# Compare Zoho CRM vs Broadly 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Zoho CRM and Broadly based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/155928-161326/Zoho-CRM-vs-Broadly-Reviews

---

# Zoho CRM vs Broadly Features and Cost Comparison

Last updated May 6th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Zoho CRMBroadly2/4 selected

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.3 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

[Broadly](https://www.capterra.com/p/161326/Broadly-Reviews/)[4.8 (336)](https://www.capterra.com/p/161326/Broadly-Reviews/reviews/)

[## Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.3 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting Price

$14.00/month

Value-for-Money

4.3

Functionality

4.3

Ease of Use

4.2

Customer Service

4.1

Reviews Sentiment

Based on [6,973 reviews](#user-reviews)

Positive

5,938

Neutral

782

Negative

253

[## Broadly](https://www.capterra.com/p/161326/Broadly-Reviews/)[4.8 (336)](https://www.capterra.com/p/161326/Broadly-Reviews/reviews/)

Starting Price

$249.00/month

Value-for-Money

4.6

Functionality

4.7

Ease of Use

4.8

Customer Service

4.7

Reviews Sentiment

RC

CK

Based on [336 reviews](#user-reviews)

Positive

325

Neutral

7

Negative

4

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## Summary

* * *

Key features rated by users

Features selected based on 2,378 reviews from customer experience software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

80%Fit

High performer

Feature ratings

Negative Feedback Management

4.2

Real-Time Reporting

4.3

Surveys & Feedback

4.4

Real-Time Notifications

4.9

Customizable Forms

4.3

\--%Fit

Missing features

Feature ratings

Negative Feedback Management

4.7

Real-Time Reporting

NA

Surveys & Feedback

4.7

Real-Time Notifications

NA

Customizable Forms

NA

User satisfaction

User satisfaction

4.3

User reviews[6,973](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Ease of use

4.2

Functionality

4.3

Value for money

4.3

Customer support

4.1

User satisfaction

4.8

User reviews[336](https://www.capterra.com/p/161326/Broadly-Reviews/reviews/)

Ease of use

4.8

Functionality

4.7

Value for money

4.6

Customer support

4.7

Price starts from

Price starts from

$14Per User, Per Month

-   Free version
-   Free trial

Price starts from

$249Per Month

-   Free version
-   Free trial

Best for

Best for

Zoho CRM can be used by businesses of all sizes. Teams can even build a custom version of Zoho CRM.

Best for

Local businesses. Industries include: Animal Services, Automotive, Business & Professional Services, Construction, Dental & Medical, Home Services, Health & Beauty & Hospitality.

## User reviews

Pros & cons

VR

Verified Reviewer

Project Analyst

> "Zoho CRM made it easy to manage our Sales pipeline by providing a structured view of leads/deals, plentiful integration options, out of the box analytics and a helpful support team."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7107263)

Joseph T.

CEO

> "During that time, Zoho repeatedly threatened service suspension despite being unable to provide a functioning invoice or payment method. When a usable invoice and payment link were finally..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7094111)

RS

Radha S.

Legal Assistant

> "It’s a robust, feature‑rich platform that excels at centralizing customer data, automating workflows, and supporting end‑to‑end CRM processes."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286)

VR

Verified Reviewer

Ceo

> "Zoho CRM's biggest drawbacks are its steep learning curve due to a cluttered interface and inconsistent customer support response times for non-premium users."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7100569)

Harshul S.

Senior. Technical Support Specialist for Network Operations

> "It helps me keep track of leads, follow‑ups and tasks without losing things in emails. Once everything is set up properly it runs smooth and fits into my daily workflow."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7131806)

RS

Radha S.

Legal Assistant

> "In some areas, the user interface also felt a bit less intuitive or cluttered, particularly when navigating between modules or customizing layouts, which could slow things down for new..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286)

RS

Radha S.

Legal Assistant

> "I also appreciated how seamlessly it integrates with other Zoho applications—email, reporting, automation, and analytics—which made managing customer data and follow‑ups much more efficient..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286)

VR

Verified Reviewer

Commercial manager

> "I don't like how it displays the names together.it needs better google integration..its very weak on how it links your mail .i found other crm eadier.more options to not save a mail in crm"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7082808)

VR

Verified Reviewer

Project Analyst

> "Zoho CRM is a solid product with a helpful support team and a strong product roadmap, Zoho CRM is a strong choice for any small business looking to manage their sales activity."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7107263)

AS

AJ S.

CIO - Chief Information Officer

> "Advanced Analytics to get core business intelligence is tricky, Core Metric tracking can be complete pain if embedded system values are over-written with semantics that are friendly to a..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283)

VR

Verified Reviewer

Travel Consultant

> "My overall experience with Zoho CRM has been positive most times, once i set up my page, ZOHO CRM does an amazing job keeping everything organized from leads, contacts, deals and..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7135940)

AS

AJ S.

CIO - Chief Information Officer

> "Customisation - especially for Zoho Books for users moving from Tally - is a very long drawn out and painful process - from a development as well as a psychological perspective."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283)

AS

Alan S.

IT Project Manager

> "It’s highly customizable — you can easily customize modules, fields, layouts, workflows, and dashboards to match business processes."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7001282)

DM

David M.

Technical Support Engineer

> "I do not like that fields and reports require time to be customized; I still use our administrator to make more complicated changes."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7065659)

EW

Evangeline W.

Small Business Owner

> "Zoho CRM offers powerful tool that allows me to manage sales, marketing and customer support procedures in one spot."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7008596)

AS

AJ S.

CIO - Chief Information Officer

> "The CRM system is very difficult to customise - especially if you want a proper view of the business - Sales, Operations, Support, Accounts, Admin."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283)

CC

Connor C.

Data Analyst

> "We are able to design the software to fit our very specific needs, and it can be different for each of our separate teams."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7118584)

RS

Radha S.

Legal Assistant

> "Some areas of the interface can feel a bit dense, which may slow down new users initially."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286)

KK

Krishna K.

Admin

> "Zoho CRM displays a high level of quality marketing automation capabilities, more so on striking a good balance between functionality, customization and affordability."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7000719)

RR

Rasilkrishnan R.

Data analyst

> "It is very hard to create new developments inside zoho with is not default in Zoho"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7136401)

CC

Connor C.

Data Analyst

> "Overall, Zoho fits our needs well and the workflows and custom nature of the CRM are great, but also leads to it being complicated to manage."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7118584)

VR

Verified Reviewer

Marketing Manager

> "The standard reports didn't quite fit what we required and it was difficult to find the relevant fields when creating custom reports."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7012119)

MND

Mamute Nicholas D.

Sales and Marketing Specialist

> "Its proficiency in assessing the effectiveness of marketing campaigns provides performance details, reach and outcomes that helps us understand the impact of our campaigns on target..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6777466)

Joseph T.

CEO

> "This occurred despite Zoho being fully aware that the delay was caused entirely by its own billing failures."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7094111)

AS

Abhishek S.

Ops Manager

> "Two things I liked the most about Zoho CRM is the AI powered Sales Assistant Zia which has helped me analyze quicker and second the way I was able to Analyze and find a pattern on my..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6656933)

VR

Verified Reviewer

Travel Consultant

> "That being said, it's not perfect, in the early startup, it was a bit frustrating and every now and then, the platform looked a bit clustered."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7135940)

MRUR

MD RIAJ UDDIN R.

Marketing Manager

> "Its deal pipeline feature helps streamline lead management by organizing them according to their stages, making it easier to track progress and close deals efficiently."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6548669)

AM

Andrea M.

Academic Director

> "What’s worse, after simply requesting a demo, I was relentlessly bombarded with calls—up to 10 times a day, starting as early as 7 a.m. While I understand the intention is to offer support,..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6810176)

FH

Firas H.

Manager information systems

> "The platform's customizability and integration capabilities make it a robust choice for businesses looking to streamline their customer relationship management. While there are areas that..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6381114)

MS

Mallory S.

Clinical Operations Manager

> "I do not always love the lay out, sometimes it is not super intuitive, especially if you are not in it on a daily basis."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7114287)

EJ

Emily J.

Sales Manager

> "I used it to manage a pipeline of more than 100 prospects and the real-time analytics allowed me to recognize opportunities and close deals quicker."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6745866)

VR

Verified Reviewer

HR and Admin Manager

> "According to me the only con is - Content management limitations - Data import and data export limitations only."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7003720)

GC

GODWILL C.

Customer Care Representative

> "The ability to tailor the platform to specific business needs, such as automating workflows and creating custom reports, made it very efficient."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#GetApp___6465304)

PB

Philip B.

Operations Manager

> "Impossible to get a timely or logical response to an obvious problem caused by Zoho."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7131331)

Arpit P.

IT Consultant

> "The platform allows you to customize modules, workflows, and dashboards to place with specific business needs which makes it highly adaptable."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6558299)

VR

Verified Reviewer

Recruitment Specialist

> "They keep re-inventing the wheel without making sure they have their products solid, this has resulted in a proverbial "dogs breakfast" of apps that don't relate properly rendering ZOHO..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#GetApp___6389890)

MND

Mamute Nicholas D.

Sales and Marketing Specialist

> "Additionally , it is flexible and offers customization options to fit into our workflow and has allowed us to tailor it to our unique needs and requirements."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6777466)

PS

Peter S.

Director

> "Not keen on having to visit separate window for each module."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7096821)

Hemant A.

Data Analyst

> "Also a thing that i like about zoho is that it integrates seamlessly with a wide range of third-party applications which allows us to connect various systems and helps in enhancing overall..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6429716)

DJL

David J. L.

Creative Production Manager

> "The mobile app is slightly clunky compared with the desktop web interface, especially when updating project notes on the fly."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6800187)

MS

Mallory S.

Clinical Operations Manager

> "I like the various features within to help keep the team organized and easily locate our client's information."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7114287)

NP

Narender P.

Pre-sales consultant

> "All is good, but scheduling a reminder calls sometimes i get frustrated because when we done the calls everytime they ask how much the duration of calls like they ask minutes or seconds..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6595893)

Jamie Morgan W.

Sales Associate

> "Zoho CRM offers very reliable customer engagement tools that has helped us to streamline our interactions with customers and close sales deals quickly."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6754697)

SS

Shenella S.

Business Development Executive

> "The system tends to lag at times."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7099824)

VR

Verified Reviewer

Business Analyst

> "I liked the dashboard analytics and AI features in the Zoho CRM, almost all the things have been automated by this crm software which are necessary to run your business and the solution..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6599377)

KO

Katie O.

Admin Assistant

> "I could never get the appointment also known as "meetings" on the CRM to link to the Zoho Calendar."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6848682)

VR

Verified Reviewer

Owner

> "I particularly like the automation abilities in the entire the sales process, including sending emails, following up with leads, and updating fields."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6490581)

VR

Verified Reviewer

Executive Assistant

> "Many users report that Zoho CRM's customer support can be slow and unresponsive, making it frustrating to resolve critical issues or seek assistance."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6618626)

GC

GODWILL C.

Customer Care Representative

> "The platform offered a wide range of features that were essential for managing customer relationships, tracking sales, and improving workflow efficiency."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#GetApp___6465304)

VR

Verified Reviewer

VP of Marketing

> "Zoho CRM feels clunky and overly complex for daily email marketing use."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6846480)

AMM

Asan Mohammed M.

STRUCTURE DESIGN

> "Zoho CRM is user-friendly and versatile,affordable and accessible to businesses of all sizes,and offers multiple editions with different pricing plans,has improved their lead management and..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6617394)

MK

Megan K.

Senior Marketing Manager

> "I came from HubSpot so maybe I have been spoilt but I’ve found the transition to Zoho difficult and cumbersome - it doesn’t have the built in basic functionality that HubSpot has and I’ve..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6739858)

Junko O.

Business Consultant

> "We implemented Zoho CRM in our company six months ago and it has been a remarkable transformation in our customer relationship management. Since incorporating sales automation, we have seen..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6581301)

OA

Okan A.

Director

> "One of them accepted to honor refund as per their terms and condition within 30 days, and then wasted 3 weeks to response only to be told it is passed the 30 days."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6564315)

AS

AJ S.

CIO - Chief Information Officer

> "It's been a 3+ year journey with Zoho. If the Zoho ecosystem had been a bit better thought-out with easy customisations the journey shouldn't have taken more than 1 year. If you are looking..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283)

EH

Erin H.

Office Manager

> "There were frequent connectivity issues where employees we unable to access app."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6878372)

VR

Verified Reviewer

Care Nvaigator

> "TechRadar notes that it's “very easy to use,” with handy features like social media and LinkedIn contact capture, business card scanning, automated workflows, pipeline management, and..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6873911)

TW

Toshia W.

Owner

> "The mobile app can feel clunky, and support response times can be slow, which can be frustrating when you need quick help."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6547855)

Jamie Morgan W.

Sales Associate

> "Zoho CRM has customer segmentation functions which help us to offer our customers with personalized services based on their preferences."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6754697)

DA

Dana A.

Managing Partner

> "I try to strip out the clutter to keep it user-friendly, but their limits on customization make that difficult—and that’s frustrating when I just want simplicity.""

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6797825)

MND

Mamute Nicholas D.

Sales and Marketing Specialist

> "We are reaping tons of benefits ranging from streamlined sales and marketing processes, improved customer relationships and retention to enhanced business performance."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6777466)

OP

Orla P.

Head of Sales

> "However, its steep learning curve and occasional performance issues can create initial challenges for new users, particularly those without prior CRM experience."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6564281)

MW

Mark W.

Owner

> "I like how I can sign and avoid paying for extra features on my other current platforms."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7076431)

NP

Nikita P.

IT-Developer

> "The mobile app also lacks some key desktop features."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6837200)

Junko O.

Business Consultant

> "With a wide range of features and functionalities, this system suits the needs of small and large businesses, allowing full control over the customer lifecycle."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6581301)

DG

David G.

Head of Commercial Growth and Partnerships

> "The sheer number of options can sometimes be excessive, leading to features going unused or confusing users who don’t need advanced capabilities."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6584703)

TW

Toshia W.

Owner

> "The automation features save me so much time, and I can customize it to fit my business perfectly. Plus, it’s budget-friendly, which is a huge plus for me as a small business owner!"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6547855)

AS

Abhishek S.

Ops Manager

> "I was not able to perform a lot of customization probably because I have not explored all the customizations that is possible."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6656933)

MT

Morton T.

CEO

> "Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6409318)

FR

Farheen R.

Senior Manager- New Business

> "The reminders that we set only appears as web-based push notifications and I often tends to lose it."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6663851)

MT

Morton T.

CEO

> "Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6409318)

AMM

Asan Mohammed M.

STRUCTURE DESIGN

> "Zoho CRM requires extensive customization to be usable,CRM has technical limitations, such as:"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6617394)

NP

Nikita P.

IT-Developer

> "Workflow automation, email integration, and the intuitive Kanban view save us hours each week."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6837200)

OA

Okan A.

Director

> "Dishonest people, They just wasted time tool 3 weeks to respond and than told me it was passed due. if it wasn't upfront 1 year payment i would move my company, i will probably move to..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6564315)

Harshul S.

Senior. Technical Support Specialist for Network Operations

> "What I like most about Zoho CRM is how easy it is to track contacts and deals in one place."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7131806)

PG

Praveen G.

Assistant manager

> "While Zoho CRM integrates with many tools, setting up and maintaining these integrations can sometimes be tricky or unreliable"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6582098)

Hemant A.

Data Analyst

> "Zoho CRM provides a comprehensive and flexible customer relationship management solution that has significantly streamlined my business process."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6429716)

DD

Danielle D.

Inside Sales

> "At times emails won't go through and the space isn't large enough to send multiple files."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6427458)

ST

Samreen T.

Director

> "Without needing a significant investment, it has improved team productivity and streamlined our sales process."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7130572)

VR

Verified Reviewer

Care Nvaigator

> "There are major limitations in what you can do / access / change"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6873911)

[View Reviews](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

RC

Robert C.

President

> "We set high response rate goals for our team which drives increased feedback from our customers and in turn allows us to..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4147005)

PG

Pat G.

owner

> "I ask them to call me - no call- finally after I have tried cancelling for the 10th time they call me.."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___6812548)

CK

Carmella K.

Office Manager

> "I love being able to respond to customers directly, book appointments, send review notifications and respond to reviews,..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4083779)

Kelly Michael S.

Marketing Manager

> "You cannot build advanced conversation bots using their web chat, it's just a simple response and then manual follow up."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4152117)

JS

Jud S.

President

> "Broadly has done a good job automating our review request process, helping us increase our Google star rating and interact..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4082558)

KH

Kristen H.

Admin. & A/R Manager

> "I do not like that I am not able to send invoices or connect my payment processing up through BROADLY. "

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4705541)

MP

Michael P.

Owner

> "Texting in real time with clients is really helpful and being able to easily send a request for a review when they agree..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4082535)

JW

Joleene W.

Owner

> "The only thing I don’t care for is , the inability to turn off a request for a review if they have already provided one."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4150850)

HD

Heather D.

Office manager

> "The most things I like about Broadly is being able to send our review templates out to all of customers, and confirm..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4681164)

DH

David H.

Business Owner

> "We mainly use it for customer communication and reviews so we are not using it to its full potential."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4125125)

CR

Christi R.

Owner

> "The way it seamlessly integrated with our software with critical, and also the fact that we can use it to message with our..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4681176)

EA

Elyssa A.

Director of Operations

> "You cannot turn off text messaging replies for clients to not write back after a review."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4145526)

CW

Courtney W.

Office Manager

> "Broadly helps the office free up time by automating the smaller tasks and making it easy for us to review our Google..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4170925)

CS

Clay S.

Owner

> "The automated follow ups are annoying to clients and cannot be turned off without manually doing so for every client. "

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4705182)

SR

Shawna R.

HR Manager

> "I like that this software can automatically send out the review requests and catch negative experiences, so they can be..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4083402)

RI

Rick I.

Owner

> "hard to use the lead screen - Slow responding and hard to look up names and you end up with doubles all the time"

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4085294)

CC

Carol C.

Office Manager

> "Our patients get the requests and a few reminders (the perfect amount not to few and not to many) and we gain insight..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4130549)

KD

Kelsey D.

Manager

> "Some issues with attaching pictures to messages while using the app."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4083681)

JS

Jennifer S.

General Manager

> "The product itself has allowed for honest communication with out customers so we can look at both where we excel and need..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4705186)

JK

Jesica K.

VP

> "That the software is not integrated and I have to send details/contact info monthly"

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4170286)

GO

Gertie O.

CEO

> "Broadly easily integrated with our other platforms, allowing for a seamless request of reviews from ALL customers."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4082913)

KH

Kat H.

Marketing Coordinator

> "Honestly, this is more of a user issue, but I don't like when we get sales messages or obvious questions in the live chat..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4151397)

KD

Kelsey D.

Manager

> "This allows us to have conversations with our customers quickly before and after hours in cases of emergency."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4083681)

TP

Todd P.

Owner

> "I am unable to add a picture to the blast email function."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4145414)

AA

Andrew A.

Service and Sales Manager

> "It is non-threatening to customers because we can still personalize review generation and communication, and it is easy..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4146844)

IZ

Isaac Z.

Manager

> "However, the number of bad reviews that we could have received if this software wasn't in place would have cost us more in..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4082585)

EC

Eric C.

CEO

> "Great experiecce and the #1 Platform for capturing our Veterans home buying/selling experiences. "

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4126447)

BR

Brielle R.

Admin/ Reception

> "I don't love that I don't get follow up messages on my email, sometimes I forget to respond."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4681224)

KH

Kat H.

Marketing Coordinator

> "As a business that gets the majority of our clients from word of mouth advertising, this is essential to maintaining our..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4151397)

AB

Amber B.

Marketing Director

> "Also, it's not possible to delete past employees from reports."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4681671)

KH

Kat H.

Marketing Coordinator

> "I love that the software gives us the option to intervene when a client is dissatisfied before they leave a public review."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4151397)

TR

Tegan R.

Attorney

> "costs too much for the limited features we use it for."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4127723)

AM

Alvin M.

Service manager/lead technician

> "The way broadly is on our computers and phones keeps our small team linked with h each other and our customers. "

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4681876)

VR

Valheriee R.

President

> "Sometimes there are duplicate requests but nothing that harms my business."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4151071)

KH

Kristen H.

Admin. & A/R Manager

> "I also like that BROADLY integrates with my Pest Control Scheduling/Billing software program."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4705541)

GP

Gregg P.

Marketing Specialist

> "Some of the new review filter features an not to my liking."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4140300)

SK

Sheryl K.

Owner/Administrator

> "I love how many great reviews broadly has helped us capture to boost our ratings in the eyes of our existing and potential..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4092337)

JS

Jud S.

President

> "It does not integrate with our particular CRM as well as we would like."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4082558)

KD

Kelsey D.

Manager

> "We enjoy being able to quickly respond to customer questions as well as see their reviews, good and bad."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4083681)

TR

Tegan R.

Attorney

> "We were not able to use the payment function. "

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4127723)

ZG

Zhané G.

Marketing Director

> "Broadly did a great job at managing our company's reviews and letting our internal team know how customer's viewed our..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4191601)

RB

Rob B.

Business Development Manager

> "I do not like its functionality and how "clunky" it feels."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4084172)

AS

Amanda S.

assistant manager

> "I like having the ability to text customers if they need assistance and for marketing"

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4693578)

NW

Nicole W.

Office Assistant

> "If customers don't utilize another source for their review..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4152858)

PC

Paul C.

president

> "people often only use google for reviews, as we strive for excellence our total reviews are almost at a full 5 stars. "

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4681604)

AM

Alvin M.

Service manager/lead technician

> "Always requires updates and doesn’t always work properly. "

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4681876)

CK

Carmella K.

Office Manager

> "It's been a tremendous help to our company in getting new customers, as well as, building our reviews on Google."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4083779)

EF

Erin F.

CEO

> "There are not any features I would like to see edited at this time"

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4082548)

KH

Kristen H.

Admin. & A/R Manager

> "It is really simple to navigate the BROADLY portal, and the customers seem to enjoy being able to reply via text message;..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4705541)

VH

Victor H.

President

> "It is hard to get in touch with customer service."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4126628)

KR

Katie R.

Owner

> "I feel like I can really manage guest feedback and satisfaction in real time with this product and I will continue to use..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4083584)

AA

Andrew A.

Service and Sales Manager

> "Our experience with the customer service of Broadly has been mixed."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4146844)

CK

Chris K.

Spa Service Manager

> "Also allows another way to contact customers and stay up to date with their needs."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4146938)

SK

Sheryl K.

Owner/Administrator

> "I would rather pick up the phone and it seems I can only email."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4092337)

CC

Clay C.

Professional Home Inspector

> "It is important to let a client know that you’ve read their review and appreciate it. While I should certainly do that..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4705276)

CS

Chuck S.

GM

> "Difficult to reach phone support."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4681284)

RC

Robert C.

President

> "We use Broadly to measure our effectiveness when it comes to creating an exceptional customer experience. "

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4147005)

MP

Michael P.

Owner

> "It's kind of pricey. "

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4082535)

MS

Mary S.

Sales Consultant & Marketing Director

> "It has helped raise our google reviews and ultimately help new clients find us online."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4691407)

CP

Cindy P.

Owner

> "The fact that we have so many issues with the features."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4125473)

LD

Laci D.

Manager

> "Broadly also ended up having additional features that were we not anticipating using but ended up being wonderful..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4145178)

PY

Petya Y.

Office Manager

> "Not applicable."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___3763971)

RW

Rhonda W.

Owner

> "It has helped our customers communicate with us and has made a very huge difference in our online reviews."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4131220)

MF

Michael F.

Owner

> "Lack of support after signing on.........."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4125359)

LS

Lauren S.

Marketing Director

> "Broadly makes it incredibly easy to review, respond and manage all customer communications in one app."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4089249)

MH

Melissa H.

Administrative Assistant

> "I do not have anything to add in this spot."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4170169)

SW

Samantha W.

Office Supervisor

> "We had a minor issue with integration but Broadly was on top of getting a resolution and made sure to keep up with it till..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4683419)

HS

Hailey S.

Founder

> "I told them if they refused to refund me for the months that I didn't use their service I would be disputing the charge..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___2404065)

JS

Julianna S.

Head of Marketing

> "Convenient reports both for each location separately and for the entire business"

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4129466)

HS

Hailey S.

Founder

> "I widely promoted this software with peers and consulting clients in the service industry until this experience, which is..."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___2404065)

SC

Skyler C.

Residential Account Manager

> "Broadly makes it easier for our company to gain new leads and keep a constant contact with them."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___4711812)

HS

Hailey S.

Founder

> "I just had a 2 week battle with Broadly over their billing during the COVID crisis."

[See full review](https://www.capterra.com/p/161326/Broadly-Reviews/#Capterra___2404065)

[View Reviews](https://www.capterra.com/p/161326/Broadly-Reviews/reviews/)

## User interface

4.31 (6,973)

[Broadly](https://www.capterra.com/p/161326/Broadly-Reviews/)

4.78 (336)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

Zoho CRM

Top features

38/41

-   Access Controls/Permissions
-   AI Copilot
-   Alerts/Notifications
-   API
-   Collaboration Tools
-   CRM
-   Customer Journey Mapping
-   Customer Segmentation
-   Customizable Branding
-   Customizable Fields
-   Customizable Forms
-   Customizable Reports
-   Customizable Templates
-   Dashboard
-   Data Visualization
-   Drag & Drop
-   Email Management
-   Engagement Tracking
-   Feedback Management
-   Generative AI
-   Knowledge Management
-   Multi-Channel Communication
-   Multi-Channel Data Collection
-   Multi-Language
-   Negative Feedback Management
-   NPS Survey Structure
-   Predictive Analytics
-   Real-Time Analytics
-   Real-Time Notifications
-   Real-Time Reporting
-   Reporting/Analytics
-   Sentiment Analysis
-   Social Media Integration
-   Survey/Poll Management
-   Surveys & Feedback
-   Tagging
-   Text Analysis
-   Third-Party Integrations
-   Trend Analysis
-   Visual Analytics
-   Workflow Management

[See all features](https://www.capterra.com/p/155928/Zoho-CRM/#features)

Broadly

14/41

-   Access Controls/Permissions
-   AI Copilot
-   Alerts/Notifications
-   API
-   Collaboration Tools
-   CRM
-   Customer Journey Mapping
-   Customer Segmentation
-   Customizable Branding
-   Customizable Fields
-   Customizable Forms
-   Customizable Reports
-   Customizable Templates
-   Dashboard
-   Data Visualization
-   Drag & Drop
-   Email Management
-   Engagement Tracking
-   Feedback Management
-   Generative AI
-   Knowledge Management
-   Multi-Channel Communication
-   Multi-Channel Data Collection
-   Multi-Language
-   Negative Feedback Management
-   NPS Survey Structure
-   Predictive Analytics
-   Real-Time Analytics
-   Real-Time Notifications
-   Real-Time Reporting
-   Reporting/Analytics
-   Sentiment Analysis
-   Social Media Integration
-   Survey/Poll Management
-   Surveys & Feedback
-   Tagging
-   Text Analysis
-   Third-Party Integrations
-   Trend Analysis
-   Visual Analytics
-   Workflow Management

[See all features](https://www.capterra.com/p/161326/Broadly-Reviews/#features)

### Recognition

Zoho CRM is recognized as a top-rated tool in 5 Capterra Shortlist reports

Broadly is recognized as a top-rated tool in 3 Capterra Shortlist reports

### Deployment & support

Zoho CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Broadly

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Zoho CRM

-   By Zoho
-   Located in United States
-   Founded in 1996

Broadly

-   By Broadly
-   Located in United States
-   Founded in

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4.3

Features

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Ease of Use

4.8

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Contact vendor for pricing

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4.5

[View full comparison](https://www.capterra.com/compare/141842-161326/Weave-vs-Broadly-Reviews)

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

vs

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,051)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

$14/month

Price

$19/month

4.3

Features

4.3

4.2

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/132666-155928/Pipedrive-vs-Zoho-CRM)

[Broadly](https://www.capterra.com/p/161326/Broadly-Reviews/)[4.78 (336)](https://www.capterra.com/p/161326/Broadly-Reviews/reviews/)

vs

[Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)[4.67 (2,886)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

$249/month

Price

$39/month

4.7

Features

4.6

4.8

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/158456-161326/JotForm-4-0-vs-Broadly-Reviews)

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

vs

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

$14/month

Price

$14.99/month

4.3

Features

4.6

4.2

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/155928-178819/Zoho-CRM-vs-EngageBay-Marketing)

[Broadly](https://www.capterra.com/p/161326/Broadly-Reviews/)[4.78 (336)](https://www.capterra.com/p/161326/Broadly-Reviews/reviews/)

vs

[Birdeye](https://www.capterra.com/p/152997/BirdEye/)[4.68 (704)](https://www.capterra.com/p/152997/BirdEye/reviews/)

$249/month

Price

Contact vendor for pricing

4.7

Features

4.6

4.8

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/152997-161326/BirdEye-vs-Broadly-Reviews)