I recommend Zoho very often. A lot of companies go big earlier than they really need to and spend way too much on SalesForce & Marketo. I worked for a very small company with some limited budget that pivoted to sell it's product to the Enterprise. Zoho was incredibly easy to set up, intuitive to use, and contains all the most important features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredible effective acquiring leads, nurturing them, and tracking pipeline in Zoho. Our small sales team found it very easy to use and loved it.
- Very flexible and extensible. You can set up the CRM process to work just as you would like it to.
- Integrates with Zoho's other tools seamlessly (Books, Sales IQ, Campaigns)
- Has an excellent mobile app that can log calls and can take voice/text memos
- Email tracking is built in!
- Recurring tasks can be added for contacts, vendors, and opportunities Review collected by and hosted on G2.com.
There's a point when you need a more robust integration eco-system and a lot of customization. This isn't really a con per se, but Zoho, by being not as complex and customizable as SFDC, will eventually need to be replaced. This should last you many years before you outgrow the functionality.
- The UI is not great. There is too much wasted space on the screen at all times, no matter what page you are viewing.
- The UI is slow. Every single action requires a new page load.
- You cannot schedule emails
- Incoming emails cannot be synced Review collected by and hosted on G2.com.
Video Reviews
ZOHO CRM is easy to use, great integrations, and available on the go
Ronak's evaluation of Zoho CRM.
Good Tool - The worst customer support!!!!
2,739 out of 2,740 Total Reviews for Zoho CRM
Overall Review Sentiment for Zoho CRM
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Zoho is the solution for my daily work. Each tab and term is so easy to understand, and integration with our Outlook was so easy. The implementation was seamless and Zoho occupied with features fit for my daily work. i use Zoho on a daily basis for my leads and Deals creation. To date, we haven't found any issue; for any need, we always got the best customer support from Zoho. Review collected by and hosted on G2.com.
As the CRM is a very large software, the loading time of it bit high. If you could help with that, that would save more time for us. Review collected by and hosted on G2.com.
Zoho CRM is one of the best Indian CRM systems, with all the comprehensive features and ease of use. It's easy to create leads in the system, one can monitor all kind of details and track them. Zoho CRM also offers analytics to show a graphical presentation of the details captured at the deal level or lead level. One can study the performance from the technical charts and make necessary decisions.
We have also integrated this with hubspot sales hub for smooth flow of leads. Review collected by and hosted on G2.com.
Sometimes, the customer support team seems less trained and cannot understand the query in detail. Review collected by and hosted on G2.com.
The platform is very intuitive and easy to use and easy to implement. I really liked it because it divides the sales funnel into stages and allows you to move the lead to the stage it is in without complication. It also allows you to register your client portfolio and estimate revenue based on sales or products sold. The program is free, which greatly helps freelancers' sales and client management. Review collected by and hosted on G2.com.
I know it's for security reasons, but when entering most of the time you need to confirm the code sent by email or the registered phone. Regarding the design, there could be more options to change the colors, as there is only the green option of the platform. The tip emails are received in English, they could be in the registered language. Review collected by and hosted on G2.com.
Zoho CRM stands out for its intuitive interface and the ability to customize workflows. Integration with other tools in the Zoho ecosystem facilitates centralized data management and automation of repetitive tasks, which saves time and improves efficiency in our daily operations. In addition, the analytics module is very complete and useful for decision making. Review collected by and hosted on G2.com.
Although it is a powerful tool, some advanced integrations with external platforms can be complicated to set up. In addition, certain functions require additional subscriptions, which can increase the cost for small teams. Finally, system loading speed could be optimized, especially when working with large databases, and the system may be slower to load. Review collected by and hosted on G2.com.
Zoho is one of the nicest, most designed, and frictionless CRMs I have ever used. Its user interface is catchy and attractive, and its intuitive UI arrangement makes it well-suited for everyone's use. Review collected by and hosted on G2.com.
The registration process was time-consuming. It took me hours to signup, for some reason I was not receiving a time password, even though everything on my side was in order. Review collected by and hosted on G2.com.
It is a comprehensive and flexible tool that helps me improve customer relationship management, increase sales, and optimize business processes. It is easy to use although it requires time to adapt to all the functions. All relevant customer information (interaction history, notes, opportunities) is in one place, which facilitates management and access to data. It allows automating tasks, improving collaboration with the team, and thus reducing the time we dedicate to administrative tasks. It improves decision-making by providing reports and analysis based on real business data. Having a complete view of customer needs and preferences allows me to offer better service and increase their loyalty. Review collected by and hosted on G2.com.
It requires a period of adaptation to master all its functions, although Zoho CRM is intuitive.
It requires a stable internet connection to function correctly as it is a cloud-based solution. This can be a problem in areas with poor connectivity.
You may not find all the third-party applications you need. Review collected by and hosted on G2.com.
I've evaluated multiple CRM solutions for our small med-tech subsidiary and selected Zoho based on it's modularity and customization features. From all available versions, we are now using the CRMPlus package. The CRM is either cloud based as a desktop solution or accessible via the app. The customer support is timely and helpful. It is pertinent to have a very clear view of the process you want the CRM to handle. Review collected by and hosted on G2.com.
There are so many features and programming options, that the implementation proved to be a challenge. Without the assistance of a partner company, I would not have been able to get the system up and running as intended. Those additional costs can be excessive, in our case well beyond the planned US$20k and we still have issues. Most notable the integration of a marketplace add-on from Microsoft to synch MS Exchange e-mails into the CRM, a most basic requirement which seems to be technically challenging on the back-end of the application as tech support at ZoHo continues to work on the issue. Review collected by and hosted on G2.com.
Intuitive interface, ideal for users with little experience in CRM software. Highly customizable to suit the needs of your business (fields, modules, views, workflows, etc.) Automates repetitive tasks such as emails, lead assignment, and follow-ups. Powerful tools for creating workflows and automation rules. Review collected by and hosted on G2.com.
Although it is intuitive for basic functions, advanced configurations (such as complex workflows or integrations) can be difficult for users without technical experience. Some users need technical support or external consultants to fully customize the tool. Review collected by and hosted on G2.com.
we are using all zoho plan for last 2 year and zoho one is best for our managing task and assign task to our suboordinates and it is also best for CRM of our company and it gave us all things only on one click like we nee dto open zoho sheet so we can manage from zoho one easily Review collected by and hosted on G2.com.
sometimes its slow or buffering on single click which is not good Review collected by and hosted on G2.com.
I like that Zoho One provides a myriad of software tools that replaces many of the tools I was paying for. And the Zoho One subscription is significantly less than the sum of the others. It's My CRM (replacing HubSpot); form/survey gen (replacing JotForm); campaign manager (replacing MailChimp); mailbox (replacing Outlook), an invoicing system (replacing Freshbooks), an electronic signature system (which I didn't have before) and recently found its social media hub (replacing Promo Republic). Seems like when I have a need, I simply check to see if Zoho One has it covered and more often than not, the answer is YES!! Plus the tools are integrated with each other so no need for Zapier. Review collected by and hosted on G2.com.
It seems each tool has its own support team and tracking down an answer has been challenging. Sometimes there's chat support, sometimes not. Would like to have some consistency here. Review collected by and hosted on G2.com.
