Zoho CRM Software


 

Zoho offers a cloud-based customer relationship management (CRM) solution tailored to the needs of small and midsized businesses. Its interface includes CRM tools such as sales and marketing automation, customer support and a help desk, product configuration and reporting and customer analytics.

Zoho CRM offers multichannel support, allowing businesses to connect with their customers via email, live chat, phone and through social media. The gamification feature allows businesses to gamify their sales process and reward employees who achieve their targets. The mobile edition gives users access to sales activities and customer info on iPad, iPhone and Android devices.

Zoho CRM's Blueprint helps in automating sales processes by defining workflows and macros for regular activities. Zoho can integrate with several existing software solutions, including Google Docs, Microsoft Office and Sharepoint. It also offers add-on applications designed for specialized business, collaboration and productivity needs.

Zoho offers per user per month subscription pricing. 

 

Zoho CRM - Home page
 
  • Zoho CRM - Home page
    Home page
  • Zoho CRM - Ask Zia
    Ask Zia
  • Zoho CRM - Kanban view
    Kanban view
  • Zoho CRM - Best time to contact
    Best time to contact
  • Zoho CRM - Trend dashboard
    Trend dashboard
  • Zoho CRM - Sales signals
    Sales signals
Supported Operating System(s):
Web browser (OS agnostic)

1,720 Reviews of Zoho CRM

 

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Software Advice Reviews (130)
More Reviews (1,590)

Showing 1-20 of 130

Sarah from Titan Building Products
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Not great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The only things that were good about this product are the fact that you can everything all in one place and can have live updates

Cons

This system is not very user friendly and if you make a mistake it takes a lot to back track and fix it

Review Source
 
 

Maurice from MSI-ECS
Specialty: Software / IT
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

Pipeline CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Good to used! Recommended for CRM Pipeline

Pros

This application software the strength on this side is it can monitoring outcome via pipeline, also you can management you sales. also recommended for newbies they will not have problem on this.

Cons

Based on the platform they are using, it's to simple compare to other pipeline, but it's not to bigdeal, yet Recommended to used

Review Source
 
 

Kayla from Nextec Group
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Zoho CRM is a good CRM option but not the best

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Zoho CRM is designed well, is very easy to use, has a good email platform, and is provided on a secure web server.

Cons

Zoho CRM is not at it highest potential yet due to lack of advertisements. It is not the most user friendly and does contain bugs.

Review Source
 
 

Rendell from Reddimart Multi-Resources, Inc
Specialty: Food / Beverage
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2018

October 2018

Pipeline CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Good software!

Pros

I love about this software is you can monitor movement of your email via pipeline. this can be used for start up company.

Cons

As I see this software has less platform display. need to be improve dashboard for pro level. nothing I see problem,.

Review Source
 
 

Maziar from CourseNetworking
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Free Tier is really good

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I used the mail service of Zoho. The free package is very capable and provide many good features for about 25 accounts. Pretty decent.

Cons

Connecting the email service to Godaddy domain was a pain. Also, configuring the domain on the Zoho's end was very hard and confusing. It is way more simpler with Google for business.

Review Source
 
 

Corey from Texas Built Homes
Specialty: Construction
Number of employees: 1 employee Employees number: 1 employee

October 2018

October 2018

Good Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Good start up C.R.M program. Has all the features you need to connect with your clients or customers.

Cons

If you have never worked a C.R.M before it might be slightly confusing at first, but once you figure it out, its a no brainer!

Review Source
 
 

Lyndon from Jollibee Foods Corporation
Specialty: Other
Number of employees: 10,000+ employees Employees number: 10,000+ employees

September 2018

September 2018

low cost but Great product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Worth it to spend your money on this.

Pros

This product cost lesser than other product for CRM and you can easily access your files, it has many options that you can use.

Cons

This product helps us a lot! so for now I don't see any cons on this product and it is continues improving there product.

Review Source
 
 

Meghan from Northwest Project
Specialty: Non-Profit
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Zoho CRM

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I am not very good with CRMs, however, I was able to get the gist of it fairly easily and relatively early on.

Cons

We needed something more orientated towards non-profits. Being a non-profit, our organization wanted to find cheaper options.

Review Source
 
 

Kevin from Decent Juice Co.
Specialty: Distribution
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Not a "bad" CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Zoho CRM is THE best bang for you buck when it comes to CRM. The entire Zoho suite integrates and helps manage your information.

Cons

The functionality of all of these features isn't the best. Lots of errors and double entries when syncing across Zoho apps.

Review Source
 
 

Candice from Construction
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Easy CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Great and easy CRM. I'm able to keep up with our contacts and easily streamline messages to our clients as needed.

Cons

I wish there was a way to keep up with who opened the emails. I would like to keep track of amount of people responding to our adds

Review Source
 
 

Karla from Altitude Financial Services LLC
Specialty: Accounting
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Valuable tool for managing your customer database

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This is a very reasonably priced product with a lot of capability for marketing and tracking leads. You can set up campaigns and manage workflows with it. You can import contact lists. Zoho has very good products.

Cons

I found it somewhat challenging to get set up and organized well. I had trouble understanding the support personnel due to foreign accents.

Review Source
 
 

Kristen from BEST Life
Specialty: Insurance
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Does NOT sync well with its own campaign product!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We have made the decision to abandon Zoho after about a year of use. The utter lack of support from customer service, the questionable data handling, etc have made it just much more trouble than it is worth. We have found another solution from an industry leader which will cost us about HALF of what we are currently spending for Zoho, but offers so much more functionality. I will review that one once we've had a chance to see how it functions!

Pros

The CRM has many of the tools you'd expect, and the user interface is easily navigable. Nothing earth shattering or special about Zoho.

Cons

It does not sync with its own campaign module with any consistency or in a timely or accurate fashion. We have had a hard time reaching customer service, people have opted out and yet continue to receive emails, field mapping changes and user defined fields go missing, and on and on. Reporting is underwhelming, syncing is intermittent at best, and we have dozens of instances that call into question the integrity of the data.

Review Source
 
 

Joe from GreenWorksBC.ca
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Zoho One New User needed Full Integration

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We love it and affordable for small bus.

Pros

Integration as a small business we don't have the know how or money to integrate various software vendors products. It must all fit together out of the box. Each time I need a new functionality Zoho One has it alreadyfully integrated to the CRM.

Cons

The Calendar is a bit basic, hard to print out and color code. I could have used some more explanation of the THEORY of how the database worked and linked modules. Hardest part for me is integrating books and CRM still good though mostly because I am a novice user.

Review Source
 
 

Muhammad from General Pipe and Machinery Stores Private Limited
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

CRM Application

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Great interface to work on. I really appreciate support service of Zoho. The work flow is simple and without any glitch.

Cons

The Android version needs some attention as sometimes I face synchronization issues. However, developers are really cooperative and receptive in addressing our queries.

Review Source
 
 

Will from Solas
Specialty: Distribution
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Zoho CRM Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Good product for the money, but need to work on making some features work between android AND iPhone platforms. IE automated dialing, contact saving from mobile, email synching etc.

Pros

Good platform
Easy to navigate
Ability to mass upload contacts with ease
Syncs to most other Zoho platforms easily

Cons

Some Zoho CRM extensions do not link between iPhone/Android
Limited support from Zoho for bugs and cross platforming

Review Source
 
 

Craig from ADS
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Best Free CRM for start-ups

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great for your first CRM.

Pros

Easy to set-up. Easy to import contacts from spreadsheets. Easy to enter, assign, and track opportunities. Adminstration is also fairly easy. Adding users and viewing their deals is very easy.

Cons

Setting up links to other systems is challenging. I haven't been able to get my MailChimp account linked yet. This must require a higher skill level than I have.

Review Source
 
 

Joey from Ventura Flight School
Specialty: Transportation
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

August 2018

August 2018

Easy, fast and efficient.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Really great software to pick up, and has enough features to keep it viable for bigger companies.

Pros

Easy to use, great price point feature rich software that keeps your day to day managed. Solid scheduling software.

Cons

Recent updated made all events look the same on iPhone calander. No longer giving details on events and only showing that there IS an event.

Review Source
 
 

Scott from MORE Health
Specialty: Healthcare / Medicine
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2018

August 2018

Zoho CRM - Easy to USe

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall a good value.

Pros

Ease of use, decent tech support and reasonable design flexibility. Cost effective, it is a good value for the money.

Cons

Though there is flexibility in the design parameters more options and customization would be helpful. Billing department is cumbersome at times.

Review Source
 
 

Kevin from Vapeco
Specialty: Retail
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Updated Review of Zoho CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Full of features that you won't find anywhere else for the price! Robust data collection options and customization. Great to use with Zoho Invoice!

Cons

Too busy. All of those features and integrations with other Zoho apps work sometimes. We saw a lot of double entries and inconsistent data transfer.

Review Source
 
 

Sumant from Freelancer
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

A complete hub of much needed features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I have been using this software for a longer time and it has a complete solution for our business necessities.

Cons

When we rely much on the software we always fear of the security issues. I think they can create a dedicated of security for all the data stored.

Review Source
 
 
 
Showing 1-20 of 1,590


October 2018

October 2018

Great CRM that has evolved to be able to compete with traditional market leaders

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Overall I had a good experience with Zoho CRM.

Pros

It is very customizable and extensible. In addition to having a REST-based API, you can write custom functions to automate a series of events and integrate with external systems or data from other modules within the CRM.

Cons

did not integrate w/ our website very well

Review Source: Capterra
 


October 2018

October 2018

It’s ok

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I liked that I can have categories for my expenses. It definitely helps keep you more organized.

Cons

I didn’t like the run around I feel it gave me. Some of the items I needed itemized, I wasn’t able to put into a category. I could just be that I was a new user and didn’t know enough about using this software!

Review Source: Capterra
 

Sushant from Shining Armour
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Top tier Automation and Integration

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

The number of integrations that ZOHO has and as well as it automatically updates day to day business activities, tracks sales and everything else that helps you run your operations smoothly. The pricing is also on point in regards with the number of features it has.

Cons

The mobile apps UI can be improved a bit.

Review Source: Capterra
 


October 2018

October 2018

Zoho Aps are So So

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It has many features that can be quite useful with a company that does not have any CRM software.

Cons

Converting from one system to another can be a tricky thing to do but it is possible.

Review Source: Capterra
 


October 2018

October 2018

Next accounting software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

After the implementation of GST in India, Its something to be done, "Ease of accounting" after tally it is not an option it is an alternative after the tally, its a benchmark for new users

Cons

Not something to be worried about, it is a little bit tiring task for those who are shifting from tally software to ZOHO rest it is good

Review Source: Capterra
 


October 2018

October 2018

Decent CRM Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I am still a beginner with Zoho CRM, but so far I like it much better that others that I have used. If I have a question, I just ask my Marketing Director or you can even e-mail support and they get right back to you.

Pros

Having used some of the more expensive CRM software programs out there, this one is pretty easy to use and a great value for the money. I like the Blueprint feature whereby my administrator can help us Account Executives guide us through the sales process. It literally tells you what to do next. I find it extremely helpful!

Cons

This CRM is definitely one that takes some getting used to, just like any new CRM. At first, I was a little overwhelmed, but now I can close my Tasks and management can pull reports showing my performance.

Review Source: Capterra
 

Jessica from Seva the woodlands
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Learn to use it

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Just fill in the blanks no need to worry about getting creative

Cons

Doesn’t allow to change too many things at least the knew I used

Review Source: Capterra
 

Gurpreet from Saksham Digital
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Zoho crm

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

The o erall suite of software is wonderful, the neess are well evaluated and implemented

Cons

Not placed right when compared to salesforce,

Review Source: Capterra
 

Bhushan from Enlight Technologies
Number of employees: 1 employee Employees number: 1 employee

October 2018

October 2018

Company transaction manage perfectly with smooth performance.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Management of resources are effectively handled, need to add many user per company in free trial.

Pros

Ease of access anywhere, secure, fast to handle.

Cons

Expensive to add more user in company for more employee.

Review Source: Capterra
 


October 2018

October 2018

BIM project coordination

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Zoho is great place to run and track a project development

Pros

This software is great for BIM project coordination. Easy to spread bug tickets to project team members and analysis of the project pulse.

Cons

As for BIM projects it is crucial to have connection with 3D models, zoho is stand-alone platform which is rather not so reccomendable.

Review Source: Capterra
 


October 2018

October 2018

Easier than other CRMs

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

I have setup business email and was able to use in minutes..blog support is great to solve issues

Pros

Friendly UI
Good customer service and blogs
Easy to setup business emails

Cons

None,I find this better than my previous CRMs used

Review Source: Capterra
 


October 2018

October 2018

Zoho CRM for small businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy to use and import new leads and contacts.

Cons

A bit confusing to see custom overview views.

Review Source: Capterra
 

Michael from MRC Computing
Number of employees: 1 employee Employees number: 1 employee

October 2018

October 2018

Ease enough for even me to use!

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

Easy setup and configuration. Available on my phone and safe and secure

Cons

nothing that I can think of right now - seems to do everything that I need at this time.

Review Source: Capterra
 

Nelson from pampered tails
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Really good email

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have been using Zoho for over 2 years and is really easy to use and my employees fell the same way, is always nice to have a company email, show the clients credibility, and make them feel confident suring our coversations

Pros

I love Zoho, is user-friendly, they are always doing updates, my employees are happy having their own company email, highly recommended.

Cons

The notification in the app is not always showing it.

Review Source: Capterra
 


October 2018

October 2018

For me, this has enabled my business to grow exponentially

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Very positive, never raised a ticket or questions the customer services, their support documentation and just uptime and user-friendlyness has been perfect for us over the last couple of years, I can't think of anythign negative to say.

Pros

The suite of tools all designed for productivity and communication in mind. This has enabled me to deal with myriad software projects, I keep my clients in the loop, my devs and pertinent project management stays in order, financial records, payments and record keeping and above all else, time management and communication. Compartmentalisation ensures that my sales guys see what they need, development guys and clients all see what they need without intersecting unless required. I, as the administrator can oversee all and ensure everything is happening in a timely and smooth manner. I utilise their mobile apps as well so that I can stay in the loop while away from the computer, be it on the train or on holiday.

Cons

The price point for me is well worth it because it is a fraction of the net worth of even one of the myriad projects that I am able to develop utilising this suite of software. However, I imagine that a smaller operation might well find the top tier pricing out of their league, there are alternatives, though none that I can imagine are as useful as Zoho, I've tried a few over the years and we didn't stick with any of those whereas we have gone with Zoho for the reasons mentioned above. That being said, there are free versions which would fit smaller outfits and cheaper options than the top tier.

Review Source: Capterra
 

Kevin from PBX2IP
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Very Good CRM

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

Was impressed with Zoho CRM and found that it did everything we wanted and more.

Pros

Works out of the box and does exactly what it says on the box.

Cons

Very inter product connected, makes it a bit of a hassle to use stand alone or with an alternative product.

Not impossible and would be nicer if it was more inter-operable.

But we are willing to live with it as it is that good.

Review Source: Capterra
 

Mike from TSC Consulting Company
Number of employees: 1 employee Employees number: 1 employee

October 2018

October 2018

Zoho Support is great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I use their products and really like them overall

Pros

The software is very detail oriented and has great value for teams of organizations

Cons

It's not the best for a single user who knows his customer base well. It's better for sales people

Review Source: Capterra
 


October 2018

October 2018

Best to manager your leads

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

1. Option to create your own workflow.
2. Option to define custom fields and based on the fields you will get the reports.
3. Tracking option is too good.
4. Awesome reporting structure and graphs.

Cons

System should suggest the workflow based on the selected fields, currently user needs to invest a lot of time to create workflow.

Review Source: Capterra
 

Samantha from Self-employed
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Complete CRM Software Solution

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

We have been using Zoho CRM for about a year now, and we just love that everything we need to manage our contacts and leads are within the Zoho CRM Solution. If the included fields aren't enough, you can easily create your own, and Zoho makes sales and marketing automation quite easy since everything is in the dashboard. No need to use several different tools and software which saves both time and money.

Cons

I think the only thing that needs improvement with Zoho is that the UI feels dated. A cleaner, flatter interface would be nice, but this isn't really something that affects performance, just aesthetics.

Review Source: Capterra
 


October 2018

October 2018

A good tool if you're using marketing automation

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

You can run your Google ads, campaigns, and other online web form signups and track results all in one place.

Cons

You have to enter forecast information, which may skew results. For example, when engaging in a trade show, you can set up a profile of what you want to obtain for leads, revenue, etc. but sometimes this is difficult to predict so it makes a feature like this somewhat useless.

Review Source: Capterra