User Reviews of Zoho CRM

While applying some integrations or automations, if we need to take an action between two modules' fields, we have to write SOQL, and it can miss the data. I had a scenario where I had to use two fields from two different modules, and based on that condition, we had to send a follow-up to our team member to complete the task. We could not...

I think areas of Zoho CRM that need to be improved or enhanced include the permission structure, which can be easy to set up custom permissions within Zoho Creator using different filters and running scripts at runtime, but those events and triggers are not available in Zoho CRM. As a result, applying custom permission structures for all...