As an all-in-one platform, HubSpot CRM centralizes all your marketing, sales, customer service, and content management needs with a focus on inbound techniques. The platform is considered to be one of the best CRM platforms on the market. Over 30,000 organizations across 90 countries have adopted HubSpot CRM, making it an exceedingly popular choice for companies seeking the best CRM for small businesses.

After putting the CRM through its paces, I've found it to be a robust and intuitive solution for organizing contacts, tracking deals, and gaining visibility into the sales process. The interface is clean and easy to navigate, with helpful features like email tracking, meeting scheduling, and live chat that streamline communication with leads and customers.

If there was one thing to say against HubSpot CRM, it’s the fact that the software can get quite expensive as you scale your business. While the free offering and generous entry-level plans offer a great starting point for new businesses, it’s easy to end up paying for things you don’t need as your business grows.

HubSpot CRMs core capabilities

HubSpot CRM delivers the essential features I expect from a customer relationship management system. I can store up to 1 million contacts and companies in the CRM for free due to some generous cloud storage, with each record capturing important details like contact info, website, social media profiles, industry, revenue, and more. When you add a contact, HubSpot automatically populates key details about their company, saving data entry time.

Segmenting contacts into lists based on any criteria is simple with HubSpot CRM's powerful filtering tools. I can easily create dynamic lists that automatically update as contact properties change. For example, I set up a list of contacts from companies with 500+ employees who have visited my pricing page in the last month.

Deals and tasks keep things organized as you manage leads through the sales pipeline. I can create deal stages that mirror my sales process, drag and drop deals from one stage to the next, and easily see the value and quantity of deals in each stage. Tasks ensure critical to-dos never slip through the cracks. I can assign tasks to team members, associate them with specific deals or contacts, and set due dates.

For those who rely strongly on inbound, HubSpot CRM's built-in prospecting tool is useful for lead generation, identifying potential customers who are engaging with your website for the first time. It shows me which companies visited my site, even if they haven't filled out a form yet, and provides key details about those organizations pulled from HubSpot's database. I can review prospects and add promising leads to the CRM with one click.

Reporting features give me a clear picture of my sales pipeline and team performance. The dashboard displays my deal forecast, number of deals created and closed, productivity metrics, and more. I can dig into reports to see deals won and lost, sales leaderboards, and individual rep performance. Reports are easy to filter and customize.

Email tracking and templates help my team communicate efficiently with leads and customers. I can see who opened an email, clicked a link, or downloaded an attachment, then follow up accordingly. Templated emails save time on common messages. The Gmail and Outlook integrations allow me to log emails to the CRM and access templates, tracking, and more without leaving my inbox.

Live chat is another channel for real-time conversations with website visitors. I can configure targeted messages to specific web pages or audience segments. AI chatbots help qualify leads and schedule meetings 24/7. All chat conversations are automatically saved in the CRM.

Finally, the mobile app gives me access to key CRM data and features on the go. I can look up contacts, update deals, track emails, and more from my smartphone. This is invaluable when traveling or walking into a meeting.

Beyond the essentials, HubSpot CRM includes some handy tools that enhance productivity. The email integration with Gmail and Outlook is fantastic - I can track email opens, log sent emails to contact records, and create new contacts directly from my inbox. The meeting scheduler makes it painless for prospects to book time on my calendar, eliminating the usual back-and-forth. I also get a lot of value from the task reminders and automated workflows that keep me on top of follow-ups and outreach.

While the free HubSpot CRM is generous with its features, upgrading to one of the paid Sales Hub plans unlocks even more advanced capabilities like sales automation, predictive lead scoring, smart notifications, custom reporting, and more. But for many small businesses and sales teams, the free version provides the core tools needed to organize customer data and manage deals efficiently in one centralized system.

How easy is HubSpot CRM to use?

From the moment I first logged into HubSpot CRM, I found the dashboard to be clean, well-organized, and easy to understand. Whether working on contacts, deals, tasks, or reports, the layout and controls remain familiar and intuitive. The main navigation menu is clearly labeled and logically structured, making it simple to find the tools and data I need. The design consistency reduces cognitive load and allows me to move between various areas of the CRM without having to relearn the interface each time.

HubSpot CRM provides a wide range of options for tailoring the platform to my specific needs, but it does so in a way that is approachable and straightforward. I can easily add custom fields to contact and deal records, create personalized views, and build custom reports and dashboards without needing extensive technical skills. The drag-and-drop interface for building workflows and deal pipelines is particularly user-friendly, enabling me to automate processes and visualize my sales funnel with minimal effort.

When it comes to onboarding and training, HubSpot CRM offers a wealth of resources to help new users get up to speed quickly. The HubSpot Academy provides a comprehensive library of courses, certifications, and tutorials that cover every aspect of the CRM. I found the courses to be well-structured, engaging, and practical, with a mix of videos, quizzes, and hands-on exercises. The in-app guidance and tooltips are also helpful for discovering new features and understanding best practices.

It's worth noting that HubSpot CRM's ease of use extends beyond the core functionality. The platform's integration with tools like Gmail, Outlook, and Google Calendar is seamless, allowing me to manage my email and schedule without leaving the CRM. The mobile app is also well-designed and provides access to all the essential features, enabling me to stay productive on the go.

Overall, HubSpot CRM really sets the standard for ease of use in the CRM space. Its intuitive interface, consistent design, and customization options make it accessible to users of all skill levels. The comprehensive onboarding resources and rapid time-to-proficiency ensure that teams can start realizing value from the platform quickly. While there may be a learning curve for some of the more advanced features, HubSpot's commitment to usability makes the journey smoother and more enjoyable than with many other CRM systems I've used.

HubSpot CRM integrations

HubSpot CRM offers a wide range of pre-built integrations with popular business applications, making it easy to connect your customer data with the rest of your tech stack. The HubSpot App Marketplace is a treasure trove of integrations, with over 1,000 apps across various categories like marketing, sales, customer service, and more. I was able to quickly find and set up integrations with Mailchimp, Slack, and Zendesk. Setting up these integrations was a breeze — most required just a few clicks and minimal configuration.

While the pre-built integrations cover a wide range of popular apps, there may be instances where a specific integration is not available out-of-the-box. In such cases, HubSpot's integration with Zapier is a major lifesaver. Zapier is an automation platform that allows for connecting HubSpot CRM with over 3,000 apps. I was able to set up a custom workflow that automatically creates a task in my project management tool whenever a new lead is added in HubSpot, all without writing a single line of code.

For more complex integration needs, HubSpot provides a robust API that allows for custom integrations. API documentation is comprehensive and includes code examples in various programming languages. I also haven't encountered any significant issues with API performance. On the rare occasion when I did need assistance, HubSpot's support team was responsive and helpful in resolving the issue promptly.

Beyond all this, I also appreciate HubSpot's focus on data sync performance. The platform uses a two-way sync that ensures data consistency across integrated apps. Changes made in HubSpot are automatically reflected in the connected tools. I don’t have to worry about manually updating information in multiple places or dealing with conflicting data. Data sync capabilities extend beyond just syncing contact and deal information. For example, the platform also allows for syncing of marketing assets, such as email templates and landing pages.

How good is HubSpot customer support?

When implementing a new CRM system, having access to responsive and knowledgeable customer support is crucial. During my experience with HubSpot CRM, I appreciated the variety of support channels offered here.

However, it's worth noting that the level of support can vary depending on your subscription tier. While all users have access to the Knowledge Base and Community Forums, live support channels are limited to Professional and Enterprise tiers.

With a Professional or Enterprise subscription, I have access to phone, email, and chat support. The support representatives are friendly, knowledgeable, and always willing to go the extra mile to resolve my issues or answer my questions. The average first response time for support inquiries is impressively short, often within an hour or two for email or chat and immediate for phone support.

Beyond live support, HubSpot offers an extensive library of self-service resources. The HubSpot Academy is a standout, providing a wealth of courses, lessons, and certifications on every aspect of the CRM. I've found the courses to be well-structured, informative, and engaging, with practical examples and hands-on exercises. The Knowledge Base is another powerful self-service resource, offering a searchable database of articles, tutorials, and FAQs.

When these resources prove insufficient, HubSpot also maintains an active community forum where users can ask questions, share best practices, and learn from each other. This is a great place to ask questions that haven’t been covered in the other self-help resources. Personally, I've found the community to be welcoming, knowledgeable, and eager to help.

When it comes to overall customer satisfaction, HubSpot consistently receives high marks. The company is transparent about its customer satisfaction scores (CSAT), which typically fall between 75% and 85%. This is a strong indicator that the majority of users are happy with the support they receive.

HubSpot’s AI capabilities

Artificial intelligence is everywhere - even if you haven’t realized it yet - and many CRMs are competing to outdo each other in terms of their AI functionality. HubSpot's AI tools include its AI-driven sales assistant and predictive lead scoring, both of which work to streamline sales processes and provide actionable insights for employees.

Although using AI can sound somewhat complicated at first, HubSpot makes ease of use a priority for its AI features. HubSpot's AI is designed to be user-friendly and integrated into the platform, making it accessible even for those without a technical background.

HubSpot CRM: Plans and pricing

While it may not be the cheapest option on the market, HubSpot offers a compelling blend of features, flexibility, and scalability that justifies its pricing. That said, prices can add up quickly when you’re on one of the higher-tier plans, so you’d best stick to the features you need.

Unlike many other CRM providers, HubSpot actually offers a fully functional CRM at no cost, with unlimited users and up to a million contacts. This free tier includes essential features like contact and deal management, email tracking, and live chat. It's a great way for businesses to get started with a CRM without any investment.

Once your business has outgrown the free CRM, you can choose between a range of plans across different modules like the Sales Hub, the Service Hub, or the Marketing Hub. Each plan adds on to the capabilities of the free CRM with enhanced features unique to that module.

For example, Sales Hub Starter includes support for multiple currencies, along with eSign software and the ability to perform simple automations. Similarly, Marketing Hub Starter offers access to live chat integrations and email marketing support. Prices usually start from $15/user/month for the Starter plan for each Hub, going all the way up to several thousand dollars per month for enterprise customers.

For businesses looking to bundle multiple HubSpot products, the Customer Platform offers a discounted price that packs together essential features from the Marketing Hub, Sales Hub, Service Hub, CMS Hub, and Operations Hub into a single plan. This bundle is ideal for enterprise businesses that want to leverage the full power of HubSpot's ecosystem.

For new customers, HubSpot offers a generous 14-day trial, plus discounts and bundles that can provide significant savings. For example, they offer a 25% discount for startups and a 40% discount for nonprofits.

HubSpot CRM FAQ

HubSpot CRM review: Final verdict

After thoroughly evaluating HubSpot CRM across multiple criteria, I believe that this is a solid CRM for small and medium-sized businesses, offering a robust set of features for contact management, deal tracking, and sales automation.

HubSpot’s user-friendly interface and design make it easy for teams to learn, with responsive live channels and comprehensive self-service resources to iron out any hiccups during initial adoption. I also liked the amount of flexibility offered in integrating the platform with other workplace productivity tools, with options ranging from built-in connectors to iPaaS vendors to a custom API.

However, while this is a solid platform for businesses of any size, it’s not without its shortcomings. For example, the existence of support tiers makes it impossible to receive live assistance as an entry-level paid subscriber. But on higher-tier plans, prices can quickly add up depending on the number of users, making the partnership less than sustainable.

Still, HubSpot CRM should fit the needs of most small-to-medium enterprises, especially with its generous free plan that offers near-unparalleled value in the world of CRMs. For larger organizations, thorough cost calculation is necessary to prevent overspending on unnecessary licenses or features.

Founded in 2010, Pipedrive has grown to serve over 100,000 companies across more than 175 countries. It’s designed to help sales teams manage leads, track deals, and streamline sales processes.

At its heart, Pipedrive CRM offers a visual sales pipeline that lets users easily move deals through different stages by dragging and dropping them. Its intuitive interface is supported by features such as contact management, email integration, reporting tools, and workflow automation. Ultimately, it aims to simplify sales management by providing insights that help teams close more deals, making it one of the best CRM platforms out there.

In this review, I'll take a close look at Pipedrive's key features, usability, pricing, and overall performance to see if it lives up to its reputation as a user-friendly and effective CRM solution. I'll share my hands-on experience with the software and compare it to other CRM solutions in the market to see how it stacks up.

Pipedrive's core capabilities

At the heart of Pipedrive’s system is the contact and lead management feature. I liked how easy it was to import and organize contacts, with the ability to add custom fields to capture specific information relevant to my sales process. The system allows for a comprehensive view of each contact, including communication history, associated deals, and activities.

Pipedrive’s visual pipeline interface is one of its standout features, allowing me to track and move deals through various stages with a simple drag-and-drop action. I found it very easy to maintain a clear overview of my sales pipeline and quickly identify which opportunities needed attention.

There’s a paid LeadBooster add-on that enhances Pipedrive’s lead management capabilities even further. It includes web forms, live chat, and a prospecting tool that can help generate and qualify leads automatically. While these are powerful and well-designed, it's worth noting that they come at an additional cost on top of your base plan.

Pipedrive also offers advanced forecasting capabilities — the platform creates customizable sales forecasts based on the deals in your pipeline, allowing for accurate revenue predictions. I found the ability to create multiple pipelines particularly useful, as it allowed me to customize the sales process for different products or customer segments separately.

While it offers a range of pre-built reports based on various KPIs, Pipedrive’s custom reports are where it really shines. It offers a range of options to measure team efficiency, software effectiveness, and sales performance from a bevy of different angles. The reports themselves are incredibly visual, making it easy to understand the different charts, graphs, and numbers.

You can automate your sales workflows easily with Pipedrive. I found the process of setting up these automations to be straightforward, with a visual builder that made it easy to create complex workflows without needing any coding knowledge. However, there isn’t any support for marketing automation, which can put off some teams.

How easy it Pipedrive CRM to use?

Pipedrive’s minimalist design eliminates clutter, allowing users to focus on what matters most — managing their sales pipeline and customer relationships. The visual pipeline view is particularly user-friendly, offering a drag-and-drop interface that makes it easy to move deals through various stages.

Something that really impressed me was the smart contact data feature. With a single click, the system can search the internet for information about a prospect and populate records automatically. It saves a lot of time on data entry and research, allowing reps to focus more on actual selling activities.

Customization options on this platform are robust yet straightforward to implement. Pipedrive allows users to tailor fields, pipelines, and workflows to match their specific sales processes. During my testing, I was able to easily add custom fields to capture industry-specific information and create multiple pipelines for different product lines.

Pipedrive offers a variety of learning materials, including video tutorials, webinars, and a knowledge base. Its in-app guidance is particularly noteworthy, providing contextual tips and explanations as users navigate through different features.

Automation features in Pipedrive further enhance its usability. The platform offers a range of pre-built workflow automations that can be easily customized to fit specific needs. They help streamline repetitive tasks, such as follow-up emails or activity creation, allowing sales reps to focus more on building relationships and closing deals.

Pipedrive offers a mobile app for both iOS and Android. It provides a seamless experience, allowing users to update deals, access contact information, and log activities on the go. I found the mobile interface to be just as intuitive as the desktop version, ensuring that sales teams can stay productive even when out of the office. This is an especially helpful feature for businesses with mobile sales teams.

However, I did find that setting up some of the more advanced features, like email sequences and certain automations, required a bit more time and effort to master. Still, Pipedrive offers ample documentation and training resources to get through the initial stages after implementation.

Pipedrive CRM integrations

Pipedrive CRM offers a powerful ecosystem that allows users to connect the CRM with a wide array of third-party applications. Pipedrive's Marketplace hosts over 400 out-of-the-box integrations, covering essential business tools across categories like email marketing, document management, project management, analytics, live chat, and accounting.

Connecting Pipedrive with popular tools like Slack, Zoom, and Microsoft Teams was a seamless process, allowing for real-time notifications and improved collaboration. The integration with email platforms like Gmail and Outlook was particularly useful, enabling me to manage emails and CRM data from a single interface. One integration that stood out was the Leadfeeder connection, which automatically transfers website lead data into Pipedrive.

There’s also an open API, which provides developers with the flexibility to create custom integrations when needed. It uses a JSON format for output and supports CORS requests, which adds to its versatility. I was impressed by the comprehensive documentation and developer resources available for API users, making it relatively straightforward for technical teams to extend functionality through custom integrations.

For users who aren't developers, Pipedrive offers integration with Zapier, a popular automation tool that can connect Pipedrive to thousands of other applications without requiring coding skills. This greatly expands the potential for creating automated workflows across different platforms, even if they don't have a direct integration with Pipedrive.

For a smooth flow of information, the platform uses database replicas that sync in real-time, ensuring data continuity and minimizing the risk of data loss. However, for those concerned about data backup, Pipedrive also conducts nightly backups of all database machines and creates encrypted off-site backups of customer databases.

For businesses looking to create more complex integrations or automate specific workflows, Pipedrive's Developer Platform offers additional tools. This includes webhooks, API endpoints, and SDKs, allowing for deeper customization of the CRM experience.

How good is Pipedrive CRM customer support?

For all users, regardless of plan, Pipedrive provides 24/7 email and chatbot support. While the latter is a great option for basic queries requiring quick resolution, the former is meant for more complex issues that aren’t so time-sensitive.

Users on the Advanced, Professional, Power, or Enterprise plans have access to human agents during live chat. Response times are quick, usually within a few minutes. Support agents are knowledgeable, and able to address most of my basic queries efficiently. However, for more complex issues, I noticed that the initial response often involved directing me to relevant knowledge base articles rather than providing immediate solutions.

The availability of live chat support depends on your subscription tier. Advanced plan users can access live chat during business hours (9:00 am to 5:00 pm in the user's timezone), while Professional plan subscribers enjoy 24/5 support. Power and Enterprise users benefit from round-the-clock support, seven days a week.

For users on the Power or Enterprise plans, Pipedrive also offers phone support. However, it's worth noting that this service is only available during limited hours - from 7:00 am to 11:00 pm (CET/CEST) for English speakers, and from 10:00 am to 11:00 pm (CET/CEST) for Portuguese speakers.

For self-help purposes, Pipedrive’s knowledge base is extensive and well-organized, covering a wide range of topics from basic setup to advanced features. I found the articles to be clear, concise, and often accompanied by helpful screenshots or video tutorials.

Pipedrive also offers an online learning platform called Pipedrive Academy. This resource provides a series of video courses and tutorials designed to help users master various aspects of the CRM. I found these courses to be well-structured and particularly useful for new users or those looking to expand their knowledge of specific features.

Pipedrive CRM pricing and plans

Pipedrive’s pricing is competitive and flexible, offering a range of options to suit different business needs and sizes. As of my review, Pipedrive offers five main pricing tiers: Essential, Advanced, Professional, Power, and Enterprise.

The Essential plan starts at $12/user/month, billed yearly. It offers basic CRM features: contact and deal management, customizable pipelines, and simple reporting. This option makes Pipedrive one of the best small business CRM platforms out there. Higher plans add more advanced features.

I found the Advanced plan, at $24/user/month, to be particularly great value. It includes email templates, tracking, and customizable automations, boosting sales team productivity. The Professional plan, priced at $49/user/month adds AI features, revenue forecasting, and e-signatures. It’s perfect for growing businesses.

For larger companies or those needing more complex solutions, the Power and Enterprise plans are available at $59 and $79 per user per month, respectively. These plans include project management, better security, and unlimited custom fields. They also offer incrementally higher limits on deals, reports, and automation workflows.

Across all plans, opting for annual billing instead of monthly can save you up to 17%. Pipedrive also offers a 14-day free trial for all its plans, which is less than some competitors but still reasonable. While the base plans offer comprehensive features, Pipedrive provides several add-ons that can enhance functionality. These include LeadBooster for lead generation (starting at $32.50 per company monthly), Web Visitors Tracking ($41 per company monthly), and Campaigns for email marketing ($13.33 per company monthly).

A potential drawback I noticed is that Pipedrive doesn't offer a free plan beyond the trial period. For very small businesses or solopreneurs looking for a free CRM solution, this could be a limitation. This means Pipedrive isn't necessarily one of the best CRM for start ups on a shoe string budget, although start ups with a small budget could benefit from the affordable Essential plan.

It's also worth mentioning that Pipedrive's pricing can vary depending on your location and the currency you're billed in. I found that prices are often kept at the same numerical value across different currencies (e.g., $99 USD, €99 EUR, £99 GBP), which can result in higher costs for users outside the US.

Pipedrive CRM FAQ

Pipedrive CRM review: Summary

After thoroughly evaluating Pipedrive across multiple key areas, I believe this is a top-tier CRM platform with its visual pipeline interface and intuitive deal management tools standing out as significant strengths.

With its user-friendly interface and straightforward customization options, companies should have no trouble ensuring a healthy level of adoption even through the early stages of implementation. But while Pipedrive offers a solid range of integrations and a well-documented API, there's room for improvement in terms of advanced marketing automation capabilities. The customer support, though generally responsive and helpful, could benefit from more consistent quality and faster response times for email inquiries.

Overall, Pipedrive CRM is a strong choice for small and midsize businesses looking for an accessible yet feature-rich sales management platform. While there are areas for improvement, it delivers more than its share of value for the price point.

Developed by Zoho, a company renowned for its suite of productivity applications, Zoho CRM has been one of the best CRM platforms available since its inception in 2005.

With a user base exceeding 250,000 businesses worldwide, Zoho has established itself as a reliable and feature-rich platform for sales management, marketing, and customer support activities. It's a versatile CRM that can be tailored to meet specific organizational needs. Some key functionalities include lead and deal management, sales automation, and advanced analytics, all powered by an intelligent AI tool called Zia.

Throughout this review, I will share my detailed analysis of Zoho CRM, exploring its key features, functionalities, and how it can benefit businesses in managing customer relationships effectively.

Zoho CRM core capabilities

When reviewing Zoho’s CRM platform, I found a robust set of features that cover the essential needs of most organizations. The platform provides a centralized database for managing contacts and accounts, making it easy to store and access customer information. I was able to quickly import my existing contacts via CSV file and map the fields to match Zoho's system. The interface for viewing and editing contact records is clean and intuitive, with the ability to log activities, tasks, notes and attach files.

Zoho CRM's lead management tools allow you to customize the lead lifecycle stages to match your sales process. You can capture leads from various sources, including web forms, social media, and manual entry. As leads progress, you can convert them into contacts, accounts and opportunities with one click. I appreciate the ability to create multiple sales pipelines for different products or business units. The drag-and-drop deal pipeline view gives a nice visual overview of where each opportunity stands.

Forecasting is another core feature, with the ability to generate revenue projections based on the deals in your pipeline. Being able to create multiple pipelines for different products or services was particularly useful. I could easily track deal progress, set probability percentages, and generate accurate sales forecasts. Zoho uses a weighted probability based on deal stage to predict the chances of closing. This provides more accurate forecasts than relying on gut feel or arbitrary percentages. You can also adjust the forecast categories and timeframes to suit your needs.

While the built-in reports cover most standard KPIs and metrics, I did find the report builder a bit cumbersome to use compared to some other CRMs I've tried. It gets the job done but requires a bit of a learning curve to master. On the plus side, the dashboards are attractive and you can lay them out with a variety of chart types and widgets to visualize your key data points.

Zoho CRM seamlessly connects with other Zoho applications, creating a cohesive ecosystem for business operations. Additionally, it offers integrations with popular third-party tools like Google Workspace, Microsoft 365, and various marketing automation platforms. You also have access to a custom API to build your own integrations from scratch with code.

Zoho particularly shines when it comes to mobile access. The mobile app is full-featured and works seamlessly to keep data in sync, even when offline. This is a big advantage for sales reps who spend much of their time on the road, which is increasingly common in the age of hybrid work. The app is intuitive and makes it easy to pull up customer information, log calls, and update deals and tasks from your smartphone.

Things get a little more interesting when you factor in Zoho’s newly-introduced AI-powered sales assistant called Zia. Zia offers predictive lead scoring, anomaly detection in sales trends, and even suggests the best times to contact leads based on past interactions. I found these AI-driven insights to be generally accurate and helpful. However, it's worth noting that the full potential of Zia is only unlocked in the higher-tier plans, which can increase costs considerably.

While it may lack some of the advanced features or depth of customization of the market leaders, Zoho CRM meets the needs of most small to mid-sized companies and sales teams. However, it would be interesting to see how well the CRM stacks up once the AI features have had a chance to develop a bit.

How easy is Zoho CRM?

In the last few years, Zoho has made significant progress in improving the user interface and overall usability of its CRM. I found the new interface to be clean and intuitive, with a logical layout that made it easy to access key features and information. The home screen provides a comprehensive overview of important metrics and tasks, allowing me to quickly grasp the status of my sales pipeline and prioritize my activities for the day.

I also appreciated the ability to tailor the interface to my specific needs, from rearranging the menu bar to creating custom fields and layouts. However, it's worth noting that while basic customizations are straightforward, more complex modifications may require a steeper learning curve.

Onboarding is relatively straightforward, thanks to the detailed instructions provided on the website and the inclusion of sample data to help new users get started. I found the step-by-step guide particularly helpful in setting up my account and configuring initial settings. That said, the sheer number of features and options available can be overwhelming at first.

Zoho offers a wealth of training resources to help users become proficient with the system. Its knowledge base is extensive, featuring detailed tutorials, training videos, and live and on-demand webinars. I found these resources to be well-organized and easy to follow, which significantly reduced the time it took me to become comfortable with the platform's core functionalities.

In terms of the learning curve, I found that mastering the basic features of Zoho CRM was relatively quick. Within a few days, I was able to navigate the system confidently, manage contacts, and track deals. However, becoming proficient with more advanced features, such as complex automation workflows or in-depth reporting, required more time and practice.

While the CRM is generally user-friendly, there are still areas where it could improve. For instance, some users have reported that creating multi-module reports can be challenging and may require additional training or support. Also, while the AI features like Zia are powerful, they may take some time to learn and be fully leveraged. Higher-tier plans offer more advanced features and customization options, which can increase the complexity for users. However, these plans also come with additional support options, including onboarding assistance and dedicated account managers.

Zoho CRM integrations

Before we talk about third-party integrations, it’s important to acknowledge the level of functionality that you can extract simply from using Zoho’s own suite of productivity software — all of which integrate seamlessly with its CRM. With more than 40 different applications, including Zoho Webinar, Zoho Social, Zoho Books, and Zoho Surveys, it’s incredibly easy to extend functionality without having to rely on third-party providers.

Apart from that, Zoho also offers 600+ ready-to-use integrations for popular apps like QuickBooks, Google Workspace, Slack, Shopify, RingCentral, and DocuSign, among others. I found the process of setting up these pre-built integrations to be straightforward. Most integrations can be activated with just a few clicks, with clear documentation and setup guides for each integration.

However, for those looking to create custom integrations or connect with less common applications, Zoho CRM offers a robust API. The REST API documentation is comprehensive and well-organized, covering various aspects such as authentication, rate limits, and available endpoints. As I delved into the API documentation, I appreciated the clear examples and explanations provided, which would be helpful for developers of varying skill levels.

Zoho is also uniquely committed to making sure that developers have everything they need to build their own integrations. The Developer Console offers up a lot of different resources, including documentation, courses, ebooks, and webinars — to help developers at every stage of the integration process.

In terms of reliability, the experience is mostly consistent. Data is accurately and efficiently synchronized, minimizing the risk of discrepancies or delays. However, there is mention of users encountering some minor issues with workflow rules and alerts not functioning as expected, if you look at the different reviews available online.

How good is Zoho CRM customer support?

Speaking of customer support, Zoho can be a bit of a mixed bag. On one hand, Zoho offers a variety of support channels, including phone, email, and live chat, which provide flexibility in how users can reach out for assistance. But the quality of support received can be wildly inconsistent, depending on the agent you’re paired with at the time. Response times can also vary from time to time, leaving users frustrated.

Zoho does provide a robust self-service resource center, which includes a knowledge base, user guides, tutorials, and community forums. I've found these resources to be quite comprehensive and well-organized, making it easier for me to find answers to common questions and troubleshoot issues on my own. The step-by-step tutorials and user guides have been particularly helpful in navigating the various features and functionalities of the platform.

That being said, there have been instances where the self-service resources fell short in addressing more complex or specific issues I encountered. Thankfully, Zoho provides dedicated onboarding specialists who guide new users through the setup process and help customize the platform to their specific needs. Additionally, there are regular webinars and training sessions to help users make the most of the different features and capabilities.

On platforms like G2 and Capterra, Zoho CRM's customer support ratings hover around 4 out of 5 stars, indicating a generally positive sentiment. However, there are also a fair number of reviews that echo uncertainty and frustration given the inconsistent quality and slow response that many users have to deal with from Zoho. It's worth noting that Zoho offers a premium support option for an additional fee, which includes priority response times, dedicated account management, and personalized training sessions.

Zoho CRM pricing and plans

Zoho CRM operates on a per-user pricing structure, which means that the cost is directly tied to the number of users you have. The pricing starts at $14 per user per month for the Standard plan, which includes features like lead and account management, sales pipeline management, and basic reporting — it’s a good starting point and makes Zoho one of the best CRM for small businesses.

This is followed by the Professional plan priced at $35 per user per month, which adds more advanced features like sales signals, forms integration, and inventory management. The Enterprise plan at $50 per user per month includes AI-powered tools like Zia, multi-user portals, and mobile SDKs. Finally, the Ultimate plan at $65 per user per month enhances the package with advanced data visualization and business intelligence.

In addition to these traditional plans, Zoho CRM also offers two bundle options: CRM Flex and CRM Plus. CRM Flex allows you to hand-select additional Zoho apps to add to your CRM suite, with prices adjusting accordingly. CRM Plus, on the other hand, includes a comprehensive suite of eight Zoho apps, including Zoho Desk, Zoho Campaigns, and Zoho Analytics, for $57 per user per month. This bundle offers significant savings compared to purchasing each app separately.

Zoho offers a 15-day free trial for its CRM, which allows you to test the platform and its features before committing to a paid plan. Additionally, Zoho CRM offers a free version for up to three users, which includes basic features like lead and account management, making it one of the best CRM for start ups. You also get a 34% discount if you commit to an annual subscription upfront, which can significantly reduce costs.

While the pricing is generally competitive, it's worth noting that costs can add up quickly when you have a large number of employees who need access to the CRM. It’s also a little unfortunate that the AI sales assistant, Zia, is fully accessible only on the Enterprise and Ultimate plans. Still, the platform offers a generally good value for money for most small and medium-sized businesses.

Zoho CRM FAQ

Zoho CRM review: Final verdict

Throughout my experience with Zoho CRM, I have been consistently impressed by its robust set of core features, including lead and opportunity management, sales forecasting, and reporting. That being said, the responsiveness and quality of assistance can be inconsistent at times.

While the plans are generally cost effective and offer good value, certain essential features are restricted to higher tier plans only. For example, Zoho’s new AI sales assistant, Zia, is only available to Enterprise and Ultimate plan users. And while a Free plan does exist, it’s highly limited in functionality and serves only for testing purposes at best.

Still, Zoho CRM is a versatile choice for small businesses looking for a solid hub for their sales and customer facing teams. But, I’d recommend it only if AI features aren’t a priority to your organization, unless you’re willing to spend $50+ per user per month for one of the higher tier plans.

I recently had the opportunity to test drive Workbooks CRM, a cloud-based platform aimed at midsize businesses. After spending several days exploring its features and capabilities, I've come away impressed with the value Workbooks delivers. It is clear that Workbooks is one of the best CRM platforms on the market. This is a fully-integrated CRM solution, not just a collection of modules. It provides tools for sales, marketing, support, order management, and more in a unified interface.

What really sets Workbooks CRM apart is its hands-on approach to implementation and support. The vendor works closely with each customer to tailor the system to their unique needs and provides ongoing consulting to ensure they get the most out of the platform.

While it may lack the vast third-party app marketplace you find on platforms such as Salesforce CRM, Workbooks more than makes up for it with attentive service and an extensive feature set at a very competitive price point.

So, let's dive in and examine the platform in more detail.

Workbooks core capabilities

Workbooks CRM offers a centralized database for contact management and account administration. I can easily store and organize detailed information about my customers, including their contact details, communication history, and any relevant notes. The system automatically links contacts to their associated accounts, giving me a clear overview of the relationships between individuals and organizations.

It also makes it easy to log all my customer interactions, including emails, calls, meetings and notes. I especially appreciate the ability to restrict access to sensitive notes, ensuring that private information like contracts and agreements stays secure. The platform also excels at mapping relationships between people and organizations, allowing me to visualize my entire business ecosystem, including customers, partners, suppliers, and even competitors.

When it comes to sales, Workbooks offers a comprehensive set of tools for lead and opportunity management. I can capture leads directly from my website using customizable web-to-lead forms, then track the effectiveness of my marketing campaigns by integrating with Google SEO tools. Workbooks automatically routes new leads to the appropriate sales rep and provides a clear view of my entire sales pipeline. Built-in sales forecasting helps me predict revenue and track quotas.

On the customer service side, Workbooks streamlines case management with its ticketing system. When a customer submits an issue, Workbooks automatically creates a ticket, assigns it a reference number, and routes it to the correct team member based on rules I define. I can set priorities based on urgency and monitor SLA compliance to ensure my team is meeting its commitments to customers.

Workbooks comes with a wide array of pre-built reports covering sales activity, pipeline health, forecasting, and more. Dashboards are fully customizable, so I can put the KPIs that matter most to my business front and center. If you need a report that isn't available out-of-the-box, you can easily create your own using Workbooks' reporting wizard. However, I have found the report building process to be a bit less user-friendly than some other areas of the system.

For employees in the field, Workbooks CRM offers mobile-optimized versions of all its core features, so I'm never out of touch when I'm away from my desk. I can quickly pull up a contact's information, log a call, or update an opportunity from my smartphone. GPS integration allows me to easily log visits to customer sites, and I can even dictate notes via voice recognition. Workbooks CRM has clearly put a lot of thought into empowering users to enjoy maximum productivity wherever they are.

Finally, while Workbooks CRM covers all the essentials quite well, its extensibility is somewhat limited compared to larger players like Salesforce. It doesn't have the same vast ecosystem of pre-built connectors for third-party apps and integrations. This can be a challenge for data-driven enterprises that rely on multiple sources of business intelligence, but smaller organizations should find it enough to meet their needs.

How easy it Workbooks to use?

As someone who has used a variety of CRM platforms over the years, I found that Workbooks offers one of the smoothest user experiences in the market. The layout is clean and uncluttered, clearly inspired by the aesthetic flaunted by an earlier generation of Windows PCs. It’s gentle enough for new users to get up and running quickly, while still providing robust features for power users and administrators. I was able to start using basic functions with minimal training, thanks to the logical organization of menus and features.

The platform offers a high degree of flexibility to tailor the CRM to your specific business needs. I was able to easily modify field names, create custom workflows, and build personalized dashboards to track my key metrics. Workbooks also provides an extensive library of templates and configuration options, allowing me to set up the system to mirror my unique sales process.

In terms of onboarding and training, Workbooks offers a wealth of resources to help new users get acquainted with the platform. The company provides detailed documentation, video tutorials, and regular webinars to guide users through the various features and best practices. I found the step-by-step guides particularly helpful when I was first learning to navigate the system.

Workbooks also offers formal training courses, both online and in-person, for those who want a more structured learning experience. These courses cover everything from basic navigation to advanced administrator functions, and include hands-on exercises to reinforce learning. Every trainee receives a comprehensive manual that serves as a valuable reference guide long after the initial training.

Perhaps most impressive is the level of personalized support Workbooks CRM provides during the implementation process. The vendor assigns a dedicated success manager to work closely with each client, providing guidance on configuration, data migration, and user adoption strategies. This white-glove approach ensures a smooth rollout and helps organizations start realizing value from the CRM as quickly as possible.

Workbooks integrations

Out of the box, Workbooks offers pre-built integrations with several popular applications, such as Google Workspace (formerly G Suite), Microsoft 365, and Mailchimp. Setting up these integrations is a breeze, often requiring just a few clicks and minimal configuration. While the number of pre-built integrations available in Workbooks is nowhere near as vast as Salesforce or HubSpot CRM, it’s still enough to serve the needs of most small-to-medium-sized businesses.

For more specialized needs, Workbooks offers a robust API that allows developers to build custom integrations with other systems. The attached API documentation is comprehensive, with detailed descriptions of endpoints, request and response formats, and code samples. For those of us who need to use custom integrations but aren’t comfortable using the API, Workbooks also integrates with iPaaS vendors like Zapier for seamless no-code automation.

Workbooks also has a pretty unique approach to data synchronization. The platform uses a sophisticated conflict resolution system to ensure that data remains consistent across integrated systems. If a record is updated in multiple places, Workbooks CRM intelligently determines which changes should take precedence based on factors like timestamp and user permissions. This gives me confidence that data is always accurate and up-to-date.

CRM integrations can pile up over time, often leading to unnecessary sprawl. That’s why Workbooks CRM offers tools for monitoring and managing integrations using a single dashboard — so you don’t lose track. The Integration Hub allows administrators to view the status of all integrations, monitor sync logs, and troubleshoot issues. This can be incredibly useful for resolving sync errors or performance bottlenecks.

Overall, I've been quite satisfied with Workbooks' integration capabilities. While it may not have the largest ecosystem of third-party integrations, the platform more than makes up for it with its iPaaS integrations, API, and real-time data synchronization features. The integrations I've used so far have performed well, plus there’s always the option to build your own using iPaaS tools or the API.

How good is Workbooks customer support?

Workbooks offers a comprehensive range of support channels to ensure that users can get help whenever and however they need it. The primary support channel is email, with a dedicated support email address that is monitored during regular business hours. I've found the email support to be highly responsive, with most of my inquiries receiving an initial response within an hour or two.

For more urgent issues, Workbooks also provides telephone support. The support team is available by phone during extended business hours, and I've always found them to be friendly, knowledgeable, and eager to help. On the rare occasions when I've encountered a technical issue with the platform, the support team has worked diligently to diagnose and resolve the problem in a timely manner.

In addition to the live support channels, Workbooks offers a wealth of self-service resources to help users find answers on their own. The online knowledge base is particularly impressive, with a vast library of articles, tutorials, and FAQs covering every aspect of the platform. The articles are well-written, thoroughly illustrated, and frequently updated to reflect the latest features and best practices.

Workbooks also maintains an active user community forum, where users can ask questions, share tips, and learn from each other's experiences. The forum is moderated by Workbooks staff, who often chime in with expert advice and guidance. I've found the community to be a valuable resource for discovering new ways to use the platform and connecting with other users in my industry.

Finally, beyond the usual support channels, every customer is also assigned a dedicated Customer Success Manager who serves as their primary point of contact and advocate within Workbooks. They take the time to understand each customer's unique needs and goals, working closely with them to ensure they are getting the most value from the platform. I really liked this white glove approach to customer service, which is often missing from other small business CRMs.

Workbooks pricing and plans

When evaluating a CRM platform, it's crucial to consider not just the raw cost, but the value it delivers relative to that cost. In my experience, Workbooks CRM offers exceptional value for the price, thanks to its flexible pricing model, robust feature set, and generous free trial period.

Unlike many competitors that offer complex tiered pricing or charge separately for different modules, Workbooks has just 3 straightforward plans: CRM, Business, and Events. The Standard plan at $43 per user per month, includes all the core CRM features most businesses need, such as sales, marketing, and customer service management. The Business plan at $88 per user per month, adds advanced functionality like order management and invoicing. Events is targeted at those running large scale events and comes with lots of helpful event booking and management tools.

This simple structure makes it easy to understand exactly what you're getting for your money. It also means you don't have to worry about hidden costs or being nickeled-and-dimed for features that should be standard. Workbooks' pricing is also highly competitive compared to other major CRM providers. For example, to get sales, marketing, and service features with Salesforce, you'd need to subscribe to multiple clouds, potentially costing thousands of dollars. Workbooks delivers the same at a fraction of the price.

Workbooks CRM also offers significant value through its consultative approach to implementation and support. Every new customer receives a co-funded workshop to tailor the system to their unique needs, as well as free consulting days. For organizations that want to try before they buy, Workbooks offers a generous 30-day free trial.

Workbooks CRM FAQ

Workbooks CRM review: Final verdict

After thoroughly evaluating Workbooks CRM across 6 key categories, I've come away impressed with the platform's capabilities and value proposition. Workbooks excels in its core CRM functionality, providing robust tools for sales, marketing, and customer service. The platform is intuitive and user-friendly, with extensive customization options to tailor the system to unique business needs.

While the third-party app marketplace is not as extensive as some competitors, Workbooks offers seamless integrations with iPaaS vendors and a flexible API for custom development.

But the most striking takeaway from this review is Workbooks' dedication to customer success. The hands-on implementation support, comprehensive training resources, and responsive ongoing service set Workbooks apart in the CRM market. Coupled with transparent and affordable pricing, Workbooks delivers exceptional value for growing businesses.

With a strong track record of innovation and a clear vision for the future, Workbooks is well-positioned for continued success. For mid-market organizations seeking a full-featured CRM with outstanding support, Workbooks CRM is a no-brainer.