Zoho CRM Reviews & Product Details

Zoho CRM is very flexible and customizable, which helps in managing leads, pipelines, and customer data in a structured way. I particularly like how everything is centralized—emails, calls, notes, and deals are all in one place. The automation features like workflows and follow-ups save a lot of manual effort, and the integration with other Zoho tools makes it even more efficient. It’s also cost-effective compared to other CRMs while still offering strong features. Review collected by and hosted on G2.com.

The main challenge is the learning curve, especially during the initial setup. The interface can feel a bit cluttered with too many options, which makes it slightly difficult to navigate at first. Some advanced customizations also require technical understanding, and customer support can sometimes be inconsistent depending on the issue. Review collected by and hosted on G2.com.

I use Zoho CRM for multiple purposes like booking opportunities, tracking them, and gathering reports for analysis. It really eases my work in analyzing reports and understanding opportunity stages. I find the User Interface really easy to work with. As a pre-sales person, I have to connect with many people through calls and meetings, and Zoho CRM helps me keep track of those calls and meeting notes, which I really like. It also offers an option to add tasks, which helps me remember my tasks and calls. The setup was really user-friendly, and I think it covers almost all the features I need. Review collected by and hosted on G2.com.

May be its refresh rate can be increased Review collected by and hosted on G2.com.

I love the amount of filtration I can do with Zoho CRM and how simple the UI and UX are. The usability is very straightforward. The best part is I can easily integrate Zoho CRM with Zoho Analytics to visualize all the metrics. Review collected by and hosted on G2.com.

So Zoho CRM has a slight learning curve, I would say. So initially, it might be too much for a new user, but once you get a hang of it, it is straightforward. Review collected by and hosted on G2.com.

I like that Zoho CRM's charges are transparent and clearly listed on the website, which I find to be a very good thing. The integration with other apps is also good, making it more versatile for my needs. Additionally, the initial setup was very easy and good, which really helped in getting started without any hassle. Review collected by and hosted on G2.com.

including more AI features is good for the platform Review collected by and hosted on G2.com.

I like that Zoho CRM allows me to effectively manage all the requirements needed for lead management and pipeline business efficiently in one place. The ability to access everything needed, from the source of a lead to its closure, confirmation of a deposit, and follow-up tasks, provides an efficient overview of the time it takes to complete a particular inquiry. It also helps in identifying possible areas of improvement. Review collected by and hosted on G2.com.

I think that integrating AI into the email format would be helpful in ensuring that replies are faster and more efficient. Review collected by and hosted on G2.com.

What I like best about Zoho CRM is how intuitive and customizable it is, allowing me to manage leads, activities, and pipelines efficiently in one place. The automation features help reduce manual work and ensure timely follow-ups, which improves productivity and consistency. I also appreciate the integrations with other tools, which make it easy to keep all customer data aligned and up to date. Review collected by and hosted on G2.com.

One drawback of Zoho CRM is that some advanced features have a learning curve and can take time to configure properly. At times, the interface can feel a bit cluttered when managing complex workflows, which may slow navigation. Additionally, certain customizations or integrations require more setup than expected. Review collected by and hosted on G2.com.

I like that it has a system for accounts, and within each account you can have contacts. This makes it easier to understand which ICP we’re currently working with and how we can manage the pipeline accordingly. Review collected by and hosted on G2.com.

I don’t dislike it, but it would be great if there were a better wayor a clearer reporting systemto understand the activity of the person using it. Also, having a procurement stage built into the system would be a big improvement. Review collected by and hosted on G2.com.

What I like most about Zoho CRM is how simple and practical it is for managing the entire sales process. It helps keep leads, follow-ups, emails, and pipeline activity organised in one place, which saves a lot of time. The automation features and customisation options are also very useful without being overly complicated. Review collected by and hosted on G2.com.

Some parts of the interface can feel a bit outdated, and certain advanced features take time to set up properly. Reporting and integrations could also be a little more intuitive for new users. Review collected by and hosted on G2.com.

Zoho team changed UI/UX now it's looking more modern and cleaned view and ZIA become more advance giving prediction on deals, best timing for emails and calls they added now Teamspace that great add on where we can now create multiple space so Account manager now only able to see those module which we have assigned and arrange them on there needs, not ZIA has smart prompt and voice of the customer that great add On what I like most Is CPQ product configurator, Price Rules and guided selling these are new and very helpful or us. And for new more features that they have added is we can Customize Canvas but it's not that much optimise friendly previously for custom button we have to use HTML code thanks to KIOSK now. Sometime those HTML not worked but Kiosk never faild it's worked all the times. They have also added Connected workflow now we are able to connect Two module Review collected by and hosted on G2.com.

There is lots of improvement areas from the point of view from as Marketer we have integration with pagesense but it failed to push the users information like visit info website info, time spent etc from zoho forms to pagesense to zoho crm. Due to this our product manager failed give personalised recommendation to the customers. And there UI/UX is still not beginner friendly like hubspot. This zoho CRM is very advance sometime our Account manager gets confused. And there is no options to delete some sections from the module like social we re not using its unnecessary adding a space on modules and main problem is what we are facing is lack of support from the CRM team, ZOHO One support team on integration issues like Email configuration with Outlook from IMAP or Graph API in our organisation account in all the Licences we are facing a Outlook email Syncs issues some email getting synced some not. No support from Zoho Team. These are the area where they need to improve. I will add more if I faced more issues Review collected by and hosted on G2.com.

I like that Zoho CRM was relatively easy to use, but it just needs to grow more. Review collected by and hosted on G2.com.

I didn't have the best experience with Zoho CRM because it lacked text integration, which caused problems. Things weren't as streamlined and seamless. When emailing a client, it would have been helpful to send a text message too, but there was no option for that. It could be really complicated depending on the tab you were in, and not all options were available unless you were directly on the lead. The initial setup was very complicated, leading us to cancel it. Review collected by and hosted on G2.com.