Zoho CRM Reviews & Product Details

Hands down. .the fee I pay per month to use Zoho CRM is excruciatingly low for the services. I get to use the CRM in addition to integrated mail templates, the daily quota for emails, contact management, invoice management and so much more. Update: It's been4 years since I upgraded to a Zoho One suite membership. Zoho CRM works wonderfully well with integration to Zoho SalesIQ and Zoho Campaigns

Zoho CRM as part of the Zoho One suite is really powerful. Individually, they can add some more features that can make it stand out like integrating SalesIQ which can track visitors on the website and can enable chat conversations with them. Some features like these can make it better than the likes of Hubspot and other CRM solutions. Update: The feature has already been added. Please ignore the older review point.

Lead and Sales management. Newsletters Contact/Vendor Management Lead generation through website or other web managed forms that I created with Zoho Social with Zoho Social

Lead saving and easy to configure its very usefull

Not good interface due to whcih i had to change

easy to save the leads

Easy Integrations User friendly Interface Marketing, Finance and Sales Automation Custom Workflows Easy Import/export modules Multiple and customizable reporting formats.

They need to work on Marketing Modules and sales Enablement Section. User level customization can be made more simplified. The Mobile application needs some optimization.

Enabling Sales, Marketing and Finance to work in sync. Automate Campaigns, Sales Reporting and Finance related tasks. Custom Invoicing and proposals Track Revenue and Sales activities.

The integration for software externals by Apollo io, and different sectors and canvas is very good

The Zoho CRM no is automatized activists in the software

Otimized time in the registered for activists and monitoring people's action

The pricing options based on the number of power users and business users. Easy to use and integrate the tool with other external systems (marketing automation, revenue recognition systems)

Customizations based on automating certain processes are super hard. The acceses are provisioned only to power users and the dependency on the support for every change is frustrating

Helped our team in maintaining the opportunities as per the funnel. The scheduling options are quite easy with easier rules on when to design a followup email to leads and opportunities

Zoho CRM has been a handy manager. It's very customizable. It gives a diversified platform and the latest technology for business development. It's automating the process using workflow automation.

The phone calls and email integration via the app are complex. if you will work on this would be great

Reporting and dashboard, Navigation from contact level information to account level information. And automated workflow and email logs is perfect. Provdies you with an ample field to store information at contact, lead, account, and opportunity levels

Crm lead creation, zoho voice integration and sales forecasting

Pricing is high, so they should give discounts to old clients

Client integration and closing deals

Zoho is a very simole yet powerful crm platform including inventory management and other accountability features too, one of the most interesting thing is that we can do full transaction on zoho crm from purchase orders to providing delivery notes and invoices too

The thing I diskliked that zoho can partner with more e-commerce giants like the Dukaan, flipkart the more it gets involved with more e-commerce giants It get more recocnization

Zoho crm is solving inventory management problem and It is helping a lot of businesses which can not afford many employees at a short span of time I provides an full automated process of order processing including each and every steps from inventory management till logistics

The fact that you can track marketing campaigns is a plus. Zoho is very useful for putting a timeline on your campaigns and tracking their progress. Great for larger marketing teams

Zoho needs to be able to integrate more seamlessly for certain Apps and maybe even social media applications such as hootsuite. As a marketing team you may want to see how your social media posts perform.

Zoho has made it easier for my marketing and sales team to stay on top of sales. It also provides an excellent way for management to monitor how the sales are doing.

The simplicity of the dashboard The synchronization with other Zoho products

Nothing as of the moment but more visuals can be added to the dashboard

Being able to track all customers is a headache, with Zoho CRM it was easy

Zoho is one stop solution to use. It has Vault feature is best for using in organization.

It should also have daily task facility for employee to feed daily task in simply way. That also means some company do not want to track billable and non billable things.

For our organization, it's giving servies which has many add-on features. I.e Vault,Leave Tracker,Attendance, POS Integration,LMS,HR Letter and many more.

The fact that we can manage our clients efficiently

Sometimes it erases your filters when you want to search somethings

no one actually

I loved their dashboard which captures all the data in one place. I loved the way we can automate the workflow and customer journey that is most important when it comes to sales. It is so easy that anybody can build a workflow on ZOHO CRM. They also have excellent analytics tools that helped us with our customer insights.

Their telephony integration can be improved as we faced issues at times while calling the leads and getting missed call notifications. They could also make the chat platform more robust as there are delays when the chat comes in.

Our sales executives love the platforms as it makes their job easier. Unlike other platforms where you need to use different platforms to perform different tasks, ZOHO CRM has everything that you need to sell. We conduct sales meetings using the CRM, manage and segment leads and manage the sales pipeline. Selling becomes fun when you have a great tool like ZOHO that allows you to do everything needed to sell.

I like how user-friendly it is for me and my assistant.

Slight learning curve to understand the CRM terminology.

Streamlining my client base and incorporating with Zoho.

1. It's detailed in terms of CRM features 2. Easy to use 3. Easy to setup 4. Affordable pricing 5. Awesome Support

Nothing as such they're prompt in terms of their product update.

It helps us in tracking, following and converting the prospects to customers. Campaigning and Analysis

We are a small business and are not programmers or IT professionals. We needed a CRM that we could easily start and implement immediately. This answered all of our needs. There were lots of groups online that also helped because we were doing it on our own.

As we began to onboard, we had a few questions. Googling helped, but when we needed customer service (which we did once or twice) it took a very long time for anyone to get back to us. I know that we were a small company, but we did not get assistance.

this was our first entry to a CRM system. We are trying to learn how to track leads, follow up with potential customers and streamline templates for frequently asked questions. Now that we better understand what a CRM is, we better understand the importance.

This application is very user friendly, easy to use & most importantly stable. We don't have to face stuck issue. It works very smoothly. In this modern/growing everyone needs to provide quick service to their clients. If your system will not work fast it won't be possible to provide quick response. ZOHO CRM is very well designed & stable software..

Nothing. I don't have anything to mention as dislike point

Data storage and organization,Customer analysis and segmentation,Reduced manual processes.etc

Best tools for small to midsize businesses, and even most enterprises

nothing, all features are cool for sales & marketing

sales management software, CRM, pretty good CRM for first timers

1- User experience 2- Filter 3- Dashboard

Direct calling feature should be there. It will be much convinient.

Easy to access million of customer data. In a simple manner with a user friendly dashboard.

Zoho one provides an integrated solution that helps to run the business, Various applications like Zoho projects, CRM plus,Sprints,cliq, etc can help to better plan and track the project and ensure effective communication. You can deal with a large number of datasets and that helps to market our business. Also, the product pricing structure helps us to manage the budget as you have to pay for the user which you really required for certain operation.

Few applications like CRM, To fulfill the business need you have to do with a lot of customization, limited support sometime stuck the work. The forms quite not much customizable which leads tech limitation and have to find other alternative

HR solutions help us to manage the employee payroll and other activities, projects and sprint helps to manage various projects which run simultaneously. cliq help to make team collaboration more effective. CRM helps us to automate various business needs which after all saves time and help us to connect with more customer, The performance , revenue and prediction became easy to understand with the help of various inbuilt charts