We use Zoho CRM for sales management.
Certified Consultant/self employed at a tech company with 11-50 employees
I like the automated workflows
Pros and Cons
- "I like Zoho CRM's automatic lead assignment and automated workflows."
- "The MCR capabilities have some limitations."
What is our primary use case?
How has it helped my organization?
It curtails our internal staff time on account workflow automation.
What is most valuable?
I like Zoho CRM's automatic lead assignment and automated workflows.
What needs improvement?
The MCR capabilities have some limitations.
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881,346 professionals have used our research since 2012.
For how long have I used the solution?
I have been using this solution for five years.
What do I think about the stability of the solution?
I rate Zoho CRM nine out of 10 for stability.
What do I think about the scalability of the solution?
I rate Zoho CRM nine out of 10 for scalability.
How are customer service and support?
The customer service is excellent.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
It is user friendly and cost effective
How was the initial setup?
Zoho CRM is easy to setup. The deployment time depends on your requirements.
What about the implementation team?
We deployed the solution in-house; if anyone needs our help regarding customization, development, and setting up Zoho CRM or Zoho One feel free to contact us. zohoexperts@gmail.com.
What's my experience with pricing, setup cost, and licensing?
There are different prices for different versions, i.e. for Zoho One $37/user/month if pay annually.
Which other solutions did I evaluate?
We previously evaluated Salesforce.
What other advice do I have?
I rate Zoho CRM a nine out of 10. It's user-friendly and cheaper than Salesforce or most other CRM solutions.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer.
Regional Area Manager at a manufacturing company with 11-50 employees
Great for customer tracking and easy to get started by needs to be less expensive
Pros and Cons
- "There's no installation required."
- "We'd like the solution to be less expensive."
What is our primary use case?
We're using multiple Zoho products. We use it a lot for Google Sheets.
We are actually using it for the database, for the customers, so that we know what should we do and what we are supposed to do, what are the current status is for sales, et cetera. We can define the strategy and figure out what we should do with the Zoho CRM. If we need to add some description to the customer we can just pop it in.
What is most valuable?
In general, the solution works well. It's great for keeping track of customers and adding in details.
There's no installation required.
What needs improvement?
We'd like the solution to be less expensive.
For how long have I used the solution?
I've used the solution for about one year.
What do I think about the stability of the solution?
I haven't been using the solution for very long. That said, I've never had any problems with stability just yet.
What do I think about the scalability of the solution?
The solution is scalable. It's easy to buy modules.
We might increase usage in the future. We might get more licenses.
I'd rate the ability to scale a six out of ten.
How are customer service and support?
We have an IT tech team that takes care of troubleshooting or reaches out to support. That's not an aspect of the product I can handle.
Which solution did I use previously and why did I switch?
We did not previously use a different solution.
How was the initial setup?
It's very easy to get going with the product. There is nothing to deploy. Everything is in the cloud. You go to the website and get a username and password.
What's my experience with pricing, setup cost, and licensing?
I'm not sure what the licensing costs of the product are. I don't deal with payments.
What other advice do I have?
I'd rate the solution five out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
Zoho CRM
January 2026
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,346 professionals have used our research since 2012.
CEO and Owner at a consultancy with 51-200 employees
Great features and fast and easy to set up
Pros and Cons
- "There are many features that capture customer data."
- "Support could be more knowledgeable."
What is our primary use case?
We are using CRM to help the sales team to capture their leads and process the leads, converting them to customers.
What is most valuable?
There are many features that capture customer data. It's great that we can start with new customers and create leads. By capturing customer data, we can also do some segmentation and provide various kinds of service to our customers.
It is easy to set up.
What needs improvement?
While Zoho products have been updated and they have introduced many features, sometimes the information about new features is not there. Sometimes we have to try it ourselves and discover by trial and error to get to know what the new features are as well as the function or benefit.
Support could be more knowledgeable.
We want to integrate the product with WhatsApp or social media or chat, WeChat. We'd like something like ChatBox as people are no longer using email to communicate. They are now using direct messages. Zoho needs to get involved with this.
For how long have I used the solution?
I've been using the solution for four years.
What do I think about the stability of the solution?
It's quite stable. I haven't seen any problem within the last four years. It's reliable and the performance is good. It doesn't crash or freeze.
What do I think about the scalability of the solution?
The solution scales well. We can expand it as needed.
At the moment, we have six people in our company using it.
It's quite extensively used as it helps sales and it has integration with finance. If the customer has settled the payment, the system will know.
How are customer service and support?
Support is okay. Sometimes you can email or chat with them. However, sometimes they are not quite as knowledgeable as we would like them to be.
Which solution did I use previously and why did I switch?
We did not previously use a different solution.
How was the initial setup?
The initial setup is pretty straightforward. We don't need to do customization very much. We can just use it pretty much straight away, and it's very easy to get going with it.
We were able to deploy within three days.
We only need one or two people for deployment and maintenance.
What about the implementation team?
We can do it in-house. However, if your company needs to have certain customizations, they have many consultants that are able to help.
What's my experience with pricing, setup cost, and licensing?
You do not need a license. They have a subscription model for payments.
What other advice do I have?
I'd recommend the solution to other users and companies. It's very convenient as this product can be used on your mobile phone. It's not only the web apps. It's the mobile apps as well that also help the sales on the field to do their work with ease.
I'd rate the solution eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Sr Sales Engineer at a manufacturing company with 10,001+ employees
CRM that offers effective lead, opportunity and task management with a responsive support team
Pros and Cons
- "The most valuable features are the lead, opportunity and task management as well as dashboard creation, reporting, contact management and campaigns."
- "We would like to always email users as soon as any new features are launched."
What is our primary use case?
We have around 500 to 1000 employees using this solution. The purpose of the CRM is to maintain relationships with our customers and to always stay connected in the most efficient way. Zoho CRM helped me to manage leads and opportunities and to use the dashboard and reporting features for better sales and growth.
What is most valuable?
The most valuable features are the lead, opportunity and task management as well as dashboard creation, reporting, contact management and campaigns.
What needs improvement?
We would like to always email users as soon as any new features are launched.
For how long have I used the solution?
I have been using this solution since 2016.
What do I think about the stability of the solution?
This is a stable solution.
What do I think about the scalability of the solution?
It is scalable solution.
How are customer service and support?
Our IT team usually handle issues first before we contact their support team. When we have contacted them, they have responded quickly.
How would you rate customer service and support?
Positive
How was the initial setup?
The initial setup was straightforward. It took between six to nine months.
What other advice do I have?
If you are using this solution for the first time, I would recommend that you start in a separate sequential manner with the contact management and then move onto leads and opportunities. This logical approach will drive you the proper use of the software.
In a future release we would like to have this tool available on an app based platform so thats users can update data in real time.
I would rate this solution a nine out of ten because it functions well.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Marketing and digital transformation manager at a real estate/law firm with 51-200 employees
Valuable lead management and analytics tool that would benefit from additional features
Pros and Cons
- "The most valuable solution of Zoho CRM is lead management and analytics. It has a powerful analytics tool."
- "There are two things I would like to see from Zoho CRM. The first would be to include a calling feature that is connected to our call center. Second, I would like financial targeting and how to measure targeting for the sales agent to be connected better with bookings."
What is our primary use case?
We offer real estate services in Eygpt. Zoho CRM is an all-in-one solution for us. We use the solution for both CRM and finance. Our commissions paid to our salespeople go through the CRM and our clients are managed through the solution.
Currently, we have three branches with a total of 100 users including tool management, agents, finance, HR, and marketing. Our usage will increase in the future as we are starting a new branch.
How has it helped my organization?
With Zoho CRM we have detailed reports which provide measurements and KPIs. Being able to measure the daily performance of the agents, their call time, duration, and lead tracking has improved our organization in terms of effectiveness and efficiency.
What is most valuable?
The most valuable solution of Zoho CRM is lead management and analytics. It has a powerful analytics tool.
Zoho is always providing updates to the tools. The most recent update provided improvements to the admin panel and council.
What needs improvement?
There are two things I would like to see from Zoho CRM. The first would be to include a calling feature that is connected to our call center. Second, I would like financial targeting and how to measure targeting for the sales agent to be connected better with bookings.
In addition, Zoho CRM requires easier API integration with Facebook and Google, especially in terms of lead generation. Salesforce has cloud listening or social listening on other platforms like Twitter and Facebook, it would be great if Zoho included these marketing solutions too.
For how long have I used the solution?
I have been using Zoho CRM on a daily basis for nine months.
What do I think about the scalability of the solution?
Zoho is a very scalable solution.
How are customer service and support?
We struggled with technical support but have managed our way through it by using a consultant here in Egypt.
Which solution did I use previously and why did I switch?
Prior to Zoho CRM, we used a custom-made solution that was developed in-house and was based on ASP.NET. We decided to check if we had the capability to do a custom-made solution or if it was better to get one with customization. Zoho fit our new strategy so we made the switch.
How was the initial setup?
The initial setup of Zoho CRM was complex due to the structure of our commission, which is based on sales.
What about the implementation team?
The deployment took us three months using our own consultant called Zocube. Having our own consultant has helped us manage and improve the system as we use the solution. They have provided excellent service.
We have four managers managing and maintaining the system and the whole experience.
What's my experience with pricing, setup cost, and licensing?
We have an annual license fee that costs $12,000.
Which other solutions did I evaluate?
We evaluated Salesforce but found Zoho had greater flexibility so we could customize as we go. The interface is very easy for our agents and the mobile solutions that Zoho provides are amazing.
What other advice do I have?
If you are looking to implement Zoho CRM you need a good consultant and you need to know exactly the cycle that you need to implement.
I rate this solution a seven out of 10 because there are more features that are going to be available in the future. Some we have not explored yet.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Zoho Developer at a financial services firm with 1,001-5,000 employees
Easy-to-use solution with good stability
Pros and Cons
- "Its initial setup process for the cloud-based version is straightforward."
- "They should provide an option to customize modules."
What is most valuable?
The solution easily links one form to another or sends one module to another.
What needs improvement?
They should provide an option to customize modules and fields for the solution, similar to Zoho Creator.
For how long have I used the solution?
We have been using the solution for more than one year.
What do I think about the stability of the solution?
The solution's stability is better than other applications.
How are customer service and support?
The solution's technical support service could be better.
How would you rate customer service and support?
Neutral
Which solution did I use previously and why did I switch?
Zoho CRM has a default field that cannot be changed. Thus, we prefer using Zoho Creator for customized functionality.
How was the initial setup?
The solution's initial setup process for the cloud-based version is straightforward. It takes around a week to a month to complete depending on the client's requirements. It requires one executive to carry out the deployment.
What's my experience with pricing, setup cost, and licensing?
The solution has standard pricing plans. It costs $14 per month. Also, its enterprise version costs $40. At the same time, its unlimited version costs $52.
What other advice do I have?
The solution is easy to use for end users. I rate it a ten out of ten.
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
Sr. Zoho Developer at a tech services company with 11-50 employees
Helps to patch leads from client sources
Pros and Cons
- "We use the solution for different projects. We use it to patch lead details from clients' sources."
- "I have issues with the tool's scalability."
What is our primary use case?
We use the solution for different projects. We use it to patch lead details from clients' sources.
What needs improvement?
I have issues with the tool's scalability.
For how long have I used the solution?
I have been working with the product since 2018.
What do I think about the stability of the solution?
I would rate the solution's stability between seven to six out of ten.
What do I think about the scalability of the solution?
I would rate the product's scalability between eight to seven out of ten. We have a lot of users for the product in our organization.
How was the initial setup?
The solution's setup is easy.
What other advice do I have?
I would rate the product a seven out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer.
CEO at a marketing services firm with 11-50 employees
Provides a database of information on customers, costs, prospects, and proposals
Pros and Cons
- "I am impressed with the product's information on customers."
- "It is hard to modify information around a customer. You need to pay for the features and the tool needs to improve it."
What is our primary use case?
The solution helps us to identify how customers expect to work with us. It helps us to know the funnel process where the prospect is through. It also serves as a database of information on customers, costs, prospects, and proposals.
What is most valuable?
I am impressed with the product's information on customers.
What needs improvement?
It is hard to modify information around a customer. You need to pay for the features and the tool needs to improve it.
For how long have I used the solution?
I have been using the solution for five to six years.
What do I think about the stability of the solution?
I would rate the solution's stability a seven out of ten.
What do I think about the scalability of the solution?
I would rate the solution's scalability a seven out of ten.
How was the initial setup?
The solution's setup is complex.
What other advice do I have?
I would rate the product an eight out of ten. You need to first think about the version that you need for the company. You need to seek out a person who knows the product very well to help you modify the charts, it could be an associate of Zoho. Think about what information you need to receive from the CRM since you can receive something that you don't need.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Updated: January 2026
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