---
title: Zoho CRM Reviews
meta_title: 'Zoho CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 2946 reviews by the users' company size, role or industry
  to find out how Zoho CRM works for a business like yours.
aggregate_rating:
  rating_value: 4.1
  review_count: 2946
  scale: '5'
date_modified: '2026-08-08'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Zoho CRM Reviews
**Vendor:** Zoho  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.1/5.0  
**Total Reviews:** 2,946
## About Zoho CRM
Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.



## Zoho CRM Pros & Cons
**What users like:**

- Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive. (271 reviews)
- Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience. (172 reviews)
- Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly. (140 reviews)
- Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications. (116 reviews)
- Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools. (115 reviews)
- Helpful (102 reviews)
- Customizability (99 reviews)
- Customization (95 reviews)
- Integration (93 reviews)
- Intuitive (91 reviews)

**What users dislike:**

- Users find the **learning curve challenging** , especially with advanced features that require time to master. (112 reviews)
- Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems. (71 reviews)
- Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality. (70 reviews)
- Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems. (68 reviews)
- Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries. (67 reviews)
- Users find the **slow loading** times frustrating, impacting their efficiency and overall experience with Zoho CRM. (62 reviews)
- Limited Customization (61 reviews)
- Slow Performance (59 reviews)
- Not User-Friendly (52 reviews)
- Poor Interface Design (49 reviews)

## Zoho CRM Reviews
  ### 1. Easy to Use CRM with a Strong Feature Set and Fast, Affordable Onboarding

**Rating:** 4.5/5.0 stars

**Reviewed by:** Abhishek K. | Senior Manager - AI Products and Program Head, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2026

**What do you like best about Zoho CRM?**

Ease of use and feature sets which this CRM provide and also the onboarding speed with less price compared to the peers.

**What do you dislike about Zoho CRM?**

Multi tenant could be a potential value addition in the feature sets.

**What problems is Zoho CRM solving and how is that benefiting you?**

Easy onboarding and many features sets of email workflows, contact history available in unified way. This saved lots of time in operations.

  ### 2. Easy daily sales records

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aanya S. | Project Manager, Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about Zoho CRM?**

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.

**What do you dislike about Zoho CRM?**

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.

**What problems is Zoho CRM solving and how is that benefiting you?**

Zoho CRM is helping solve a few key challenges for us mainly around tracking leads, managing follow-ups, and keeping customer data organized. Before, a lot of things would fall through the cracks, especially when juggling multiple clients. Now, everything's in one place, and we get reminders, updates, and insights that actually help us close deals faster and build stronger relationships. It saves time and brings a lot more clarity to our day-to-day work.

  ### 3. Affordable CRM with Great Customer Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sourabh S. | Content Writer at TechRadar, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 02, 2026

**What do you like best about Zoho CRM?**

Its is cheaper than other CRM + customer support is good overall.

**What do you dislike about Zoho CRM?**

There is nothing like disliking, but If my suggestion matters then I would say number of contacts can be improved specially for first time users.

**What problems is Zoho CRM solving and how is that benefiting you?**

I am using Email service, scheduling emails, getting reports, creating templates are much easier and benefiting.

  ### 4. Zoho: Easy to Use, Feature-Rich, and Excellent Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sudeep P. | Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about Zoho CRM?**

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.

**What do you dislike about Zoho CRM?**

no issues as of now, will inform if we face any challanges in the future

**What problems is Zoho CRM solving and how is that benefiting you?**

We are able to easily track the leads and manage them. This also helps us to keep a record of the interactions, upload pictures and contracts and vendor information too. Zoho analytics is also really nice and it's very easy to get customized reports

  ### 5. Zoho CRM a complete and user-friendly tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Margarita M. | Consultor , Consulting, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 23, 2024

**What do you like best about Zoho CRM?**

Zoho CRM has improvements in the way of designing and controlling the customer journey and allows automation between modules and areas. It has improved its design, responsiveness, and accessibility.

**What do you dislike about Zoho CRM?**

Improve the dashboards to more executive visualizations. Improve the performance of large reports and complex segmentations.

**What problems is Zoho CRM solving and how is that benefiting you?**

It's complicated if you don't have a good internet connection.

  ### 6. Effortless Client Management from Lead Generation to Closed Deal

**Rating:** 4.5/5.0 stars

**Reviewed by:** Omkar B. | Finance Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 16, 2025

**What do you like best about Zoho CRM?**

It helps to maintain database for all your clients and manage the action plans from generating lead to closing it as closed won deal.

**What do you dislike about Zoho CRM?**

Nothing specific that I dislike at the moment

**What problems is Zoho CRM solving and how is that benefiting you?**

It helps to maintain database for all your clients and manage the action plans from generating lead to closing it as closed won deal. You can track the client and deals with various stages and with the help of reporting you can make different sales strategies to increase the revenue.

  ### 7. Flexible and Efficient CRM with a Steep Setup Curve

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anamika S. | Corporate Manager at Entrepreneur One Magazine, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 01, 2026

**What do you like best about Zoho CRM?**

I like how flexible and practical Zoho CRM is for day-to-day business use. The lead pipeline and automation features are the most useful to me.

**What do you dislike about Zoho CRM?**

One area in Zoho CRM that could be improved is the initial setup and customization, which can feel a bit complex for new users.

**What problems is Zoho CRM solving and how is that benefiting you?**

Zoho CRM is flexible and practical for day-to-day business use. The lead pipeline and automation are very useful.

  ### 8. Efficient Automation with Zoho CRM

**Rating:** 4.0/5.0 stars

**Reviewed by:** CARLOS Q. | CEO, Medical Devices, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 19, 2026

**What do you like best about Zoho CRM?**

I like that Zoho CRM helps me organize and automate sales and customer service processes. I appreciate the customer satisfaction monitoring and support ticket logging, which are really useful. I also highly value the lead capture from web forms and social networks, as it facilitates the workflow.

**What do you dislike about Zoho CRM?**

some improvement in the user interface, make it a bit more intuitive

**What problems is Zoho CRM solving and how is that benefiting you?**

I use Zoho CRM to organize and automate sales and customer service. It reduces repetitive tasks like sending emails and generating reports, and allows me to monitor customer satisfaction.

  ### 9. Ultimate All in one Business Solutions.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Prabhat a. | Customer support, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2024

**What do you like best about Zoho CRM?**

Zoho CRM offers smoother automation, better reporting and an improved mobile experience. Its integration with other Zoho apps is seamless, making everthing easier to manage. still very efficient, user friendly and cost-effective.

**What do you dislike about Zoho CRM?**

Zoho CRM is great overall but there's still room to improve the speed of the interface and make some advanced features easier to use for beginners.

**What problems is Zoho CRM solving and how is that benefiting you?**

Zoho one help us streamline operations by consolidating multiple tools into a single platform. It simplifies task and improves productivity, Saves time and reduce cost.

  ### 10. Streamlines Sales and Customer Tracking, with Strong Customization—Advanced at Times

**Rating:** 3.5/5.0 stars

**Reviewed by:** Roshni K. | Marketing manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 07, 2026

**What do you like best about Zoho CRM?**

It helps me streamline overall sales process, customer interactios tracking, it also helps in provding strong customization options

**What do you dislike about Zoho CRM?**

advanced integrations require manual setup and mobile experience should be more enhanced

**What problems is Zoho CRM solving and how is that benefiting you?**

its cost effetive solution that helps me streamline lead management, automate workflows, that will improve sales visibility.

  ### 11. zoho might be for you

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kendall S. | Customer Success Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 25, 2025

**What do you like best about Zoho CRM?**

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.

**What do you dislike about Zoho CRM?**

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.

**What problems is Zoho CRM solving and how is that benefiting you?**

keep track of customer forms and integration

  ### 12. Seamless All-in-One Integration with Powerful Customization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gaurav M. | Business Development Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 16, 2025

**What do you like best about Zoho CRM?**

This is a seamless integration tool that allows you to manage your company’s live chat, desk, and deals all in one place. It also offers customization options with Slack and Jira, making it easier to tailor the platform to your workflow.

**What do you dislike about Zoho CRM?**

The software has a steep learning curve, especially when it comes to its complex customization options.

**What problems is Zoho CRM solving and how is that benefiting you?**

With Zoho CRM, you can oversee your company's sales performance, manage live chat, and track leads and deals all in one place.

  ### 13. A Reliable and Feature-Rich CRM for Daily Business Use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Prasanta Kumar S. | Software Engineer, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** January 06, 2026

**What do you like best about Zoho CRM?**

Zoho CRM is easy to use and has many useful features in one place. It helps manage customers, leads, emails, and sales activities smoothly. The dashboard is clear, and automation saves a lot of manual effort.

**What do you dislike about Zoho CRM?**

Some advanced features take time to understand and need proper setup. The UI can feel a bit complex at first, and customization sometimes requires technical knowledge. Performance can be slow when handling large data.

**What problems is Zoho CRM solving and how is that benefiting you?**

Zoho CRM helps organize customer data, track leads, and manage the sales process efficiently. It reduces manual work, improves follow-ups, and gives better visibility into sales performance, helping make informed business decisions.

  ### 14. Comprehensive solutions by Zoho CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gouthami K. | Email Marketing Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 15, 2024

**What do you like best about Zoho CRM?**

Recent UI improvements of ZOHO made to improve with smooth navigation process and making daily tasks more efficient and also made the loading process faster.

**What do you dislike about Zoho CRM?**

Zoho CRM can improve by enhancing mobile app stability and reducing occasional sync delays to ensure smoother, uninterrupted access.

**What problems is Zoho CRM solving and how is that benefiting you?**

Zoho CRM is good at "centralizing of data management". It helps me to centralize my target audience data so this helps me send the campaigns to right audience at right time.

  ### 15. Reliable, Flexible, and Highly Customizable for Managing Tasks and Pipelines

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tejasav G. | Engineer, Enterprise (> 1000 emp.)

**Reviewed Date:** February 09, 2026

**What do you like best about Zoho CRM?**

1.For small to mid-size businesses, this is a very reliable and flexible option.
2.It is very customizable how easily we can do it and manage the task , pipelines and  activites in one place.

**What do you dislike about Zoho CRM?**

Their UI/UX isn’t very user-friendly and still needs more work. I also need a bit more guidance to understand how to configure it properly.

**What problems is Zoho CRM solving and how is that benefiting you?**

1. It is very affordable and flexible.
2. It provides all my leads in one place in an easy way, and I can access customer data instantly.

  ### 16. Excellent for Data and Email Customization

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chandan S. | Business Development, Enterprise (> 1000 emp.)

**Reviewed Date:** December 16, 2025

**What do you like best about Zoho CRM?**

IT has been helpful in using it for data and email customization and easy to use.

**What do you dislike about Zoho CRM?**

I would say the interface , UI and UX design is not that compelling as compare to other product in the market.

**What problems is Zoho CRM solving and how is that benefiting you?**

They help me using for sales and marketing and lead management for sales prospective and it is overall a good tool.

  ### 17. Detailed Insights and Sales Graphs Right Inside the CRM

**Rating:** 4.0/5.0 stars

**Reviewed by:** Andrea B. | Growth, CRM, Partnership and channels DIRECTOR, Utilities, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 26, 2026

**What do you like best about Zoho CRM?**

It provides detailed information and lets me run analyses and create sales graphs directly within the CRM.

**What do you dislike about Zoho CRM?**

There is very little personalization in the fields and information we can view or fill in. Also, I’m not able to manage the commercial impacts in 360.

**What problems is Zoho CRM solving and how is that benefiting you?**

Managing a complex sale funnel and all its phases

  ### 18. Zoho-A good product for mid sized companies

**Rating:** 5.0/5.0 stars

**Reviewed by:** Harish K. | System Administrator, Financial Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 20, 2022

**What do you like best about Zoho CRM?**

Zoho CRM has been improved a lot in recent with new automation features likes workflows, marketing automations, task reminders etc.  and more meaningful integration with email sync and other third-party tools that makes it a go to tool with.

**What do you dislike about Zoho CRM?**

Zoho still have a more complex configuration to implement which can be simplify so that complexity and managing of custom fields can be easily configurable and manageable. Also, AI tools or assistant not much usable in our current plan may be unlock with higher one.

**What problems is Zoho CRM solving and how is that benefiting you?**

It have all things that an mid size company requires in a single bundle- Asset inventory, ticketing tool, knowledge base that increase team efficiency to work with better trackability.

  ### 19. Highly Customizable and Seamlessly Integrated CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Prem S. | Sr. Analyst, Mechanical or Industrial Engineering, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 07, 2025

**What do you like best about Zoho CRM?**

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.

**What do you dislike about Zoho CRM?**

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.

**What problems is Zoho CRM solving and how is that benefiting you?**

Zoho CRM helps us organize our leads and track the sales pipeline more clearly. Before, we used spreadsheets and it was easy to lose follow-ups. Now every interaction is recorded, and reminders help us respond on time. This has improved our conversion rate and team coordination.

  ### 20. Best CRM I have used and I have used a lot of them!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda S. | Ice-O-Matic Distributor of Louisiana, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 05, 2022

**What do you like best about Zoho CRM?**

The new AI, Zia, is pretty cool. It can create content directly in the CRM, which is really convenient.

**What do you dislike about Zoho CRM?**

The customer support is still less than to be desired but I seem to be able to find online help elsewhere pretty easy. 

**Recommendations to others considering Zoho CRM:**

Zoho offers multiple integrations, utilize them.

**What problems is Zoho CRM solving and how is that benefiting you?**

Email Marketing has improved since using Zoho. Easily track which emails get opened, clicked and which ones don't make coming up with an email marketing strategy flawless.

  ### 21. Zoho crm review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Surayansh S. | Enterprise Solutions Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 26, 2025

**What do you like best about Zoho CRM?**

The mostly i like is that it is very easy to use any one can learn it by working for few days the customer support is good there are multiple number of features specially the task and the reminder option is good i love it.

**What do you dislike about Zoho CRM?**

There is nothing which can be disliked about the zoho crm

**What problems is Zoho CRM solving and how is that benefiting you?**

It helps keep our records safe, it helps in our day to day task to manage follow ups add new tasks for another day and deal

  ### 22. I am such a huge advocate of the Zoho product suite!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Alex D. | Business Analyst - Technical, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 19, 2025

**What do you like best about Zoho CRM?**

Integration of AI products is helpful. Absolutely love Zoho Deluge.

**What do you dislike about Zoho CRM?**

Support is still very lacking. We have a great Account Manager which is a lifesaver as generally the support available is very basic and can be very hard to get issues resolved in a timely manner.

**What problems is Zoho CRM solving and how is that benefiting you?**

Having Zoho One allows our organisation to capture information across various products (e.g. CRM, Campaigns, Desk, etc.) and provide advanced reporting and analytics using Zoho Analytics.

  ### 23. All-in-One Platform with Room for Better Text Message Integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kenneth B. | CEO OWNER, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 21, 2025

**What do you like best about Zoho CRM?**

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.

**What do you dislike about Zoho CRM?**

The text message integrations are difficult to use and not very user-friendly.

**What problems is Zoho CRM solving and how is that benefiting you?**

We manage all our customers, and in the past, we typically relied on several different platforms to send emails and communicate with them. With Zoho, however, we are able to handle everything in one place, including sending all the necessary documents to complete our sales process.

  ### 24. A Great Central Hub for All My Activity

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jena R. | VP Strategic Account Management & Validations, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 26, 2026

**What do you like best about Zoho CRM?**

A great central hub for all my activity.

**What do you dislike about Zoho CRM?**

There’s a lot on the interface that I don’t use.

**What problems is Zoho CRM solving and how is that benefiting you?**

Pipeline visibility is key.

  ### 25. Best in class CRM for delivering enhance customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aavinashh L. | Manager Dashboards and Business Intelligence , Banking, Enterprise (> 1000 emp.)

**Reviewed Date:** November 28, 2024

**What do you like best about Zoho CRM?**

I have recently started appreciating how smoothly it integrates with other Zoho apps and the automation workflows have also made a big difference in reducing manual tasks, and the updated UI feels much cleaner and easier to navigate


**What do you dislike about Zoho CRM?**

One area that could still be better is the response time from customer support. 

At times it takes longer than expected to get resolutions, which can slow down ongoing work.

Faster and more proactive support would be a great improvement and thats only thing what i feel need improvement 

**What problems is Zoho CRM solving and how is that benefiting you?**

Its helps in automating repetative task that saves much time, helps with capabilities like email, calls and chats from single interface.

  ### 26. How good is Zoho CRM? Here is my experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Raunak K. | SEO Executive, Apparel & Fashion, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 16, 2025

**What do you like best about Zoho CRM?**

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.

**What do you dislike about Zoho CRM?**

The UI of this software is not very good.

**What problems is Zoho CRM solving and how is that benefiting you?**

Zoho CRM has helped me keep all my customer info in one place, now I don't have to find it in spreadsheets and emails. It's also taken a lot of pressure off by automating follow-ups and reminders, so I don’t miss anything important. It just makes things more organized and lets me focus more on building relationships instead of chasing details.

  ### 27. Best CRM in the market

**Rating:** 5.0/5.0 stars

**Reviewed by:** Francisco E. | IT and Energy Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 01, 2025

**What do you like best about Zoho CRM?**

It is the easiest CRM in the market. Zoho will guide you if you follow the basic information provided in their various pop-up menus and the information they request you to fill in. No need to be an expert HR/Sales person.

**What do you dislike about Zoho CRM?**

I have not found a thing that I wouldn't like.

**What problems is Zoho CRM solving and how is that benefiting you?**

It's a tool that makes it easier to eliminate the clutter and loss of information that comes with converting a lead into a customer. The ease of transferring all the information and allowing for follow-up from the very beginning when prospecting for a lead is spectacular. It has no competition in the market.

  ### 28. Easy to Navigate with Seamless Integrations

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lesedi M. | Second Line Support, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 17, 2026

**What do you like best about Zoho CRM?**

I appreciate how easy it is to navigate the platform, along with the seamless integration of other software that works hand in hand with Zoho.

**What do you dislike about Zoho CRM?**

So far, I haven’t run into any issues that would make me dislike Zoho in any way.

**What problems is Zoho CRM solving and how is that benefiting you?**

Zoho helps me properly assign both new and existing tickets, and then assists with prioritizing them accordingly. This helps me with proper time management when it comes to dealing with tasks.

  ### 29. Versatile and Flexible CRM with a Great Free Edition

**Rating:** 4.0/5.0 stars

**Reviewed by:** Chad N. | Managing Member, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 06, 2026

**What do you like best about Zoho CRM?**

The versatility of the software.  That it has a free edition if you don't need all the bells and whistles.

**What do you dislike about Zoho CRM?**

There is not really anything I can say that I dislike about Zoho CRM.

**What problems is Zoho CRM solving and how is that benefiting you?**

Keep track of Client data, better than doing it in Google sheets and having to store email templates for cold calling emails.

  ### 30. Easy-to-Use CRM for Contacts, Marketing Emails, and Insights

**Rating:** 4.0/5.0 stars

**Reviewed by:** Dylan B. | Contributing Writer, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 12, 2026

**What do you like best about Zoho CRM?**

It was an easy to use CRM that can manage your contacts, send marketing emails, track event statistics, and social and website insights.

**What do you dislike about Zoho CRM?**

Uploading lists was cumbersome. Hubspot has better sync options to reduce duplicates.

**What problems is Zoho CRM solving and how is that benefiting you?**

Sending mass emails and managing contacts and company deals.

  ### 31. Very Useful for Tracking Our Entire Sales Channel

**Rating:** 4.5/5.0 stars

**Reviewed by:** Shreya S. | Finance, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 29, 2026

**What do you like best about Zoho CRM?**

we can track our whole sales channel. found very useful

**What do you dislike about Zoho CRM?**

Not Specifically dislike, exploring more

**What problems is Zoho CRM solving and how is that benefiting you?**

Its solving integration and achieving

  ### 32. Effortless Quoting and Forecasting for Sales Teams

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sukhminder S. | Regional Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 16, 2025

**What do you like best about Zoho CRM?**

Creating quotes and making forecasts is a smooth and straightforward process.

**What do you dislike about Zoho CRM?**

From a sales manager's perspective, the ability to update multiple deals at once should be available directly on the dashboard or within reports.

**What problems is Zoho CRM solving and how is that benefiting you?**

Sales forecasting and pipeline management have been useful for me, especially when it comes to generating reports. These features make it easier to track progress and organize data effectively.

  ### 33. Easy to Use, Professional, and Well Organized

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nazia M. | TRAVEL CONSULTANT, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 17, 2026

**What do you like best about Zoho CRM?**

It’s easy to use, and it feels very professional and well organized.

**What do you dislike about Zoho CRM?**

If a passenger replies to an old email, the time isn’t calculated properly.

**What problems is Zoho CRM solving and how is that benefiting you?**

still the problem is not solved

  ### 34. Powerful CRM with Expansive Features

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nikita V. | Supply Chain Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 15, 2025

**What do you like best about Zoho CRM?**

It is a great and powerful CRM with industry standard set of features. The Zoho suite offers a large possibility to expand on existing processes and possibilities.

**What do you dislike about Zoho CRM?**

The coding language is quite troublesome.
You are locked into using Zoho experts or partners to resolve company-specific problems. There are no guidelines or knowledge base shared among users, only for basic steps and tasks.
We often found bugs related top Zoho products which resulted in wrong mass communication to customers but saw no compensation or feedback from Zoho on it.

**What problems is Zoho CRM solving and how is that benefiting you?**

Lack of quick support, guidelines, and the tool feels limited by design.

  ### 35. Feature-Rich CRM at a More Competitive Price

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tanushree B. | Senior Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Zoho CRM?**

We were evaluating Zoho as our current CRM subscription was getting out of our budget.
Zoho gives almost all features but also at a more competitive price

**What do you dislike about Zoho CRM?**

Zoho’s cross-collaboration features and the lag time can be difficult to work with.

**What problems is Zoho CRM solving and how is that benefiting you?**

It help in integration of data and sales processes at a single platform - helps with data structuring, inefficient process, insights that helps business

  ### 36. Zoho CRM - Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Reegan R. | ML Data Associate, Warehousing, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 24, 2025

**What do you like best about Zoho CRM?**

Zoho CRM makes it easy for me to customize fields, allowing me to track leads and sales more clearly. It simplifies the process of organizing customer information, making it both straightforward and effective.

**What do you dislike about Zoho CRM?**

At times, setting up Zoho CRM can feel challenging due to the wide range of available options. It takes a while to become familiar with all the features and learn how to use them effectively.

**What problems is Zoho CRM solving and how is that benefiting you?**

Zoho CRM solves the problem of managing customer data and sales in one place. It helps me to keep track of leads, follow-ups, and deals easily, so i stay organized and close sales faster.

  ### 37. Best-in-Class UI and Effortless CRM Usability

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Zoho CRM?**

the UI is the best, ease of understanding and usage makes it better than other CRMs

**What do you dislike about Zoho CRM?**

The new updates take time to integrate with the processes set within my organisation. Sometimes it causes delays in adoption of the new features

**What problems is Zoho CRM solving and how is that benefiting you?**

It is making the customer retention easy, database creation and management alongwith funnel level insights benefit it managing and growing business

  ### 38. Zoho CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rashant N. | Corporate Strategy Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 04, 2024

**What do you like best about Zoho CRM?**

Zia has made the life more productive and time saving with addition of smart prompts/advanced prediction the execution and efficiency has increased even Zia vision is a good competitor.also ux and enterprise scalability has substantially developed.

**What do you dislike about Zoho CRM?**

Basic plan is priced competitive but the add on cost remains to challenges including customer support issue lower tier plans.

**What problems is Zoho CRM solving and how is that benefiting you?**

Making customer engagement is more supportive and intuitive.

  ### 39. Makes Turning Leads into Clients More Convenient

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 15, 2026

**What do you like best about Zoho CRM?**

It helps me a lot by making it more convenient to turn leads into clients.

**What do you dislike about Zoho CRM?**

Some features require paying extra money, and there are extensions.

**What problems is Zoho CRM solving and how is that benefiting you?**

Acquiring and onboarding new clients with a smooth transition for clients.

  ### 40. Best tool for maintaining the lead lifecycle.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Prerak J. | Associate team lead, Education Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 13, 2025

**What do you like best about Zoho CRM?**

It assists me in maintaining an organized record of my leads, allowing me to easily follow up with them. I can send emails to my leads and even log call records whenever I conduct a follow-up with a client.

**What do you dislike about Zoho CRM?**

No issues as of now, it is fulfilling all my needs.

**What problems is Zoho CRM solving and how is that benefiting you?**

It helps me keep track of follow-ups with my leads. I can also check when a lead's subscription is set to expire, which allows me to create related tasks. Additionally, I am able to email my leads directly from this tool.

  ### 41. Highly Customizable Automation with Affordable, Scalable Pricing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carl W. | customer service, Entertainment, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 26, 2026

**What do you like best about Zoho CRM?**

its high customizability, extensive automation capabilities, and affordable, scalable pricing

**What do you dislike about Zoho CRM?**

Their is nothing I like least about it it's a great software

**What problems is Zoho CRM solving and how is that benefiting you?**

Zoho CRM solves core problems related to fragmented customer data, manual administrative tasks, and inefficient sales processes by providing an all-in-one, automated, and customizable platform

  ### 42. A Powerful All-in-One Business Solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Muhammad J. | Customer Service Representative, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 25, 2025

**What do you like best about Zoho CRM?**

I like best about Zoho CRM is its flexibility and ease of customization. The platform allows you to tailor modules, workflows, and dashboards to suit your specific business processes without needing extensive coding knowledge. The user interface is clean and intuitive, making it easy for new users to adopt quickly.

**What do you dislike about Zoho CRM?**

I dislike about Zoho CRM is the learning curve for new users and the occasional performance lag. While the platform is feature-rich, navigating through all the options can be overwhelming at first, especially for teams without prior CRM experience.

**What problems is Zoho CRM solving and how is that benefiting you?**

Zoho CRM is helping us solve the problem of scattered customer data, lack of follow-up consistency, and inefficient sales tracking. Before using Zoho CRM, we struggled with managing leads, remembering client interactions, and keeping the team updated on deal progress.

  ### 43. It’s cheap, but the quality is very poor.

**Rating:** 0.0/5.0 stars

**Reviewed by:** Burak B. | Marketing manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 16, 2025

**What do you like best about Zoho CRM?**

There are too many tools and integrations

**What do you dislike about Zoho CRM?**

Worst tool I have ever experienced. Connections and integrations both with in platform or Zoho modules terrible. Permissions not working. Tools shows available but when try to use it but does not working as offered. Support does not capable to solve any problems.

**What problems is Zoho CRM solving and how is that benefiting you?**

the platform claims they have all features.

  ### 44. User-Friendly Interface Makes Zoho CRM a Breeze

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ashish  K. | Sr. IT Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 07, 2026

**What do you like best about Zoho CRM?**

Zoho CRM's interface is quote easy to use.

**What do you dislike about Zoho CRM?**

The ability to use deluge functions is very complez.

**What problems is Zoho CRM solving and how is that benefiting you?**

Managing too big excel sheets is very difficult and sometimes I can lost the data if the file is deleted, but CRM is quite useful in that manner.

  ### 45. Comprehensive CRM with Strong Automation Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Devika B. | HR Operations Assistant Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 05, 2023

**What do you like best about Zoho CRM?**

I like the new automation features in Zoho CRM, including workflow automation and AI-powered sales insights, which help streamline tasks and improve decision-making.

**What do you dislike about Zoho CRM?**

Zoho CRM could improve by enhancing its reporting and analytics dashboards, making them more customizable and easier to interpret for quick insights.

**What problems is Zoho CRM solving and how is that benefiting you?**

Zoho is the one-stop solution to get the employee progress

  ### 46. Affordable and powerful CRM tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rooney L. | Marketing Analytics - Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** October 20, 2022

**What do you like best about Zoho CRM?**

With the advent of AI, the user experience has improved multifold. The agent interface from a sales end user is very useful. There are newer and enhanced reporting sections for visualizing data (customer, transaction, segmentation, etc.) on the platform

**What do you dislike about Zoho CRM?**

The workflow rules can be smoothened a bit; raising incidents for complex bugs / issues is a tedious process.

**What problems is Zoho CRM solving and how is that benefiting you?**

Helped our team in maintaining the opportunities as per the funnel. The scheduling options are quite easy with easier rules on when to design a followup email to leads and opportunities

  ### 47. Not a fan of the new layout but its still a very robust program.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Josh D. | Director of Education, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 03, 2025

**What do you like best about Zoho CRM?**

I love how the search feature can find an account with just a few letters or numbers. Excellent search feature. I love the smooth messenger and all the features it comes with including blocking reps from sending outside approved hours and it will give you a pop up and stop a text if you're sending a duplicate to the same person. 
Just a high quality CRM all around.

**What do you dislike about Zoho CRM?**

The new layout of and the sidebar are not exactly easy to understand for those not familiar with the program.
The whole new layout just feels a bit clumpy.

**What problems is Zoho CRM solving and how is that benefiting you?**

The automations and setting up paths with one button clicks for status has been great. We have learned a lot about ZOHO over the last year and every time there is an issue it ends uphaving an answer for us.

  ### 48. Perfect for Small Teams with Handy Reports and Mobile Access

**Rating:** 4.5/5.0 stars

**Reviewed by:** Srinivas R. | CoFounder CTO, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 18, 2025

**What do you like best about Zoho CRM?**

Ease of use and fitment for Small team size. Web based and mobile app for on the move usage. standard reports etc are also very handy

**What do you dislike about Zoho CRM?**

As the team increases, the requirement for advanced features is missing.Integration with other tools is pretty limited

**What problems is Zoho CRM solving and how is that benefiting you?**

ensuring leads are properly managed and go through the leads funnel

  ### 49. A Versatile Tool for Managing Customer Relationships

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 06, 2024

**What do you like best about Zoho CRM?**

At first, I didnt like the new look, but I've gotten used to it and I am starting to like it better than the previous version.

**What do you dislike about Zoho CRM?**

I feel like the reports/dashboards section is still a little clunky. It still has room to improve. I also tried the gamification module, but not really adding any value as it is very basic and lacks more in-depth customization.

**What problems is Zoho CRM solving and how is that benefiting you?**

Not a problem, but something that CRM is really helping us with is with the implementation of automated workflows that save us time and all keep consistency in our work.

  ### 50. 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.


## 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=3&section=pricing&secure%5Bexpires_at%5D=2026-08-08+06%3A34%3A04+-0500&secure%5Bsession_id%5D=739b998b-cfd6-44a0-add6-35f50e28b754&secure%5Btoken%5D=fefc6b05d3acd90a7e5d2674a67aeee9fe777ecfe4bc4fabbaf3f9c79f52a37c&format=llm_user)
## Zoho CRM Integrations
  - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews)
  - [Apollo.io](https://www.g2.com/products/apollo-io/reviews)
  - [AWS Lambda](https://www.g2.com/products/aws-lambda/reviews)
  - [Calendly](https://www.g2.com/products/calendly/reviews)
  - [Clay](https://www.g2.com/products/clay-com-clay/reviews)
  - [CloudTalk](https://www.g2.com/products/cloudtalk/reviews)
  - [CRM Assistant for Gmail™](https://www.g2.com/products/crm-assistant-for-gmail/reviews)
  - [Dripify](https://www.g2.com/products/dripify/reviews)
  - [Facebook](https://www.g2.com/products/facebook/reviews)
  - [Facebook for Business](https://www.g2.com/products/facebook-for-business/reviews)
  - [GitHub](https://www.g2.com/products/github/reviews)
  - [Gong](https://www.g2.com/products/gong/reviews)
  - [Google Ads](https://www.g2.com/products/google-ads/reviews)
  - [Google Analytics](https://www.g2.com/products/google-analytics/reviews)
  - [Google Calendar for Confluence](https://www.g2.com/products/google-calendar-for-confluence/reviews)
  - [Google Meet](https://www.g2.com/products/google-meet/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)
  - [HubSpotGA4](https://www.g2.com/products/hubspotga4/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [Jira](https://www.g2.com/products/jira/reviews)
  - [JustCall](https://www.g2.com/products/saas-labs-justcall/reviews)
  - [KrispCall](https://www.g2.com/products/krispcall/reviews)
  - [Kylas Sales CRM](https://www.g2.com/products/kylas-sales-crm/reviews)
  - [ManageEngine Endpoint Central](https://www.g2.com/products/manageengine-endpoint-central/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [Seamless (formally Seamless.AI)](https://www.g2.com/products/seamless-formally-seamless-ai/reviews)
  - [Shopify](https://www.g2.com/products/shopify/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Spendesk](https://www.g2.com/products/spendesk/reviews)
  - [Valyx](https://www.g2.com/products/valyx/reviews)
  - [Wati](https://www.g2.com/products/wati/reviews)
  - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)
  - [Zoho Books](https://www.g2.com/products/zoho-books/reviews)
  - [Zoho Campaigns](https://www.g2.com/products/zoho-campaigns/reviews)
  - [Zoho Cliq](https://www.g2.com/products/zoho-cliq/reviews)
  - [Zoho Desk](https://www.g2.com/products/zoho-desk/reviews)
  - [Zoho Expense](https://www.g2.com/products/zoho-expense/reviews)
  - [Zoho Forms](https://www.g2.com/products/zoho-forms/reviews)
  - [Zoho Mail](https://www.g2.com/products/zoho-mail/reviews)
  - [Zoho Marketing Automation](https://www.g2.com/products/zoho-marketing-automation/reviews)
  - [Zoho SalesIQ](https://www.g2.com/products/zoho-salesiq/reviews)
  - [Zoho Social](https://www.g2.com/products/zoho-social/reviews)
  - [Zoho Survey](https://www.g2.com/products/zoho-survey/reviews)
  - [ZoomInfo DaaS](https://www.g2.com/products/zoominfo-daas/reviews)
  - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews)

## Zoho CRM Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Configuration - cpq**
- Configuration Rules
- Price Configuration
- Visual Configuration

**Competition**
- Competition Templates
- Custom Competitions
- Team Competitions
- Simultaneous Competitions
- Competition Adjustments
- Awards and Incentives

**Lead Generation**
- Lead Builder
- CRM Integration
- Marketing Automation Integration
- Social Media Integration
- Data Import & Export Tools

**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Integrated Workflows**
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options 
- CRM Integration
- Calendar
- Shared Records
- Business Process Automation
- Performance Management
- Calendar Management
- Sales Pipeline Management
- Communication Management
- Campaign Management

**Customer Requirements**
- Quoting
- Configuration
- Pricing

**Platform Basics**
- 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 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

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