Zoho Project for CRM is clumsy and not intuitive

Zoho Project for CRM is clumsy and not intuitive

Zoho Pdoes a lot of things right as a platform provider and I have to say the support we have received has been better than many of the other SaaS platforms we work with.  However, they do need to improve the diagnosing experience with their customers and get rid of old streams of discussion that really only help to confuse many people using the most current version of Zoho products.   

That being said, Zoho Projects promises a lot of fantastic integration within the CRM and the users of the CRM, so not being able to embrace it is disappointing.  The interface for creating multi-tiered or structured project templates is clumsy and time consuming.   Can it be done?  Yes, but it will take more time and effort than most people can justify.    It is much easier and faster in manty ways to build your project in Google Sheets and then use a Gantt Chart add on then work with Zoho Proejcts.   Another alternative is Smartsheets, it is perhaps the best example of how a project management tool should be able to be built from scratch using a simple spreedsheet type interface.  

Zoho should know where the line is when it comes to training users to use their platform and when they need to reevaluate their interface and instead use coding to make their platform easier to work with for their users.   Simply put.  Zoho you need to emulate a best in class leader, such as Smartsheets for their Zoho Projects platform.   Do that and you will get people migrating over and adopting its use.   Keep what you got now and you will continue to frustrate and chase away users.  

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                                                          • Zoho Projects - Q3 Updates | 2025

                                                            Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's Q3 saw some new features and
                                                          • Introducing Version-3 APIs - Explore New APIs & Enhancements

                                                            Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,
                                                          • Schedule Exports for Regular Project Updates

                                                            Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly
                                                          • Set Custom Business Calendars and Holidays for Global Teams

                                                            Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be
                                                          • Restore Trashed Records Anytime Within 30 Days

                                                            Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are


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