--- title: Zoho CRM Reviews meta_title: 'Zoho CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2940 reviews by the users' company size, role or industry to find out how Zoho CRM works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 2940 scale: '5' date_modified: '2026-07-12' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Zoho CRM Reviews **Vendor:** Zoho **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.1/5.0 **Total Reviews:** 2,940 ## About Zoho CRM Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. ## Zoho CRM Pros & Cons **What users like:** - Users love the **intuitive interface** of Zoho CRM, making navigation and daily tasks feel effortless and user-friendly. (261 reviews) - Users appreciate the **powerful integration and ease of use** in Zoho CRM, enhancing sales, marketing, and support efforts. (169 reviews) - Users praise the **seamless integrations** of Zoho CRM, enhancing alignment between Marketing and Sales processes effectively. (137 reviews) - Users greatly value the **easy integrations** in Zoho CRM, which enhance workflow efficiency and overall usability. (113 reviews) - Users value the **seamless integration and enhanced workflow capabilities** of Zoho CRM for efficient lead management. (113 reviews) - Helpful (101 reviews) - Customizability (98 reviews) - Customization (95 reviews) - Integration (90 reviews) - Easy Customization (89 reviews) **What users dislike:** - Users find the **learning curve challenging** , especially with advanced features requiring significant effort to master. (112 reviews) - Users face **integration issues** with Zoho CRM, making it challenging to connect with other systems effectively. (71 reviews) - Users find the **limited features** of Zoho CRM restrictive, impacting integration and automation capabilities. (71 reviews) - Users find **Zoho CRM's complexity** challenging for beginners, making it difficult to navigate and utilize effectively. (68 reviews) - Users report **poor customer support** with Zoho CRM, leading to frustration during integration and bug resolution. (64 reviews) - Limited Customization (61 reviews) - Users find the **slow loading** times frustrating, impacting their efficiency and overall experience with Zoho CRM. (57 reviews) - Slow Performance (56 reviews) - Not User-Friendly (52 reviews) - Poor Interface Design (48 reviews) ## Zoho CRM Reviews ### 1. Could be so much more **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Zoho CRM?** The CRM is better than Salesforce (just) **What do you dislike about Zoho CRM?** Where do I start, inflation busting increases, apps that are great on paper but unusable, 3rd grade support. Zoho we'd love to love you but you could do so much better. **What problems is Zoho CRM solving and how is that benefiting you?** crm ### 2. Customer journey tracker **Rating:** 3.5/5.0 stars **Reviewed by:** Adit J. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2024 **What do you like best about Zoho CRM?** It is useful in creating and tracking customer journey on every stage from generating lead till the final stage of customer journey also, can be modified as well **What do you dislike about Zoho CRM?** There are multiple function which can also be modified by other than lead owner which sometimes leads to misleading of data **What problems is Zoho CRM solving and how is that benefiting you?** Best and easy way to track the constomer journey while having multiple functions in place along with sales engagement also can be linked with Email also ### 3. Customer journey tracker **Rating:** 3.5/5.0 stars **Reviewed by:** Sangam S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2024 **What do you like best about Zoho CRM?** It allow us to track whole journey of customer starting from first register to the portal to the end after sales journey **What do you dislike about Zoho CRM?** There is no live update notification every time we have to visit the tool to know the present status of journey **What problems is Zoho CRM solving and how is that benefiting you?** It allow us to know along with updating each points which can lead to improve the engagement with customer ### 4. Best CRM Tools to Manage Leads **Rating:** 5.0/5.0 stars **Reviewed by:** Harsh P. | Head of Digital Marketing , Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2024 **What do you like best about Zoho CRM?** I really like about how Zoho CRM streamlines our sales process. Customization options available in Zoho CRM is fantastic and allowing us to integration with other tools like email and social media platforms, makes it a central hub for all our customer interactions. Managing all leads are easy for us with single platform. **What do you dislike about Zoho CRM?** Sometime I face issue when any new updates come, and new changes disrupted our workflow. Customer support is sometime not as good as we expect. **What problems is Zoho CRM solving and how is that benefiting you?** Managing multiple leads with Zoho CRM is very easy, and it improves chances of converting prospects into customers. Insights I get from Zoho CRM help in making data-driven decisions. and enhancing our sales strategies. ### 5. Perfect Choice for a CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Sumeet S. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2024 **What do you like best about Zoho CRM?** Lead Creation - Creating a lead is super easy management - Managing and assigning a lead is very easily done using zoho sheet view Timely Follow ups - easy to implement and integrate with google calendar Revenue Projection - can estimated the pipeline **What do you dislike about Zoho CRM?** Mobile App is not user friendly & complicated to use **What problems is Zoho CRM solving and how is that benefiting you?** Right from lead creation to assignment and closing the deal - zoho helps with all of it! ### 6. Efficient and User-Friendly CRM Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Hasnae J. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Zoho CRM?** Zoho CRM is a user-friendly and customizable solution that has significantly improved our customer relationship management. Its drag-and-drop workflow builder, insightful reporting, and seamless integrations make it a valuable tool for businesses looking to streamline their processes. Highly recommended for its efficiency and cost-effectiveness. **What do you dislike about Zoho CRM?** By incorporating these features, Zoho CRM can become an even more comprehensive and versatile solution for businesses across various industries. **What problems is Zoho CRM solving and how is that benefiting you?** Integrate ### 7. CRM+ Lots of Benefits of this Platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Zoho CRM?** This Platform helps me to track my Clients/Customers details. Zoho CRM Platform give me every single notification like your customers dues are coming and etc. This helps me to create my future Planing based on upcoming work load. **What do you dislike about Zoho CRM?** They should have kept all important headers at one place OR they should give us to make one folder of the important headers, which we want to see. **What problems is Zoho CRM solving and how is that benefiting you?** As I told earlier, that this Platform helps me to track my client data with the pop-up of there coming dues. This helps us to be ready with the papers/Email for the Client. ### 8. Interactive CRM Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Vaishnavi G. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Zoho CRM?** One of the best platform for Tracking sales team in our company from lead generation to sales closure Zoho Crm is a great help **What do you dislike about Zoho CRM?** It's very complex process to set up individual zoho crm in sales team **What problems is Zoho CRM solving and how is that benefiting you?** It's helping me in lead generation and tracking all the CRM realted queries. It has unique features that makes it just perfect for communication and collaboration. ### 9. Review for Zoho CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Sumaira S. | Sales Support Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2024 **What do you like best about Zoho CRM?** Plenty of features on Zoho CRM. Easy to use, mass email facility. **What do you dislike about Zoho CRM?** I don't dislike anything about Zoho CRM as of now. **What problems is Zoho CRM solving and how is that benefiting you?** Problems that we tackle when using Zoho CRM is that we are are able to send mass email and also check whether the email is opened or clicked or bounced back which really benefits us as a salesperson due to which we move onto the next step with the client. ### 10. Great platform to store leads **Rating:** 4.0/5.0 stars **Reviewed by:** Prateek G. | Assistant Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Zoho CRM?** To manage data effectively & efficiently **What do you dislike about Zoho CRM?** In the initial phase UI could be a challenge. Once you learn you will have no problem. **What problems is Zoho CRM solving and how is that benefiting you?** Not making excel sheets instead stoing all leads on Zoho CRM. ### 11. Best one in all Solution tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Zoho CRM?** Zoho provides multiple business solutions, and one of the standout features is their platform that allows me to create invoices before the due date. This platform automatically generates and sends invoices before my client's software expires, helping me avoid delays and provide timely solutions to my customers. **What do you dislike about Zoho CRM?** I don't have anything that i don't like about Zoho Platform. I really like the platform as this gives me better solution everytime. **What problems is Zoho CRM solving and how is that benefiting you?** The Zoho Platform is a valuable tool for our company, aiding in lead assignment, tracking, deal closure, and invoice generation. This saves our lots of time. ### 12. Zoho CRM- Review **Rating:** 4.5/5.0 stars **Reviewed by:** Shubham M. | Assistant Manager, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2023 **What do you like best about Zoho CRM?** Zoho CRM is one of the best easy-to-use CRM solutions which helps to automate routine sales and marketing functions. With the help of Zoho CRM. With the help of Zoho CRM, it will help to build strong customer relationships. Zoho CRM provides a vast number of integrations with quick customer support that makes this CRM out of the crowd. I use this CRM solution very frequently because of its easy implementation. **What do you dislike about Zoho CRM?** Honestly, there is nothing such a feature that I dislike about Zoho, but I would suggest the workflow piece can be made interactive. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho provides amazing CRM which helps companies to maintain and automate relationships with clients whether it is related to sales or marketing events. ### 13. Best Platform for running a Bulk Email Campaign. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Zoho CRM?** This CRM enables me to effortlessly run bulk email campaigns by importing both email addresses and content. Additionally, I can easily track these emails by generating simple reports. **What do you dislike about Zoho CRM?** It would be beneficial if they increased the limit for bulk email campaigns. **What problems is Zoho CRM solving and how is that benefiting you?** Running email campaigns with Zoho helps us increase sales by receiving instant replies. Zoho CRM aids in tracking responses, distinguishing between those who have replied and those who haven't. I genuinely appreciate the platform's construction, and it's commendable to see Zoho as a fast-growing company. Thank you, Zoho, for providing this excellent platform. ### 14. Maximizing Business Efficiency with Zoho CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Rushikesh P. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Zoho CRM?** Zoho CRM allows users to customize modules, layouts, and fields that fit business needs. **What do you dislike about Zoho CRM?** Limited and fewer features in lower plans. **What problems is Zoho CRM solving and how is that benefiting you?** As I know like increasing sales teams to understand the status of each deal, prioritizing activities, and helping in task and activity management improvement. ### 15. Most efficient and easy to use CRM software by Zoho ! **Rating:** 5.0/5.0 stars **Reviewed by:** Manjinder S. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 19, 2024 **What do you like best about Zoho CRM?** Zoho is user friendly , can be integrated with any 3rd party softwares, allows custom automations, has a variety of views and dashboards to manage leads , Kanban view is the best feature. **What do you dislike about Zoho CRM?** Sometimes there is a little delay in filter views. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho solves the major problem of lead segmentation and real time stage management. It solves many problems related to lead management and utilisation. ### 16. Zoho - one of the most dynamic and robust CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Sahil A. | Inside Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2024 **What do you like best about Zoho CRM?** Different modules like deals, leads, meetings, etc to a keep a track of each and every lead. The reminders and calendar feature and integration has been real helpful. The web version of zoho crm is very easy to use. Support team also provides regular updates and prompt responses. Integrations are very easy to implement. **What do you dislike about Zoho CRM?** The mobile app is not user friendly and complicated to understand. **What problems is Zoho CRM solving and how is that benefiting you?** Lead journey - right from lead creation to follow ups to demos to closed deals, everything can be kept track of using Zoho crm. Have also Integrated it with Zoom, yo keep proper record of zoom meetings ### 17. easy to use and on the go CRM software **Rating:** 5.0/5.0 stars **Reviewed by:** Aditya S. | Business Development Intern, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2024 **What do you like best about Zoho CRM?** ZOHO offers you amazing data integration and data filters are great.Also its ZOHO environment helps me to manageall my devices and its services respectively. **What do you dislike about Zoho CRM?** there is nothing much to dislike about Zoho. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM helps me to manage my fresh client data as well as my old clients and also i am able to manage my phone calls,and track my teams performance regarding there calls and emails. ### 18. Just Wow **Rating:** 4.5/5.0 stars **Reviewed by:** Anushka J. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2024 **What do you like best about Zoho CRM?** The best part is that I can reach out to my potential clients outside my region using zoho. **What do you dislike about Zoho CRM?** nothing as such, I have been using it since a while now and it has been too good. **What problems is Zoho CRM solving and how is that benefiting you?** I am able to widen my customer base outside my region using zoho voice, this is inturn helping my company to generate more revenue. ### 19. Easy and quick integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Zoho CRM?** It helps me to customize workflows and it also helps me to predict sales via detailed reportings. Can also predict how my sales and can guess if I am reaching my target or not etc.. **What do you dislike about Zoho CRM?** Overall I am happy with the product, customer support ease of implementation but I feel the cost is little high with features what we get. **What problems is Zoho CRM solving and how is that benefiting you?** Helps me to organize my sales target and can also helps me to generate different reports which helps us to see if we are in the right direction to achieve our target. ### 20. Like how the leads are managed **Rating:** 4.5/5.0 stars **Reviewed by:** Pooja S. | Senior Consultant on behalf of LinkedIn, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2024 **What do you like best about Zoho CRM?** The lead management, the contact management where the real time notifications are instant, quite detailed options/fields **What do you dislike about Zoho CRM?** The ticket we raise with support takes time, the support team takes days to come back and some issues need immediate response **What problems is Zoho CRM solving and how is that benefiting you?** easy to use, the history of the contact helps me to engage with that user accordingly,, the bi-furcation of hot/cold leads so that we can priotize our work ### 21. "Streamlined and Customizable: A Review of Zoho CRM" **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2019 **What do you like best about Zoho CRM?** Zoho CRM allows us to customize our workflows, fields, and modules to fit their specific business needs and provides tools for tracking leads, managing contacts, and automating tasks. The software also integrates with various other business applications, including email, social media, and e-commerce platforms, making it a versatile tool for managing customer relationships across multiple channels. In addition to these features, we appreciate Zoho CRM's affordability and scalability. The software offers pricing plans to suit businesses of all sizes and can be easily upgraded as a company grows. We appreciate its user-friendliness, customization options, comprehensive features, and affordability. **What do you dislike about Zoho CRM?** It has a steep learning curve, particularly for users new to CRM software. Some of my colleagues have reported occasional glitches or slow performance, mainly when using the software's more advanced features. Additionally, while Zoho CRM offers a range of customization options, others have reported that the process can be somewhat time-consuming, particularly for users unfamiliar with coding or other technical skills. Finally, some users have reported difficulties with customer support, particularly in resolving technical issues promptly and effectively. **Recommendations to others considering Zoho CRM:** Great CRM for your business & I definitely recommend **What problems is Zoho CRM solving and how is that benefiting you?** It increased efficiency, streamlined workflows, and better customer relationship management. By providing a centralized platform for managing customer data and automating tasks, Zoho CRM helps businesses to save time, reduce errors, and focus on what matters most: building and maintaining strong customer relationships. ### 22. Best CRM Platform with Great Tracking Fields **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Zoho CRM?** In Zoho CRM, we can easily keep track of leads by creating simple reports. The use of filters also helps us monitor leads in different categories. This platform is especially useful for sales opportunities. **What do you dislike about Zoho CRM?** They can group different fields together and keep only the essential ones for better organization. **What problems is Zoho CRM solving and how is that benefiting you?** This CRM enables our company to import leads for the sales team, allowing them to easily locate their assigned leads and make calls. We can filter out uncalled leads and generate reports, providing real-time insights into our achievements. ### 23. CRM review **Rating:** 3.5/5.0 stars **Reviewed by:** Shruti S. | Senior Executive Sales & Business Development , Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2024 **What do you like best about Zoho CRM?** Easy to use , easy to implement , good customer support , frequency of use :using it daily for maintain the CRM and all the records , has many features like Lead Management ,Deal management , contact management **What do you dislike about Zoho CRM?** easy of integration it not that easy to integrate with other platforms **What problems is Zoho CRM solving and how is that benefiting you?** Helps in Capturing leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information. ### 24. Best in class lead qualification and management CRM Ever Seen !!! **Rating:** 5.0/5.0 stars **Reviewed by:** Shifa K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2024 **What do you like best about Zoho CRM?** With the ease of use and implementation, seamless customer support, and wide number of features (kanban view,3rd party integrations, automations) ZOHO CRM is the best out there **What do you dislike about Zoho CRM?** Nothing to dislike about this software till date **What problems is Zoho CRM solving and how is that benefiting you?** Zoho solves the biggest problem of categorising my lead funnel and enabling me to utilise my sales pipeline to the fullest ### 25. Best CRM tool for leads Tracking and for Running email campaigns. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2024 **What do you like best about Zoho CRM?** One of the best thing in Zoho CRM is there filters in Leads, Contact and Accounts all are unique and easy to use. This help me to easy identify my latest leads and accounts. **What do you dislike about Zoho CRM?** I really don't have any thing about Zoho CRM which i don't like. I use the Platform and it's really great. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho help me to run Email Campaign in bulk where i can send mails in bulk, This saves my lots of time. There Dashboard is also great and easy to use. ### 26. Customer journey tracker **Rating:** 3.5/5.0 stars **Reviewed by:** Somya P. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Zoho CRM?** This is best way to track customers journey starting from creating lead to manage every action over the platform which help us to monitor things more closely **What do you dislike about Zoho CRM?** Once lead is created if anyone else have used name information than duplicate lead will generate whereas there should always proper notification for same **What problems is Zoho CRM solving and how is that benefiting you?** It store all records of our customer data along with stage indication which helped us in understanding the each level and let us know where is scope of improvement ### 27. Best CRM with Unique Leads filter. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2024 **What do you like best about Zoho CRM?** Zoho CRM have one unique feature, which is " Fields " in all Leads stages. And there Filters also helps me to track the Leads and its very easy to use. **What do you dislike about Zoho CRM?** They have lots of Header which can be merge and keep it simple. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM platform filters helps me to get my leads which was untoched just my clicked or filtering out from Leads section. And there are also more such filters which helps me to get my work done in very less time. ### 28. This CRM empowers businesses to streamline sales processes, track leads etc. **Rating:** 5.0/5.0 stars **Reviewed by:** Ashlee R. | Sales Ops Support Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Zoho CRM?** This CRM empowers businesses to streamline sales processes, track leads, automate tasks, and gain valuable insights for informed decision-making. **What do you dislike about Zoho CRM?** How technical it can be however it is easy once used frequently. **What problems is Zoho CRM solving and how is that benefiting you?** Problem: Manual and time-consuming sales processes can hinder productivity and lead to missed opportunities. Solution: Zoho CRM automates repetitive tasks, streamlining sales workflows and allowing sales teams to focus on more strategic activities. ### 29. Its is very Basic, there are better CRM like Hubspot, Salesforce **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2024 **What do you like best about Zoho CRM?** Its cheap, also it is easy to use, evn someone who is using CRM for th first time they can also use it **What do you dislike about Zoho CRM?** it dooes not has all kinds of complex filters, not much integrations possible **What problems is Zoho CRM solving and how is that benefiting you?** Keeping track of the TAM ### 30. User-friendly interface, robust contact and lead management **Rating:** 3.5/5.0 stars **Reviewed by:** Vishal T. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2024 **What do you like best about Zoho CRM?** Zoho CRM offers a user-friendly interface, robust contact and lead management, efficient sales tracking, customizable workflows, and seamless integration with other Zoho apps, making it a comprehensive solution for businesses seeking effective customer relationship management. **What do you dislike about Zoho CRM?** Some users express dissatisfaction with the learning curve associated with Zoho CRM, finding certain features less intuitive. Additionally, occasional performance issues and the need for improved customer support. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM streamlines sales tasks, boosts collaboration, and offers analytics for efficiency. As a sales consultant, it enhances customer relationships and automates processes, ultimately improving sales outcomes. ### 31. Zoho CRM is quite great CRM to work on it as it gives alot of Pipelines to work side by side. **Rating:** 4.5/5.0 stars **Reviewed by:** Nikhil B. | Senior Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2024 **What do you like best about Zoho CRM?** Pipeline system and reports are quite offen which i use on it. **What do you dislike about Zoho CRM?** Need to work bit on Customer support helpline number **What problems is Zoho CRM solving and how is that benefiting you?** It is helping me to create proper sales pipeline which helped me to increase profitablity ### 32. Most robust lead management tool ever seen **Rating:** 5.0/5.0 stars **Reviewed by:** Kuljinder K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2024 **What do you like best about Zoho CRM?** One of the easiest sales CRM, so many features, seamless suport, segmentation and many more options available. Easy to integrate. **What do you dislike about Zoho CRM?** So for nothing as such, the CRM is flawless. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho helps me in segregation of my leads making it easier to follow up on any leads eventually completion of my sales target. ### 33. Customer relationship tracking tool **Rating:** 3.5/5.0 stars **Reviewed by:** Muskan G. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2024 **What do you like best about Zoho CRM?** This is really easiest way to keep record of customer journey by modifying every update after creating the lead **What do you dislike about Zoho CRM?** There is no customer live updates available where customer can also know where is process currently to improve customer engagement **What problems is Zoho CRM solving and how is that benefiting you?** By using CRM we can keep record of every employee as who are client base how many leads he has generated during their tenure ### 34. A great platform for workflow! **Rating:** 5.0/5.0 stars **Reviewed by:** Justin W. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Zoho CRM?** I like how you can customize your experience for onboarding, CS, and repairs. So easy to implement all the tools at your disposal. I use it every day for my job. I even use it to integrate my lead generating NFC band, Linq. **What do you dislike about Zoho CRM?** It's a little cumbersome to figure out with no experience, or guidance. **What problems is Zoho CRM solving and how is that benefiting you?** All of my client and dealer conversations are logged. Even quote forms are generated throught the app ### 35. Best CRM Platform to running Email Campaign **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Zoho CRM?** The Zoho Platform enables me to easily run Bulk Email Campaigns, boosting my sales revenue growth. As a dedicated Zoho CRM user, I appreciate their overall work. **What do you dislike about Zoho CRM?** They should consider increasing the number of email sets in the Bulk Email Campaign. **What problems is Zoho CRM solving and how is that benefiting you?** Sending emails in bulk for company marketing significantly contributes to generating a considerable number of inbound leads. Zoho CRM is really great, especially their easy-to-use Email Templates and simple email testing. Big thanks to Zoho for this awesome platform. ### 36. Zoho is one of the best platform for Leads managment. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Zoho CRM?** This platfrom help to track leads and assign to my team mates, where i can create new leads or import them by csv. and plus we can also sync the leads set from google sheet. **What do you dislike about Zoho CRM?** I don't think that Zoho CRM have any drawback. I'm using it and this platform is very easy to use. **What problems is Zoho CRM solving and how is that benefiting you?** This platform gives me a way to import my all leads by just clicking few time as compare to any other CRM platform. I really like this. ### 37. A versatile CRM for all your needs **Rating:** 4.0/5.0 stars **Reviewed by:** Saurabh G. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2023 **What do you like best about Zoho CRM?** It is an easy to use CRM allowing for multiple roles for users. There is possibility of using pipeline, automation, reports and telephony integrations. It is quite easy to set up compared to other CRMs. **What do you dislike about Zoho CRM?** While the CRM provides multiple things out of box, you still need the help of integrations or use the APIs to build your own logic. For example, one of the glaring missing item is how the lead should be allocated to the sales team. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM has been pretty useful in ensuring one has a very clear path for leads to customer flow. Being able to send emails to leads automatically through workflow and set templates allows us to engage with leads on time. ### 38. Zoho CRM Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2024 **What do you like best about Zoho CRM?** Zoho CRM is the best for it's clean user interface. The reports and analytics are detailed yet simple to refer. The integration of Zoho CRM with other Zoho applications like Zoho People, Zoho Cliq are smooth. **What do you dislike about Zoho CRM?** Not encountered any thing as disadvantage or dislike about Zoho CRM. **What problems is Zoho CRM solving and how is that benefiting you?** I use Zoho CRM to create new leads, new accounts, and new opportunities after the sourcing. I can track the status of marketing qualified leads in Zoho CRM. I'll create reports of my lead generation for the given quarter or year. ### 39. I would be very likely to recommend this Zoho CRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Kshitija P. | SEM manager (Consultant), Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Zoho CRM?** zoho CRM offers so many features including Versatility ease of navigation and also zoho CRM has mobile apps for android and ios to access it from anywhere. zoho CRM is affordable to small start ups and businesses automation tools in the platform is a great way to streamline processes and save the time also the reporting time are good way of tracking performance **What do you dislike about Zoho CRM?** some of the features like reporting and customisation are advanced and can be challenging sometimes. eventhough it has intuitive interface it may require initial learning to grasp the grasp the functionalities and and maximize its potential **What problems is Zoho CRM solving and how is that benefiting you?** zoho crm is helping in the streamlining the sales, marketing, and customer support processes, automating tasks, and eliminating manual data entry. ### 40. All in One Zoho **Rating:** 5.0/5.0 stars **Reviewed by:** Tulsi T. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2024 **What do you like best about Zoho CRM?** Zoho CRM has aal solutions in one place, easily accessible and user friendly **What do you dislike about Zoho CRM?** nothing as such has come up, no hurdles as of yet **What problems is Zoho CRM solving and how is that benefiting you?** Zoho helps us run email campigns and connect with prospects overseas. this reduces the wait time in my sales cycle ### 41. Zoho CRM review **Rating:** 3.5/5.0 stars **Reviewed by:** Jigar P. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Zoho CRM?** Its user interface , easy to use , support and updates. many features, ease of intergation, **What do you dislike about Zoho CRM?** long time for support, accuracy of the lead and AI not user **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM is solving AI issues on the Platform, ### 42. Resolve the Daily marketing problems. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2024 **What do you like best about Zoho CRM?** Adding leads and sources of lead, which help in reaching out dynamically to customers. Integrate multiple software without using third-party vendors. Implementation is easy, not requiring much technical knowledge. Easy to follow up with leads via email & calls. Customize modules as per your business needs. **What do you dislike about Zoho CRM?** Downloading Excel is a little tricky. I think we need to reduce the pricing for the small business to grow in a structured way. **What problems is Zoho CRM solving and how is that benefiting you?** Not needing to manage the multiple sheet records for the leads reduces a lot of manual work to represent and show the reports to external delegates. Easy for building the customer mapping and the flow for email marketing. Time-saving and a dynamic approach to the customers. ### 43. I would like to recommend Zoho CRM to every firm. **Rating:** 5.0/5.0 stars **Reviewed by:** Sanjay K. | Associate Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Zoho CRM?** It's great package with all customisation options. **What do you dislike about Zoho CRM?** All things are good in Zoho CRM. nothing is bed **What problems is Zoho CRM solving and how is that benefiting you?** i can access the customer data and even send emails to customer directly from this ### 44. Customer relationship manager **Rating:** 3.5/5.0 stars **Reviewed by:** Manasvi S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Zoho CRM?** It's good place to manage all customer leads and track all that on one platform on every stage from generating leads and updating on every stage by modifying the existing leads **What do you dislike about Zoho CRM?** There is no track on front end like other platforms where we can get update on each changes made while receiving the notification generated from system **What problems is Zoho CRM solving and how is that benefiting you?** It's reallyime saving in terms of managing customer journey and maintaining the sales engagement without failure of remembering each every details that can be updated on platform ### 45. I had one month fee subscription **Rating:** 4.0/5.0 stars **Reviewed by:** Rehan P. | Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Zoho CRM?** Being able to use most of Zoho's Apps for one low cost per employee. **What do you dislike about Zoho CRM?** Integration with other Tools is limited and makes it work little tough. **What problems is Zoho CRM solving and how is that benefiting you?** Managing customer interactions and relationships through the Zoho CRM is much better ### 46. Easy to use zoho com integration **Rating:** 5.0/5.0 stars **Reviewed by:** Sandhya Y. | Senior Marketing Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2023 **What do you like best about Zoho CRM?** Zoho com is easy to use free CRM plan popular to track leads and manage contacts easily. It easy to integrate with G2 with single click. Provides excellent customer support with ease in implementation. **What do you dislike about Zoho CRM?** There is nothing downside in Zoho CRM to mention. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM helps businesses of all sizes build excellent customer relationships with a built-in AI sales assistant and other features like sales pipeline management, marketing automation, and much more. ### 47. Zoho CRM is a comprehensive CRM software that empowers businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Praveen K. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2023 **What do you like best about Zoho CRM?** One of the standout attributes of Zoho CRM is its user-friendly user interface, which makes it simple for customers to get around and utilize the platform's features. The user-friendly layout helps to ensure that both seasoned professionals and CRM newcomers can rapidly adjust to the program and increase its potential. With customizable dashboards and drag-and-drop modules, customers can customize their CRM practical experience to suit their particular needs and gain an extensive view of their overall sales performance. **What do you dislike about Zoho CRM?** The thing I dislike about this application is that, there are several elements that some people may find less advantageous. Like Zoho CRM's extensive features and customization options may present a problem for first-time users or those not familiar with CRM programs. The training curve can be high, needing some time to effort to be aware of and make use of the full range of functions. **What problems is Zoho CRM solving and how is that benefiting you?** The most significant problem that Zoho CRM deals with is the spread and unorganized customer data that companies frequently experience. By centralizing customer data within a database, Zoho CRM will help companies maintain a holistic view of their customers. It allows users to store and access important details for example, contact details, communication history, lead status, and purchase history in one place. This centralized approach removes the requirement for manual data tracking, reduces data duplication, and enhances data accuracy and reliability. ### 48. Zoho CRM: Empowering Business Excellence **Rating:** 4.0/5.0 stars **Reviewed by:** MK S. | Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2023 **What do you like best about Zoho CRM?** What I appreciate most about Zoho CRM is its intuitive and user-friendly interface. The customization options allow us to tailor the system to our specific needs, ensuring a seamless integration with our sales and marketing strategies. The comprehensive suite of tools simplifies lead management, communication tracking, and pipeline analysis. Zoho CRM stands out as a versatile and powerful solution that significantly contributes to our business efficiency and growth. **What do you dislike about Zoho CRM?** Watsapp can't be integrated directly in Zoho. We need third party connectors to use Whatsapp. **What problems is Zoho CRM solving and how is that benefiting you?** Zoho CRM tackles crucial challenges by streamlining lead management, automating communication, and enhancing analytics. It promotes efficient collaboration, boosts customer engagement, and contributes significantly to our sales effectiveness. ### 49. Good CRM at a very competitive pricing **Rating:** 4.5/5.0 stars **Reviewed by:** Het S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2024 **What do you like best about Zoho CRM?** very easy to use and teach to the team as well. features like tagging is very helpful **What do you dislike about Zoho CRM?** it is a great platform but if dashboard can be improved a bit more **What problems is Zoho CRM solving and how is that benefiting you?** managing the entire sales team, lead funneling, making dashboards fetching reports ### 50. CRM software is great for sharing client data and info internally **Rating:** 5.0/5.0 stars **Reviewed by:** Jack B. | Associate Planner, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Zoho CRM?** Ability for multiple users to interact and update. Ability to interact with outside client. **What do you dislike about Zoho CRM?** Sometimes it is almost too big to get all of the data in there. It feels like it is incomplete even though you have a lot updated. **What problems is Zoho CRM solving and how is that benefiting you?** Client management and client information sharing across internal departments. As well as allowing us to share documents securely to and from clients. ## Zoho CRM Discussions - [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [When is Zoho going to make an update in their visual environment?](https://www.g2.com/discussions/26596-when-is-zoho-going-to-make-an-update-in-their-visual-environment) - 2 comments, 2 upvotes - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote - [View Zoho CRM pricing details and edition comparison](https://www.g2.com/products/zoho-crm/reviews?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-07-12+15%3A15%3A21+-0500&secure%5Bsession_id%5D=809e75ce-8239-41fe-a600-ee5f098ffac7&secure%5Btoken%5D=54cbbd5a1a94997c615628427560096296dd91a7c0d97e8f7916449e5af676ad&format=llm_user) ## Zoho CRM Integrations - [3CX](https://www.g2.com/products/3cx/reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [AWS Lambda](https://www.g2.com/products/aws-lambda/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [Clay](https://www.g2.com/products/clay-com-clay/reviews) - [CloudTalk](https://www.g2.com/products/cloudtalk/reviews) - [CRM Assistant for Gmail™](https://www.g2.com/products/crm-assistant-for-gmail/reviews) - [Dripify](https://www.g2.com/products/dripify/reviews) - [Facebook](https://www.g2.com/products/facebook/reviews) - [Facebook for Business](https://www.g2.com/products/facebook-for-business/reviews) - [Fin](https://www.g2.com/products/fin/reviews) - [GitHub](https://www.g2.com/products/github/reviews) - [Glip by RingCentral](https://www.g2.com/products/glip-by-ringcentral/reviews) - [GoCardless](https://www.g2.com/products/gocardless/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Ads](https://www.g2.com/products/google-ads/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Calendar for Confluence](https://www.g2.com/products/google-calendar-for-confluence/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - [HubSpotGA4](https://www.g2.com/products/hubspotga4/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [JustCall](https://www.g2.com/products/saas-labs-justcall/reviews) - [KrispCall](https://www.g2.com/products/krispcall/reviews) - [Kylas Sales CRM](https://www.g2.com/products/kylas-sales-crm/reviews) - [ManageEngine Endpoint Central](https://www.g2.com/products/manageengine-endpoint-central/reviews) - [Maqsam](https://www.g2.com/products/maqsam/reviews) - [Metabase](https://www.g2.com/products/metabase/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [MySQL](https://www.g2.com/products/mysql/reviews) - [Nextiva](https://www.g2.com/products/nextiva/reviews) - [Node.js](https://www.g2.com/products/node-js/reviews) - [Perk (formerly TravelPerk)](https://www.g2.com/products/perk-formerly-travelperk/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Seamless (formally Seamless.AI)](https://www.g2.com/products/seamless-formally-seamless-ai/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Spendesk](https://www.g2.com/products/spendesk/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Valyx](https://www.g2.com/products/valyx/reviews) - [Wati](https://www.g2.com/products/wati/reviews) - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews) - [WooCommerce](https://www.g2.com/products/woocommerce/reviews) - [Yeastar P-Series PBX System](https://www.g2.com/products/yeastar-p-series-pbx-system/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho Analytics](https://www.g2.com/products/zoho-analytics/reviews) - [Zoho Books](https://www.g2.com/products/zoho-books/reviews) - [Zoho Campaigns](https://www.g2.com/products/zoho-campaigns/reviews) - [Zoho Cliq](https://www.g2.com/products/zoho-cliq/reviews) - [Zoho Desk](https://www.g2.com/products/zoho-desk/reviews) - [Zoho Expense](https://www.g2.com/products/zoho-expense/reviews) - [Zoho Forms](https://www.g2.com/products/zoho-forms/reviews) - [Zoho Mail](https://www.g2.com/products/zoho-mail/reviews) - [Zoho Marketing Automation](https://www.g2.com/products/zoho-marketing-automation/reviews) - [Zoho SalesIQ](https://www.g2.com/products/zoho-salesiq/reviews) - [Zoho Social](https://www.g2.com/products/zoho-social/reviews) - [Zoho Survey](https://www.g2.com/products/zoho-survey/reviews) - [Zoiper](https://www.g2.com/products/zoiper/reviews) - [ZoomInfo DaaS](https://www.g2.com/products/zoominfo-daas/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Zoho CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Configuration - cpq** - Configuration Rules - Price Configuration - Visual Configuration **Competition** - Competition Templates - Custom Competitions - Team Competitions - Simultaneous Competitions - Competition Adjustments - Awards and Incentives **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Customer Requirements** - Quoting - Configuration - Pricing **Platform Basics** - Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics **Content** - Document Collaboration - Versioning - E-Signature - File Request - Feedback **Lead Monitoring** - Features - Performance - Identification **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Lead Capture** - Cross-system Integration - Proactive Assistance **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Enablement** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Relationship Management - Insurance CRM** - Renewal Management - Client Communication Tools - Lead Tracking - Contact Management - Winbacks - Communication History - Activity Management - Reputation Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Content Management** - Content Import - Content Creation - Templates - Advanced Search - Content Storage **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Analytics** - Open Rates - Link Activity - Attachment Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Contracts** - Creation - Negotiation - Execution **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application **Data Capture** - Mobile - Websites - Social Media - Data **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Agentic AI - Sales Gamification** - Autonomous Task Execution **Follow up Automation - Insurance CRM** - Automated Follow-Ups - Marketing Campaigns **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Integrations** - CRM Integration - Social Collaboration Integration - TV Streaming **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Analytics** - Reporting - Alerts - Account-Based Engagement - Content Utilization **Discovery** - Lead Management - Scoring/Ranking - Lead Context **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Performance Analysis** - Peformance Tracking **Revenue** - Invoicing - Matching - Recognition **Analytics** - Export/Import - Reporting **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Generative AI** - AI Text Generation **Document Management - Insurance CRM** - Documentation handling **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Platform** - Reporting - User, Role, and Access Management - Enterprise Scalability - Data Import & Export Tools - Performance and Reliability **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Management** - Conversion Viability - Workflow **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Customization** - Forms - Personalization - Templates - Integration **Generative AI** - AI Text Generation **Integrations & Reports - Insurance CRM** - Integrations - Reporting & Analytics **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Platform** - Data Synchronization - Analysis **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Learning Management - Sales Enablement** - Sales Training - Sales Coaching - Sales Onboarding **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Revenue Enablement - Sales Enablement** - Cross-Functional Alignment - AI and Automation - End-to-End Customer Journey Insights **Generative AI** - AI Text Generation **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Employee Features** - User Profiles - Notifications - Mobile ## Top Zoho CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,664 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,262 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)