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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.
Zoho CRM has many Webforms for gathering leads. it has a comprehensive and reliable report. Zoho integrates well with other Zoho products, Google Apps. The free edition is available with lots of features. it is really a nice product to try.
Zoho CRM requires a lot of customization and it has fewer mobile features. can't think about any other cons.
We use Zoho CRM for the sales team. managing customers with the tool is very easy and we can grow our business in fairly affordable pricing
Zoho CRM is best one to handle business easily, it provides advance features to create mass mails, Custom dashboard, inventory management and much more. In our organization it is very useful, We worked on Basement Renovation and home decor services. By the use of Zoho CRM we can easily send bulk emails to customer and manage business analytic day by day. Zoho CRM secure your business and generate leads to grow up business. It provides good Lead Management solution with customer support for business.
Zoho CRM provides data analysis features and custom reports option for users. It is a complete CRM solution for business, But we required more up gradation in its functions to work more fast.
It increased work efficiency with in affordable price. Zoho CRM is useful for business and easy to manage its tools. We can improve business errors and create a best strategy to build a big business. By using Zoho CRM we got improvement in our business sales and services. It is best software to increase business sales dynamically and create custom report by its dashboard. It's automated system save your time and increase productivity.
Ease of use and ability to find information
Wish Leads and Contacts were under one heading.
Easy way to stay in contact with our prospects. Great way to log customer information, and when we last spoke to client.
Zoho is both a complete CRM solution, but you can also surround it with almost all other modules to run your business at a very favorable cost. The fact is, that's NOT its best attribute. It's best attribute is the attention to detail, UI/UX, and features that Zoho CONTINUALLY builds into their product. When you make a business investment in a critical infrastructure component, the last thing you need is obsolescence as you want to get the most for the money (using offerings like Zoho One) you pay AND remain competitive. Zoho as a company is dedicated to making the product more usable, more timely to industry needs, and on top of that, they have some of the best and most helpful employees anywhere. As a past owner of 4 software companies, 2 of which dealt in mission-critical enterprise-grade software, you can appreciate what Zoho brings to the table. It took me a while to make the jump, but now that we did, it was an incredibly smart (lucky?) decision.
Very very little. The one thing I can say is that when you see a flaw, many times they are already either fixing it or are releasing a d fix/upgrade to make your point moot. If there is one thing i would say needs a bit more improvement is that some applications get 'introduced' before they are ready. Not so much though in existing apps like CRM. but new standalone ones. They are very quick to make it good though.
Tracking customers, leads, huge users of process, and the ability to automate the internal process, customer communications, the flow of work, and personnel assignment. Also, integration directly with VOIP system makes the use of the system for auditing purposes fantastic. Zoho CRM is a VERY robust offering. Also, the marketplace for third-party providers makes usability even better.
It is a great tool that integrates elements for interaction with customers and potential clients. Those elements can be marketing, social media, customer service, emails, inventory, among others
I really like this tool, I don’t have much to complain about. They could have more tutorials to show how to use the tool
We are targeting clients that have stopped ordering for a while
It is necessary to have the ability to identify the main benefits of a system, so I must mention them and make clear what are the best methods and tools offered by zoho crm programming, being the main responsible for materializing the progress within the company that uses its services to achieve their most desired goals, including a control of immediate responses, customer support tracking, a self-service portal, knowledge management, priority alerts, advertising marketing, importance categorization, campaign management, lead management, progress tracking and many other features that can only be found within the programming of this system.
Among the negative aspects we can highlight the notorious error found within the zoho crm system, where it can be observed that this failure causes a considerable deterioration of its programmatic structure to have an excessive amount of advertising on the home page of its system, which prevents the tools offered by this program from being completely managed and in an accessible manner, where by not being able to execute the actions it wants to perform, which causes a clear and evident discontent on the part of the users who use the services offered by this particular system.
I can say that my experience with this software has been the best I have ever had, since I could easily obtain the results I wanted to achieve for a long time, which I had not been able to achieve with any other program, that is why I consider zoho crm to be one of the best systems for managing evolutionary processes in a company. Who has the capacity to materialize all the development that is possible for an organization, improving the relationship with its clients, its finances, its productivity, its reach in the advertising part, its inventory and its position within the business world.
freely customize module that work just best
if its more ui friendly will be helpful I think
manage to trace my purchase history
I liked the Ease set up of CRm and how it adapts to suit your region. I also like the simple interface and above all I like incredible ability to automate a large number of things and Hard code the process so that everyone follows it with minimal training.
I disliked the the API connection to outside applications that only that requires a new token every hour.
The problem we are trying to solve is having all our customers potential and current be managed centrally and have sales process that is tandardised and that whole company follows.
Highlighting the best of zoho crm is its programming, which handles a last generation software that understands the ability to manage the different corporate values of a company, enhancing its development and obtaining positive results, which is undoubtedly convenient for the organization, since every advance that a program can generate, is very useful for the business system, which is why this program integrates so well with business organizations, due to its great analytical understanding that supports its foundations in the control and management of business operations.
What really displeases and is considered truly negative of zoho crm is its customer service system, since the programming contained in this system in this aspect is affected by unique computer problems that interfere with the proper conduct of its operations to answer the large number of questions made by its users, either for better or worse, the simple fact of not being able to fulfill one of its main tasks.
The use I give to zoho crm, is mainly for its correct method of business management, which includes the most effective methods and tools within the business world, focused on the commercial part, sales promotion, customer management and even development and enhancement of operational problem solving capabilities within the company, which evidently catalogs the use of this software as multifunctional, since it has the ability to perform multiple tasks simultaneously, which is clearly quite beneficial to the company, making each goal possible.
Zoho CRM allows us to track our leads, opportunities, contacts accounts. We don't have to rely on our memory, Zoho CRM does it for us.
We happen not to like the new beta view.
We use zoho crm to manage our leads, accounts, opportunities, vendors, projects, marketing campaigns, inventory, etc. It solves all of our problems and allows us to be super organized and productive.
Zoho CRM has been a great choice for me as it helped me to maintain customer relationships at the top of the priority. I found it to be very easy to use and quite affordable despite its integration with major companies like Google, Zendesk, Slack, LinkedIn, etc. It offers features like reports, profiles, defines roles, dashboards, etc. Even at the basic plan, you can find the best features.
Incoming messages are not always synchronized which could be annoying at some times. Customer support response is slow to answer and solve our issues. Another feature, the workflow automation is only limited to professional edition. The interface gets slower with large contact lists. The integration of CRM with other Zoho products is difficult.
It automated our sales tasks, gave us access to all the real-time data of our customers. Social media integration also a great feature of Zoho CRM as most of our customers come from these social sites. It is also available in an app, which helps us to keep track anywhere we want.
Easy to use and integrates nicely with my Google contacts
Nothing to dislike but I would ideally like to track all my sent emails
It solves my issue of not having a central place for all data previously
Zoho CRM helps me keep all the information about my small business' customers in one place. It allows me to give my customers a better service.
I can't think of something specific I dislike
Zoho allows us to properly document the exchanges with customers so that it becomes institutional knowledge as opposed to an exchange between two individuals.
The ability to customize the solution to any business needs. (as long as you don't mind learning how to program).
Deluge programming language isn't quite as intuitive as they make it out to be.
We were able to utilize Zoho Forms & Writer along with CRM to turn our service departments inspections into a paperless process
Zoho CRM is especially built out for the sales and marketing automation and it has the ability to archive and organize all of our sales marketing procedures. Zoho CRM pushes in the perfect and precise market analytics and increases the customer interaction progress which drive towards converting from the low marketing sales rate into the highest sales marketing leads. For us, it might be more easier to convert the sales leads and instantly uses the recent updated sales market opportunity. Moreover, it has great potential to keep all the information of the CRM always updated.
Zoho CRM is not so manageable tool to manage teams collaboratively at one channel. Our teams have faced different issues with sales leads and customers tracking and that everyone in the sales and marketing collaboration department is not pleased. Integrations have also gave us a tough time to get them easily synchronized with multiple platforms. But to conclude overall, we have gained for ourselves quite astonishing results with continuous usage of Zoho CRM.
Zoho CRM follows a reliable pattern of interacting with the clients and overall uplifting of our organizational services. It has the highest potential to manage the sales accounts, marketing contacts and follows the trends and patterns. It was always perfect in scheduling sales tasks, creating automatically reach outs and assigning marketing tasks. Thus, quite simple to use and easy to implement in any environment makes Zoho one of the leading CRM tools.
This Zoho CRM is very userfriendly which has aan attractive user interface where this was customised for our organization 6 months ago and we still use it without any hassle or any problems still and this is a very well organized CRM
To be honest customer support was bit lacking but it was okay,
It works in a Organized manner and we have a accurate track of our clients in a manner which it looks very beauty.
Lead follow up and pipeline management work great.
Email deliverability is not very good. It needs to be improved.
Lead management.
easy to use and integrate customer details
can improvised by adding addition features like automation in sending mails to concerned party on adding the details.
maintaining employee records and integrating with external applications.
Really this tool is very decent . it is fast and responsive . it offers lots of features. Everything is web based, which makes it easier to share information with your group members or back up data on the cloud.it is easy to calculate incentives and keep track of the progress report of the group members.it is easy to configure,I really like that Zoho allows Synchronising the social networks such as twitter, instagram, linkedin, and Facebook.email marketing is very good features of this tool.
Nothing! really it is good tool for customer relationship management . sometimes it slow down when internet connectivity is poor because it is cloud based tool.
Now i can generate reports of group members and customers by using this decent tool Zoho crm without any issue.
Easy to manage dashboard and custom Reports data using advance features. We can integrated with third party software for inventory management. It is best tool for remind daily activities and pending task. Budget software to engage customers and monitor sales. We can create graphics reports to understand business progress.
We are using zoho crm and found some minor issues. Its's customer support takes time to respond user query and app of zoho is not suitable for large business.
Zoho crm is a top rated software for manage business, We used Zoho CRM to growth of our company and improved business sales. It is a good platform to establish relationships with our business customers easily.It provide 15 days trail period for new business. We used its enterprise edition for our business. In this package we got Advanced Customization and Multi user portal. We can create Custom Modules and Buttons to mange business and keep 5,000,000 Records.
Zoho has been essential for us in organizing our data and automating some of our processes
Some limitations in customization like "last name" field and limits n number of certain fields
We are using it to rganize our sales data and communicate with internal teams in various locations
The best part of Zoho CRM is it gives detailed description of leads
There is nothing to dislike about Zoho CRM. It is fully automated and easy to use
Zoho CRM is providing me to store my leads and it also shows the contact number and other details
For simplicity. it adapts easily to any type of business
i like everything about zoho. Maybe a little lacking on the contact forms
I can better manage my business
I love that it has customization options. I try hard to make the softwares I use look welcome and ready to work, and customization is a big part of it. Making the dashboard and home page have characteristics that are appropiate to me, my business and my team, makes the work easier to handle. In terms of usability, I appreaciate Zoho CRM for creating tools that cater to all kinds of business, as it is easy to locate the features that are necessary for a smooth operations. When using Zoho CRM, I am able to have my customers' database, and identify them acoording to certain products or locations that I can assign to them. It's easy to create daily reports as well as creating monthly ones, and share them with the team.
I would like to see more effort put into the integration experience, as it's not improved completely and some Zoho products don't work on the same level.
When I started using this software, I loved that it allowed me to customize it and import directories that can be organized in the customer database. One of the benefits that I have seen with Zoho CRM is that it adapts to diferent types of operations easily, giving room for other teams to work on it effortlessly. The workflow is amazing and it has improved our way of working, going from a messy database to a more well organized data that can be configured according to teams.
amazing manage of HR of the company. I used this on my last company and was an excellent tool
well, I don't have anything that dislikes me
With this tool we handle all HR problems with tickets. It a great tool to handle permissions, questions, etc
This program is based on the creation of systems to accompany the world of digital marketing, the access was easily what allowed me to deepen every aspect of the tool in order to give it proper use and the required utility. However, I proceeded with the integration of each application to design a personal statistical system to evaluate the feasibility indexes using Zoho CRM.
There are functions that are advanced in the circumstances every day I see with more incapie the way to develop a system that is violated by piracy agents, that is no stranger to that. Zoho CRM is a vulnerable tool but increasingly solid in some applications it has. The users I add do not have the freedom to create as I do, they always hear permission to access some tools, this is uncomfortable.
A great step was taken to implement this tool with our systems and the way they let us use each technical aspect without the help of an expert. However, we went to the team in order to support each other in terms of obtaining facilities and positive elements to highlight.
Account management, opportunity creation
I like everything in hubspot. No complaints!
Sales team activity tracking, daily work, opportunity creation etc.
Automatically follow my activity through my cell phone, who do I call, how much time and the probability that it is a potential customer, if after a call I want to take note of what we agreed, even a reminder or to schedule an appointment I can do it immediately , it is compatible with gsuite so I link it easily with Google calendar so as not to miss any important date to attend an appointment.
Nothing dislikes me. I trust Zoho CRM to carry my clients' information and it has not presented me with failures.
A problem I had when contacting many potential clients in a single day is that you cannot organize as much as you can to follow up on each one, when I use zoho CRM I have the updated detail of each client, in this way I know what pending I have with each one and what should I do to finish the sales process.
- Easy to use and intuitive payout - Affordable - Easy to set up - Great customer service
Nothing that I can think of. I just regret not getting it earlier
The benefits achieved with his CRM are: - Optimization of the sales process - Internal lead assignment - Reports
Zoho CRM is such a helpful tool i can't describe it, you need to use it to believe. It's one of the best companions for sales executive to relationship manager till CEO. The tool helps account manager at each level to improve business understanding. The dashboard is one of it's kind with beautiful AI and customizable. The leads to closure funneling shows a perfect projecting of business statistics to the management. Sales life cycle is well defined and easy to convert contacts to leads to potentials till closures. Reporting one of the best feature of the tool. All in all Zoho CRM is quite handy and mobile friendly. Integration also works well.
there should be another level of hierarchy to allow more freedom to the sales team that is large. Otherwise this is a tool i rate more than Salesforce. Zoho as a company is also growing big with multiple line of products. So it's great to have Zoho as a package.
Sales life cycle, customer management, sales forecast, contact manager, lead manager, account management, weekly/monthly sales reporting.