--- title: Zoho CRM Reviews meta_title: 'Zoho CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2946 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: 2946 scale: '5' date_modified: '2026-08-06' 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:** 2,946 ## 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. One stop solution of business owners **Rating:** 4.5/5.0 stars **Reviewed by:** Srinidhi S. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2024 **What do you like best about Zoho CRM?** I appreciate the platform's user friendly interface. It was easy for me to navigate it and this usually helped our team to find the information we needed very easily. There are a lot of customization options as well using which we were able to create a tailor made system which suited our SOP documents. I have used a lot of other CRM softwares but this is somthing that they all lack. Zoho's CRM is having good integration capablities as well so that was a great advantage on top. **What do you dislike about Zoho CRM?** The initial setup and customization is something which i found to be tedious. Although it is helpful in the long run they should integrate AI to just take prompt and do this in future. Also, the shear number of features was a bit overwhelming at first. **What problems is Zoho CRM solving and how is that benefiting you?** As a small business, we were struggling with managing customer information and sales process. It centralized all customer related data in a single place, made it easier for us to track, manage and follow up on enquiries and leads. The customer enggagement increased many a folds. Also, we were having trouble tracking the email campaigns we were running and used the feature of email tracking to get to a realistic number for engagement to decide our marketing budget. ### 2. Buy this tool if you are going to use Zoho One! (Other Zoho Platforms as well.) **Rating:** 3.0/5.0 stars **Reviewed by:** Sezen U. | Senior Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2024 **What do you like best about Zoho CRM?** It's a CRM tool that you can use to keep your records and add simple actions around it. **What do you dislike about Zoho CRM?** The sytem isn't flexible and doesnt integrate with most of other sales & marketing systems. Its impossible to automate the whole system if you are not using other Zoho solutions! **What problems is Zoho CRM solving and how is that benefiting you?** It records leads & contacts and we manage sales pipeline - potentials here. ### 3. Solid program **Rating:** 4.5/5.0 stars **Reviewed by:** Mike M. | QuickBooks Hosting, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2023 **What do you like best about Zoho CRM?** ZOHO CRM is priced right and has multiple service levels to select from, depending on what you need. The ability to customize the software is my favorite part. **What do you dislike about Zoho CRM?** ZOHO CRM is not intuitive - you are going to have to watch a few videos to learn about all of the functions. Support can be cumbersome. **What problems is Zoho CRM solving and how is that benefiting you?** ZOHO CRM offers a comprehensive range of solutions. My main uses are to track customer information, as a true CRM, but also to send limited email campaigns. ### 4. A great software to use with almost full integration with all third-party software, like JustCall. Love it! **Rating:** 5.0/5.0 stars **Reviewed by:** Aadhar A. | BDR, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2024 **What do you like best about Zoho CRM?** The ease of use and implementation with the best features and integration **What do you dislike about Zoho CRM?** I think CRM is best in terms of customer support as well. **What problems is Zoho CRM solving and how is that benefiting you?** I think the navigation to the client with integration with all the platforms and links ### 5. Best CRM for lean teams **Rating:** 4.0/5.0 stars **Reviewed by:** Mohammed T. | Growth Marketer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2024 **What do you like best about Zoho CRM?** Easy to use functionalities, not too complicated **What do you dislike about Zoho CRM?** Dashboard is pretty basic when compared to other crms in the market **What problems is Zoho CRM solving and how is that benefiting you?** We basically did lead tracking manually through Google sheet, this was time consuming, so moved to zoho CRM ### 6. Uses and benefit of Zoho CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Abhay C. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2024 **What do you like best about Zoho CRM?** The best part of Zoho CRM we can set all the parameters according to our need and we can also create Zoho sheet and We can link our email as well in Zoho CRM. **What do you dislike about Zoho CRM?** We found few Duplicate Deals while using Zoho CRM. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM makes easy to manage Leads and their Conversion and we can easily Download Conversion Report and other deals Related Report . we can also create multiple deals and set Automatic journey . we can hindi Mobile no. so our data will also protected . I am Currently user of Zoho CRM from last 4 Years. ### 7. The best CRM for beginners, Intuitive UI makes the work easy **Rating:** 4.0/5.0 stars **Reviewed by:** Siddharth C. | Product specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Zoho CRM?** 1. Easy workflow makes the process smooth. 2. Easy to learn. 3. Good software. **What do you dislike about Zoho CRM?** Overall performance makes it a better fit, I personally don't find any downside of the CRM. **What problems is Zoho CRM solving and how is that benefiting you?** Keeping all the data in place and the integrations make it really helpful for the users. ### 8. Best CRM tool for businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek J. | Senior Manager - B2B sales - BitRaser, Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2024 **What do you like best about Zoho CRM?** Ease of Use, Self customizable , Great Dashboards **What do you dislike about Zoho CRM?** Limitations on some level inbetween modules **What problems is Zoho CRM solving and how is that benefiting you?** Consolidated Data and Team activity Tracking ### 9. ZOHO CRM REVIEW **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Zoho CRM?** It helps to keep a track of daily tasks, deals, leads , everything at one lace dashbaords helps in overview of stats, saves a lot of time **What do you dislike about Zoho CRM?** At ttimes it lags for me but rest its all good **What problems is Zoho CRM solving and how is that benefiting you?** Keeping avtrack of daily tasks and activities, assiging tasks to mysledf so taht i do not miss our of any or end uo forgetting ### 10. Magnificent Tool for Sales Management **Rating:** 5.0/5.0 stars **Reviewed by:** Enrique C. | Gerente Reclutamiento y Capacitación, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2024 **What do you like best about Zoho CRM?** Facilitate the management of customer information in real time in an easy and friendly way, and it can also be adapted to the needs of the branch you want. **What do you dislike about Zoho CRM?** I really don't see any disadvantages since it is cheaper and more adjustable to our business. **What problems is Zoho CRM solving and how is that benefiting you?** None at least in our modules. ### 11. Zoho CRM gives me a comprehensive view of my customers and prospects. **Rating:** 4.0/5.0 stars **Reviewed by:** Chema A. | Chief Executive Officer, Telecommunications, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Zoho CRM?** Zoho CRM is customizable and flexible in customer relationship management. It has a range of customization options that it offers, allowing me to tailor the system to the specific needs of my business. From field and module customization to workflow automation, Zoho CRM offers a level of adaptability that is invaluable for optimizing efficiency and effectiveness in customer management.management. **What do you dislike about Zoho CRM?** it can take time to become fully familiar with all the features and customizations available. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM benefits me professionally by providing me with a holistic view of my customers and prospects, allowing me to make more informed and strategic decisions. The ability to efficiently manage customer information, automate processes and improve collaboration within the team, contributes significantly to improving productivity and efficiency in my daily work. ### 12. Just go with it **Rating:** 4.0/5.0 stars **Reviewed by:** Chandani V. | BDR, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Zoho CRM?** Very easy to track your calls and messages **What do you dislike about Zoho CRM?** I don't recall any such things as of now. **What problems is Zoho CRM solving and how is that benefiting you?** Easy software, user friendly UI is good data is accessible and visible easily. ### 13. Experience with Zoho **Rating:** 5.0/5.0 stars **Reviewed by:** Rishi m. | Business Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2024 **What do you like best about Zoho CRM?** The best part is, it is very user friendly **What do you dislike about Zoho CRM?** sometimes it is very slow to use, takes a lot of time to load in the office wifi **What problems is Zoho CRM solving and how is that benefiting you?** I am using it's CRM and helped me to do reachouts based on tasks I create ### 14. Good budget option for Indian orogin organizations **Rating:** 3.5/5.0 stars **Reviewed by:** Abhineet S. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2024 **What do you like best about Zoho CRM?** Straightforward user interface is the key feature in this crm and the functionality of being mobile friendly. **What do you dislike about Zoho CRM?** I am not a big fan of the fonts sometimes and thats the only thing that i dont like, it may depend user to user. **What problems is Zoho CRM solving and how is that benefiting you?** Proper customer journey reord keeping is one of the key highlights and problem solving feature i like in zoho. ### 15. Zoho CRM has totally changed the way I control my clients **Rating:** 4.5/5.0 stars **Reviewed by:** RIDHI S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2024 **What do you like best about Zoho CRM?** Zoho CRM has changed the way I control my clients ready to go with no trouble. I liked that I could easily customize the dashboards to my requirements. I can see instantly the status of my sales possibilities, project development as well as customer interaction. **What do you dislike about Zoho CRM?** Even though the user interface is user-friendly, there are occasions when the learning curve for several of the more sophisticated features can be a little bit difficult. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM has made it possible for us to set up workflows that automate certain activities, for example, email tracking, task assignment, and follow-up reminders. Zoho successfully deals with the problems of fragmented tools by giving an extensive and integrated resolution. The program streamlines operations, cultivating better collaboration and data sharing across teams. ### 16. Zoho is one of the best **Rating:** 5.0/5.0 stars **Reviewed by:** Chetan Z. | Sr.Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2024 **What do you like best about Zoho CRM?** Everythign is on Dashboard. GUI is best. **What do you dislike about Zoho CRM?** Some thord party integration and update on that. **What problems is Zoho CRM solving and how is that benefiting you?** nothing ### 17. Why I love Zoho CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Chisom C. | Sales Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2024 **What do you like best about Zoho CRM?** It helps me manage my workflow, leads, and customer journey efficiently. **What do you dislike about Zoho CRM?** I like the fact the solution is built in such a way that the user can navigate easily around it. **What problems is Zoho CRM solving and how is that benefiting you?** Is solving the problem of client data management ### 18. Zoho CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Jackson J. | IT Support Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2024 **What do you like best about Zoho CRM?** Connectivity throughout services like CRM, Books etc.., **What do you dislike about Zoho CRM?** Pricing is bit costly and they give trial few times **What problems is Zoho CRM solving and how is that benefiting you?** Tracking the location of Sales People ### 19. Easy to use with many integration options **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Zoho CRM?** Easy to use, and many functionalities and integrations. Also, the whole Zoho Suite offers many other useful modules, which can be integrated with the CRM (if it makes sense), and in general it's also nice to have all kinds of different apps under one roof. **What do you dislike about Zoho CRM?** Certain functionalities are missing, or complicated to configure. **What problems is Zoho CRM solving and how is that benefiting you?** Keeping track of all leads and deals, ensuring consistent follow up and contacts never getting lost. ### 20. Business Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Aman M. | Programs Admissions Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2024 **What do you like best about Zoho CRM?** Custom data objects and best in automation. Has good UI/UX design for a good user interface And is very to use and navigate. In built has email support and also give tasks for meetings and calls to take a timely follow ups Good feedbacks and responses from agents in terms of calling and mails. **What do you dislike about Zoho CRM?** Needs 1 calendar and task engine Some customization can happen **What problems is Zoho CRM solving and how is that benefiting you?** Maintaning good activities over time to time and also giving best outcomes as reminder ### 21. A Tool with a great ability to connect with other apps seamlessly. **Rating:** 4.0/5.0 stars **Reviewed by:** Ajay Kumar P. | Freelance, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2024 **What do you like best about Zoho CRM?** The best thing I like is the great capability of Zoho to effortlessly connect with other Zoho software and third-party apps. The ease of implementation and use is just great and helps me a great deal to take of my customer support business as an virtual associate. The interface is very user friendly, allowing for various customizations and this has led to an increase in frequency to use the tool. **What do you dislike about Zoho CRM?** The AI features are only present in the higher versions of this tool. The basic plan I am using has a limitation on custom fields and support. **What problems is Zoho CRM solving and how is that benefiting you?** The major business problems I am facing are keeping a track of my customers and their data, Zoho helps me a lot to solve this issue thereby increasing the business of my client. ### 22. Great CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Lukas V. | Content creator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2024 **What do you like best about Zoho CRM?** I can connect a lot of thing and automate in a most robust way, ease implementation **What do you dislike about Zoho CRM?** Sometimes I not as intuitive to work in a more advance things **What problems is Zoho CRM solving and how is that benefiting you?** Keep track of all of our possible an current customers ### 23. Easily manage your customer base and new prospects too **Rating:** 5.0/5.0 stars **Reviewed by:** Craig M. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2024 **What do you like best about Zoho CRM?** Being able to have an accurate record of my customers and one location where I can send information to them and leave notes. **What do you dislike about Zoho CRM?** Nothing. I use Zoho every day and it works wonderfully. **What problems is Zoho CRM solving and how is that benefiting you?** customer record keeping, sending customer Emails, marketing through use of automated blue prints, records of past sales and pending orders, records of phone calls including duration and time and date. ### 24. Zoho - one of the most dynamic and robust CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Rohit W. | Analytics Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2024 **What do you like best about Zoho CRM?** Different modules like deals, leads, meetings, etc to a keep a track of each and every lead. The reminders and calendar feature and integration has been real helpful. The web version of zoho crm is very easy to use. Support team also provides regular updates and prompt responses. Integrations are very easy to implement. **What do you dislike about Zoho CRM?** The mobile app is not user friendly and complicated to understand. **What problems is Zoho CRM solving and how is that benefiting you?** Lead journey - right from lead creation to follow ups to demos to closed deals, everything can be kept track of using Zoho crm. Have also Integrated it with Zoom, yo keep proper record of zoom meetings ### 25. Best CRM tool for large data management **Rating:** 5.0/5.0 stars **Reviewed by:** Harleen kaur G. | SEO Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Zoho CRM?** Zoho CRM tool is customizable & user friendly, It offersrobust features like automation, multichannel communication that helps in sales & marketing process. **What do you dislike about Zoho CRM?** The inital setup process & customization is slightly difficult. **What problems is Zoho CRM solving and how is that benefiting you?** Sales process automation, lead management, multichannel communication, analytics &reporting, customization ### 26. One of the best CRM I have ever used **Rating:** 5.0/5.0 stars **Reviewed by:** Archana P. | Customer Support Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Zoho CRM?** Very user friendly, easy to use and comes with simple filters **What do you dislike about Zoho CRM?** Zoho CRM app looks confusingbsome times and not that convenient. **What problems is Zoho CRM solving and how is that benefiting you?** It is solving the major part of business problem that is managing customers journey very effortless and filters are saviour. ### 27. Very helpful CRM solution. **Rating:** 4.0/5.0 stars **Reviewed by:** Carlos P. | Edtech Product Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Zoho CRM?** The way you can connect operations and ease to locate them. **What do you dislike about Zoho CRM?** I would like to be able to change some importing data processes. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho help us to keep all our client and transactions information organized in a very easy way. ### 28. Fantastic System **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren C. | Sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2024 **What do you like best about Zoho CRM?** Zoho has been a great CRM system. I love that we can incorporate the whole business on one system! The system is very user friendly! **What do you dislike about Zoho CRM?** It would be great if we had weekly training when first getting started. **What problems is Zoho CRM solving and how is that benefiting you?** CRM and quick books ### 29. Average CRM with limited filters **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2024 **What do you like best about Zoho CRM?** This is the most average CRM I have ever worked on. 1. ZOHO App - somewhat better to use than the desktop version 2. Display - is good **What do you dislike about Zoho CRM?** 1. Zoho CRM is lags more than normal increasing the time wastage than time management - which is the whole point of using a CRM 2. This CRM has only 5 filters for lead management - honestly it is very less for fast work speed - that is the whole point of using a CRM 3. The CRM customer service team needs a screnshot of all the technical issues sent on email - and issues do not get resolved 4. Notes written on CRM - gets deleted automatically due to lagging concern 5. Text can only be done bold in the Zoho CRM Mobile application only - this is not available in the desktop version 6. This app has limited easy options for ease of work - making it the most average CRM **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM is helping for lead mangement along with it helps in call managment/call alerts/customer highlights ### 30. Worse Experience with ZOHO ONE Chat Support!!! **Rating:** 1.0/5.0 stars **Reviewed by:** Sahil C. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2023 **What do you like best about Zoho CRM?** Definetly the ZOHO Software is superbb but specialy chat support of ZOHO ONE is like nightmare **What do you dislike about Zoho CRM?** We are into Education industry. We have implemented ZOHO CRM in April 2023 with only 2 users and in just 6 months we have reached to 91 users just because of good chat support of ZOHO CRM. Recently we have shifted to ZOHO ONE because we have decided to implement ZOHO Tools in all other department also. Now we are facing very poor response from the ZOHO ONE's chat support. The agents are not knowledgeable enough, they just try to end the chat every time and they do not have prospective of solution. Many times, agents do not read our messages and asking same thing again and again and because of less knowledgable, agents escalate the issue to other team and said that you will receive an email, this happend most of the time even for just a small issue, this effects our growth. We have raised the issue with ZOHO ONE team but they also not able to give solution. Now we have decided to drop ZOHO ONE and back to ZOHO CRM, we will user other tools for our other departments. Based on our experience, we recommend that instead of ZOHO ONE, use individual tool so that you can receive good support from particular tool's expert. Sahil Chopra CEO - Aimlay **What problems is Zoho CRM solving and how is that benefiting you?** As i mentioned earlier, ZOHO ONE is awesome but the chat support is more than worse!!! ### 31. Zoho CRM and Struggles with it **Rating:** 2.5/5.0 stars **Reviewed by:** Nikita V. | Marketing Manager CRM, Machinery, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2023 **What do you like best about Zoho CRM?** It is a really flexible and useful CRM. There is a lot that can be developed and tailored to your business experience and how your sales and other teams function. I have operated only on full subscription so can tell solely about the CRM and entire zoho ecosystem working together. However, the latter needs large improvement. **What do you dislike about Zoho CRM?** It has a lot other "portals" in its ecosystem which it streamlines functionality to that could have been in CRM from the beggining. Hence, you will always need to think about connecting various portals with different toolsets in your CRM and keeping them live, if they update it is not communicated directly in CRM ad you need to check those extra portals. The custommer support is separate for each and is the worst. Typically you get 7 days of waiting time and a response that pushes you towards Zoho parthers which get their replies faster and thus can help you quicker with your issues. Also, if one of such tools has an update you have to do it there separately. Also, fairly too many systemic issues and errors throughout the year. Sometimes a workflow starts on its own (labeled as a bug later), functionality on one of the portals of ecosystem gets broken and needs reconnecting. Some things that are deemed impossible in documentation still can be achieved, i.e. creation of a contact with the same emails. **What problems is Zoho CRM solving and how is that benefiting you?** Sales opearations and management, contact tracking and product data storage ### 32. Best site to manage leads **Rating:** 5.0/5.0 stars **Reviewed by:** Asmi B. | inside sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2024 **What do you like best about Zoho CRM?** Easy to understand and track leads and lead status Very neat and inclusive of custom fields for personal segmentation and filtering **What do you dislike about Zoho CRM?** Nothing honestly Very understandable and solves the work it's meant for **What problems is Zoho CRM solving and how is that benefiting you?** Leads assigning crm for proper filtering Is smooth and doesn't require lot of data ### 33. Customer relationship management **Rating:** 3.5/5.0 stars **Reviewed by:** Navya R. | Deputy manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2024 **What do you like best about Zoho CRM?** It becomes easy to handle and manage customer journey in simple way from creating lead and managing end to end **What do you dislike about Zoho CRM?** Only admin of the lead can delete and modify the task created in lead there should right internally so that same can be transferred **What problems is Zoho CRM solving and how is that benefiting you?** It's really easy to use in terms of managing journey and even providing the client portal where customer can also manage things at their own ### 34. Strong Feature Set **Rating:** 5.0/5.0 stars **Reviewed by:** Michael M. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2024 **What do you like best about Zoho CRM?** Zoho CRM has many capabilities. The ability to customize module fields and layouts is huge. Being able to easily add leads or contacts from my Outlook to Zoho CRM is a big win. I use Zoho daily. **What do you dislike about Zoho CRM?** You can get lost in the many capabilities if you don't invest time to learn how they work. Also, the custom reporting module is clunky and tough to use. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM was stickly a contact manager, but am now using it to track deals - the program does a great job with this and the KanBan view is a nice touch. ### 35. Cost effecient and versitile **Rating:** 5.0/5.0 stars **Reviewed by:** Henry S. | Agency Owner, Marketing Director, CMO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2024 **What do you like best about Zoho CRM?** Ease of use is there. Excellent number of feautures for tacking contact. and Easy to implement into most businesses. **What do you dislike about Zoho CRM?** The versitile number of feautures that it comes with, will allow most businesses use of its system. The ease of intengration is even better. Add lists with spread sheets. **What problems is Zoho CRM solving and how is that benefiting you?** The only problem is that there is a free version that is not shown or provided on how to obtain, if you cannot afford the paid version. ### 36. Streamline Your Sales Process with Zoho CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek A. | Data specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2024 **What do you like best about Zoho CRM?** This software offers multiple channels to interact with and use multiple tools for the business which might be the plus point for the users **What do you dislike about Zoho CRM?** While this software is great choice for companies, but there curve of learning might be challenging for other peoples **What problems is Zoho CRM solving and how is that benefiting you?** By automating repetitive tasks and streamlining workflows, Zoho CRM helps sales teams become more productive and focus their efforts on high-value activities such as closing deals and nurturing relationships. ### 37. This tool has completely transformed the way I manage my customers. **Rating:** 4.0/5.0 stars **Reviewed by:** Rodolfo D. | Presales Engineering & Deal Manager, Telecommunications, Enterprise (> 1000 emp.) **Reviewed Date:** January 10, 2024 **What do you like best about Zoho CRM?** The tool is not that difficult to use I was able to customize fields, import data and get my customer management system up and running without too much trouble. I liked that I can customize the dashboards to my needs. I can see at a glance the status of my sales opportunities, project progress and customer interaction. **What do you dislike about Zoho CRM?** although the interface is user-friendly, there are times when the learning curve for some of the more advanced functions can be a bit steep. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM has allowed me to set up workflows that automate certain actions, such as email tracking, task assignment and follow-up reminders. ### 38. Review for Zoho CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Parveen g. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Zoho CRM?** It is a very good software to maintain the customer details , follow ups and sales numbers on a single click. reporting tolls and dashboard functionality is very good. **What do you dislike about Zoho CRM?** There should be a vedio tutorial to create a report and dashboard becasue for fresher its quite difficult to prepare the report **What problems is Zoho CRM solving and how is that benefiting you?** Maintaining the customer data and prepare the reqorts earlier I was using normal excel to maintain the data now its easy for me to hsare the instant report with the management. ### 39. Customer journey tracker **Rating:** 3.5/5.0 stars **Reviewed by:** Priya R. | Eclipse play, Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2024 **What do you like best about Zoho CRM?** It helped us in managing cutsomer journey on each stage from creating lead to final stage of journey **What do you dislike about Zoho CRM?** It's userface is quite difficult along with there is gap within sales flow, as it only have beta version **What problems is Zoho CRM solving and how is that benefiting you?** It is helping us to understand customer journey more effectively and to take decision basis on that which improves engagement with customer ### 40. Professional and Cost-effective CRM All in One **Rating:** 4.5/5.0 stars **Reviewed by:** Jay S. | Technical Architect, Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2024 **What do you like best about Zoho CRM?** Highly customizable based on our business use case and integration with third party tools make us more profitbale business **What do you dislike about Zoho CRM?** nothing so far! the support is awesome and helped a lot duuring poilt phase of migration done **What problems is Zoho CRM solving and how is that benefiting you?** connecting business sales rep and customer in real time with quick response and SLA was basic ask and need for our global business which helped using this platform after succesful evaluation and implmentaion ### 41. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Viresh V. | Managing Editor, Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2024 **What do you like best about Zoho CRM?** Fantastic Product that serves all the critical CRM Features & that too at a great price advantage. **What do you dislike about Zoho CRM?** The user interface could be made better and easier, but it's still quite good where it is. **What problems is Zoho CRM solving and how is that benefiting you?** Managing customers & new leads ### 42. Best CRM Platform to filters the leads in easy way. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Zoho CRM?** Zoho CRM excels in managing lead flow. With the ability to generate reports, we can easily track leads and monitor their status or stage, such as whether they have been called, emailed, and so on. **What do you dislike about Zoho CRM?** I suggest making it simple for new employees to create reports by displaying all filters on the dashboard through a pop-up. **What problems is Zoho CRM solving and how is that benefiting you?** The Zoho Platform enables me to easily track my team's lead status on a single page by generating a report. The process is straightforward, even for experienced users. As someone who has been using this platform for quite some time, I can quickly create a report and receive updates from the team on their latest work status. I genuinely appreciate this platform. ### 43. Ease of Use **Rating:** 5.0/5.0 stars **Reviewed by:** Anni Vi A. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2023 **What do you like best about Zoho CRM?** I like that it is user friendly and there are a lot of features we can use for the business. We have been using Zoho for almost 2 years and it is definitely something that we would be able to recommend to someone who is using crm on a daily basis. We use Zoho frequently. **What do you dislike about Zoho CRM?** None that I have encountered so far. Haven't reached out to customer support yet for any issues. **What problems is Zoho CRM solving and how is that benefiting you?** Able to sort leads in a convenient way. It's where we store all our lead info and where we add notes and documents for our leads. We can add tasks as well. ### 44. Benefits of using Zoho CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Payal K. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Zoho CRM?** Zoho CRM offers a lot of wonderful features like user-friendly interface and various options to do customisation as per your convenience. Also, it is affordable as compared to other CRM solutions. **What do you dislike about Zoho CRM?** Sometimes, there are glitches and bugs but that was a rare case I had observed. **What problems is Zoho CRM solving and how is that benefiting you?** It helps in organizing the customer data which further helps in getting effective insights of customer behaviour. This aids to better dicision making and increase productivity. ### 45. A Well-Rounded Business Suite **Rating:** 4.5/5.0 stars **Reviewed by:** Daisy V. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2023 **What do you like best about Zoho CRM?** Zoho One's versatility and cost-effectiveness stand out. Its comprehensive suite, seamless integration, and user-friendly interface empower businesses. Customization options and reliable support enhance its appeal, making it a strong choice for diverse organizational needs. Easy to use and implement. We do use it for daily sales operations. **What do you dislike about Zoho CRM?** Zoho One, while providing a comprehensive suite, may pose a learning curve for new users. Some occasional glitches have been reported, promptly addressed through updates. The abundance of features could be overwhelming, especially for smaller businesses with simpler needs. It's advisable to consider these factors alongside the platform's advantages when assessing its fit for diverse organizational requirements. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho One effectively tackles the challenges of fragmented tools by providing a comprehensive and integrated solution. The platform streamlines operations, fostering better collaboration and data sharing across teams. Its customization features enable a tailored approach to meet specific business needs, while the cost-effective nature ensures scalability without straining budgets. In essence, Zoho One has been instrumental in addressing integration issues, enhancing overall efficiency, and offering a versatile solution for diverse organizational requirements. ### 46. Bait and switch pricing - NON EXISTENT SUPPORT **Rating:** 0.0/5.0 stars **Reviewed by:** Richard K. | Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2024 **What do you like best about Zoho CRM?** Not much. Nice UI. Lack of customer support and failure to honor promotional price is why we are winding down use of any other Zoho products as well. **What do you dislike about Zoho CRM?** What minimal customer support there is tries to schedule calls for the middle of the night U.S. time. Very unsatisfying experience with this vendor. Was on 3 product of suite and evaluating 2 others - but enough is enough. **What problems is Zoho CRM solving and how is that benefiting you?** Never really solved many problems with Zoho that could not be solved *easier* somewhere else and at the same pricepoint. ### 47. Zoho CRM: Powerful Customization with a Learning Curve **Rating:** 4.5/5.0 stars **Reviewed by:** Jajeththanan S. | Co-Founder & Chief Product Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about Zoho CRM?** Zoho CRM is its comprehensive customization options, allowing for tailored solutions that meet specific business needs. **What do you dislike about Zoho CRM?** Its steep learning curve, which can be challenging for new users to navigate and fully utilize. **What problems is Zoho CRM solving and how is that benefiting you?** Solves the problem of managing customer relationships by providing a centralized platform for tracking interactions, automating workflows, and analyzing data, which enhances sales efficiency and customer satisfaction. ### 48. Customer journey tracking tool **Rating:** 3.5/5.0 stars **Reviewed by:** Suman S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2024 **What do you like best about Zoho CRM?** This helped us in tracking journey of customer throughout every step starting from registering a custome to end customer after sales service **What do you dislike about Zoho CRM?** As this is administrator tool so every update needs to be change manually into the system there is no automatic update feature **What problems is Zoho CRM solving and how is that benefiting you?** It take off lot budern by having ai assistant in place which automatically answers all the queries from customer also it thave client portal which can make changes directly into the system ### 49. It is like having a full function, all department business in one place. **Rating:** 5.0/5.0 stars **Reviewed by:** Linda B. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Zoho CRM?** All the apps are integrated. It is really functional and useful for my own business as well as for my clients' businesses. **What do you dislike about Zoho CRM?** More training manuals would be helpful. Eventhough it is very user friendly, a manual might teach you a lot more about the apps and what they can do. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho One solves a lot of operational and process issues for small business. What is probably one of the best solutions for any small business is Zoho Books and the other Zoho apps that integrate with Books, like CRM or Bigin. Zoho Projects or Sprints is also very helpful due to the integration with the other business solutions that Zoho offers. The automation and integration features are priceless. ### 50. My experience from using ZOHO **Rating:** 5.0/5.0 stars **Reviewed by:** Ishan S. | Product Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Zoho CRM?** Pararent orgs are easy to find and orgainse **What do you dislike about Zoho CRM?** U.i is a bit dull it feels lifeless to me **What problems is Zoho CRM solving and how is that benefiting you?** Organising Parent org data ## 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+06%3A30%3A07+-0500&secure%5Bsession_id%5D=24e75ae2-078e-4106-9e85-0930c876f29a&secure%5Btoken%5D=1b5e9187c12785131b6884f1622f6cb38ebfc30e357721d1674992c8dc585c68&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 Meet](https://www.g2.com/products/google-meet/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) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/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** - 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 Storage - 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 - Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting - 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** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Customization** - Forms - Personalization - Templates - Integration - Social Media Integration **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 **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 (24,680 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,295 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)