Source
Zoho CRM Review
My overall experience with Zoho CRM was positive. The platform offered a wide range of features that were essential for managing customer relationships, tracking sales, and improving workflow efficiency. I found it to be very customizable, which allowed me to tailor it to specific business needs.
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.
- Industry: Telecommunications
- Company size: 1,001–5,000 Employees
- Used Weekly for Free Trial
-
Review Source
Commendation for Zoho CRM
Zoho CRM, looks a perfect tool for me. I was really amazed of it's features and tools inside as this easy to understand, easy to navigate and even the first time user can also navigate due to it's user-friendly environment. I am looking forward to be a future paying customer to Zoho.
Pros
WHat I like the most about Zoho CRM is that I was amazed that Zoho has also integrate in social media sites which is I initially used Zoho Inventory. I definitely purchase Zoho when handling my clients social media sites and inventory in the future.
Cons
What I like the least about Zoho CRM is that probably I need to extend the free trial from it's 14 days to 1 month.
- Industry: Consumer Goods
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
I don't like the UX
Pros
Zoho CRM emerges as a powerful tool for businesses, offering seamless management of sales, marketing, and customer support operations. While its intuitive interface facilitates navigation, I found it slightly less familiar compared to other platforms. However, its customization options and overall effectiveness make it a standout choice for boosting productivity and efficiency in business workflows.
Cons
The interface, while intuitive, may initially feel unfamiliar, requiring some time for users to fully adapt. Additionally, while the customization options are extensive, some users may find them overwhelming or complex to set up initially. Despite these drawbacks, Zoho CRM remains a strong contender in the CRM market, particularly for businesses willing to invest the time to unlock its full potential.