Jeni J.
JJ
Jeni J.
Software Dev , Ai Agents Builder
Information Technology and Services
Mid-Market (51-1000 emp.)
"Comprehensive CRM with Intuitive UI and Effective Automation"
4.5/5
What do you like best about Zoho CRM Plus?

I like Zoho CRM Plus because it allows me to manage sales pipelines, customer support, email campaigns, and team collaboration from one centralized dashboard. The clean, feature-rich UI and smooth integration with other Zoho apps like Desk, Campaigns, Analytics, and Social make daily workflows much faster. I appreciate its omnichannel communication tools for tracking interactions across email, chat, phone, and social media within a single platform. The platform efficiently combines sales, support, marketing, and analytics into one connected system with a modern and organized interface that's easy to navigate. Its powerful automation features, like workflow rules, lead scoring, and email sequences, reduce repetitive tasks significantly and improve efficiency. I find the automation tools incredibly helpful for streamlining operations, allowing leads to be assigned, follow-up emails sent, and deal stages updated automatically. Also, pricing is competitive compared to enterprise CRM suites. Review collected by and hosted on G2.com.

What do you dislike about Zoho CRM Plus?

While Zoho CRM Plus offers a wide range of features, the platform can sometimes feel overwhelming for new users due to the number of modules and customization options available. Certain sections of the UI can still feel cluttered, especially when managing complex workflows or large datasets. Some advanced automations and integrations require technical setup knowledge, which may create a learning curve for smaller teams without dedicated IT support. Review collected by and hosted on G2.com.

Vishal .
V
Vishal .
Small-Business (50 or fewer emp.)
"Affordable, Feature-Rich, but Needs Faster Support"
4/5
What do you like best about Zoho CRM Plus?

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.

What do you dislike about Zoho CRM Plus?

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.

Akanksha S.
AS
Akanksha S.
Business Development Specialist
Small-Business (50 or fewer emp.)
"Integrated CRM with a 360-Degree Customer View"
4/5
What do you like best about Zoho CRM Plus?

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.

What do you dislike about Zoho CRM Plus?

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.

Jena R.
JR
Jena R.
VP Strategic Account Management & Validations
Small-Business (50 or fewer emp.)
"Highly Customizable CRM That Centralizes Data and Automates Follow-Ups"
5/5
What do you like best about Zoho CRM Plus?

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.

What do you dislike about Zoho CRM Plus?

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.

Kishore P.
KP
Kishore P.
Product consultant
Mid-Market (51-1000 emp.)
"All-in-One CRM Visibility with Automation, Analytics, and AI"
5/5
What do you like best about Zoho CRM Plus?

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.

What do you dislike about Zoho CRM Plus?

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.

Verified User in Human Resources
UH
Verified User in Human Resources
Mid-Market (51-1000 emp.)
"All-in-One Client Management, But Unsubscribe Emails Disrupt Workflow"
3.5/5
What do you like best about Zoho CRM Plus?

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 do you dislike about Zoho CRM Plus?

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.

Pushpalaxmi V.
PV
Pushpalaxmi V.
Assistant Manager - Pre Sales
Mid-Market (51-1000 emp.)
"Streamlined Workflow Monitoring with Easy Setup"
4.5/5
What do you like best about Zoho CRM Plus?

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.

What do you dislike about Zoho CRM Plus?

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.

Pratik M.
PM
Pratik M.
Application Engineer
Small-Business (50 or fewer emp.)
"Centralized Customer Support, Needs UI Improvement"
4/5
What do you like best about Zoho CRM Plus?

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.

What do you dislike about Zoho CRM Plus?

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.

Raj C.
RC
Raj C.
Lead Generation Executive
Marketing and Advertising
Small-Business (50 or fewer emp.)
"Comprehensive CRM with Excellent Automation"
5/5
What do you like best about Zoho CRM Plus?

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.

What do you dislike about Zoho CRM Plus?

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.

Raju S.
RS
Raju S.
Senior Business Analyst
Information Technology and Services
Mid-Market (51-1000 emp.)
"Zoho CRM Plus Easy Tool All in One Place"
5/5
What do you like best about Zoho CRM Plus?

The most I like about Zoho CRM Plus is that it brings everything in one place and keeps thing easy to manage. With the help of RM plus if I want to make a call to my client, I can directly do it through this software by using the details added in the database of the CRM. Review collected by and hosted on G2.com.

What do you dislike about Zoho CRM Plus?

What I dislike about the CRM Plus is that it get stucked sometime and hang while doing the call to the client. So get difficult sometime but rest all things are good. Review collected by and hosted on G2.com.