The whole pipeline tracking is most useful for us. Our whole pipeline management is where we look for prospects, leads, and conversion processes.
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."
- "The integration should be more user-friendly."
What is most valuable?
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.
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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."
- "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."
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.
Buyer's Guide
Zoho CRM
June 2025

Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: June 2025.
860,592 professionals have used our research since 2012.
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."
- "This solution needs a more user-friendly interface."
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.
Regional Channel Manager at i2sBusiness Solutions
Customizable, inexpensive, and perfect for small and medium enterprises
Pros and Cons
- "It is customizable. We have customized the CRM according to our needs."
- "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."
How has it helped my organization?
It helps in quickly working on the opportunities. It is very user-friendly, and we can quickly create opportunities and quotes.
What is most valuable?
It is customizable. We have customized the CRM according to our needs.
What needs improvement?
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.
They can improve the mobile app. They can add more functionalities to the Zoho CRM mobile app.
For how long have I used the solution?
I have been using this solution for the last two years.
What do I think about the stability of the solution?
It is stable.
What do I think about the scalability of the solution?
It is scalable.
How are customer service and support?
Their technical support is really good. We haven't had any issues so far.
How was the initial setup?
Its initial setup is very easy.
What about the implementation team?
We used a third-party service provider for the setup.
What's my experience with pricing, setup cost, and licensing?
Compared to other CRMs, it is very cheap.
Which other solutions did I evaluate?
We evaluated Salesforce and NetSuite from Oracle. We chose Zoho CRM because it had similar features but at a better price.
What other advice do I have?
I would definitely recommend this solution to others. It is the best solution for small and medium enterprises.
I would rate Zoho CRM an eight out of 10.
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.
Lead, Marketing Research & CRM Activities at a tech services company with 51-200 employees
It's made our lives easy as our entire sales organisation use this product, but the automation features are at a very basic level.
What is most valuable?
- Campaigns
- Reports
- Mobile app
How has it helped my organization?
Tracking the leads, contacts & campaigns over Zoho CRM made our lives easy as our entire sales organisation use this product.
What needs improvement?
Automation features for the Zoho Campaigns are at a very basic level as compared other marketing automation tools in the market these days.
For how long have I used the solution?
I've used it for two and a half years.
What was my experience with deployment of the solution?
No issues encountered.
What do I think about the stability of the solution?
A couple of times the reporting API for one of my team members got corrupted, and it took a day for tech team to fix it.
What do I think about the scalability of the solution?
No issues encountered.
How are customer service and technical support?
Customer Service:
It's poor.
Technical Support:Poor, as they don't answer you call or emails at first your first attempt.
Which solution did I use previously and why did I switch?
No previous solution used.
How was the initial setup?
It was straightforward.
What about the implementation team?
Since it's a SaaS based product there was just a demo from the sales person.
What was our ROI?
It's 60%.
What's my experience with pricing, setup cost, and licensing?
It was somewhere around US$12 for per user, over the period of time the tarrif has changed with revised rates.
Which other solutions did I evaluate?
- Marketo
- Eloqua 10
- Hubspot etc.
What other advice do I have?
This is good product for a startup company with minimal features, good for data management on CRM but there is nothing called automation with this.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Client Partner at a tech company with 1,001-5,000 employees
Although Zoho CRM is easy to use the social collaboration platform needs to be improved
What is most valuable?
Zoho reports
How has it helped my organization?
We were using SharePoint to hold, maintain, manipulate and manage the data but it was time consuming and a difficult process. Zoho CRM by contrast is easy to use, customizable and you don’t need training to use it.
What needs improvement?
Social network integration. I would suggest the following
- Somehow they need to integrate LinkedIn again on Zoho, where users can connect the LinkedIn profile of contacts added.
- The social collaboration platform needs to be improved with more enhanced features.
For how long have I used the solution?
More than two years.
What was my experience with deployment of the solution?
No issues encountered.
What do I think about the stability of the solution?
No issues encountered.
What do I think about the scalability of the solution?
No issues encountered.
How are customer service and technical support?
Customer Service:
Only chat is available, connecting over the phone is impossible. Some of the questions I had trouble getting answers to were:
- How to fetch reports
- Initial training links
- Integration of different Zoho products.
- Best practices about how to use Zoho CRM
It’s Ok, again it's only chat support.
Which solution did I use previously and why did I switch?
I was using SharePoint but it's difficult to manage and consumes lots of time and effort.
How was the initial setup?
It's very simple, just watch the video and customize it as per your requirements.
What about the implementation team?
It's a cloud based platform.
What was our ROI?
Sales have increased by 10-15%.
What's my experience with pricing, setup cost, and licensing?
It's a cloud based platform.
Which other solutions did I evaluate?
We also looked at Pipeline, and SalesForce.
What other advice do I have?
Use its free trial for three users first and try adapting the plug'n'play feature.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
CEO at a consultancy with 51-200 employees
Pipeline management and reports are great. I'd like to see better tools for email campaigns.
What is most valuable?
Leads, pipeline management, reports and Zoho CRM have excellent customer support
How has it helped my organization?
Stronger pipeline, increase in revenue and profit
What needs improvement?
Zoho CRM has room for improvement when it comes to building email templates and mass email campaigns. The Campaign section could also be stronger along with capabilities to run telemarketing without doing too much customizing.
For how long have I used the solution?
We did work with SalesForce for 10 years but changed to Zoho CRM 4 years ago. Main reason was simplicity and far better price and performance.
What was my experience with deployment of the solution?
Deployment is very easy and smooth. No hassle at all.
What do I think about the stability of the solution?
Service lever is no issue. Zoho posts a continuously Health Service dashboard and has great performance.
What do I think about the scalability of the solution?
No
How are customer service and technical support?
Customer Service:
5 out of 5
Technical Support:4 out of 5
Which solution did I use previously and why did I switch?
We did previously work with salesforce.com but SF was far too complex according to our needs. We choose Zoho CRM due to workflow capabilities and how we could integrate Zoho CRM with Convert Customer marketing automation.
How was the initial setup?
Zoho works straight out of the box. Easy to start with, easy to customize to our own sales process and workflow. Simple and well functionality when it comes to creating report.
What was our ROI?
Cost / revenue is about 0.75% in 1 year.
What's my experience with pricing, setup cost, and licensing?
Internal labor cost $2000. Running cost $210/month
Which other solutions did I evaluate?
We evaluated SalesForce.com, Sugar CRM, and Zoho CRM.
What other advice do I have?
Evaluate carefully against your own needs, then select a vendor. If needed, team up with a vendor specific specialist;
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Skip Tracer | 10+Years Specializing in Unclaimed Money | Find Unclaimed Money | Finding Heirs at AURFS Pty Ltd trading as Money Catch
Excellent CRM
What is most valuable?
Ability to work out the CRM and customize it, without too much help.
How has it helped my organization?
Complete customer relation management with the ability to add further apps if needed.
What needs improvement?
None
For how long have I used the solution?
7 years
What was my experience with deployment of the solution?
None
What do I think about the stability of the solution?
No
What do I think about the scalability of the solution?
No
How are customer service and technical support?
Customer Service:
As a paid user the wait is usually around 48 hrs, it would be great as a paid user to always be able to have support 24/7. By any methods. 8.5 Star rating
Technical Support:Excellent
Which solution did I use previously and why did I switch?
Salesforce, switched due to their prices was excessive and Zoho CRM was excellent.
Which other solutions did I evaluate?
Yes, Professional - we have tailored the crm to our needs
Disclosure: My company does not have a business relationship with this vendor other than being a customer.

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