Zoho is honored as the Best CRM of 2025 by Forbes Advisor

We at Dotsquares, a company that specialises in helping businesses with their digital transformation, are excited to share big news from our main technology partner. Zoho CRM has received a significant honor as one of the Best CRM Software of 2025 by the reputable business magazine, Forbes Advisor. This award effectively reinforces Zoho’s mission to give companies the highest quality tools to help them create lasting relationships with customers and experience tremendous sales growth.

In-Depth Analysis of the Forbes Advisor Recognition

The comprehensive review process undertaken by Forbes Advisor was rigorous, focusing on dozens of platforms and assessing criteria critical to the daily operation and financial health of Small and Midsize Businesses (SMBs). Zoho CRM did not just rank well; it secured the top designation for “Best Value for Money.”

The Pillars of Zoho's Success: Value and Affordability

The primary reason for Zoho's top placement was its unparalleled value proposition. The report emphasised that Zoho provides a sophisticated, enterprise-grade feature set across its pricing tiers, starting with its generous, fully-functional free plan for up to three users. This feature-rich yet affordable scaling structure contrasts sharply with many competitors, whose entry-level tiers often lack essential tools. Forbes Advisor noted that for most SMBs, Zoho CRM represents a perfect balance of low operational cost and high functional utility, thereby guaranteeing a faster and more substantial return on investment.

Functionality That Drives Real-World Results

Beyond pricing, the editorial team at Forbes Advisor highlighted the practical strength of the platform’s tools. They singled out several features essential for daily sales management:

• Exceptional Task Management: Zoho CRM received positive feedback related to its intuitive organisation features and customisable Kanban boards. This is a visual pipeline that gives the sales team a way to visualise all deals and activities and track those deals through each stage of the process to ensure that no lead or follow-up task was missed. Recurring tasks also ensure that the same process is completed in order every time and frees up the sales rep from doing the same administrative task repeatedly.

• Overall, Customer Information and Deal Tracking: Your platform provides a 360-degree view of the customer, centralising every interaction - whether being from an email, a calendar event, or social media. Now a sales team has records, and visual sales pipelines, that allow them to make data-driven decisions at every stage of the sales department cycle.

• Full Workflow Automation: The reviewer also had positive things to say about Zoho's ability to automate complex processes, incorporating multiple-step workflows. This keeps the teams organised and simplifies the sales process by eliminating redundant or male-assignable tasks such as lead assignment and follow-up notifications or data entry - giving time back to the sales team to spend on selling and strategic conversations.

Customisation: Tailoring the CRM to Your Unique Process

A critical finding in the Forbes analysis was Zoho CRM's powerful customisation engine. While most platforms allow for minimal customisation, Zoho gives users the ability to customise the platform much more to fit and leverage the company’s unique business processes. Customisation features like the Canvas tool (letting users custom design the look and feel of the UI) and bespoke modules, ensure the CRM performs as a seamless extension of the company workflows and processes already in place. This relatively high degree of customisation minimises the disruption to the users, during the implementation of a new system and promotes higher acceptance of the software in the long run.

Our Commitment at Dotsquares

Being named Best CRM of 2025 by a respected, independent source like Forbes Advisor, it's a big moment and strengthens our advocacy of Zoho's technology. At Dotsquares, we empower our clients with software but we are much more than that; we are expert consultants providing the full range of services from the initial strategic conversation and ongoing strategy, through to implementation, customised configuration, and support. 

We are happy for our partner to receive this award - Zoho CRM being selected best CRM of 2025 illustrates yet again why when you partner with us at Dotsquares, you are getting the best in class, award-winning technology, and is designed to meet your business current and future needs. We continue to be excited about the technology we can deliver to our clients to help empower their success.