Best software for customer handling, with timely follow-ups, smooth integration with finance software and other software's, and a clear way to track a complete 360° customer profile. Review collected by and hosted on G2.com.

Its implementation is time-consuming and costly, since Zoho does not implement it directly; instead, the work is handled by partners. Review collected by and hosted on G2.com.

I use Zoho CRM to manage my sales pipeline, which helps me track leads and follow up with prospects effectively. It's great for keeping the team updated about the latest interactions with each prospect and assists me in making analytical decisions. I find it valuable for organizing everything, saving time, and enhancing collaboration. I particularly like the features related to leads and deals management, such as status updates, assignment, and workflow automation. These features help my team and me keep track of the latest status for every lead and deal, ensure prospects are assigned to the right team member, and automate the entire workflow from assignment to lead scoring. Review collected by and hosted on G2.com.

I don't like that not all leads data gets captured into the deal stage, so analyzing that becomes tricky. Review collected by and hosted on G2.com.

I use Zoho CRM at my workplace to manage daily sales leads and customer follow-ups.

I like its user-friendly dashboard, lead assignment rules, and automation workflows.

We use it to track deal stages, schedule follow-up calls, and maintain customer records,

which helps our small sales team stay organized and productive. Review collected by and hosted on G2.com.

Some advanced automation features have a learning curve,

and the mobile app can feel slow at times when handling large data. Review collected by and hosted on G2.com.

The automations and reporting structure are useful for analysis. Review collected by and hosted on G2.com.

There are strict limits on API calls for custom functions, and the system can also experience performance lags when working with large datasets. Community threads have pointed out additional issues as well, such as a 5-minute timeout for scheduled tasks, which seems shorter than what the official documentation suggests. Review collected by and hosted on G2.com.

I like that Zoho CRM keeps everything in one place such as contacts, emails, follow-ups, tasks so nothing slips through the cracks. It’s simple to navigate, customizable, and makes it easy to track exactly where every lead or project stands. Review collected by and hosted on G2.com.

I dislike that it's sometimes hard to keep track of sales or leads. I would like a feature where the leads stay at the top or some sort for 30-90 days until they're lost. Review collected by and hosted on G2.com.

It is very practical and very intuitive; you find everything very quickly and without complications. With excellent performance, and if you complement it with AI, it can greatly facilitate your tasks. Review collected by and hosted on G2.com.

I feel that the design part could improve a bit, but that's more of a personal perception. Review collected by and hosted on G2.com.

The user-friendly interface and dashboards make it easy to track leads, contacts, and deals in one place.

Automation features save time by handling repetitive tasks like sending follow-up emails or assigning leads.

Customization options allow you to tailor modules, workflows, and reports to fit your business needs.

Integration with other Zoho apps (like Zoho Books, Zoho Campaigns, etc.) and third-party tools provides a seamless workflow.

The mobile app makes it convenient to access data on the go. Review collected by and hosted on G2.com.

The initial setup and customization can be a bit overwhelming for new users.

Some advanced features require technical knowledge or the help of Zoho support.

The reporting could be more intuitive, and at times it feels limited without customization.

Customer support response times can vary depending on the plan you’re on.

The UI, while functional, isn’t as modern as some competitors. Review collected by and hosted on G2.com.

Zoho CRM makes it simple to track leads, handle transactions, and engage with clients by providing a comprehensive view of all customer interactions. Additionally, I appreciate how it facilitates teamwork by integrating with phone systems, email, and other apps. The mobile app enables the team to handle customers and deals from any location, and the interface is easy to use. Review collected by and hosted on G2.com.

Working with complicated reports or big information might occasionally make Zoho CRM a little sluggish. Additionally, in comparison to specialized BI tools, some advanced functionality, such as analytics and reporting, are restricted. Overall, these are small problems with a robust and dependable CRM system. Review collected by and hosted on G2.com.

Zoho CRM is seamless, top notch user interface.

It is customisable as per the business needs.

Zoho CRM syncs well with other Zoho tools and softwares enhancing integration

Dashboards of various business functions based on data and quick information transfer. Review collected by and hosted on G2.com.

Zoho is a complete package and having developer level functions it can be customised but if you require multiple user on the same function in a given time, it takes a little buffer time.

Also, during downtime things do get hidden or view/filter changes. Review collected by and hosted on G2.com.

I have used many Crm in the past, but the UI and ease of managing the data are the best parts of Zoho crm it makes things easy; you can assign tags and modify the data as per your need and future use, which helps you in maintaining the records easily for each lead within the organization Review collected by and hosted on G2.com.

Sometimes it becomes confusing in managing things due to the numerous features provided by Zoho; they need to work on making the software more user-friendly. Review collected by and hosted on G2.com.