Zoho makes working fun!
Updated November 24, 2021

Zoho makes working fun!

Sarah Lohsl | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Zoho CRM

Zoho CRM is being used by my entire sales team as well as my billing department. The CRM helps us keep track of prospective customers, current leads, and current customer accounts. We also recently started using the system to keep track of our billing and it has been a great help in keeping that streamlined and organized. We also track our current sales, leads converted, and daily calls/emails that need to be addressed. Zoho has also been really great at helping my team prioritize calls based on importance etc. We also started using the Twilio texting option/integration which has been a godsend to help us continue conversations with our prospective customers via text.
  • 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.
  • Provides many integration possibilities to streamline follow up processes.
  • 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.
  • The organization which is helping our sales team not miss a beat! We are following up without having to dig for information etc.
  • We close more sales when we have a clear activity list and can assess leads etc but using the scoring options
  • We are able to get our work done in a user-friendly environment. It helps the day run much smoother.
  • Increased customer outreach due to the many integrations Zoho offers
I find everything to be clearly laid out in zoho to find what I'm looking for easily. The customer service is also great when we run into issues we need resolved or having questions about integrations and changes in the user interface. We've been able to customize our user experience in zoho which allows us to use it to it's full capability. Our sales team is always in line with their daily tasks, responses to emails and texts etc because zoho allows us to be :)
I think it provides an array of options depending on your type of business to allow you to fully customize your CRM system. I find it's a great offering and I appreciate how much we can actually do to our personal CRM to accommodate the type of work we do.
Much easier to use! Much more organized and the customer support is like night and day! Zoho CRM rocks!

Do you think Zoho CRM delivers good value for the price?


Are you happy with Zoho CRM's feature set?


Did Zoho CRM live up to sales and marketing promises?


Did implementation of Zoho CRM go as expected?


Would you buy Zoho CRM again?


Zoho is great for any type of sales team or billing. I haven't used it for any other reason but I'm sure it helps with a number of scenarios. Our tech support team wouldn't want to necessarily use it because the workflow they use is much different than what a retention management system would provide. Specifically, it's great for our leads and prospective customers and even current customers. We are able to track our calls with them, emails, set up templates, follow lead status, convert unqualified leads to qualified. I love it!

Zoho CRM Feature Ratings

Customer data management / contact management
Workflow management
Territory management
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Contract management
Quote & order management
Interaction tracking
Channel / partner relationship management
Case management
Call center management
Help desk management
Lead management
Email marketing
Task management
Billing and invoicing management
Pipeline visualization
Customizable reports
Custom fields
Custom objects
Scripting environment
API for custom integration
Role-based user permissions
Single sign-on capability
Social data
Social engagement
Marketing automation
Compensation management
Mobile access

Using Zoho CRM

10 - Sales, Billing, and Account Management
2 - Our Sales manager has worked directly with Zoho in the past and she's very good at customizing our CRM to fit our needs. She also uses the help of Zoho support to assist in areas she's unable to navigate on her own. The support has been wonderful!
  • Sales outreach
  • Communication
  • Billing
  • Text
  • Creating a pipeline to show updated sales stats
  • Ease of use in outreach for prospective customers
  • More account management
  • Training team may be able to keep track of trainings better
  • Use of calendar and events
  • Webinar tracking
We love the CRM!!! It makes our daily tasks much easier!

Evaluating Zoho CRM and Competitors

Yes - Salesforce - was not nearly as customizable as zoho is
  • Price
  • Product Features
  • Product Usability
The customization of what we needed to fit our company needs was perfect.
I think we made the best decision. I wouldn't change anything to be honest. We found our forever CRM!!!

Zoho CRM Implementation

Was very easy to do and the support assist was wonderful.
Change management was a big part of the implementation and was well-handled - It was an easy process to port our information into zoho from salesforce.
  • Making sure all information ported over correctly and in the right sections of zoho. Ex: leads vs opps and contacts vs accounts etc.

Zoho CRM Training

  • Online training
  • in-person training
It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Easy to follow

Zoho CRM Support

We've always been able to reach someone in support to best assist us with any issues.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Support understands my problem
Support cares about my success
Quick Initial Response
We did not. We have two super users in our company that are very well versed with zoho CRM.
We had a day where nothing was loading in the CRM and zoho went above and beyond to get this issue resolved for us. I believe within one hour we were back up and running smoothly.

Using Zoho CRM

Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • Creating activity tasks to follow up with customers
  • Tracking and reporting on all aspects of the system - the reporting is incredible!
  • Adding new leads
  • Merging duplicate leads/opps
  • Integrating other systems but only because I'm not tech savvy
Yes - I didn't care for the navigation of the mobile app but it does have all the functionality to search your prospects and follow up via the app. I rarely use this unless I'm traveling.