Zoho CRM Reviews: 4.1/5 — Solid Choice

We are able to customize the service to exactly what we need to manage our clients.

I wish they would update some of the email settings. Specifically, scheduling emails for a later time, the quick options are not practical at all.

We are able to track client requirements with tasks. Mass emails are great.

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

Zoho is extremely easy to use and cheap. It is perfect for SMEs because the cost is low and the onboarding of internal employees is easy as well. Since all the apps are tightly integrated, data flows seamlessly between apps and between departments i.e invoices created in CRM are available in Zoho Books for finance team to look at, employees added in Zoho People are available in all other apps to give easy access.

Zoho One is not created for big companies, once your company scales up, most of the Zoho apps will start causing issue. Zoho one apps are built by bringing most common use cases from all the domains and do not cover individual needs that an organization must have. There isn't a lot of room for customization which is needed a lot in big companies. Hence, you can use Zoho one while you are a small to medium company but as you grow you'll have to switch

The biggest problem Zoho One is solving is creating apps within budget. Getting a suite of more than 40+ app for $1 is a boon for startups and small bootstrapped companies where every dollar count. Anyone can create apps, there is huge competition there, you have hubspot, freshdesk but all these are expensive. Zoho is cheap and covers all the generic use cases an SME can come across and that is what benefits me

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

i like that everything is accessible, from my calls to my payouts. Makes it very easy to keep organized

I don't like how the tabs are labeled with the previous account name. I would prefer at least my schedule to say calendar at the top so I don't have to search for it.

They added the estimated pay time, which i love and im sure that HR likes it to

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.

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 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

So much in one place! My leads/contacts, email newsletter, calendar, and so much more all in one place--connected.

Updates are often done without my knowledge and I have to change how I'm used to doing something in the CRM. And it can get expensive if you keep adding on.

Makes scheduling and keeping track of my leads very easy. It syncs with my phone an tablet also so that is helpful.

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

Zoho is alwaysbest crm product.because when we using crm. It is best customer relationship managment software like emails and communication with people and company oriented people also

Some times several slow but end of the all the problems solving for customer relationship kind of way. It's good to use and best software also I like to use this

Mailing and customer relationship and giving domain with less price and storage in mails we can big files also that's great to use for Zoho crm best and crm also

The best about CRM is that you can mark stages of deals and everyone in the organisation can see and check or take the updates.

The CRM adds the chats from the Cliq which is not required as it keeps giving on notifications.

We are using it for Sales and Customer Success teams where the deals are passed once closed. Also, it is helping in keeping the records of the deals with multiple options like call logs, notes etc

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.

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

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

User Interface and the way the things are sorted in a great way where anybody can understand the options and the requirements are based on a wide range, that is more userfriendly.

nothing much but at the initial stages there are cases where i found myself with some errors but meanwhile i figured out how to overcome the problems using the zoho desk.

All the apps in zoho can be used in a single stance and the pay for the software as SAAS is very reasonable when compared to the other software providers in environment.

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 is the web based tool, it helps to build word documents, spreed sheets, databases, web conferencing, billing, invoicing, presentations and lot of features are there and easy to maintain

Required lot of advertisement, demos, it has to work on customisation and thy have implement new features and they have to increase the trail version duration

Currently Zoho is try to implement cusomization and they are trying to implementing automation, machine learning and eangement with new stake holders.

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

1- The filters 2- The user interface 3- The perfectness

There is nothing which I dislike its all perfect.

1- The CRM 2- The ease of access

Zoho is like a sales dairy for a sales person where we can manage our sales activiti and it helps to remember the last activity of an account.

sometimes it hangs and sometimes every salesperson can access the data of another salesperson.

Zoho one is helping me to stay updated with my deals and clients and also helps me to maintain the sales data.

Single dashboard to access all my operational requirements to run a business with detailed analytics and integration of critical business data.

Not much, nothing specific at this moment.

Integration of ZOHO CRM and ZOHO Books data with the facility of detailed BI and analytics.

Its been 2 year I am working with zoho product its awesome and very easy to manage and very easy customise acc to our use. We are using it to manage billing and CRM, workflow os so awesome and very easy and clear which help us to grow our business as well as reduces so much effort.

Still need to work on Reporting and monitoring part, Rest all are awesome.

Basically by using Zoho one I am available to manage all my product as well customer, helpdesk and billing as well as I can set Receipt design according to my choice. Getting clear you of ledger and workflow.

You can integrate your leads, order, product management also track your campingn create form like newsletter, contact form integration.

If you have large amount of order and products then it will take longer time to sync with CRM.

Zoho CRM you will get sales, marketing many options in one place so, easy to manage your tacking,order info, newsletter bulk message sending