Zoho CRM Reviews

Pros
Extremely powerful customization options (100 custom modules, workflow rules galore, etc.) Integrates with every other Zoho app The price is killer low, ESPECIALLY when it's part of Zoho One I really like the updated UI, I actually prefer it to Salesforce

Cons
It can be slightly trickier to train inexperienced folks on Zoho CRM compared to something a little more streamlined like Hubspot. Not a huge issue at all, it's just slightly more complex.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Free and low cost monthly to start with. Really affordable. I used Zoho on and off when I first started my business. Came back to it because it is a low cost and overhead can hurt your startup business. It's also very simple to use. Really easy to get set up and its simple interface can be easy to manage for even non tech-savvy people. You can use an app if you are on the go, and it does have some workflow automation for even the low cost plans while integrating with their other software such as invoice and subscriptions. You can also customize fields in Zoho CRM a lot easier than other systems, which works well if the office jargon doesn't quite match.

Cons
For the free or low cost plans it requires manual work on the users part, which for the cost is not a bad thing. The email marketing in my mind is kind of deceiving, mainly because when I think of email marketing I think of an automation sequence which can follow up with leads based on their interactions.

Rating breakdown

Likelihood to recommend: 8/10

Pros
I like ease-of-use, price, and easy customization.

Cons
It's a young company so there are some glitches/kinks still being worked out

Rating breakdown

Likelihood to recommend: 10/10

Pros
A Huge pro for Zoho is that it is free! It contains all the must-have features that most CRMs use l like uploading leads, contacts, creating and sending emails, templates, tasks, etc. The user interface is very simple and user-friendly. It is robust enough to allow you to customize your dashboard view so you can be even more efficient. Zoho does integrate with outlook and googles calendars, making it easy to schedule and send invites to clients/customers outside of your organization. The email templates are also a useful feature that is so easy to use. You can upload your own photos, logos and custom colors.

Cons
What I don't like about the CRM is that email campaigns and invites from Zoho are more likely to be blocked by spam filters. After sending out email campaigns and invites, I have had to follow up with most of the individuals I reach out to, because it has been filtered to their junk email. I can't seem to find a consistent pattern either - as some people from the same organization received the email in their inbox, while others found it in their junk mail.

Rating breakdown

Likelihood to recommend: 9/10

Pros
I liked that I could hit the ground running with the out-of-the-box configuration. I really like that I can continue to configure and add additional business rules as I build the business. An odd but big one for me is hyper-linked phone numbers so I can click and call w/out picking up my cell phone. There's very little about this tool that I can't do if I take the time to try.

Cons
The configurable email templates are awesome but I really, really dislike the email editor. It's not wysiwyg in that how it looks w/in Zoho is not how it looks when the email goes out. I'd like to see more fonts and more ability to configure the overall layout. Also - doesn't handle 'signatures' very eloquently.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Zoho CRM is equipped with an excellent and pleasing User Interface. They offer a lot of great features which are not available in its competitor's product like their scripting language 'Deluge,' their artificial intelligence system 'Zia,' etc. With the help of Deluge, I have automated a lot of my daily tasks like organizing meetings with the client's, internal meetings, etc. I can easily import the data collected through Zoho forms and can upload into the Zoho form and perform automated tasks by creating a script in Deluge.

Cons
I find a little difficulty while mapping the fields in the Zoho CRM and my imported file from the Zoho forms. I wish to create the areas under the modules could be made much more straightforward.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I started using ZohoCRM to help make sure I didn't forget up coming events. I didn't have a lot of clients but I needed a way to document conversations and make sure each clients was given the same information. Fast forward my company has grown and ZohoCRM has stayed my go to for client management. When I first started I didn't uses any of the automation. Now, I couldn't survive without the automation! We are so busy and leads are coming in from so many different avenues that potential clients could slip through the cracks. But with this CRM no client gets missed. I never worry that I will forget any critical touch points with clients because the automation triggers ensure I don't and I receive emails in in the morning with every task I need to complete. The home screen gives me a clear picture of what leads we have, what tasks we need to tackle, and what events we have coming up. I have not seen another CRM that will give you more bang for your buck.

Cons
It took me a while to understand how to customize the automation. I would recommend them creating video tutorials.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Reporting. Dashboards, Association factor of leads and contacts.

Cons
Customer Support, Lack of Customizations

Rating breakdown

Likelihood to recommend: 8/10

Pros
As with every Zoho product I have I evaluated, the CRM tool is very intuitive, easy to set-up, configure and customize. Adding/removing users, assigning roles, editing lists, formating fields, setting up workflows and etc., this is really a true "user-friendly" product. To be honest, unless you are the US Government or Wells Fargo or some massive institution like this, I found Zoho CRM features, functionality and related to be very familiar to most other products I have used. And I really appreciate the GUI design across their entire platform. Very clean, easy on the eye, really cool graphics.

Cons
The only challenging aspect, or maybe area for improvement is related to data migration. Now, the entire globe struggles with data mirgration so I dont hold it against Zoho CRM at all. But if the Zoho team wants to really take the market by storm, juice up the data mirgration process, execution, functionality, interface, team, apparatus or whatever. Be better than any of your competitors.

Rating breakdown

Likelihood to recommend: 10/10

Pros
* Easy to use: not hard to find features and navigate the options * Easy customization of modules and fields * It has more features than we need * Very ubiquitous, which means that others have integrated already. We use RingIO for our call management, which was readily integrated with Zoho * It is quite fast most of the time * Do not recall any downtimes ever * Customer support seems to be quite attentive and responsive, which is very nice considering it is a a really large company * You can see the evolution in usability without being too pushy with radical changes All in all I see a lot more pros than cons

Cons
* The reporting engine leaves a lot to be desired. Yes, you can customize reports, but it is very basic. You can't really anything beyond the most trivial filters so we ended up created redundant fields that were necessary to work with the engines. At some point we ended up exporting the data to netTerrain and using netTerrain for the reports, which has a much better reporting engine * The API is not really RESTful. The security schema is weak and in general REST guidelines and patterns are not complied with

Rating breakdown

Likelihood to recommend: 9/10

Pros
Zoho CRM is a basic tool for representing our products in front of clients. It provides us best features for creating a good relation with customer. We can describes all features of product and get helpful remarks of customer for further improvements. User can track customer in various ways and have all access to customers profile. Easy way to stay in touch with customer and connect them at the time of need. It's a better option for us to upgrade our business to high level.

Cons
Zoho CRM has basic features for marketing but also have some difficulties to work with this tool. A little bit complex for new user and have so many options are quite hard for work. Should be an option for connect with section and fields. Zoho CRM is much difficult for configure products in front of clients and So expensive for purchasing license. Need more updates for work better for marketing our products completely.

Rating breakdown

Likelihood to recommend: 10/10

Pros
We love a lot about this software but one of the most liked features is that you can connect it with many other apps that they have and everything works seamlessly. Also worth to mention that the pricing is scalable and you pay only for the apps that you want/need, instead of paying huge amounts for a system with features that you won't use/need.

Cons
We wish that it would be possible to be able to connect all the apps with a website that will allow users access their data and update it in real time. The process to connect the system with a website has to be done with a professional programmer and can be difficult.

Rating breakdown

Likelihood to recommend: 10/10

Pros
ZOHO CRM is a tool that allows you to monitor social networks and easily through their communication tools such as emails by sales flow, or the interactions of our services in social media raise the productivity of the company. also the system has integrated tools that provide a virtual environment to manage from the control panel the interaction with my clients and to close more productive deals and on the other hand the ability to generate statistical data that allow me to make the most appropriate decisions in the company.

Cons
Regarding the interaction with the Google Ads, the vision with respect to the investment in advertising that is invested is somewhat complicated to manage from the software and at the time of programming the supervision of the expense it is based on if the campaign works is somewhat I print the indicators that the program shows. On the other hand in terms of encrypted data security, audit records, IP restrictions and two-factor authentication, it is not easy to configure because it has protocols that are not simple for the management of any user.

Rating breakdown

Likelihood to recommend: 10/10

Pros
We use Zoho to track our sales leads, ongoing projects, and trade shows. In general I'd say the biggest pro is the flexibility and customization offered by the software. It's some serious bang for your buck! To this day, we create new tabs and have it track new lists or integrate it with new software.

Cons
The mobile app. It's really lacking. It will not display leads or trade shows as they are sorted on my desktop, which ultimately makes it useless. Sorting alphabetically doesn't work for leads or trade shows when the database goes back 7 years. If a mobile app is vital, Zoho may not be the best solution for you until the app is upgraded.

Rating breakdown

Likelihood to recommend: 10/10

Pros
It's a fully functional CRM package for a small enterprise. It is relatively intuitive to use and I like that automatically picks up the emails you send and appends them to the client record, provided you've entered the clients email details.

Cons
The Indian call centre is a disgrace. Worst I've come across and that's saying something. I don't think that the CRM calendar sync's with the email calendar.

Rating breakdown

Likelihood to recommend: 5/10

Pros
I love that Zoho has many different "bolt on" features that I can add depending on the needs of my business. The ability to integrate and scale is one of the many things I really like about Zoho. It's basically an Ala Carte menu that I can take advantage of when necessary. Zoho CRM and other Zoho products integrate seamlessly and you don't need a programming degree to figure it out. Having a better then average understanding of how technologies work is very helpful, but the novice shouldn't have any problems getting acclimated to how Zoho CRM works.

Cons
Like most software services like Zoho their customer service isn't ideal and it often takes some time for someone to get back to you if at all. This is one of the biggest CON's I've noticed. You pay much less for their services, but you lose the customer service touches you would typically get with a service like salesforce.com. If you can handle the trade off, some people can't, then Zoho is for you. If you are aren't willing to sacrifice the ability to get CS in real time then Zoho isn't for you.

Rating breakdown

Likelihood to recommend: 8/10

Pros
zoho's crm has buckets and buckets of available information. it intergates well with outlook calendar and contacts. it is a very useful time management tool.

Cons
zoho's crm has buckets and buckets of available information. sometimes when it rains it pours. there was too much to manage or understand proficiently with out going to zoho school. who has time for that? and the support and training we were promised were surface like at best. This may have had more to do with our companies zoho rep, but as far as we were concerned that was our 'face of the franchise" and he was far from an MVP candidate

Rating breakdown

Likelihood to recommend: 4/10

Pros
Zoho makes it easy to communicate with our clients, send them links, and helps us know if they have been keeping up their end of the bargain with communication. I really like that Zoho can show us which clients we have sent things like our questionnaire to and even tells us which clients have clicked on it to open it! That way they can't say they haven't received it!

Cons
The only thing I found that irritated me about Zoho was the two-factor authentication that was auto-enabled when we first started using the program. Being just a user on the account, it would always send a verification code to my boss when I tried to log in. If he wasn't available to get that code it me, I couldn't access the program. Finding how to turn that off from the firm account was not the easiest!

Rating breakdown

Likelihood to recommend: 10/10

Pros
I like the ease of use of the Zoho platform. We were able to get everything setup and working in about a day. We have this connected to our eCommerce platform and are able to easy import our records to keep the system up to date. It allows our CSR team to know just what a customer has done with us in the past and keep the conversation in context each time they talk. We also utilize the chat from Zoho SalesIQ that is connected with the CRM to keep all communication channels in sync.

Cons
I do not care for the API limits that are enforced on the platform. Users get roughly 3000 api calls a day. This can make initial data loading for an established business take a while to get all legacy data imported into the system. Once things are there it is not much of a problem, but any time you may decide to import a new large data set this can really hinder the process of getting everything over in a timely manner.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Easy, everything is everywhere, easy to access even from the cell phone, it is incredible that all the information is online. It helped me a lot not to depend on sitting in the office to work.

Cons
It can be adapted for all companies, however for Latin America and certain information such as the NIT field that is not found but solve it by generating an alphanumeric field

Rating breakdown

Likelihood to recommend: 10/10

Pros
To be honest, I was looking for a free CRM to run my small digital marketing agency, so the price point is fantastic. That said, the features and what you can do with this at the free level is pretty remarkable. The methodology will be familiar to anyone familiar with CRMs.

Cons
So it's unlikely that anyone is going to move from SalesForce to Zoho, unless it was a pure pricing play. It's a little "clunkier" than other well known CRM's, but it has gotten better. I've used Zoho for about 5 years, and this is pretty trivial, but it would sure be nice to be able to view more than 50 leads per page.

Rating breakdown

Likelihood to recommend: 8/10

Pros
I used ZohoCRM in two different jobs. My first job was in Sales and Account Management. I used ZohoCRM on a daily basis and I was not the one who set it up originally. The tool is really easy to use with very good flexibility in adding/removing/changing fields. You can also add workflow automation which is great when you get it right. On my second job I actually set it up from scratch and I was surprised at how easy it was to set it up and get it running. Since I was an experienced used before, it took me, literally, less than an hour to get it up and going. I was able to import hundreds of contacts and leads with just a few clicks.

Cons
The interface could be cumbersome at times. The editing of individual fields should allow the user to click anywhere in the field to go into update mode. Instead you need to click on the actual pencil, which depending on your screen resolution can be small and not as easy to target and click on it. The automation workflow is great, but it's hard to get it right and there's no easy way to test it out to see if it's going to do what you'd expect. If you set it up wrong you may not realize until some time later. It'd be good to have a way to test the automation you're allowed to configure.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Zoho is cheap. And that is what I like most about htis software. It's economical for any kind of business - yet not compromising a lot on important features. Customization is fairly simple and easy. That's a big plus when it comes to maintaining your funnel with the kind of business you've got.

Cons
What I least like about Zoho is their support. When I initially started using it and wanted to go about checking for certain features, I spent hours in the internet surfing for answers in their official Forum. As it turns out, there are no updated answers to old issues. I realized support has not done a great job with hundreds of queries people had on different features (marketing automation, tracking etc) While it's buggy, I'm afraid to raise support issues with the kind of experience people have faced in their support forum.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Easy to use - Easy to import and add contacts from other apps and CRM software - Ability to modularly adapt the apps to fit your team’s needs. - Ability to write custom code when the app doesn’t do have a feature - A phenomenal support team ready to help and even implement new features upon users’ request - A terrific community of users who regularly hold events in person

Cons
The inability to share contact templates between modules (Deals, Leads, Contacts). When the holidays come, I have to make a separate template for each module. Why wouldn’t I want to wish a happy holiday to everyone? I’ve spoken with the team about it and for some reason that’s not in the plans right now.

Rating breakdown

Likelihood to recommend: 9/10

Pros
We investigated so many CRM's and found many of the others to have good marketing but a lesser product at a higher cost. We started with the free version and gradually moved up to the Enterprise Subscription so we could fully customize not only basic CRM functions but a full transaction management system. We have several custom modules and custom buttons that the Zoho Engineers designed to our specifications at no extra charge! You can use it right out of the box and get great value but the customization was really the icing on the cake for us.

Cons
I like that their is a whole suite of products that can integrate into the CRM but unfortunately the three we have tried/investigated Zoho Websites, Zoho Mail & Zoho Survey have not offered us the functionality we need so we have had to use alternative products. Older versions linked with LinkedIn so you could synchronize pictures of contacts but this no longer is possible - I think due to LinkedIn making an exclusive agreement with another CRM provider?

Rating breakdown