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

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

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

Some parts of the interface can feel a bit outdated, and certain advanced features take time to set up properly.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

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

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

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

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

Now my Zoho CRM is connected to email as well as wordpress elementor form. Even now i update the lead status and its notes in real time and my team member can review it. Sometimes i use Social feature of the Zoho CRM to post on linkedin, facebook simultaneously. I use this crm twice a day Review collected by and hosted on G2.com.

The report generation is little confusing sometimes as example we want the TAT for the pre-lead to lead, that we cannot automatically calculated. if there is any option which can calculate the days of pre-leads coming in and converting to leads that will be good for us. Review collected by and hosted on G2.com.

I liked the extensibility of Zoho CRM - it has lots of modules that allow us to manipulate customer data for different purposes. These modules helped us to categorize customers and leads based on contact frequency, and whether they have been marketed to. It also allowed us to sync data from other systems like ZoomInfo to include information we didn't have at hand in their contact record. Review collected by and hosted on G2.com.

Unfortunately, the onboarding process was not very good. We went through several trainers who had difficulty in setting the system up for our needs and there were several delays in going live as we wanted to use the platform. In addition, the system has many modules, but they don't all work together as seamlessly as they are purported to. There is also confusion and duplication of services, for example, there are forms that can be built in Zoho CRM, but also a completely separate (additional subscription cost) Zoho Forms module that we had difficulty deciding between as each had their own pros and cons. We attempted to integrate it with Microsoft 365 for email tracking purposes but it didn't allow us to achieve what we wanted as easily as it should have. Review collected by and hosted on G2.com.

The interface is so clean, very intuitive and easy to use and navigate, it integrates seamlessly with all of our outreach apps, Zoho CRM is fast, loading times are relatively low even with huge datasets, whenever we have an issue the support team replies super fast, love it Review collected by and hosted on G2.com.

Nothing, i think it's perferct for our use case Review collected by and hosted on G2.com.

Zoho CRM is more helpful for me because we can integrate Zoho Mail and our KYC system, and also track the complete KYC process from within the CRM.it is very easy to use and we can also install its mobile application. we can also create Zoho sheets and implement in Daily tasks. i am using Zoho CRM from last 7 years . Review collected by and hosted on G2.com.

At times, Zoho CRM experiences performance issues due to its drive-based structure, and connecting directly with a support executive can also be challenging Review collected by and hosted on G2.com.

The customization options that it provides along with the ease of use of this platform and convenient integration with the other Zoho tools helps a lot in aligning the Marketing & Sales processes. Review collected by and hosted on G2.com.

Not a huge fan of the UI. Feels a bit cluttered & over-whelming at times. Basically, there's a learning curve when it comes to Zoho CRM which requires some time & patience initially to set up customizations and get used to the platform. Review collected by and hosted on G2.com.

I like its centralized communication hub, where I can see all threads with a client in one place. I also like how it’s integrated with other Zoho products, like Zoho Books, to generate and send invoices. We can also use its custom widgets to create specialized UI components and set up webhooks so that our customers are automatically added as a lead in the CRM. Review collected by and hosted on G2.com.

Zoho uses its own scripting language, which I find to be a hindrance. I would much prefer using JavaScript or Python instead. Review collected by and hosted on G2.com.