Zoho CRM provides a centralised platform to manage leads, contacts, and client interactions in a much more structured way compared to spreadsheets. The automation features are especially helpful for follow-ups and reminders, which reduces manual work.

I also like the customisation options — fields, modules, and workflows can be tailored to fit my outreach needs without needing technical expertise. The reporting and dashboards give me better visibility into my pipeline and activity tracking. Review collected by and hosted on G2.com.

Zoho CRM provides a centralised platform to manage leads, contacts, and client interactions in a much more structured way compared to spreadsheets. The automation features are especially helpful for follow-ups and reminders, which reduces manual work. I also like the customisation options — fields, modules, and workflows can be tailored to fit a coaching business without needing technical expertise. The reporting and dashboards give me better visibility into my pipeline and activity tracking. Review collected by and hosted on G2.com.

It is customizable with options to create custom fields and workflows. Easy to use even when you are new to the platform. Considering its cost effectiveness, it is affordable and can be used by organization of any size. It also easily gets integrated with Sales, Marketing and customer service tools. It also works well with other Zoho products. Review collected by and hosted on G2.com.

It's large number of features can be overwhelming for new users. Also it shows performance lags with large amount of data. Overall it is a great tool for any size of the organization. Review collected by and hosted on G2.com.

Zoho CRM brings together all the tools I need to manage international B2B leads efficiently—from automated lead capture to pipeline management and AI-driven insights. I like how customizable the modules and workflows are, which makes it easy to adapt to export-focused tasks like distributor onboarding, sample tracking, and multi-country lead segmentation. The interface is clean, and once set up, it becomes extremely intuitive for daily use. Integrations with email, lead forms, and automation rules also save significant time. The built-in analytics and dashboards provide clear visibility into distributor engagement, follow-ups, and conversion probability, making sales planning much more strategic. Review collected by and hosted on G2.com.

Some features i like to use require higher plans i would like to use data enrichment across all plans Review collected by and hosted on G2.com.

I appreciate that Zoho CRM is a cloud-based platform that effectively supports managing business sales and customer service, making it easy to track and interact with customers while also automating tasks. I find it incredibly useful that I can capture leads from multiple sources and have them automatically integrated into the CRM. It allows me to build and visualize the sales process stages, such as prospects, qualified, and proposals, and includes beneficial forecasting tools. Additionally, Zoho CRM handles various communication channels excellently, whether it's email, phone, chat, or social media, and facilitates collaboration with others. I find the real-time analytics and insights provided by the dashboard to be incredibly valuable for informed decision-making. Review collected by and hosted on G2.com.

I would like the onboarding process of Zoho CRM to be more inviting. Despite the company nature, it feels like it could be improved to offer a warmer welcome to new users. Initially, setting up wasn't too difficult, but there were a lot of steps involved, which might be daunting. Review collected by and hosted on G2.com.

What I really like about Zoho CRM is how easy it is to use and how it helps keep everything in one place. It makes managing leads, follow-ups, and customer conversations feel more organized without being overwhelming. I especially appreciate how it helps build better relationships—everything’s at your fingertips, so you're not just selling, you're actually connecting with people, very supportive for our customers and immediate response from zoho helpdesk. Easy integration with other tools like outlook, jira. It took 3 month for us to implement this. Review collected by and hosted on G2.com.

Importing reports in ZOHO CRM, can be challenge because everytime we have to select the format after uploading csv file in it.Otherwise it's good and easy to use. Review collected by and hosted on G2.com.

Zoho í super easy to use and has a ton of features especially for lead management, tracking and analytics. It was easy to implement to our current work flow and we use it everyday for our Business Development team. It was really easy to integrate and the support provided by Zoho team is really amazing. Review collected by and hosted on G2.com.

no issues as of now, will inform if we face any challanges in the future Review collected by and hosted on G2.com.

Affordable Pricing

Zoho CRM offers one of the most cost-effective solutions compared to other major CRMs like Salesforce or HubSpot. It has flexible pricing tiers and even a free plan for small teams.

Highly Customizable

Users can customize modules, fields, layouts, workflows, and dashboards to fit unique business processes.

Custom functions and scripting through Deluge provide advanced automation options.

Feature-Rich at Low Cost

Includes core CRM features like lead, contact, and deal management.

Advanced features such as AI (Zia), workflow automation, email integration, and analytics are available in mid-tier plans.

Strong Ecosystem

Integrates well with other Zoho apps (Zoho Books, Zoho Desk, Zoho Campaigns, Zoho Analytics) for a unified business suite.

Supports integrations with third-party tools like Google Workspace, Office 365, RingCentral, and social media platforms.

Mobile Accessibility

Dedicated mobile app for iOS and Android allows remote teams to manage leads, deals, and communications on the go.

AI-Powered Assistant (Zia)

Provides predictive sales analytics, lead scoring, anomaly detection, and workflow suggestions to boost efficiency.

Multi-Channel Communication

Supports email, phone calls (via telephony integrations), live chat, social media, and web forms in one platform.

Good Automation & Workflow Tools

Automation for tasks, approvals, and reminders reduces manual work.

Blueprint feature helps enforce process consistency. Review collected by and hosted on G2.com.

Steep Learning Curve

While highly customizable, the interface and settings can be overwhelming for beginners.

Advanced features like Deluge scripting require technical expertise.

Limited Customer Support on Lower Plans

Standard support can feel slow or basic unless you upgrade to a premium support plan.

Priority support is only available at additional cost.

Performance Issues at Scale

Some users report slow load times and lag when handling very large datasets.

High-volume businesses may face limitations compared to enterprise CRMs like Salesforce.

User Interface (UI) Complexity

The UI is functional but not as sleek or intuitive as some competitors like HubSpot.

Navigation can feel cluttered with too many options.

Integration Limitations

While it integrates with many apps, some advanced integrations require third-party tools or Zoho Flow.

Limited out-of-the-box integration with niche software.

Customization Can Be Time-Consuming

Setting up custom workflows, fields, and processes requires significant time during onboarding.

Poor initial setup can cause confusion and inefficiencies.

AI and Advanced Features Locked in Higher Plans

Features like Zia AI, advanced analytics, and blueprint automation are not available in entry-level plans. Review collected by and hosted on G2.com.

What I like best about Zoho CRM is how flexible it is. We can easily customize fields, workflows, and dashboards to match our sales process. It also works smoothly with other Zoho apps, which helps us keep all data in one place. Review collected by and hosted on G2.com.

What I dislike is that sometimes the interface feels a bit crowded. There are many menus and settings, so new users need time to understand how everything works. After some training it becomes easier, but the first weeks can be confusing. Review collected by and hosted on G2.com.

I have been using it for the past two years in my insurance agency. We developed two modules, one for policies and another for carriers. The pricing is good, and having everything in one platform makes it very easy to use. Review collected by and hosted on G2.com.

The text message integrations are difficult to use and not very user-friendly. Review collected by and hosted on G2.com.

Zoho CRM is very good in automation, customer management, task management, teamwork, campaign management, project management, and more. It's easy to use and manage. Value for money. Review collected by and hosted on G2.com.

The UI of this software is not very good. Review collected by and hosted on G2.com.