Zoho CRM Reviews

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March 11, 2021
Jon Porreca | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Zoho CRM is very customizable. The out-of-the-box modules are a great start however the system allows you to customize them to better fit internal operations.
  • The integrations with other Zoho apps is crucial to us, and Zoho CRM acts as sort of the hub for our teams project tracking, communication, and task tracking. Most if not all other Zoho apps have a native integration back to Zoho CRM.
  • Reporting features are excellent. Likewise, the ability to create custom "Views" within our modules record also provide us with deeper insights to the critical data stored within Zoho CRM.
  • I would say some UI enhancements, although this feature is on it's way with the soon to be released canvas builder. This will allow us to create a homepage view within each module so our users get all the important info they need in a beautifully designed layout to optimize their time spent in Zoho CRM.
  • The integrations with Zoho social, or other social media tools. This may stem from my lack of effort to better utilize this existing feature
  • To be honest I really can't say much is missing from Zoho CRM. One last thing to add is that there are so many functionalities of Zoho CRM that configuring each to optimize our teams success is difficult. It's important to take advantage of the features that best reflect our companies internal processes.
Read Jon Porreca's full review
March 08, 2021
John Hinson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Organize data
  • Several filters to allow you to view data in different ways
  • Allows us to manage tasks
  • Calendar integration is buggy
  • RingCentral integration is buggy
  • Social integration is a little lacking
Read John Hinson's full review
March 11, 2021
Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Truthfully do not have many pros
  • Hard to set up and manage
  • Difficult to integrate with basic marketing technology
  • Lack of customer support
  • Late support response times
Read this authenticated review
March 08, 2021
Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Ease of use for adding tasks to keep reps on track and following up
  • Integration with Ring Central to call and track right through Zoho
  • Customization opportunities
  • The navigation is a little clunky
  • Customization can be a detriment since undoing previous iterations while maintaining the data can be challenging
  • You need a clear SOP on where to work out of (contacts, deals, accounts) since the notes don't necessarily transfer
Read this authenticated review
June 21, 2020
Thomas Slamaris | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • It is a complete platform for anything we can think of.
  • It is very affordable and we save a lot of money and effort.
  • It offers new ideas for Marketing and Sales even for very small businesses.
  • We can have easily and fast the whole image wherever we are.
  • We serve our clients and respond, instantly impressing them.
  • Really it's hard to find something since they are always a step ahead. Maybe a better functionality for the locating features in the mobile app.
Read Thomas Slamaris's full review
May 21, 2020
Aslam Sayyed | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • It helps in data managment.
  • It helps in bringing the team together..
  • It is a B2B and B2C solution for the organization.
  • Required still more of customization to start.
  • They need to fix their support issues.
  • Social module doesn't allow for multiple Twitter, Facebook, etc. It must be enhanced with more features.
Read Aslam Sayyed's full review
March 07, 2020
Prashant Choudhary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Management of client accounts, new business leads, and old client meetings all in one place.
  • Ease of conversion from a lead to an account.
  • Ease of management and keeping track of deadlines and due dates.
  • Ease of integration with other software.
  • Accessibility of read-only data to almost every user.
  • Ease of analytics.
  • Sometimes there are bugs in entering the data.
  • An upper limit on modules listed on the webpage should be increased.
  • Would be nice if it logged out after a period of no activity.
Read Prashant Choudhary's full review
December 30, 2019
Tanish Pruthi | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • I adore the reports feature. I set up a report which contained the new potentials that were created within that week. It would periodically go to all the stakeholders in the organization.
  • The Dashboard feature is quite amazing. I use it to do various kinds of data analysis. I have created a dashboard where I am able to see the number of potentials that are created from each marketing channel-SEO, AdWords, etc.
  • I really wish they change the interface of the platform. The interface is quite lifeless and it can sometimes become very unmotivating to work on it.
  • Sometimes, the integration with HubSpot doesn't work efficiently. It can take hours before a pre-qualified HubSpot lead appears on Zoho.
Read Tanish Pruthi's full review
October 21, 2019
Jesus Chacon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • It has a very intuitive interface that is easy to use even if it is first wing.
  • It has great ability to work with social media integrate very well.
  • The modules or tools to send emails by email is great allows us to carry out successful campaigns.
  • It facilitates the workflow we manage to connect with customers and improve sales.
  • Some important options require many steps to find them.
  • Integration with gmail is not easy.
Read Jesus Chacon's full review
March 04, 2020
Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Promise of robust feature set
  • Web applications
  • Mobile applications
  • Technical support is the worst of any company I have ever encountered
  • Their product suites are very buggy
Read this authenticated review
September 21, 2019
Adam Montgomery | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Zoho CRM has an incredible amount of features, from tagging contacts to social media integration (LinkedIn, Facebook, etc) and email capabilities.
  • Zoho CRM is very customizable. The entire look and feel of each page and account can be customized to fit your organization's needs.
  • Zoho CRM is just one of the products offered under Zoho's suite of software products. It easily integrates with other enterprise software like Zoho Project Management and Zoho email.
  • Zoho CRM customer service is responsive but when dealing with a specific issue, it can be time consuming and cumbersome to schedule a call to review the issue. Oftentimes while waiting, I spend a lot of time searching for answers on 'how to' videos and FAQs, but searching for answers this way can be frustrating.
  • While all of the functions and features are great, new users can find Zoho CRM a little overwhelming. It takes a while to fully grasp all of Zoho CRM's capabilities.
  • Zoho has other software products but it can be challenging to know when it would be useful to turn to their other products. For example, Zoho CRM has emailing functions but there is also Zoho Emails, which is a separate product.
Read Adam Montgomery's full review
September 24, 2019
Nicolas Bedard | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Multi-Functional platform.
  • Ability to create and manage macros.
  • "Bulk" updates of contacts.
  • Support could use some improvement, waited a day for something that needed to be ASAP.
  • Leads not updating funnel correctly.
  • Franchises not appearing when typed, need to manually search and select.
  • Difficulty managing dashboards at times.
Read Nicolas Bedard's full review
September 17, 2019
Oral Tosun | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Its Gmail extension makes things easier. No need to open the Zoho CRM app.
  • The grouping customers feature helps me communicate with my customers in the right way.
  • It gives a detailed database of your customers at a glance. This is so important for a company, as well as for a newly established company.
  • You could easily store your customers' social media account data in Zoho CRM. But it allows storing only Facebook and Twitter accounts. No other social media accounts can be stored.
  • You could re-arrange customer data fields in Zoho CRM. But there's no chance to arrange the data within the fields. For example I use only one customer address data per customer. No need for blank address lines. If I could remove the blank lines, then the Zoho CRM interface would be more clean for me.
  • It has a very formal user interface. Nothing fancy in it. Being able to select different colors and fonts might be more suitable.
Read Oral Tosun's full review
September 06, 2019
Amy Gray | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Zoho is very user-friendly and straightforward. The layout is very neat when inputting a clients information.
  • Stats are also very well kept and up to date.
  • We book a lot of appointments via Zoho that are supposed to automatically go in our franchisee's google calendar. Sometimes it works, sometimes it doesn't. I'm unsure if this is on Zoho's behalf or Google but it can be a real nuisance.
Read Amy Gray's full review
July 31, 2019
Dinesh Srinivasan | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Review Source

Pros and Cons

  • Effective CRM that helps in scrutinizing commercials with customers.
  • Better report management assist in streamlining trading process with suppliers.
  • Easy integration with social media and other networking tools and third party software.
  • Robust, easy to handle and scalable platform for effective customer relationship.
  • It is cloud based hence can improve a bit on data security.
  • Working offline is a slight trouble.
  • For the new users it is essential to have tutorials that can guide on how to use the CRM modules.
Read Dinesh Srinivasan's full review
June 20, 2019
Michael Brennan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • The mobile app is amazing for managing things on the go.
  • Email marketing module with mass emails capability.
  • Customization -- the tool is extremely easy to customize, even for a non-technical person.
  • Lead management functionality.
  • Reminders -- they need to have more options, e.g. 1 week/2 weeks from now or every 10 days.
  • A quick option for adding custom made reports, preferably by links in the dashboard for easy access.
  • Integrating with other tools (even within the Zoho ecosystem) is complicated.
Read Michael Brennan's full review
June 11, 2019
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Effective workflow for sales mapping.
  • Good lead tracking and contacts mechanism in the platform.
  • Meaningful collaboration features to get things done in teams.
  • Customer support has been very sluggish, it could partially be for us given we are a small customer.
  • The multiple pricing tiers make it very difficult to estimate and budget for and many good functionalities, which are basic for our needs, are premium products.
Read this authenticated review
February 15, 2019
Andrew McClean | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • The reports and filters are very user friendly and intuitive.
  • Very trustworthy - never had any issues about data integrity.
  • Easy to navigate - never had any issues finding what I needed.
  • Sometimes when using different Wi-Fi's, information did not save
  • Uses a lot of clicks - sometimes takes too many clicks and opening new windows
  • We were not able to have it synced up with our scheduling software, Greenway - making it more difficult to transfer information from the two programs we utilize
Read Andrew McClean's full review
August 14, 2018
Ashley Gennett | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Links all companies to their Parent Companies, which for our industry, is a big deal.
  • We like how we can customize any report, field, smart rule, dashboard, etc.
  • It is extremely simple to export any information we need.
  • I do wish it was a bit "smarter" that it could sense duplicate entries and simply update fields when it recognizes a dupe.
  • I wish it had an easier integration with our marketing platform, HubSpot.
  • I wish there was a way to mass update information, via spreadsheet upload, WITHOUT having the Zoho ID.
Read Ashley Gennett's full review
July 31, 2018
Sarah Lohsl | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Organization - we had a hard time prior to using Zoho CRM with keeping leads and qualified prospects separated in our old CRM. The fact that Zoho is so well organized, customizable and user-friendly really helps us in keeping the sales rolling in! When you're organized, you're unstoppable with outreach!
  • User-Friendly - our old CRM (Salesforce) wasn't as user-friendly as Zoho CRM. I find it incredibly easy to navigate, organize, set up customization, and keeping groups of prospects linked together under one account. I love that we were able to customize filters for reports, activity lists, billing, leads, etc... SO EASY TO USE!
  • Customer support is fantastic! Anytime we've come across an issue or something we didn't understand, their support team has gone above and beyond to quickly help us resolve any issues we may have had. Most of these issues were user error.
  • One thing I have found hard to use was when trying to link certain opportunities to existing contacts. We have found the workaround for this but it was sincerely difficult for some time
  • I would ask for better coloring on the actual CRM face. The bright whites make it harder for someone like me to see. I have downloaded an add-on that allows me to change the background colors and I do appreciate that Zoho's site allows for this type of change.
  • I'd like to see a live chat feature on Zoho for quick help and simple questions.
  • One thing I found a bit more difficult to do was integrating my Gmail with Zoho. It was a bit of a difficult process but I was able to finally get it linked.
Read Sarah Lohsl's full review

Feature Scorecard Summary

Customer data management / contact management (58)
Workflow management (54)
Territory management (40)
Opportunity management (53)
Integration with email client (e.g., Outlook or Gmail) (50)
Contract management (40)
Quote & order management (44)
Interaction tracking (54)
Channel / partner relationship management (39)
Case management (42)
Call center management (39)
Help desk management (40)
Lead management (55)
Email marketing (43)
Task management (50)
Billing and invoicing management (38)
Reporting (42)
Forecasting (48)
Pipeline visualization (50)
Customizable reports (52)
Custom fields (54)
Custom objects (41)
Scripting environment (37)
API for custom integration (40)
Single sign-on capability (44)
Role-based user permissions (47)
Social data (41)
Social engagement (41)
Marketing automation (44)
Compensation management (33)
Mobile access (42)

What is Zoho CRM?

Zoho CRM gives organizations a customer relationship lifecycle management solution for managing organization-wide sales, marketing, customer support & service and inventory management.

Zoho CRM's sales force automation solution helps users track leads, prospects, and business opportunities. The existing customer data in it can be used for future up-selling and cross-selling opportunities.

With Zoho CRM marketing automation, users can plan marketing activities to improve the quality of the lead generation process. Additionally, users can measure the performance and effectiveness (ROI) of campaigns.

Zoho CRM's Cases and Solutions functionality streamlines the customer support process, so users can enable a better integration between sales and customer support processes.

Zoho CRM Inventory Management targets seamless integration between pre-sales and post-sales activities in a single application. Users can also track procurement of goods or services from a preferred list of vendors.

Zoho CRM Features

Sales Force Automation Features

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management

Customer Service & Support Features

Has featureCase management
Has featureCall center management
Has featureHelp desk management

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureBilling and invoicing management
Has featureReporting

CRM Reporting & Analytics Features

Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Social CRM Features

Has featureSocial data
Has featureSocial engagement

Integrations with 3rd-party Software Features

Has featureMarketing automation
Has featureCompensation management

Platform Features

Has featureMobile access

Zoho CRM Screenshots

Zoho CRM Video

Get to know Zoho CRM

Zoho CRM Downloadables

Zoho CRM Integrations

Zoho CRM Competitors

Zoho CRM Pricing

Starting Price: $12

  • Has featureFree Trial Available?Yes
  • Has featureFree or Freemium Version Available?Yes
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional
EditionPricing DetailsTerms
Standard$14per user, per month
Professional$23per user, per month
Enterprise$40per user, per month
Ultimate$52per user, per month

Zoho CRM Support Options

 Free VersionPaid Version
Live Chat

Zoho CRM Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android
Supported Countries:Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States
Supported Languages: English (US), English (UK), Hebrew, French, German, Spanish, Italian, Japanese, Korean, Portuguese (Portugal), Portuguese (Brazil), Russian, Swedish, Bulgarian, Chinese (China), Chinese (Taiwan), Danish, Dutch, Polish, Hungarian, Turkish, Vietnamese, Hindi, Croatian, Czech