Zoho CRM Reviews & Product Details

The program takes about half an hour to learn and is fairly intuitive. Manages thousands of records and leads, makes them easy to retrieve, filter, and use to create lists.

Some things are less than 100% intuitive - for instance, data export and import with field mapping. This can be a bit frustrating

I'm using Zoho to find and qualify leads. I've been able to create better quality mailings as a result and had fewer returned mail pieces

Ease of integration of apis. I used zoho books specifically.

The requested per second is relatively more minor since I get pretty many asked to process per second.

It was generating invoices for a subscription. It was easy to understand and integrate.

The organized way and ease of access to the relevant information

This CRM has everything which an organization requires

We can monitor the process from lead generation till billing

Zoho makes the workflow smooth and helps to track tickets and tasks easily. This ultimately ensures customer satisfaction.

Zoho CRM is slow at times and the interface is not that user-friendly, can be tweaked to improve the ease of access.

Daily official day to day communication with client and other operational activities.

The easy way to creat tickets and use it for all communication. Organization is super supportive for all your requirements.

Nothing as of now. I would have mentioned if any

Having tickets in place. team productivity nd reports. Ensure to have everything documented.

It's is a good opt for small business as it provides you an option for client management as well as have a live chat with your client

The customer service is not upto the mark. The dashboard can be a bit difficult to handle

We have implemented our chat window with zoho also have the ticketing portal. It is easy to keep a track on your customers to group them and connect with them. Also the crm has many good advanced features.

I like getting all my customers and opportunities here, I like the "opportunities" section where I can use the kanban view to have a great overview of all my opportunities and I can create from here all tasks that I need to follow up and in that way, I can't miss any of them. I like also the report section so my team and I can see the sales wins of the month and the forecast for the following months in order to decide on a proper target. Other parts very useful is the possibility to integrate with Aircall (phone system) and Woocommerce to get synchronize all customers details.

I don't like the quote function. as with the professional plan I can't really customize my quotes so I have to create by myself. I don't have any other complaints as I'm quite happy with it.

Zoho helped a lot our company, especially the teamwork as it's very handy to check the history of the client so if one of our team members is off we can check the client account and go back to all the emails, notes and attachments that were sent out and in that way we can understand the customer needs.

Features and attributes, dashboards, and mailer arrangements

Complex user experience, sometimes it is very difficult to remember how you navigated to that feature the last time if you are not a frequent user of the application

Saving all the business contacts based on the business collaboration, sending business mailers, sales analytics

Interactive Interface and freedom for customization

relational longer flow in multiple folds

I am using it for lead conversion. The conversion ratio is improved by 2%

Like the user interface of the product. Like the alerts and various options given for the use. Very easy to get hands on experience. The dashboard options is also very helpful

When it comes to customisation it takes time

We have used it for all CRM related activities. Tickets, addressing customers queries etc

Managing CRM is absolutely easy. Users require minimal training to understand and utilize the platform. Reports are easier to create. The way the CRM is structured is very simple yet intuitive. The platform provides flexibility for automation. Very simple to create user segments, update user attributes, and send emails. The platform helps in managing the domain reputation by automatically cleaning email lists. Once an email is sent and it bounces, the CRM will mark the email as Invalid and also attribute it across all other ZOHO products like ZOHO Campaigns.

Reports can be more intuitive. Data upload and download features have line limits, which makes mass uploads and downloads very difficult. The view creation only supports 25 filters (which include multiple filters for the same field). Any customization on the CRM specific to the organization has to go through the support team which has its own TAT. For most issues, it is easier to google a solution than to connect with their online support and wait for query resolutions. Also, automating tasks/communications becomes complex and often fails due to user errors.

Gives us a single source of truth between Marketing, Sales, and Customer Success functions.

Zoho is very useful for small businesses looking for an easy-to-use CRM without paying the expensive user fees associated with larger CRM providers. One can find most of the critical functionality that other CRMs have in Zoho, which will benefit from tracking and mining data for your customers.

Not very much. For a small company/business it is perfect.

Being able to track opportunities and determining funnel health.

full suite, integration of support, accounting and CRM

no intereception of WhatsApp and Signal calls, no "timer app" where I can select my current tasks when working to automatically fill timesheets.

running the operations and following on activity of employees.

Automation of daily tasks and monitoring of customer accounts from the Zoho CRM database. Measuring of how teams/individuals are performing and creating of forecast reports.

Zoho CRM has vast of features that require a lot of customization before you get started, therefore you have to be well trained on how to go about it.

The mobile app gives me freedom of control of my our customers even when I am out of the office. Zoho CRM tracks the behavior of our customers and links them to the products and services we offer categorizing them as contacts.

The fact that it gives you so many dashboards is why it's an attractive overall CRM solution. For our firm, we've been using lead and consumer discovery the most. Zoho has worked well because it enables simple buyer, prospect, tenant, lease modifications, and processing invoices, reports.

I believe Zoho charges more than small companies like my company is worth. For this purpose, we have to keep an eye on all agents to make sure they are using Zoho and don't spend extra money to do so.

I can send a number of job emails and still have excellent support for my clients.

Easily integrate with ZOHO CRM and automated a few HR processes and Email tracking part worked very easily.

As such not any part which I didn't like but as ZOHO CRM is easily integrated

HR management-related process which is a mundane task we have automated and hence the time required to process HR activities in ZOHO CRM took very little.

Zoho CRM is a great software tool for compiling together the customer leads across the 9 regional offices our company has. It makes it easy for our executive team to not only track the status of those leads, but to compile spreadsheet versions of the leads to be shared with upper management.

While the CRM filter settings are impressive, it can be a bit difficult to navigate for new users. Once you learn how to set up filters for custom searching, however, it becomes much easier.

I am solving the problem of determining where our regional offices are with processing customer leads and whether or not the appropriate steps are being taken with each lead.

Zoho CRM offers complete solution for CRM and sales-marketing problems. And the best feature is that its all online and completely integrated! There is an Outlook integration plug-in which is really brilliant. It saves so much time and keeps track of contacts so that we don't have to. Running campaigns, monitoring the progress is all made easy.

The outlook plug-in, in some cases fails to log in and falsely shows that the credentials given are incorrect. But after reaching out to the Customer care, it was promptly resolved.

We need to run campaigns all the time. Zoho CRM has made it easy for us to plan, run and monitor campaigns. Its easy to learn too. Creating very intelligent campaigns that help us build and further our business in a more efficient manner. The campaigns can then be tracked for progress through the reports. The reports are very helpful in analyzing the campaigns and pointing out where changes or modifications need to be made.

There are many channels from which it is possible to work within Zoho CRM, since the platform enables integration with social network profiles, instant messaging systems, e-mails, and much more, so it is easy to contact customers.

Zoho crm is not integrated to platforms that serve to manage technical assistance tickets, so you can not count the interactions you have through services such as Zendesk within our management without the prior creation of some report.

Zoho crm is the best platform to manage the communication with each client of the company, and to obtain a bigger control of all the organizational process of its databases, and of its invoicing reports since its first purchase.

It helps to give multi-channel customer support via phone, live chat, email and social media. Zoho Crm provides high level automation, it is highly customizable No additional surprising costs. Over 100 third party integrations you can get, including LinkedIn, Zapier, Google, Outlook and more. It gives opportunity of 15-day free trial period and has a free plan for up to 3 users which is great for small businesses. Provides data security, integrity and regulatory compliance. Crm is multilingual featured. It has a holistic calendar management. Within Crm you are able to import / export data. Moreover, Crm help to predict sales feature to assist with data enrichment, email sentiment analysis and more.

It is sad that Zoho Crm offers a mobile version only for paid plans. Can be hard for beginners to deal with and tutorials should be developed. It does not provide attendance service. No "import" option from emails or web browser during registration

Thanks to the Sales Signals on Zoho CRM, when my potential and existed customers open my mail, send me a message, or call me, these actions will be sent directly to your CRM system as a notification. So Zoho Crm helps me to manage communication deals as well as follow up the potential sales.