---
title: Zoho CRM Reviews
meta_title: 'Zoho CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 2943 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: 2943
  scale: '5'
date_modified: '2026-07-28'
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:** 2,943
## 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 &amp; service, inventory management, reporting &amp; 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&#39;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. Simple, Intuitive Interface That’s Easy to Use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Frederic M. | Regional Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 09, 2026

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

User interface is simple and intuitive. Very easy to use.

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

Custom changes are very complicated to do internally. Not easy at all.

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

Client account Management and follow up

  ### 2. One of the best CRM software on cloud

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.)

**Reviewed Date:** January 06, 2022

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

The AI enabler is a powerful feature that helps automate workflow actions while generating intelligent predictions and insights.

The mobile app interface has significantly improved and is much better than in previous releases.

The new Marketplace module makes it easier to extend out-of-the-box features to meet specific customization requirements.

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

The AI capabilities can be further enhanced to accelerate development and better align outcomes with business requirements.

Improved visibility and robustness in debugging tools would help effectively manage and troubleshoot single points of failure.

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

To analyze my sales data and get some insights.

  ### 3. Clear, Customisable UI That’s Easy to Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jithin J. | Lead - Customer Success Data Analysis and Process Insights , Mid-Market (51-1000 emp.)

**Reviewed Date:** January 22, 2026

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

The UI is clear and customisable, with a simple, direct layout that’s easy to use.

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

There isn’t much to dislike about Zoho CRM; it’s pretty good overall.

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

Lead capturing through multiple channels, along with CRM features.

  ### 4. A Fun and Refreshing Alternative to Salesforce

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tyric H. | Account Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 07, 2026

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

I found it to be an enjoyable and refreshing alternative and easy implementation compared to competitors like Salesforce.

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

This product isn't really suited for larger organizations.

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

This platform made it easier to address issues by bringing together multiple components in one place.

  ### 5. Zoho Crm Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Muneeb  A. |  Virtual Assistant.  Social Media manager, Business Developer, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 11, 2025

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

-Easy to manage leads and contacts

-Good for tracking follow-ups and deals

-Customizable to fit my needs

-Works well with email and other tools

-Dashboard is clean and helpful

-Automation saves a lot of time.

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

-Some features are a bit hard to find at first

-Takes time to learn all the settings

-Mobile app can be slow sometimes

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

Zoho CRM helps me track every interaction with leads — emails, calls, tasks — so I never miss a follow-up. It keeps all conversations in one place, which makes staying organized much easier.

It stores all my client info neatly, helps me manage deals stage by stage, and shows me what to do next. I can also see full history with each contact, which helps build better relationships and close deals faster.

  ### 6. The useful crm and pocket friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 30, 2025

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

In zoho crm managing the lads deals followups are very easy and the meeting feature integrated with the crm gets the best out of it that we dont need to depend on any other platform for the meeting we use crm to connect with our clients through zoho meetings and the crm is user friendly anyone can work on it by just having 1 day training. The customer support is also good they always try to help and the query resolved. And the ease of implementation is also simple as we have migrated from fresh sales. And me and my team use it on daily basis.

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

The things we dont like is sometime when we had a meeting with the client that recording doesn't capture we have to manually update it. I know this can be a bug but facing from quit a long time this issue.

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

The zoho CRM primary resolving our lead managing process and the application they have like it is good as anything as all the feature we have like if we want to connect on a call zoho meeting is there we have to save the password zoho vault is there writing notes zoho book is there I mean everything zoho is covering as we have taken zoho one in which we are using almost everything sprints projects zoho books everything. It is resolving our everything like sales, accounts, IT task everything.

  ### 7. Great Integrations and Performance, but Customization Can Be Tricky

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 26, 2025

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

ZohoCRM stands out as one of the top CRMs available today. I appreciate its native integration features and the strong performance it delivers.

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

Customizing ZohoCRM is quite challenging and often requires assistance from a third party.

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

We use this tool to collect our leads and keep track of sales. It helps us organize our contacts and monitor our sales progress efficiently.

  ### 8. I have been using Zoho CRM for over 13 years and have witnessed its constant evolution.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Fabio A. | Director de comercialización, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 28, 2025

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

The intuitive interface, ease of use, and its mobile application, which allows managing clients and business processes from anywhere.

What is the most useful aspect of Zoho CRM?
The customization of modules, task automation, and integration with other applications in the Zoho ecosystem make it a very comprehensive solution for business management.

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

Some consumption limitations, especially in storage and certain usage caps, can restrict the experience in basic or medium plans.

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

Losing business opportunities due to not having clear control over your leads and prospects. Solution with Zoho CRM:

Automatic lead registration

Follow-up reminders

Visual pipelines to manage opportunities

Sales task automation

  ### 9. Great system to tracks the daily calls & revenue generated by  Sales Team Members

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ridhima M. | Marketing Manager, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 31, 2019

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

Zoho CRM has a great dashboard which can help you track daily sales with sales person & revenue . Set a healthy competition with the team. It also tracks the number of calls done by the sales team. Weekly monthly & monthly top contribution sales person. 

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

If the CRM access is opened to all users, lead access, the user can delete the comments by the other users. Also, customizing the dashboard take a lot of time. Zia needs a lot of training to start helping with the schedule. 

**Recommendations to others considering Zoho CRM:**

You can integrate with other Zoho apps such as zoho social & sales iq & track leads easily

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

Zoho CRM is  a single source of truth for all sales leads data at a single place and visibile to all including the immediate boss of the sales rep and to senior management. Helps to have a birds view to all the data such as forecasts, pipelines and deal closure status for the sales leads created and revenue generated.

  ### 10. An excellent value-For-Money CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ganesh S. | GM Technical Support, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 06, 2025

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

User-friendly interface, quick configuration, very easy to implement and get started, excellent customer support

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

A better way to display data, make it customisable to suit individual needs(partly implemented), and an easier and intelligent way to create reports nad be more generous with the limits set for various special features.

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

It has made the entire sales process from lead capturing to lead monitoring along with closure easier. With a seamless integration with other Zoho products like Cliq and Desk it has made customer support quicker and informing the field team with timely information

  ### 11. Reliable CRM with strong customization and good value for money

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** January 14, 2026

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

easy to customize, clean UI, simple workflow automation, good Zoho app integration, value for money, flexible modules, easy to use

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

initial setup can be time-consuming, advanced features feel complex, reporting customization has limits, UI can feel cluttered at times, slower performance with large data, integrations need manual tweaking

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

lead and contact management, sales pipeline tracking, task and follow-up reminders, basic automation of sales processes, centralized customer data, better visibility for the team

  ### 12. Zoho CRM

**Rating:** 3.5/5.0 stars

**Reviewed by:** Afthaab W. | Sales representative, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 11, 2025

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

most helpful things about ZOHO CRM Centralised Lead & Contact Management,Customisable Workflows and Processes, Good Analytics, Dashboards & Reporting. 

Upside of using ZOHO CRM Cost-Effectiveness / Affordable Entry, Strong Feature Set, Even in Lower Tiers, Customisation & Flexibility.

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

Least helpful to me about ZOHO CRM is Occasional Bugs & Glitches,

Some downsides of using ZOHO CRM Steep Learning Curve & Setup Effort, Interface / Usability Issues

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

ZOHO CRM allows consultants to save, update and track sales information and customers purchases

  ### 13. Zia AI Update Is Truly Helpful

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sarwar A. | Sr. Yield Optmization Analys, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 22, 2026

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

recently its added zia ai it is helpful, blueprint, canvas etc

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

inconsistent functionality, too many clicks at some places, many bugs

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

we used zoho crm for marketing operation data

  ### 14. Powerful CRM but UI and learning curve needs attention

**Rating:** 3.0/5.0 stars

**Reviewed by:** Sahin A. | Software Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2025

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

Zoho CRM have good feature set specially with lead tracking, deal pipeline, automation rules, integration with other Zoho tools. Reports and Dashboard customization is also helpful. A lot is available in free plan also which is good for small scale businesses.

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

The UI feels a bit outdated and slow specially when there is a lot of data or multiple tabs are open. Loading takes time and navigation can be confusing for beginner users. The mobile app experience also feels inconsistent. The onboarding experience and tool tips could use further improvements.

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

It streamlines my sales and lead tracking. Tracking lead status, checking deal progress, scheduling follow ups became easy. Analytics features let us know which leads are converting and which are not. All these things save time and increase productivity.

  ### 15. A very good CRM software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ignazio P. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 27, 2025

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

Zoho is a fully customizable platform and proves useful for any industry.

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

Sometimes it presents bugs or inconsistencies, but in most cases they are easily circumvented.

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

Zoho CRM employed in the insurance sector is improving the management of business sales processes, solving many problems.

  ### 16. Most Flexible, Customizable, and Budget Friendly CRM in the market

**Rating:** 5.0/5.0 stars

**Reviewed by:** Elmer Don P. | Account Manager, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 11, 2025

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

It really helps us streamline our leads and deals process—from lead creation and qualification all the way to closing. It’s also highly customizable to fit our internal workflows.

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

In my nearly four years of using CRM, I haven’t encountered any significant downsides.

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

It helps our team capture leads automatically from various channels and qualify them efficiently. We don’t need any additional apps, as Zoho CRM covers the entire process from start to finish. It also allows us to generate standardized reports for both leads and sales.

  ### 17. All CRM uses available in one tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Surya N. | Sr. Associate - Customer Success, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 11, 2025

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

My day to day work is on Zoho CRM and handling customer support queries, for which it is very convenient and is used daily. The best thing that I find in Zoho CRM is that it has multiple in tools available to store data and run company's customer support queries tracking, including saving of passwords, hosting, multiple integrations etc.

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

Sometimes it is tough to find the steps while setting up the workflow or integrating. But still easy to use as compared to other CRM tools.

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

It is solving my company's customer support, sales and integration queries. Additionally helps saving passwords.

  ### 18. Zoho CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Industrial Automation | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 21, 2025

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

great flexibility, numerous customizations, support considered to be of good quality.

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

programming language for custom functions sometimes difficult, occasional bugs in document merging

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

Problems that Zoho CRM solves

- a centralized database where every contact, interaction, quote, or invoice is recorded.

- a visual pipeline that shows where each prospect is (new contact, negotiation, signature, etc.).

- automations (follow-up emails, reminder notifications, automatic lead assignment).

- each member sees updates in real-time, managers track performance.

- detailed reports and dashboards (revenue by salesperson, conversion rate, campaign ROI).

  ### 19. Best Software to run your business smoothly!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Shivam M. | Senior Digital Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 27, 2022

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

It has got little advancements......the flow and has gotten more smoother

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

For now I think they are right there.......cant think of anything which I would say they should include immediately 

**Recommendations to others considering Zoho CRM:**

Try Zoho One. It is the best.

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

To keep a complete track on Sales!

  ### 20. It was beneficial and effecient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Melbienri G. | Software Developer: Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 15, 2025

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

There are a lot. Like the automations, integrations. The only downside I can think is the learning the software itself.

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

The integrations. Some apps doesn't support natively in the CRM.

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

The Multi Currency problem and it's manual entry for foreign exchange. Also the multi currency reporting which currently doesn't support.

  ### 21. Easy and Fast Analytics Reporting with Excellent Multilingual Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mohd N. | Digital Marketing Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 17, 2025

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

I am making analytics reports for my customer. I can make the report easily on a short time frame. In the initial stage, customer support helped me a lot in integrating the feature into my language.

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

I have not experienced the same till now.

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

It saves my time  & improves customer relationships. It helps me keep all my customer information in one place, automate follow-ups, and track sales & customer journey easily.

  ### 22. Zoho user experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Priyanka D. | Business Development Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 30, 2025

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

The Integration is excellent. We have JustCall integration

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

I don't see anything that I use on Zoho that isn't working well

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

Maintaining the CRM of our leads

  ### 23. Best CRM i ever used

**Rating:** 5.0/5.0 stars

**Reviewed by:** Irshad I. | Business Development Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 31, 2025

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

Zoho is the solution for my daily work. Each tab and term is so easy to understand, and integration with our Outlook was so easy. The implementation was seamless and Zoho occupied with features fit for my daily work. i use Zoho on a daily basis for my leads and Deals creation. To date, we haven't found any issue; for any need, we always got the best customer support from Zoho.

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

As the CRM is a very large software, the loading time of it bit high. If you could help with that, that would save more time for us.

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

it gives us complete solution to track and keep my date to day work . Through tasks creation n Zoho's daily alert I could keep complete my daily task up to date.

  ### 24. Zoho CRM and Zoho Analytics

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2023

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

Discovering new ways to pull data into reports has made a difference for our data. 

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

there is a notes field in each module, being able to pull that into reports would be exteremly helpful 

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

Ability to see our orders and customers in one place.

  ### 25. Customer relationships, offering intuitive tools for sales automation, lead tracking, and analytics

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 23, 2025

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

What I like best about Zoho CRM is its flexibility and customization options. The ability to tailor workflows, dashboards, and reports to fit my specific business needs makes managing customer relationships much more efficient. I also love the seamless integration with other Zoho apps and third-party tools, which helps streamline communication, sales tracking, and data management. Plus, its user friendly interface makes adoption easy for the team.

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

What I dislike about Zoho CRM is that some features, while powerful, can be a bit complex to set up initially, especially for users who aren't familiar with CRM systems. It also takes some time to fully learn the advanced functionalities, and the occasional glitches in the mobile app can disrupt workflow. Additionally, some integrations with third party tools might require extra configuration or technical knowledge, which can be frustrating if you're not very tech savvy.

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

Zoho CRM solves the problem of scattered customer data and inefficient sales processes by centralizing everything in one platform, helping me streamline lead management, automate follow-ups, and gain valuable insights, which has boosted team productivity and improved customer relationships.

  ### 26. Best CRM with Impressive AI Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Enna T. | Senior BDR APAC, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 14, 2025

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

the best crm in market with ai capabilities

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

this is the best crm , i loved the feature

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

it helps in in monitoring data and generating marketing campaigns for leads best crm in market

  ### 27. Zoho's best software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shanmuga G. | Software Developer, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 17, 2025

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

It's clean and best, this is such a piece of software.

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

Sometimes, to use the trial period, they will ask to review their product.

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

Helping maintain customer data and an organized format.

  ### 28. Perfect for Marketing and Advertising Needs

**Rating:** 4.5/5.0 stars

**Reviewed by:** Abbas H. | Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 24, 2025

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

Comfortable usage for marketing and advertising.

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

It slows the interface when large data runs and customer support is not up to the mark.

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

Comes with time saving benefits like: Lost leads, and disconnected sales & marketing.

  ### 29. Wonderful Tool to Manage leads

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mahesh B. | data scientist, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 05, 2025

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

Flexibiility to create journeys and workflows flawlessly with minimal coding, and it is the most popular tool to manage leads from multiple source , easy to navigate and export leads.what not everything is possiblet thorugh ZOHOCRM

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

Sometimes,it is bit slow and and little pricy if youy want to give access to multiple users

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

Lead management becomes easy , calling thorugh ZOHO, creating reports is easy , exporting leads is easy , you can create powerful dashboards create funnels

  ### 30. Zoho CRM to automate workflows, track leads, and enhance customer relationship management.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Muhammad J. | Sales Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 03, 2025

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

What I like best about Zoho CRM is its customizability and automation capabilities. It allows me to tailor workflows, modules, and reports to fit specific business needs. The integration with other Zoho apps and third-party tools makes it a powerful, centralized platform for managing the entire customer journey efficiently.

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

One drawback of Zoho CRM is that its interface can feel cluttered at times, especially for new users. Additionally, while it's highly customizable, some advanced features require technical knowledge or paid add-ons, which can limit flexibility for smaller teams.

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

Zoho CRM helps solve problems like disorganized lead tracking, inefficient sales processes, and lack of visibility into customer interactions. By centralizing data, automating tasks, and providing real-time analytics, it has helped me save time, improve follow-ups, and make data-driven decisions to boost overall productivity and sales performance.

  ### 31. Experience in Zoho CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2024

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

Zoho CRM is well-liked for being flexible, reasonably priced, and having robust automation capabilities, which make it perfect for small and medium-sized enterprises.  Users adore its robust reporting capabilities, AI-powered assistant Zia for more insightful sales data, and connection with other Zoho products.  Although setup can be complicated and several advanced capabilities are only available with higher-tier contracts, the platform also has a comprehensive mobile app and an easy-to-use UI.

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

Zoho CRM's high learning curve during setup and customisation is one of the most popular complaints. At times, the UI may seem cluttered, and complex workflows or large amounts of data may cause performance to lag. The level of customer service might vary, especially for lower-tier plans. Furthermore, interfaces with third-party applications might not be as smooth as with rivals like Salesforce or HubSpot, and some advanced functions are restricted to more expensive tiers.

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

As an event manager, Zoho CRM streamlines my lead, vendor, and client communications, which helps me overcome a number of significant obstacles. It lowers the possibility of overlooked information or delayed responses by centralising all contact details, follow-ups, and interactions pertaining to events. By managing repeated processes like task assignments, quotation approvals, and email reminders, automation tools save time. Additionally, it facilitates income forecasting by tracking the sponsorship or ticket sales pipeline. All things considered, it increases productivity, strengthens client connections, and frees me up to concentrate more on organising events than managing emails or spreadsheets.

  ### 32. Zoho gives you the foundation to build on

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jerod S. | Advertisement Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 30, 2025

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

Zoho was a spectacular starting crm, it gives you the basics to start and as you grow as a company you can add and subtract areas of the CRM that help or are not helping. The team always was helpful and was quick to respond to any support or questions you may have. It grows with you as you scale up and they can integrate with a huge assortment of other software/apps. I would highly suggest this for any startups or newer businesses looking for a basic CRM and as you grow make sure some one in sales/management is watching for any holes that could be plugged.

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

I wouldn't even call it a dislike, it starts off very basic which I think is great for newer users, it allows the team to look for any add ons or missing links they may want to track, report or manage.

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

Anything we threw at it Zoho addressed and fixed, I would highly advise this to anyone looking for a solid all around crm.

  ### 33. Effortless Setup and Rich Features Enhance Our Workflow

**Rating:** 4.5/5.0 stars

**Reviewed by:** ashish s. | Sr. Head Business Development, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 18, 2025

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

Easy configuration, feature rich, integration with emails, phone logs, quick implementation and configuration as per business process.

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

complicated process for any changes or development. also cost involved

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

organized entire manul process of leads into one platform for easy tracking, follow ups, convenience to connect customer using web or mobile both.

  ### 34. Zoho CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Shalini K. | Director of Customer Success -Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 10, 2024

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

It has more AI features with integration built in

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

Make the pricing and licensing model more attractive 

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

Keeping all of us in sync on updates and activities and reports that are helping us to make decisions about campaigns etc.

  ### 35. ZOHO crm review

**Rating:** 2.5/5.0 stars

**Reviewed by:** Maaz G. | Presence Website Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 23, 2025

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

It does the job and is decent at collecting Data and giving you relevant charts for analysis.

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

The ZOHO CRM is decent but it sometimes lacks the interactiveness and the modern feel that comes with many CRMs today. It feels like an outdated CRM.

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

It allows me to have all the information of the customer in one place which is a huge plus for an unorganized person like me.

  ### 36. The best CRM product as of now

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dhananjay W. | Management Trainee Human Resources, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 20, 2024

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

supports “signals” (events) that can come from many sources making your workflows more dynamic

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

Improve automation flexibility by allowing more cross-module triggers and AI-driven suggestions without complex setup

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

As of now I have found Zoho error free

  ### 37. Great CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kevin S. | Principal Sales Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 23, 2025

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

Very robust CRM that does everything you need it to from a sales perspective. 

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

If they can match the integrations that Salesforce has that would good for them. 

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

Keeping track of all client related calls and infomration

  ### 38. Best Lead Generation Tools

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gabriel C. | Sales and Marketing, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 15, 2025

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

It is user-friendly interface with customizable dashboards, comprehensive sales and lead management tools.

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

Some technical aspects that need professional help from IT expert to customized the interface.

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

Generating leads and client data base management as well as sales forecasting.

  ### 39. Best CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** PREM R. | Data Scientist, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 01, 2023

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

CRM has highest accuracy for storing quality data. Never faced data leakage concern 

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

Price can be reduced. But overall is great.

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

Compare to market Zoho price is lesser and provide variety of services

  ### 40. Great Data Management, But Filtering Needs Improvement

**Rating:** 3.5/5.0 stars

**Reviewed by:** Saurabh S. | Senior Relationship Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 18, 2025

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

Its user interface and to manage the data properly

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

Sometimes hard to find the correct filter to fiter the data

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

To managing and enganging with the leads at correct time

  ### 41. Increased implementation time for many customizable properties

**Rating:** 2.5/5.0 stars

**Reviewed by:** Jessica C. | Customer Support Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 29, 2025

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

One of the things I loved most about Zoho was that it has many customizable sections. It was so helpful to go in and create new forms or flows that actually pertained to our business.

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

The thing I loved most about Zoho CRM was also one of the most frustrating parts. We paid for the zoho one subscription and had what felt like endless capabilities. We needed someone to take a lot of time to research the best ways to setup our system. This would be the same issue with many solutions, but I think having the default settings was the way to go.

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

Zoho was helping us track client information for the entire company to see. Because we needed something more basic, we ultimately went a different route.

  ### 42. Great for Detailed Filtering, But Filters Can Be Unreliable

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 31, 2025

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

Details Oriented, Filters for the udage.

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

Sometime filters does not apply properly

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

Tracking

  ### 43. Zoho CRM Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 30, 2025

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

It serves as a single source of truth for your entire business, ensuring that all your information is centralized and easily accessible.

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

One limitation I’ve noticed is the restriction on editing fields within accounts when using the free forever version.

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

Effectively manage client relationships, as well as stock and inventory, with ease.

  ### 44. Best CRM for Sales Team

**Rating:** 5.0/5.0 stars

**Reviewed by:** Arul A. | Asst. Operation Manager, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 04, 2025

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

was bale to implement and intergrate all my sales activity in a simple application

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

cost is more and not that easy to use aas some time it is lil more confusing

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

It helped to me have all my hot and clod leads in one tool and helped me have a track of my prospecting activity

  ### 45. Best Tool For Keeping Customer Sarisfaction

**Rating:** 5.0/5.0 stars

**Reviewed by:** Parikshit s. | marketing, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 18, 2025

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

Easy and user friendly. It enables fast tracking of invoice and sending invoice.

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

Nothing so far as Zoho is best day to day use.

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

Making and sending quotation, invoice and customer followup.

  ### 46. The best CRM with awesome experience, so comfortable to use this

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amit S. | Head of Client Relations, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2024

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

I feel secur of my data, and the implementation process id very easy.

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

may improve in customer service part, else everything is good


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

the crm part I was facing which I get solve by Zoho CRM.

  ### 47. “From Chaos to Clarity — Zoho CRM Made It Happen”

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeevan M. | Manager Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 14, 2025

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

The integration between CRM, Campaigns, and Analytics feels seamless — it’s like having a connected nervous system across departments.

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

Occasionally, integrations need manual nudges after a major update — not deal-breaking, just something to monitor.

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

We replaced multiple siloed systems (sales tracker, marketing sheets, and lead status Excel files) with one living dashboard.

  ### 48. Effortless to Use with Outstanding Integrations

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 07, 2025

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

Very easy to use. The integration is the best part

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

Nothing wrong with the application. Would love to see more integrations

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

It is saving a lot of time logging each and every call transcript, as it does by itself with integration.

  ### 49. Zoho CRM features and review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 11, 2024

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

It has a user-friendly interface to navigate and manage leads.
Allows customization to tailor CRM to specific business needs
Has automated workflows and can send mass emails

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

The most advanced features require more expensive plans.
The platform might be complex for new users to understand.
Customer support takes longer to attend calls

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

Strealinining the sales process that could notify on a particular task
All data management at one place
Helps track and manage all the leads more effectively
Updating deals and sharing them on email feels easier

  ### 50. SDR

**Rating:** 5.0/5.0 stars

**Reviewed by:** Layan K. | Business Development Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 27, 2025

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

the upcoming tasks that reminds me what shall I do today

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

nothing, everything is perfect actually.

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

it's solving the mess, a clear easy and user-friendly experience, upcoming tasks for the day are clear so I know what will my day look like, crm notes are clear too so I know what happened earlier.


## 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=5&section=pricing&secure%5Bexpires_at%5D=2026-07-28+19%3A10%3A17+-0500&secure%5Bsession_id%5D=3d6e38bb-c967-487a-8153-976db4706592&secure%5Btoken%5D=894a9bc97f811052bc187bbc776b499f2e125701fe9cc0e27ce0d8e0e623807d&format=llm_user)
## Zoho CRM Integrations
  - [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)
  - [GoCardless](https://www.g2.com/products/gocardless/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)
  - [MySQL](https://www.g2.com/products/mysql/reviews)
  - [Nextiva](https://www.g2.com/products/nextiva/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)
  - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/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

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

**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

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

**Platform Basics**
- Templates
- Exporting
- Multi-user Access and Collaboration
- Multiple Personas
- Data Analytics 

**Content**
- Document Collaboration
- Versioning
- E-Signature
- File Request
- Feedback

**Lead Monitoring**
- Features
- Performance
- Identification

**Agentic AI - Lead Scoring**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Decision Making

**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

**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

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Pricing**
- Pricing Flexibility
- Discounting
- Commerical Rules
- Terms and Conditions
- Approval Workflow
- Renewals

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Content Management**
- Content Import
- Content Creation
- Templates
- Advanced Search
- Content Storage

**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

**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

**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

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Quoting**
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts

**Integrations**
- CRM Integration
- Social Collaboration Integration
- TV Streaming

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting

**Analytics**
- Reporting
- Alerts
- Account-Based Engagement
- Content Utilization

**Discovery**
- Lead Management
- Scoring/Ranking
- Lead Context

**Customizations**
- Email Platform Integration
- Email Scheduling
- Notifications
- Email Categorization
- Templates

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting

**Performance Analysis**
- Peformance 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

**Document Management - Insurance CRM**
- Documentation handling

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Admin**
- Configuration Ease of Admin
- Pricing Administration
- Workflow Management
- Document 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

**Management**
- Conversion Viability
- Workflow

**Administrative**
- Integration
- Employee Structure
- Behavior Monitoring

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Customization**
- Forms
- Personalization
- Templates
- Integration

**Generative AI**
- AI Text Generation

**Integrations & Reports - Insurance CRM**
- Integrations
- Reporting & Analytics

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Channels**
- Mobile User Support
- Channel Partner Support
- eCommerce

**Platform**
- Data Synchronization
- Analysis

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Learning Management - Sales Enablement**
- Sales Training 
- Sales Coaching
- Sales Onboarding

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Platform**
- CRM Integration
- Integration API
- Internationalization
- Scalability
- Reporting and Dashboards
- ERP Integration

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Revenue Enablement - Sales Enablement**
- Cross-Functional Alignment
- AI and Automation
- End-to-End Customer Journey Insights

**Generative AI**
- AI Text Generation

**Generative AI - cpq**
- Dynamic Quoting
- Dynamic Pricing
- Personalized Sale Recommendations

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Employee Features**
- User Profiles
- Notifications
- Mobile

## 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 (24,676 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,278 reviews)
  - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,198 reviews)

