Zoho CRM Reviews: 4.1/5 — Solid Choice

I am very happy with the zoho CRM its very useful toll for daliy activities from sales point of view, Its been five years that I am using zoho in starting phase I only use to work as an exceutive So I only use leads and account option but from last two years as I am handling team of 6 memebers so its very easy to track there performace of daily activies via using dashboards and reports

as of now I dont think so is there chnages are required but yes we can definityly work on call logs part when we use mobile app for calling.

This is platform where we can manage client data and leads for te company, and we can get automatic reports, yes using zoho is more productive.

Zoho CRM is one of the most helpful apparatus for conveying each of the deals' work. It is not difficult to explore and putting away the client data is advantageous to such an extent that I can undoubtedly tap every one of the exercises.

It is great overall. No issues by any means. yet, now and again doesn't send appropriate updates on subsequent meet-ups over their application and it additionally doesn't adjust the information appropriately.

Assisting us with having all divisions utilize a solitary arrangement and consistent exchange of data and information access. Zoho One gives a general perspective on the business in regard to the pipeline, client necessities, registry, client issues, billables, and so on.

It is straightforward to find data and navigate It helps to manage massive amounts of data easily Helping in sales also.

Nothing to dislike, but there is a suggestion that please add more features in ui.

Lead management Data management

Comprehensive Feature Set: CRM provides a wide range of features to manager customer relationships effectively.

Integration limitations, while zoho crm offers integration options with popular business applications, it may have limitations when it comes to integrating with more specialized or niche software.

Keeping track of the project tasks and issues. Keeping track of the tickets worked on user basis.

Zoho CRM provides advanced sale process automation

Limited customer service ,no flexibly to meet demands of growing business

Common businesses problems ,gives end to end insight to the organization

la dinámica, es excelente, lo recomiendo. Lo tiene todo

me encanta todo, es genial. Funciona todo perfecto. Lo recomiendo total.

Se puedes gestionar la ventas, ayuda a automatizar las campañas de marketing.

I am a fan of ZOHO CRM, ZOHO DESK, ZOHO People & ZOHO CLIQ. I have been working on all of the above for 2 years and one thing that makes me happy is the simplicity of using those tools. The biggest challenge I faced back in 2020 during the early stages of COVID, as a Manager I was forced to lead a team online for the first time and communication &tracking are the 2 things that brought down the efficiency of me & my team members. After a lot of research and meeting with higher officials in our Organization, we ended up at ZOHO. Pricing, support & the usability of the ZOHO software help us to utilize the capability of the team even in those tough times and even know we are still using that software even though we are working from the office right now because we found using those tools helping us to deliver the better results as it is reducing the lot of manual work in tracking & communications. Our support team loves the ZOHO desk very much as it is well organized, previously we used to work on direct emails and the biggest thing we missed over there is the loss of proper tracking and also we missed lot of replies which backfired against our support. However, It is well organized as our support team is working with 100% efficiency.

The one thing I dislike with ZOHO is ZOHO only - I was fully addicted to ZOHO and whenever a client or person was asking for any recommendation regarding the business growth I am suggesting them to go and check in ZOHO. "It is that good & no one will find a loop hole in it"

Pricing, support & the usability of the ZOHO software help us to utilize the capability of the team even in those tough times and even know we are still using that software even though we are working from the office right now because we found using those tools helping us to deliver the better results as it is reducing the lot of manual work in tracking & communications. Our support team loves the ZOHO desk very much as it is well organized, previously we used to work on direct emails and the biggest thing we missed over there is loss of proper tracking and also we missed lot of replies which backfired against our support. However, It is well organized as our support team is working with 100% efficiency.

The Layout of Zoho is user-friendly. You can use Zoho easily. Also, you can track all the records, sales, finance and others. It helps our team get the revenue quickly, and our finance team tracks all the invoices and data.

Nothing is disliked in Zoho One, its the best CRM Solution.

In our organization, Zoho is solving the whole sales management, finance management, inventory management and many more. Also, my organization earns dollars of profit just because of Zoho. With Zoho's help, you can streamline all the processes required in every organization.

One of the standout attributes of Zoho CRM is its user-friendly user interface, which makes it simple for customers to get around and utilize the platform's features. The user-friendly layout helps to ensure that both seasoned professionals and CRM newcomers can rapidly adjust to the program and increase its potential. With customizable dashboards and drag-and-drop modules, customers can customize their CRM practical experience to suit their particular needs and gain an extensive view of their overall sales performance.

The thing I dislike about this application is that, there are several elements that some people may find less advantageous. Like Zoho CRM's extensive features and customization options may present a problem for first-time users or those not familiar with CRM programs. The training curve can be high, needing some time to effort to be aware of and make use of the full range of functions.

The most significant problem that Zoho CRM deals with is the spread and unorganized customer data that companies frequently experience. By centralizing customer data within a database, Zoho CRM will help companies maintain a holistic view of their customers. It allows users to store and access important details for example, contact details, communication history, lead status, and purchase history in one place. This centralized approach removes the requirement for manual data tracking, reduces data duplication, and enhances data accuracy and reliability.

I love the customizable modules and workflows.

Not all canvas features translate to mobile app.

Trying to solve tracking of accounts across multiple states, communications, work orders, and streamline quoting.

The reporting of zohoband dashbord which we can customised as per the requirement also support is very good . Aprat from this you can prepare n number of reporting like calls status and sales status

For example I want to share more than one account with number of person then we have to do such activities one by one. So share option needs to be improved.which will be really helpful

The reporting of the team members and customer management is very good we can easily manage and we can set the task reminders and calls reminders which will be time efective and easy way to manage the regular activities

Zoho's best part is managing the whole organization process related to Sales, Purchase, Admin, HR and many more. From a sales point of view, its very help me to grow sales either from new or existing accounts.

Nothing is disliked in Zoho CRM, as per my thinking.

The main problem is that every organization manages client data, purchasing, inventory and invoicing. So Zoho One is the best solution to manage everything in a single client. Trust me, my organization adopted Zoho CRM and saved lots of dollars to use this.

Zoho CRM, the very likely CRM software which is used by almost every 2nd person. I have had an amazing experience using Zoho which caters to the business needs of the large-scale enterprises. It is one point solution to hyper manage all operation including sales pipeline, forecasting, automation, task management, managing marketing campaigns, rich analytics and best is, it can be easily setup.

Not much but pricing & Zoho Customer support is something needs to be given importance. Many a times i have connected to different customer representatives and been answered differently for similar queries. I suggest Account Manager concept will definitely reduce the escalation.

Zoho CRM helped my team to overcome difficulties to have a clear understanding of sales forecasting. The task management is very robust it led to timely connection with clients resulting in more deal closures.

Probably, one of the most robust tools in today's era, with almost every functionality that an organization looks forward to.

There was, but it has been rectified, too, in terms of the UI improvement.

As I briefed earlier, I have used one of the phenomenal platforms so far. It has leveraged the standard and created a benchmark for any new CRM tool entering the market. I look forward to utilizing the tool with more and more enhanced versions.

Lo que más me gusta de trabajar con ZOHO ONE es su capacidad para simplificar y centralizar todas las operaciones empresariales en una sola plataforma. Esto significa que no es necesario lidiar con múltiples sistemas o aplicaciones independientes, lo cual ahorra tiempo y esfuerzo. Además, ZOHO ONE ofrece una integración perfecta entre todas sus aplicaciones, lo que facilita la colaboración y comunicación fluida entre los equipos. La simplicidad y la coherencia son aspectos que realmente puedo valorar de ZOHO ONE.

Para algunas empresas que ya utilizan sistemas o herramientas especificas que están muy integradas en su flujo de trabajo, es posible que encuentren ciertas limitaciones o falta de integración completa con ZOHO ONE. Aunque ZOHO ONE ofrece una amplia gama de integraciones y API´s, algunas empresas pueden necesitar ajustar un poco sus procesos existentes o realizar adaptaciones para lograr una integración perfecta con ZOHO ONE. Creo que es de suma importancia evaluar cuidadosamente las necesidades especificas de tu negocio y considerar si ZOHO ONE se ajusta adecuadamente a tus requisitos y objetivos empresariales antes de tomar una decisión

Me ayudó a la fragmentación de datos y falta de integración al proporcionar una plataforma centralizada y completa, tambien, en la ineficiencia en la colaboración y comunicación interna. Me dio las herramientas para mejorar la falta de visiibilidad y control de las operaciones comerciales. Y lo mejor es que me ayudó en gestionar la complejidad de mantener clientes y ventas en un mismo lugar.

Client Script and Standalone Functions..

Subforms incorporate with client script not working properly

incrideble

Zoho One ürünler topluluğunun ihtiyacı fazlaca karşılaması. Gerekli olan bütün toolların bir araya toplanmış olması ve bu sayede ürünleri birlikte kullanmak için harika bir fırsat.

Bazı alanlar için sınırların olması ve bu sınırların genişletilmesi konusunda çok çaba sarfetmemiz gerekiyor. Bazı konularda daha esnek daha rahat olmalı diye düşünüyorum.

Müşteri adayları ve fırsatlarını yönetmem konusunda bana çok yardımcı oluyor. Müşterilerin fırsat yönetimlerinin her aşamasında bütün verileri zoho da çok kolay ve ayrıntılı yönetebiliyorum.

You have instant access to your contacts, leads, notes, and deals using the Zoho CRM mobile app. Additionally, it makes it simple to call prospects and customers straight from the app on your phone. For iOS and Android, the mobile app is accessible.

The number of users and other features that are available to low-tier Zoho CRM users are restricted. For instance, the free plan limits permits a maximum of three users, and AI features are only offered on the more expensive plans. Additionally, on cheaper plans, you might not locate the apps you're looking for.

Similar to creating macros, which are collections of tasks you may trigger to complete all at once, Zoho CRM enables high-tier plans. As a result, you may create a macro for lead nurturing that includes tasks for calling the lead, setting a task for follow-up, and sending a series of emails.

I like how easy it is to learn and teach to use. It is an elegant, simple CRM with a fast interface. It has everything you need from the moment you sign up. Integrating other applications and having an extensive file of our clients is effortless.

In some steps, when carrying out integrations, I had particular problems with the information, and some duplication of contacts, perhaps due to ignorance. Eventually, it was possible to debug and correct this minor inconvenience.

A complete follow-up of all the activities we can carry out with our clients. Generate quotes and invoices. Be clear about the stages in which the work proposals are. Campaign tracking

Zoho one gives me to manage my attendance and other at one portal. The portal is simple and easy to use.It allows to regularise my attendance and provide me option to request for rembursmi ment.

There is no such factor that I dislike the Zoho but sometime it takes time to load or some MFA didn't work but it is very rarely otherwise there is no such problem in zoho

It is solving attendance problem.In today scenario the work from home is quite normal and it is very hard to HR to check the attendance time if there is Zoho so it is very beneficial for Company.

The interface and Features are easy to use.

Somehow slow in some parts when dialing.

Client records and data management.

Creating Leads in just few seconds and easily changing the stages in the CRM. The best part is to transfer the leads to the team and getting the report directly from the CRM.

Nothing as such. But sometime zoho crm is not getting updated unless and until you don't Refresh it. It is happening of some website traffic or sometimes due to network issue.

Creating prospects leads not required to hunt alot and spend time on this. Team needs to only focus on the closure instead of hunting leads. Yes, our business performance increased very well.

Zoho CRM is an excellent tool for managing customer relationships. The ability to customize fields and workflows to fit your specific needs is a huge advantage, and the automation features save a lot of time and effort. The sales forecasting and reporting features are top-notch, allowing you to track your progress and identify areas for improvement. Overall, Zoho CRM is a great investment for any business looking to streamline their customer management processes.

Zoho CRM can be overwhelming for new users. The user interface is not very intuitive, and it takes some time to understand how to navigate and use all of the features. Additionally, the reporting functionality could be improved, as it is not as robust as some of its competitors. Finally, customer support can be slow to respond at times, which can be frustrating when you need assistance with a problem.

Zoho CRM solves the problem of efficiently managing customer relationships and benefits users by streamlining their customer management processes. However, some areas for improvement have been identified, such as the need for a more user-friendly interface and better customer support.

What I like the best is that you can integrate and create different modules and sections to better manage the follow-up of your deals, leads, and contacts.

In the beginning, it can be a little difficult, but when you start using it daily you understand how to use it quickly.

Not sure what problems they're working on right now.

It´s easy to use, it´s simple, you can learn how to use it quickly

It does not integrate with outlook email or other important tools

Project management and Sales CRM

Zoho is a full-fledged system for managing the sales pipeline, contact details and last conversation and meeting with the customer.

From Zoho, email goes in a box format, which I believe doesn't look good. It should go appropriately in an email format.

Zoho One helps me to keep my contacts mapped to the accounts and it also helps me to remind the last conversation I had with the client.

Zoho helps to track the activities and sales funnel of my team and it also gives to keep the better track of the activities on everyone's account.

Zoho reports are difficult to create and sometimes, notifications of calls doesn't pop up on phone.

Being the manager Zoho One helps me to create the track of the sales funnel of my team and I can easily tag someone to take follow up on Zoho.

ease of use . Easy integration with all applications . And constantly updating itself are my favorite features.

It's a bit sad that it has api limit ,workflow limit and various limits.

I can easily follow my customer candidates, contacts and contacts, sales opportunities and offers.

Zoho helps me to keep a track of my activities and meetings which in a way keeps me updated with my accounts. Mentioning the notes in accounts is very easy.

The least I like about Zoho is seeing the activities such as schedules or missed calls on desktop as it is a difficult task.

Zoho helps me to keep a track of my sales funnel and upcoming sales events. Also it reminds me of calls and meetings.

The best part of Zoho CRM is that you can create reports and dashboards per your requirement. Also, you can track every individual data, create invoices, inventory management, procurement management and many more thing.

Everything is so good, as per my thinking.

Zoho solves the problem of every individual salesperson, manager and also management to maintain the records. Each individual's main problem is to manage the Leads, Deals and accounts, so Zoho helps them to do the same.