Zoho CRM Reviews: 4.1/5 — Solid Choice

That I had a way to organize contacts for my job

It was a confusing interface - used it 09-013

Attendance tracking and contact organization

I have enjoyed the product. It could that I just love tech.

I have trouble with the interface, but this just took a while to get use to.

I am not at liberty to say.

Zoho is a great messaging and organizational tool. It is a great way to organize projects.

It is a bit outdated when it comes to user interface.

It is a great way to organize several different projects. Subtasks are a bit difficult, but it keeps things organized.

easy to set up and easy to rollout. I'm not sure on the other functionality at this point

to be determined as many other functions are being explored

lead management

It was affordable and we were able to get the marketing team and sales team on it.

Because it was barebones, there had to be a million things done to customize things. This made it difficult for the sales team to use and as a result, they just opted not to use it.

We used zoho crm to organize information about our leads and qualified leads.

The ease of accessibility with which we can access whatever we want to.

The errors that pop up every now and then.

To connect with so many team members and external parties at the same time.

Zoho is user friendly for the most part.

Too simple for what our office needs not enough to consider too 3

Honestly there was no difference in using this comparing to the 1990s goldmine

Salesforce is way better and easier to use

The interface and speed is not great and it doesn’t give you suggestions for dashboards

Pipeline Mgt

To br honest the software is crap. I had to un install

Everything about it is I dislike. The analytics are not correct

No benefits

It does what we need in terms of tracking and reporting

visually pretty understated. no friills CRM. Wish it worked with Social media like LinkedIn.

Reporting primarily

Easy to find different contacts. GREAT filter tools that allow me to narrow my list for specific prokects

Sometimes there are bugs, sometimes information I out in does not save and I lose important info because of it.

Tracking prospects and patients. Keeping notes for information and setting call tasks.

Zoho was able to hold all our information from various team members.

Zoho fit the bare minimum of what we needed. It was hard to use, and difficult to easily find the information I was looking for. The UI was outdated as well.

We were attempting to solve the issue of client notes being in two systems - one for sales and one for client services. We were also trying to use Zoho to help with the Sales pipeline with new and old leads. We did not get much benefit out of Zoho other than eliminating employees using Excel docs to store information.

I appreciated the reminders, with so many accounts to manage. It was welcomed, and helpful to keep things organized.

Too many tabs, repitious info through out the system, not as straight forward as it could of been.

This system did change how our team shared our work, it helped put in place a system that was not existent prior.

What I like best about this CRM is that there is a trial that is free to the public. I like that I can count on Zoho's CRM to do the basics. Zoho has robust email marketing tools and gives you a great overall look at your customers by linking you to their twitter, facebook, or google plus accounts.

There are a lot of different tabs that lead you all to the same place. It seems to be a time sucker and not as efficient as it could be.

I am using it for my sales leads. The benefits that I have seen with Zoho is that it saves us money from investing in other CRMS and that it can get the job done.

Many options for tracking and reporting and viewing

Just about everything else. Why leads, deals, accounts, contacts and they don't automatically link? Then I convert them and it creates an account that some have deals and some don't...doesn't make sense

We are at least keeping track of names and phone numbers and email addresses

They have a wide range of products that integrate well. Being able to plug in Sales IQ and Desk was really handy. Having things like Chat integrated was also great.

Their e-mail product is terrible. We tried the product both integrated and on it's own - it performed poorly in both situations. Additionally there was no way to do a true many-to-many database, we were forced into using a 1 to many with 'connections' which doesn't account for the fluid way our industry operates.

We've dropped support for it now due to poor performance.

Zoho is a solid CRM. It's pretty easy to use and scales with a small business as they (hopefully) become a bigger business. It has most of the CRM functionality that's commonplace in the market, and is pretty customizable. The pricing is reasonable as well.

Zoho hardly integrates with anybody, and they do it on purpose. They have a whole set of add-on apps they want you to buy to compliment your CRM. Some, such as customer service, seem to be decent. Others, such as "marketing automation" are an absolute joke. Their marketing capabilities are truly terrible. You can make it work with a Zapier integration to connect it to real marketing tools, but it adds complexity.

An affordable CRM that we wouldn't outgrow in a year. It's a good product to manage leads and opps, and get reporting out of.

I like the ability to drag & drop fields, customize titles, and set up workflows.

In my experience, the webforms and auto responses just don't work. I have tried to automate some lead gen processes and have not yet been able to be successful. Their customer service leaves a lot to be desired, as well.

Keeping better track of the sales funnel.

The software has a simple interface and is quickly ready for use - without many previous knowledge.

It is just a CRM without further, often meaningful modules. Then just take an ERP or similar.

I used it as an external sales consultant with a customer.

it's easy to import/ export data and map fields

too much development required for our uses and when you search a company or person who isn't in the system, you have to arrow back to the add screen...extra step...cumbersome

it was a trial

I like that you can manipulate the system to the best of your ability to meet your needs.I also like the cost of the system,

The customer service is terrible, they take forever to answer something and often tell you it can't be done, but you've had it done before (current status). There are a lot of limitations.

We are able to use their apps and integrate our applications and surveys into the system as well as create a lot of automations that save the entire team time.

Nothing was that great about this software. The interface was a bit confusing.

It didn't integrate with anything - if you want to use other softwares (email automation, marketing automation etc) it just won't work with it. They had plug ins but you have to pay extra and they don't work well. For most platforms there isn't even a plug in for zoho. I also couldn't stand that when you created tasks it was very challenging to update them or remove them - nothing seemed to be very intuitive. They tried to update the interface and make it more easy to use, but it just looked nicer - functionality was still not great.

Tracking deals/sales in the pipeline. It worked when you only need to work within Zoho.

It is a great catch all for all of our data on our programs, partnerships and contacts.

It's not user intuitive. The customer support is severely lacking. And assistance with learning the system is not comprehensive.

It's nice to be able to run reports on all of our programs that ran in years previous. We are able to identify who to contact for future opportunities and possible funding.

Good range of fields. Captured all the data we needed and easy to customise.

Did not integrate with other systems. It meant that we had separate contact information for CRM and emails.

Managing contacts of potential and existing clients

the Zoho CRM solution was easy to use, and easy to configure. The flow of leads->contacts->opportunities-> customers was straight forward.

the Zoho CRM was very limited in its capabilities. Only one forecast was allowed per quarter, which was at the company level. It was unable to store forecasts on a per-sales-rep basis.

Basic contact management and tracking of opportunities from identification to closure. The benefits were that it was an easy-to-access, basic system.

3 users free and is basic in one respect but for a small company it maybe the ideal solution before jumping into a paid for solution. Great also for demos!

Its not as mature as other CRMs and has good but basic functionality and not very many systems one click support connecting to it. For example many email marketing solutions allow a quick way to integrate to Salesforce or Dyanmics but as Zoho is not well known or used this is lacking.

Not provided

The pricing structure is reasonable, it is relatively easy to set up, and it doesn't require a whole lot of maintenance to make use of. The interface is quite intuitive, as well.

It is a very cumbersome tool to get actually useful results. There is a lot of work to be done for the platform to deliver on its promises, and the return on investment (time and moneywise) is just not worth it.

At the time being, the tool isn't solving our main problem, which is building a trustworthy database with actionable leads that are relevant to the business goals.

The interface is simple and very visual and the price is very competitive

The project module and ticketing is not very efficient. The tasks are really difficult to tag and introducing the hours dedicated to a project is very annoying as you can´t put hours monthly.

We used it for ticketing hours to the projects we are managing.

There are lots of different apps that can be used.

To use one feature with another, it does not integrate properly within each other. I have to have 4 different tabs open to use 4 different features.

Cost of a CRM

On initial consideration Zoho CRM sounds full of potential - not least its low entry cost and the fact that it is part of a suite of cloud-based applications that could potentially power small- and medium-sized business tech needs.

The feature set is let down by the weakness of the technical documentation, inadequate technical support and the limitations of integrations with other tools.

Attempting to manage a community database of 15k users has been a frustrating experience. Zoho CRM does not integrate fully with our chosen webinar application, requiring recourse to manual data uploads.