About Zoho CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions.

Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for urgency and can display relevant statistics or documents when performing searches. Users can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM.

Zoho CRM is available on monthly or annual subscriptions ...


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4,865 Reviews of Zoho CRM

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January 2021

User Profile Picture

Aminuddin from Celcom Axiata Berhad

Verified Reviewer

Company Size: 1,001-5,000 employees

Industry: Telecommunications

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

January 2021

The best CRM we have use

Zoho CRM help us to easily managing our customer support and interaction with customer. It is so easy to learn all the features and has help us managing leads coming from the marketing funnel.

Pros

Zoho CRM is cloud based platform, which mean it can be access from any device with internet connection. Managing a customer relationship tools like emails, quick chat, bot chat, sales call, marketing funnel and social media is very possible with Zoho CRM and the tools is well build with no problem to integrate it with third part service.

Cons

The are some bugs and glitches that are still not fixed. Sometimes, i can even login to the platform and keep showing an error for the Captcha. Other than that, the email template that are provided is difficult to edit and not many option to customized it.

Reasons for Switching to Zoho CRM

October 2020

Damian from Synergy

Verified Reviewer

Company Size: 11-50 employees

Industry: Management Consulting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

October 2020

A functional CRM that does the basics and more, well. Fits a business of any size.

I think there are some very good functions and features in Zoho CRM. It is easy easy to use and also has a raft of potential add-ons in the Zoho Suite that can be used at a small cost such as Zoho Sign which is so simple to use along with Zoho Survey. It can be White Labelled which I like.

Pros

It ticks our list as a Cloud-based solution after moving from a system on a shared network drive operation. You receive quite a lot for the price. It is built around the sales funnel/channel and does this well. It gives you all the functionality within the leads or accounts fields to record meetings, interactions, emails, phone calls, emailing directly from Zoho and calling from Soho if using a VOIP system. It's actually got good 3rd party cross-functionality with 365 or G-Suite, I use the former with excellent Outlook usage.. Chat functions or messages are easy and can be linked to a client or user and sometimes are a better way to record the customer record that on ordinary business email. I have only needed to contact the support team a few times but each time has been very quick and a swift resolution. I have used some of the automated marketing features and it is definitely something that I will utilise more with any web info request funnelled to Zoho.

Cons

The UI can look a bit plain for some if you do not know how to customise. Downloading or collating data is not always straight forward. This is also to be said about uploading leads. It is not always clear which part of an upload has failed. However, when the upload does work it is a great time saver. The search function is not that intuitive; I found sometimes unless you type in an exact match it does not return anything.

Reasons for Switching to Zoho CRM

Having a CRM on spreadsheets is dangerous and impracticable.

May 2021

Eric from Propnex Realty Pte Ltd

Company Size: 5,001-10,000 employees

Industry: Real Estate

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

May 2021

Trial on Zoho CRM Plus

Its great experience as I have tried other CRM system like Hubspot, Salesforce, etc. All have different strengths and weaknesses. For Zoho CRM I like the flexibility to customise and design your own dashboard very easily.

Pros

I like to Dashboard especially having the flexibility to design and customise your own dashboard. There is also different view perspective view on your leads, contacts and deals.

Cons

Integration to Whatsapp. I am still trying out different 3rd parties integration to Whatsapp. It will be great for Zoho to have their own integration function to Whatsapp.

Reasons for Choosing Zoho CRM

The price of Zoho CRM is more attractive as compared to other products.

Reasons for Switching to Zoho CRM

Flexibility to customise and design your own dashboard.

April 2018

Jen from ProShred

Company Size: 2-10 employees

Industry: Management Consulting

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Functionality

4.0

April 2018

You get what you pay for

Unlike my other review, I only used Zoho as a user, not as an administrator. I can't comment on the customer service, as I never had contact with them. I'm aware of the pricing as I shopped them before choosing the CRM my team uses now. Basically, this is a great free database, accessible by multiple users. It is not a great pipeline tracker. It is not a great system for an efficient data entry process.

Pros

The best thing about Zoho is that it's free for up to a number of users. Great for a small business who doesn't have a budget for CRM yet and needs somewhere to store information and search it later. It can be simple to use. I always look for a system that you can enter a very minimal amount of information into in order to store a lead or prospect. Zoho is definitely capable of that. I have used this in conjunction with inside and outside sales teams together. It was simple enough for the inside team to look up an account that calls in to see if they've had contact with an outside rep, and vice versa. It's nice that it has a mobile app, though when I stopped using it it was still the least intuitive/useful app I had on my mobile devices.

Cons

I've used other CRMs, and I noticed that using both Zoho and another (Salesforce) it is very common to happen upon duplicate prospects in the system. It seems like the way an account is entered is not as intuitive in detecting that the account already exists. I've used others that will suggest any contact, address, phone number, name or business that already exist in the company's pipeline literally as you're typing them. With Zoho it's more like you look up each data field first on your own to be sure the account doesn't exist before entering it. That can be pretty tedious for an already tedious job like assisting our reps with data entry. The result is lost notes, because some are on one of the duplicates and some are on the other. I've seen this particular problem cause a lot of lost time and energy for outside reps in particular, who go out to an account not knowing the most up to date information about it. I also found the other tools to be less useful than in other CRMs. For instance, generating a report on your pipeline and what stage the accounts are in. Other CRMs in a similar price range are easily capable of telling a user how many prospects are in follow up or final stages of the sales process. While using Zoho, I actually tracked my pipeline on my own separately using a spreadsheet. It was easier and more intuitive than the CRM offered. Now, leading a team, I would not use this CRM and this would be a big reason why. I can't imagine trying to track the progress of our leads via a team using this CRM's tools.

April 2021

User Profile Picture

Steve from Steve Nobes Consulting

Verified Reviewer

Company Size: 1 employee

Industry: Management Consulting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

3.0

Functionality

5.0

April 2021

My Zoho CRM personal experience

Excellent product that gets the job done great.

Pros

Rate of adoption and ease of implementation especially with off-site users.

Cons

The email integration with Zoho mail over third party systems (Microsoft Exchange and Google Gmail).

Reasons for Choosing Zoho CRM

Mainly price and cool features that are very inexpensive and easy to use.

Reasons for Switching to Zoho CRM

Needed a much better system then having to recreate the wheel including manual coding for the whole system

March 2021

Cody from Zabble Inc

Verified Reviewer

Company Size: 2-10 employees

Industry: Computer Software

Time Used: Less than 12 months

Review Source: GetApp


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

March 2021

Good utility choice, UI could be better

It helped us finally organize our contacts, assign tasks, delineate responsibilities and run email campaigns for our whole contact universe.

Pros

For an early stage startup with not a ton of funding, Zoho CRM has been a good "economy" option. We get the functionality we need: contact management, task and call assignments by team member, with integrated custom email campaigns.

Cons

The user interface has tons of options, and it feels hard to find the options that are most important or frequently used. It felt like Zoho CRM took all the things you could ever want in a CRM, and just added all of them to the app, with equal emphasis in design (therefore the most valuable is lost in the crowd). For example, to create a task or call item for a contact, you have to scroll all the way down to the bottom of that individual's contacts page, because there are exhaustive levels of fields above that (which we mostly never used).

Reasons for Choosing Zoho CRM

Price. We may switch with greater funding in the future, but for now it's good enough.

March 2021

Irfan from Pak Suzuki Motor Co. Ltd

Company Size: 5,001-10,000 employees

Industry: Automotive

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2021

Business Allrounder in the age of mobility.

amazing product with all best features equal or more than equal ratings from users on email and other services i.e Automation, real time insights for market and faster growth in business.

Pros

Free of cost an amazing product Time saving via automation Real time action/decision improved your product sales.

Cons

Customization limitation. integration issues with other antivirus softwares Customer support issues.

Reasons for Choosing Zoho CRM

Cost and here about good market value and services are awesome. we plan to test and we explore very good Product.

March 2021

AMIT from FOXMECHANIC

Verified Reviewer

Company Size: 201-500 employees

Industry: Automotive

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2021

Best CRM in world

I Have good experience with Zoho CRM . Have a single platform for every requirement of company. It quite better than others CRM which is previously used by my company.

Pros

Zoho CRM is quite good and easy setup and management of company goal to finding leads. It's good crm in world for various tasks for single platform.

Cons

Nothing to improve on this . It's quite good and pre-build template may improve his features with 5X.

Reasons for Choosing Zoho CRM

These combination of alternative product is better to company performance in each and every ways.

April 2021

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Max from VesuvITas

Verified Reviewer

Company Size: 11-50 employees

Industry: Telecommunications

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2021

Zoho has a lot to offer!

Overall our experience using Zoho has been great as we are learning a lot more about what their toolsets have to offer.

Pros

The pro for us was that Zoho has an out of the box integration with our contact center platform talk desk

Cons

We have no cons towards Zoho at the moment as the platform is doing everything we need it to do and the support has been great along the way.

Reasons for Choosing Zoho CRM

it had the easiest integration to our contact center Talkdesk

Reasons for Switching to Zoho CRM

cost and more tools

February 2021

Morgan from Morgan Province

Company Size: 1 employee

Industry: Marketing and Advertising

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Functionality

2.0

February 2021

An affordable option, but you have to know how to use it

There was a steep learning curve and it’s not a pretty interface. But if you know how to build your system in Zoho, you can make it work.

Pros

The price is less expensive than other solutions. The data reports give you many data points. You can set up multiple sales pipelines. The email integration isn’t bad.

Cons

To get good reporting on progress toward business and contact goals, you must customize and do manual analysis. There is no way to connect a lead to a contact (the referrer) besides typing in the name to a custom field. In Analytics, you have to build dashboards to show contact calls, meetings, etc.

Reasons for Choosing Zoho CRM

Price, interventions with other Zoho products

April 2021

Alex from Nikola Institute

Company Size: 2-10 employees

Industry: Market Research

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2021

Best-in-class for most users

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.

Pros

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.

Cons

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.

Reasons for Choosing Zoho CRM

Price and simplicity.

Reasons for Switching to Zoho CRM

Price and simplicity

January 2021

John from ADLANTIC LTD

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

January 2021

Zoho CRM is a solid CRM for SMB's / SME's!

Very good. I use it on several different businesses.

Pros

ZOHO CRM is a robust CRM system that is perfect for small firms needing 'big tools' for managing contacts / leads / quotes / and invoices. I would highly recommend ZOHO CRM for any company looking to set up CRM for the first time. It isn't scary. It's very self explanatory. It has most of the bells and whistles that an Enterprise CRM suite would include.

Cons

There are idiosyncrasies in most of ZOHO's products - and ZOHO CRM is no different. - Little quirks are what's most annoying, for example, when dealing with 'suspects' (earliest stage interactions with prospects), system data that is 'entered' (by the prospect) cannot be carried through a workflow to Quotes, Sales Orders, and Invoices. Bizarre! The net result is you end up bypassing the tools that prevent your desired workflow from working.

Reasons for Choosing Zoho CRM

Lower cost. Simpler product. Easier (and cheaper) to follow an upgrade path.

Reasons for Switching to Zoho CRM

Salesforce was too complex for the simple CRM routines i required at that juncture.

January 2021

B. W. from DCSS

Company Size: 2-10 employees

Industry: Business Supplies and Equipment

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2021

Great Product

I was not excited about switching to a cloud based CRM. I am an old school ACT! user and I didn't like the change to the cloud. I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive. They even have a free version!!!

Pros

The price is great. The customer service has always been helpful. It is easy to use.

Cons

I stopped using Zoho for a while and started using a competitor that has some newer features. I am back to Zoho because they now have those features and all the things that the competition didnt

Reasons for Choosing Zoho CRM

Price and familiarity

Reasons for Switching to Zoho CRM

Zoho has better email and phone tracking abilities

October 2020

Norleah from Life's Many Luxuries Inc.

Company Size: 2-10 employees

Industry: Retail

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

Zoho CRM

I have had an amazing experience using this software. So much so, that I recommend this CRM to all my business development clients when starting their companies. The ease of creating and accessing tickets, attachments and emails on a clients file to access the parent data and contacts for authentication purposes, allows the call to flow seamlessly. Details are always time stamped in case data needs to be verified which makes it very secure with employees and contractors accessing company information and customer files. They offer a free version that includes many things that other paid CRMs do not include, just a wonderful product for a fraction of the cost.

Pros

I love the ease of access with managing and accessing important data for both vendors and clients alike. You have the ability of sending email campaigns directly from the applications and links it to the independent account. You can add authorized contacts under ever parent account and customize as needed.

Cons

The time it some times takes for a support ticket to be addressed. Apart from that I have literally had no issues with the product.

Reasons for Choosing Zoho CRM

The features made available in the different tier plans. The ability to customize the CRM to tailor specifically to your company with detailed instructions so its done correctly. And if all fails, their customer service is always there to assist. I tested many other CRM and I find Zoho CRM to be user friendly when setting up and while using it on a daily basis to assist our customers. A business customer actually asked if I use the product I was recommending, so I screen shared my desktop to show the Partner, yes if fact I do. Why wouldn't I be using the best product that I am recommending?

Reasons for Switching to Zoho CRM

I am unable to recall the name of the previous CRM product I was using. I initially started out with Zoho CRM and ventured to try other options to see how they differ and if others offered better services at a better rate. I find that many others were missing a number of features that alone were offered in the Zoho basic plans and only includes even more as you sign up for one of the other subscription plans. The Zoho CRM is also integrated with our phone app that allows us to make calls that are automatically documented under the specific customer's account. We recommend this product to all of our business customers.

October 2020

User Profile Picture

Faruk from iAge Technologies

Verified Reviewer

Company Size: 2-10 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

October 2020

It delivers what's promised

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.

Pros

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.

Cons

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.

Reasons for Switching to Zoho CRM

The team found Dynamics too complicate to work on. It wasn't a user friendly UI.

August 2020

Anonymous

Verified Reviewer

Company Size: 1 employee

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

My Favorite Email Service

If you are just starting out with a business or company and you want to make your business sound more professional, you really need Zoho. I had a great experience,even signing up with multiple email addresses. Now I just have the one email address and have a professional email completely for free. However if you want to have more flexibility, you may need to consider the paid plan. There are really not many cons when it comes to Zoho.

Pros

This is a free or very cheap email service depending on the plan you choose. I like this because my business is just starting out and I want to save as much as possible. Zoho is a great resource because it has all the functions I need. It integrates with my website, sends and receives emails and is fairly easy to use. It also comes with a calendar and a place to store notes and bookmarks.

Cons

I am on the free version, which means that I can only access it on my computer device. The paid plan is really inexpensive and something worth investing in if you want to answer emails in a more timely manner. It may take a bit of time to get used to the interface if you've never used it before or you are switching from another email service.

Reasons for Switching to Zoho CRM

Gsuite was too expensive and actually increased their pricing last year. I wanted something more affordable for my very small business until it got off the ground. Zoho provided a free plan but came with a professional email service that I could use for my business needs.

May 2020

User Profile Picture

Shawn from Zaphyr Technologies

Verified Reviewer

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

A CRM for the Masses

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.

Pros

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.

Cons

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.

Reasons for Choosing Zoho CRM

Zoho was just way simpler to implement and launch. We literally started working on it on day One.

Reasons for Switching to Zoho CRM

Dynamics CRM was just too HUGE and complicated. So was Salesforce. I feel those Enterprise CRMs rely on hiring a team to work out the operational logistics and create their dream-CRM from scratch. Zoho had so much out-of-the-box. THAT truly won us over.

March 2020

Gaelan from ARTrageous

Company Size: 11-50 employees

Industry: Entertainment

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

March 2020

Great for small businesses

We moved to Zoho CRM in 2014 when we were looking for a cloud based CRM. We have used it in a few different business and it is easy to use and teach to others.

Pros

It is very easy to add fields/change fields and customize as you wish. For the most part, it is very intuitive and user friendly. Integrates with many different programs. We had a Zoho expert set up our account and do training with us and that was worth the time and money.

Cons

Features can be limited on lower priced tiers. It can be difficult to find solutions to common problems.

Reasons for Choosing Zoho CRM

Cost and value.

Reasons for Switching to Zoho CRM

We were looking for a cloud based CRM that had more functionality.

March 2020

Craig from Prodigm Inc.

Verified Reviewer

Company Size: 2-10 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2020

Biased for a Reason

Zoho One provides a complete operating system for business. Where I have noted cons in this review I would note that Zoho One bringing everything together cohesively is far better at saving time than any frustrations it may cause.

Pros

One system that provides extensive capabilities. Zoho CRM plugs into the more than 50 other Zoho Apps with a single Zoho One license. Instant integration (as instant as it possibly can be). No more cobbling together system after system. I have all of the following in use from Zoho: CRM, spreadsheets, documents, file storage, security, marketing, social media, HR Management, accounting package, email, surveys, signatures, project management, notes, appointment management, presentations, webinars, online meetings, web hosting and design, online chat for web site, mobile expense capture, business analytics. I have used much more, that's just what I use on a day to day basis. These are the applications of business today. Nothing much out of the ordinary but if you are using anything else other than Zoho, you probably have a patchwork of applications to navigate.

Cons

Bleeding edge software development comes at a cost. Zoho brings out releases fast and often so sometimes there are annoying things that happen. This does not consume a large portion of my time but if you need consistency and 100% predictability then Zoho is probably not for you. If you are okay with 99% predictability Zoho is a good option. An example is the design of the Contact view in Zoho being changed recently without notice. If you are like me then you go with it. Some people who need things to be the same day in and day out can be rattled or frustrated by something like this.

Reasons for Switching to Zoho CRM

At the time (ten years ago), I found Zoho easier to use and customize. I had gone through a huge integration project with my Quicken system to make it work with Quickbooks. It was not as responsive as I had hoped. This was early days for people moving to the cloud. I wanted our system to be in the cloud because of how mobile our people were. Aside: Quicken is no longer owned by Intuit.

February 2020

Gwen from HomeASAP

Company Size: 51-200 employees

Industry: Marketing and Advertising

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

February 2020

Customizable CRM Offers Great Flexibility

Transitioning into a new CRM always is a huge change and undertaking across the board. We have only really experienced positive changes that have pushed us for better and more time efficient performances. Being able to transition was smooth and successful and we are able to bring all departments on board on the use of this.

Pros

This CRM offers customizable automations to really streamline your work experience. We use this to assign and set tasks for clients plus review employee performance. We have been able to completely eliminate Google Docs and move over to politely Zoho to track and record stats. Being able to personalize your home screen is a major plus. Our Sales Team has also been able to be fully integrated onto the platform and can set up leads in the system. The transfer over to this CRM has been much easier than it would be on most platforms and our team members have are soon going to be utilizing email functions through this, as well. I’ve loves the overall experience of learning this platform and discovering how truly time saving it has been for everyone across the board! I would highly encourage the use of this CRM across almost all business platforms due to its customizable options!

Cons

We would love to seethe option for color coding and the use of all emojis across the system. There is limited use on those and we would like to be able to set tasks with symbols by them or have them tabbed with a color.

Reasons for Switching to Zoho CRM

High rise wasn’t going to be updated and we needed a system that would be able to incorporate more departments and provide more detailed analytics.