Zoho CRM Reviews & Product Details

It saves cost and able to handle the complexity of a work force and business very flexible with good updated features

Nothing for now the software is okay and easy to use very flexible it has a lot of very useful and effective features which are easy to apply and use

Am using it to solve innovations and collaborations problems and is yielding positive results

The best thing about this software is its user-friendly platform and let new user to learn the software very easily with a short period of time. Also, it covers almost every aspect of the business processes like lead mapping, creating an account and so on...

I think the customization of this platform needs some extra knowledge and skills. This cannot be done with the basic knowledge of the tool.

There are many problems to be solved by implementing the zoho crm software like prospect details can be mapped directly along with the different level of conversations. Also, the daily activities of the sales people can be converted automatically to report dashboards.

Amazing tool to track the sales progress, new potentials, closing potentials, closed deals (won and lost). The reports provided are detailed and efficient for further analysis. You can also track sales people and customer interaction.

System glitches can occur once in a while, also their automatic billing system is not very user friendly.

I have been able to analyze and track the sales quotas and calculate commissions based on that. Reports provided are useful in in-depth analysis as per employees, projects, potentials etc. Various reports provide a much clearer view by time, employees, potentials etc.

When we run campaigns Mails are landing to primary mails

No email insight option. if it would be there it could be more user friendly.

I am not able to track my emails. Benefit: Emails are landing to primary box.

I love that Zoho is so affordable and gives me peace of mind knowing my contacts are living somewhere. I've utliized plug-ins in the past, such as Zapier, to help automate my marketing efforts.

It's not as intuitive or feature-rich as competitors, and the automated workflows could use some serious upgrades, as they are time-consuming. I would also like to see more gmail integrations, as we've considered moving some of our team to gmail and this is a big obstacle for us. We use Zoho for small event management, not overall customer relationship management, so I wish there was more integration with event management tools

We use Zoho for small event management, not overall customer relationship management. We've been able to keep event attendees separate from our customers, which has prevented a lot of headaches.

I like that all my customer notes are in one place! I love the ability to set reminders for myself on tasks and calls to be completed regarding my customers. I also love the ease of navigation within the tool.

I dislike reporting, it feels clunky and more difficult to work with than it needs to be.

We're tracking all of our interactions with customers, past present and future. Huge benefits as far as remembering customer information, touch-points, dates, etc.

When it comes to managing and organizing while using Zoho CRM, it is quite worth it and one I would recommend the setup.

I something do not like the company's logo, but I do not let it bother me; it may be neat if they do maybe a logo contest or such.

I was using it when it comes to organizing finals, which made it worth the usage and time along with the effort.

I have enjoy the free email client software and just started using crm.

Nothing. It's worked great with no problems.

Need for personal domain email for low budget

I started using Zoho about 8-10 years ago because I needed a place to store client information and notes. I liked that it was web-based and easy to get to when I needed to reference previous conversations with clients and other critical information.

It's a little overwhelming. We have Zoho CRM and many other Zoho modules but we've never really fully implemented everything.

Storing client info and notes.

Everything is fairly basic and easy to navigate through with Zoho. It’s not overly complicated, and even first time users will be able to find their way around pretty quickly.

Zoho is simple and can certainly get the job done, but it doesn’t have the same tools and customization options that other CRM systems offer.

Being able to log things within our accounts and leads makes tracking data much easier.

Zoho provides most of the needed features for tracking your customer, sales contacts, and business process.

Sometimes it's hard to find the option you want or understand the process flow. Need a way to bring up a hierarchy of business contacts at a single company. Would like a import function with LinkedIn. Features like constant contact for email marketing.

Coordinating the sales process and organizing a system to keep communications within our company is important. Adding notes about any contact points is important to keeping everyone informed.

Zoho was very helpful at organizing all clients data.

I did not like how it would double up tasks that already were in there

Zoho is for company organizing with clients and billing and meal preference selection

As a user, I can see the potential in the customization of zoho. I’ve worked with two companies that implemented zoho, one from the ground up and my current employer who has had it in place for a while. It’s flexible and customizable and meets all our needs for sending and receiving sales documents and for keeping customer records and reviewing my sales.

Our crm has not scaled well with having 100+ employees.

It’s been mostly a streamlined experience using zoho. The biggest downfall is how slow it’s been, but I’m not an admin and couldn’t say how to fix it.

I like that I can store all of the information for all of my clients in one spot. It is easy to access and it’s great for communicating data.

I think some of the fonts used are hard to read sometimes.

It allows multiple people within a company to access the same records without any hassle

I found Zoho CRM to be very customizable to meet the needs of the users. I was able to easily set and control the categories that my sales team was reporting on. I found it very user-friendly, and met all of our needs. The mobile app made it easy for our sales team to update their prospects on the fly after calls or meetings, so it was always up to date.

It was difficult for me to integrate with our e-mail service to pull in data for segmentation, otherwise I thought it was a great tool. .

Zoho was a good CRM tool for our basic needs - we just needed one central location to manage our sales contacts and pipeline. It standardized the reporting to upper management and made sure that we had a good sense of the upcoming sales prospects and continuity if a sales person left the company.

Easy app, easy to use and get around with ease. Easy to read

Too many login verifications, could be easier

Keeping up with numbers

I like that it is a third party app separate from other mail

Sometimes mail goes in wrong inbox which can be hard To locate

None

You do not need a software engineer to set up Zoho, input customer data and connect to marketing automation tools. Much easier than Salesforce, but less integrations if you need that. Good for smaller companies.

Not applicable. I liked everything for the small company size.

Include all customer data

Zoho is very simple and effective tool for sales team. Which will help us to evaluate the sale performance

email templates and sequencing is not properly working in it.

Zoho we are using it for sales and BI tool. Which is really helpful to forecast the sales which we are doing in it.

High level of customization possible and able to be used in a variety of environments.

Customization interface was somewhat complex.

We are able to keep track of sales pipeline, measure results and target our activity to multiple focus areas to produce better results.