Zoho CRM Plus best part for me as a Software engineer is the Zoho Ecosystem, rather than separate SaaS subscriptions for helpdesk software, live chat it puts all in one place. Also, I can deploy role-based access controls without a CRUD backend from scratch. Review collected by and hosted on G2.com.

The pain point for me although it covers most of the solution is the setting part where the platform requires navigating up to nine separate configurations which sometimes lead to governance messy. Review collected by and hosted on G2.com.

I have used Zoho CRM Plus for sales and marketing, and it's one of the best CRM systems I've used so far. I find it very helpful for easily managing leads from different platforms like Adwords and organic channels. The follow-up on leads is simple, and it offers a comprehensive 360-degree view of sales and marketing. I like that it is an integrated platform that helps us keep everything under a single roof. I particularly appreciate the 360-degree customer view, which is nice and good for tracking customer journeys and responding accordingly. The initial setup was good, and it didn’t take much time to integrate and customize. Review collected by and hosted on G2.com.

If you want to manage other operations, it's not possible in Zoho CRM Plus; it's only for Sales and Marketing. I think it could benefit from additional features for areas like Inventory, Procurement, and Project Management. Review collected by and hosted on G2.com.

As an Executive Operations & Administrative Coordinator at a small private firm in Fort Worth, what I value most about Zoho CRM Plus is how it brings together multiple tools into one cohesive platform that fits our executive office workflows. We don’t have an in-house IT team, so switching between separate apps for vendor tracking, board member records, contract monitoring and reporting used to create a lot of extra overhead. Zoho CRM Plus lets me handle nearly all of these tasks within a single system, which keeps our admin work streamlined for our leadership group.

The bulk CSV import feature paired with highly configurable custom fields is incredibly useful for my day-to-day work. I created custom fields to track board meeting IDs, contract expiry dates and unique stakeholder reference numbers. When we update our vendor list or refresh board contact information, I can import all the records in bulk instead of manually typing each entry.

A great example was preparing for our annual board review earlier this year. We updated contact records for all board members and added ten new service vendors. I imported all the data from our prepared CSV file, populated our custom fields, and set up automated alerts that notify me and the leadership team when vendor contracts are nearing expiration. Before Zoho, I maintained this information in multiple spreadsheets, and it was easy to miss upcoming renewal deadlines. The automated reminders take that worry away.

I also appreciate the built-in reporting dashboard. I’m responsible for cross-department performance reporting, and I can pull data related to vendor engagements and stakeholder activity directly inside Zoho. I can quickly filter records and generate clean summaries to share with executives, instead of copying and pasting data across different software. I’ve also built simple internal reference guides so our small admin team uses consistent procedures when adding new contacts or logging contract details.

Zoho CRM Plus gives us a centralized hub for all stakeholder and vendor information. It reduces repetitive manual data entry, keeps our contract timelines visible, and makes it much simpler to prepare materials for board meetings and executive reviews. It’s robust enough for our sensitive executive workflows, yet manageable for someone without dedicated IT backup. Review collected by and hosted on G2.com.

My biggest issue is the confusing permission structure. We have a small admin team, plus C-suite leaders and board members who need limited access. I tried to lock down sensitive vendor contracts and stakeholder reference data so only our executive team could edit those fields. But Zoho’s role settings are layered and hard to parse. A few weeks ago, I spent hours adjusting permissions for our junior admin staff. Even after I restricted edit rights, they could still view some confidential contract expiry details. I had to create extra manual rules to remind everyone not to share sensitive records, which adds risk to our stakeholder data.

Bulk CSV imports also have annoying inconsistencies. When I update board member records or add new vendors, I use custom fields for board meeting IDs and stakeholder reference numbers. On one recent import, the basic contact names loaded fine, but half of our custom field values didn’t populate. The system didn’t throw any clear error warnings, so I only caught the missing data after I finished the upload. I had to go row by row and verify every entry, which ate up hours of time right before our quarterly board prep.

The reporting dashboard is another weak spot. I need cross-department performance reports that combine vendor contract status and board engagement data. While basic reports work, filtering multiple custom fields at once gets clunky. The layout options are limited, so I still export the dataset and polish it in Excel before presenting it to leadership. Review collected by and hosted on G2.com.

I appreciate Zoho CRM Plus for its affordability, ease of use, and the depth of features it offers. It's a multifunctional toolset that provides a unified marketing process, making it convenient to work with a large number of functions in one place rather than using several standalone products. The automation tools are excellent, and it links to many other things, providing a significant opportunity for integration with platforms like Zoho Books, Zoho Desk, Google Workspace, and more. This integration aspect is a big win because it saves time and enhances productivity, especially in sales by providing a comprehensive view. The platform is flexible with licensing, allowing for easy scalability. Also, the initial setup, while not the easiest compared to Amazon Linux, was intuitive and manageable, which was very reassuring for my team. Review collected by and hosted on G2.com.

I feel the main drawback of Zoho CRM Plus is its slow support and the occasional server issues. The overall design seems busy and some menus and calendar tools can feel crowded, which could certainly be improved. The mobile offline mode also needs further development to be more effective. Additionally, while the design and insights feature is up to the mark, there's room to dial it up more for a better experience. Review collected by and hosted on G2.com.

What I like most about Zoho CRM is how customizable it is, allowing me to tailor pipelines, fields, and workflows to fit exactly how I manage accounts and sales processes. It also does a great job centralizing customer data, so I can quickly see interactions, deals, and follow-ups in one place without digging through emails or spreadsheets. The automation features help cut down on manual tasks, making it easier to stay organized and respond faster to opportunities. Email alerts for my tasks keep me on top of the opportunity and keep me in touch with the customers Review collected by and hosted on G2.com.

the interface can feel a bit clunky at times, especially when navigating between modules or customizing reports. Some of the more advanced features aren’t very intuitive, which means there’s a learning curve and occasional reliance on support or documentation. It can also take more time than expected to fully configure everything the way you want, particularly when setting up complex workflows or integrations. Review collected by and hosted on G2.com.

Zoho CRM Plus brings sales, marketing, and customer engagement into one ecosystem, which reduces tool switching and keeps everything aligned. The biggest advantage is visibility across the customer journey from lead capture to deal closure and post-sales engagement. Features like automation, analytics, and the AI assistant help reduce manual work and improve follow-ups. It’s especially useful for teams that want structure without investing in multiple expensive tools. Review collected by and hosted on G2.com.

The platform can feel overwhelming at times due to the number of features and configurations available. Initial setup and customization require time, especially if the process is not clearly defined. Some integrations and advanced workflows need technical understanding, which can slow down adoption for non-technical teams. The UI could also be more intuitive in certain areas. Review collected by and hosted on G2.com.

I love that I have everything I would essentially need to properly assist my clients in one place. It is also very easy for my manager to gauge where the team is at both individually and as a whole, quickly so that we are able to make more proactive decisions. Review collected by and hosted on G2.com.

What I dislike most about Zoho CRM Plus is the ability for clients to “unsubscribe “ from zoho emails that are sent from us as the project managers and these emails directly pertain to and are an essential part of our workflow which is most often time sensitive information being both sent and received between my department and our clients. Additionally once a contact unsubscribes from Zoho r

emails we as the service provider and project managers have to chase these client contacts down via phone calls and ask them to search their inbox for an old email communication sent by our department Ana ask the. To resubscribe. It would be helpful if the clients ability to unsubscribe from email communication was driven by a specific account stage which would only be made active when the account was for the most part finalized Review collected by and hosted on G2.com.

I appreciate Zoho CRM Plus for helping me maintain a track record of orders and ensuring a smooth workflow. It makes me stand out in the organization by providing a clear understanding of how a lead flows from the marketing team to pre-sales, then to the sales team, customer support, and finally, the operations team. I find it valuable as I don't need to constantly check the flow to identify bottlenecks; the system enables me to focus my effort on resolving them. The initial setup was very easy for our team. Review collected by and hosted on G2.com.

I do not get the timeline of the changes made by the other department or the same department colleague. It should properly give me a timeline of the specific person who made the change and when they made the changes. Review collected by and hosted on G2.com.

I really like how Zoho CRM Plus solves the common chaos in customer support by centralizing everything. It used to be difficult with scattered communication across emails, calls, and queries, but now, with everything centralized, we don't lose visibility on customer issues anymore. The ticketing system is really helpful in organizing and prioritizing support requests too. It automatically creates, assigns, and escalates tickets when needed, ensuring that nothing slips through the cracks and high-priority customers are handled on time. Another thing I appreciate is the integration with tools like Microsoft Outlook, which helps sync emails directly into the CRM, logging all customer conversations automatically. Zoho has also provided training and support sessions to make the customer management experience smoother by helping us get used to and learn the different apps included with Zoho CRM. Review collected by and hosted on G2.com.

Though the Zoho Desk ticketing system is powerful, sometimes customization can get a bit complex. Creating advanced automation rules or fine-tuning ticket workflow isn't always very intuitive, requiring trial and error or support help. Another area that could be better is performance and UI consistency. Switching between different modules like CRM, Desk, Campaigns, etc., feels slightly disconnected and the interface isn't always uniform across apps. It's not a dealbreaker but it does affect the overall smoothness of the experience. Review collected by and hosted on G2.com.

I use Zoho CRM Plus as an all-in-one platform to manage customer relationships across sales, marketing, and support. It helps me centrally control all customer interactions and provides a complete 360-degree view of every lead and client. I rely on Zoho because of their reputation and the streamlined workflows. I really like how smoothly and seamlessly it brings everything together under one ecosystem, so I don't have to juggle multiple tools for sales, marketing, and customer support anymore. Automation and analytics features, as well as reporting, are great plus points for me. The dashboards are intuitive and provide actionable insights that help me track performance across one platform and make smarter decisions that lead to profits. Review collected by and hosted on G2.com.

One main challenge for me is the learning curve. When I was a beginner to Zoho, I felt this platform was overwhelming because there are too many features and tools to use. For new users, it will be difficult to understand those properly and configure everything smartly. It is a difficult platform for every beginner like us to start with. Review collected by and hosted on G2.com.