Zoho CRM - 2026 Pricing, Features, Reviews & Alternatives

“Forms are important for lead capture and finding out what your audience likes. Integration allows me to capture form leads immediately and automatically be added to the sales pipeline.”

“In our marketing campaigns we send alot of Zoho Forms link to collect leads and sends it back to our CRM with the help of Zapier and Zoho Flow.”

“Sometimes we need to use the fill of some form from Zoho Forms to share customer's data with the Operations team.”

“Helps again going back to customization. being able to build forms to gather the info WE need for our work.”

“It streams line the onboarding process by entering data on all necessary places at once .”

“The integration has made it possible to extend our support services to our social media platforms.”

“Engaging and sharing information with our customers across our social platforms.”

“It has made it easy for us to do marketing across our social media platforms.”

“It allows for tracking social interactions and a quick click to add to CRM.”

“With zapier we can manage automations for all our web applications using webhooks to obtain all the data from our leads.”

“Zapier is the tools which connects our google sheet with Zoho CRM to send the data from Google Sheet to Zoho CRM.”

“Zoho CRM is easy software to integrate with different third-party apps. It helps to save time.”

“Zapier automates the process of sending welcome emails, quotes, and invoices to customers.”

“An email client to send emails of campaigns, follow-ups and meeting scheduling is critical, and I use Zoho mail for all my business communications.”

“Enhanced communication efficiency Improved customer engagement Optimization of sales and marketing efforts for business”

“Able to create my own domain email and track emails for the business in conjunction with CRM”

“it is of great importance all these unified tools make the company a safe place all the information we need is there”

“Our sales team can easily connect with customers and track IT tickets with Zoho Desk.”

“The integration is good, but not always easy to access or turn into actionable data.”

“So that you can track your emails on your Gmail account as well and whenever your client is reverting to our email. You will be getting a notification on Zoho and Gmail both. Easy, right? We just love it!”

“It is nice to be able to send emails directly from a client's record as well as see all past emails for reference!!!”

“This was critical to be able to send out regular reports to the customers and the management, but we faced quite some issues - the reports did not update automatically, the emails were not sent, incomplete data was sent and the like”

“Some reporting capabilities were missing, so we have to utilize PowerBI for advanced analysis and reporting.”

“The main tool of notificaiton and communication was MS outlook, so it is very important to have a smooth integration.”

“This is what we first had and had to transfer our contacts from this platform to Zoho.”

“Seamless sync of contacts, quotes, and invoices. Saves time and avoids double data entry between sales and finance.”

“Main platform we have been using so critical they integrate well together. ”

“Information should flow between CRM and Campaigns - bringing lead/contact information in for creating marketing campaingns, then being able to see interactions for each lead/contact. The first part used to be much better, where you could build your query in CRM, then bring it in, but Zoho recently changed it. Still works, but more challenging. It is better on the other end, as you can see any emails sent out and actions taken when viewing records in CRM.”

“Leads nurturing and warm-up process is done here so that our sales team can convert them easily.”

“Good for linking deals to tasks. You can assign projects from CRM and track progress, but task views could be better.”

“Accounts are shared via templates, it's complicated to setup but can be done.”

“It integrates soo well to track marketting campaigns progress and performance ”

“Very important for the accurate documentation and team acknowledgements to flow into the CRM for tracking for compliance purposes.”

“Important for us in the media and research assessments. Used more than 5 times a month without any hassle so far”

“Because it enhances productivity and streamlines communication within our team. By syncing Zoho CRM with Google Workspace, we can easily manage emails, calendar events, and contacts all in one platform.”

“The integration is seamless and constant which makes it easy to handle payments and keep track of data efficiently ”

“Great for internal communication. Integration shows CRM updates in channels and lets us trigger actions from chat.”

“It allow us to attend virtual meetings with customers for support and to discuss about sales.”

“Zoho CRM is easy software to integrate with different third-party apps like MAKE/Integromat, which are automation 3rd party apps. It helps to save time and reduce human manual efforts.”

“DOES NOT directly integrate. Zoho data can be passed to getresponse but real time Getresponse data cannot be pushed to zoho directly. One needs a separate software again to marry the two :( ”

“It helped us in avoiding the hectic process of import and export of contacts”