Optimized for quick response
AR
Administrator in Real Estate
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?
The Good: the software is cheap and competitively priced. While it is not the most feature rich CRM or the best developed, you get a good mix of features for the price. Review collected by and hosted on G2.com.
What do you dislike?
Where do I begin?
There were so many features that were so buggy, I simply could not use them. Macros, Zoho Docs, Custom Field Mapping are just a few of the features that were so buggy, I had to report them to support. And their support is their biggest, biggest problem.
I personally do not care whether their support team is from the US, India or anywhere else in the world. If they are knowledgeable and are easy to communicate with, that is what's important.
In the case of Zoho's support, however, they are lacking. Their lack of English mastery makes it difficult to communicate to them complex problems. And when I finally am able to get my point across, they treat you as is you are dumb, to put it simply. Even after I had told them exact what troubleshooting steps I had taken prior to contacting them, they continued to treat me as I had no clue what was going on.
Most of the time I had contacted them, it was a problem with no easy solution. It was some back-end issue or some coding issue on their part and this conclusion would take over an hour to reach. Frustrating, to say the least, especially when I had told them in the first 5 min of our conversation. Their entry level support have no idea how to fix the issue, so every time they need to 'contact their developers and get back to me with a solution.' Surprise, surprise, not once they did get back to me. And not one of my issues have been fixed.
The worst experience? Today. Their tech support asked for screen share, so I granted it. He then messed around with our settings to the point where he destroyed all of the account #'s we had attached to all of our leads and clients. These account numbers were used for everything. Accounting, follow ups, and so much more. Their tech support has really proven to be incompetent over time. Review collected by and hosted on G2.com.
Zoho CRM Reviews
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Write a ReviewLucia B
Marketing Administrator
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Andrew F
D
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Open Discussions in Zoho CRM
SK
siddharth K.asks
Dave B
Marketing Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Jason S
Director of Operations
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
Jeff B
Managing Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?
Ability to enter in a lot of data into Contact records and create custom fields in CRM. You can also display the data in these custom fields on different screens on the application. You can also set them to be Required fields so the user has to complete the entry of data into the field in order for it to be 'saved'. Review collected by and hosted on G2.com.
What do you dislike?
CRM does not link or communicate in 2 ways easily with outside apps like Zoho Email or GetDrip or Wordpress. Also getting data from one module to transfer automatically into another module is difficult using API keys. Not sure if it has any Zapier compatibility or not. Review collected by and hosted on G2.com.
Stephanie H
Administrator
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?
I like that it has a very simple user interface. It is very clear on how to use it, and makes it a simple, repeatable process to create new modules, leads, etc. Review collected by and hosted on G2.com.
What do you dislike?
I wish there were slightly more customization available natively within the CRM without having to contact their development team. Review collected by and hosted on G2.com.
Larisa M
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?
It helps to give multi-channel customer support via phone, live chat, email and social media. Zoho Crm provides high level automation, it is highly customizable No additional surprising costs. Over 100 third party integrations you can get, including LinkedIn, Zapier, Google, Outlook and more. It gives opportunity of 15-day free trial period and has a free plan for up to 3 users which is great for small businesses. Provides data security, integrity and regulatory compliance. Crm is multilingual featured. It has a holistic calendar management. Within Crm you are able to import / export data. Moreover, Crm help to predict sales feature to assist with data enrichment, email sentiment analysis and more. Review collected by and hosted on G2.com.
What do you dislike?
It is sad that Zoho Crm offers a mobile version only for paid plans. Can be hard for beginners to deal with and tutorials should be developed. It does not provide attendance service. No "import" option from emails or web browser during registration Review collected by and hosted on G2.com.
Louisa D
Head of Global Marketing
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?
Zoho is all in one, it includes so many tools that it is not necessary to look for another one, since from a single system it is possible to manage all the work and interaction of all our clients. Automate sales with campaign management. It's powerful CRM tool that drives the integration of internal chat and email marketing, including synchronization with social networks and calendars and reminders. It is possible to share files and manage all our commercial tasks, which strengthens our sales training and drives our promotional campaigns. To improve our relationship with customers, Zoho provides us with gamification and live chat that helps us day by day to improve the service that we provide to them. Review collected by and hosted on G2.com.
What do you dislike?
Exporting any type of document, including excel sheets,some and complicated. It is cumber needs to be more intuitive, since it can difficult to use, configure and customize on a daily basis. Review collected by and hosted on G2.com.
Robin Y
Immigration Attorney
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?
Zoho has a simple and easy to use interface compared to other software. The platform is in the cloud which means that it does not take up space on servers, only an internet connection is required. It offers mobile accessibility ensuring that we have access to our clients' data at all times. Review collected by and hosted on G2.com.
What do you dislike?
It does not allow access to the platform if we do not have a good internet connection, making productivity within the company a little difficult. The platform lacks languages other than English, this makes it a little difficult for advisors who are not familiar with the language. Review collected by and hosted on G2.com.
Isaiah A
A
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?
Zoho CRM is a great software tool for compiling together the customer leads across the 9 regional offices our company has. It makes it easy for our executive team to not only track the status of those leads, but to compile spreadsheet versions of the leads to be shared with upper management. Review collected by and hosted on G2.com.
What do you dislike?
While the CRM filter settings are impressive, it can be a bit difficult to navigate for new users. Once you learn how to set up filters for custom searching, however, it becomes much easier. Review collected by and hosted on G2.com.
Isha S
Application Development Analyst
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?
It's user friendly and easy to use for emails, support, and communication.
Easy to set up emails for teams and set them accordingly.
Integration with third-party applications like 365 or G-Suite, an advantage for our organization.
Tracking leads and the managing team is easy with Zoho.
The reporting section is pretty user friendly and easy to play around with it. Review collected by and hosted on G2.com.
What do you dislike?
You need to make sure what actually you need as the pricing part is a little tricky.
Need to wait to hear from the customer support team.
Limited custom fields and the search function is not that intuitive.
Would be great if they make the export system easier and user-friendly. Review collected by and hosted on G2.com.
Doly S
Sr. Manager - Sales and Operations
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?
Zoho CRM offers complete solution for CRM and sales-marketing problems. And the best feature is that its all online and completely integrated! There is an Outlook integration plug-in which is really brilliant. It saves so much time and keeps track of contacts so that we don't have to. Running campaigns, monitoring the progress is all made easy. Review collected by and hosted on G2.com.
What do you dislike?
The outlook plug-in, in some cases fails to log in and falsely shows that the credentials given are incorrect. But after reaching out to the Customer care, it was promptly resolved. Review collected by and hosted on G2.com.
Peter P
Senior Principal Software Engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?
One of the main features of Zoho CRM is the ease of integration it has with other software and also the ease of optimization it has with its subdivisions to make the use of Zoho CRM faster and more reliable. It has a fast with potential customer version to any type of account. It has also facilitated an ease of analysis according to the accessibility of read-only data that has each of the registered users on the platform. Review collected by and hosted on G2.com.
What do you dislike?
On certain occasions there is an error when trying to enter login data, customer registration data and any report update data. It is necessary to implement the automatic disconnection of the account if we are some time inactive, Zoho CRM stays connected even if we are not in front of the screen. As a last contra we have the modules listed on the web page, these should present an increase as we are always reaching that upper limit of certain modules. Review collected by and hosted on G2.com.
Sana G
Senior Design and Application Engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?
The user interface is appealing and colorful with various useful dashboards e.g. attendance. The configured reminders are also very useful to alert or inform the user e.g. about calendar leaves or check-in reminder. Review collected by and hosted on G2.com.
What do you dislike?
I am unable to select leaves duration including calendar holidays. If holidays occur in duration during which I apply for leaves, it is unselective and then I need to make two separate leave requests, one before holiday and one after. Review collected by and hosted on G2.com.
Seth W
Owner
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?
The ease of use! I find the CRM to be super easy to use, has the ability to customize to fit my needs, and top notch training and support. Review collected by and hosted on G2.com.
What do you dislike?
Not much to dislike really. If I had to say one thing, it would be the price as it has a load of add ons in which I'd like to see all in one option as opposed to having to add on for things like Document signings, Email integration, etc... Review collected by and hosted on G2.com.
Mark D
REALTOR®
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?
Having the ability to configure this CRM to meet my needs is priceless! The CRM connects easily to all other ZOHO applications. Create your own variables, formulas, the list is endless... Having the ability to brand it as your own. Review collected by and hosted on G2.com.
What do you dislike?
Need more formula fields! I love the formula function and use them up pretty quick. Review collected by and hosted on G2.com.
Ebenezer M
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?
Price, integration and customization makes Zoho CRM a good all-in-one solution for a small business like mine. The free plan allowed me to start and test my business idea without paying a single dime, and I'm really grateful for that. Review collected by and hosted on G2.com.
What do you dislike?
If you and/or your team doesn't speak english, be aware that several key features are available only in english, or not translated. For example, ZIA, the AI assistant, is 3 years old already and not available in Brazilian portuguese to this day.
In the long run, you are going to resent the fact that you are paying the same price as everyone else in the world, but without being able to use all the features. Review collected by and hosted on G2.com.