Zoho CRM Reviews

What do you like best about Zoho CRM?Zoho CRM gives us one platform to manage leads, customer interactions, and follow-ups. It's easy to navigate, and its automation cuts down repetitive work. Integrations with other Zoho apps and third-party tools keep our data connected, and the dashboards give clear visibility into sales performance. The AI features add useful insights and boost productivity.What do you dislike about Zoho CRM?Zoho CRM is feature-rich, but the number of options makes the interface feel complex, especially for new users. Simpler navigation and more intuitive workflows for common tasks would help. Some integrations and advanced customizations need extra configuration and technical knowledge, and performance can slow with large datasets or complex reports. Pricing for advanced features could be more transparent, and onboarding and documentation could be clearer. The AI features are useful but should be more integrated into daily workflows and offer more actionable recommendations with less manual setup.What problems is Zoho CRM solving and how is that benefiting you?Before Zoho CRM, managing leads, customer data, and follow-ups across different tools was time-consuming and gave us no consistent view of customer interactions. Now we centralize everything in one platform, with automated follow-ups and integrations that cut manual data entry. Dashboards and reports help the team spot pending follow-ups and opportunities faster, and the AI features add insights for decision-making. Overall, Zoho CRM has improved our organization, follow-up management, and team visibility, and given us a more structured, scalable sales process.

What do you like best about Zoho CRM?It’s very detailed and scalable, and we’re able to customize it to fit our business model.What do you dislike about Zoho CRM?Sometimes the mapping does not work perfectly and needs multiple changesWhat problems is Zoho CRM solving and how is that benefiting you?We are able to use

What do you like best about Zoho CRM?I really like Zoho CRM's AI feature that summarizes tasks and events, which helps me manage customer and lead data effectively. It also allows me to record conversations in a detailed manner and modify them according to user requirements, which is quite handy.What do you dislike about Zoho CRM?I think the pricing structure could use some improvement. If the pricing was lower, it would really help us switch from our current service, Pipedrive, to Zoho CRM.What problems is Zoho CRM solving and how is that benefiting you?Zoho CRM helps me manage customer and lead data in one place, allowing me to track activities and check deal statuses easily. Its AI feature summarizes tasks and events, recording conversations in detail and modifying them as needed.

What do you like best about Zoho CRM?Integration with JustCall helps keep us compliant.What do you dislike about Zoho CRM?A lot of the times you have to go through a third party to contact Zoe in order to get integration and things of that nature done due to the fact that they are on the other side of the worldWhat problems is Zoho CRM solving and how is that benefiting you?We need a very customized

What do you like best about Zoho CRM?The phone API with 3cx integration has been a game changer for us. It automatically syncs our calls, logs customer data and keeps our operations running in one central dashboard. We also really like the workflows and automation features, which help us take care of our clients after the sale. The UI is clean and performance is smooth. The pricing is fair and makes sense with a central hub. The new AI reporting is very helpful for our reporting needs. Their customer support is top tier even on complex projects.What do you dislike about Zoho CRM?Zoho is powerful, it is definitely not a plug and play system in some cases. Setting up a custom multi account workflow and developer API configurations takes a lot of time and technical trial and error to get dialed in. The interface can feel cluttered sometimeand finding a specific setting or toggling features within nested mini apps can turn into a treasure hunt..What problems is Zoho CRM solving and how is that benefiting you?Zoho CRM solves our issues buy putting our business lines, workflows, and automated communications tools into one clean space. The phone API integration with 3cx is awesome, syncing calls and logging customer data. The post sale automations keep things moving smoothly after a transaction closes, and the linking data across our business accounts make collaboration so much better.

What do you like best about Zoho CRM?I like Zoho CRM because it is easy to customize, keeps customer information organized, and provides useful automation and integrations that make daily sales activities more efficient.What do you dislike about Zoho CRM?The main thing I dislike about Zoho CRM is that it can feel a little complicated for new users. There are many features and customization options, so it can take some time to understand and set everything up properly. The user interface could also be more intuitive and easier to navigate.What problems is Zoho CRM solving and how is that benefiting you?Zoho CRM helps us keep customer information, leads, follow-ups, and sales activities organized in one place. It reduces manual work, makes it easier to track customer interactions, and helps the team stay on top of follow-ups. This saves time, improves productivity, and gives us better visibility into our sales process.

What do you like best about Zoho CRM?Good Database. Helps in analytics. Helpful for top management in decision making.What do you dislike about Zoho CRM?Unnecessary data points available under the dash boardWhat problems is Zoho CRM solving and how is that benefiting you?Database management

What do you like best about Zoho CRM?Zoho CRM is extremely versatile and customizable. The interface is clean, making it easy to track leads, manage customer pipelines, and automate routine sales processes. Its seamless integration with other tools and powerful automation features save a lot of time for our team.What do you dislike about Zoho CRM?While Zoho CRM is feature-rich, the user interface can occasionally feel overwhelming due to the sheer number of settings and options. Additionally, setting up complex workflow automations or deep custom integrations requires a bit of a learning curve for non-technical users.What problems is Zoho CRM solving and how is that benefiting you?Zoho CRM solves the problem of scattered customer data and manual lead tracking by centralizing all customer interactions into a single platform. It automates follow-up reminders and pipeline tracking, which saves us significant time, prevents potential leads from slipping through the cracks, and keeps our team organized.

What do you like best about Zoho CRM?Can create custom data fields for contacts, leads, sales pipelines. Tracks all of our sales and our client and vendor contact information.What do you dislike about Zoho CRM?Nothing - I have worked with the system years ago, and we came back to it after 4 years of using other systems.What problems is Zoho CRM solving and how is that benefiting you?Captures all of our sales data, analytics for conversions, and keeps all of the contact info organized

What do you like best about Zoho CRM?I like how Zoho CRM completely handles the project management and project account management, making it easier to manage client accounts. It's also useful for handling contact information and sharing it among groups and users within the organization.What do you dislike about Zoho CRM?I think there must be a little bit of improvement related to sharing via email or configuring emails in Zoho CRM, which I feel is currently missing. The system should not rely on any external email messaging tools. Instead, it should support internal communication through our own company's email system or Outlook, so it can be achieved without extra tools.What problems is Zoho CRM solving and how is that benefiting you?Zoho CRM helps me manage CapEx and OpEx, allowing efficient handling of client accounts based on these expenses.