Zoho CRM Reviews & Product Details

What I like best about Zoho CRM is how intuitive and customizable it is, allowing me to manage leads, activities, and pipelines efficiently in one place. The automation features help reduce manual work and ensure timely follow-ups, which improves productivity and consistency. I also appreciate the integrations with other tools, which make it easy to keep all customer data aligned and up to date. Review collected by and hosted on G2.com.

One drawback of Zoho CRM is that some advanced features have a learning curve and can take time to configure properly. At times, the interface can feel a bit cluttered when managing complex workflows, which may slow navigation. Additionally, certain customizations or integrations require more setup than expected. Review collected by and hosted on G2.com.

Zoho team changed UI/UX now it's looking more modern and cleaned view and ZIA become more advance giving prediction on deals, best timing for emails and calls they added now Teamspace that great add on where we can now create multiple space so Account manager now only able to see those module which we have assigned and arrange them on there needs, not ZIA has smart prompt and voice of the customer that great add On what I like most Is CPQ product configurator, Price Rules and guided selling these are new and very helpful or us. And for new more features that they have added is we can Customize Canvas but it's not that much optimise friendly previously for custom button we have to use HTML code thanks to KIOSK now. Sometime those HTML not worked but Kiosk never faild it's worked all the times. They have also added Connected workflow now we are able to connect Two module Review collected by and hosted on G2.com.

There is lots of improvement areas from the point of view from as Marketer we have integration with pagesense but it failed to push the users information like visit info website info, time spent etc from zoho forms to pagesense to zoho crm. Due to this our product manager failed give personalised recommendation to the customers. And there UI/UX is still not beginner friendly like hubspot. This zoho CRM is very advance sometime our Account manager gets confused. And there is no options to delete some sections from the module like social we re not using its unnecessary adding a space on modules and main problem is what we are facing is lack of support from the CRM team, ZOHO One support team on integration issues like Email configuration with Outlook from IMAP or Graph API in our organisation account in all the Licences we are facing a Outlook email Syncs issues some email getting synced some not. No support from Zoho Team. These are the area where they need to improve. I will add more if I faced more issues Review collected by and hosted on G2.com.

Now my Zoho CRM is connected to email as well as wordpress elementor form. Even now i update the lead status and its notes in real time and my team member can review it. Sometimes i use Social feature of the Zoho CRM to post on linkedin, facebook simultaneously. I use this crm twice a day Review collected by and hosted on G2.com.

The report generation is little confusing sometimes as example we want the TAT for the pre-lead to lead, that we cannot automatically calculated. if there is any option which can calculate the days of pre-leads coming in and converting to leads that will be good for us. Review collected by and hosted on G2.com.

Zoho CRM is more helpful for me because we can integrate Zoho Mail and our KYC system, and also track the complete KYC process from within the CRM.it is very easy to use and we can also install its mobile application. we can also create Zoho sheets and implement in Daily tasks. i am using Zoho CRM from last 7 years . Review collected by and hosted on G2.com.

At times, Zoho CRM experiences performance issues due to its drive-based structure, and connecting directly with a support executive can also be challenging Review collected by and hosted on G2.com.

The best is it is affordable and easy to use tool. Anyone with a basic understanding of CRM platform can use it easily. It is a fantastic option for companies looking for flexible, cost effective CRM solution. Its provides various customisation options, automation tools and integrations makes it a great choice for teams of all sizes. It is a scalability features which helps businesses grow whether it is a startup or an established enterprise. Review collected by and hosted on G2.com.

It's advanced features are complex and comes with a steep learning curve. These features are locked behind the higher tier plans but its basic plan offers a great value. Overall it is a great platform to be used. Review collected by and hosted on G2.com.

Its fast and easily accessible. Has all the important sections which can enable you to perform your day to day work easily and more efficiently. Manages all the data related to customer at one place. You can automate the tasks at your ease and its customer support is also very helpful. It also tracks task effectively and helps you to analyze the performance of the account. Review collected by and hosted on G2.com.

I think it is going really well and solving the purpose very well. It can definitely improve a bit by getting more features which can automate things faster. Review collected by and hosted on G2.com.

It is a powerful tool with extensive customisation options. The best part is it is affordable and fits all sort of business whether it is small or large. It is easy to use and comes up with easy integration with other zoho tools. Review collected by and hosted on G2.com.

The reminders that we set only appears as web push notifications because of which i tend to loose it at times. The features are great and overwhelming at times which requires support from help articles. Overall platform is amazing. Review collected by and hosted on G2.com.

Zoho CRM stands out for its robust sales automation capabilities, flexible customization options, and intuitive user interface. It has helped us increase sales by efficiently identifying and nurturing high-quality leads, streamlining both sales and marketing workflows, and supporting informed decision-making with its advanced analytics. Additionally, it has improved our customer satisfaction by providing comprehensive customer histories, which allows us for quicker issue resolution and, as a result, it has contributed to higher retention rates and increased revenue. Review collected by and hosted on G2.com.

Zoho CRM offers a wide range of features, but its interface could benefit from a more modern update, even though it is quite good as it stands. I have noticed some issues, such as occasional lag and slow loading, particularly when working with very large amounts of data or generating complex reports. Review collected by and hosted on G2.com.

Zoho CRM is an absolute powerhouse, offering an incredible suite of tools that has completely transformed our business operations. For any company seeking a comprehensive, scalable, yet remarkably affordable solution, Zoho CRM stands in a class of its own. Its intuitive interface makes user adoption nearly effortless, allowing our team to get up and running with minimal training and downtime, a critical factor for fast-moving businesses.

The platform's true strength lies in its sheer breadth of functionality. From robust sales force automation that tracks leads and deals with unparalleled precision, to insightful marketing campaign management and detailed analytics, it covers every touchpoint of the customer journey. We’ve been particularly impressed with the deep customization options. They have allowed us to tailor workflows, modules, and reports to our specific industry needs—a level of flexibility often reserved for much more expensive, enterprise-level competitors.

Furthermore, the seamless integration with other applications in the vast Zoho ecosystem, like Books and Campaigns, creates a truly unified business operating system. This eliminates data silos and boosts efficiency across every department. The customer support team is consistently responsive and knowledgeable, always ready to assist. For any growing business, Zoho CRM's scalability is a major advantage, ensuring the platform evolves alongside you. It isn't just a tool; it's a strategic asset that delivers exceptional value and provides the clarity needed to foster meaningful customer relationships and drive significant growth. Review collected by and hosted on G2.com.

I only dislike some of the limitations with the way fields can be created. Review collected by and hosted on G2.com.

I definitely like Zoho CRM's integration across its whole ecosystem. Since we use Zoho Mail and other Zoho products, it's really easy to implement Docs CRM. Also, it's mobile-friendly, and I can access a lot of data on mobile. When I'm on a trip, like on a bus with no room for a laptop, it's easy to use Zoho CRM on my mobile phone or tablet. It really helps, and being able to send emails through Zoho CRM is also a huge benefit. Review collected by and hosted on G2.com.

Well, although it has some integrations that are good across the ecosystem, it has a really low number of integrations across other sales tools. So you probably need to use Zapier to connect it. Review collected by and hosted on G2.com.