Zoho CRM Reviews

Zoho CRM Review

Comments: Business problems which we are solving using Zoho CRM are as such:- 1) Having better understanding of data from marketing and sales team. 2) Not every team needs access to CRM which is very good for securing our data and privacy is maintained at high level. 3) Connected different tools such as - Zoho Campaigns ( For email marketing), Zoho Bookings ( for book keeping), Zoho Inventory ( for inventory management), Zoho Bookings ( for booking management) etc. and all the data can be seen inside Zoho CRM, which helps us alot and we dont need to switch to differnet applications

Pros:

Most impactful featres of Zoho CRM :- 1) Sales & Marketing teams can use it together to capture leads, convert them to a successful customer. 2) Marketing tools, Sales tools and post sales tools can all be integrated with Zoho CRM, which helps in maintaing data for each customer accurately. 3) We can intgerate Zoho CRM with third party API's or tools by directly writing the code inside the Zoho CRM. We can also connect Zoho CRM with other tools using zapier, integromat aka make, integrately, pabble connect etc Not all product is easy to use but with little effort I have figured out becausue they have Zoho Academy and the community for each application of zoho is good. Integration with the existing business was quite challenging but being a part of the good team makes it easy for us implement it. One more recommendation, if Zoho can bring case studies of how different industries are making better use of Zoho, then it will help us understand and expand our business.

Cons:

One thing which I would like to get improved in Zoho CRM, is the overall speed at which it refreshes. If this can be improved it will save alot of time and make us more money. Getting custom coding and Blueprint is a little difficult but everything else is all good. Overall the integration was not tough for us with Zoho CRM.

Zoho CRM experience so far

Comments: Initially, I thought there would be limitations or that certain tasks would be difficult to achieve. However, as I explored and became more familiar with the platform, I discovered that it offers a wide range of features and customizations, allowing me to accomplish much more than I initially expected.

Pros:

I like the most is how it is easy to learn to customize and integrate the requirements we need.

Cons:

I think there is nothing yet. But I think how I was easily intimidated by the platform in the initial phases.

The best and worst things

Pros:

Integration with other apps and easiness to use

Cons:

The paid training and the fees is super exaggerated for training which is should be free

ZOHO CRM experience in Construction industry

Comments: Overall, my experience with Zoho CRM has been positive. The platform's customizability and integration capabilities make it a robust choice for businesses looking to streamline their customer relationship management. While there are areas that could benefit from improvement, particularly in customer support and mobile functionality, Zoho CRM's extensive feature set and cost-effectiveness make it a compelling option for organizations of all sizes

Pros:

Zoho CRM offers a lot of customization options allowing business to tailor it based on needs. This included extra fields, layouts, modules, and reports. It has a user-friendly interface that can be easily configured with easy accessibility to all information with simple clicks. It has good integration capabilities with other applications with free and paid add-ons. Cost is acceptable compared to other competitive software and has variety of options based on the level of functionalities needed.

Cons:

Some advanced features are not easy to implement and require certain knowledge and skills to be configured. Based on the license level, some customer support is not the best experience you look for in a cloud solution. Mobile app is missing some of the main features that are needed to have access to CRM information.

Zoho Recruit eatssss

Comments: My experience with Zoe has been great everything is so easy to start once you get over the learning curve it fits with all of your needs for your business especially me and my call-center

Pros:

Omg i love zoho crm. I run a virtual call center and its the ONLY tool that does it efficiently to recruit agents. I integrate with so much of what I need and i love that they have mobile friendly option

Cons:

Zoho itself does have a bit of a learning curve that you have to get used to but if you keep at it itll be the best tool you've found.

Best tool for CRM

Pros:

Best CRM tool with alot of features both online and offline that has helped us organzie and manage office duties

Cons:

support team lacks customer lanagage and tend to be tough when responding

Good system but lots of settings

Comments: overall experience was so is better than the system that you have before. Lots of options and settings and we can bring all our contact information and client accounts and deals and quotes and also report from one system and the whole company can access it all at once and so we don’t lose any information anymore. That helped with not using paper anymore and bringing out the first 21st century, especially with digital signing contract and automatic notification when contacts are signed.

Pros:

zoho crm is a great platform to bring all digital contracts that we have for our company together. We don’t need to use any paper anymore and have all our customer information in one system.

Cons:

sometimes settings are very hidden, and some automations are not very self explaining. The design is not as modern as other platforms.

Zoho CRM Review

Comments: My overall experience with Zoho CRM was positive. The platform offered a wide range of features that were essential for managing customer relationships, tracking sales, and improving workflow efficiency. I found it to be very customizable, which allowed me to tailor it to specific business needs.

Pros:

What I liked most about Zoho CRM is its user-friendly interface and customizable features. The ability to tailor the platform to specific business needs, such as automating workflows and creating custom reports, made it very efficient. I also appreciated the integration with various third-party apps, which streamlined processes and enhanced productivity.

Cons:

What I liked least about Zoho CRM was the occasional complexity in setting up advanced customizations. While the platform is highly customizable, some features require a steep learning curve or technical knowledge to configure properly.

Zoho CRM - a middleware to cloud usage review

Comments: So I was in a middleware team at builder.ai. The product on which I worked used to gather customer data where they used to customise there own software. This customer data use to flow from our middleware to clouds like Salesforce, Netsuite, Zoho CRM. So here we had Zoho, this had implied rules for the data to enter in and get stored on any cloud. We had ticketing as well for customer service

Pros:

I like the way the UI is designed, the way it is curated to address scenarios where the user is a non coder, has no or basic coding ability. I like the GUI based workflow management and its ticketing system

Cons:

The costing is slightly high, implementing it requires skilled professionals and some training. The forms can be more expressive and features can be improved

All-in-One Suite

Comments: It was an amazing experience Zoho CRM offers all in one solution and not very expensive. It integrates easily with previous system.

Pros:

Integrates with other Zoho apps, providing a comprehensive suite for sales, marketing, and customer support.

Cons:

Offers limited features and lack some advanced features compared to other CRM solutions.

One of the best CRM... Love this amazing tool

Comments: Overall I love this CRM. I am using it daily and my work is incomplete without it. I use it for campaign management, sending important emails to customers. Managing all data and information in one place. The most important thing is Zoho CRM's dashboard and reports which are amazing and easy to understand.

Pros:

I am using Zoho XRM for more than 3 years and found it a really amazing platform for customer relationship management. I like their simple yet effective user interface the most. I can use it very easily. Zoho CRM helps us to manage our all databases and related information at one place with amazing security. Overall I can say that this is an amazing CRM.

Cons:

There is one thing that I want to highlight about this CRM that I dislike about it which is Zoho CRM is a little bit expensive compared to others but on the other hand, I can say that it is worth to spend on it.

Great product for a small start up

Comments: I always recommend Zoho before I recommend SalesForce. It is a best-in-class product.

Pros:

I recommend Zoho very often. A lot of companies go big earlier than they really need to and spend way too much on SalesForce & Marketo. I worked for a very small company with some limited budget that pivoted to sell it's product to the Enterprise. Zoho was incredibly easy to set up, intuitive to use, and contains all the most important features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredible effective acquiring leads, nurturing them, and tracking pipeline in Zoho. Our small sales team found it very easy to use and loved it.

Cons:

There's a point when you need a more robust integration eco-system and a lot of customization. This isn't really a con per se, but Zoho, by being not as complex and customizable as SFDC, will eventually need to be replaced. This should last you many years before you outgrow the functionality.

Great Help Desk Solution for Small Teams

Comments: Inherited Zoho Service Desk CRM for help desk tickets. If you're considering Zoho CRM because the price is right, make sure you have clear and precise department directories, support categories, clear SLAs, spelled out escalation points, and strategic auto-repliers and boiler plate email templates ready. If you don't have these already pre-established sit down with staff and discuss it first. You'll be much more successful cut and pasting these into a blank system than to muddle along. At first this system was just a email inbox with useless reporting and we couldn't keep track of progress. Overtime, with tough changes we were able to modify the system to handle tickets better (between maintenance tickets, auto generated tickets, and support requests) for more accurate department reporting of urgent issues, projects, and regular requests by category.

Pros:

- Great ticketing / response help desk solution that's free for small IT teams - Great automation for creating special filters, automation rules, and auto replies for anything that comes across your support@ address. - Great CRM tracking for monitoring customer responses, reporting tools, SLA alerting when nearing SLA deadlines, agent tracking KPI metrics, and ticket history tracking. - Great solutions archive and knowledge base which can be added to via the ticket itself - Great notification options including (email alerts, webhook integrations, and SMS text messaging.) - Nice tools for scheduling routine maintenance tasks which appear as tickets and count towards technician KPIs (as tickets). - Very secure portal, customer portal, 2 FA authentication options, and easy to manage UI

Cons:

- Takes some time to initially setup, defaults often aren't helpful. - Hard to understand webhook integration instructions, uncertain if two-way functionality is available for a Slack integration (if so, it'll be manual). - Need to watch for mail fetching often! If you aren't getting tickets after 6 hours, mail fetching is turned off and needs to manually be reset. No polling service, or automated mail fetching ping service so you need to make sure when doing exchange maintenance to remember to start this service when stopped.

Just Amazing

Comments: I cannot rate Zoho Crm/ Books enough. The whole crm system is easy to use, although it looks complicated at first it soon becomes easy to navigate. I can organise my whole business in a couple of clicks, it has literally saved be 4 hours of work per day.
The price is cost effective and value for money.
The customer service is outstanding.
98% of the time they can offer a solution to my problems, the other 2% it is possible to hire a freelancer to create a script that can work within the system.
If you are considering moving to ZOHO my advise is do it, they are are the top of their profession.

Pros:

The customer service is the best I have ever experience, they are friendly, very knowledgeable and super fast

Cons:

Do not have a con they literally surpass my expectations every day .

A CRM for the Masses

Comments: Overall, I would strongly recommend ANY business to try it out. Check out the free version and you'll still get a lot of value out of it.
Their Paid versions are absolutely worth it.
We started off with a Free version and then graduated into 3 Pro Users and it was a great experience.
The Customer Support Team is EXCELLENT and they really spend the time with you to get you up and running and will offer other real-world examples. I feel they really want their product to work so they're dedicated in assisting even the novice amongst us.

Pros:

This is a very low-cost CRM for Small Businesses that are interested in tying out to see if this can really work for them. It beautifully and seamlessly integrates with Outlook and you can use ZohoCRM for most (if not all) your communications with clients and prospects. The interface is easy to understand and you can get most things done intuitively.

Cons:

Extracting out a list of all your prospects/customers into ONE Excel sheet became a painful experience because as simple as we assumed it to be it actually become fairly cumbersome. Maybe we didn't have the in-depth experience.

It delivers what's promised

Comments: It is good. You get what you pay. I like the software and it is easy to use. I think it makes sense having a CRM consultant before setting it up at the beginning to make sure that you don't need to migrate things, and also it may help you optimise your costs.

Pros:

I've used Zoho CRM for almost 5 years and I've witnessed its evolutions during those years. I think it is an overall good tool for small to mid sized companies. I enjoyed the flawless marketing automation feature, especially when a new lead comes in from a web form, it immediately adds it to the CRM. The system can recognise the lead if there was a past interaction. Once the lead is in the system, you can enrich the data by populating all the data fields and you can customise new data fields according to your needs. I find it pretty easy to arrange for all departments in the company. I mostly used it as a part of my daily tasks at sales team. I was able to manage my leads and track the progress. We didn't really use it for any campaigning but mostly as an overall CRM. The reporting section is pretty good and I enjoyed the customisation. It actually offers more than average needs of a salesperson. Recently, they made new integrations and also adjusted the performance - in the early times, it was a bit slow but they fixed it.

Cons:

Zoho CRM seems to be a mid-segment tool when it comes to pricing at first sight. However, if you want to expand the tool with more features/add-on, you may need to pay additionally for them. It increases the cost. At the end of the day, for a large company, it might be as pricey as enterprise CRM solutions. You need to make sure about your needs before you set it up for your organisation to make sure the cost meets with your expectations. The UI can be improved and be more user friendly.

Zoho CRM is very good, but it's not brilliant.

Comments: It's very good at delivering against the key tasks of CRM, but it's not amazing. Also, it's a lot more expensive than it used to be (approx 100% more expensive now, than when I first started using it).

Pros:

It's relatively cheap (approx $40 per user). It does everything I need from CRM (Contact Management / Sales Pipeline Management / Sales Order Management / Invoicing) relatively well.

Cons:

The interface always has been (and seems like it will always be) a bit clunky. I've also always hated that those arriving at the early stage of the sales process (Leads) cannot automatically be moved to 'Contacts' / 'Prospects'. I find this infuriating.

One of the top CRM solutions

Comments: 100% Satisfied with the product, support, updates, and price.

Pros:

The value for money is excellent compared to other tools in the sector. Also, the capability to create custom functions and integrate with proprietary and non-proprietary solutions is very useful.The user interface is very intuitive and clear. The customization process is very simple, most modules do not require customization because the preset data responds to general needs.Also, you can create a custom module to capture specific data, this can be related to the base modules, making all your data linkable.

Cons:

Documentation can be outdated, but customer support has a lot of knowledge.

Effective CRM System

Comments: Very positive! It is much more simple and better designed than some CRMs I have used varying from cheap ones up to higher end custom ones. It offers all the usual functionality and the navigation is simple.

Pros:

Very easy to use compared to other systems I have tried! Easy to integrate, mass update records, export information and access via app.

Cons:

Would prefer stronger integration with Zoho Sites and Bookings to add more functionality in automation but this likely could have been achieved with more technical knowledge.

Powerful CRM for Small/Growing Sales Operations

Comments: Zoho has produced a huge amount of value for our business. Our work involves a lot of prospecting and active sales handling for each B2B lead. We used to do everything manually on Excel, but once we moved to Zoho, a lot of our sales actvities are now automated. We have automated reports, A/B tests for automated sequences, and a clear pipeline and activity dashboard to track all of our activities. I can wholehartedly say that it's defitiely moved our sales operations to another level.

Pros:

Zoho has all the features you need to manage the A-Z of your sales operations. The automated workflows and sequences have been especially helpful for us because it used to take forever to send our opening sales emails to hundreds of prospects, whereas now, we don't ave to spend a single second to send these emails, and they're standardized and have automated reports on their performance. This alone has probably saved us a dozen hours each week from sending them manually.

Cons:

It was difficult for us to get off the ground in the beginning, we even questioned whether it was actually going to be the right fit because of that. It might be good to have better onboarding to get ahead of that.

ZOHO ONE and ZOHO CRM

Pros:

Various pricing tiers, including a free version with basic features; user interface of Zoho CRM is fairly user-friendly; Great Customization options!; integrates seamlessly with other Zoho applications as well as third-party apps, such as Google Workspace, Microsoft Office 365, Zapier, and social media platforms. It also offers automation. Mobile Accessibility with the app

Cons:

Zoho CRM is user-friendly, but mastering its full range of features and customization options requires time and training, especially for users who are new to CRM software. There is limited customer support with long response times and difficulty in getting timely assistance for technical issues or queries. I personally have had a few issues with some minor glitches and the first response back is always some canned response that is annoying. After about 3 tries, they then ask you to send a video of the issue, and then MAYBE someone will help fix it all. There are still issues I am having after a year that have not been fixed, and these glitches are affecting my automation. For complex customization, may require technical expertise or assistance from Zoho's professional services, which incurs additional costs. Scalability: While Zoho CRM is suitable for small to medium-sized businesses, some larger enterprises may find its scalability limited compared to other CRM solutions on the market. Other: offline functionality of Zoho CRM is limited, which may pose challenges for users who frequently work in environments with poor or no internet connectivity.

Solid integration for our business needs

Comments: I like getting every one of my clients and openings here, I like the "openings" area where I can utilize the kanban view to have an incredible outline of every one of my chances and I can make from here all assignments that I need to follow up and in that manner, I can't miss any of them. I like additionally the report area so my group and I can see the business wins of the month and the figure for the next months to settle on a legitimate objective. Different parts exceptionally helpful is the likelihood to coordinate with Aircall (telephone framework) and Woocommerce to get synchronize all clients subtleties. I don't care for the statement work. similarly as with the expert arrangement I can't actually tweak my statements so I need to make without anyone else. I don't have some other protests as I'm very content with it.

Pros:

Through Zoho CRM I am effectively overseeing asks and citations in light of the fact that through its information synchronization I stay to refresh about the main leads and about the main clients, accordingly I am better at taking care of the business pipeline. Presently I can all the more likely help my clients seven days every week and 24 hours per day through its considering administrations that additionally assists me with social affair their criticism, this information assists me with advancing acquire adjustments my items. With its shrewd calling administration, I can likewise have live talks with my clients. The fascinating thing is it's anything but an extraordinary method of overseeing various visits without a moment's delay and layout messages make more effectiveness.

Cons:

As far as task overseeing more alteration is require. The application doesn't zero in on the set of experiences, I have difficult issues about the following of the cycles and about the detailing of the past receipts. At times the product gets increasingly slow humming sound beginnings showing up on my work area.

CRM tools that worked

Comments: All the years of experience with Zoho CRM has been wonderful and has helped our sales and marketing team to manage our lead and new client.

Pros:

It's been a terrific experience thus far. Getting help from their customer service team via quick chat, some of whom are pretty helpful and educated, is probably the best option. The only way to resolve some problems is to make a phone call, but that's not an option here. Inconvenient as it may sound, callbacks are available, but they may be a pain when the person you're calling has already made an effort to do so. Email correspondence, on the other hand, may go on for days before things are resolved.

Cons:

There are moments when I get confused about the platform since it's so complicated to configure and figure out various aspects. To me, they appear to be copying Google Workspace, but I like it. I'd love it if I could make my email software look and work just like Gmail. In addition, I'd like to see additional video lessons on the site. Because of its enormous scope, it needs a team with deep expertise to implement it effectively.

If you want to keep your sanity, then stay away from ZOHO

Comments: The benefits this software provides is nothing more than any other CRM available. Keep records of your accounts, logs of communication, track your sales pipeline, etc. etc.

Pros:

The CRM is easy to use. Unlike other CRM products, with Zoho you don't have to be an expert to get started. The interface is clean and easy to use. It doesn't have all the insane features that other products have, but that is what sets Zoho apart because they are trying to keep it simple for small businesses.

Cons:

There's too many issues with this product to even begin listing. The application is buggy. I started reporting bugs to their support department but they occupied too much of my time and would remote into my computer and repeat the same steps over and over again, expecting a different result. I gave up on reporting issues. They don't even care to fix them anyways. The support is extremely poor. I'd rather have them offer no support than the support they provide, as you'll get even more frustrated with their support than not even having support at all. We had an "Enterprise Account Manager" which wasn't very responsive. Any unresolved issues with the application he would just send back to the support department (the same support department you'd been previously fighting with for months on petty issues) and then nothing would end up getting done. Based on my conversations with the account manager, I can confidently say that nobody in the organization has any clue what's going on. Nobody in the company has any empowerment to do anything, everybody acts like pre-programmed robots. There is a horrible communication gap between departments, nobody is on the same page, everybody just passes the buck thinking somebody else will take care of the issue. You can tell there is a pretty bad work ethic and culture. You'll get the run around and end up getting exhausted and give up. You end up having a second job just trying to deal with Zoho. It's quite simple, STAY AWAY.

Biased for a Reason

Comments: Zoho One provides a complete operating system for business. Where I have noted cons in this review I would note that Zoho One bringing everything together cohesively is far better at saving time than any frustrations it may cause.

Pros:

One system that provides extensive capabilities. Zoho CRM plugs into the more than 50 other Zoho Apps with a single Zoho One license. Instant integration (as instant as it possibly can be). No more cobbling together system after system. I have all of the following in use from Zoho: CRM, spreadsheets, documents, file storage, security, marketing, social media, HR Management, accounting package, email, surveys, signatures, project management, notes, appointment management, presentations, webinars, online meetings, web hosting and design, online chat for web site, mobile expense capture, business analytics. I have used much more, that's just what I use on a day to day basis. These are the applications of business today. Nothing much out of the ordinary but if you are using anything else other than Zoho, you probably have a patchwork of applications to navigate.

Cons:

Bleeding edge software development comes at a cost. Zoho brings out releases fast and often so sometimes there are annoying things that happen. This does not consume a large portion of my time but if you need consistency and 100% predictability then Zoho is probably not for you. If you are okay with 99% predictability Zoho is a good option. An example is the design of the Contact view in Zoho being changed recently without notice. If you are like me then you go with it. Some people who need things to be the same day in and day out can be rattled or frustrated by something like this.