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Zoho CRM Reviews & Product Details
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 |
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| Segment |
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| 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.
The interface and Features are easy to use.
Somehow slow in some parts when dialing.
Client records and data management.
Creating Leads in just few seconds and easily changing the stages in the CRM. The best part is to transfer the leads to the team and getting the report directly from the CRM.
Nothing as such. But sometime zoho crm is not getting updated unless and until you don't Refresh it. It is happening of some website traffic or sometimes due to network issue.
Creating prospects leads not required to hunt alot and spend time on this. Team needs to only focus on the closure instead of hunting leads. Yes, our business performance increased very well.
Zoho CRM is an excellent tool for managing customer relationships. The ability to customize fields and workflows to fit your specific needs is a huge advantage, and the automation features save a lot of time and effort. The sales forecasting and reporting features are top-notch, allowing you to track your progress and identify areas for improvement. Overall, Zoho CRM is a great investment for any business looking to streamline their customer management processes.
Zoho CRM can be overwhelming for new users. The user interface is not very intuitive, and it takes some time to understand how to navigate and use all of the features. Additionally, the reporting functionality could be improved, as it is not as robust as some of its competitors. Finally, customer support can be slow to respond at times, which can be frustrating when you need assistance with a problem.
Zoho CRM solves the problem of efficiently managing customer relationships and benefits users by streamlining their customer management processes. However, some areas for improvement have been identified, such as the need for a more user-friendly interface and better customer support.
What I like the best is that you can integrate and create different modules and sections to better manage the follow-up of your deals, leads, and contacts.
In the beginning, it can be a little difficult, but when you start using it daily you understand how to use it quickly.
Not sure what problems they're working on right now.
It´s easy to use, it´s simple, you can learn how to use it quickly
It does not integrate with outlook email or other important tools
Project management and Sales CRM
Zoho is a full-fledged system for managing the sales pipeline, contact details and last conversation and meeting with the customer.
From Zoho, email goes in a box format, which I believe doesn't look good. It should go appropriately in an email format.
Zoho One helps me to keep my contacts mapped to the accounts and it also helps me to remind the last conversation I had with the client.
Zoho helps to track the activities and sales funnel of my team and it also gives to keep the better track of the activities on everyone's account.
Zoho reports are difficult to create and sometimes, notifications of calls doesn't pop up on phone.
Being the manager Zoho One helps me to create the track of the sales funnel of my team and I can easily tag someone to take follow up on Zoho.
ease of use . Easy integration with all applications . And constantly updating itself are my favorite features.
It's a bit sad that it has api limit ,workflow limit and various limits.
I can easily follow my customer candidates, contacts and contacts, sales opportunities and offers.
Zoho helps me to keep a track of my activities and meetings which in a way keeps me updated with my accounts. Mentioning the notes in accounts is very easy.
The least I like about Zoho is seeing the activities such as schedules or missed calls on desktop as it is a difficult task.
Zoho helps me to keep a track of my sales funnel and upcoming sales events. Also it reminds me of calls and meetings.
The best part of Zoho CRM is that you can create reports and dashboards per your requirement. Also, you can track every individual data, create invoices, inventory management, procurement management and many more thing.
Everything is so good, as per my thinking.
Zoho solves the problem of every individual salesperson, manager and also management to maintain the records. Each individual's main problem is to manage the Leads, Deals and accounts, so Zoho helps them to do the same.