Zoho CRM is a leading customer relationship management platform that businesses of all sizes can rely to manage sales, track marketing campaigns, and gain customer insight within a centralized, collaborative environment. Using Zoho CRM, users can set up and customize that platform according to their personal preferences and incorporate all necessary data and workflow to maximize its features. Zoho CRM is also available on a free plan and scales gradually depending on features needed.
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Segment |
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Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation |
Languages | English |
The Best Part of Zoho CRM is managing the Lead, Deal and Sales Report.
In my opinion, All thing is good in the Zoho CRM tool.
Every salesperson's main problem is managing the sales from Lead form, deal form and many other things. So the Zoho CRM helps us handle all the activities from Reports or dashboards.
I love the Dashboard setup and configuration options, as well as the ease of use whenever building and navigating my call lists
I don't have any major gripes about zoho, but sometimes the 'Deals' page can be a little harder to navigate. Would be easier if it automatically re-organized when you updated the contact or account profile.
It is helping us do a much better job tracking our 'new customer outreach', while providing an excellent platform to track our sales data and analytics on a weekly basis!
There is so much you can customize so you can use it for pretty much any sales type thing. It's easy to connect soft phones and set up users as well as the entire pipeline and there's so many ways to filter leads and keep track of everyone it's a great crm and it's not nearly as expensive as other ones that do similar amounts
There's nothing specific except that I spent maybe an entire month just learning how to set everything up. It is a TON of information but all of it is very easy and accessible in their help page they walk you thru everything without needing to speak to a person at all
It's a great crm for a small company we only had 8 sales people on my team and I needed something that made sense cost wise and would help us get through thousands and thousands of leads some very hot and some completely cold zoho made this very easy and we ended up getting through them all
Super easy to use and has many functions. User friendly & customizable!
Not much. Reminder settings seem hard to personalize, so getting unnecessary pop-ups.
Great for managing client leads and campaigns. Gaining lots of time for the sales process and client follow-ups.
Overall Zoho CRM is best platform for all business process
According to me I don`t dislike any thing within CRM. But sometimes support team doesn`t support properly.
Our complete business process we have setup on zoho and it is functioning smoothly with the help of blueprints and automation rules
It helps in lead management for the organisation
It can be more user-friendly for new users.
It helps in lead management of the software.
Zoho is the user friendly and very easy to understand
we are unable to sort the lead with call status
Sorting out all my leads to check the update of my sales
Everything is good in Zoho Like managing the lead, deal, and especially the reporting part.
All the things is good as per my openion.
As per my opinion Zoho is solving problems to manage leads, deal and to create the activities dashboard as per your requirement.
I like how effectively and efficiently we can manage accounts, create deals and keep a follow-up on the same, also the in-depth detailed reporting of all the activities.
there is nothing that I can think of as of now.
Being a salesperson in the corporate department I need to keep in touch with every single client we are dealing with and keep a regular follow-up on the accounts associated with me, which has been made very easy for me through Zoho.
Zoho Helps In to filter the leads accordingly .
It can Improve in its user interface to make it user familiar
Helps to reach the correct lead at the correct time .
Data base is clear. Mostly like to bifurcate the field as per requirement.
UI could be much impressive. Rest are fine.
CRM management. To manage the client data along with the deals.
It helps to keep track your clients data and sales records and updated with your sales and reports
When we try to generate reports it is very difficult for me.
It is help me to updated with my lead and deals so I will updated with my sales and I can see my hole year sales record and reports.
It helps to keep my client data and it helps me to track the status of my sale
Making reports is difficult task in Zoho
Zoho helps me to track my client's details and sales status and it helps me to keep updated with my sales
Still with trial version and have a lot to explore.
If you are a beginner with CRM you may get lost.
Setting reminders for Vendor contracts renewals
Ease of use and the low price to use with it. Also how Zoho has so many other apps that integrate well.
Integrating the email did not work seamlessly, it created another account and users need to switch between accounts.
Tracking sales person performance and helping them know who to contact and for sales person handoff.
Zoho One is platform where you can manage everything regarding your business and customer, From billing to inventory and customer desk and reporting everything are in one platform that is awesome.
Little bit pricing and mailing system is little bit slow, rest everything is perfect and great.
Basically Zoho One solved many problems Regarding managing Inventory from different different vendors and Billing of customer sending mails to customer and Managing help desk for customer and many more options are their to use. Basically you can manage your whole business with zoho One you will find all tools which are required to manage a business l.
Zoho crm is self explanatory UI and easy to use and it cas be easily integrated
Thete js nothing to dislike about zoho crm
Systematic capture of lead details inone go
Zoho CRM is the best software for keeping your sales prospects in track, its a one stop platform for all your sales prospects leads and it gives all the relevant information on how your campaigns performed with your prospects. It helps your keep your prospects data acting as a data repository as well. Its a powerful reporting tool.
The downside or dislikes would be the cost, although it does offer a list of features free of cost. But for a full-fledged ecosystem environment for organizations using Zoho CRM, it could be a little pricey.
The entire campaign's capabilities, the amount of heavy data it supports and the scheduling feature for email campaigns are the best. It also helps in team management as well assigning tasks via admin is one of the strongest features and I love it.
The filters are so easy to use and sort out the data. Easy user interface.
There was nothing which I disliked. Everything was perfect.
Customer data and managing it. It's benefiting me in the ease of access to this data in my own way.
Zoho helps to keep all of our business deal information organized in one location.
I cannot think of any. There has been no issues with Zoho CRM yet
They help to keep all our information organized, where details about each customer can be edited and viewed by our different departments