The solution easily links one form to another or sends one module to another.
Zoho Developer at freelancer
Easy-to-use solution with good stability
Pros and Cons
- "Its initial setup process for the cloud-based version is straightforward."
- "They should provide an option to customize modules."
What is most valuable?
What needs improvement?
They should provide an option to customize modules and fields for the solution, similar to Zoho Creator.
For how long have I used the solution?
We have been using the solution for more than one year.
What do I think about the stability of the solution?
The solution's stability is better than other applications.
Buyer's Guide
Zoho CRM
September 2026
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: September 2026.
914,889 professionals have used our research since 2012.
How are customer service and support?
The solution's technical support service could be better.
Which solution did I use previously and why did I switch?
Zoho CRM has a default field that cannot be changed. Thus, we prefer using Zoho Creator for customized functionality.
How was the initial setup?
The solution's initial setup process for the cloud-based version is straightforward. It takes around a week to a month to complete depending on the client's requirements. It requires one executive to carry out the deployment.
What's my experience with pricing, setup cost, and licensing?
The solution has standard pricing plans. It costs $14 per month. Also, its enterprise version costs $40. At the same time, its unlimited version costs $52.
What other advice do I have?
The solution is easy to use for end users. I rate it a ten out of ten.
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
Account 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.
Buyer's Guide
Zoho CRM
September 2026
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: September 2026.
914,889 professionals have used our research since 2012.
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.
Technical support at Foresight Software Solutions Pvt Ltd
Customizable, quick to set up, and easy to manage
Pros and Cons
- "The initial setup is pretty fast."
- "We're able to easily track messages and notes."
- "I'd like the solution to offer more integrations with other products."
What is our primary use case?
We primarily use the solution for prioritizing projects.
What is most valuable?
We're able to easily track messages and notes.
For management, it's easy to view what is going on.
The initial setup is pretty fast.
It is stable.
We can scale the product.
It's very customizable and user-friendly.
What needs improvement?
I'd like the solution to offer more integrations with other products.
For how long have I used the solution?
I joined my company about one year ago and have used Zoho since then.
What do I think about the stability of the solution?
The solution is stable and reliable. There aren't any bugs, and it isn't glitchy. It doesn't crash or freeze. It's pretty reliable.
What do I think about the scalability of the solution?
We can scale the solution so that it meets our needs.
Our company is pretty small, so we only have 18 users on Zoho.
At this time, we do not have plans to increase usage.
How are customer service and support?
I can't speak to how helpful or responsive support is. I've never used them. There is one person that can help us deliver answers to our customers, and they have been fine, as far as I know.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I'm not sure if the company used any other similar product previously.
How was the initial setup?
It does not take too long to set up the solution. As long as your bandwidth is good and you are using it out of the box, you can deploy it in a few minutes.
I'm only a beginner in terms of having knowledge of the product, and therefore I'm not sure what maintenance, if any, is needed.
What about the implementation team?
I can handle the deployment myself.
What's my experience with pricing, setup cost, and licensing?
I can't speak to the cost of the solution. I don't handle licensing.
What other advice do I have?
I'm not sure which version of the solution I'm using.
I would recommend the solution to other users.
At this time, I'd rate it nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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.
Managing Director at SSA Techknowlogies (P) Ltd
Scalability stands out, years of reliability, with straightforward implementation
Pros and Cons
- "I think the whole pipeline tracking is most useful for us."
- "One of their strong points is that it can very easily scale up."
- "The integration should be more user-friendly."
- "The integration should be more user-friendly. I think the architecture currently is pretty modularized within the Zoho system."
What is most valuable?
The whole pipeline tracking is most useful for us. Our whole pipeline management is where we look for prospects, leads, and conversion processes.
What needs improvement?
The integration should be more user-friendly. I think the architecture currently is pretty modularized within the Zoho system. We have a CRM and we have projects, and the integration part in previous modules can be better and made easier for end users. That is where we had to use third-party vendor support to help us build those integrations.
For how long have I used the solution?
I have been using Zoho CRM for the past two years.
What do I think about the stability of the solution?
I have not had issues for years, so I would say it is reliable.
What do I think about the scalability of the solution?
One of their strong points is that it can very easily scale up.
How are customer service and support?
Technical support is highly responsive and I have not had any issues.
How would you rate customer service and support?
Positive
How was the initial setup?
The setup of Zoho CRM is straightforward.
What other advice do I have?
As with any other solution, try to go out of the box to implement the best practices and use all the features. These are the two things which I would recommend. I would rate Zoho CRM an eight out of ten.
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 has a business relationship with this vendor other than being a customer. Implementer
Manager - Sales & NBO at a tech services company with 201-500 employees
CRM that improves the visibility of all marketing campaigns and related sales
Pros and Cons
- "The most valuable features include the dashboards, deal tracking, email tracking, notes, managing notes and the ability to manage databases in one place."
- "We tested the solution for a year first and found it more user friendly compared to other solutions on the market."
- "It would be useful to have some way of mapping organizations that could add more value. If I have X company's database and am trying to create multiple contexts for different entities of the same company, I should be able to map it in such a way that I can see the organization chart."
- "It would be useful to have some way of mapping organizations that could add more value."
What is our primary use case?
We are not using the fully-fledged solution yet as we are still in the process of a full migration. We tested the solution for a year first and found it more user friendly compared to other solutions on the market.
We use Zoho for our outbound and inbound channels to run marketing campaigns and to manage and track leads coming from those campaigns. We plan to adopt it for our entire sales cycle for customer relationship management.
What is most valuable?
The most valuable features include the dashboards, deal tracking, email tracking, notes, managing notes and maintaining databases in one place.
It is a value-addition tool. It gives us the visibility of all the deals which are in place, and allows us to manage and track activities against those deals.
What needs improvement?
It would be useful to have some way of mapping organizations that could add more value. If I have X company's database and am trying to create multiple contexts for different entities of the same company, I should be able to map it in such a way that I can see the organization chart.
For how long have I used the solution?
We have used this solution for one year.
What do I think about the scalability of the solution?
This is a scalable solution.
How are customer service and support?
The customer service and support for this solution is great.
How would you rate customer service and support?
Positive
How was the initial setup?
The initial setup is straightforward. Deployment took two months.
What other advice do I have?
For smaller organizations looking for a CRM solution, it comes at an affordable cost. The sales cycle or marketing cycle can be a bit complex.
I would rate this solution an eight out of ten.
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.
Business Development Manager at Computer Learning centre
Simple to use, scalable, and stable CRM software with good technical support, but it needs a more user-friendly interface
Pros and Cons
- "CRM software that's simple to use, with good technical support, scalability, and stability."
- "Zoho CRM can be used by both registered users and potential users; we use it for creating and managing modules, email broadcasting, integrating with email marketing tools, and data sharing between users."
- "This solution needs a more user-friendly interface."
- "A more user-friendly interface is what I'd like to see in Zoho CRM."
What is our primary use case?
Zoho CRM can be used by both registered users and potential users. We use it for creating and managing modules, email broadcasting and integrating with email marketing tools, etc. We also use it for data sharing between users.
What is most valuable?
What I like about Zoho CRM is that it's simple to use.
What needs improvement?
A more user-friendly interface is what I'd like to see in Zoho CRM.
For how long have I used the solution?
I've been using Zoho CRM for over three years now.
What do I think about the stability of the solution?
I find this solution stable.
What do I think about the scalability of the solution?
Zoho CRM is a scalable solution.
How are customer service and support?
The technical support for Zoho CRM is good.
How was the initial setup?
Zoho CRM has a straightforward installation.
Which other solutions did I evaluate?
I evaluated Salesforce.
What other advice do I have?
I wasn't involved in the installation of Zoho CRM.
We have 30 users of Zoho CRM within our organization, and we have two technicians that we work with, who are engineers. There is a possibility that we'll increase the number of users of this solution.
I'm giving Zoho CRM a rating of seven out of ten.
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.
Infrastructure Sup at Capital Development Services
Simple initial setup, high availability, and scalable
Pros and Cons
- "The most valuable feature of Zoho CRM is its ease of use."
- "The solution can improve by having a policy that allows us to integrate with the cloud."
What is our primary use case?
Zoho CRM is a small component and it is used to monitor our internet services.
What is most valuable?
The most valuable feature of Zoho CRM is its ease of use.
What needs improvement?
The solution can improve by having a policy that allows us to integrate with the cloud.
For how long have I used the solution?
I have been using Zoho CRM for approximately three years.
What do I think about the stability of the solution?
I have found Zoho CRM to be stable.
What do I think about the scalability of the solution?
Zoho CRM is a scalable solution.
We have four IT personnel that are using the solution regularly. We do not plan to increase the usage at this time.
How are customer service and support?
We have not contacted technical support.
How was the initial setup?
The initial setup was straightforward, and the whole process took me one day.
What about the implementation team?
We did the implementation in-house.
We have four engineers for the implantation and maintenance of the solution.
What's my experience with pricing, setup cost, and licensing?
We pay for an annual license to use this solution.
What other advice do I have?
I would recommend this solution to others for small businesses.
I rate Zoho CRM a six out of ten.
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.
ASM at a computer software company with 11-50 employees
Cost effective CRM that saves costs through cloud hosting and ability to pay as you go
Pros and Cons
- "Being able to have the solution in the cloud has made this a cost effective solution for us as we don't need to invest in hardware."
- "The support response time for this solution could be improved."
What is our primary use case?
We use this solution for log collection as well as for recording leads and data.
What needs improvement?
The support response time for this solution could be improved.
For how long have I used the solution?
We have been using this solution for nine months.
What do I think about the stability of the solution?
This is a stable solution.
What do I think about the scalability of the solution?
This is a scalable solution.
How was the initial setup?
It wasn't very easy because the solution was new to us, so we took the time to understand the solution itself and the installation.
What's my experience with pricing, setup cost, and licensing?
Being able to have the solution in the cloud has made this a cost effective solution for us as we don't need to invest in hardware.
If you compare the pricing with SAP, it is well priced and you are able to pay as you go.
Which other solutions did I evaluate?
We evaluated another CRM called TCS iON but we chose Zoho.
What other advice do I have?
The Zoho salesperson we dealt with was really good and supported us. I would recommend Zoho to other users.
I would rate this solution an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. reseller
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Updated: September 2026
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