Zoho CRM Reviews & Product Details

Zoho CRM is one of the more affordable CRM options available. I appreciate its ecosystem of SaaS applications, which integrate seamlessly with one another. I find it especially appealing that it offers a wide range of features at a reasonable price. Additionally, the workflow automation in the CRM allows you to send follow-up emails and reminders, which helps save a significant amount of time on repetitive tasks. Review collected by and hosted on G2.com.

The interface feels somewhat cluttered due to the abundance of tabs and options. Additionally, the user interface for creating email campaigns is not well designed. I have also noticed that emails sent as campaigns do not display properly in Gmail. Review collected by and hosted on G2.com.

Zoho CRM distinguishes itself through its flexibility and extensive customization options. Being able to tailor modules, workflows, and automation to fit specific business needs without requiring significant development work is a significant benefit. Its smooth integration with both other Zoho products and third-party applications helps establish a comprehensive CRM ecosystem. Furthermore, the platform’s reporting and analytics tools offer valuable insights into sales and customer data, supporting more informed decision-making. Review collected by and hosted on G2.com.

Zoho CRM offers a wide range of features, but getting started with the initial setup and configuration can be quite complex and take a significant amount of time, particularly for businesses that have more advanced workflows. Some of the features are not immediately intuitive and come with a learning curve, which can make the user interface feel overwhelming for those who are new to the platform. Furthermore, implementing certain customizations and integrations often demands technical know-how or assistance from a developer to ensure they work properly. Review collected by and hosted on G2.com.

For teams seeking control without enterprise bloat, Zoho CRM is incredibly flexible and affordable. The Zoho ecosystem's integrations are seamless, and the customization options (fields, workflows, automations) are extensive. It's excellent for tracking pipelines, activities, and follow-ups in one location for recruiting or sales operations. When properly set up, reporting is reliable. Review collected by and hosted on G2.com.

The initial setup was confusing and took me almost a week to figure out. The interface has so many options that i kept getting lost trying to find basic features like how to create custom fields or set up automation rules.

Advanced configurations need admin help or technical knowledge. i wanted to customize my pipeline stages and create specific workflows but couldnt figure it out on my own. Had to watch like 15 youtube videos just to understand the basics.

The UI isnt very intuitive. Features are buried in different menus and it takes time to learn where everything is. First few weeks i was constantly clicking around trying to find the reporting section or email templates.

Some features feel over engineered for simple TA needs. Theres so many modules and options that i only use maybe 30% of whats available. For basic candidate tracking the extra complexity makes it harder to navigate.

The mobile app feels clunky compared to desktop. When im at a career fair and want to add candidates quickly, its not the smoothest experience.

That said, once you get past the learning curve and everything is set up properly, these issues fade into the background. Review collected by and hosted on G2.com.

Zoho CRM stands out as a reliable and affordable option, especially for small to mid-sized businesses. Its intuitive interface makes navigation simple, though mastering some of the more advanced features may require a bit more time. The setup process is easy to follow, aided by clear instructions and ready-made templates that help streamline the experience. Zoho CRM is designed for daily use and excels at managing ongoing sales activities and customer relationships. The platform offers a robust suite of features, including automation, analytics, and AI-powered insights, all of which contribute substantial value. Customer support is generally responsive, but the quality of assistance can differ based on your subscription level. Integration with other Zoho products and third-party services is smooth and flexible, making Zoho CRM a versatile solution for diverse business requirements. Review collected by and hosted on G2.com.

We have not experienced any significant problems with Zoho. On the rare occasions when an issue did arise, Zoho resolved it promptly and efficiently in real time. Review collected by and hosted on G2.com.

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.

"What I like most is the Blueprint feature. Unlike other CRMs that just act as a database, Blueprint actually forces our sales team to follow a specific process. For example, a rep cannot move a deal to 'Negotiation' until they have attached a proposal and logged a discovery call. It’s significantly reduced human error and ensures our data is clean for reporting." Review collected by and hosted on G2.com.

"The customer support responsiveness can be inconsistent. While the email support is detailed, getting a live person on the phone for an urgent sync issue sometimes results in being transferred between departments. Also, the mobile app is a bit limited compared to the desktop version—I’d like to see more advanced workflow editing and better 'offline mode' stability for our field reps." Review collected by and hosted on G2.com.

I liked the extensibility of Zoho CRM - it has lots of modules that allow us to manipulate customer data for different purposes. These modules helped us to categorize customers and leads based on contact frequency, and whether they have been marketed to. It also allowed us to sync data from other systems like ZoomInfo to include information we didn't have at hand in their contact record. Review collected by and hosted on G2.com.

Unfortunately, the onboarding process was not very good. We went through several trainers who had difficulty in setting the system up for our needs and there were several delays in going live as we wanted to use the platform. In addition, the system has many modules, but they don't all work together as seamlessly as they are purported to. There is also confusion and duplication of services, for example, there are forms that can be built in Zoho CRM, but also a completely separate (additional subscription cost) Zoho Forms module that we had difficulty deciding between as each had their own pros and cons. We attempted to integrate it with Microsoft 365 for email tracking purposes but it didn't allow us to achieve what we wanted as easily as it should have. 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.