Overall I would rate the Zoho a 4.5/5 stars. Other than the visual appearance I'm all in!

What I like the most about Zoho is the customization available to completely make it your own. You have TONS of different Zoho Apps and Services you can integrate into your Zoho Dashboard that cover almost anything you can think of business related across all different departments. The part that I liked best is how Zoho is extremely user friendly and it's base functions can serve all your needs, but for those more advanced CRM fanatics Zoho really does pack a punch with extremely advanced features available to truly make it your own!

The biggest thing I don't like about Zoho is the visual appearance of the users interface. In my option it looks very outdated which gives the appearance initially that it is not capable of much. I think it is something that definitely needs an upgrade.

Having used and implemented the big competitors, I can confidently say that Zoho CRM does everything a small or mid sized business would need. Many people in my space overpay for their CRM and the only reason they won’t switch is they’re overwhelmed by the thought of moving all their data and redoing any automated workflows.

Nothing that I can think of. I am not a power user of a CRM but it works.

Ease of use and implementation with our system and compatability

Customer support was my biggest concern...in the time we tested zoho the were not real rsponsive

Overall Zoho CRM has been a game changer for our small business. We would not be able to get the same level of functionality out of many other platforms at this price range. Our industry needs can be specific, and most of the time it's difficult to find systems that can provide what we need at the base level configuration, so editing is usually always required. For us, Zoho's editing capabilities are what really sell the system since we can pretty much make it fit our requirements.

Zoho CRM makes it easy to manage basically an entire database for our business. The editing features are extensive, allowing you to tailor-make just about anything to fit your needs. We've altered most of the pre-set sections to fit our industry-specific programs which has massively increased the effectiveness of our business.

Because it offers so much flexibility there is a fairly large learning curve to setting it up how you'd like it to be, and some aspects can get a little finicky. For example, it takes a lot of tweaking to get the visuals and functionality correct on specialized views if you've done a lot of editing.

Our experience has been positve overall. Eventhough it's a bit clinky and buggy at times, the support is decent and issues are usually resolved quickly.

Zoho gives you most of what you are looking for in a CRM for a very competitive price. For orgs on a budget it's a great option.

The modular style can be a bit clunky. For expale, CRM and Campaigns don't always integrate data seamlessly, so work around and extra steps need to be taken.

Overall, our experience with Zoho was quite negative; it was difficult to use, which meant that a full changeover from Asana never really occurred, which, in turn, impeded its effectiveness as a CRM. Eventually switching to Freshworks was a breath of fresh air.

Zoho was the first CRM implemented at Chevron Editing, so I didn't have much of a benchmark to compare it to (previously, we'd used Asana for lead management and deal tracking). Having a proper CRM where we could easily keep track of all clients was incredibly helpful; from that perspective, Zoho's basic features around contact and account management were very useful.

The overly complicated interface and lack of easy integration led to us eventually switching away from Zoho. While I'm sure the convoluted layouts and feature-dense setups are useful for larger organisations, they weren't necessary for us.

Our experience with Zoho CRM has been an awe-inspiring masterpiece. It has taken us only Zoho CRM to better our patient relationships and improve on our patients records management.

Zoho CRM interface is so user-friendly and undemanding and we are very comfortable using it. It has great security which allows to secure all our patients records. Its seamless integration with the products we use to record patient details makes it migrate and consolidate all patient records under one place.

So far, nothing about Zoho CRM has been amiss.

Generation of marketing feedback and creating sales reports and also monitoring different active campaigns across several marketing channels.

Zoho CRM provides a unique CRM capability and sales pipeline management and on multiple projects contacts management this product is amazing. Content creation and easy workflow management are the most important things that the platform offers the best.

Nothing at all to dislike on Zoho CRM because after the new user is through with training, the rest is just working.

Zoho CRM offers a user-friendly interface and robust customization options, making it an efficient tool for managing customer relationships and streamlining sales processes.

Zoho CRM impresses with its deep customization options, seamless integrations with numerous applications, and user-friendly interface, making it an effective tool for enhancing business efficiency and customer management at a competitive cost.

As a customer, I found Zoho CRM's interface to be less intuitive and a bit cluttered, which made navigation and customization more challenging. Additionally, the mobile app occasionally lacked the full functionality of the desktop version, which was inconvenient for on-the-go access. Lastly, the customer support response times were sometimes slower than expected, impacting issue resolution.

Free but you get what you pay for. No customer service and run into a lot of issues with integration with other products its supposed to work with even other Zoho products that are paid for.

Free version. Ease to manually add a contact.

No customer service. Transferring data in csv format. Integrates badly with Zoho forms, gmail, google calendar and mail chimp.

Overall I love this CRM. I am using it daily and my work is incomplete without it. I use it for campaign management, sending important emails to customers. Managing all data and information in one place. The most important thing is Zoho CRM's dashboard and reports which are amazing and easy to understand.

I am using Zoho XRM for more than 3 years and found it a really amazing platform for customer relationship management. I like their simple yet effective user interface the most. I can use it very easily. Zoho CRM helps us to manage our all databases and related information at one place with amazing security. Overall I can say that this is an amazing CRM.

There is one thing that I want to highlight about this CRM that I dislike about it which is Zoho CRM is a little bit expensive compared to others but on the other hand, I can say that it is worth to spend on it.

I always recommend Zoho before I recommend SalesForce. It is a best-in-class product.

I recommend Zoho very often. A lot of companies go big earlier than they really need to and spend way too much on SalesForce & Marketo. I worked for a very small company with some limited budget that pivoted to sell it's product to the Enterprise. Zoho was incredibly easy to set up, intuitive to use, and contains all the most important features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredible effective acquiring leads, nurturing them, and tracking pipeline in Zoho. Our small sales team found it very easy to use and loved it.

There's a point when you need a more robust integration eco-system and a lot of customization. This isn't really a con per se, but Zoho, by being not as complex and customizable as SFDC, will eventually need to be replaced. This should last you many years before you outgrow the functionality.

Inherited Zoho Service Desk CRM for help desk tickets. If you're considering Zoho CRM because the price is right, make sure you have clear and precise department directories, support categories, clear SLAs, spelled out escalation points, and strategic auto-repliers and boiler plate email templates ready. If you don't have these already pre-established sit down with staff and discuss it first. You'll be much more successful cut and pasting these into a blank system than to muddle along. At first this system was just a email inbox with useless reporting and we couldn't keep track of progress. Overtime, with tough changes we were able to modify the system to handle tickets better (between maintenance tickets, auto generated tickets, and support requests) for more accurate department reporting of urgent issues, projects, and regular requests by category.

- Great ticketing / response help desk solution that's free for small IT teams - Great automation for creating special filters, automation rules, and auto replies for anything that comes across your support@ address. - Great CRM tracking for monitoring customer responses, reporting tools, SLA alerting when nearing SLA deadlines, agent tracking KPI metrics, and ticket history tracking. - Great solutions archive and knowledge base which can be added to via the ticket itself - Great notification options including (email alerts, webhook integrations, and SMS text messaging.) - Nice tools for scheduling routine maintenance tasks which appear as tickets and count towards technician KPIs (as tickets). - Very secure portal, customer portal, 2 FA authentication options, and easy to manage UI

- Takes some time to initially setup, defaults often aren't helpful. - Hard to understand webhook integration instructions, uncertain if two-way functionality is available for a Slack integration (if so, it'll be manual). - Need to watch for mail fetching often! If you aren't getting tickets after 6 hours, mail fetching is turned off and needs to manually be reset. No polling service, or automated mail fetching ping service so you need to make sure when doing exchange maintenance to remember to start this service when stopped.

Our company needed a set of software to run our startup business. We wanted something more than just a storage or email solution. Of course, we also needed a CRM. After having used a number of CRM over the years, I wanted something that was simple but configurable and also that could also help us for the occasional marketing email. Thanks to Zoho CRM, we can keep track of our deals and contact, ensure that nothing falls between the cracks. Did I mention the automatic email tracking ?

The email tracking really helps understanding engagement. The ability to send small mass-emails directly from the CRM without having to use a third party email is great for a startup. We also like the ability to automatically schedule a web meeting from the CRM.

The interface is a little bit old fashioned. It would be great if the system could be a little more flexible in terms of sales activities that can be recorded.

Overall, I would strongly recommend ANY business to try it out. Check out the free version and you'll still get a lot of value out of it. Their Paid versions are absolutely worth it. We started off with a Free version and then graduated into 3 Pro Users and it was a great experience. The Customer Support Team is EXCELLENT and they really spend the time with you to get you up and running and will offer other real-world examples. I feel they really want their product to work so they're dedicated in assisting even the novice amongst us.

This is a very low-cost CRM for Small Businesses that are interested in tying out to see if this can really work for them. It beautifully and seamlessly integrates with Outlook and you can use ZohoCRM for most (if not all) your communications with clients and prospects. The interface is easy to understand and you can get most things done intuitively.

Extracting out a list of all your prospects/customers into ONE Excel sheet became a painful experience because as simple as we assumed it to be it actually become fairly cumbersome. Maybe we didn't have the in-depth experience.

It is good. You get what you pay. I like the software and it is easy to use. I think it makes sense having a CRM consultant before setting it up at the beginning to make sure that you don't need to migrate things, and also it may help you optimise your costs.

I've used Zoho CRM for almost 5 years and I've witnessed its evolutions during those years. I think it is an overall good tool for small to mid sized companies. I enjoyed the flawless marketing automation feature, especially when a new lead comes in from a web form, it immediately adds it to the CRM. The system can recognise the lead if there was a past interaction. Once the lead is in the system, you can enrich the data by populating all the data fields and you can customise new data fields according to your needs. I find it pretty easy to arrange for all departments in the company. I mostly used it as a part of my daily tasks at sales team. I was able to manage my leads and track the progress. We didn't really use it for any campaigning but mostly as an overall CRM. The reporting section is pretty good and I enjoyed the customisation. It actually offers more than average needs of a salesperson. Recently, they made new integrations and also adjusted the performance - in the early times, it was a bit slow but they fixed it.

Zoho CRM seems to be a mid-segment tool when it comes to pricing at first sight. However, if you want to expand the tool with more features/add-on, you may need to pay additionally for them. It increases the cost. At the end of the day, for a large company, it might be as pricey as enterprise CRM solutions. You need to make sure about your needs before you set it up for your organisation to make sure the cost meets with your expectations. The UI can be improved and be more user friendly.

I have been using Zoho CRM for four years now, and it has been a rewarding journey. We seen our sales increase, customer satisfaction is at a high and we are able to measure employee performance which is used for informed interventions.

In my view, Zoho CRM is the most effective and flexible CRM I have used yet, considering that I use it at work and in my own business. As an Agent working in a mid-sized agency, it was easy for us to set it up for our agency because Zoho also provides a how-to guide. The features we have set up include but are not limited to: Automating email campaigns for new and existing leads and maintaining relationships with our long-time clients for repeat business. We are able to integrate WordPress Forms (Elementor API through Zoho Flow), Facebook, Twitter, LinkedIn and Google My Business using Zoho Social. Managing Leads and Clients and setting automated reminders when a contact has not been touched for a certain period. Allow being able to view and track a contact's activities on the timeline. Not forgetting the overall collaborative ability to centrally manage all contacts as a team. Making sure that all potential business can be attended to if a colleague is not available for one reason or another.

As much as I love Zoho CRM, these are its limitations and areas of improvement: Zoho CRM needs to provide options on Graphic User Interfaces. As a visual person, that is really important, and I might not be alone. You are not even able to change the fonts. A user is not able to convert a client back to leads, unless they recapture the contact as a lead, export multiple clients and import them leads or write and run a Deluge script. This feature must come standard. Zoho CRM is a powerful app if you lack intent you will find yourself overwhelmed and unable to set it up for your business.

Business problems which we are solving using Zoho CRM are as such:- 1) Having better understanding of data from marketing and sales team. 2) Not every team needs access to CRM which is very good for securing our data and privacy is maintained at high level. 3) Connected different tools such as - Zoho Campaigns ( For email marketing), Zoho Bookings ( for book keeping), Zoho Inventory ( for inventory management), Zoho Bookings ( for booking management) etc. and all the data can be seen inside Zoho CRM, which helps us alot and we dont need to switch to differnet applications

Most impactful featres of Zoho CRM :- 1) Sales & Marketing teams can use it together to capture leads, convert them to a successful customer. 2) Marketing tools, Sales tools and post sales tools can all be integrated with Zoho CRM, which helps in maintaing data for each customer accurately. 3) We can intgerate Zoho CRM with third party API's or tools by directly writing the code inside the Zoho CRM. We can also connect Zoho CRM with other tools using zapier, integromat aka make, integrately, pabble connect etc Not all product is easy to use but with little effort I have figured out becausue they have Zoho Academy and the community for each application of zoho is good. Integration with the existing business was quite challenging but being a part of the good team makes it easy for us implement it. One more recommendation, if Zoho can bring case studies of how different industries are making better use of Zoho, then it will help us understand and expand our business.

One thing which I would like to get improved in Zoho CRM, is the overall speed at which it refreshes. If this can be improved it will save alot of time and make us more money. Getting custom coding and Blueprint is a little difficult but everything else is all good. Overall the integration was not tough for us with Zoho CRM.

It was a very neutral experience. Be sure to have big bucks to spend when migrating to this software because everything they own are bespoke; you want something you have to buy it. And its neverending for them to keep pushing you to the highest plan.

It is similar to SalesForce. Easier to use when you can just plug and play certain things and features. Their customer service is good though. Helped me a lot when i go through certain blocks of work that needs to be done.

You got to keep spending a lot of money for every features that you wanted to customize. The sales will keep ask you to buy the higher package for you to fulfill basic requirements.

Zoho is great until something goes wrong, they caused the glitch and no one has ever offered a suitable solution. You spend all this money setting up the system to be left high and dry when they have an issue.

Emails linked to the CRM which was all in one place.

The support team leave you going around in circles. When you give and instruction they always come back with but can we help you. This is always the response leaving you with no answers or resolution. They take your money and do not refund or offer any compensation. You get ignored and basically sent to the beginning every time so you go away.

Zoho CRM has had a major positive effect on expanding our sales operations. With it, we've saved a ton of working hours by automating our repetitive and time consuming tasks. It's also helped us provide a better service by setting up emails to be sent at certain times, or to send emails when our sales people couldn't get to it by a certain time. All in all, it's been an absolute treat for our operations

I love the automation aspect of it. We've probably saved two or three people's worth of working hours by automating a lot of our sales processes. We have workflows to send sales emails, run campaigns, set reminders, you name it. It's made everything much more systemitized.

The set up process is far from easy. It took us around a couple months to integrate it with everything else, set up custom properties, and educate everyone on using it confidently.

Zoho has produced a huge amount of value for our business. Our work involves a lot of prospecting and active sales handling for each B2B lead. We used to do everything manually on Excel, but once we moved to Zoho, a lot of our sales actvities are now automated. We have automated reports, A/B tests for automated sequences, and a clear pipeline and activity dashboard to track all of our activities. I can wholehartedly say that it's defitiely moved our sales operations to another level.

Zoho has all the features you need to manage the A-Z of your sales operations. The automated workflows and sequences have been especially helpful for us because it used to take forever to send our opening sales emails to hundreds of prospects, whereas now, we don't ave to spend a single second to send these emails, and they're standardized and have automated reports on their performance. This alone has probably saved us a dozen hours each week from sending them manually.

It was difficult for us to get off the ground in the beginning, we even questioned whether it was actually going to be the right fit because of that. It might be good to have better onboarding to get ahead of that.

I've used Zoho CRM on about 5 businesses over ~12 years and will continue in most cases because of the all-around power and tight integration with other Zoho products.

Zoho CRM can meet 90% of the needs for 90% of businesses. For most users, it's identical to Salesforce, except significantly less expensive. The UI has improved in the past few years so new users can be running within an hour for basic CRM tasks. Key point: Zoho CRM is very generous with the free-tier, giving about 90% of the key features for up to 3 users. That's really important for small businesses and startups, so they can deeply evaluate the benefit.

At this level of software maturity, the main advantage Salesforce has is a large ecosystem of extensions. Zoho CRM also has third-party extensions, but far fewer. It largely makes up for that with tight integration to other Zoho products.

Zoho CRM is simple enough to immediately begin improving a company's sales process out of the box, but powerful enough to create complex workflows, automation, custom solutions, and integrations. We were able to immediately start saving time working through leads, while continuing to improve and hone our sales experience, and then our customer experience by integrating with our Accounting system and Ticketing system.

Beyond the basics of contact management, workflows and custom fields, Zoho CRM makes it especially easy to find the last communication and pick up right where you left off with any lead, deal, or client. It syncs with other Zoho products, as well as many external systems, making it perfect for a connected workflow. It also has an available API for creating custom application integrations. Creating custom workflows and approvals with Blueprint is a straightforward process, and the power that it provides for process management and automation cannot be underestimated. Self service portals for clients are another great addition to the power of the CRM. There are multiple billing levels available, so the system will scale with your business, or even better check out Zoho One for a simple and affordable solution to even more of Zoho services. One final Pro is that Zoho is consistently looking to make their product better, and has shown an extraordinary commitment to improving it's design and functionality. If you don't like something now, submit feedback and wait a little while, and it might appear.

Integrating the CRM with other Zoho products can be complicated, and the integration experience is not completely consistent yet. It is clear that this is something that is being improved, but some of the products are not at the same level of polish as Zoho CRM. Zoho's introduction of an AI assistant is certainly cool to see, but it isn't quite ready for prime-time and much of what it can do doesn't seem to add a lot of value versus not having an AI. However, this will certainly continue to improve with feedback and it is good to see AI as a focus of future innovation in the product.