I found Zoho CRM to be very user-friendly, super easy to navigate, making it simple to organize client records. I really liked how I could customize it to meet our needs exactly. It was straightforward to tailor pipelines and create workflows that seamlessly connect tasks, which allowed us to differentiate client services based on their lifecycle stage. Additionally, the initial setup was super simple, with straightforward instructions and helpful support from their team. Review collected by and hosted on G2.com.

We ultimately outgrew it - our team and client load became too much, and the software was no longer functioning to the highest capacity. Essentially, there were too many cooks in the kitchen for everything - we had too many employees and too many clients, so things weren't tracking correctly. Review collected by and hosted on G2.com.

Lead routing, follow-ups, email sequences, scoring, and workflow automation help reduce repetitive admin work.

and easy to replied email. Review collected by and hosted on G2.com.

Setting up workflows, automations, and custom modules can take significant time, especially for new users. Review collected by and hosted on G2.com.

I really appreciate Zoho CRM's contextual data, which removes the guesswork from content planning. I can see real patterns in what leads care about and write directly to that, making my content feel purposeful rather than random. The integration with Zoho Social is a nice touch, allowing me to track which content actually drives engagement from real leads. It's useful for seeing which content attracts actual leads rather than just random traffic. Additionally, the initial setup was pretty straightforward, and signing up and getting into the dashboard didn't take long. Review collected by and hosted on G2.com.

The interface feels cluttered and outdated. As a writer, I only need a handful of features, but the dashboard is packed with modules like invoices and forecasts that I never touch. A cleaner, more customizable layout would make a big difference. A simplified view for non-sales users would help a lot. Something where you can hide irrelevant modules and only see what matters to your role. Less clutter, faster navigation. Figuring out where everything lives takes time, given how many modules there are. Review collected by and hosted on G2.com.

Can create custom data fields for contacts, leads, sales pipelines. Tracks all of our sales and our client and vendor contact information. Review collected by and hosted on G2.com.

Nothing - I have worked with the system years ago, and we came back to it after 4 years of using other systems. Review collected by and hosted on G2.com.

Zoho CRM is one of the more affordable CRM options available. I appreciate its ecosystem of SaaS applications, which integrate seamlessly with one another. I find it especially appealing that it offers a wide range of features at a reasonable price. Additionally, the workflow automation in the CRM allows you to send follow-up emails and reminders, which helps save a significant amount of time on repetitive tasks. Review collected by and hosted on G2.com.

The interface feels somewhat cluttered due to the abundance of tabs and options. Additionally, the user interface for creating email campaigns is not well designed. I have also noticed that emails sent as campaigns do not display properly in Gmail. Review collected by and hosted on G2.com.

Zoho CRM is quite easy to integrate with other Zoho products. It has a well made UI that's easy to understand, and even new joiners are easily trained on it because of the documents and recordings they provide. It's basically a one point solution for us. It lets me see what our customers are ordering and which product is selling more, and it helps me keep a list of customers I can reach out to via emails and SMS. It also helps me put in targeting ads with the campaigns. We use it with social products, campaigns, commerce, and we've integrated it with our ecommerce platforms and a system that helps us do the final accounting. We started with Zoho CRM and it's going really well. We found out Zoho is a partner with Startup India and provides free startup credits, and since then we've been using it and it's really great. We don't want to move. We got credits worth a lot for Zoho applications, so we're using Zoho CRM Enterprise, Zoho Commerce, and Zoho websites, basically the whole bundle. Review collected by and hosted on G2.com.

{"I think it needs to have a bit more easier integration with third party tools like Slack. But yeah. Otherwise, everything else sounds good.","AI lags a bit. But eventually, it will turn out better."} Review collected by and hosted on G2.com.

The most helpful feature for daily users is Canvas. Most CRMs look like boring spreadsheets, but Canvas is a drag-and-drop editor that lets you completely redesign the look of your CRM.

You get advanced features like lead scoring, workflow automation, and multi-currency support at a fraction of the cost of competitors like HubSpot or Salesforce. Review collected by and hosted on G2.com.

Unlike "plug-and-play" CRMs, Zoho requires a significant time investment to set up. If you don't have a dedicated admin or a tech-savvy team leader, you can easily spend weeks just trying to get the "leads" and "deals" modules to talk to each other correctly.

Getting a human on the phone who understands complex technical issues can be difficult. Support often relies on email tickets that can take 24–48 hours for a response, which is a major issue if your sales team is "down" or a workflow is broken. Review collected by and hosted on G2.com.

I use Zoho CRM for collecting leads from all platforms like ads, websites, emails, etc. I find it very helpful in task automation and it serves as a centralized data source for all teams. The business development team can directly make calls using the calling extension, and there is direct communication with customers via email, SMS, and calls. I appreciate Zoho CRM's great balance between affordability and functionality. I especially like its comprehensive feature set—automation, analytics, and integrations—all available without the complexity or high cost of many other CRM platforms. The automation features help eliminate repetitive tasks such as lead assignment, follow-ups, and status updates, which saves time and ensures no important step in the sales process is missed. Review collected by and hosted on G2.com.

Integrating different services using API is a big mess. The documentation can sometimes feel unclear or not detailed enough for specific use cases, which leads to trial-and-error during implementation. Another issue is inconsistency in API behavior or responses, which makes debugging time-consuming. Even small integrations often require multiple iterations to handle authentication, data mapping, and error handling properly. Additionally, testing and validating integrations can be cumbersome, as there isn’t always a straightforward way to simulate real scenarios. The initial setup of Zoho CRM becomes more complex and time-consuming for advanced configurations like workflows, automation, and integrations, and it requires some technical understanding to get everything working smoothly. Review collected by and hosted on G2.com.

Zoho CRM distinguishes itself through its flexibility and extensive customization options. Being able to tailor modules, workflows, and automation to fit specific business needs without requiring significant development work is a significant benefit. Its smooth integration with both other Zoho products and third-party applications helps establish a comprehensive CRM ecosystem. Furthermore, the platform’s reporting and analytics tools offer valuable insights into sales and customer data, supporting more informed decision-making. Review collected by and hosted on G2.com.

Zoho CRM offers a wide range of features, but getting started with the initial setup and configuration can be quite complex and take a significant amount of time, particularly for businesses that have more advanced workflows. Some of the features are not immediately intuitive and come with a learning curve, which can make the user interface feel overwhelming for those who are new to the platform. Furthermore, implementing certain customizations and integrations often demands technical know-how or assistance from a developer to ensure they work properly. Review collected by and hosted on G2.com.

For teams seeking control without enterprise bloat, Zoho CRM is incredibly flexible and affordable. The Zoho ecosystem's integrations are seamless, and the customization options (fields, workflows, automations) are extensive. It's excellent for tracking pipelines, activities, and follow-ups in one location for recruiting or sales operations. When properly set up, reporting is reliable. Review collected by and hosted on G2.com.

The initial setup was confusing and took me almost a week to figure out. The interface has so many options that i kept getting lost trying to find basic features like how to create custom fields or set up automation rules.

Advanced configurations need admin help or technical knowledge. i wanted to customize my pipeline stages and create specific workflows but couldnt figure it out on my own. Had to watch like 15 youtube videos just to understand the basics.

The UI isnt very intuitive. Features are buried in different menus and it takes time to learn where everything is. First few weeks i was constantly clicking around trying to find the reporting section or email templates.

Some features feel over engineered for simple TA needs. Theres so many modules and options that i only use maybe 30% of whats available. For basic candidate tracking the extra complexity makes it harder to navigate.

The mobile app feels clunky compared to desktop. When im at a career fair and want to add candidates quickly, its not the smoothest experience.

That said, once you get past the learning curve and everything is set up properly, these issues fade into the background. Review collected by and hosted on G2.com.