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Zoho CRM Reviews: 4.1/5 — Solid Choice
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.
| Company | Zoho Corporation |
|---|---|
| Year founded | 2000 |
| Company size | 10,001+ employees |
| Headquarters | Chennai, Tamil Nadu |
| Social Media |
| Capabilities |
AI
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| 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 |
Zoho CRM Pros and Cons
- Extensive omnichannel customer support via live chat, phone and email
- High-level automation options for various sales tasks
- Tons of integrations with third-party tools like Outlook and LinkedIn
- Mobile version with access to visual reports
- Data security, integrity, and regulatory compliance built-in
- Not the best tutorials for beginners
- Integrations can be a little clunky
Compare Zoho CRM with other popular tools in the same category.
The ease of use! I find the CRM to be super easy to use, has the ability to customize to fit my needs, and top notch training and support.
Not much to dislike really. If I had to say one thing, it would be the price as it has a load of add ons in which I'd like to see all in one option as opposed to having to add on for things like Document signings, Email integration, etc...
I was having trouble managing all my business prospects and contacts. Was tired of so many spreadsheets and lost pipelines. This CRM has made me more organized and on top of my work.
Its easy to use. It can allow a lot of extension that make work easy.
SLA time notificarions are sometimes inaccurate
Customer relationships. I have found the right tool to help organize my interactions with a lot of customers in a short period
easy drag and drop project tracking steps anyone can follow. zoho meeting/cliq/drive, as well as people application, made our life easy. First time has ever seen complete task weekly,monthly tracking with remainder and priorities.
Zoho Drive is a very good tool, but there is no temporary access token available for the recipient to view the files/folders. We need to compulsory share the files with the specific people/group of people.
initially, in the previous platform, it became a very tidy process to track the entire project with a different class, but using Zoho projects it became too much easy to track a project at different stages.
The most advantage of Zoho is Zoho plaform has 40 different application. Any of them you can integrate in 5-10 minutes. Zoho CRM core of all the tools. You can almost get every tools you need, for your business, within Zoho plaform.
Zoho has lack of documentation. I have not found the document like Zoho CRM best practices, or Zoho CRM Best Practices for Real Estate
I have implemented more than 100 projects in Zoho CRM. I have never found any disatisfied customers/users
I like how Zoho Motivator makes work fun and makes the sales process way more enjoyable.
There is nothing I don't like about it. Zoho has really helped me become a better salesperson and has assisted in our team bringing in more revenue.
Zoho Motivator helps me get more out of Zoho CRM since the two sync with one another.
Unbelievable automatation opportunities. I was able to create different triggers and to optimize my marketing workflows.
I am not fond of the loading time. Zoho crm is a rage tool that is a little bit heavy for me
I was amazed with an integration with Zoho Survey to collect data and Zoho Campaigns to send newsletters. Together it works brilliant. However, I would prefer to have an integrationg with modern landing page constructors like Tilda or PlatformaLP.
Zoho CRM presents a complete management in the company's sales. We are able to monitor remotely and use all the resources that the software offers. It is possible to make meetings and presentations to customers making communication easier. Excellent sales performance. Sharing information with the team.
I have no criticisms to make at the moment. All the features offered have always worked very well.
We improve our sales and our workflow. We had a very considerable increase in revenue. The interaction with customers has improved a lot and everything is very effective, not to mention saving time.
Zoho CRM offers a wide range of opportunities to create a powerful system.
You need to know how to write functions or hire a responsible person
Zoho CRM helps to have all data about our customers in a one place and flow - contacts, activities, deals, invoices, payments and so on
Customization - having the ability to customize the system to my needs is huge. Dashboards are what drive my business
Nothing. Everything works exactly as I need
CRM for Real Estate that can do social media, campaigns, bookkeeping, track inventory, everything
How easy it is to set the appointment and to set a call back
I hate the fact sometimes it slows down and hard to use
easier to set call backs and to get to sponsors records
In my experience using Zoho CRM, I must say that it is an excellent cloud-based business management platform with many features that provide tools for sales and marketing automation with support, analytics and customer service functions, this platform gives us the ability to respond to customers in all channels and with the Zoho CRM sales assistant we can plan the right time to contact customers, I must say it's a very complete and smart platform with a really affordable price that helps us save a lot of money and has made our work related to marketing and sales management much easier.
Zoho CRM has some weaknesses that should be improved quickly, like the fact that it's problematic to try to customize the application can take a long time to get the right customization to your needs, it doesn't have a lot of tutorials to easily understand the features of the application, the virtual assistant is really innovative and smart but some features need to be improved and extended finally the technical support is very slow to respond and doesn't provide really useful solutions which is a problem because the program has a certain degree of complexity.
We use Zoho CRM to manage all communications with our prospects, current customers and contacts; because of the ease with which we can contact our customers automatically, it is mainly used by the marketing and sales department to manage campaigns and find relevant information about our customers so that we can respond intelligently and quickly to their needs; another reason is that it has many integrations that allow us to work with the G Suite, WordPress and other third party systems.
It contains all the tools you need to work on the web. Avant-garde designs, simple examples, professional guides and tutorials.
In order to understand the context of use, much longer must be applied than is offered. Which is an extra expense that should be considered when implementing the use of this tool.
Synchronization of data in the cloud with other platforms, analysis of files and data, up-to-date reports on optimal results, sales strategies and e-commerce.
Zoho CRM is a business management platform covering both small and large companies providing the tools necessary for greater productivity, within the tools offered by Zoho CRM we find functions of technical assistance, analysis, customer service, marketing and sales automation among other functions that give them infinite solutions to the company to respond both in real time and automatically to customers through easy handling and a wide agility within the platform.
Of the main things that can play against the Zoho CRM platform is when you want to extract a list of customers because the process is very difficult because it requires integration with storage devices and easy synchronization with other products, we also get that although they have an interface extremely easy to handle if this is not customized is wasted multiple functions of great importance
It is important to emphasize that Zoho CRM came to be implemented within our organization by great operational system because it has "Zia" this is the assistant of artificial technology that has this platform which gives you the great benefit of integrations with tools such as G-suite, Mailchimp, Evernote, among others in this way manages to show statistics of very relevant searches, within this function Zoho CRM solution operation within the industry because it gives us the ability to offer customers an easy synchronization and integration of different platforms only acquiring one that links them all.
I used the format to send out mass emails and it did everything that I wanted. I really like how easy it is to use and all the features it offers.
The only downfall that I have had is that I have thousands of leads and when I log off I have to go page by page to get to where I stopped, at 50 contacts at a time. If my next mass email starts at contact 2001, I have to click the next page arrow 41 times!
I have not solved any problems yet.
I like how easy it is to input data and organize my prospect accounts. This has saved me a lot of time and allows me to make more cold calls per day. I also like the leads aspect of Zoho which has helped me have more outreach to prospect clients
There is nothing that comes to mind about dislikes with this CRM.
The biggest problem I have solved is tracking sales activity from day to day cold calls. I am able to set reminders on follow ups and send emails at specific times to prospect clients.
The best quality is the thoroughness and functionality Zoho Constantly integrates into their product. When you invest in a vital infrastructure part for a company, the last thing you just need obsolescence as you want to get the most out of cash (using deals like Zoho One) you spend and stay competitive
Sometimes the interface is a bit heavy and on mobiles it is more tedious to get the most out of it, that's why we prefer to use it on computers
For our complete sales method we had to exchange tracks in several places and record the follow ups. We didn't want to lose any data and so we chose Zoho CRM, in addition our secondary intention was to be able to keep all our customer data organized and segmented in order to increase sales
Zoho CRM is one of best platform to manage business, It provide advance functionalities to user to solve business problems easily. We can target customers by using bulk email services of Zoho CRM, It is a customer relationship management software in this competitive market for data management. It is a powerful tool and its interface is very good for user to understand data results. We can easily customize dashboard according to business analytics.
No issue after using Zoho CRM for client business and it is fully secure for business to manage sales. Customer support team really to good to solve business query and need to raise a ticket for any problem.
It is complete marketing solution for business. Zoho CRM is cloud based automated software for business Sales and marketing. It is too much secure for business data to generate business leads. We can change page layout, design and advance customize options for business. It provides real time customer notification for business sale to grow business. Zoho CRM provides advance feature to manage business and gives multi user portal for customer, partner and other vendors to show business data according to their requirement. Zoho CRM is cloud based software to uplift business sales. We can easily remove business errors and improve sales dynamically.
1. It supports multiple services like CRM, mail service and many more
1. its customer support and backend API which I did not like
free mail services and customer ticket support
it is very useful for Cohort and Quadrant Analysis Contextual Form Builder.
Paid customer service and the interface of Zoho CRM is a little clumsy
Automating the routine sales and marketing is useful which in turn we can concentrate on customers.
Zoho's value for money is incredible. The robustness of the features and extensive customization makes it very versatile. The user interface is extremely intuitive, clean and practical. We get a lot of insights for decision making out this tool, and don't feel like it is a burden to input information and keep up.
We had to take the time to learn and adapt, as with any new tool. Very specific functions may require coding. Depending on your process and features you're interested in, a plug and play is not that recommended, because you would miss out on important information that would be crucial for your business.
Organize sales department. We make sure we are following up with all of our prospects and automate some communication with our existing clients. The main benefit is we get information of what works and what doesn't in our sales departments, so we can focus our business on closing the clients that best match with our offerings.
integration with Google Apps and our participation in the Google Apps Marketplace
High pricing for small organisations and maintainance
automation of various sales procedures like monitor products etc.,
Combined affordability and functionality makes it very efficient
paying higher monthly rate maybe a viable option for small business
Reports and dashboards are all available to a standard subscribers
There are various features about zoho that makes it a suitable candidate for the best CRM platform. What i like the best is the easy to use interface and readily available models. The technology of capturing data in table format from a piece of paper into digital input is brilliant.
There's nothing really i dislike abiut this app zoho.
Being a customer relationship manager at my firm i use zoho which frees up a lot of time for me to focus on areas other than generating, maintaining and analysing reports it is amazing how fast zoho is. It is the best software if you are looking to save up ample of time for your self.
Zoho has a robust suite of offerings that suit almost all of my internal business needs and provide UNMATCHED customer service.
Sometimes the User Interface on some of their products is not as smooth or sleek as competitors, which diminishes the excellence of their products to my team members.
Zoho CRM is the hub of nearly all of my business operations. From Sales & Marketing to data collection and analytics dashboards, it all connects to my CRM in some way.
Zoho CRM is quite flexible. We had very specific requirements for customizations and we were able to achieve it within the tools provided.
I am still a new user for Zoho CRM and so far so good. At this point, I couldn't find anything which I don't like.
We are using the CRM for automating the application process and linked with our website. So, the data from the website go to the CRM which we use to complete other processes in our organization.
Zoho CRM used to maintain the data of clients can be viewed any executive member and obtain required input without confusion.
Zoho CRM has a limited number options compare other software available currently.
Data management. Client information. Potentials and internal follow ups
I like that Zoho has a lot of integrations an that it has a lot of tools that you can use not jus thte crm.
The only thing about the Zoho crm that I don't like is that there are so many customizations you can make that it can be difficult for someone to use if this is the first crm that they are going to use.
Solve the problem of handling customer relationships more manageably. I like how the whole team can access it and you can restrict users based on their status.
I liked being able to send and store email in Zoho.
Other users could change information without my knowledge.
Zoho organized my prospecting and pipeline.
The interface is very user-friendly and with the premium account you can customize the accounts, contacts, dashboards, etc quite easily. There's also a good mass-import option and it's easy to keep track of different interactions with contacts. There is a good number of premade templates for dashboards and reports and it's easy to make new ones with your own criteria.
The customization features aren't as powerful as some other solutions. Also the events are a bit confusing when linking them to contacts - there are too many options and when you don't select the right one, the contacts don't appear as having participated in the event. There is also a problem with the pop up windows sometimes (need to resize in order to see the Save button). The bar at the bottom of the screen often gets in the way of viewing information and there doesn't seem to be a way to remove it.
We're able to store our contact information and our interactions with them. We can make custom dashboards to show all upcoming events and activities with different contacts as well as make reports to see what we have done with those contacts in the past. Overall, we get a good big picture view of our contacts and are able to create a company-wide memory to share among our team.
Great user experience,User friendly Application
I don't find any dislike function ,overall good
Stream line the sales process