Zoho CRM Reviews
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6813 Reviews
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
A CRM for the Masses
Reviewed on 2020-05-07
Overall, I would strongly recommend ANY business to try it out. Check out the free version and...
Overall, I would strongly recommend ANY business to try it out. Check out the free version and you'll still get a lot of value out of it.
Their Paid versions are absolutely worth it.
We started off with a Free version and then graduated into 3 Pro Users and it was a great experience.
The Customer Support Team is EXCELLENT and they really spend the time with you to get you up and running and will offer other real-world examples. I feel they really want their product to work so they're dedicated in assisting even the novice amongst us.
Pros
This is a very low-cost CRM for Small Businesses that are interested in tying out to see if this can really work for them.
It beautifully and seamlessly integrates with Outlook and you can use ZohoCRM for most (if not all) your communications with clients and prospects.
The interface is easy to understand and you can get most things done intuitively.
Cons
Extracting out a list of all your prospects/customers into ONE Excel sheet became a painful experience because as simple as we assumed it to be it actually become fairly cumbersome. Maybe we didn't have the in-depth experience.
Alternatives Considered
Dynamics 365Reasons for Choosing Zoho CRM
Dynamics CRM was just too HUGE and complicated. So was Salesforce. I feel those Enterprise CRMs rely on hiring a team to work out the operational logistics and create their dream-CRM from scratch. Zoho had so much out-of-the-box. THAT truly won us over.Switched From
Dynamics 365Reasons for Switching to Zoho CRM
Zoho was just way simpler to implement and launch. We literally started working on it on day One.- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 2.0 /10
Good system but lots of settings
Reviewed on 2024-09-18
overall experience was so is better than the system that you have before. Lots of options and...
overall experience was so is better than the system that you have before. Lots of options and settings and we can bring all our contact information and client accounts and deals and quotes and also report from one system and the whole company can access it all at once and so we don’t lose any information anymore. That helped with not using paper anymore and bringing out the first 21st century, especially with digital signing contract and automatic notification when contacts are signed.
Pros
zoho crm is a great platform to bring all digital contracts that we have for our company together. We don’t need to use any paper anymore and have all our customer information in one system.
Cons
sometimes settings are very hidden, and some automations are not very self explaining. The design is not as modern as other platforms.
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 0.0 /10
If you want to keep your sanity, then stay away from ZOHO
Reviewed on 2018-06-22
The benefits this software provides is nothing more than any other CRM available. Keep records of...
The benefits this software provides is nothing more than any other CRM available. Keep records of your accounts, logs of communication, track your sales pipeline, etc. etc.
Pros
The CRM is easy to use. Unlike other CRM products, with Zoho you don't have to be an expert to get started. The interface is clean and easy to use. It doesn't have all the insane features that other products have, but that is what sets Zoho apart because they are trying to keep it simple for small businesses.
Cons
There's too many issues with this product to even begin listing. The application is buggy. I started reporting bugs to their support department but they occupied too much of my time and would remote into my computer and repeat the same steps over and over again, expecting a different result. I gave up on reporting issues. They don't even care to fix them anyways. The support is extremely poor. I'd rather have them offer no support than the support they provide, as you'll get even more frustrated with their support than not even having support at all. We had an "Enterprise Account Manager" which wasn't very responsive. Any unresolved issues with the application he would just send back to the support department (the same support department you'd been previously fighting with for months on petty issues) and then nothing would end up getting done. Based on my conversations with the account manager, I can confidently say that nobody in the organization has any clue what's going on. Nobody in the company has any empowerment to do anything, everybody acts like pre-programmed robots. There is a horrible communication gap between departments, nobody is on the same page, everybody just passes the buck thinking somebody else will take care of the issue. You can tell there is a pretty bad work ethic and culture. You'll get the run around and end up getting exhausted and give up. You end up having a second job just trying to deal with Zoho. It's quite simple, STAY AWAY.
- Industry: Transportation/Trucking/Railroad
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
ZOHO CRM CUSTOMER MANAGEMENT
Reviewed on 2024-07-05
I have looked around, researched, and tried out a few CRM's. So far I made the decision to use Zoho...
I have looked around, researched, and tried out a few CRM's. So far I made the decision to use Zoho as it fits our budget and has all the features we need at this point in our growth.
Pros
Able to manage clients and perform workflows and reminders of task for each client for different services.
Cons
Not so easy to navigate and use. I have a IT background so it is not to hard for me to navigate but for someone who is not too tech savvy, they will need some more time with training.
- Industry: Computer & Network Security
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Zoho CRM - a middleware to cloud usage review
Reviewed on 2024-08-22
So I was in a middleware team at builder.ai. The product on which I worked used to gather customer...
So I was in a middleware team at builder.ai. The product on which I worked used to gather customer data where they used to customise there own software. This customer data use to flow from our middleware to clouds like Salesforce, Netsuite, Zoho CRM. So here we had Zoho, this had implied rules for the data to enter in and get stored on any cloud. We had ticketing as well for customer service
Pros
I like the way the UI is designed, the way it is curated to address scenarios where the user is a non coder, has no or basic coding ability. I like the GUI based workflow management and its ticketing system
Cons
The costing is slightly high, implementing it requires skilled professionals and some training. The forms can be more expressive and features can be improved
- Industry: Think Tanks
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Amazing and Affordable CRM
Reviewed on 2024-08-22
it has been used for the past eight years and I feel like it has really scaled with our business's...
it has been used for the past eight years and I feel like it has really scaled with our business's growth. I would love to be able to assess how we have grown with Zoho
Pros
I love how intuitive and organized it makes all of my data about my clients and potential leads. It really formulates my data sets in a very logical manner
Cons
I wish that it had some built in AI. Having the ability to extract the information and help with automated tasks like writing emails, reaching out to leads, and conducting market research
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Cost-Effective CRM with Advanced Automation
Reviewed on 2024-09-03
My overall experience without Zoho CRM is very good because of its affordability and scalability...
My overall experience without Zoho CRM is very good because of its affordability and scalability make it suitable for businesses of all sizes, from small startups to large enterprises.
Pros
The best thing about Zoho CRM is it comes with powerful automation tools that streamline repetitive tasks such as lead generation, follow-ups, and email marketing campaigns.
Cons
As such there is no serious drawback of Zoho CRM but one thing is that moving data to and from Zoho CRM can sometimes be tricky, especially when dealing with complex data structures or large volumes of data. This can be a barrier for businesses transitioning from another CRM.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Zoho CRM has really transformed the way we manage our customer relationship
Reviewed on 2024-08-14
Pros
I like the robustness and how Zoho CRM is rich in features we can maintain every clients details ie past order history,projected sale etc with long term value if you set the params right.Additionally with the analytics and reporting it is by far the best analytics tool I have used .
Cons
The performance of this system is sometimes not the best, usually during large data set or pack usage.
- Industry: Automotive
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Zoho CRM - good CRM software
Reviewed on 2024-09-12
Zoho made a great CRM software at a good price, it integrates great with other Zoho apps which...
Zoho made a great CRM software at a good price, it integrates great with other Zoho apps which makes it very useful and versatile app.
Pros
ZohoCRM is easy to use and very intuitive. Everybody using it had no problems learning how to use. Something worth mentioning is that is very customizable and integrates easily with other apps.
Cons
There are no things I dislike for this app.
- Industry: Publishing
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Why i love using Zoho CRM
Reviewed on 2024-09-07
Pros
I like it’s ease of use and implementation with the best features and integrations.
Also it’s customer support is amazing.
Cons
I have nothing to highlight as a dislike towards it.
- Industry: Computer Hardware
- Company size: 10,000+ Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Much more than a sales app
Reviewed on 2019-09-30
Zoho CRM has prooved to be one of the most fascinating tools I've ever used and implemented, it's a...
Zoho CRM has prooved to be one of the most fascinating tools I've ever used and implemented, it's a very user friendly, highly efficient and incredibly easy to integrate tool. I saw Zoho CRM becoming the perfect tool for many different companies and it blew my mind. The whole tool makes data connectivity, organization, maintainance and traceability incredibly easy if well implemented and used.
Pros
I love the way it integrates so easily and smoothly with the rest of the Zoho apps and even other supplier apps. Another MAJOR feature of Zoho CRM is how extremely customizable it is, I was lucky to use it and also implement it into other companies and I became a fan of this tool because it adapts to so many different businesses and processes, from hospitals to water irrigation, finance and accounting to events organization, entertainment, sales, education... I saw Zoho CRM becoming the perfect tool for many different companies and it blew my mind. The whole tool makes data connectivity, organization, maintainance and traceability incredibly easy if well implemented and used.
Cons
Nothing, sorry, I got in love with this tool, the only thing I don't like is people not using it correctly sometimes and blaming Zoho when it "doesn't work", the tool is magnificent, and if well implemented it can boost your business and help you standardize your commercial processes, digitalize your commercial operation.
Alternatives Considered
HubSpot CRMReasons for Switching to Zoho CRM
For its features and the cost/value advantage over other tools.- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Zoho Desk - Ticketing Support
Reviewed on 2020-02-11
We receive more than 10 tickets per day from our users, regarding support IT requests, Zoho desk...
We receive more than 10 tickets per day from our users, regarding support IT requests, Zoho desk has been the solution in order to have just junt software to manage all that requirements in just one place and avoid to lose that urgent requeriments in the email inbox.
Pros
customizable, stability, easy to use day by day
Cons
At the beggining is complicated to understand how to set up, specially if this is the first time you use a ticketing software.
Alternatives Considered
FreshdeskReasons for Choosing Zoho CRM
Because we start using Zoho CRM and someone from Zoho advised us that Zoho Desk may cover our IT Support needs and we decided to try it.Switched From
FreshdeskReasons for Switching to Zoho CRM
To use just one Brand software that allow us to integrate another Zoho's products that we use.- Industry: Education Management
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
My Favorite Email Service
Reviewed on 2020-08-06
If you are just starting out with a business or company and you want to make your business sound...
If you are just starting out with a business or company and you want to make your business sound more professional, you really need Zoho. I had a great experience,even signing up with multiple email addresses. Now I just have the one email address and have a professional email completely for free. However if you want to have more flexibility, you may need to consider the paid plan. There are really not many cons when it comes to Zoho.
Pros
This is a free or very cheap email service depending on the plan you choose. I like this because my business is just starting out and I want to save as much as possible. Zoho is a great resource because it has all the functions I need. It integrates with my website, sends and receives emails and is fairly easy to use. It also comes with a calendar and a place to store notes and bookmarks.
Cons
I am on the free version, which means that I can only access it on my computer device. The paid plan is really inexpensive and something worth investing in if you want to answer emails in a more timely manner. It may take a bit of time to get used to the interface if you've never used it before or you are switching from another email service.
- Industry: Professional Training & Coaching
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
Everything you need straight out the box
Reviewed on 2022-01-14
We are learning that the way we were qualifying leads and moving them through the sales funnel...
We are learning that the way we were qualifying leads and moving them through the sales funnel could be made a lot easier using Zoho.
Zoho has made it a lot easier to see what sales are coming in and from where.
Pros
Social, email and CRM functionality are all housed in one place.
The email campaign section makes it easy to warm leads up before sending them to the CRM module.
Easy to set tasks for the sales team and then report on what has or has not been followed up.
Cons
There's a lot of functionality and application within Zoho, I don't believe we will get around to using them all.
The email Campaign section doesn't always pull the correct stats back through to the CRM module.
There is no ideal process of qualifying leads, we had to seek external support.
Reasons for Choosing Zoho CRM
We wanted more functionality and Zoho was very competitively priced.Switched From
Act!- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
Zoho CRM is very good, but it's not brilliant.
Reviewed on 2022-10-05
It's very good at delivering against the key tasks of CRM, but it's not amazing. Also, it's a lot...
It's very good at delivering against the key tasks of CRM, but it's not amazing. Also, it's a lot more expensive than it used to be (approx 100% more expensive now, than when I first started using it).
Pros
It's relatively cheap (approx $40 per user). It does everything I need from CRM (Contact Management / Sales Pipeline Management / Sales Order Management / Invoicing) relatively well.
Cons
The interface always has been (and seems like it will always be) a bit clunky. I've also always hated that those arriving at the early stage of the sales process (Leads) cannot automatically be moved to 'Contacts' / 'Prospects'. I find this infuriating.
Reasons for Choosing Zoho CRM
Zoho CRM better at the tasks i required. Easier to learn on the job. Zoho is quite simple to use, especially when compared to Microsoft Dynamics.Switched From
Dynamics 365Reasons for Switching to Zoho CRM
Zoho much simpler than Dynamics to learn and use. Zoho much cheaper than Hubspot, which have an amazing knack of 'not having the tools you need (within the current package you pay for!).'- Industry: Financial Services Software
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
One of the top CRM solutions
Reviewed on 2023-09-22
100% Satisfied with the product, support, updates, and price.
100% Satisfied with the product, support, updates, and price.
Pros
The value for money is excellent compared to other tools in the sector. Also, the capability to create custom functions and integrate with proprietary and non-proprietary solutions is very useful.The user interface is very intuitive and clear. The customization process is very simple, most modules do not require customization because the preset data responds to general needs.Also, you can create a custom module to capture specific data, this can be related to the base modules, making all your data linkable.
Cons
Documentation can be outdated, but customer support has a lot of knowledge.
Alternatives Considered
Salesforce Sales CloudReasons for Choosing Zoho CRM
Simplify operations and adopt new personnel without needing existing trainingSwitched From
Dynamics 365Reasons for Switching to Zoho CRM
Price and features- Industry: Hospital & Health Care
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
ZOHO CRM works well enough
Reviewed on 2024-02-26
Generally quite good within the realm of what is already established in the system and can often...
Generally quite good within the realm of what is already established in the system and can often help with custom code functions for features that aren't readily available. Implementation was mostly left up to us with support when asked for. Other companies we looked at would have done the implementation for us, which, if you have the budget, will definitely help speed up and streamline your process.
Pros
Aesthetic and general ease of use. Workflows are generally easy to implement. Most of my staff seems to have gotten the hang of things pretty quickly. HIPAA compliance was a must for my small medical business, and ZOHO CRM was able to provide.
Cons
Missing some key features - or example, tasking a group rather than an individual, seems to be a feature that many people have been asking for, for a long time (several years), but has yet to be developed. Another example, the Deal Kanban View is nice, but if you want to see only one pipeline (regularly, set as your default), this isn't possible. You have to select that pipeline manually every time you go into the deals view.
Alternatives Considered
LeadSquaredReasons for Choosing Zoho CRM
Lack of HIPAA compliance, and lack of features within our budgetSwitched From
HubSpot CRMReasons for Switching to Zoho CRM
pricing was much more competitive for a small business like ours.- Industry: Telecommunications
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
Zoho CRM allows for customization and effective lead handling.
Reviewed on 2024-05-13
For the most part, Zoho CRM is a functional program that will allow a company to set up a system...
For the most part, Zoho CRM is a functional program that will allow a company to set up a system that works, without breaking the bank.
Pros
Zhoh CRM is fairly easy to use and set-up. As with any CRM there will be areas where you wish it could do more, but overall it does what it needs to do to be a decent CRM.
Cons
There are not as many places that you can customize the areas you would like. It makes it a little frustrating at times. Also, there are functions that have been asked for for years from the community that still have not been implemented.
Alternatives Considered
Salesforce PlatformReasons for Choosing Zoho CRM
Cost and function. Zoho allowed for many of the same features at a cheaper pricepoint.Switched From
Salesforce PlatformReasons for Switching to Zoho CRM
Cost and function. Zoho offers an inexpensive alternative to Salesforce. While it might not have all the bells and whistles, it does most of what you need to do.- Industry: Recreational Facilities & Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Zoho CRM, One of the Best for Small Businesses
Reviewed on 2016-11-04
I run a small business and I evaluated many, if not all of the CRM's available to small companies....
I run a small business and I evaluated many, if not all of the CRM's available to small companies. By far, Zoho offered the greatest functionality, ease of customization and overall value in price. Zoho offers the ability to create mail merge templates - one of my criteria when choosing a CRM - few others if any offer this. Also, I love that I can see when a client or prospect has opened or read an email, right from the application. Reporting features are fantastic too! I was even able to add a Zoho code to my website so now all new leads come directly into Zoho and receive an email immediately from me. Overall, I can now contact my prospects faster and close sales faster. I can manage my clients better with great detail right on their records and my one team member and I can better communicate through the CRM and even assign each other tasks. Although I highly recommend it, I do wish Zoho had live Chat Help. Takes a bit to get a response when you need help. That said, overall, best CRM, best value for small businesses that want to see and understand where their business is related to sales, sales pipeline and customer management.
Pros
Functionality: Mail merges, email templates, customization, reporting
Cons
White the new version has some great new features (seeing when a client opens an email), it is also harder to find the customization modules and I hate that Events I create automatically are marked as closed when the date arrives. Sometimes events do not actually occur, or I have to get to them the next day - I use events to do important tasks. I want to be able to mark it closed. I want to be able to mark any activity closed in a very fast, easy way... just a check, done. Also, wish the activities would show in the calendar, not just events. Wish I could see what my team member sees on her calendar, especially when we share an event.
The creating a call function is too cumbersome and too many steps, you have to scroll down, etc. Make it faster, easier... takes too long. Wish there was a faster way to even log a quick call... reminders need to have more options like 1 week out or 2 weeks out, even 1 month out.
Really do not like that I cannot see my screen (lists) of prospects or clients at a glance as it only shows a few at a time, you have to go to next page - font is too big, too. Dashboard is not very customizable and doesn't give me the ability to put in the reports I created and want to see... getting help is ridiculous. I have to "chat" - send a message basically, then I have to wait for a response. Need to be able to get answers and help faster.
- Industry: Computer Software
- Company size: 201–500 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
The New Era of Customer Relationship Management - Zoho CRM
Reviewed on 2019-11-18
I prescribe Zoho CRM on the grounds that it has demonstrated to be an exceptionally productive...
I prescribe Zoho CRM on the grounds that it has demonstrated to be an exceptionally productive instrument and is extremely simple to coordinate, I consider Zoho CRM is an ideal device for an organization, since you can see upgrades and surprising deals development in a brief timeframe, this amazing programming makes network, association and information follow capacity are anything but difficult to work, I truly suggest it since it gives an incredible assurance to its clients.
Pros
Zoho CRM is an unbelievable assistance that for quite a long while has enabled us to collaborate with clients and increment income of the organization, this product truly gives a generally excellent encounter to its clients when working, actually this stage is extremely creative, this administration enables us to contact clients in practically all stations from phone, email, live talk and diverse informal organizations, has an alternative that gets continuous warnings when clients connect with the organization progressively, enables you to quantify the proficiency of correspondence with our clients. It spares time since it has a few mechanization choices, for example, computerization of each part of the organization and dispenses with the separate undertakings that require a great deal of time, so their clients have a superior execution, permits to robotize the procedure of dedication of potential clients and can exploit the upsides of every one of the individuals.
This product has the choice to quantify and deal with the business execution of the organization all through the domain, likewise has an alternative to utilize that enables you to discover in a moment any data you need from CRM information with the assistance of [SENSITIVE CONTENT HIDDEN], additionally [SENSITIVE CONTENT HIDDEN] gives propelled gauges of potential client understandings that can eventually make it all work out, and one of the highlights that I like best about this product is that it has a clever caution, which enables you to recall the assign
Cons
Zoho CRM extremely more often than not excessively I use it has worked effectively, on an individual level I have not had any awful experience working with this product, yet anyway some of the time its UI is typically moderate, and each activity requires another page burden, and I have seen that approaching messages are not synchronized, yet these little subtleties don't think of it as a major issue that anticipates working with this product, it truly enables us to work easily to perform various capacities with this stage.
- Industry: Retail
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Zoho CRM
Reviewed on 2020-10-23
I have had an amazing experience using this software. So much so, that I recommend this CRM to all...
I have had an amazing experience using this software. So much so, that I recommend this CRM to all my business development clients when starting their companies. The ease of creating and accessing tickets, attachments and emails on a clients file to access the parent data and contacts for authentication purposes, allows the call to flow seamlessly. Details are always time stamped in case data needs to be verified which makes it very secure with employees and contractors accessing company information and customer files. They offer a free version that includes many things that other paid CRMs do not include, just a wonderful product for a fraction of the cost.
Pros
I love the ease of access with managing and accessing important data for both vendors and clients alike. You have the ability of sending email campaigns directly from the applications and links it to the independent account. You can add authorized contacts under ever parent account and customize as needed.
Cons
The time it some times takes for a support ticket to be addressed. Apart from that I have literally had no issues with the product.
- Industry: Financial Services Software
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
CRM tools that worked
Reviewed on 2022-05-16
All the years of experience with Zoho CRM has been wonderful and has helped our sales and marketing...
All the years of experience with Zoho CRM has been wonderful and has helped our sales and marketing team to manage our lead and new client.
Pros
It's been a terrific experience thus far. Getting help from their customer service team via quick chat, some of whom are pretty helpful and educated, is probably the best option. The only way to resolve some problems is to make a phone call, but that's not an option here. Inconvenient as it may sound, callbacks are available, but they may be a pain when the person you're calling has already made an effort to do so. Email correspondence, on the other hand, may go on for days before things are resolved.
Cons
There are moments when I get confused about the platform since it's so complicated to configure and figure out various aspects. To me, they appear to be copying Google Workspace, but I like it. I'd love it if I could make my email software look and work just like Gmail. In addition, I'd like to see additional video lessons on the site. Because of its enormous scope, it needs a team with deep expertise to implement it effectively.
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Very good and excellent CRM, Complete, dynamic and accessible, easy to use and available on...
Reviewed on 2018-06-28
t is a very useful software for the operations of purchase and sales of the company, all operations...
t is a very useful software for the operations of purchase and sales of the company, all operations can be managed quickly and this allows us to obtain income faster than the result of these operations, the accounts of our suppliers are constantly monitored by their action in real time with only an Internet connection and over time, all operations performed, as well as doing business. in general it is a very useful tool.
Pros
Good Zoho CRM, is a very useful tool to manage the relationship with customers, helps us to inspect the commercial work with customers, provides us the option of making reports which allows us to streamline the process of buying and selling with our suppliers, On the other hand, another fundamental and important aspect of Zoho CRM is that it is economical and thanks to its easy handling of the platform it helps us to increase our turnover and revenues to the company.
In general, it is a very robust software when it comes to monitoring purchases and sales and something very significant is that it allows us to interact and link with social networks such as Twitter and Facebook. This is important since nowadays all companies have these platforms. social networks, additional account also with a mobile application that allows us to be connected to our operations outside the office.
Cons
What can be said about this application is that it should improve a bit in data security, since I work in the banking sector and because confidential data can be vulnerable because it is a software that is in the cloud. Also to be in line with the application, if you do not have an Internet connection you can not enter, but the minor details are this kind of problems. I would like to find a solution with which you can work online, but somehow maintain the data locally.
- Industry: Health, Wellness & Fitness
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Perfect Balance Between Affordability and Benefits, Suitable for any Customer Relations Needs
Reviewed on 2023-11-09
Over the years, Zoho CRM has really gained popularity in our organization. It offers a range of...
Over the years, Zoho CRM has really gained popularity in our organization. It offers a range of benefits at a really affordable price. It has really elevated our sales, marketting and customer service aspects to greater heights. We have been able to maintain our long time clients and attract new one. We can now comfortably say our clinic has grown courtesy of Zoho CRM
Pros
Zoho CRM is a tool that we have found quite critical in the management of our sales, marketing and customer service aspects of our business. It's setup and implementing process is uncomplicated and comes with a user friendly interface which simplifies the utilization experience. Being a web based app it is compatible with our computers and even available in a mobile app making it's accessibility such a breeze. We have experienced lots of benefits from Zoho CRM. From being able to connect with our customers through the various channels. It provides emailing for easier record keeping of responses from email, calling through the telephony feature that allows us to schedule calls and follow up with clients through calls and social media where we are able to manage our different page profiles and check on clients feedback. Also we are able to segment customers for ease of recording and appointment scheduling. Events management is easy, we are able to invite clients to any events from the customer database. Lastly Zoho CRM perform deep analysis on the different facets of the business and generate reports that help us track progress of the business
Cons
Honestly Zoho CRM is a blend of lots of benefits. I really have nothing against it
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 6.0 /10
You get what you pay for
Reviewed on 2018-04-09
Unlike my other review, I only used Zoho as a user, not as an administrator. I can't comment on...
Unlike my other review, I only used Zoho as a user, not as an administrator. I can't comment on the customer service, as I never had contact with them. I'm aware of the pricing as I shopped them before choosing the CRM my team uses now.
Basically, this is a great free database, accessible by multiple users. It is not a great pipeline tracker. It is not a great system for an efficient data entry process.
Pros
The best thing about Zoho is that it's free for up to a number of users. Great for a small business who doesn't have a budget for CRM yet and needs somewhere to store information and search it later. It can be simple to use. I always look for a system that you can enter a very minimal amount of information into in order to store a lead or prospect. Zoho is definitely capable of that.
I have used this in conjunction with inside and outside sales teams together. It was simple enough for the inside team to look up an account that calls in to see if they've had contact with an outside rep, and vice versa. It's nice that it has a mobile app, though when I stopped using it it was still the least intuitive/useful app I had on my mobile devices.
Cons
I've used other CRMs, and I noticed that using both Zoho and another (Salesforce) it is very common to happen upon duplicate prospects in the system. It seems like the way an account is entered is not as intuitive in detecting that the account already exists. I've used others that will suggest any contact, address, phone number, name or business that already exist in the company's pipeline literally as you're typing them. With Zoho it's more like you look up each data field first on your own to be sure the account doesn't exist before entering it.
That can be pretty tedious for an already tedious job like assisting our reps with data entry. The result is lost notes, because some are on one of the duplicates and some are on the other. I've seen this particular problem cause a lot of lost time and energy for outside reps in particular, who go out to an account not knowing the most up to date information about it.
I also found the other tools to be less useful than in other CRMs. For instance, generating a report on your pipeline and what stage the accounts are in. Other CRMs in a similar price range are easily capable of telling a user how many prospects are in follow up or final stages of the sales process. While using Zoho, I actually tracked my pipeline on my own separately using a spreadsheet. It was easier and more intuitive than the CRM offered. Now, leading a team, I would not use this CRM and this would be a big reason why. I can't imagine trying to track the progress of our leads via a team using this CRM's tools.