Zoho CRM Reviews & Product Details

We are able to customize the service to exactly what we need to manage our clients.

I wish they would update some of the email settings. Specifically, scheduling emails for a later time, the quick options are not practical at all.

We are able to track client requirements with tasks. Mass emails are great.

The integration for software externals by Apollo io, and different sectors and canvas is very good

The Zoho CRM no is automatized activists in the software

Otimized time in the registered for activists and monitoring people's action

Zoho is extremely easy to use and cheap. It is perfect for SMEs because the cost is low and the onboarding of internal employees is easy as well. Since all the apps are tightly integrated, data flows seamlessly between apps and between departments i.e invoices created in CRM are available in Zoho Books for finance team to look at, employees added in Zoho People are available in all other apps to give easy access.

Zoho One is not created for big companies, once your company scales up, most of the Zoho apps will start causing issue. Zoho one apps are built by bringing most common use cases from all the domains and do not cover individual needs that an organization must have. There isn't a lot of room for customization which is needed a lot in big companies. Hence, you can use Zoho one while you are a small to medium company but as you grow you'll have to switch

The biggest problem Zoho One is solving is creating apps within budget. Getting a suite of more than 40+ app for $1 is a boon for startups and small bootstrapped companies where every dollar count. Anyone can create apps, there is huge competition there, you have hubspot, freshdesk but all these are expensive. Zoho is cheap and covers all the generic use cases an SME can come across and that is what benefits me

The pricing options based on the number of power users and business users. Easy to use and integrate the tool with other external systems (marketing automation, revenue recognition systems)

Customizations based on automating certain processes are super hard. The acceses are provisioned only to power users and the dependency on the support for every change is frustrating

Helped our team in maintaining the opportunities as per the funnel. The scheduling options are quite easy with easier rules on when to design a followup email to leads and opportunities

Zoho CRM has been a handy manager. It's very customizable. It gives a diversified platform and the latest technology for business development. It's automating the process using workflow automation.

The phone calls and email integration via the app are complex. if you will work on this would be great

Reporting and dashboard, Navigation from contact level information to account level information. And automated workflow and email logs is perfect. Provdies you with an ample field to store information at contact, lead, account, and opportunity levels

Crm lead creation, zoho voice integration and sales forecasting

Pricing is high, so they should give discounts to old clients

Client integration and closing deals

i like that everything is accessible, from my calls to my payouts. Makes it very easy to keep organized

I don't like how the tabs are labeled with the previous account name. I would prefer at least my schedule to say calendar at the top so I don't have to search for it.

They added the estimated pay time, which i love and im sure that HR likes it to

The fact that you can track marketing campaigns is a plus. Zoho is very useful for putting a timeline on your campaigns and tracking their progress. Great for larger marketing teams

Zoho needs to be able to integrate more seamlessly for certain Apps and maybe even social media applications such as hootsuite. As a marketing team you may want to see how your social media posts perform.

Zoho has made it easier for my marketing and sales team to stay on top of sales. It also provides an excellent way for management to monitor how the sales are doing.

Zoho is a very simole yet powerful crm platform including inventory management and other accountability features too, one of the most interesting thing is that we can do full transaction on zoho crm from purchase orders to providing delivery notes and invoices too

The thing I diskliked that zoho can partner with more e-commerce giants like the Dukaan, flipkart the more it gets involved with more e-commerce giants It get more recocnization

Zoho crm is solving inventory management problem and It is helping a lot of businesses which can not afford many employees at a short span of time I provides an full automated process of order processing including each and every steps from inventory management till logistics

The simplicity of the dashboard The synchronization with other Zoho products

Nothing as of the moment but more visuals can be added to the dashboard

Being able to track all customers is a headache, with Zoho CRM it was easy