Zoho CRM Reviews: 4.1/5 — Solid Choice

1. Good interface 2. Multiple integrations available 3. Simple learning curve 4. Our BDE were able to add/manage accounts/sales very easily 5. Custom dashboard available for reporting

1. Dashboard sometimes takes time to load 2. Mobile app not user-friendly 3. Adding individual licenses can be expenses

Good CRM tool for startups & scaling team

This CRM enables me to effortlessly run bulk email campaigns by importing both email addresses and content. Additionally, I can easily track these emails by generating simple reports.

It would be beneficial if they increased the limit for bulk email campaigns.

Running email campaigns with Zoho helps us increase sales by receiving instant replies. Zoho CRM aids in tracking responses, distinguishing between those who have replied and those who haven't. I genuinely appreciate the platform's construction, and it's commendable to see Zoho as a fast-growing company. Thank you, Zoho, for providing this excellent platform.

This Platform helps me to track my Clients/Customers details. Zoho CRM Platform give me every single notification like your customers dues are coming and etc. This helps me to create my future Planing based on upcoming work load.

They should have kept all important headers at one place OR they should give us to make one folder of the important headers, which we want to see.

As I told earlier, that this Platform helps me to track my client data with the pop-up of there coming dues. This helps us to be ready with the papers/Email for the Client.

Zoho provides multiple business solutions, and one of the standout features is their platform that allows me to create invoices before the due date. This platform automatically generates and sends invoices before my client's software expires, helping me avoid delays and provide timely solutions to my customers.

I don't have anything that i don't like about Zoho Platform. I really like the platform as this gives me better solution everytime.

The Zoho Platform is a valuable tool for our company, aiding in lead assignment, tracking, deal closure, and invoice generation. This saves our lots of time.

Zoho CRM have one unique feature, which is " Fields " in all Leads stages. And there Filters also helps me to track the Leads and its very easy to use.

They have lots of Header which can be merge and keep it simple.

Zoho CRM platform filters helps me to get my leads which was untoched just my clicked or filtering out from Leads section. And there are also more such filters which helps me to get my work done in very less time.

Zoho CRM is a user-friendly and customizable solution that has significantly improved our customer relationship management. Its drag-and-drop workflow builder, insightful reporting, and seamless integrations make it a valuable tool for businesses looking to streamline their processes. Highly recommended for its efficiency and cost-effectiveness.

By incorporating these features, Zoho CRM can become an even more comprehensive and versatile solution for businesses across various industries.

Integrate

One of the best platform for Tracking sales team in our company from lead generation to sales closure Zoho Crm is a great help

It's very complex process to set up individual zoho crm in sales team

It's helping me in lead generation and tracking all the CRM realted queries. It has unique features that makes it just perfect for communication and collaboration.

The application is available on my phone and hence is easy to use on multiple devices.

No integration for free plans, please include.

Affordable pricing Ease of use Email tracking

The most and best part of zoho is taging and filteration

Noting as such till now m -ve about zoho

DATA BIFURTAION, DATA MANAGEMENT AND KEEP REAL TIME UPDATE AND FOLLOWUPS

The thing that I liked most about Zoho is it helped me build good relations with my customers in a very less time.

The application is really useful and I have never faced any difficulty.

The customer engagement features that it provided has really helped in building a good customer relationships in our organisation.

Zoho CRM has many capabilities. The ability to customize module fields and layouts is huge. Being able to easily add leads or contacts from my Outlook to Zoho CRM is a big win. I use Zoho daily.

You can get lost in the many capabilities if you don't invest time to learn how they work. Also, the custom reporting module is clunky and tough to use.

Zoho CRM was stickly a contact manager, but am now using it to track deals - the program does a great job with this and the KanBan view is a nice touch.

Best lead management.It's easy to use and help connecting to client effectively.

There is nothing to note about the tool.

Zoho helps in connecting people effectively.

Easy to maintain leads and keep a proper track of the pipeline

The user interface must be more customer friendly

It is helping me keep track of my leads

Zoho CRM has aal solutions in one place, easily accessible and user friendly

nothing as such has come up, no hurdles as of yet

Zoho helps us run email campigns and connect with prospects overseas. this reduces the wait time in my sales cycle

ZOHO IS A REVOLUTIONARY PRODUCT, NOT JUST LIMITED TO ONE SERVICE BUT BEING A ONE STOP SOLUTION FOR CRM SYSTEMS. IMPLEMENTATION OF THIS PRODUCT HAS BEEN A GAME CHANGER FOR OUR ORGANISATION AND SUPPORTS US IN THE BESTEST WAYS.

WE DONT FACE ANY BOTTLENECK WITH ZOHO AT THE MOMENT.

We use zoho majorly to track emails, create campaigns and automate user journey through that service which helps us with marketing and lead capturing.

It helps in lead generating which is the most challenging task

There is nothing to dislike, it's a very good tool

It solves the problem of Lead Management

Different modules like deals, leads, meetings, etc to a keep a track of each and every lead. The reminders and calendar feature and integration has been real helpful. The web version of zoho crm is very easy to use. Support team also provides regular updates and prompt responses. Integrations are very easy to implement.

The mobile app is not user friendly and complicated to understand.

Lead journey - right from lead creation to follow ups to demos to closed deals, everything can be kept track of using Zoho crm. Have also Integrated it with Zoom, yo keep proper record of zoom meetings

the platform save my time and helps to keep record in the best possible way

the phone apllication is comples and the zoho voice is slow some time

lead management and record of different leads

Leads management crom and putting task is the best feature

Nothing as such, sometimes its been slow for some reason

Filteration of leads, putting tags on campaigns really helps

Zoho CRM is my go-to because it hits all the right notes in terms of Ease of Use, Ease of Implementation, Customer Support, Frequency of Use, Number of Features, and Ease of Integration. The Ease of Use is like a breath of fresh air. Navigating through its interface feels like second nature, and I'm not fumbling around trying to figure things out. It's intuitive, and that's a major win. Implementing Zoho CRM is a breeze. It's like setting up your favorite app – straightforward and without the need for a tech manual. No headaches, just a smooth process to get things up and running. And oh, Customer Support is top-notch. It's like having a trusted guide on speed dial. Whenever I hit a roadblock or need a helping hand, their support team is there with quick and knowledgeable assistance. It's a lifesaver. Frequency of Use is high up there. Zoho CRM has become a daily companion. It's not one of those tools you use occasionally; it's a part of my routine. Managing customer interactions, deals, and everything in between is a seamless experience. Talking about features, Zoho CRM is like a Swiss Army knife. It's not just a contact list; it's a powerhouse with a plethora of features. From automation to sales pipeline management, it covers all bases without overwhelming me. It's a sweet spot of functionality. And the cherry on top – Ease of Integration. Zoho CRM plays well with others. Integrating with different business tools feels like a harmonious symphony rather than a tech battle. It ensures a connected ecosystem for a smoother workflow. So, what I like best about Zoho CRM? It's the harmonious blend of these keywords – ease, support, functionality, and integration – making it a top-notch tool for managing customer relationships.

Alright, let's talk about the not-so-great parts of Zoho CRM – it's like any relationship; there are a couple of quirks: First off, the learning curve can be a bit of a rollercoaster. Some features, especially the more advanced ones, might make you scratch your head initially. It's like trying to master a new dance – you stumble a bit before hitting those smooth moves. Now, the mobile app – it's functional, but it's not the speediest on the block. It's like waiting for your favorite show to load; a bit of patience is required. A bit more optimization for speed and responsiveness would be a welcome tune for on-the-go users like me. But hey, these are more like bumps in the road than deal-breakers. Zoho CRM is still my go-to for managing customer relationships, even if we sometimes have a little tango during the learning process.

Zoho CRM is like my secret weapon for tackling some serious business headaches, and the benefits are real. First up, it's the problem of scattered information. Before Zoho CRM, customer details, deal statuses, and support interactions were all over the place. Now, with the 360-degree customer view, it's like having everything neatly organized in one place. No more frantic searching – it's all right there at my fingertips. Automation is my solution to the time crunch. Zoho CRM swoops in and handles the repetitive tasks. It's like having a personal assistant that never takes a coffee break. This not only saves time but also ensures consistency in how we handle each customer, from lead to conversion. Sales pipeline management used to be a bit of a labyrinth. Zoho CRM turns it into a straightforward journey. It's like having a GPS for deals – no more getting lost in the sales maze. Tracking leads, deals, and opportunities is a breeze, contributing to a more organized and strategic approach to sales. Customization is the answer to the one-size-fits-all problem. Zoho CRM lets me tailor it to fit my business like a glove. It's like having a CRM that adapts to my needs, not the other way around. This flexibility ensures that it aligns perfectly with the way we work. And the integration game is strong. Zoho CRM bridges the gap between different tools. It's like connecting the dots in my business ecosystem. No more siloed information; everything talks to each other seamlessly, ensuring a more efficient workflow. In a nutshell, Zoho CRM is solving the problems of disorganization, time-consuming tasks, sales strategy ambiguity, rigid systems, and disconnected tools. The result? A more organized, efficient, and strategic approach to managing customer relationships, saving time and boosting overall business productivity. It's like having a CRM superhero in my corner.

The most helpful thing is it allows product comparisons which allows in taking an informed decision. Also the incentivization againts the reviews is the best thing.

Though G2 incentivezes against the reviews given but the depth and quality of review against which the users are rewarded is unknown.

the suggestions about the appropriate software that G2 proviedes is really heplful as you dont have to keep looking for the right software.

With the ease of use and implementation, seamless customer support, and wide number of features (kanban view,3rd party integrations, automations) ZOHO CRM is the best out there

Nothing to dislike about this software till date

Zoho solves the biggest problem of categorising my lead funnel and enabling me to utilise my sales pipeline to the fullest

One of the easiest sales CRM, so many features, seamless suport, segmentation and many more options available. Easy to integrate.

So for nothing as such, the CRM is flawless.

Zoho helps me in segregation of my leads making it easier to follow up on any leads eventually completion of my sales target.

Ease to setup and configure, value for money

there seem to be bugs at times, needs a few more features

Management of leads

Zoho is user friendly , can be integrated with any 3rd party softwares, allows custom automations, has a variety of views and dashboards to manage leads , Kanban view is the best feature.

Sometimes there is a little delay in filter views.

Zoho solves the major problem of lead segmentation and real time stage management. It solves many problems related to lead management and utilisation.

the platform makes my work very fast and the leads can be managed very easily

phone apllication ui is to complicated and takes a lot time to understand

lead creation and management

easy to setup and segregate leads, integrations are easy

lacks customization, support is slightly weak

Management of leads

BEST LEAD MANAGMENT TOOL, TO MANAGE SALES TEAM

THERE IS NOTHING WHICH I DON'T LIKE ABOUT ZOHO

CRM IS HELPING ME TO HAVE A GOOD LEAD MANAGMENT TOOL, WHICH IS RESULTING IN GOOD CONVERSION RATE

Holistic API enabled application helped IIFL grow in size at enterprise Level. The UI is easy to use and user friendly. SSO integration is best way to login available.

Some skills are required to configure logics at CRM end and can not be done by the end user alone. This can be improve by having more low code development greenfields

Having all leads available at IIFL level can be seen holistically in CRM irrespective of the source of the lead, The internal Dedupe is also very helpful to IIFL.

I really like about how Zoho CRM streamlines our sales process. Customization options available in Zoho CRM is fantastic and allowing us to integration with other tools like email and social media platforms, makes it a central hub for all our customer interactions. Managing all leads are easy for us with single platform.

Sometime I face issue when any new updates come, and new changes disrupted our workflow. Customer support is sometime not as good as we expect.

Managing multiple leads with Zoho CRM is very easy, and it improves chances of converting prospects into customers. Insights I get from Zoho CRM help in making data-driven decisions. and enhancing our sales strategies.