Zoho CRM Reviews & Product Details

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.

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 provides a centralised platform to manage leads, contacts, and client interactions in a much more structured way compared to spreadsheets. The automation features are especially helpful for follow-ups and reminders, which reduces manual work.

I also like the customisation options — fields, modules, and workflows can be tailored to fit my outreach needs without needing technical expertise. The reporting and dashboards give me better visibility into my pipeline and activity tracking. Review collected by and hosted on G2.com.

Zoho CRM provides a centralised platform to manage leads, contacts, and client interactions in a much more structured way compared to spreadsheets. The automation features are especially helpful for follow-ups and reminders, which reduces manual work. I also like the customisation options — fields, modules, and workflows can be tailored to fit a coaching business without needing technical expertise. The reporting and dashboards give me better visibility into my pipeline and activity tracking. Review collected by and hosted on G2.com.

What I really like about Zoho CRM is how easy it is to use and how it helps keep everything in one place. It makes managing leads, follow-ups, and customer conversations feel more organized without being overwhelming. I especially appreciate how it helps build better relationships—everything’s at your fingertips, so you're not just selling, you're actually connecting with people, very supportive for our customers and immediate response from zoho helpdesk. Easy integration with other tools like outlook, jira. It took 3 month for us to implement this. Review collected by and hosted on G2.com.

Importing reports in ZOHO CRM, can be challenge because everytime we have to select the format after uploading csv file in it.Otherwise it's good and easy to use. Review collected by and hosted on G2.com.

Zoho í super easy to use and has a ton of features especially for lead management, tracking and analytics. It was easy to implement to our current work flow and we use it everyday for our Business Development team. It was really easy to integrate and the support provided by Zoho team is really amazing. Review collected by and hosted on G2.com.

no issues as of now, will inform if we face any challanges in the future Review collected by and hosted on G2.com.

Affordable Pricing

Zoho CRM offers one of the most cost-effective solutions compared to other major CRMs like Salesforce or HubSpot. It has flexible pricing tiers and even a free plan for small teams.

Highly Customizable

Users can customize modules, fields, layouts, workflows, and dashboards to fit unique business processes.

Custom functions and scripting through Deluge provide advanced automation options.

Feature-Rich at Low Cost

Includes core CRM features like lead, contact, and deal management.

Advanced features such as AI (Zia), workflow automation, email integration, and analytics are available in mid-tier plans.

Strong Ecosystem

Integrates well with other Zoho apps (Zoho Books, Zoho Desk, Zoho Campaigns, Zoho Analytics) for a unified business suite.

Supports integrations with third-party tools like Google Workspace, Office 365, RingCentral, and social media platforms.

Mobile Accessibility

Dedicated mobile app for iOS and Android allows remote teams to manage leads, deals, and communications on the go.

AI-Powered Assistant (Zia)

Provides predictive sales analytics, lead scoring, anomaly detection, and workflow suggestions to boost efficiency.

Multi-Channel Communication

Supports email, phone calls (via telephony integrations), live chat, social media, and web forms in one platform.

Good Automation & Workflow Tools

Automation for tasks, approvals, and reminders reduces manual work.

Blueprint feature helps enforce process consistency. Review collected by and hosted on G2.com.

Steep Learning Curve

While highly customizable, the interface and settings can be overwhelming for beginners.

Advanced features like Deluge scripting require technical expertise.

Limited Customer Support on Lower Plans

Standard support can feel slow or basic unless you upgrade to a premium support plan.

Priority support is only available at additional cost.

Performance Issues at Scale

Some users report slow load times and lag when handling very large datasets.

High-volume businesses may face limitations compared to enterprise CRMs like Salesforce.

User Interface (UI) Complexity

The UI is functional but not as sleek or intuitive as some competitors like HubSpot.

Navigation can feel cluttered with too many options.

Integration Limitations

While it integrates with many apps, some advanced integrations require third-party tools or Zoho Flow.

Limited out-of-the-box integration with niche software.

Customization Can Be Time-Consuming

Setting up custom workflows, fields, and processes requires significant time during onboarding.

Poor initial setup can cause confusion and inefficiencies.

AI and Advanced Features Locked in Higher Plans

Features like Zia AI, advanced analytics, and blueprint automation are not available in entry-level plans. Review collected by and hosted on G2.com.

I have been using it for the past two years in my insurance agency. We developed two modules, one for policies and another for carriers. The pricing is good, and having everything in one platform makes it very easy to use. Review collected by and hosted on G2.com.

The text message integrations are difficult to use and not very user-friendly. Review collected by and hosted on G2.com.

Zoho CRM is very good in automation, customer management, task management, teamwork, campaign management, project management, and more. It's easy to use and manage. Value for money. Review collected by and hosted on G2.com.

The UI of this software is not very good. Review collected by and hosted on G2.com.