Zoho CRM for Gmail
A quick way to manage and add leads, contacts to Zoho CRM from Gmail.
Total ratings
4.00
(Rating count:
72)Review summary
These summaries are automatically generated weekly using AI based on recent user reviews.
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spammy, or outdated. Pros
- Ability to add new leads or contacts without leaving Gmail.
- Allows viewing CRM information directly from Gmail.
Cons
- Does not allow selection of users on an email thread to add to CRM.
- Lacks search functionality in the 'All Accounts' section.
- Multiple steps required to access specific client opportunity pages.
- Limited support and numerous bugs.
Most mentioned
- Issues with user selection in email threads.
- Multiple steps needed to access specific information.
- Lack of effective support.
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Recent reviews
Recent rating average:
1.60
All time rating average:
4.00
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| Date | Author | Rating | Lang | Comment |
|---|---|---|---|---|
| 2024-10-23 |  | | en | It says CRM Plus trial expired even though I am logging in with a Zoho One user. Yes, at one point in time this may have been a CRM Plus trial, to do some testing with, but right now I'm just logging in with Zoho One. This is unfortunate. |
| 2024-01-31 |  | | en | I Used it in the past, and tried to reinstall now, but the new login with Google Auth did not work. Tried to reach out to Zoho CRM support and was sent back to Google Support. I will get lost.... |
| 2019-10-02 |  | | en | EDIT JULY 2023: the purpose of this app is to allow us to easily and quickly open a zoho page from gmail. Unfortunately the app FAILS TO ACHIEVE THIS. Here are the steps involved to get to a client opportunity page: 1) hover over the client's email address in gmail, a pop-up appears, click that. 2) sidebar opens showing contact page for client, click opportunity tab in sidebar 3) in opportunity tab, click link to opportunity page 4) yet another screen appears showing a link to open opportunity page, click that There are FOUR STEPS to get to the page I need when it could easily be TWO. All you have to do is show links to all related client pages in the sidebar from the very start. Simple. Two clicks. Done. As the app is today, it's faster and easier (ie, less steps) to just open zoho in a browser tab, type the client's name and hit search. Because I have the "selection search" extension installed, I can do it even faster that way. Question: why spend the time and money building an app that doesn't achieve it's basic goal? It's a classic case of an engineer developing something without the user experience in mind. I first gave this feedback years ago and there has been no improvement since then. That is why no one on my team is interested in this app, and why I'm uninstalling it for the second time. I'll check back again in a couple of years to see if any progress has been made. |
| 2023-03-06 |  | | This used to be great. BUT their updated version doesn't let you choose which user on a given email thread you want to add to the CRM. It's so bad that on an email between me and a single prospect, if only gives me the option to add Myself to the CRM! Useless. | |
| 2023-03-06 |  | | en | This used to be great. BUT their updated version doesn't let you choose which user on a given email thread you want to add to the CRM. It's so bad that on an email between me and a single prospect, if only gives me the option to add Myself to the CRM! Useless. |
| 2023-02-08 |  | | Has value, but a long way from Salesforce Gmail plugin The most valuable feature is adding a new lead or contact without leaving Gmail. The shortcoming, is that Zoho CRM for Gmail only recognizes the most recent sender in a thread. Unlike Salesforce, which detects all the to: and cc: participants on an email, Zoho does not. Simply put, this means that when one sends an email of introduction, the introduced party is not detected by and offered by Zoho for addition as a lead or contact. Only the sender is detected and offered. If the sender is known, which is the common condition for referrals, then Zoho CRM for Gmail provides no value. A more valuable version of Zoho CRM would offer a list of "related" individuals gleaned from the email addressees. | |
| 2023-02-08 |  | | en | Has value, but a long way from Salesforce Gmail plugin The most valuable feature is adding a new lead or contact without leaving Gmail. The shortcoming, is that Zoho CRM for Gmail only recognizes the most recent sender in a thread. Unlike Salesforce, which detects all the to: and cc: participants on an email, Zoho does not. Simply put, this means that when one sends an email of introduction, the introduced party is not detected by and offered by Zoho for addition as a lead or contact. Only the sender is detected and offered. If the sender is known, which is the common condition for referrals, then Zoho CRM for Gmail provides no value. A more valuable version of Zoho CRM would offer a list of "related" individuals gleaned from the email addressees. |
| 2022-01-21 | | | worst ! | |
| 2022-01-21 |  | | en | worst ! |
| 2021-12-28 |  | | Main gripe is that there's no search functionality for the "All Accounts" section, and on top of that, the accounts are then not organized in any discernible fashion (not alphabetized, etc). Works alright when you want to add a task or calendar event from gmail, but other than that it has too many bugs and shortcomings to be relied upon. |
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