Zoho CRM Reviews: 4.1/5 — Solid Choice

Support team is awesome. A must have CRM for the record and transactiona purposes.

THis is quiet expensive but every single penny worth it.

Daily transactions and the automations make my work task so easy on daily.

Zoho CRM is quite user-friendly and has the best tools to get started based on the needs of my company and clients. I like how effective it is when it comes to sorting out customers based on the data provided and use the calendar to then schedule any meeting, and importing data from emails is easy and automated.

I would say that the major con is that most features are available only on paid subscriptions. We ended up upgrading it to get the most out of it, but I would've liked to have more features available on the free version.

Zoho CRM is one of my favorite software to work with, as it made the process of generating and tracking leads so much easier for me as well as their management. It's simplified what it's like to work with cosumer data and it organizes it in digestible reports that I can access anytime.

I have been using Zoho for my startup company for years now, and I've never had an issue. My favorite tool is the ability to add new email accounts. Not that my company is growing, I am getting ready to transfer to a paid plan. They gave me free service for my business email for years now. I didn't send tons of emails but being able to create quite a few emails with my domain is just incredible. I hope they don't remove the free feature because I would never have used them otherwise. Their new look makes their solution look super sleek while still allowing backward compatibility, allowing for the full range of features.

There is one thing that Zoho MUST fix on their site. When you paste HTML into an email template, their software adds in their own divs and other formatting. This breaks every email template I have tried and my own custom ones. It works in their mass mailer but not business email. Fixing this will make Zoho CRM the ultimate tool.

I use CRM exclusively to manage email for my domains.

All the tasks that I do are on CRM. I feel it is better than salesforce. I can send mail. Map previous emails that's send to leads. Search my leads and prospects very easily. I can track the actions of my clients on the e-mails. If they have opened/read or clicked.

There are a lot of features that I haven't explored yet. Having many things jammed into one software can go wrong as you don't know what you might be getting in. Sometimes the app is slow and does not function as per command.

I am adding all my leads into CRM. I create my tasks for each lead and act accordingly. I can send mails, keep track of my activities, filter them based on my preference and keep focus on one particular work in that specific day. It helps me keep my tasks and activities organized and in check.

The notifications an reminders of my deals and aging deals works for me

that I can not log calls directly from 3CX

my sales team is updated always and the reports from Zoho analytics keeps me abreast of their performance

Indian web based online office suite which is very easy to use and has immense options available for office related tasks like database, spreadsheets, presentations,etc. Provides sales forecasting and probability analysis required for marketing team.

During the updates, sometimes it ends up in a snag. No issues otherwise.

Marketing and various sales related analysis such as lead generation and probability analysis. Apart from this we also use it as day to day office work for our customer relationship portfolios. It helps us in solving our customer centric issues and resolving them in quick time thru ticket.

This tool has so many features that helps in automation of so many business tasks. It is also one of the best lead management tool. The leads can be easily managed and we can easily automate the follow up emails.

There are so many features and so less training which makes it sometime difficult to understand the platform and you need to spend so much time on training to be able to make full use of it.

It has made our life a lot easier with Lead management. Savings all our contacts at a single place also makes it a great tool to have.

User friendly, allows you to use an app.

There needs to be more notfication tabs.

I found that you can connect one on one with zoho to customize the CRM to meet bussiness needs.

Zoho allows businesses to set up free CRM.

The email attachments have a lower size limit than Gmail.

Free email platform

I like that Zoho has the full suite of online office tools that associate to running a business. with fair pricing, a wide range data analysis tools. that help aggregate data from CRM to employee project tracking to employee attendance tracking to billing and Data analytics. they have created a fully integrated out of box solution!

I use to dislike zoho when I first started using it because it can be a huge daunting task for users and ZOHO has also came along way from 5+ years ago. I honestly have nothing to dislike about the software after testing many others out in the past, including jira, and Monday/dapulse. We are an agency with 50+ client projects running in a given month

We are solving problems with zoho crm like client billing, client tracking, project billing and tracking, employee billing and tracking. from an Agency standpoint this tool works well. all of our employees are billable and this helps track billable hours

Zoho is a mini powerhouse with so many tools, features to offer at a very basic cost per user basis, which is not so expensive, The tool is also quite mature and constantly evolving with customers needs All-in-one HR platform Fully integrated and scalable Great onboarding features Do-it-yourself with the self-service portal Automated employee notifications Robust learning management system

The security system of the tools is a bit less , also connectors not much is available and easiness to navigate from one sheet folder to another is a bit tedious Inability to run custom SQL queries with live connects to databases

Complete system can easiy be implemented cost-effectively. Its very user friendly and any one can use it without much thinking around to do. Zoho is today one the industry leaders in various tools and segement. Best part is their usage reports , tracking of behaviours , analytics gives complete data While I don't have any tangible benefits at this point, the intangible benefits are the time savings that I personally have in setting up the dashboards that I need and the frequent reviews that I need to do with daily/weekly sets of data.

I have implemented more than 200 projects in Zoho CRM. Zoho CRM is a good product and Zoho One is Best Product *****

Zoho Support is decreasing day by day because of increasing customer base.

I have created custom module of Quotes to add more fields on line item.

I use ZOHO because I intend to make them so great that I put Salesforce out of business---as ZOHO outshines Salesforce with their 45 different offerings and outshines Salesforce who thinks they run the world and treat their customers as if they do with the insane pricing and despicable customer support. The antithesis exists when it comes to ZOHO---all encompassing!

I dislike that they happen to be an Indian run company and all who work there have heavy Indian accents and are difficult to understand at times but it's not the end of the world...you just need to tell them to talk slowly and speak as clearly as they can phonetically speaking...and that usually makes any session with their support team a productive one.

All my problems are solved using their CRM Plus Plan which is the ONLY plan I recommend you buy--DO NOT CONSIDER ANY OTHER...as you get more for your money with PLUS than if you bought a lesser priced plan and added the SalesIQ...which is something I can't live without...it's so robust and I could spend 10 pages writing about it but rather than me doing that ---just go to their SalesIQ product page and check out all its features and all it will do for you and especially your WEBSITE!

Zoho has a simple and easy to use interface compared to other software. The platform is in the cloud which means that it does not take up space on servers, only an internet connection is required. It offers mobile accessibility ensuring that we have access to our clients' data at all times.

It does not allow access to the platform if we do not have a good internet connection, making productivity within the company a little difficult. The platform lacks languages other than English, this makes it a little difficult for advisors who are not familiar with the language.

Zoho transformed productivity within the company, keeping our consultants working at maximum efficiency, automating repetitive manual actions and managing complex cross-functional service processes, keeping track of responsibilities at all times.

The ease of tracking in the software for events.

Sometimes the data input can take a little bit longer when initially setting up.

We have a major community event every year that we take part in and Zoho was used in 2020 for the first time and we were able to do alot of tracking and felt more on top of things.

Integration with so many other Zoho apps

Learning curve. Contact plannedgrowth.com

Companies save so much money by getting rid of their MailChimp or Constant Contact to integrate Zoho Campaigns with their Zoho CRM. Get rid of MS Office and replace it with Zoho Sheets, Zoho Docs, Zoho Show apps that integrate with Zoho CRM. Get rid of Box or Dropbox and replace it with Zoho Workdrive, which integrates with Zoho CRM. Get rid of Quickbooks with Zoho Books, which integrates with Zoho CRM. Stop using Google Meet and use Zoho Meetings, which integrates with Zoho CRM. Use Zoho Recruit for hiring, and Zoho People as your HR software. Use Zoho Projects for project management, and Zoho Desk for work order tickets. Use Zoho SalesIQ to communicate with your website visitors. So many applications in Zoho can replace your entire company infrastructure of software all in one pricing package using Zoho One, which comes with all of the apps your company needs. For more information, or to receive a free demo, please visit https://plannedgrowth.com/services/business-software/.

One of the main features of Zoho CRM is the ease of integration it has with other software and also the ease of optimization it has with its subdivisions to make the use of Zoho CRM faster and more reliable. It has a fast with potential customer version to any type of account. It has also facilitated an ease of analysis according to the accessibility of read-only data that has each of the registered users on the platform.

On certain occasions there is an error when trying to enter login data, customer registration data and any report update data. It is necessary to implement the automatic disconnection of the account if we are some time inactive, Zoho CRM stays connected even if we are not in front of the screen. As a last contra we have the modules listed on the web page, these should present an increase as we are always reaching that upper limit of certain modules.

We were able to include with this software the entire marketing sales process of our company including all our meetings, our leads, our customer accounts and the purchase orders that we were always recording. We were also able to implement cross-functionality at the start of each project.

simplicity of the tool is that it is easy to manage and migrate all our previous CRM data without any loss of data. and automation part is very good to trigger basic CRM mails and follows ups without any human intervention.

needs integration of other zoho apps to send quotes to customers which is the only part which i dislike which is forcing to subcribe for other apps.

connecting to customers is the major problem which is am solving, apart from that, its one stop destination to support executives to resolve and provide requested fata by the clients.

1.Easy to Understand and Use 2.Liked the two-way Authentication for extra security 3.Easy to migrate and upload the data using Excel, Google contacts etc 4.Easy to Interrogate third-party tools. 5.Easy to manage the client's communication. 6.Timely follow up with the prospects. 7.Daily Email alerts

1.Data Filters are very complicated. 2.Preparing Email templates is a difficult task. 3.Notification alerts need to be Improved. 4.Mobile app is not user friendly.

Managing day to day interaction with the prospects in a systematic manner. all the conversations at one place which saves time and easy to follow up with them. The overall life cycle of sales is easily managed.

Zoho CRM is very easily accessible and user friendly

Zoho has been pretty good, honestly there is nothing I can think of that I dislike

I have no problems with Zoho, the benefits are all good. Very fast and efficient.

Zoho CRM is one of the best CRM software available in the market . It’s best feature includes its ability to store customer records like name, address, contact details and account manager form company side. Zoho gives manager to have a accountability of their progress with the clients.

Zoho CRM is difficult to integrate with other applications.

Customer record keeping, sales management, customer relationship management.

Easy to Maintained and data entry and view

Some limitation of adding items and profile

Easy to record all data and activity at a place

With Zoho CRM we can exceed expectations in the management of our customers, their attention at the time of assistance and the effectiveness and ease of such processes. Customer service is essential, and the platform helps to focus much of the commercial effort in this area. It allows us to keep track of customers at all times, as well as we can develop strategies to capture potential customers.

The platform leaves something to be desired in terms of its application in the area of sales training, since it does not provide us with any presentation management tool for training, which has been quite limiting, since it is necessary for each new salesperson to become familiar with the platform and the organizational methods that they have, and it would be much more comfortable to be able to access this without leaving the Zoho crm platform.

Zoho CRM is indispensable to cover a good average of online sales. It allows to make an evaluation of the evolutions that our sales can take in the market and to make statistical analyses on the matter. In addition, it is trained with the email marketing function, which helps us to expand our communication with customers without the need to make a great effort.

Zoho is excellent CRM company which is very much useful for Small and Middle Scale Industries. It have all the packs like employees attendance, expenses, leaves, calendar. location tracking at all the feature which are required for an administration.

I don't have much dislikes for Zoho as i am a big fan of Zoho CRM and using the same from last 5 years. By the way if we want some extra features and expand the tools, then we need to pay some extra charges every time which is not at all economical for some of the small scale industries.

By using Zoho CRM, we can track our employees attendance, CheckIn-CheckOut time and location, emails, storage, expenses tracking and all very conveniently. After using Zoho, we can track all the activities of our employees on day to day basis at any point of time. It has a very user friendly interface.

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It has a comprehensive suite of apps and products

Free trail process and then conversion to full version is a pain

CRM for customer data and information management, live chat, zoho books

Customizable CRM. Has lots of feature at low cost

Not so user friendly. Need time to understand.

Report generation, mail campaign was great advantage but not so user friendly ui ux design

It's user friendly and easy to use for emails, support, and communication. Easy to set up emails for teams and set them accordingly. Integration with third-party applications like 365 or G-Suite, an advantage for our organization. Tracking leads and the managing team is easy with Zoho. The reporting section is pretty user friendly and easy to play around with it.

You need to make sure what actually you need as the pricing part is a little tricky. Need to wait to hear from the customer support team. Limited custom fields and the search function is not that intuitive. Would be great if they make the export system easier and user-friendly.

Managing and collaborating data of existing deals and new prospects. Third-party integration from the Zoho marketplace is saving a lot of time. Streamline the complete process for sales and support. Automation of complete flows is saving time our time.

The tag system and integration with the zoho campaign is the best thing

Not sure but yes sometimes because of some updates system go affected

Zoho CRM makes our entire company paperless

I am using the Zoho CRM from 4 years and I am happy with it's easy and user friendly interface. I can easily save the every communication about my client's. It also gives me a freedom to setup a calender for my scheduled calls and meeting.

There is nothing to dislike.............

I don't have any problem with zoho crm.