![Rohit B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rohit B.")
RB

Rohit B.

Head of AI Advisory & Enterprise Business Development

Small-Business (50 or fewer emp.)

6/30/2026

"A Cost-Effective, Turnkey CRM Solution"

5/5

What do you like best about Zoho CRM?

I use Zoho CRM to keep a record of my leads, my follow ups, and most importantly the notes about the client or prospect. It helps me know exactly which leads I'm working on, my focus area, and which are top priority. One thing I like is that I have a complete record on Zoho CRM, so I'm assured that my data would not be lost. Since I'm the administrator of the account, I can assign roles based on sales agents, marketing agents, and operations agents, so the role based access control is another thing I like about Zoho. The user experience is great. If you look at the flow and the workflow, you have the lead status so you know what status you're on with a particular lead, then the contact information, notes, add meetings, add notes, and run a report. All that makes it a complete turnkey solution for all my CRM needs. It keeps me on top of my follow ups. The lead status tells me exactly where my lead stands as of today. I can use the contact details when I have to send an email to a prospect or call my client. Once I've finished an activity like an email sent or a call, I can record the notes so I keep a record of where I am. For meetings, I can schedule them and it sends reminders ten minutes before so I'm aware. And reporting, from a management perspective, lets me send a detailed report to the CXO. I don't think there's anything that needs to be added. It's a perfect platform. We switched from HubSpot, and the most important factor was the ease of access to create a lead and follow up on the lead, and it's more cost effective. The setup was easy, none of it was difficult. Review collected by and hosted on G2.com.

What do you dislike about Zoho CRM?

{"I don't think so there's anything that needs to be added. It's a perfect platform."} Review collected by and hosted on G2.com.

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

I use Zoho CRM to keep a record of my leads, follow-ups, and notes about clients. I know exactly which leads are top priority. My data won't be lost, and I can assign role-based access. It keeps me on top of my follow-ups. Review collected by and hosted on G2.com.

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