--- title: Zoho CRM Reviews meta_title: 'Zoho CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2947 reviews by the users' company size, role or industry to find out how Zoho CRM works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 2947 scale: '5' date_modified: '2026-08-13' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Zoho CRM Reviews **Vendor:** Zoho **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.1/5.0 **Total Reviews:** 2,947 ## About Zoho CRM Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. ## Zoho CRM Pros & Cons **What users like:** - Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive. (271 reviews) - Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience. (172 reviews) - Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly. (140 reviews) - Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications. (116 reviews) - Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools. (115 reviews) - Helpful (102 reviews) - Customizability (99 reviews) - Customization (95 reviews) - Integration (93 reviews) - Intuitive (91 reviews) **What users dislike:** - Users find the **learning curve challenging** , especially with advanced features that require time to master. (112 reviews) - Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems. (71 reviews) - Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality. (70 reviews) - Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems. (68 reviews) - Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries. (67 reviews) - Users find the **slow loading** times frustrating, impacting their efficiency and overall experience with Zoho CRM. (62 reviews) - Limited Customization (61 reviews) - Slow Performance (59 reviews) - Not User-Friendly (52 reviews) - Poor Interface Design (49 reviews) ## Zoho CRM Reviews ### 1. “From Chaos to Clarity — Zoho CRM Made It Happen” **Rating:** 5.0/5.0 stars **Reviewed by:** Jeevan M. | Manager Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Zoho CRM?** The integration between CRM, Campaigns, and Analytics feels seamless — it’s like having a connected nervous system across departments. **What do you dislike about Zoho CRM?** Occasionally, integrations need manual nudges after a major update — not deal-breaking, just something to monitor. **What problems is Zoho CRM solving and how is that benefiting you?** We replaced multiple siloed systems (sales tracker, marketing sheets, and lead status Excel files) with one living dashboard. ### 2. Effortless to Use with Outstanding Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Priyanka D. | Enterprise Solutions Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2025 **What do you like best about Zoho CRM?** Very easy to use. The integration is the best part **What do you dislike about Zoho CRM?** Nothing wrong with the application. Would love to see more integrations **What problems is Zoho CRM solving and how is that benefiting you?** It is saving a lot of time logging each and every call transcript, as it does by itself with integration. ### 3. Zoho CRM features and review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2024 **What do you like best about Zoho CRM?** It has a user-friendly interface to navigate and manage leads. Allows customization to tailor CRM to specific business needs Has automated workflows and can send mass emails **What do you dislike about Zoho CRM?** The most advanced features require more expensive plans. The platform might be complex for new users to understand. Customer support takes longer to attend calls **What problems is Zoho CRM solving and how is that benefiting you?** Strealinining the sales process that could notify on a particular task All data management at one place Helps track and manage all the leads more effectively Updating deals and sharing them on email feels easier ### 4. SDR **Rating:** 5.0/5.0 stars **Reviewed by:** Layan K. | Business Development Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2025 **What do you like best about Zoho CRM?** the upcoming tasks that reminds me what shall I do today **What do you dislike about Zoho CRM?** nothing, everything is perfect actually. **What problems is Zoho CRM solving and how is that benefiting you?** it's solving the mess, a clear easy and user-friendly experience, upcoming tasks for the day are clear so I know what will my day look like, crm notes are clear too so I know what happened earlier. ### 5. Best CRM ! Even better than Leadsquared **Rating:** 5.0/5.0 stars **Reviewed by:** Kunal K. | Sales Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2025 **What do you like best about Zoho CRM?** UI UX top class - super easy to run and learn **What do you dislike about Zoho CRM?** Nothing much - little expansive though as compared to Apollo **What problems is Zoho CRM solving and how is that benefiting you?** Easy integrations from Kylas Apollo, managing our all leads and deals on Zoho due to ease of view and integrations ### 6. Zoho was a wonderful experience for me that made my small venture projects easier **Rating:** 4.0/5.0 stars **Reviewed by:** Ahsen R. | Research Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Zoho CRM?** I have had a wonderful experience using Zoho while managing my university projects that involved starting a small venture. Zoho allowed me to manage all my sales and marketing activities. It has a great UI which makes it easy to follow and use. **What do you dislike about Zoho CRM?** Zoho can include more analytics to improve the user experience further. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho is particularly useful in the domain of sales and analytics as data driven decision making is the future of businesses and Zoho has helped me in the past while managing sales of my various venture projects. ### 7. Excellent CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Ron F. | FOunder / Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2025 **What do you like best about Zoho CRM?** By far, Zoho has the best mobile app experience of all the many CRMs I have tried. It maintains most of the functionality of the full web app, which is important for me when I am out in the field selling. **What do you dislike about Zoho CRM?** I haven't yet come across a missing feature. If anything, there is a learning curve because of the deep level of customization available. **What problems is Zoho CRM solving and how is that benefiting you?** I need an end to end solution to manage my sales process, track and manage prosect and customer enteractionsand Zoho does it exceptionally well ### 8. Helps me manage everything in the vertical I work **Rating:** 5.0/5.0 stars **Reviewed by:** Yajnesh A. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2025 **What do you like best about Zoho CRM?** Zoho CRM offers a vast array of features covering sales, marketing, and customer service. This includes lead and contact management, deal tracking, sales automation, marketing automation, customer support, and robust reporting. Businesses appreciate having so much functionality integrated into a single platform, reducing the need for multiple, disparate tools. **What do you dislike about Zoho CRM?** At times, the user interface can feel a bit cluttered or less streamlined than it could be. When I process visual information (like screenshots or descriptions of the UI), a dense interface makes it harder for me to identify key elements and their relationships quickly. This directly impacts my ability to provide immediate, precise answers about specific functionalities. **What problems is Zoho CRM solving and how is that benefiting you?** 1. Lead status 2. Account Management 3. Operations Management ### 9. Maximizing sales with Zoho CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Zoho CRM?** Zoho CRM is one of the best Indian CRM systems, with all the comprehensive features and ease of use. It's easy to create leads in the system, one can monitor all kind of details and track them. Zoho CRM also offers analytics to show a graphical presentation of the details captured at the deal level or lead level. One can study the performance from the technical charts and make necessary decisions. We have also integrated this with hubspot sales hub for smooth flow of leads. **What do you dislike about Zoho CRM?** Sometimes, the customer support team seems less trained and cannot understand the query in detail. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM is a tool to monitor all your Sales team and inside sales team performance at one place. For any organisation its essential to store all kind of leads at one place, bifercate these leads into different categories like lead lost, future reach out, not product fit or many more. Zoho CRM not only helps in doing it but also help in running email campaign for right fit leads to nurture to boost sales. We are here also able to track all sales numbers, month on month basis or quarter on quarter basis and understand which source of leads is giving more business like is it networking, is it referral or is it inbound. This all is only able to possible with the help of ZOHO CRM and its integration with hubspot sales hub. ### 10. Best CRM and i use this since 2019 **Rating:** 4.5/5.0 stars **Reviewed by:** UMAIR S. | Web Developer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Zoho CRM?** Almost everything all the services!! Specially The Analytics **What do you dislike about Zoho CRM?** TBH Nothing Because it is budget friendly if you know how to use this software **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM Solving the Website analytics problem also i purchase the zoho one and that handle my all social accounts my projects and booking url and many more like i get 45 softwares in zoho one ### 11. The simplest yet feature rich CRM avaialble **Rating:** 5.0/5.0 stars **Reviewed by:** Shoaib K. | Business Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Zoho CRM?** Zoho CRM lets you track leads, contacts, and deals in one place for better organisation and follow-up. **What do you dislike about Zoho CRM?** The customer support team can be slow at times. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM solves the problem of managing customer relationships, sales pipelines, and followups manually by centralising all customer data and automating repetitive tasks. ### 12. Best CRM for all sales and marketing automation **Rating:** 5.0/5.0 stars **Reviewed by:** Kishore P. | Product consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2025 **What do you like best about Zoho CRM?** We can Customize each and every field and create automation without using any code. Best thing I would say reporting and Lead modules and also we can create a new module as per our business requirement. **What do you dislike about Zoho CRM?** Im using mac 2020. sometime I feel some lag in the platform. If we add bulk leads via csv or excel it will reflect lately. **What problems is Zoho CRM solving and how is that benefiting you?** We can capture those leads and align accordingly We also CRM plus user. So we have additional application in bundle Overall all were great. ### 13. Best App for Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Manu M. | Senior BD Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Zoho CRM?** The best thing about Zoho CRM I like is the Task reminder. This really helps in reminding the follow ups. **What do you dislike about Zoho CRM?** I find all the features helpful. I couldn’t find anything to dislike. **What problems is Zoho CRM solving and how is that benefiting you?** Daily follow up is very Important thing which we need do as a sales person. Zoho helps to keep track of that. ### 14. Zoho **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2025 **What do you like best about Zoho CRM?** Zoho is basically a user friendly CRM with in-depth function needed by large enterprises. The onboarding process is very easy to start the platform effectively. Its just hassle free. **What do you dislike about Zoho CRM?** Free and budget version do not offer .Tools integration are bit limited **What problems is Zoho CRM solving and how is that benefiting you?** Sending bulk emails and with BCC option ### 15. Amazing CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Ron F. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2025 **What do you like best about Zoho CRM?** One of the things that really separates Zoho from many of the other CRMs out there is the functionality of the mobile app. It is heads and shoulders above many other CRMs in terms of how much functionality as far as data access, search options, views, etc. are available in the mobile app. This makes the app much more useful, especially for a mobile salesforce. It's also extremely customizable. **What do you dislike about Zoho CRM?** Because of the breath and depth of the customization options, there can be a substantial learning curve to really get the most out of it. **What problems is Zoho CRM solving and how is that benefiting you?** Need an end-to-end CRM to manage my sales process, and Zoho has done the best so far of many CRMs I have tried ### 16. Best Customer Lead Generation **Rating:** 5.0/5.0 stars **Reviewed by:** gabby c. | Free Lancer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Zoho CRM?** Easy to used and a user friendly interface. **What do you dislike about Zoho CRM?** Nothing as I still exploring the software. **What problems is Zoho CRM solving and how is that benefiting you?** Easy to make quotation and sending. ### 17. Simple Yet Powerful CRM for Growing Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2025 **What do you like best about Zoho CRM?** Zoho CRM stands out for its clean interface, customizable modules, and automation features that save tons of manual effort. The lead management and workflow automation tools are especially handy for scaling outreach without losing personalization. Plus, its integration with other Zoho apps and third-party tools makes it a great central hub for sales and marketing. **What do you dislike about Zoho CRM?** The initial setup can feel overwhelming due to the sheer number of features and customization options. Some advanced functions (like reports and analytics) aren’t very intuitive and may require a learning curve or support assistance **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM helps bring structure to the chaos of managing leads, follow-ups, and client communication. Before using it, things would slip through the cracks — missed calls, forgotten emails, and scattered data across spreadsheets. Now, everything’s in one place. It reminds me when to follow up, shows me exactly where each lead stands, and gives my team a clear view of the sales pipeline. It’s like having a quiet assistant in the background keeping things on track so we can focus on actual conversations, not just chasing updates. ### 18. Free and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Tramas e Franjas T. | Analista, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2025 **What do you like best about Zoho CRM?** The platform is very intuitive and easy to use and implement. I really liked it because it divides the sales funnel into stages and allows you to move the lead to the stage they are in without complication. You can also register your client portfolio and estimate revenue based on sales or products sold. The program is free, which greatly helps freelancers with sales and client management. **What do you dislike about Zoho CRM?** I know it's for security reasons, but most of the time when you log in, you need to confirm the code sent by email or to the registered phone. Regarding the design, there could be more options to change the colors, as there is only the green option of the platform. The tip emails are received in English, they could be in the registered language. **What problems is Zoho CRM solving and how is that benefiting you?** Organize my client list and at what stage of sales they are ### 19. 360° Customer View Makes Access Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Sachin S. | Sales and marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2025 **What do you like best about Zoho CRM?** 360 Customer View and easy to access as required **What do you dislike about Zoho CRM?** its best but its hard to setup once its setup later its easy step **What problems is Zoho CRM solving and how is that benefiting you?** keep the customer data and using the analytic gives the best ### 20. Zoho Is a good CRM. Solid tool that does everything you would need it to. **Rating:** 4.0/5.0 stars **Reviewed by:** Fernon D. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Zoho CRM?** I like how its easy to use. It is a good way to maintain and view customer accounts and manage a pipeline. **What do you dislike about Zoho CRM?** It is not the most intuitive/I had a steep learning curve coming from a different platform. **What problems is Zoho CRM solving and how is that benefiting you?** It enables me to create and manage customer engagements as well as monitor my pipeline and forecast. ### 21. A versatile tool with room for improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Javier R. | Cloud Sales Specialist☁️, Small-Business (50 or fewer emp.) **Reviewed Date:** December 24, 2024 **What do you like best about Zoho CRM?** Zoho CRM stands out for its intuitive interface and the ability to customize workflows. Integration with other tools in the Zoho ecosystem facilitates centralized data management and automation of repetitive tasks, which saves time and improves efficiency in our daily operations. In addition, the analytics module is very complete and useful for decision making. **What do you dislike about Zoho CRM?** Although it is a powerful tool, some advanced integrations with external platforms can be complicated to set up. In addition, certain functions require additional subscriptions, which can increase the cost for small teams. Finally, system loading speed could be optimized, especially when working with large databases, and the system may be slower to load. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM has allowed us to centralize all our customer data in one place, facilitating the tracking of interactions, sales and marketing campaigns. This has significantly improved coordination between teams and reduced errors by having a unified view of information.In addition, the automations have saved us time by taking care of repetitive tasks such as sending reminders or follow-ups. ### 22. Easy to mark attendance **Rating:** 5.0/5.0 stars **Reviewed by:** Umme H. | Sales executive, Enterprise (> 1000 emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Zoho CRM?** Easy to mark attendance Easy to have a chat with HR Frequency of use **What do you dislike about Zoho CRM?** Nothing as such it it is easy and freindly interface to use **What problems is Zoho CRM solving and how is that benefiting you?** Able to manage attendance and easy interaction with HR by the application which is very benefit for the employees , Easy interaction ### 23. Solid Free CRM with Useful Features **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea P. | Senior CE Operations Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** July 10, 2025 **What do you like best about Zoho CRM?** I like how Zoho CRM helps me stay organized with lead tracking, follow-ups, and automated workflows. The customization options and integration with other Zoho apps are also really helpful. **What do you dislike about Zoho CRM?** The interface can be a bit overwhelming at first, and it takes time to learn. Some useful features are only available in the paid plans. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM helps me stay on top of leads and follow-ups, so I don’t miss out on potential clients. It also saves me time with automation, making my workflow more efficient and organized. ### 24. Seamless Integration That Delivers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Zoho CRM?** Integration. This links with our other systems really well and also love the automations. **What do you dislike about Zoho CRM?** Took us a while to set up the automations. **What problems is Zoho CRM solving and how is that benefiting you?** Automations! ### 25. Best platform for customer relationship **Rating:** 4.0/5.0 stars **Reviewed by:** Swati K. | Client Services Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2025 **What do you like best about Zoho CRM?** It is very customizable as per Industry requirement. It is very affordable. It's AI assistant is very helpful. Quick implementation and string customer service.. It's real time dashboard and reports are also very useful. **What do you dislike about Zoho CRM?** It's free version can be used for limited things only. It can not integrated with 3rd party applications. Initial implementation is difficult. **What problems is Zoho CRM solving and how is that benefiting you?** It helps to centralised all leads and data at 1platform which helps in closing leads on timely basis and avoid repeatative task. Real time dashboard improves communication with customers. Integrates with whatsapp, chat etc so all communication are at one place ### 26. Fantastic product **Rating:** 4.5/5.0 stars **Reviewed by:** Aditya Y. | Sr. QA, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2025 **What do you like best about Zoho CRM?** It is very easy to use and the integration is also very good. Used for customer support by raising tickets with an ease of implementation **What do you dislike about Zoho CRM?** During my use I don't find any dislikes about this product as I found it very useful for managing product tickets. **What problems is Zoho CRM solving and how is that benefiting you?** Easy to create ticket which customer emails and is automatically created in the platform and customer journey is captured ### 27. Comprehensive Marketing Support & AI Predictions Highlight Zoho CRM Capabilities **Rating:** 4.5/5.0 stars **Reviewed by:** Vishal G. | General Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 24, 2025 **What do you like best about Zoho CRM?** It provides in-depth customization & significant flexibility, making it efficient to address tailored customer requests & marketing support. **What do you dislike about Zoho CRM?** The mobile app is non user-friendly. For now, only able to think this reason as dislike. **What problems is Zoho CRM solving and how is that benefiting you?** The business problem is "In-efficient sales processes" & "lack of visibility" into customer interactions. By centralizing data, automating tasks & providing real-time analytics, it helps users save time, improve follow-ups & make data-driven decisions, ultimately boosting productivity and sales performance. ### 28. Frictionless CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Ganesh G. | Senior Software Engineer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2024 **What do you like best about Zoho CRM?** Zoho is one of the nicest, most designed, and frictionless CRMs I have ever used. Its user interface is catchy and attractive, and its intuitive UI arrangement makes it well-suited for everyone's use. **What do you dislike about Zoho CRM?** The registration process was time-consuming. It took me hours to signup, for some reason I was not receiving a time password, even though everything on my side was in order. **What problems is Zoho CRM solving and how is that benefiting you?** We map our customers' requests to the corresponding vendors. This requires a lot of back-and-forth communication between customers and vendors. Keeping tabs on every communication can become messy and can go out of sync pretty much at any time. Zoho CRM helps us maintain the sync. The Kanban board is our go-to solution. A simple and intuitive user interface helps us team members maintain the pace. A 15-minute walkthrough of the process and newly assigned members were as good as old ones. ### 29. Great CRM Solution for SMEs **Rating:** 5.0/5.0 stars **Reviewed by:** CJ Best I. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Zoho CRM?** the flexibility to use which features you like best. It allows us to slowly walk new users through the system instead of dumping complete automations on them when they are not yet comfortable using a crm. **What do you dislike about Zoho CRM?** add on services are not offered in packages, i would like to be able to choose which add on services i prefer to use and purchase as a tailored package. **What problems is Zoho CRM solving and how is that benefiting you?** lead tracking and crm management ### 30. Easily accessible and user friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Mishaal I. | Operational manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about Zoho CRM?** I do not have to worry about generating reports of any kind when using zoho. **What do you dislike about Zoho CRM?** There's not much that i don't like about zoho. **What problems is Zoho CRM solving and how is that benefiting you?** It's providing ease in keeping the track of sales and leads. ### 31. Good All Around CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2025 **What do you like best about Zoho CRM?** Easy to Use and relatively intuitive to work with **What do you dislike about Zoho CRM?** Sometimes finding features can be confusing **What problems is Zoho CRM solving and how is that benefiting you?** Organizing Leads, Mass Emails and Executive Reporting ### 32. Best Tool to manage the daily activity for any company **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Zoho CRM?** Easy to use, supportive customer support, free to use for less than 5 people and and pricing is also good when we increase the employee size. **What do you dislike about Zoho CRM?** There is nothing to dislike about any Zoho product. I have many Zoho products, all good and user-friendly. **What problems is Zoho CRM solving and how is that benefiting you?** Automate my manual data management of my employees' management, like their leave tracker, ### 33. Definitely th BEST CRM on the Market, Fast Extensible and with the best c-commerce ecosystem **Rating:** 4.5/5.0 stars **Reviewed by:** Paul L. | CEO & Technical, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2025 **What do you like best about Zoho CRM?** Zoho CRM is Fast has alot of integrations and with vast array of features yet it's cost effective. **What do you dislike about Zoho CRM?** More advanced integrations require partner support. **What problems is Zoho CRM solving and how is that benefiting you?** It has totally improved the workflow for our customers, cut support times and sped up onboarding ### 34. Working with Zoho CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Sohel T. | Business Development Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2025 **What do you like best about Zoho CRM?** I like the simplicity of the use of it. Loved every module and how can do my day to day work **What do you dislike about Zoho CRM?** I dislike the UI/UX and few of the dashboards view. **What problems is Zoho CRM solving and how is that benefiting you?** We are managing our leads and customer data. We also use do email our leads from CRM. It solves great problem to manage the leads ### 35. good **Rating:** 4.0/5.0 stars **Reviewed by:** Imran K. | Travel Sales and Flight Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about Zoho CRM?** It is new and has multi-functional and very easy to use **What do you dislike about Zoho CRM?** yet to find the shortcomings but so far it is so good **What problems is Zoho CRM solving and how is that benefiting you?** it is more formal than other sites ### 36. Basic but useful **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2021 **What do you like best about Zoho CRM?** Still vey affordable but not as robust as I'd like. **What do you dislike about Zoho CRM?** Not a whole lot of bells and whistles, but this probably contributes to ease of use. **What problems is Zoho CRM solving and how is that benefiting you?** Able to maintain contact easily with clients. ### 37. good CRM platform **Rating:** 5.0/5.0 stars **Reviewed by:** Kristhian | A. | Vendedor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Zoho CRM?** its ease in searching and filtering potential clients, in addition to that, it lets you send emails easily **What do you dislike about Zoho CRM?** suddenly that sometimes some things are a bit complex **What problems is Zoho CRM solving and how is that benefiting you?** it is practical to enhance your clients and manage companies better ### 38. All-Inclusive CRM with drawbacks **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Zoho CRM?** I've evaluated multiple CRM solutions for our small med-tech subsidiary and selected Zoho based on it's modularity and customization features. From all available versions, we are now using the CRMPlus package. The CRM is either cloud based as a desktop solution or accessible via the app. The customer support is timely and helpful. It is pertinent to have a very clear view of the process you want the CRM to handle. **What do you dislike about Zoho CRM?** There are so many features and programming options, that the implementation proved to be a challenge. Without the assistance of a partner company, I would not have been able to get the system up and running as intended. Those additional costs can be excessive, in our case well beyond the planned US$20k and we still have issues. Most notable the integration of a marketplace add-on from Microsoft to synch MS Exchange e-mails into the CRM, a most basic requirement which seems to be technically challenging on the back-end of the application as tech support at ZoHo continues to work on the issue. **What problems is Zoho CRM solving and how is that benefiting you?** We distribute equipment and materials used with the equipment. A lead usually requires a quotation, eventually asks for a in-person and on-site demonstration and then makes the purchase. We defined the sales process and asked for a script to depict the path. We required a customized quoting template with fields for state and local taxes and rebates or discounts as a percentage which proved a time consuming task. The "out of the box" features of ZoHo are the hook to get you to use the system. I am sure it can deliver, the question is just how difficult it is to get it customized to your business. As an example, using multiple currencies require programming and scripts i was unable to handle myself. Although we have a better handle to collect our customers data, to get the CRM to a point where it really provides insights (sales funnel, ai enriched data for sales ect) we are still far off. With more and more add-on modules, the suite is getting very complex and is more of an enterprise, rather than small business solution. ### 39. Centralize all the information about clients, which improves coordination and tracking. **Rating:** 4.0/5.0 stars **Reviewed by:** Rocio D. | Cloud Sales Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 24, 2024 **What do you like best about Zoho CRM?** Intuitive interface, ideal for users with little experience in CRM software. Highly customizable to adapt to your business needs (fields, modules, views, workflows, etc.) Automate repetitive tasks like emails, lead assignment, and follow-ups. Powerful tools for creating workflows and automation rules. **What do you dislike about Zoho CRM?** Although it is intuitive for basic functions, advanced configurations (such as complex workflows or integrations) can be difficult for users without technical experience. Some users need technical support or external consultants to fully customize the tool. **What problems is Zoho CRM solving and how is that benefiting you?** The problems in Zoho CRM are often related to its learning curve, technical limitations, or dependencies on the Zoho ecosystem. However, these same problems can be opportunities for improvement and differentiation for those who understand them well. ### 40. A Powerful and easy to use CRM solution **Rating:** 5.0/5.0 stars **Reviewed by:** Anika S. | Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Zoho CRM?** Zoho CRM is easy to use, Customizable and perfect for managing leads, sales and customer interactions in one place. **What do you dislike about Zoho CRM?** Nothing major but wish if UI could be modern for Iook and feel **What problems is Zoho CRM solving and how is that benefiting you?** It helps us organize leads, automate follow up and track sales progress in one place. It reduces manual work improves productivity and helps close deals faster. ### 41. Powerful CRM with few lags **Rating:** 3.0/5.0 stars **Reviewed by:** ajaykumarreddy k. | Director of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2025 **What do you like best about Zoho CRM?** Multiple apps combined at one place ZOHO One **What do you dislike about Zoho CRM?** Short comings in terms of reports and too many limitations **What problems is Zoho CRM solving and how is that benefiting you?** Lead Management, currently we are using the Zoho One which comes with CRM. ### 42. work experince with zoho one **Rating:** 5.0/5.0 stars **Reviewed by:** arpit k. | technical account manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2025 **What do you like best about Zoho CRM?** we are using all zoho plan for last 2 year and zoho one is best for our managing task and assign task to our suboordinates and it is also best for CRM of our company and it gave us all things only on one click like we nee dto open zoho sheet so we can manage from zoho one easily **What do you dislike about Zoho CRM?** sometimes its slow or buffering on single click which is not good **What problems is Zoho CRM solving and how is that benefiting you?** manage our all zoho work only at one place and if we have to assign task to our junior ,so we can easily assign from zohoone ,hseets are there crm are there ,etc ### 43. CRM & Sales Funnel **Rating:** 4.0/5.0 stars **Reviewed by:** Amit . | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2025 **What do you like best about Zoho CRM?** Email campaigns are the most liked feature in zoho and Demo feature to show the demo for your interested customers. **What do you dislike about Zoho CRM?** According to the price the contact limit was only 7.5k which was very less ac compared to other platform crm. **What problems is Zoho CRM solving and how is that benefiting you?** To builf custome pipeline for our saas platform ### 44. All/Most of what you need in one integrated system **Rating:** 4.5/5.0 stars **Reviewed by:** Susan D. | CIO (Chief Idea/Implentation Officer), Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Zoho CRM?** I like that Zoho One provides a myriad of software tools that replaces many of the tools I was paying for. And the Zoho One subscription is significantly less than the sum of the others. It's My CRM (replacing HubSpot); form/survey gen (replacing JotForm); campaign manager (replacing MailChimp); mailbox (replacing Outlook), an invoicing system (replacing Freshbooks), an electronic signature system (which I didn't have before) and recently found its social media hub (replacing Promo Republic). Seems like when I have a need, I simply check to see if Zoho One has it covered and more often than not, the answer is YES!! Plus the tools are integrated with each other so no need for Zapier. **What do you dislike about Zoho CRM?** It seems each tool has its own support team and tracking down an answer has been challenging. Sometimes there's chat support, sometimes not. Would like to have some consistency here. **What problems is Zoho CRM solving and how is that benefiting you?** Saves me money because I don't have to subscribe to other software and don't have to worry about integration because it is all built in. ### 45. Zoho is the future **Rating:** 5.0/5.0 stars **Reviewed by:** Maynard O. | Systems Developer (Full Stack), Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2025 **What do you like best about Zoho CRM?** Its very dynamic, You can build your own module and flow very easily. Customer Support is very easy to approach, the implementation is very straight to the point and the integration is the best of both world. And also the how frequent you can use it. Very easy, plus there are still a lot of feature needed to explore. **What do you dislike about Zoho CRM?** Nothing that i think of , but maybe in the future **What problems is Zoho CRM solving and how is that benefiting you?** How it organize my leads ### 46. I am very happy to use this CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Shahryar k. | Medical Biller, Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2025 **What do you like best about Zoho CRM?** Currently i am using chart chase module on zoho and its very helpfull especially you can add automatically code from back end they populate easily whenever you done the measure **What do you dislike about Zoho CRM?** The DOS format we are not able to change into CRM format is very okd you need to give flexibility to your users **What problems is Zoho CRM solving and how is that benefiting you?** Get my data save automatically ### 47. Best CRM in the Market **Rating:** 5.0/5.0 stars **Reviewed by:** Priyojeet K. | Senior Business Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Zoho CRM?** Very easy to use and a one-stop application for sales, Marketing, Business Follow-ups, Advertising, Bulk email campaigns, Invoicing etc. **What do you dislike about Zoho CRM?** The pricing is a bit high cpmapred to other CRMs. **What problems is Zoho CRM solving and how is that benefiting you?** It is a One-stop application for entire Business. One can do Invoicing, track customer purchasing behavior, create campaigns accordingly and pitch as per the market scenario. It provides an entire insights of how a product or service is performing in the market as well as the areas of improvement. ### 48. Efficient Sales Tracking and Automation Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2025 **What do you like best about Zoho CRM?** Quick access to insights through easy-to-use dashboards and filters—very helpful for daily monitoring **What do you dislike about Zoho CRM?** It only allows basic filtering, so the data analysis is quite limited **What problems is Zoho CRM solving and how is that benefiting you?** It helps us track leads and manage customer data in one place, making our sales process more organized and reducing time spent on manual tasks ### 49. Zoho CRM ease to use **Rating:** 4.0/5.0 stars **Reviewed by:** Himanshu B. | Regional Head, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2025 **What do you like best about Zoho CRM?** Its very simple in all the interfaces and no complex or unnecessary fields **What do you dislike about Zoho CRM?** As such nothing that has been a pain point **What problems is Zoho CRM solving and how is that benefiting you?** We use Zoho crm for sales lead and account management ### 50. Great integrations, outdated UI **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Zoho CRM?** It integrates flawlessly with almost everything else on our stack **What do you dislike about Zoho CRM?** not intuitive menus to cnstruct cadences and other important features, no speeddialer,need of external sfotware to dial or email wich other products in the market already offer **What problems is Zoho CRM solving and how is that benefiting you?** Gathering a database to effectively target and track everystep of the pipeline ## Zoho CRM Discussions - [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [When is Zoho going to make an update in their visual environment?](https://www.g2.com/discussions/26596-when-is-zoho-going-to-make-an-update-in-their-visual-environment) - 2 comments, 2 upvotes - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote - [View Zoho CRM pricing details and edition comparison](https://www.g2.com/products/zoho-crm/reviews?page=6&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+11%3A34%3A57+-0500&secure%5Bsession_id%5D=4873dfcc-9582-4606-a5d0-941b81067c21&secure%5Btoken%5D=4413184d013b36260ff919ca48ff7e765fe70975a1f2cd121e4eacbcdbc11683&format=llm_user) ## Zoho CRM Integrations - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [AWS Lambda](https://www.g2.com/products/aws-lambda/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [Clay](https://www.g2.com/products/clay-com-clay/reviews) - [CloudTalk](https://www.g2.com/products/cloudtalk/reviews) - [CRM Assistant for Gmail™](https://www.g2.com/products/crm-assistant-for-gmail/reviews) - [Dripify](https://www.g2.com/products/dripify/reviews) - [Facebook](https://www.g2.com/products/facebook/reviews) - [Facebook for Business](https://www.g2.com/products/facebook-for-business/reviews) - [GitHub](https://www.g2.com/products/github/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Ads](https://www.g2.com/products/google-ads/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Calendar for Confluence](https://www.g2.com/products/google-calendar-for-confluence/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - [HubSpotGA4](https://www.g2.com/products/hubspotga4/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [JustCall](https://www.g2.com/products/saas-labs-justcall/reviews) - [KrispCall](https://www.g2.com/products/krispcall/reviews) - [Kylas Sales CRM](https://www.g2.com/products/kylas-sales-crm/reviews) - [ManageEngine Endpoint Central](https://www.g2.com/products/manageengine-endpoint-central/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Seamless (formally Seamless.AI)](https://www.g2.com/products/seamless-formally-seamless-ai/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Spendesk](https://www.g2.com/products/spendesk/reviews) - [Valyx](https://www.g2.com/products/valyx/reviews) - [Wati](https://www.g2.com/products/wati/reviews) - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho Books](https://www.g2.com/products/zoho-books/reviews) - [Zoho Campaigns](https://www.g2.com/products/zoho-campaigns/reviews) - [Zoho Cliq](https://www.g2.com/products/zoho-cliq/reviews) - [Zoho Desk](https://www.g2.com/products/zoho-desk/reviews) - [Zoho Expense](https://www.g2.com/products/zoho-expense/reviews) - [Zoho Forms](https://www.g2.com/products/zoho-forms/reviews) - [Zoho Mail](https://www.g2.com/products/zoho-mail/reviews) - [Zoho Marketing Automation](https://www.g2.com/products/zoho-marketing-automation/reviews) - [Zoho SalesIQ](https://www.g2.com/products/zoho-salesiq/reviews) - [Zoho Social](https://www.g2.com/products/zoho-social/reviews) - [Zoho Survey](https://www.g2.com/products/zoho-survey/reviews) - [ZoomInfo DaaS](https://www.g2.com/products/zoominfo-daas/reviews) ## Zoho CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Configuration - cpq** - Configuration Rules - Price Configuration - Visual Configuration **Competition** - Competition Templates - Custom Competitions - Team Competitions - Simultaneous Competitions - Competition Adjustments - Awards and Incentives **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Customer Requirements** - Quoting - Configuration - Pricing **Platform Basics** - Customizable Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics - Predictive Analytics - Behavioral Analytics - Campaign Analytics - Website Analytics - Visual Analytics **Content** - Document Collaboration - Versioning - E-Signature - File Request - Feedback **Lead Monitoring** - Features - Performance - Identification - Lead Capture **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making - AI/Machine Learning - Social Media Integration - Third-Party Integrations **Agentic AI - Lead Capture** - Cross-system Integration - Proactive Assistance **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Agentic AI - Sales Enablement** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Relationship Management - Insurance CRM** - Renewal Management - Client Communication Tools - Lead Tracking - Contact Management - Winbacks - Communication History - Activity Management - Reputation Management - Template Management - Interaction Tracking - Activity Tracking - Lead Management - Task Management - Email Management - Sales Pipeline Management - Workflow Management - Insurance Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Content Management** - Content Import - Content Creation - Templates - Advanced Search - Content Library - Email Management - Customizable Templates **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Analytics** - Open Rates - Link Activity - Attachment Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Contracts** - Creation - Negotiation - Execution **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application - Engagement Tracking **Data Capture** - Mobile - Websites - Social Media - Data **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Agentic AI - Sales Gamification** - Autonomous Task Execution **Follow up Automation - Insurance CRM** - Automated Follow-Ups - Marketing Campaigns **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop **Additional Functionality** - Multi-Channel Marketing - Map Creation - Email Marketing - Single Sign On - Performance Metrics - Customer Database - API - Activity Dashboard - Data Linking - Whiteboard - Drag & Drop - Data Visualization - Collaboration Tools - Brainstorming - Conversion Tracking - Workflow Management - Activity Tracking - Behavior Tracking - Personalization - Customizable Reports - Customer Journey Mapping - Customer Profiles - AI Copilot - Third-Party Integrations - Real-Time Notifications - Tagging - Audience Targeting - CRM - Surveys & Feedback - Data Import/Export - Reporting & Statistics - Communication Management - Attribution Modeling - Action Management - Map Sharing - Engagement Tracking - Customizable Branding - Generative AI - Customer Touchpoints - Customer Experience Management - Diagramming - Campaign Management - A/B Testing - Storyboarding - Customer Segmentation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Integrations** - CRM Integration - Social Collaboration Integration - TV Streaming **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Analytics** - Reporting - Alerts - Account-Based Engagement - Content Utilization - Prioritization **Discovery** - Lead Management - Scoring/Ranking - Lead Context - Pipeline Management - Workflow Management - Opportunity Management - Task Management - Contact Management - Calendar Management - Email Management - Campaign Management **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Performance Analysis** - Peformance Tracking - Email Tracking - Call Tracking **Revenue** - Invoicing - Matching - Recognition **Analytics** - Export/Import - Reporting **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Generative AI** - AI Text Generation - Generative AI **Document Management - Insurance CRM** - Documentation handling **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Platform** - Reporting - User, Role, and Access Management - Enterprise Scalability - Data Import & Export Tools - Performance and Reliability **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Management** - Conversion Viability - Workflow **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Customization** - Web Forms - Personalization - Templates - Integration - Social Media Integration - Customizable Forms - Customizable Templates **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Integrations & Reports - Insurance CRM** - Integrations - Reporting & Analytics **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Additional Functionality** - Lead Segmentation - Conversion Tracking - Activity Dashboard - A/B Testing - AI Copilot - Pipeline Management - Drag & Drop - Reporting & Statistics - Multi-Campaign - Prospecting Tools - Customizable Fields - Lead Distribution - Event Triggered Actions - Engagement Tracking - Generative AI - Chat/Messaging - CRM - Email Marketing - Template Management - Lead Nurturing - Customizable Branding - Contact Management - Contact Database - Email Management - Real-Time Notifications - Customer Segmentation - Surveys & Feedback - Campaign Management - Activity Tracking - Alerts/Notifications - Data Extraction - Lead Notifications - Reporting/Analytics - Dashboard - Business Card/Badge Scanning - Lead Generation - Customer Database - Autoresponders - Lead Qualification - API - Forms Management - Visitor Tracking - Lead Management - Campaign Analytics - Search/Filter - Campaign Planning - Lead Scoring - Email Tracking - Drip Campaigns - Campaign Segmentation - Lead Verification/Validation - Source Tracking - Calendar Management - Reminders - Interaction Tracking - Opportunity Management - Sales Reports - Document Storage - Sales Trend Analysis - Monitoring - For Sales Teams/Organizations - Sales Forecasting - Workflow Management - Task Management **Additional Functionality** - Sales Reports - Customer Database - Email Templates - Alerts/Notifications - Mobile Access - Calendar/Reminder System - Task Scheduling - API - Access Controls/Permissions - Activity Dashboard - Data Import/Export - Customizable Reports - Forecasting - Generative AI - Marketing Automation - For Insurance Industry - AI Copilot - Quotes/Estimates - Lead Capture **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Platform** - Data Synchronization - Analysis - Sales Trend Analysis - Demographic/Firmographic Data - Real-Time Data **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **Learning Management - Sales Enablement** - Sales Training - Sales Coaching - Sales Onboarding **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Additional Functionality** - Drag & Drop - Interaction Tracking - Customizable Fields - Multiple Scoring Models - CRM - Customer Segmentation - Predictive Analytics - Prioritization - Lead Qualification - Contact Database - Reporting & Statistics - Alerts/Notifications - Email Marketing - Lead Nurturing - Web Forms - Document Storage - Search/Filter - Prospecting Tools - Email Tracking - Sales Forecasting - Customizable Templates - Lead Generation - Sales Reports - Lead Distribution - Data Enrichment - AI Copilot - API - Real-Time Notifications - Lead Capture - Reminders - Generative AI - Forecasting - Email Templates - Activity Dashboard - Activity Tracking - Workflow Automation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Revenue Enablement - Sales Enablement** - Cross-Functional Alignment - AI and Automation - End-to-End Customer Journey Insights - Generative AI **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation **Additional Functionality** - Chat/Messaging - Prospecting Tools - Content Delivery - Personalization - Reporting/Analytics - Task Management - Alerts/Notifications - Activity Tracking - Third-Party Integrations - API - CRM - Campaign Management - Audio/Video Recording - Collaboration Tools - Appointment Scheduling - Real-Time Notifications - Contact Database - For Sales Teams/Organizations - Lead Management - Activity Dashboard - Scheduling - Reporting & Statistics - Email Tracking - User Management - Interaction Tracking - Workflow Management - Calendar Management - Lead Capture - Call Recording - Template Management - Customizable Branding - Social Media Integration - Content Management - Performance Management - Lead Nurturing - Document Management - Sales Trend Analysis - Meeting Management - Lead Qualification - AI Copilot - Video Support - Microsoft Outlook Integration - Audio File Management - Engagement Tracking - Contact Management - Goal Management - Sales Planning - Mobile Access - CRM Integration - Pipeline Management - Conversation Intelligence - Access Controls/Permissions - Gamification - Lead Scoring - Opportunity Management - Microlearning - Content Sharing - Real-Time Data - Workflow Automation **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Employee Features** - User Profiles - Notifications - Mobile **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Zoho CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)