Zoho CRM Reviews & Product Details

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.

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 customization options that it provides along with the ease of use of this platform and convenient integration with the other Zoho tools helps a lot in aligning the Marketing & Sales processes. Review collected by and hosted on G2.com.

Not a huge fan of the UI. Feels a bit cluttered & over-whelming at times. Basically, there's a learning curve when it comes to Zoho CRM which requires some time & patience initially to set up customizations and get used to the platform. Review collected by and hosted on G2.com.

I like its centralized communication hub, where I can see all threads with a client in one place. I also like how it’s integrated with other Zoho products, like Zoho Books, to generate and send invoices. We can also use its custom widgets to create specialized UI components and set up webhooks so that our customers are automatically added as a lead in the CRM. Review collected by and hosted on G2.com.

Zoho uses its own scripting language, which I find to be a hindrance. I would much prefer using JavaScript or Python instead. 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.