Zoho CRM Reviews & Product Details

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 best is it is affordable and easy to use tool. Anyone with a basic understanding of CRM platform can use it easily. It is a fantastic option for companies looking for flexible, cost effective CRM solution. Its provides various customisation options, automation tools and integrations makes it a great choice for teams of all sizes. It is a scalability features which helps businesses grow whether it is a startup or an established enterprise. Review collected by and hosted on G2.com.

It's advanced features are complex and comes with a steep learning curve. These features are locked behind the higher tier plans but its basic plan offers a great value. Overall it is a great platform to be used. Review collected by and hosted on G2.com.

Its fast and easily accessible. Has all the important sections which can enable you to perform your day to day work easily and more efficiently. Manages all the data related to customer at one place. You can automate the tasks at your ease and its customer support is also very helpful. It also tracks task effectively and helps you to analyze the performance of the account. Review collected by and hosted on G2.com.

I think it is going really well and solving the purpose very well. It can definitely improve a bit by getting more features which can automate things faster. Review collected by and hosted on G2.com.

It is a powerful tool with extensive customisation options. The best part is it is affordable and fits all sort of business whether it is small or large. It is easy to use and comes up with easy integration with other zoho tools. Review collected by and hosted on G2.com.

The reminders that we set only appears as web push notifications because of which i tend to loose it at times. The features are great and overwhelming at times which requires support from help articles. Overall platform is amazing. Review collected by and hosted on G2.com.

Zoho CRM stands out for its robust sales automation capabilities, flexible customization options, and intuitive user interface. It has helped us increase sales by efficiently identifying and nurturing high-quality leads, streamlining both sales and marketing workflows, and supporting informed decision-making with its advanced analytics. Additionally, it has improved our customer satisfaction by providing comprehensive customer histories, which allows us for quicker issue resolution and, as a result, it has contributed to higher retention rates and increased revenue. Review collected by and hosted on G2.com.

Zoho CRM offers a wide range of features, but its interface could benefit from a more modern update, even though it is quite good as it stands. I have noticed some issues, such as occasional lag and slow loading, particularly when working with very large amounts of data or generating complex reports. Review collected by and hosted on G2.com.

Zoho CRM is an absolute powerhouse, offering an incredible suite of tools that has completely transformed our business operations. For any company seeking a comprehensive, scalable, yet remarkably affordable solution, Zoho CRM stands in a class of its own. Its intuitive interface makes user adoption nearly effortless, allowing our team to get up and running with minimal training and downtime, a critical factor for fast-moving businesses.

The platform's true strength lies in its sheer breadth of functionality. From robust sales force automation that tracks leads and deals with unparalleled precision, to insightful marketing campaign management and detailed analytics, it covers every touchpoint of the customer journey. We’ve been particularly impressed with the deep customization options. They have allowed us to tailor workflows, modules, and reports to our specific industry needs—a level of flexibility often reserved for much more expensive, enterprise-level competitors.

Furthermore, the seamless integration with other applications in the vast Zoho ecosystem, like Books and Campaigns, creates a truly unified business operating system. This eliminates data silos and boosts efficiency across every department. The customer support team is consistently responsive and knowledgeable, always ready to assist. For any growing business, Zoho CRM's scalability is a major advantage, ensuring the platform evolves alongside you. It isn't just a tool; it's a strategic asset that delivers exceptional value and provides the clarity needed to foster meaningful customer relationships and drive significant growth. Review collected by and hosted on G2.com.

I only dislike some of the limitations with the way fields can be created. 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.

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.