Zoho CRM Reviews: 4.1/5 — Solid Choice

I have used several different CRM's over the years, and Zoho remains to be the best one around. It is quite a user-friendly application. I can create any type of field that I create.

Sometimes I have had to sit on hold a little longer than I want, but that is because I lack patience.

It has so many features that I am still learning how everything works.

The wide range of apps available to build out a platform to connect all major functions of the CRM

Unless you have a coding/programming background then writing your own functions in the CRM can be very challenging

We collect a number of leads from different sources and the CRM does a great job of tying them all together. We have really cleaned up our sales funnel.

ZOHO Emails have been the most exciting platform for my daily work routine. It unique features like categorizing of emails, unread emails, reminders, Notes, sending out response to bulk users when we are on vacation. It has always helped me on upbeat on my work and has been very user friendly. Easy to share zoho sheets for MIS updation among peers to check on day to day targeted Numbers. Pls do keep updating new features which keeps us excited to use it in our day to day professional assignments.

Satisfied user - haven't faced a great challenge however incase there is a server issue on any of occasion when we didn't receive email, expect an auto alert email from zoho that its a down time and emails will be restored.

As i said am a satisfied user- works perfectly fine

Having the ability to brand it as your own and easy configuration with other tools. We can design and plan as per our needs.

So far, what I have used I don't have any issues with Zoho

Social media posting, lead capturing through that also email campaign. We can capture the lead very easily and get all information.

My favorite thing about Zoho CRM is the mobile app. I won't touch apps or services that don't have an excellent mobile app. I also like how web 2.0 the website is. It is regularly being updated and refreshed.

There's not really anything to dislike. I've been using the service on and off for many years and it's grown into an excellent offering.

I am a big fan of using a CRM and Zoho is my go-to. It's not the newest and shiniest, but it has been around for many years, and I don't worry that it will go away. It keeps track of my contacts and has a deep integration with many other services that Zoho provides.

Robust CRM without needing a developer or breaking the bank

Occasional bugs being fixed during primary business hours

Database management, customer nurturing, and prospect tracking, and sales automation

Cloud based, real time information that is available to all users at any given point in time. Flexible enough to allow for customization to our line of business.

ALL employees must have a subscription. Some employees lightly use or do not use at all.

Our first CRM was only available to field personnel. ZOHO allowed us to gain access entity wide and see information real time. We are currently in the process of utilizing CRM for marketing and website data.

Easy integration and app can build and made live within short span of time.

Data can't be stored in house we need to depend on API

Short apps building

Zoho CRM, which helps the sales person to identify the lead importance such as cold , warm , untouched, fresh leads and all in a single window. It also helps the sales person to get a clarity of the leads in a highly simplified way

I couln't find any difficulties or dislikes over the Zoho CRM. it's absolutely working fine and good. and also the User interface and user experience part is comparatively good

Initially we are the type of company who makes the cold calling to the users at that time, segregating and grouping the leads are very hectic and also very difficult to find the importance and values of each prospects. After that Zoho CRM came in to the picture and also helped us and created a good customer strategy.

• Makes it easier for us to take notes or create tasks. • We can integrate Zoho CRM seamlessly with products and social media sites. • The Zoho platform carries out reports on sales productivity with the highest level. • It is a useful tool for carrying out long client lists. • Helps businesses better sell products and organize leads more efficiently.

Zoho is one of the best customer relationship management or CRM platforms on the market, but there are some small issues. For example, Zoho does not automatically export customer data. This means that we have to manually take it from an online portal and move it over to our spreadsheet.

Zoho CRM is so easy to use and seamless with social media and various products that we find ourselves bringing it up in conversations and meetings. The mobile app that goes with the web application makes taking notes or creating tasks easier. It's been an effective tool during the pandemic as well, with workflows making it all happen as needed. Zoho crm is a platform with a dynamic approach that allows us to carry out sales reports in an agile and accurate way. The software has an artificial intelligence that allows us to create duplicate client lists in our business account. This means that we can work with long lists of clients easily.

Zoho CRM was a great CRM to use and user-friendly to all of my employees at the time. You could create new users, assign roles and add any contact list. There are so many good integrations with Zoho that you could expend a whole day just searching the cataloge.

The UI can look somewhat plain for a few assuming that you don't have the foggiest idea how to modify it. Downloading or gathering information isn't, in every case straightforward. This is likewise to be said about transferring leads. It isn't in every case clear what part of a transfer has fizzled. Notwithstanding, when the transfer takes care of business it is an extraordinary life hack. The hunt work isn't unreasonably natural; I observed in some cases, except if you type in a careful match, it doesn't bring anything back.

You can run your whole association from this endeavor stage that being Zoho One. We vigorously utilize the CRM for creating statements messaging layouts email and statements and recommendations and contact the executives.

Zoho crm is the best and advanced crm out there easy to use, easy to navigate. Even the ui is very futuristic. It is very fun to work with.

There is nothing much to dislike sometimes before there's been a problem closing tasks. But now on the new update it is even better

Easy to navigate through the leads easy to update, Easy to close the prospect. Easy to follow up and to connect through whatsapp and email,

The fact that this tool is free with the option of paid ADDED services. I love software that you can utilize for free and give you the opportunity to add more benefits to make time more productive

It could be a bit confusing, especially for creating analytical reports. Perhaps a quick how-to guide would help alleviate this problem or show a video of how to create reports.

I implemented this software in a previous organization to help track any IT tickets for our locations. It helped centralize and keep track of all incoming issues for our managers and users.

Open Customization Implementation available

You have to work on Multiple Module while using Zoho CRM

Payment gateway integration, WhatsApp and sms integrations

Zoho has developed a whole set of applications, be it accounting software or chat plugin, that works in an integrated manner so that from one dashboard you get knowhow of all your business operations. You can either consume all Zoho applications under one dashboard by Zoho One subscription. Or buy Zoho products like Zoho Books (accounting software), Zoho Analytics as a standalone program. Best part is Zoho has a free plan for most of its suite of products that work well for small businesses. This is unlike Quick Books or FreshBooks that has free trial but no free plans.

Admin dashboard often works slow. Apart from it, I find nothing to complain about except myself for not giving enough time to leverage the best of this excellent software.

Using this CRM for financial accounting, chat, analytics purpose. There are so many other tools that I have not yet explored but sure will keep me busy for the next six months at least.

Having the ability to configure this CRM to meet my needs is priceless! The CRM connects easily to all other ZOHO applications. Create your own variables, formulas, the list is endless... Having the ability to brand it as your own.

Need more formula fields! I love the formula function and use them up pretty quick.

Tracking all my contacts, listings and creating simple but informative reporting. Plus the ability to connect the CRM to campaigns, surveys, electronic signatures... All from within the ZOHO one system!

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I like that when I organized my clients and my tasks and it become super easy to reach to my customers and contact to them beside putting them in categories to differentiate between them

Nothing because I see everything is super great and working very well and I am sure that the team of Zoho CRM will push updates every time to help us more and more

I become able to organize my work and my tasks and I reach to my clients more easily and isolated the different fields to follow every field separately then I achieved my tasks successfully

It's easy!!!! I keep all my sales opportunities in one dashboard. I can categorize them. I can do so much to keep me organized

Nothing! It's very easy. It navigates well. Self explanatory. Even for a computer dummy.

Staying organized Managing sales opportunities Sharing info with coworkers Reports are accurate if info entered is accurate

User friendly UI and simple to use.Workflow is key feature.

There is no point in raising as everything is perfect.

Database management and sales life cycle.

Zoho CRM is cost effective and fully integrates into my Google Suite (calendar, mail, etc). All information flows in either a 2-way or 1-way synch, depending on my personal needs. It also integrates with our in-house portal, which houses partner information. Reports are easy to run and save as well as filter based on specific needs.

So far, I have not had any issues with Zoho. Until recently, we had issues with their built in campaign software and used Zoho Campaigns, but now the two have fully integrated as well and reports for campaigns are easy analyze within the CRM software. The one field, which I probably dislike the most, because it is not easy to filter on, is the notes view. I need to go into a potential to view notes, as opposed to viewing them from a filter view.

Zoho CRM makes it easy for me to keep my contacts and potentials organized and I can quickly see who has not been contacted recently. The email view also makes email tracking extremely easy to use and see which clients need follow-ups. Updating contact information is easy to use and it is simple to add new clients and accounts quickly. It is also great for setting up multiple potentials within a single account for year-round services and products.

Application UI is very best and the mobile factor authentication is very good.

In this application having only one bug, sometime the login timing is not correct.

Work timing is maintained.

Everything is at my finger tips, for someone like me that that has ADHD, it makes it easy for me to manage all my Leads,Contacts, accounts make it very seamless business and prospect management,

A Dark Mode theme would be great; I don't like color scheme/theme for this CRM

Prospecting management tool

Zoho crm is becoming one of the top CRM solutions and one of the finest CRM solutions ever created by an Indian company slowly and steadily. This is because the crm solution is genuinely one of the best I have ever used. The quality of support is brilliant. One shoe fits all is definitely not the conceptfor this solution, zoho CRM, the number of customization one can do the breadth of services zoho CRM provides is miscellaneous. I would definitely give 20 /10 if I have the ability.

There is nothing I dis like about zoho CRM . I am sure that the IT team and the R7D and quality assurance team are every day working it to make more and more user friendly , smart , intelligent and efficient CRM solution that integrates well with all kinds of enterprise and any industry and business process and help the companies to improve their own business process out comes.

We have zoho suite, zoho one, and entire zoho CRM, we use its client portal. My favorite part of zoho CRM the solution to most of our business use case and problems is AI sales assistant, We have had a significant reduction of down time due to operational and managerial challenge, by 50% since the time we have started using zoho CRM's AI sales assistant. We also use customer journey mapping feature to conduct and create customer journey maps.

It offers everything you require to grow your leads & boost your sales mainly. It covers all business functionalities in terms of daily monitoring.

The interface & GUI somewhat didn't appeal to me.

Sales pipeline tracking & follow-up hotchpotch in my organization is minimized due to this Zoho. Also, ZOHO comes with a real-time data syncing facility which I like the most.

Excellent tool for register and track your work hour and create your timesheet

Sometimes when using the timesheet to register some task, the service takes a long time to respond

It helps me track and register easy my work hour

Zoho CRM is the best CRM solution from sales to marketting, or you can say the one-step solution for your management needs; it can be used for sales, marketing, or lead generations. It is best for small size or mid-size firms for their management needs. It provides high security to all the data saved and also provides authenticate app to reduce unauthorized access, which provides 2 step security. Extracting reports from ZOHO CRM is very easy It is very easy to use and no need to have special training before using it It provides so many features under one licence, and pricing is very reasonable for the features and apps we get.

The free version of Zoho CRM has very minimal features and if one wants to use its full potential, then have to go for the paid version. Sometimes Zoho CRM is very slow in loading, which needs to be improved. There is no feature or function to save personal documents in CRM. Sometimes support staff delays in responding to any solution

Zho CRM is very easy to use and has a very user-friendly interface. It is suitable for small size and mid-size firms for management solutions like sales, marketing, finance, and billing. It does not require any special knowledge before using it

Zoho is infinitely customizable. It does everything that Salesforce could ever do for a fraction of the cost. I am able to run my entire agency in the Zoho ecosystem for $45 per user per month. AMAZING price for everything it does.

The development team is slooooooow to add new features. Things like WebDAV have been "in the works" for years, but CRM seems to move faster than most of the Zho apps so this is a small annoyance. Another benefit of the slow development time is that features are bug-free by the time they are released, so maybe this isn't such a bad thing.

I run my entire agency with Zoho apps - except accounting. That is done with QuickBooks, but the integrations between Zoho CRM, the rest of the Zoho apps and even 3rd party apps like QuickBooks is amazing.

It helped in reminding me of the leads I would have created with ease and integrated well with my calendar.

I dislike the fact that I have to do much data capturing and a lot of customizations that might seem unintelligent at face value.

In creating a database for clients, leads as well as streamlining business processes

You can edit any line input quick and easy

It doesnt always save the details inserted

Invoice generator line input ability, very easy