--- title: "Zoho CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Zoho CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/155928/Zoho-CRM/" page_type: "product" language: "en" --- # Zoho CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Zoho CRM ## What is Zoho CRM? Zoho CRM empowers businesses of all sizes with a 360º customer relationship lifecycle management solution. Key features include lead management, contact management, sales funnels, pipeline management, workflow automation, AI-powered sales assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrate with 1000+ popular business apps in a single business system. ## What is Zoho CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Lead Management](https://www.capterra.com/lead-management-software/) Recognitions Shortlist Overall rating Based on 6,992 user reviews Reviews sentiment Positive 85% Neutral 11% Negative 4% Pros & cons Integrated sales process automation Centralized client relationship management Frequent bugs and reliability concerns Starting price $14 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... - CRM / 2026 - Sales Enablement / 2026 - Construction CRM / 2025 - Contact Management / 2025 - Customer Engagement / 2025 - Lead Generation / 2025 - Lead Management / 2025 - Nonprofit CRM / 2025 - Real Estate CRM / 2025 - Sales Force Automation / 2025 - Sales Forecasting / 2025 - Sales Tracking / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Zoho CRM alternatives Highest Rated [4.7 (742)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.4 (18,803)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.5 (4,480)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.2 (1,321)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/155928/Zoho-CRM/alternatives/) ## FAQs about Zoho CRM Overview ### What problems does Zoho CRM solve? Zoho CRM solves scattered lead and customer data, missed follow-ups, weak pipeline visibility, and manual sales admin by centralizing contacts, notes, calls, reminders, and reporting in one system. Sales teams, account managers, marketers, field reps, and small businesses use it to qualify leads faster, track deals accurately, and coordinate work across office and mobile. Answer based on 2298 reviews Overview ### Which roles and teams benefit most from Zoho CRM? Zoho CRM is most used by business owners, founders, and executives who need visibility into pipeline performance, customer relationships, and team activity. Sales, account, and business development teams use it to track leads and deals, while marketing and operations managers rely on it for campaign coordination, process automation, and reporting. Answer based on 6565 reviews Overview ### What company size and industries is Zoho CRM built for? Zoho CRM is built for small businesses first, with 83% of reviewers from that segment, and it is most common in Information Technology and Services at 11%. It also serves midsize businesses at 9% and enterprises at 8%, with additional concentration in Marketing and Advertising at 9% and Computer Software at 8%. Answer based on 6983 reviews Features and Usability ### What are the key features of Zoho CRM? Zoho CRM includes core sales features like lead management, contact management, deal tracking, and sales pipeline management. Differentiating capabilities include workflow automation, email management with templates and tracking, customizable fields and layouts, reporting dashboards, mobile access, and third-party integrations for marketing, accounting, and support workflows. Answer based on 1673 reviews Pricing ### How much does it cost and what fees or limitations are included? Zoho CRM starts at $14/user/month with Standard, followed by Professional at 23, Enterprise at 40, and Ultimate at 52; a free plan supports up to three users, plus a free trial. Reviewers often call pricing affordable, but note free and lower tiers have feature limits, with some advanced tools only on higher plans. Answer based on 1673 reviews Integrations ### Which third-party tools and platforms does Zoho CRM integrate with? Zoho CRM integrates with Gmail, Microsoft Outlook, Microsoft Excel, Mailchimp, Zapier, and WhatsApp, with additional connections for Google Ads and WordPress. It also supports more than 70 integrations overall, including Google Drive, Google Calendar, Dropbox, Box, DocuSign, and HubSpot CRM across email, marketing, documents, and productivity. Answer based on 1233 reviews Getting Started and Support ### How easy is it to onboard and train a team on Zoho CRM? Zoho CRM offers in-person training, live online sessions, webinars, videos, and documentation. Sales teams and tech-savvy users often get productive quickly with the core CRM, while beginners, admins, and teams needing heavy customization or integrations usually need more time, guided setup, and training to handle advanced features confidently. Answer based on 636 reviews Getting Started and Support ### What customer support options does Zoho CRM offer, and how do users rate the experience? Zoho CRM offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live rep, and chat. Users describe support as mixed: some report prompt, helpful guidance and effective issue resolution, while others cite slow response times, inconsistent answers, long holds, and difficulty getting timely help for urgent or complex problems. Answer based on 1451 reviews Security ### How does Zoho CRM handle data security and access control? Zoho CRM uses role-based permissions, streamlined access controls, encryption, audit logs, IP restrictions, and two-factor or multi-factor authentication to protect customer data. Reviewers also mention secure cloud storage, password protection, and timestamped records. Some note setup can be complex, with occasional concerns about cloud reliance, limited permissions, and authentication friction. Answer based on 138 reviews ## Who uses Zoho CRM? Based on Capterra reviews from the past year Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Integrated sales process automation 91% positive reviews out of 570 Most reviewers find sales management streamlines workflows, automates tasks, and provides valuable analytics for managing pipelines and boosting conversions. Anonymous User Project Analyst, 51 - 200 employees. "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." Frequent bugs and reliability concerns 75% negative reviews out of 473 Most users comment bugs and issues cause slowdowns, crashes, syncing problems, and inconsistent performance, impacting daily operations and productivity. Ilhan Can O. Senior Associate, 11 - 50 employees. "Sometimes we experience minor errors/glitches; e.g. search bar (does not directly go to the page when you click on the search result) and new customer profile is not saved (eventhough when you save the new customer profile, somehow it is not saved and as if you did not create a new customer). " Centralized client relationship management 91% positive reviews out of 296 Most users report client management allows easy organization, communication, and access to detailed client information, improving service quality. Mallory S. Clinical Operations Manager, 11 - 50 employees. "I like the various features within to help keep the team organized and easily locate our client's information." Comprehensive activity and data tracking 93% positive reviews out of 285 Most reviewers describe tracking as highly versatile, enabling efficient monitoring of clients, sales, tasks, and communications in one place. Harshul S. Senior. Technical Support Specialist for Network Operations, 10,001+ employees. "What I like most about Zoho CRM is how easy it is to track contacts and deals in one place." ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) Zoho CRM supports all three of the features reviewers value most: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales process, and manage new prospects more effectively, allowing teams to improve follow-up, maintain visibility into opportunities, and support more consistent sales performance. Contact Management 4.4 (1,223) 56.50% of 1223 reviewers that rated this feature as important or highly important It gives you a centralized, customizable way to manage all customer details, interactions, and files. Reviewers appreciate seamless integrations with Office 365 and social media, easy data import/export, and the ability to track every contact’s history and communication. Sales Pipeline Management 4.3 (854) 56.21% of 854 reviewers that rated this feature as important or highly important With this capability, you can visually track deals through each sales stage and forecast revenue. Reviewers indicate the drag-and-drop interface, automation, and customizable pipeline views help teams organize, prioritize, and optimize sales activities efficiently. Lead Management 4.4 (1,191) 53.90% of 1191 reviewers that rated this feature as important or highly important This capability lets you capture, track, and nurture leads from multiple sources in one dashboard. Users think the automation, lead scoring, and visual workflows help prioritize leads, improve conversion rates, and ensure no opportunities are missed. Task Management 4.4 (387) 52.97% of 387 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Data Import/Export 4.3 (363) 58.95% of 363 reviewers that rated this feature as important or highly important Import and export data to and from software applications Reporting/Analytics 4.3 (627) 49.44% of 627 reviewers that rated this feature as important or highly important Zoho CRM offers customizable reports, visual dashboards, and forecasting tools. Reviewers appreciate the flexibility, ease of use, and real-time insights for decision-making, though some mention occasional issues with automation and missing data in reports. Zoho CRM 211 features Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Software program that continuously adjusts its behavior based on observed data System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Manage assets throughout their lifecycle to optimize profit Tickets are automatically assigned to specific agents based on predefined rules Create budgets based on historical data and future projections Capture contact information by scanning a physical item and having the system automatically extract data from the scan Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Define and maintain business rules that determine workflow capabilities and criteria Track all information required to develop and sell lots in housing projects Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Group campaigns by project, client, or campaign for better management. Manage various distribution channels, build relations with channel partners, and track their performance Communicate using direct chat or messages within the system AI-based platform which conducts a conversation via auditory or textual methods Identify customers at risk of migration and activate strategies to retain them Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track all company interactions with current clients Match clients or tenants with suitable properties based on their specific requirements, preferences and budget Provides a channel for team members to share AI models, media files, communicate, and work together Leave comments and notes on documents for others to view Manage and track all internal and external communication conducted via calls, email, text, or chat Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. It gives you a centralized, customizable way to manage all customer details, interactions, and files. Reviewers appreciate seamless integrations with Office 365 and social media, easy data import/export, and the ability to track every contact’s history and communication. Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Track, store, and access client contracts or licenses Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads With Zoho CRM, you can centralize customer data, automate tasks, and integrate with tools like Slack, Zoom, and Mailchimp. Reviewers appreciate its user-friendly design, customizable workflows, and ability to streamline sales, marketing, and support for better customer relationships. A report showing what actions customers perform A collection of customer information such as contact details, demographics, previous interactions, etc. Initiate interactions with customers by proactively starting conversations or providing informational content Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Access previous interactions or concerns to maintain customer relationships Visualize and analyze customer experience across all touchpoints and channels Process of dividing customers into groups based on common characteristics Track customers' activities across social networks and maintain details about their demographics, preferences & more Provide online support for your customers through live chat or help desk functionality Tool to send questionnaires to customers to gauge feedback Add customized logos and colors to align with company branding Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards The process of entering information or updating records in a computer system or database Import and export data to and from software applications Protect sensitive data for digital privacy Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Graphical representation of data Defines specific deal parameters to negotiate and secure deals Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Tracks metrics that provide insight into how a user interacts with any interface or product Estimate expected cost based on various factors before a project begins Predefined actions automatically performed on the occurance of specific events Monitor and record expenses such as purchases or charges incurred Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Manage or track sales completed by field teams/employees Public or private sharing of digital files such as documents, audio/video, images, and more Primarily serving architecture, engineering, and construction industry professionals Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Software designed for the healthcare industry Intended to be used by insurers Operate/access software on iPad Devices Operate/access software on Mac Devices Software specialized for non-profit organizations For realtors, real estate investors, property managers, and other real estate professionals. Caters to sales teams Designed for small businesses Primarily serving startup companies Form predictions based on past and present data/trends Games or game-like elements to track progress and reward accomplishments Use AI to generate content in the form of text, images, videos, etc. Allows employees to set and manage work or career related goals Establish measurable goals and objectives and track their progress over a specific period of time Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Managing service requests, incidents, IT issues & support with a ticketing system Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Create landing pages or online forms designed to capture new leads and prospects Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Manage the process of attracting and converting business prospects into leads This capability lets you capture, track, and nurture leads from multiple sources in one dashboard. Users think the automation, lead scoring, and visual workflows help prioritize leads, improve conversion rates, and ensure no opportunities are missed. Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Divide leads into buckets based on predefined criteria and routing rules Ability to chat online in real time Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases Automate workflows and trigger campaigns based on customer actions See past and upcoming campaigns and communications in a calendar view Manage the process of planning and scheduling meetings, including agenda creation Access software remotely via mobile devices Access the system via a mobile application Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Observe and track the demand, usage, progress or quality of a system, product, or user Manage multiple campaigns in one system Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Collect information from multiple sources Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Manage and handle various international currencies Manage and support multiple languages Create many versions of emails, forms, or actions and gauge which is most effective Identify, track, and respond to negative feedback Drag and drop/visual interfaces that allow non-tech users to build without writing code Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Track all opportunities for potential sales and convert them into recurring revenue Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Predict future data based on historical data sets Arrange tasks based on the level of priority or urgency Present a catalog of inventory that customers can view Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Monitor the progress of projects from start to finish Estimate or forecast of a future scenario based on the study of present trends Create proposals based on costs of labor and materials Tools designed to streamline the process of lead generation and management for sales teams Plan target quotas that sales representatives are expected to meet within a specific period. Generate quotes or estimates for customers Analyze and gain insights into data in real-time Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Access work applications remotely, for when working away from the office and/or traveling Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Zoho CRM offers customizable reports, visual dashboards, and forecasting tools. Reviewers appreciate the flexibility, ease of use, and real-time insights for decision-making, though some mention occasional issues with automation and missing data in reports. Strategize and implement rewards for returning customers, employees and other members Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Set & manage permission levels based on user roles and restrict access to only authorized individuals Define, track, and/or automate sales activities and sales processes Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) Ensure that quotes/invoices are correct before sending to customers Automate processes to manage leads, contacts, opportunities and sales activities Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. With this capability, you can visually track deals through each sales stage and forecast revenue. Reviewers indicate the drag-and-drop interface, automation, and customizable pipeline views help teams organize, prioritize, and optimize sales activities efficiently. Define sales targets and create strategies to meet goals or marketing results Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Plan availability and assign specific time slots for tasks and resources Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. Track visibility and traffic from search engines Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Set and monitor service level agreements to ensure timely response and resolution Manage campaigns and track engagement for marketing efforts across social media channels Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Track activity on sites such as Facebook, Twitter, Instagram, etc. Market event via social media tools Apply statistical/mathematical models to sets of data Create and administer polls and surveys Gauge satisfaction and receive information for improvement and success Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Organize customer data and accounts by user or geography Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc Addition of necessary external data, applications, tools, or features Set up connections to third-party platforms to improve business processes Track employee/learner's progression through training programs Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Review data from past periods to reveal recurring tendencies and predict future performance Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Interact with data visualization elements, such as charts and graphs, to drill down into data Track the duration and expiration of warranty as well as any obligations under that warranty Web form that allows users to enter data that is sent and processed for different reasons SaaS, web-based, online deployment Seamlessly integrates with 3rd party websites Monitor activity of individuals who visit your website using cookies An extended application or connector that enables users to perform additional services with their current set of tools Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.3 (6,447) 4.3 Based on 6,447 reviews ## Pricing Value for money 4.3 (5403) Free Trial [View pricing plan details](https://www.capterra.com/p/155928/Zoho-CRM/pricing/) Standard $14.00 Per User,Per Month It includes: - Accounts - Folder Sharing - Follow-up Rules - Free Data Backup - Free Storage/Org - Free Storage/User License - GDPR Compliance - Google Analytics - Google Drive - Gotomeeting Professional $23.00 Per User,Per Month It includes: - Active Blueprints - CRM Views - Custom Dashboards - Custom Fields - Email Insights - Email Notifications Enterprise $40.00 Per User,Per Month It includes: - Allowed Ips - Amazon Connect - Analytics - Enhancements in Anomaly Component With Notifications in Zia - Anomaly Detectors - API - Approval Process - Assignment Rules - Connections - Contacts Ultimate $52.00 Per User,Per Month It includes: - Attach Documents - Attach Files to Feeds - Audit Logs - Automated Lead Generation From Social Media - Auto-Responders - BCC Dropbox for Email - Business Operations - Amazon Seller Central - Calendar - Calendar Booking - Call Log Value for money 4.3 (5,403) 4.3 Based on 5,403 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) 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. ## Support, customer service and training options Customer Service 4.1 (5283) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (5,283) 4.1 Based on 5,283 reviews ## User reviews Overall rating 4.3 Based on 6,992 reviews Filter by rating 5(3569) 4(2383) 3(784) 2(171) 1(85) Mentioned topic Sorted by most recent AN Anonymous User Article Assistant Accounting ### "All-in-One Powerhouse with a Slight Learning Curve" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 August 16, 2026 Zoho CRM is a robust, reliable workhorse for growing businesses. While the initial setup requires patience, the efficiency gains and feature depth make it well worth the effort. Pros It’s incredibly customizable and offers massive value for money. The automation options, workflow rules, and seamless integration with other tools make managing leads and sales pipelines effortless once set up. Cons The interface can feel cluttered and overwhelming at first. Getting advanced automation or custom analytics right takes time, and customer support can sometimes be slow to resolve complex issues. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AC Andy C. Sales Director Sporting Goods ### "It's a decent CRM for tracking deals, though the mobile app is pretty clunky." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 August 16, 2026 It does what we need for managing our sales pipeline and client database without the enterprise price tag. Setting it up took a bit of trial and error to get the fields just right for real estate, honestly. It's not perfect by any means, but it’s really helped us stay organized as we've grown from just me into a small team tracking multiple deals at once. Pros The pipeline view is a lifesaver, I can see exactly where every deal stands without having to dig through messy spreadsheets. Custom fields are great, too, since they let me track commission splits and referral sources exactly how I need them. The email integration works well enough that I’m not constantly logging client conversations twice, which is a huge time-saver. Overall, the reporting covers what I need for my weekly forecasts, and honestly, the price point just made sense when we finally switched over from our old system. Cons The mobile app is really frustrating when I'm out showing properties and need to update deal stages on the fly. Setting up simple tasks with workflow automation takes way more clicks than it actually needs to. Plus, the search feature sometimes just won't pull up contacts I know are in there, it’s a waste of time when I'm standing right there with a client. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PP Pritam P. Early Childhood Educator Education Management ### "It's helpful for keeping track of enrollment and how we’re interacting with parents." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 11, 2026 It does what we need for managing parent communications and tracking enrollments, though it's clearly built for sales teams rather than early childhood programs. Once you figure out which parts to ignore, it works well enough. Worth considering if you have budget and need better organization than spreadsheets offer. Pros We use this to keep track of parent inquiries and follow-ups during enrollment season. It’s pretty handy for storing contact details and keeping all my notes from meetings with families in one place. Honestly, the email templates are a lifesaver when I'm dealing with a flood of admission queries. Plus, being able to see the full history of our conversations really helps out when parents come back months later asking if we still have any spots left. Cons The setup took way longer than I expected. Honestly, some of the features feel too complicated for what we actually need, and the mobile app doesn't always sync right. That's pretty annoying when I'm away from my desk. Then there's the pricing, it adds up fast if you want the features that actually matter for small educational settings. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AR Ansuman R. Ecom manager Retail ### "Flexible CRM with strong automation and good value" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 10, 2026 Overall, my experience with Zoho CRM has been positive. It provides a solid combination of contact management, email communication, workflow automation, and sales tracking capabilities. I particularly find it useful for keeping customer information organized and creating structured processes for follow-ups. Once the system is configured properly, it can help teams work more efficiently and maintain better visibility into customer activities. Pros I like the flexibility and the range of features available in Zoho CRM. It makes it easy to manage customer information, track interactions, organize leads, and keep sales activities in one place. The workflow automation is also useful for reducing repetitive tasks and keeping follow-ups organized. The platform offers good value for the number of features included. Cons There can be a learning curve when setting up more advanced workflows and customizations. With so many features available, the interface can feel a little overwhelming for new users. Some advanced functionality may also require additional configuration to fit specific business processes Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DO Damilare O. PROJECT MANAGER Civil Engineering ### "effective tool in modern day" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 5, 2026 exquisite.helpful for all adample ample ministrative work,zoho seems to be next rated software for all office use from admiistration to projects management. Pros zoho projects,its a good softwarein project management all feature are automated and with ample training module Cons mail seems to be the least crm module to me , i hardly turn it on its being a long time in using the app,although seems quite helpful with notifications Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Donna M. Manager Information Technology and Services ### "Horrible CRM - STAY AWAY" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 July 27, 2026 This has been a horrible experience starting with Berryforms that set this up. Cannot get anything to work correctly - made us miss SalesForce immediately. Would give a 0 star review if I was able to. Pros I didn't. They have not shown any value at all. Found this system to be extra work for everyone. The setup and look does not make it easy while speaking to a customer. Cons Everything. Now they've changed the system view and cannot get it back to original version. Everything costs you - no one willing to assist nor care. Need to do a lot of research on anyone that says they are an expert to help you set this up. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) CFO decision that we had no control over - after the set up when we got to see what he did we were unable to get the changes done - Berryforms was NOT cooperative to the people who actually work the system Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Director Operations Information Technology and Services ### "Easy-to-Use CRM with Great Features" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 July 26, 2026 Overall, my experience with Zoho CRM has been good. It is easy to manage customer information, track leads, and organize daily tasks. After getting familiar with the system, it becomes a useful tool for improving productivity and managing customer relationships efficiently. Pros What I liked most about Zoho CRM is that it is easy to use and keeps all customer information in one place. It helps track leads, follow up with customers, and manage tasks without much effort. I also liked that it can be customized to suit different business needs and works well with other Zoho applications. Cons It can feel a bit complex for new users at first. Some advanced features take time to learn and set up. It can also be a little slow when working with large amounts of data. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KA Khyan A. Senior Business Development Representative Computer Software ### "Flexible Business Platform with Plenty of Capability" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 July 22, 2026 Overall, my experience with Zoho has been positive. It's a flexible platform that offers a wide range of business functionality and can support a variety of teams and processes without needing multiple disconnected systems. From a SaaS and SDR perspective, it provides good visibility into customer information, activities, and workflows while remaining relatively easy to use once you're familiar with the platform. The feature set is probably its biggest strength. There's a lot of capability available, particularly for businesses looking to automate processes and centralise information. The platform isn't perfect—some workflows could be more streamlined, and the interface can occasionally feel a little busy—but overall it's a capable and reliable solution. I wasn't involved in procurement or administration, so I can't comment too deeply on customer support or the commercial side of the platform. From an end-user perspective though, it delivered what I needed and provided a good balance between functionality and usability. Pros Zoho offers a broad range of functionality and does a good job of bringing different business processes together in one ecosystem. From my experience, the biggest strengths were the range of features available and the flexibility of the platform. Whether it's CRM, reporting, workflows, automation, or customer management, there's generally a solution within the Zoho suite for what you're trying to achieve. The user interface is reasonably clean and easy to navigate once you're familiar with it. It doesn't take long to get comfortable with the basics, and most day-to-day tasks are straightforward. Access and connectivity were also strong. Being cloud-based made it easy to access information from anywhere, and it integrated reasonably well with other business systems. For teams looking to centralise information and improve collaboration, the platform offers plenty of functionality without needing multiple standalone tools. From a value for money perspective, Zoho appears to offer a lot of capability relative to many larger platforms, particularly for growing businesses looking to scale without significant software costs. Cons The biggest challenge is that the platform can sometimes feel like it's trying to do a lot of things at once. While the interface is generally good, certain areas can feel a little inconsistent, and some workflows aren't always as intuitive as they could be. You occasionally find yourself clicking through multiple screens to complete relatively simple tasks. Because of the number of features available, there can also be a learning curve for new users, particularly if they're not familiar with CRM or business management systems. I've experienced a few minor bugs and quirks over time, but nothing significant enough to impact day-to-day use. Customer support isn't something I've had much direct involvement with, so I can't comment too heavily there. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Tried different solutions and ended up with the one that best fit - Hubspot. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CL Charlotte L. Marketplace Specialist Retail ### "Benutzerfreundliches CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 22, 2026 Pros Ich arbeite nicht nur mit dem CRM, es ist natürlich das Herz des ganzen Systems. ZOHO ist das Schweizer Taschenmesser für Unternehmen. Die Handhabung ist angenehm der Support hilft in allen Belangen. Es ist viel aber wenn man sich mal auskennt ist es die leadmachine schlechthin. Voralpen zu dem Preis! Cons Eigentlich gibt es wenig was mir nicht gefällt, außer dass es designtechnisch an manchen Stellen schon sehr starr ist. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JJ John J. CEO Information Technology and Services ### "An affordable Saas CRM for your sales pipeline" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 July 19, 2026 Zoho CRM is an inexepensive CRM system that does the job well for certain things, and we use it for our sales pipeline tracking; it's good for lead tracking. Pros After using it for a few years now, Zoho is a good, simple, internet based CRM that does the job well for our sales-pipeline tracking. Cons I am not loving that it is still a SAAS system, where you pay monthly, basically renting the software in perpetuity. We will be scaling back on it as we build our own in-house version for the sales-pipeline. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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