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Zoho CRM pros and cons

Vendor: Zoho
4.0 out of 5
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Pros & Cons summary

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Prominent pros & cons

PROS

Zoho CRM offers robust forecasting and pipeline management features, aiding in efficient business processes.
It is customizable and adaptable to specific company needs, allowing personalized workflows and configurations.
With powerful automation and analytics tools, Zoho CRM enhances lead management and sales efficiency.
Integration capabilities allow Zoho CRM to work seamlessly with third-party solutions and other Zoho applications.
Zoho CRM's lead qualification and AI-driven sales automation optimize task management and improve lead conversions.

CONS

Zoho CRM does not support multi-country operations and has issues with local terminologies like province and postal code, which complicates use in countries like Canada.
The chatbot feature in Zoho CRM lacks intelligence and AI capabilities, which reduces its effectiveness.
There are challenges in data management, including the difficulty of eliminating duplicates and reorganizing data manually, especially with large databases such as those involving multiple hospitals.
Zoho CRM requires more integrations and customization options, particularly for sharing data fields across different buckets to prevent repetitive data entry.
Technical glitches in Zoho CRM lead to disappearance of product details when added, indicating a need for improvements in reliability and support response time.
 

Zoho CRM Pros review quotes

it_user999 - PeerSpot reviewer
VP of Development at a marketing services firm with 51-200 employees
Jun 26, 2012
Inexpensive Integrates well with Google Apps for business Easy to use; easy for team to adopt Robust reporting features Useful across all areas of our business (from management to sales to support).
it_user158703 - PeerSpot reviewer
CEO at a consultancy with 51-200 employees
Oct 26, 2014
Zoho works straight out of the box, easy to start with, easy to customize to our own sales process and workflow, with simple and effective functionality when it comes to creating reports.
it_user190863 - PeerSpot reviewer
Client Partner at a tech company with 1,001-5,000 employees
Feb 10, 2015
Zoho CRM by contrast is easy to use, customizable and you don’t need training to use it.
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: February 2026.
884,933 professionals have used our research since 2012.
reviewer930168 - PeerSpot reviewer
Lead for technology at a university with 11-50 employees
Nov 1, 2021
Zoho CRM is easy to use and easy to understand.
AY
President/Founder at Interbit
Nov 9, 2021
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.
YT
Regional Channel Manager at i2sBusiness Solutions
Dec 8, 2021
It is customizable. We have customized the CRM according to our needs.
ME
Marketing and digital transformation manager at Red Real Estate Domain
Dec 24, 2021
The most valuable solution of Zoho CRM is lead management and analytics. It has a powerful analytics tool.
Saurabh Dosar - PeerSpot reviewer
Presales Manager at Cloud4C Services
Dec 24, 2021
For the most part, the solution is stable.
reviewer1774098 - PeerSpot reviewer
Head Of Information Security (CISO) at a financial services firm with 1,001-5,000 employees
Feb 3, 2022
One of the most important features is that it's a cloud base and, it's also quite cheaper when compared to other solutions. Zoho CRM is customizable as per your requirement and, the Zoho team is able to help you to customize the CRM based on your requirements, and you can integrate to any third-party solution.
Tichaona Ndoreka - PeerSpot reviewer
Infrastructure Sup at Capital Development Services
Feb 4, 2022
The most valuable feature of Zoho CRM is its ease of use.
 

Zoho CRM Cons review quotes

it_user999 - PeerSpot reviewer
VP of Development at a marketing services firm with 51-200 employees
Jun 26, 2012
However, as we continued to grow, Zoho did not have all the features we needed to successfully track our sales cycle, so we ended up switching to Salesforce.
it_user158703 - PeerSpot reviewer
CEO at a consultancy with 51-200 employees
Oct 26, 2014
Zoho CRM has room for improvement when it comes to building email templates and mass email campaigns.
it_user190863 - PeerSpot reviewer
Client Partner at a tech company with 1,001-5,000 employees
Feb 10, 2015
Customer Service: Only chat is available, connecting over the phone is impossible.
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: February 2026.
884,933 professionals have used our research since 2012.
reviewer930168 - PeerSpot reviewer
Lead for technology at a university with 11-50 employees
Nov 1, 2021
The mobile application is a little complicated and could be simplified.
AY
President/Founder at Interbit
Nov 9, 2021
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.
YT
Regional Channel Manager at i2sBusiness Solutions
Dec 8, 2021
Sometimes, there are technical glitches. When we add product details, the information disappears. It can be improved from this aspect. Some of the bugs also need to be resolved.
ME
Marketing and digital transformation manager at Red Real Estate Domain
Dec 24, 2021
There are two things I would like to see from Zoho CRM. The first would be to include a calling feature that is connected to our call center. Second, I would like financial targeting and how to measure targeting for the sales agent to be connected better with bookings.
Saurabh Dosar - PeerSpot reviewer
Presales Manager at Cloud4C Services
Dec 24, 2021
I'm not sure that there is scalability potential for enterprises.
reviewer1774098 - PeerSpot reviewer
Head Of Information Security (CISO) at a financial services firm with 1,001-5,000 employees
Feb 3, 2022
I would like to see more integrations and customization options in the next release.
Tichaona Ndoreka - PeerSpot reviewer
Infrastructure Sup at Capital Development Services
Feb 4, 2022
The solution can improve by having a policy that allows us to integrate with the cloud.