- Zoho CRM is a cloud-based platform designed to manage business sales and customer service, enabling tracking and interaction with customers and automation of tasks.
- Reviewers frequently mention the platform's ability to capture leads from multiple sources, automate tasks, handle various communication channels, and provide real-time analytics and insights for informed decision-making.
- Users mentioned that the onboarding process could be more inviting, the setup process involves many steps, and there are restrictions on editing fields within accounts when using the free version.
