The tool is being used to process sales, and it is basic software to hold the database of clients and all actions regarding sales perspective.
Business Consultant and Developer at Consigliere
A stable and scalable cloud-based solution for process sales
Pros and Cons
- "It has helped to manage, move forward, and also customize my processes. It has helped me with my sales pipeline, sales process, and performance."
- "I would like to see better integration with Zoho Creator."
What is our primary use case?
How has it helped my organization?
It has helped to manage, move forward, and also customize my processes. It has helped me with my sales pipeline, sales process, and performance.
What is most valuable?
I am impressed with the tool's integrations, system reliability, blueprints, and sales are the most valuable features. Also, the Pipeline, License, Collaboration features, and then custom code. Having my database, connecting with other systems, and making calls, emails, and meetings in the same place is an important feature. Finally, communicating through a click is a good feature as well.
What needs improvement?
I would like to see better integration with Zoho Creator.
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May 2025

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For how long have I used the solution?
I have been using the solution for more than three years.
What do I think about the stability of the solution?
It is a stable solution. I rate it nine out of ten.
What do I think about the scalability of the solution?
It is a scalable solution if you want to scale with multiple devices.
How was the initial setup?
It is easy to work on and initiate by yourself, but you will get only ten percent of the features. So if you want to get a hundred percent for your money, you need a developer because all of the details of the work we have is ready. So there's a need to customize your tool and your workflow.
What was our ROI?
With all of the automation that we have done, there's a return on investment.
What other advice do I have?
I rate the solution a nine-point five out of ten.I would definitely recommend getting the tool for any business that has intense sales.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.

Managing Secretary at Manovikas Charitable Society
Stable, with a good web form feature, and has many videos that help you solve issues without contacting support, but its pricing is expensive
Pros and Cons
- "What I like best about Zoho CRM is the web form feature. I find Zoho CRM forms excellent."
- "Pricing for Zoho CRM could be improved because it is expensive. My company also needs some analytics, so it would be good if Zoho CRM had built-in analytics."
What is our primary use case?
We use Zoho CRM as our CRM and also for collecting data when clients come to us. We also use the solution to create appointments and manage information.
What is most valuable?
What I like best about Zoho CRM is the web form feature. I find Zoho CRM forms excellent.
What needs improvement?
Pricing for Zoho CRM could be improved because it is expensive.
My company also needs some analytics, so it would be good if Zoho CRM had built-in analytics. The company is now looking into a different solution for analytics, such as Google Analytics or Zoho Analytics. Whichever is better, my company will use.
For how long have I used the solution?
I've been using Zoho CRM for two years.
What do I think about the stability of the solution?
Zoho CRM is a stable platform.
What do I think about the scalability of the solution?
I have yet to experience scaling Zoho CRM.
How are customer service and support?
We have yet to use any technical support for Zoho CRM because companies nowadays, Zoho included, have so many videos that let us solve issues without contacting support.
Which solution did I use previously and why did I switch?
My company also uses Google but has more users in Google than Zoho CRM because Google has many free solutions, while Zoho CRM is a paid solution.
How was the initial setup?
Setting up Zoho CRM was easy, so it didn't take so much time. The setup process took hardly a day or so to complete.
What about the implementation team?
We didn't use consultants to implement Zoho CRM for the company. We had volunteers trained in IT, who had good knowledge, so if we found difficulty, we asked the volunteers to help us.
What's my experience with pricing, setup cost, and licensing?
Zoho CRM is an expensive tool.
What other advice do I have?
My company uses a CRM solution, Zoho CRM.
Only a few users access Zoho CRM in the company, just two or three. My company has no plan to increase the platform users because Zoho CRM is a paid tool, and my company has limited funds.
Based on what I'm using Zoho CRM for, my rating for it is five out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Zoho CRM
May 2025

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856,873 professionals have used our research since 2012.
Business Development Manager at headtechnology
It has an effective emailing feature that lets you send emails to customers directly, but its UI needs to be more user-friendly
Pros and Cons
- "The most valuable feature of Zoho CRM is emailing. You can send emails to customers directly from Zoho CRM. The marketing team in my company uses this feature, and it's effective."
- "What needs improvement in Zoho CRM is the UI. It needs to be more user-friendly. I like Salesforce better than Zoho CRM in terms of the UI, so if Zoho CRM can make some UI changes, that would make the tool better."
What is our primary use case?
We use Zoho CRM for pipeline follow-ups. Our customer database is on the tool, so we use Zoho CRM to record customer data, the dates of client meetings, and when we did the POCs. All data we have on Zoho CRM are also shared with our customers. We also use Zoho CRM to predict how many sales we can do per quarter and year. These are our use cases for the tool.
What is most valuable?
The most valuable feature of Zoho CRM is emailing. You can send emails to customers directly from Zoho CRM. The marketing team in my company uses this feature, and it's effective.
What needs improvement?
What needs improvement in Zoho CRM is the UI. It needs to be more user-friendly. I like Salesforce better than Zoho CRM in terms of the UI, so if Zoho CRM can make some UI changes, that would make the tool better.
For how long have I used the solution?
I've been using Zoho CRM for a long time, more than five years.
What do I think about the stability of the solution?
I didn't have issues with Zoho CRM stability-wise. It has good stability.
What do I think about the scalability of the solution?
Zoho CRM is a scalable tool.
How are customer service and support?
As we never had any problems with Zoho CRM, we never had the chance to open a ticket with the technical support team.
Which solution did I use previously and why did I switch?
We only used Zoho CRM within our company.
How was the initial setup?
I'm unsure of how straightforward or complex the setup of Zoho CRM is because I'm just a user. It's the technical team who deployed the tool within my company.
What about the implementation team?
Zoho CRM was deployed in-house by the technical team.
What's my experience with pricing, setup cost, and licensing?
I have no information about the pricing for Zoho CRM because the finance department handles that.
Which other solutions did I evaluate?
I'm using Salesforce at times. Some of my customers use Salesforce as well.
What other advice do I have?
My company uses Zoho CRM internally.
My company is a customer rather than a seller or distributor of Zoho CRM.
I'm using the latest version of Zoho CRM because the tool has regular updates, so my company has the newest version.
Around forty-five to fifty people use Zoho CRM within the company. My company has a team that handles the maintenance of the tool.
I'm rating Zoho CRM as seven out of ten because its UI needs improvement.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
President/Founder at Interbit
Scales well, and it is easy to get data in and out of it, but I would like more ability to reorganize the data and share data fields
Pros and Cons
- "I like that it is easy to get data in and out of it. We can export and import CSV files. I also like that the database is hierarchical, which allows me to be able to look at a parent and multiple children."
- "There are at least two big pieces. One is just the ability to reorganize the data and clean it up to eliminate duplicates and things like that. It is very manual at the moment. It only gives us certain fields that we can check on. Because of our particular database, it creates a problem. We deal with hospitals, and there are 50 hospitals. It is tough to figure out which one is which. Is it this one or the other one? So, trying to clean things up is very difficult. I'd like to have more ability to share data fields. The data is structured into different buckets, and I frequently have to create the same field in two different buckets. It would be nice if I could just do a view-only field in another bucket. In my contact bucket, I would like to be able to have just a view-only of the account information so that I don't need to enter it again, which is what I have to do currently."
What is our primary use case?
It is used as a database for customers, contacts, and prospects for sales and marketing.
It is a SaaS product. I am using the most recent version of it.
How has it helped my organization?
It is a central place to store information to use for marketing, tracking activity, and developing sales pipelines and stuff.
What is most valuable?
I like that it is easy to get data in and out of it. We can export and import CSV files.
I also like that the database is hierarchical, which allows me to be able to look at a parent and multiple children.
What needs improvement?
There are at least two big pieces. One is just the ability to reorganize the data and clean it up to eliminate duplicates and things like that. It is very manual at the moment. It only gives us certain fields that we can check on. Because of our particular database, it creates a problem. We deal with hospitals, and there are 50 hospitals. It is tough to figure out which one is which. Is it this one or the other one? So, trying to clean things up is very difficult.
I'd like to have more ability to share data fields. The data is structured into different buckets, and I frequently have to create the same field in two different buckets. It would be nice if I could just do a view-only field in another bucket. In my contact bucket, I would like to be able to have just a view-only of the account information so that I don't need to enter it again, which is what I have to do currently.
For how long have I used the solution?
I have been using this solution for probably six years.
What do I think about the stability of the solution?
It is stable. It is fine in terms of stability.
What do I think about the scalability of the solution?
It scales well. We have about a dozen users, and it is being used extensively. Any increase in usage would just come naturally with time.
How are customer service and support?
They are medium in terms of wait time and the response itself. From one to five, I would rate them a three.
Which solution did I use previously and why did I switch?
I can't remember the name, but we had been using a CRM for a long time. We made the switch because of the ability to do more. The old system was too customized. We were looking for something that was more accessible and easy to maintain and that had more standard features.
How was the initial setup?
It was straightforward but nonetheless difficult. It took weeks.
It is lightweight in terms of maintenance. Its maintenance is taken care of pretty much by me. I also have a consultant.
What about the implementation team?
We used an external consultant.
What's my experience with pricing, setup cost, and licensing?
It is around $1000 a month.
What other advice do I have?
I would rate it a seven out of 10.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Director at a tech company with 51-200 employees
Effective customer management and lead handling with excellent support
Pros and Cons
- "Zoho CRM provides excellent value for money."
- "The analytics and AI suggestion features need improvement."
What is our primary use case?
I use Zoho CRM primarily for customer management, lead management, and deals management.
What is most valuable?
Zoho CRM provides excellent value for money. It offers substantial features for its price point. Specifically, the leads and deals modules, as well as integrations, are very effective.
What needs improvement?
The analytics and AI suggestion features need improvement.
For how long have I used the solution?
I have been using Zoho CRM for five years.
What do I think about the stability of the solution?
I find the solution to be stable without any glitches.
What do I think about the scalability of the solution?
Zoho CRM is fully scalable.
How are customer service and support?
I believe the technical support is very good, and I rate it a nine out of ten.
How would you rate customer service and support?
Positive
How was the initial setup?
Since Zoho CRM is a SaaS solution, there was no installation needed.
What's my experience with pricing, setup cost, and licensing?
I rate the pricing as a five out of ten, as it offers good value for money.
What other advice do I have?
Regarding improvements, the analytics part and AI suggestions are the two main areas that need improvement. Overall, I rate the solution an eight out of ten. It would be better if the review remains anonymous. The email will be used solely for internal use, and my name can be on the review, but my company name and email ID should remain hidden.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Last updated: Mar 18, 2025
Flag as inappropriateAccount Manager at Epic Network Support
An easy-to-setup solution with a helpful technical support team
Pros and Cons
- "The solution is always stable."
- "The solution's feature for forecast has limitations."
What is most valuable?
The solution's most valuable feature is the ease of navigation.
What needs improvement?
The solution's feature for forecast has limitations. It could be better. Also, there need to be more features similar to its on-premise version.
For how long have I used the solution?
I have been using the solution for nine months.
What do I think about the stability of the solution?
The solution is always stable. I rate its stability a nine out of ten.
What do I think about the scalability of the solution?
I rate the solution's scalability an eight or nine.
How are customer service and support?
The solution's technical team is very helpful.
How would you rate customer service and support?
Positive
How was the initial setup?
The solution's setup process is simple and cost-effective.
What about the implementation team?
The solution's technical team helped us implement it.
What's my experience with pricing, setup cost, and licensing?
The solution is cost-effective. I rate its pricing a four out of ten.
Which other solutions did I evaluate?
I have evaluated SAP and Salesforce solutions. In comparison, Zoho meets all our business requirements and provides simple navigation.
What other advice do I have?
I rate the solution a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Zoho Solution Architect / Zoho Senior Developer / Zoho Administrator at a outsourcing company with 5,001-10,000 employees
A customizable solution that can be deployed very easily
Pros and Cons
- "The product is customizable."
- "The support is not quite good."
What is our primary use case?
I use the product for customer relationship management.
What is most valuable?
The product is customizable. Its features are better than products like Salesforce and HubSpot. It is the best solution.
What needs improvement?
The solution should add more customizing options to Canvas.
For how long have I used the solution?
I have been using the solution for two years.
What do I think about the stability of the solution?
I rate the product’s stability a nine out of ten.
What do I think about the scalability of the solution?
I rate the solution’s scalability a nine out of ten.
How are customer service and support?
The support is not quite good. The support team is available only Monday to Friday.
How would you rate customer service and support?
Neutral
How was the initial setup?
The initial setup is very easy.
What's my experience with pricing, setup cost, and licensing?
The product costs $35 per user per year. We pay separately for premium support.
What other advice do I have?
Overall, I rate the product a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Sales Operations Specialist at ADEO IT Consulting Services
Stable and secure solution with great reporting
Pros and Cons
- "Zoho CRM's best feature is its reporting."
- "The process of creating reports is not very user-friendly - it takes time, and it's confusing."
What is our primary use case?
I primarily use Zoho CRM for downloading documents, managing customers and managers, and reporting.
What is most valuable?
Zoho CRM's best feature is its reporting.
What needs improvement?
The process of creating reports is not very user-friendly - it takes time, and it's confusing.
For how long have I used the solution?
I've been working with Zoho CRM for a year.
What do I think about the stability of the solution?
Zoho CRM is stable and secure.
What do I think about the scalability of the solution?
Zoho CRM is scalable.
How are customer service and support?
Zoho's technical support could be faster and better at solving issues.
How was the initial setup?
The initial setup was really easy, and the deployment was fast.
What other advice do I have?
I would recommend Zoho CRM to other users and rate it eight out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.

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