--- 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: '2026-08-11' 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. Easy to Customize for Specialized Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Zoho CRM?** It is easy to customize for specialized use. **What do you dislike about Zoho CRM?** Learning how to use certain features can be a bit challenging. **What problems is Zoho CRM solving and how is that benefiting you?** Organizing contacts and managing points of contact. ### 2. Workflow Automations Need Improvement Despite Intuitive Filtering **Rating:** 1.0/5.0 stars **Reviewed by:** Efrat S. | Senior Performance Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Zoho CRM?** Filtering through the deals and leads is pretty straightforward and intuitive **What do you dislike about Zoho CRM?** The workflow automations often don't make sense and override attribution. It also doesn't intagrate well with relevant platforms like Google Ads. **What problems is Zoho CRM solving and how is that benefiting you?** It offers an insight into the leads/deals/contacts timeline and how things develop over time, and the reporting is very good ### 3. An improved CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Elanchezhiyan R. | Founder and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Zoho CRM?** The new AI features are good. The design feels better. Missing features are now available. Overall a great improvement in the last few years. **What do you dislike about Zoho CRM?** There are few issues while integrating with other apps, can be improved. Bigin, their alternate CRM feels modern and fresh, but Zoho CRM still needs to catch up. **What problems is Zoho CRM solving and how is that benefiting you?** I was able to maintain and manage my client data on the CRM. I could easily visualize my sales pipeline and make decisions and projections based on the data. Zoho CRM assisted me in managing my salespeople and their tasks. ### 4. Feature Rich Zoho CRM Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Mohit N. | Business & Product Lead, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2025 **What do you like best about Zoho CRM?** I love Zoho CRM’s robust automation features, which streamline repetitive tasks like lead follow-ups and workflow management, saving me tons of time. The AI assistant, Zia, is a standout, offering predictive insights and anomaly detection that help me prioritize high-potential leads. Its seamless integration with over 1,000 apps, including Google Workspace and Mailchimp, makes it incredibly versatile. Plus, the customizable dashboards and advanced analytics provide real-time insights that drive smarter decisions. **What do you dislike about Zoho CRM?** I find Zoho CRM’s interface a bit cluttered and outdated, which can make navigation feel clunky, especially for new users. The design lacks the sleek, modern look of competitors like Salesforce, and finding specific features often requires extra clicks. While it’s functional, the user experience could be more intuitive and visually appealing. A streamlined, updated UI would greatly improve my workflow. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM solves inefficient lead management and scattered data by centralizing customer info and automating workflows. Its AI, Zia, predicts lead potential, helping me focus on high-value prospects. Integration with tools like Google Workspace streamlines communication, saving time. Custom reports and dashboards provide clear insights, boosting my decision-making and team productivity. ### 5. Wow....What a amazing experience **Rating:** 5.0/5.0 stars **Reviewed by:** Naina R. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2024 **What do you like best about Zoho CRM?** Zoho CRM helps me by centralizing all client data, communication history, and documents, ensuring you never miss a tax deadline or follow-up. It also integrates seamlessly with financial software (like Zoho Books) to sync customer details and payment status, eliminating manual double-entry and providing a 360-degree view of your client relationships. **What do you dislike about Zoho CRM?** It does not have third party interactions for free plan & there is only limited custom fields **What problems is Zoho CRM solving and how is that benefiting you?** As an accountant I can combine zoo's technology with my expertise to help clients make informed decisions about their business performance ### 6. A powerful, scalable CRM that streamlines customer engagement. **Rating:** 5.0/5.0 stars **Reviewed by:** Iniyan B. | Digital Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2025 **What do you like best about Zoho CRM?** Zoho CRM offers a robust, customizable interface that integrates seamlessly with our digital marketing ecosystem. The automation workflows, lead scoring, and multichannel communication tools enable us to deliver personalized experiences at scale. The analytics dashboards are particularly valuable for real-time insights, campaign tracking, and pipeline forecasting—making it an essential tool for data-driven decision-making. **What do you dislike about Zoho CRM?** While Zoho CRM is feature-rich, the initial onboarding and customization can be complex without adequate technical support. The UI, though functional, feels slightly dated in certain modules, and occasional syncing lags with third-party integrations like Google Ads or Facebook Ads Manager can disrupt workflow continuity. More intuitive training resources and enhanced API stability would greatly enhance the overall experience. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM has significantly streamlined our lead management, improved cross-functional visibility, and eliminated operational silos in our sales and marketing processes. By centralizing customer data and automating follow-ups, it has enhanced our ability to nurture leads efficiently and reduced manual errors. The system’s built-in analytics and real-time reporting empower our teams to make data-backed decisions, leading to improved conversion rates and better ROI on our campaigns. Additionally, the workflow automation has saved us substantial time, allowing us to focus on strategic initiatives rather than administrative tasks. ### 7. Easy HubSpot Integration and Great Value **Rating:** 3.5/5.0 stars **Reviewed by:** Chetna S. | Marketing Automation Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** March 11, 2026 **What do you like best about Zoho CRM?** I love that it integrates with Hubspot and other marketing tools very easily. Its also a very cost effective tool. **What do you dislike about Zoho CRM?** The support from the team could be better for European time zone. **What problems is Zoho CRM solving and how is that benefiting you?** It helps us track user information and activities in one place. ### 8. The easiest CRM software with the best features. **Rating:** 5.0/5.0 stars **Reviewed by:** Suyash J. | Product Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2022 **What do you like best about Zoho CRM?** Zoho expenses module and Lead management module is the best feature, its very easy to manage leads and convert them with Zoho. **What do you dislike about Zoho CRM?** Zoho needs to better market itself and place themselves as a strong competitor for Salesforce and MS Dynamics 365. Currently Zoho is not available in MNC's **Recommendations to others considering Zoho CRM:** Use as many filters as you can as it makes work easier and sorts the data accordingly. **What problems is Zoho CRM solving and how is that benefiting you?** Customer data and managing it. It's benefiting me in the ease of access to this data in my own way. ### 9. Effortless Organization with a User-Friendly Interface **Rating:** 4.0/5.0 stars **Reviewed by:** Pawan N. | Administration and Operations Assistant, Consumer Goods, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Zoho CRM?** This product is user-friendly and easy to use, making it simple to keep everything organized in one place with clear categories. **What do you dislike about Zoho CRM?** Nothing at the moment, all good maybe better integration with chrome as sometimes google chrome affects working with zoho crm **What problems is Zoho CRM solving and how is that benefiting you?** Order processing and customer details ### 10. Great tool keep data in one suite **Rating:** 4.0/5.0 stars **Reviewed by:** Vera L. | Senior Manager, eCommerce Sales Ops, Enterprise (> 1000 emp.) **Reviewed Date:** January 06, 2022 **What do you like best about Zoho CRM?** It now has Ai features (Zia) integrated with the page. Their MailMagnet notification panel is now avail for standard tier users too. It helps spped up my time, with emails and summarizing reporting. **What do you dislike about Zoho CRM?** the layout can be cluttered. theres a lot of features and customization options but can be difficult to customize a report i need. **What problems is Zoho CRM solving and how is that benefiting you?** it solves plenty of problems when using Zoho, it helps me stay organized and reminds me of what information or data I need to input to complete a customer profile. ### 11. Zoho CRM- Cloud-based platform manage Sales, Market and C-Sat **Rating:** 4.5/5.0 stars **Reviewed by:** JASPREET S. | Operations Manager, Consumer Electronics, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2025 **What do you like best about Zoho CRM?** Lead & Deal Management Workflow Automation Omnichannel Communication (Email, Phone, Social, Chat, Web Forms) Sales Forecasting & Reporting Dashboards AI-Powered Assistant (Zia) Third-party integrations (Google Workspace, Mailchimp, Slack, etc.) **What do you dislike about Zoho CRM?** Disorganized sales pipeline - Tracks leads, deals, and customer interactions across multiple stages. Manual follow-ups Lack of customer insights - Provides analytics dashboards, segmentation, and scoring to understand customer behavior. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM solves the problem of fragmented customer data and inefficient sales processes by centralizing lead management, automating workflows, and providing real-time customer insights. This has helped me and my team track every customer interaction in one place, prioritize high-value leads, and automate follow-ups, saving significant time and reducing manual errors. By using Zoho CRM, we’ve improved our lead conversion rates, maintained a consistent customer experience across channels, and made data-driven decisions through customizable reports and dashboards. Overall, it brings structure, visibility, and scale to our sales and customer relationship efforts. ### 12. Zoho One All in one software for my business. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about Zoho CRM?** I am liking the new AI integration that help to increase the productivity and help to get more insights amount the business flows. Easy to track the leads and customised sales pipeline help us alot with integrations like mailchimp. **What do you dislike about Zoho CRM?** There is some scope of performance improvement. **What problems is Zoho CRM solving and how is that benefiting you?** It helps to make a centralised system for everyone to stay at one place and easy to use for all team members like Sales, Finance and HR. It help to reduce skill issue and also improve our efficiency. ### 13. Zoho One The All-in-One Platform for the Operation **Rating:** 5.0/5.0 stars **Reviewed by:** Mohammed H. | Credential Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Zoho CRM?** With over 40 integrated apps—including CRM, Projects, Books, and HR tools—it’s a comprehensive solution that covers all our operational needs. The seamless integration between apps has significantly improved efficiency and reduced manual work. We especially appreciate the flexibility to customize processes as we grow, and the mobile access keeps our team productive on the go. For the value it offers, Zoho One is an excellent investment for any business aiming to centralize and scale operations. **What do you dislike about Zoho CRM?** Not all features available on desktop are equally functional or accessible on mobile apps, depending on the module **What problems is Zoho CRM solving and how is that benefiting you?** It’s a huge time-saver. Automating routine tasks like tracking time off, managing employee records, and scheduling interviews allows me to focus more on employee engagement and support. The self-service portal also empowers employees to update information or request leave, reducing back-and-forth communication. Overall, Zoho One has improved accuracy, efficiency, and transparency in our HR operations. ### 14. Efficient Workflow Automation and Insightful Reporting with Seamless Marketing Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Monica S. | Marketing & Inside Sales Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Zoho CRM?** The platform offers a robust dashboard and database management capabilities, allowing us to create customized workflows for every manual activity. As both an administrator and a user, I frequently use it for generating real-time reports, including daily sales and call tracking. The application is user-friendly. One of the most valuable features is the comprehensive contact history view, showing the source of the lead, who has handled it, all related activities, and its current status. This visibility greatly supports daily reporting and accountability. Additionally, the seamless integration with marketing tools has significantly enhanced our campaign execution. **What do you dislike about Zoho CRM?** Mobile application limitations are there; while functioning, it lacks some of the advanced features available on the desktop, making it less efficient for users on the go. Occasionally, the system experiences slight lags during peak usage, especially when handling large data volumes. Customization requires a steep learning curve or support from a technical user. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM has helped us streamline and automate several manual processes, particularly around database and workflow management. It allows us to build structured workflows for routine tasks, which reduces manual effort and increases operational efficiency. One of the biggest benefits is the ability to generate real-time reports for daily sales and call tracking, helping us stay on top of performance metrics. The detailed contact history feature gives full visibility into each lead’s journey, from source to current owner, making it easier to track progress, ensure accountability, and improve follow-ups. Additionally, its integration capabilities with marketing tools have been incredibly useful, allowing us to manage campaigns more effectively from within the CRM. Overall, Zoho CRM brings better visibility, automation, and coordination across teams. ### 15. Business analyst perspective **Rating:** 5.0/5.0 stars **Reviewed by:** Pratibha S. | Business Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Zoho CRM?** As a Business Analyst, I found Zoho CRM to be a powerful and user-friendly tool that streamlined lead management, automated workflows, and provided valuable data insights. I used it to design custom dashboards, automate sales processes, and integrate with tools like Mailchimp and Google Workspace. It helped improve team efficiency and supported data-driven decision-making across departments. **What do you dislike about Zoho CRM?** While Zoho CRM offers great functionality, a few limitations stood out during my experience. The user interface can feel cluttered at times, especially for new users, making onboarding slightly challenging. Some customization features require workarounds or technical support, which can slow down implementation. Additionally, the reporting module, while powerful, can be rigid when building complex reports or handling large datasets. **What problems is Zoho CRM solving and how is that benefiting you?** My problem: We lacked a centralized system to manage leads, track customer interactions, and generate actionable insights, leading to inefficiencies and missed opportunities. How Zoho CRM helped: Zoho CRM provided an all-in-one platform to streamline lead management, automate follow-ups, and track customer journeys. Its customizable workflows and real time dashboards allowed me to identify bottlenecks, improve sales processes, and support data driven decisions ultimately boosting team productivity and customer engagement. ### 16. Good all in one system but not perfect **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2024 **What do you like best about Zoho CRM?** New UI is clean and faster. Improved AI integration and better navigation. You can find items faster now. Workflow setup is easier as well. **What do you dislike about Zoho CRM?** AI integration is still in the beginning. Great process but needs deeper integration to execute more tasks automatically. **What problems is Zoho CRM solving and how is that benefiting you?** trying to send quotes out and contracts and manage our sales team and Internal team to give them all the numbers and documents they need. This gives us one platform to save all the documents and heaven history of our client accounts and we both sold in the past and we can all look at the same document and can work from there, benefits us to not have any paper contract anymore. ### 17. Zoho CRM: A Top Choice for Small Businesses and Newcomers **Rating:** 5.0/5.0 stars **Reviewed by:** Ram Chandra K. | Lead Investment Coach, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about Zoho CRM?** Zoho CRM offers a comprehensive, customizable, and cost-effective platform with strong automation, workflow management, and integration capabilities, making it ideal for scaling businesses. Its intuitive dashboard, AI-powered assistant (Zia), and seamless integration with other Zoho apps and third-party tools add significant value. **What do you dislike about Zoho CRM?** oho CRM can have a steep learning curve for new users, and some features feel less intuitive compared to competitors. Customer support response times may vary, and occasional system lags or bugs can impact the user experience. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM solves key problems like: Managing and tracking leads efficiently Automating sales workflows and follow-ups Centralizing customer data for better collaboration Providing real-time analytics for informed decisions Benefits: It improves productivity, enhances customer engagement, ensures faster sales cycles, and supports data-driven strategies for business growth. ### 18. Customizable CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Sherry M. | Executive Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about Zoho CRM?** I love being able to customize the information we collect in the format we want it to look like. I love how Zoho CRM works with the invoice as well. We use Zoho CRM every day. The features we use the most are Contacts, the dashboard, connecting to invoicing and tasks. **What do you dislike about Zoho CRM?** I wish we had more fields to work with - we always seem to run out. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM solves the issue of where to document our client's details from conversations, to what has been quoted, to responses and bookings. ### 19. Easy to use CRM for your organisation **Rating:** 4.5/5.0 stars **Reviewed by:** Ashutosh J. | Senior Manager, Education Management, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Zoho CRM?** The ease of integration with other tools for automation is amazing. **What do you dislike about Zoho CRM?** Should have features for auto detecting locations of leads. **What problems is Zoho CRM solving and how is that benefiting you?** We use Seamless.AI for finding leads around the globe and its integration with the platform makes it easy to set up the pipleline and journey ### 20. User-Friendly and Customizable CRM Perfect for Small Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Ankita B. | Finance Transformation Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2025 **What do you like best about Zoho CRM?** Great tool for your managing customers and its related data. Easy to use and accessible. Incredibly user friendly and comes up with extensive customizable options to fit your business needs. Perfect for small medium size teams and affordable too. **What do you dislike about Zoho CRM?** You might see workflow and performance issues sometimes otherwise it is a must try tool if you are looking for a customer related platform **What problems is Zoho CRM solving and how is that benefiting you?** It is helping us to automate inefficient manual processes and disjointed customer related data by providing a centralised platform for lead management, issues tracking and sales automation and customer relationship managemengt. ### 21. User friendly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Magui G. | SD/BD FR Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2025 **What do you like best about Zoho CRM?** This tool is extremely user-friendly and offers a high degree of customization. It adapts well to various workflows, making it straightforward to manage leads and pipelines. **What do you dislike about Zoho CRM?** Certain features require a bit of time to configure, and occasionally, the support response can be slow. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM has made it much easier for us to organize and monitor our leads, automate follow-up activities, and store all client interactions in a single location. As a result, our team’s productivity has increased, we have better visibility throughout the sales pipeline, and we are able to close deals more quickly while reducing manual work. ### 22. Affordable and User-Friendly Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Zainab S. | Co-Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Zoho CRM?** Pricing is very affordable and very user friendly. **What do you dislike about Zoho CRM?** Wish it can integrate with Quo (formerly OpenPhone) without having to use Zapier. **What problems is Zoho CRM solving and how is that benefiting you?** I'm able to track my leads and how many times I need to reach out to them and when. ### 23. Flexible and powerful CRM with seamless Zoho ecosystem integration **Rating:** 4.0/5.0 stars **Reviewed by:** Rashika A. | CMO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2025 **What do you like best about Zoho CRM?** Zoho CRM offers excellent flexibility when it comes to customizing fields, layouts, and modules to match our sales process. The best part is how well it integrates with the rest of the Zoho ecosystem—whether it's Zoho Campaigns, Zoho Analytics, or Zoho Desk—making it easy to maintain a single source of truth across all sales and marketing touchpoints. Creating workflows, automating follow-ups, assigning leads, and tracking deal stages feels intuitive and efficient. It's also scalable and suits both small teams and larger org structures. **What do you dislike about Zoho CRM?** While the CRM is feature-rich, the interface could be more modern and streamlined. Some areas, like advanced reporting and dashboard creation, require a bit of a learning curve. At times, user permissions and roles can get confusing when setting up for multiple teams. **What problems is Zoho CRM solving and how is that benefiting you?** Creating workflows, automating follow-ups, assigning leads, and tracking deal stages feels intuitive and efficient. It's also scalable and suits both small teams and larger org structures. ### 24. A great CRM option - if you're willing to put in the time and money. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2025 **What do you like best about Zoho CRM?** Zoho CRM offers a surprising range of built-in features and customisation tools that you can use to adapt your CRM with little hassle. I find the security controls around profiles and roles quite user friendly compared to similar systems. That said, you do also need a developer on hand for higher level integrations. Thankfully, Zoho seems to be quite dev friendly, it has a robust api system - endpoints are create as soon as you create a new field in a module. If you want to connect Zoho to say, wordpress, that is easily done. Today, our CRM is integrated with every aspect of the business, including our websites & ERP system. **What do you dislike about Zoho CRM?** On the note of customisation, it's both a pro and a con for the CRM. Our Zoho site is likely starkly different to the next implementation - something that makes it difficult to truly review on a case by case basis. Our business spent a significant amount of time and money customising and tailoring Zoho to our own needs, something that lead to a costly and lengthy implementation process. If you plan on using Zoho, take preplanning very seriously. Don't expect it to work for you out of the box, because like Pandora, opening the box and trying to force all it's various tools to work for you and your users will lead to more harm than good. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho allowed us to integrate with various systems via API that we could not have done or would have struggled to do with our previous on prem CRM. ### 25. Easy to use and Affordable CRM for Business use **Rating:** 5.0/5.0 stars **Reviewed by:** Vikash C. | Analyst Business and marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Zoho CRM?** Zoho Crm is easy to use and comes with all standard features with customization option at very reasonable price compare to any other crm in market. We use it on daily basis for all our Business development needs and customer support is also upto mark. It has lot more features to fulfill all business needs. **What do you dislike about Zoho CRM?** UI is less impressive compare to other CRM like Hubspot, Salesforce **What problems is Zoho CRM solving and how is that benefiting you?** We are Using Zoho Crm for end to end Business needs like leads capturing to nurturing and sales enablement ### 26. A mail tool for daily purpose **Rating:** 4.5/5.0 stars **Reviewed by:** Mayank R. | Assistant General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2024 **What do you like best about Zoho CRM?** One of those CRM which any individual can get his hands on easily. **What do you dislike about Zoho CRM?** Sometime its some feature can be little hard to understand. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho helps me keep of my every day work mails which I recieve or send to my team or customers. ### 27. Decent Features, But Usability Needs Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Natalie R. | Senior Recruiter and Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Zoho CRM?** Being able to add resumes to the CRM. Importing the candidate's personal information and matching the personal information to the resume. **What do you dislike about Zoho CRM?** It was not very user friendly and hard to run reports as well as move around in. **What problems is Zoho CRM solving and how is that benefiting you?** It is a recruiting tool that is very resonably priced however there is a lot to be desired when it comes to running reports, running queries and making sure candidate details are matching to what details and resume are already in the system. ### 28. Complicated Customization and API Restrictions Limit an Otherwise Solid CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** January 06, 2026 **What do you like best about Zoho CRM?** This CRM functions effectively and includes all the essential entities you would expect. It covers the basics well and meets my needs in that regard. **What do you dislike about Zoho CRM?** It's unnecessarily complicated to make changes. There are also some strange restrictions when it comes to API access, creating entities, and building workflows. **What problems is Zoho CRM solving and how is that benefiting you?** It stores our customer data and records customer interactions, making it easier to plan marketing and sales activities. ### 29. Active Support Team and an Easy-to-Use Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Anuj G. | Marketing Automation Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2026 **What do you like best about Zoho CRM?** The support team is very active in solving all the problems, and the tool itself is so easy to use. **What do you dislike about Zoho CRM?** Sometimes the tool is under maintenance, which causes a delay in the data. **What problems is Zoho CRM solving and how is that benefiting you?** All my CRM-related data, along with other data, is shared via API. ### 30. Affordable CRM Powerhouse That helped Scale My Small Team **Rating:** 4.0/5.0 stars **Reviewed by:** Bibek B. | Founding Member, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Zoho CRM?** Zoho CRM has been a game-changer for streamlining our sales process without breaking the bank, though it took some tweaking to get it just right. Initially, hard to navigate but once we were used to it, it worked just better. **What do you dislike about Zoho CRM?** As mentioned before, the learning curve can feel steep at first with all the features scattered around, and importing reports sometimes was a nightmare. **What problems is Zoho CRM solving and how is that benefiting you?** The chaos of managing leads, customer data, and sales pipelines by centralizing everything into one platform, which cuts down on scattered spreadsheets and missed follow-ups. The automated follow up worked the best for me, it went hectic everytime I had to do it! ZOho saved my hours. Why work hard when you can work smart. ### 31. Best tool for lead management **Rating:** 5.0/5.0 stars **Reviewed by:** Divya G. | Data Analyst/Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2025 **What do you like best about Zoho CRM?** I especially like its deep customization option, everything from custom modules to tailored workflows can be set up to fit specific business needs. **What do you dislike about Zoho CRM?** Sometimes the interface feels a bit crowded, and it takes time to figure out where everything is. The advanced features can be tricky to learn, especially for non-technical users, and support responses on lower-tier plans can be slow. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM helps us manage our leads effectively, tracking them through each stage until final conversion. With Zoho Analytics, we can easily monitor conversion rates and other key metrics, giving us better visibility into our sales performance. ### 32. Zoho Crm **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa P. | Marketing Content Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2022 **What do you like best about Zoho CRM?** Started adding additional modules (people) to keep track of employee time sheets This has been very helpful addition. **What do you dislike about Zoho CRM?** We're getting more proficient with the entire system, and things are going much more smoothly. **What problems is Zoho CRM solving and how is that benefiting you?** this was our first entry to a CRM system. We are trying to learn how to track leads, follow up with potential customers and streamline templates for frequently asked questions. Now that we better understand what a CRM is, we better understand the importance. ### 33. Great Features, But Overwhelming Choices **Rating:** 2.5/5.0 stars **Reviewed by:** Irina Z. | Relocation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Zoho CRM?** Makes it easy to keep full track of clients, easy to connect to e-mail. **What do you dislike about Zoho CRM?** There are far too many options available if you're only using it as a database. It can feel overwhelming when you just want something simple for basic database needs. **What problems is Zoho CRM solving and how is that benefiting you?** Having all client information centralized in one place and being able to share it easily with colleagues is very convenient. ### 34. Powerful CRM with great customization and automation tools **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2025 **What do you like best about Zoho CRM?** Zoho CRM offers excellent customization for workflows, fields, and layouts. The automation rules save a lot of time, especially when it comes to lead management and follow-ups. I also like how well it integrates with other Zoho apps like Zoho Mail, Campaigns, Creator & desk . **What do you dislike about Zoho CRM?** The reporting and analytics section could be more user-friendly and flexible. Sometimes the interface feels cluttered, and support response times can be a bit slow. Also, the mobile app lacks some of the desktop functionality, which limits use on the go and also sometimes due to its old technology it slows down. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM helps streamline lead tracking and customer communication. Instead of using spreadsheets or manual tools, I can manage all my leads, clients, and follow-ups in one place. Automation also saves time by handling repetitive tasks like assigning leads or sending reminders. It’s helped improve response times and team collaboration and the integration with other zoho apps are quick and easy for beginner too. ### 35. Powerful, Customizable CRM with Room to Streamline **Rating:** 4.0/5.0 stars **Reviewed by:** Abdulkarim A. | Member, Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2025 **What do you like best about Zoho CRM?** Zoho CRM shines in its number of features and ease of integration. Connecting email, telephony, and other Zoho apps was nearly seamless, letting us centralize contacts, deals, and support without custom code. Once configured, I use it daily—its frequency of use is high because the dashboards and reports deliver the key metrics I need at a glance. **What do you dislike about Zoho CRM?** The ease of implementation can be challenging: migrating data and building complex workflows took longer than expected. New users sometimes struggle with the depth of options, which affects the ease of use until they’re trained. While customer support is generally helpful, response times during peak hours can lag, so customer support felt inconsistent at times. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM centralizes all customer interactions—leads, deals, support tickets—into a single platform. This eliminates data silos between Sales and Support, speeds up follow-up, and gives us a unified view of each account. Automations handle lead assignment and follow-up reminders, so no prospect falls through the cracks. ### 36. Review on zoho CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jay K. | Business analyst, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2025 **What do you like best about Zoho CRM?** The user experience of the platform and the feature which are available to manage the volume of customers. Majority of the platforms provide integration functionality with zoho crm. So it becomes a best choice for those who are looking for integration. **What do you dislike about Zoho CRM?** There is nothing i can say which is not suitable for my usecase. So there is no dislike about zoho CRM. **What problems is Zoho CRM solving and how is that benefiting you?** Customer management. I have big volume of customer data and it can be easily manageable in zoho CRM. There are custom field creation option and integration functionality available with majority of the platform. So it is a best choice for me. Their support is also top notch. Along with zoho CRM i use some of sub products of zoho as well those also works well like zoho CRM. ### 37. Team Lead **Rating:** 3.5/5.0 stars **Reviewed by:** Saad A. | Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2025 **What do you like best about Zoho CRM?** Zoho CRM allows deep customization — from modules, workflows, fields, to layouts. You can tailor it exactly to your sales process, which is valuable for businesses with unique needs. **What do you dislike about Zoho CRM?** Some common dislikes about Zoho CRM include its user interface, which many users find to be unintuitive or outdated compared to more modern CRMs. The platform has a steep learning curve, especially for new users or those without technical backgrounds. While it offers deep customization, configuring advanced workflows or automation often requires support or technical expertise. Some users have reported that customer support can be slow or inconsistent, particularly on lower-tier plans. Additionally, the mobile app, while functional, lacks the polish and performance consistency of the desktop version. Integration with third-party apps can sometimes be unreliable or require manual workarounds. Lastly, while Zoho offers a broad suite of tools, transitioning between them (such as from CRM to Books or Campaigns) can feel fragmented and require repeated logins or redundant configurations. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM helps solve several key problems related to lead management, sales tracking, and team coordination. It centralizes all customer and lead information in one place, making it easy to manage communication, track deals, and monitor the sales pipeline without relying on spreadsheets or multiple tools. This reduces errors, saves time, and improves follow-up efficiency. Automation features like task assignments, follow-up reminders, and workflow triggers eliminate repetitive manual work, allowing teams to focus more on selling and less on admin. It also provides real-time analytics and reporting, which helps in making informed decisions and identifying areas for improvement. For businesses, this leads to better customer relationships, faster response times, and ultimately, higher conversion rates and revenue growth. ### 38. India's first best CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Durgesh p. | Associate Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2022 **What do you like best about Zoho CRM?** It is becoming international CRM now Being used in different countries and providing very good services **What do you dislike about Zoho CRM?** Everything is good Just need to improve count of customers And do some more marketing **Recommendations to others considering Zoho CRM:** It is a cheapest CRM, so people should try it once. **What problems is Zoho CRM solving and how is that benefiting you?** We used it as a Human resource management tool. Uses the payroll management tool as well as employee management tool. It has all the required functionalities. Have import export feature as well. ### 39. Well designed for business users whoever wants to create excellence relationship with customers. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Farming | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2021 **What do you like best about Zoho CRM?** Zoho CRM has improved a lot recently. I really like the updated Canvas view for customizing layouts, the more accurate Zia suggestions, and the improved mobile app experience. The new CommandCenter features give better customer journey visibility, and the updated integration panel makes syncing apps much easier. Overall, it feels more polished and efficient compared to earlier versions **What do you dislike about Zoho CRM?** Zoho CRM is powerful, but need improvement in the UI, and automation workflows get complex quickly. Reports could look more modern, and the mobile app needs more flexibility. Support response time and integration troubleshooting can improve too. Overall it’s a great CRM, but polishing these areas would make it even bette **What problems is Zoho CRM solving and how is that benefiting you?** Customers data ### 40. Affordable Solution with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2025 **What do you like best about Zoho CRM?** It's affordable. Specially as we grow and with n number of staff - an affordable option such as this did help us to a big extend when it came to cost cutting. **What do you dislike about Zoho CRM?** I do not like the UI, the customer service is poor. It just feels like you need to talk to multiple 100 people to sort something. **What problems is Zoho CRM solving and how is that benefiting you?** Sales management. Recording leads, keep track of prospects, sales records, team management ### 41. Flexible, Secured CRM solution for large businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Hemang R. | Assistant Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2025 **What do you like best about Zoho CRM?** User management and User experience are the best aspects of Zoho CRM. It is also easy to add custom functions. **What do you dislike about Zoho CRM?** Fetching reports in combination of multiple modules is a challenge and thus little difficult to get a view of complete sales funnel. **What problems is Zoho CRM solving and how is that benefiting you?** Since the incorporation of Zoho CRM in our processes, we have seen better transparency for the leads that anybody in the organization is working upon. It has helped us reduce duplication of the efforts, enabled us in tracking the end-to-end sales cycle, performance tracking of the sales & marketing teams, centralized data management (which was fragmented earlier), visibility of opportunities of cross sell & up-sell, and a lot of other things. All of these were the challenges earlier. ### 42. Zoho CRM is Good For Day to day use **Rating:** 4.5/5.0 stars **Reviewed by:** Parth G. | Business development lead, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Zoho CRM?** It reminds me of follow-up, integrates with Zoho Mail, and helps in assigning tags for my leads, i use it on a daily basis, and it is good. **What do you dislike about Zoho CRM?** Little bit slow, can't assign new tags to old contacts, for which i have created deal. **What problems is Zoho CRM solving and how is that benefiting you?** It helps me know about the sales pipeline by creating deal, better than hubspot, and adding bulk lead is easy ### 43. Effortless Record Management That Reduces Workload **Rating:** 4.5/5.0 stars **Reviewed by:** Rahul K. | Senior inside sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2025 **What do you like best about Zoho CRM?** It helps to reduce the workload of keeping all the records of the person rather than helping to maintain a good systematic record of the person **What do you dislike about Zoho CRM?** Sometimes it hangs and the system gets stuck and it has a lot of options so understanding everything is a great difficulty **What problems is Zoho CRM solving and how is that benefiting you?** It's helping to keep a track of the people by helping to maintain when to follow up with the person ### 44. This is one of the best CRM which we use till date, I'll tell the best in Market now. Period **Rating:** 5.0/5.0 stars **Reviewed by:** Rohit K. | Sr Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Zoho CRM?** The easy interface and the way a lead can be converted into a deal, along with the process and the entries available, make our operations remarkably simple. Also its easy implementation with the calling app, also anytime anywhere customer servies and support are the most highlighted ones. Also we use the software frequently in our operations **What do you dislike about Zoho CRM?** Nothing much to say actually, we really love the systems. So no negatives about it **What problems is Zoho CRM solving and how is that benefiting you?** Lead tracking, and especially making it to a deal and the ones which we have lost, all can be tracker under this system ### 45. Zoho CRM: User-Friendly, Feature-Rich, and Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Hrishikesh P. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Zoho CRM?** The best user-friendly software and very much easy tom implement. Thier customer support is so supportive, and we use it very frequently. There are so many features in Zoho CRM and it is very easy to integrate **What do you dislike about Zoho CRM?** No issues with the software and one of the best CRM to use **What problems is Zoho CRM solving and how is that benefiting you?** No problems to point out currently ### 46. Good CRM for all kind of business **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek C. | SDR, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2025 **What do you like best about Zoho CRM?** The intigrations, New AI capabilities and support **What do you dislike about Zoho CRM?** better and fast support less time to reslove queries **What problems is Zoho CRM solving and how is that benefiting you?** Our complete sales pipeline is being managed with the ZOHO CRM ### 47. Needs Better Support and More Flexible Pricing **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Zoho CRM?** Honestly, we only still use it because of inertia. If it were not for the large investment of time and money to switch, we would not use Zoho CRM **What do you dislike about Zoho CRM?** Unhelpful customer service. Expensive and inflexible pricing. Limited usefulness in the most basic pricing tier. There is a steep learning curve to using this CRM. **What problems is Zoho CRM solving and how is that benefiting you?** Keeps our customer data organized, searchable, etc ### 48. Powerful, Customizable CRM at a Great Value **Rating:** 5.0/5.0 stars **Reviewed by:** Shahajad k. | Business Analyst -Lead Generation Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 26, 2025 **What do you like best about Zoho CRM?** It’s powerful, flexible, and affordable** compared to most CRMs. **What do you dislike about Zoho CRM?** A common downside is that the interface can feel cluttered** and has a learning curve especially for new users. Setup and customization can take time to get right. **What problems is Zoho CRM solving and how is that benefiting you?** It solves disorganized data and manual sales work, helping you save time, stay organized, and close deals more efficiently. ### 49. Feature Rich CRM for Small Businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Zoho CRM?** I like the additional integration of AI within the product. The AI enhancements allow us to predict better outcomes within our processes. **What do you dislike about Zoho CRM?** Zoho CRM is continuing to meet my expectations. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM provides my firm with a centralized place to store and manage our leads and marketing efforts. It also connects our email and other communications with our sales process. ### 50. Beautiful Interface and Effortless Lead Management **Rating:** 4.5/5.0 stars **Reviewed by:** Rohit G. | Trainee - Software Testing, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about Zoho CRM?** The best thing about Zoho CRM is their clean and beautiful interface.Tasks like adding leads, tracking deals, and managing contacts are very easy to learn. **What do you dislike about Zoho CRM?** Sometimes it acts very slow during the peak hour. The CRM can feel slow while loading records or dashboards. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM solving the problem of scattered customer data. Zoho CRM provides centralized data, and real-time dashboards, it improves productivity, increases conversions, and makes our workflow much more organized. ## 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=4&src=leap§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+10%3A55%3A10+-0500&secure%5Bsession_id%5D=214873e8-676b-46be-841b-d37be9dd26ab&secure%5Btoken%5D=ac49ef75e81446501cafb9fcaebee7b59363de92890e1becf6d4062d11856389&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 (24,688 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,301 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)