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6382 Reviews

- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Your clients in the cloud
Reviewed on 27/08/2019
In my organization we need to have access to our customers' information, anywhere, so we think we...
In my organization we need to have access to our customers' information, anywhere, so we think we should migrate everything to Cloud, and Zoho helped us to do it quickly and easily.
Pros
Easy, everything is everywhere, easy to access even from the cell phone, it is incredible that all the information is online. It helped me a lot not to depend on sitting in the office to work.
Cons
It can be adapted for all companies, however for Latin America and certain information such as the NIT field that is not found but solve it by generating an alphanumeric field
Alternatives Considered
Dynamics 365Reasons for Choosing Zoho CRM
We needed a cloud solution, in order to have access to information outside the office.Switched From
Dynamics 365Reasons for Switching to Zoho CRM
The price.
- Industry: Information Technology & Services
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Easy to use, monitor leads and manage team assignments
Reviewed on 16/05/2022
As a less expensive option, this is what I recommend to all of my clients. If you're comfortable...
As a less expensive option, this is what I recommend to all of my clients. If you're comfortable with the platform, it will serve you for the rest of your life. It's been a wonderful experience. You may receive answers quickly and easily by chatting with a member of their chat support team.
Pros
Zoho is a good alternative for clients who don't want to shell out money for Google Workspace. It accomplishes its purpose. My satisfaction with their efforts is based on the fact that they are attempting to make their platform accessible to everyone. Much of it is configurable and we were able to put it up 90% of the way we wanted. It's a breeze to use and keep track of.
Cons
I'd like it if the platform's many sections were made a little easier to configure and understand. In my opinion, they are attempting to mimic Google Workspace, although I am more familiar with Google Workspace's features. I'd love it if I could make my email software look and work just like gmail.
- Industry: Design
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Customer relationship management software
Reviewed on 06/09/2023
is a tool that allows me to offer my customers a unique and transparent experience, ensuring that...
is a tool that allows me to offer my customers a unique and transparent experience, ensuring that my sales are tracked in total security.
Pros
Facilitate access to information on customer needs and protect your data with ease, by only giving consent to the user you authorize
Cons
Zoho CRM has the disadvantage of customer support in French and English. Set-up can be quite complex
Alternatives Considered
Asana- Industry: Electrical/Electronic Manufacturing
- Company size: 11–50 Employees
- Used Monthly for Free Trial
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Great Software
Reviewed on 26/08/2023
Pros
The CRM automation to automatically send emails to clients
Cons
Nothing, great products..
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Zoho Helping with Customer Service Management
Reviewed on 05/06/2023
Wonderfull
Wonderfull
Pros
Zoho CRM is very easy to use , Has more functionalities as compared to any other CRM tools
Cons
Some other functionalities are very limited.
Reasons for Switching to Zoho CRM
User friendly , very easy to understand and very stable
- Industry: Retail
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Their Products Are Poorly Integrated
Reviewed on 08/10/2019
A simple example of the problem with Zoho - we sell on multiple platforms - Ebay in particular. We...
A simple example of the problem with Zoho - we sell on multiple platforms - Ebay in particular. We were attempting to do a simple import of Ebay orders/invoices into Zoho. CRM Orders do not talk with Invoices at all. And if you attempt to import an order, you cannot do so by using something as simple as your SKU. It's ridiculous.
Pros
It was easy to buy and I have to add a few more characters to have the review accepted but that's just how little good there is about this product.
Cons
We used CRM, Inventory, Invoicing, and Accounting. The products were poorly integrated - it made you wonder if the people writing the code for each of them actually worked for the same company.
Alternatives Considered
Salesforce Sales CloudReasons for Choosing Zoho CRM
We needed an ERP system utilizing a WAN.Switched From
QuickBooks Desktop EnterpriseReasons for Switching to Zoho CRM
Unfortunately, we had to make a decision based on costs.- Industry: E-Learning
- Company size: 501–1,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Worth the Money - Zoho CRM
Reviewed on 04/09/2023
Overall, my experience with Zoho CRM has been good. For my job role, it has helped me greatly by...
Overall, my experience with Zoho CRM has been good. For my job role, it has helped me greatly by providing the necessary tools to make my job more efficient and effective.
Pros
Zoho CRM is an all-rounder tool that has helped marketers like me not only understand the fruits of our campaigns but also aid us in scaling our campaigns with lead analysis. The various options like lead capture, sales pipeline management and detailed report generation features have been useful in my daily work.Moreover, a seemingly trivial but important feature has been the lead status feature in sales management - this helped us in filter CA's to send them automated follow-ups.
Cons
The only drawback was the UX-UI of the tool.
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 6.0 /10
Entry Level CRM Platform
Reviewed on 28/08/2023
While it is useful for an entry-level CRM system, you will soon bump into the limitations of the...
While it is useful for an entry-level CRM system, you will soon bump into the limitations of the system when you try to implement some custom functionality.While some users are finding it easy to use, some of our users struggled with the logic of the platform.Searching, filtering and analysis tools are nice and clear.Workflows and approval processes are as easy to setup as other leading CRM platforms.
Pros
- Relatively Affordable- Easy to use- Integration Points can be set up- Automation not limited to lower-tier plans
Cons
- Limited customization compared to industry leaders- Low-tier plans are limited by number of users- Not clear/enough user guides/guided videos/support documentation- Customer support lacking compared to competitors
- Industry: Banking
- Company size: 10,000+ Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Zoho CRM
Reviewed on 12/09/2023
Overall is great
Overall is great
Pros
For our organisation below mentioned features we use and liked the most as well.1) Email Integration2)Zoho Cliq3) Reporting And Analytics4) Document management5) Tast Management
Cons
Yes there are couple of things which I dint like about Zoho is their customer support which they are to improve, Integration challenges , offline access is very minimal that should be improved.
- Industry: Health, Wellness & Fitness
- Company size: 1,001–5,000 Employees
- Used Monthly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
flexible, ready to use
Reviewed on 31/08/2023
Pros
Zoho is a really really flexible app. You can easily adapt your processes to the Zoho. You can easily establish with the unrelated people in the organization. They can start to use it immediately. Therefore, it enhance the company know-how. I couldn't write down all of the strong properties of the ZOHO, but honestly it is the best.
Cons
I think there is no bad property about zoho, but if I have to say something, this application could provide more property within the system. It is too lean. But it is also a strong side of this application.

- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
CRM for Small Business
Reviewed on 15/08/2021
Overall Experience is Very Good. We are happy with the product. We had our doubt while purchasing...
Overall Experience is Very Good. We are happy with the product. We had our doubt while purchasing but now we are glad we did.
And Zoho is developing, introducing new features every now and then. Very Nice
Pros
A lots of features in one place with different functionality, made the life easier. We use MAIL, CONNECT and CLIQ all the time. It has become an inseparable part of our Business.
WorkDrive is very Responsive and Reliable Best solution for File storage with the team. I can Give access to a folder to my colleague and can revoke when done. Very easy.
Mobile apps are Also Nice and Handy.
The way ZOHO keeps everything Tidy and Clean by offering different options for different problems is the most I like about ZOHO CRM
Cons
Very big System a lots of functions which remains untapped and I think it will be for some time now. beginners have to learn some behaviors to work with it. The learning curve a bit Steep.
In short I don't have anything that I dislike about ZOHO, but it took some time to get here.
Reasons for Choosing Zoho CRM
Google is Good but very Expensive. Zoho is on the other hand a bit low on the price side. Initially that was the primary reason to switch.Switched From
Google DriveReasons for Switching to Zoho CRM
It was a little less costly and was promising a lot of features. Other Options that we tried was not promising much. Another very important thing is that they gave us 2 months free, the paid version for free. For the whole team with the Email support. I mean we had our [email protected] for free. In the while We tested the platform as much we could and liked it, purchased it. Happy that we did.- Industry: Nonprofit Organization Management
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Zoho CRM for non profit animal welfare organisation -rescue, hospital and shelter management
Reviewed on 29/04/2022
The entire operations of our non profit are managed with Zoho CRM Enterprise Edition.
The user...
The entire operations of our non profit are managed with Zoho CRM Enterprise Edition.
The user experience based on feedback from 50plus users has been very balanced.
Of course not every need can be met but the use-case to product fit is quite high at over 95%
Pros
Incredibly flexible
Allows a great deal of customisation to suit nearly any requirement a non profit can have
User friendly
Drag and drop customisation makes it easy to administer
Deploying new features in a design done over 2 years ago is still a breeze
Minimal deluge coding needed to achieve new functions not natively supported in configuration
Cons
Having to use multiple satellite products like Zoho forms, Zoho campaigns, Zoho analytics though most of these are available natively in Zoho CRM are rudimentary. It’s a commercial decision of Zoho but not an unreasonable one. The integration set ups between these satellite systems are quite easy but still needs learning a different UI as it’s vastly different from the CRM UI.
Alternatives Considered
ERPNextReasons for Choosing Zoho CRM
Zoho CRM was easy to use and we could visualise the end solution without much difficulty while evaluating our use-case fit due to its incredible flexibility.Reasons for Switching to Zoho CRM
Use case product fit was much better. Our entire process listed below could be mapped quite easily in the core product. - receiving rescue requests for street animals using Zoho Forms - street animal rescues with GPS capture using Flutter app built on top of CRM - intake of sick injured animals and managing their veterinary care with case sheet for each one (over 2000 animals) - donor management - WhatsApp integration to communicate with rescue requestors and donors
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Zoho CRM Review
Reviewed on 17/05/2022
Business problems which we are solving using Zoho CRM are as such:-
1) Having better understanding...
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.
Alternatives Considered
HubSpot CRMReasons for Switching to Zoho CRM
We were looking for a complete business operating system and Hubspot was not the write tool for us, because we have to purchase multiple tools and connect it with Hubspot and that will add exxtra cost. So, we have figured out Zoho One as one of the tools which will fulfill our thirst.- Industry: Oil & Energy
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great product for SMB companies
Reviewed on 15/12/2019
We are an SMB business to business company and this suits our needs very well. The CRM features...
We are an SMB business to business company and this suits our needs very well. The CRM features allow for tracking customer data easily. It’s not as feature rich as Hubspot, but HubSpot is probably more appropriate for larger companies anyways.
Pros
The user interface is pretty easy to understand, there are good features, like web forms and workflow automations, and the price is not as high as other CRMs.
Cons
The support is not that great because they are not based in America. It’s acceptable, but sometimes they can’t understand what I’m really asking.
Alternatives Considered
HubSpot CRMReasons for Choosing Zoho CRM
Zoho has more sales-oriented features, like Activities and tasks, plus it let you create custom modules, which we wanted to use for tracking certain info throughout our sales process.Switched From
ActiveCampaignReasons for Switching to Zoho CRM
The price was more reasonable for the features we needed.- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Zoho CRM is very good, but it's not brilliant.
Reviewed on 05/10/2022
It's very good at delivering against the key tasks of CRM, but it's not amazing. Also, it's a lot...
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.
Reasons for Choosing Zoho CRM
Zoho CRM better at the tasks i required. Easier to learn on the job. Zoho is quite simple to use, especially when compared to Microsoft Dynamics.Switched From
Dynamics 365Reasons for Switching to Zoho CRM
Zoho much simpler than Dynamics to learn and use. Zoho much cheaper than Hubspot, which have an amazing knack of 'not having the tools you need (within the current package you pay for!).'- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great product for a small start up
Reviewed on 29/08/2019
I always recommend Zoho before I recommend SalesForce. It is a best-in-class product.
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.
Alternatives Considered
HubSpot CRMReasons for Choosing Zoho CRM
Pipedrive was new and very limited in it's functionality.Switched From
PipedriveReasons for Switching to Zoho CRM
Functionality and cost- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great CRM as part of Zoho One
Reviewed on 06/02/2020
Our company needed a set of software to run our startup business. We wanted something more than...
Our company needed a set of software to run our startup business. We wanted something more than just a storage or email solution. Of course, we also needed a CRM. After having used a number of CRM over the years, I wanted something that was simple but configurable and also that could also help us for the occasional marketing email.
Thanks to Zoho CRM, we can keep track of our deals and contact, ensure that nothing falls between the cracks. Did I mention the automatic email tracking ?
Pros
The email tracking really helps understanding engagement. The ability to send small mass-emails directly from the CRM without having to use a third party email is great for a startup.
We also like the ability to automatically schedule a web meeting from the CRM.
Cons
The interface is a little bit old fashioned. It would be great if the system could be a little more flexible in terms of sales activities that can be recorded.
Reasons for Choosing Zoho CRM
The total value of Zoho One offers way more than the basic Hubspot system.Switched From
HubSpot CRMReasons for Switching to Zoho CRM
Simply put. Zoho CRM as part of Zoho One is a very strong contender. It was fairly easy to just look away at the few warts since Zoho provides so much value!- Industry: Business Supplies & Equipment
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great Product
Reviewed on 09/01/2021
I was not excited about switching to a cloud based CRM. I am an old school ACT! user and I didn't...
I was not excited about switching to a cloud based CRM. I am an old school ACT! user and I didn't like the change to the cloud. I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive. They even have a free version!!!
Pros
The price is great. The customer service has always been helpful. It is easy to use.
Cons
I stopped using Zoho for a while and started using a competitor that has some newer features. I am back to Zoho because they now have those features and all the things that the competition didnt
Reasons for Choosing Zoho CRM
Zoho has better email and phone tracking abilitiesSwitched From
Zendesk SellReasons for Switching to Zoho CRM
Price and familiarity- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Biased for a Reason
Reviewed on 07/03/2020
Zoho One provides a complete operating system for business. Where I have noted cons in this review...
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.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Seriously, the best CRM software out there for the money when combined with all their products
Reviewed on 13/05/2018
Price, easy of use, endless expansion, integration capabilities with big name companies already...
Price, easy of use, endless expansion, integration capabilities with big name companies already built in... and mostly... Insight. I am by far one the most insightful IT companies around in my area because I use this software. It's probably what pushed us past the competition.
Pros
First off, I own, manage & work at a Business IT and WebDesign business, located in the Kansas City, MO area...
The Zoho CRM platform is very intuitive and easy to use immediately. Plus, for the money, it's the best in my opinion. Now, dedicate a few days to learn the CRM, combined with their other products... You seriously have the best solution out there I've ever seen and I've tried them all. Additionally, Zoho is priced far below the competition for what you get. Third party integrations for big names like Google and Facebook are amazingly simple to add and configure. Spend a few days on the trial period, dedicated a couple hours a day to learning their CRM, combined with the other solutions they provide that fit your needs... and you'll be spoiled compared to any others. Customer support is rather good, although based in India. I never had a problem or experienced a debacle they were not happy to help me with. Also, the company Zoho.. Across the board is moving forward every week/month with new features and updates to not only the CRM here but, their entire plethora of SaS solutions.
If you are familiar with CRM's... I won't bore you with what it does. You already know what a CRM should provide and Zoho CRM does by far and then some. The learning curve really is not that bad, even then, there really is no limit you can take this platform to if you dedicate the time to learn and set it up.
Bottom line: Zoho CRM, combined with their other solutions... IS THE BEST
Cons
Honestly... I can not complain that much. The only complaint I have is this... Yes, they are far below the competition in terms of price when considering the big names out there.. However, if you are a power user like myself.. You want all the options. Even though they are cheaper than the others.. I really hate (across the board, all companies included) that their subscription pricing is a "per user" type setup. Being an IT business, you understand inner workings of resource usage... I really think all these companies should be tiered in groups of 5 - 10 users and the price will increase at that point but, I digress...
In the beginning of my startup phase (Having one employee besides myself), I really found it hard justifying the cost "per user" to use any CRM software. However, my end goal for the company was automation of anything Consumer Relations, related so.. honestly, I chose to save a couple bucks and went the open source route. Well, yeah.. It worked that way but honestly, it was open source but, closed. Anything I wanted that was not built by the community was insanely time consuming to implement. BUT.. It cost nothing that way and I didn't pay a per user fee. However, time is money AND... my implementations would have to be rebuilt anytime I wanted to update the core functionality.
So, long story short... These companies really shouldn't be implementing a per user subscription model. Truth be told, 1 - 10 employees takes the same resources on their end.. :/
- Industry: Pharmaceuticals
- Company size: 11–50 Employees
- Used Monthly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Zoho review
Reviewed on 09/02/2022
Pros
The best CRM for customization.
Incorporate every one of the components of client/prospect association.
Work process Tools that location: advertising, projects, social, client care, messaging showcasing, stock, HR the board, and so on
Track connection from online courses.
Different modules to address organization needs.
Past the fundamentals of contact the board, work processes and custom fields.
Particularly simple to track down correspondences.
Know where you stand with leads, arrangements and clients.
Matches up with other Zoho items, as well as numerous outer frameworks, for an associated work process.
Accessible API for making custom application combinations.
A clear method for making custom work processes and endorsements with Blueprint
Strong interaction the executives and mechanization.
Self-administration entries add to the force of the CRM.
Various Zoho valuing plans/levels let you scale to your requirements.
Zoho One is a straightforward and reasonable across-the-board arrangement.
Zoho is reliably working on their items.
Phenomenal obligation to item plan and usefulness.
Zoho reacts to input. Sound suggestions advance into Zoho items.
Exceptionally instinctive and simple to utilize.
The best CRM for the cash.
The best CRM I've at any point seen and I've attempted them all.
Valued far beneath the opposition.
Incredibly easy to add and design outsider incorporations
Zoho will indulge you.
Maybe great client service.
New elements and updates constantly.
No restrictio
Cons
Instructional exercises need improvement.
Questions are emerging during the execution that you should involve a Zoho guide for.
Coordinating can be confounded, and not predictable.
A portion of the items is not at a similar degree of cleanliness as Zoho CRM.
The AI collaborator doesn't appear to add a great deal of significant worth.
Need to have an Internet association.
Membership evaluation is per client versus gatherings of 5 - 10 clients.
There are highlights you'll need in Zoho One.
Support has immensely improved, however it relies upon who you get on the web.
Observe documentation and help recordings confounding and excessively specialized now and again.
You want a reasonable comprehension of your requirements to distinguish which Zoho modules will meet them.
Occasions (arrangements) are consequently set apart as shut when the date shows up.
Need to see what my colleagues see on other clients' schedules.
Booking a call is lumbering
Updates need more choices like a multi-week, fourteen days, and so forth
The Fonts are too large and need to see more on a page.
Need a superior method for getting support quicker.
Expecting bookkeeping elements and schedule sees
Anticipating a visit bot
Structures are not greeting pages
Searching for unknown prospecting without the need to begin a talk.
Absence of record following for recommendations/introductions.
Needs inside deals apparatuses for mechanization.
- Industry: Electrical/Electronic Manufacturing
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
"Streamlining Business Operations and Boosting Productivity: A Positive Review of Zoho CRM"
Reviewed on 30/06/2023
My experience with Zoho CRM has been highly positive. The system has provided me with the tools and...
My experience with Zoho CRM has been highly positive. The system has provided me with the tools and capabilities to effectively manage customer relationships, streamline my sales processes, and drive business growth. With its customization options, integration capabilities, and reporting functionalities, Zoho CRM has become an indispensable asset in my day-to-day operations.
Pros
One of the standout features of Zoho CRM that I truly appreciate is its robust customization capabilities. Zoho CRM allows me to tailor the system to perfectly align with my business needs and processes. Whether it's customizing fields, layouts, modules, or workflows, Zoho CRM provides an impressive level of flexibility.The ability to create custom fields and modules allows me to capture and store relevant data specific to my business. I can effortlessly design layouts that suit my workflow, ensuring a seamless and intuitive user experience. Zoho CRM also offers a wide range of pre-built modules and templates, saving me time and effort in setting up the system.Additionally, the customization options extend to automation and workflows. Zoho CRM allows me to automate repetitive tasks, such as sending follow-up emails, updating records, or assigning tasks. With the drag-and-drop workflow builder, I can create complex workflows tailored to my unique business processes.The level of customization offered by Zoho CRM empowers me to create a CRM system that truly reflects my business operations and requirements. It has significantly enhanced my efficiency, productivity, and overall user experience. Zoho CRM stands out as a highly adaptable and customizable solution that caters to the specific needs of my business.
Cons
I found lacking in Zoho CRM is the availability of advanced analytics and reporting features in the lower-tier pricing plans. While basic reporting capabilities are included, more advanced analytics and in-depth reporting options are limited to higher-priced editions. Access to comprehensive reporting and advanced analytics would be beneficial for businesses of all sizes and could provide valuable insights for making data-driven decisions.
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Solid integration for our business needs
Reviewed on 18/06/2021
I like getting every one of my clients and openings here, I like the "openings" area where I can...
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.
- Industry: Recreational Facilities & Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Zoho CRM, One of the Best for Small Businesses
Reviewed on 04/11/2016
I run a small business and I evaluated many, if not all of the CRM's available to small companies....
I run a small business and I evaluated many, if not all of the CRM's available to small companies. By far, Zoho offered the greatest functionality, ease of customization and overall value in price. Zoho offers the ability to create mail merge templates - one of my criteria when choosing a CRM - few others if any offer this. Also, I love that I can see when a client or prospect has opened or read an email, right from the application. Reporting features are fantastic too! I was even able to add a Zoho code to my website so now all new leads come directly into Zoho and receive an email immediately from me. Overall, I can now contact my prospects faster and close sales faster. I can manage my clients better with great detail right on their records and my one team member and I can better communicate through the CRM and even assign each other tasks. Although I highly recommend it, I do wish Zoho had live Chat Help. Takes a bit to get a response when you need help. That said, overall, best CRM, best value for small businesses that want to see and understand where their business is related to sales, sales pipeline and customer management.
Pros
Functionality: Mail merges, email templates, customization, reporting
Cons
White the new version has some great new features (seeing when a client opens an email), it is also harder to find the customization modules and I hate that Events I create automatically are marked as closed when the date arrives. Sometimes events do not actually occur, or I have to get to them the next day - I use events to do important tasks. I want to be able to mark it closed. I want to be able to mark any activity closed in a very fast, easy way... just a check, done. Also, wish the activities would show in the calendar, not just events. Wish I could see what my team member sees on her calendar, especially when we share an event.
The creating a call function is too cumbersome and too many steps, you have to scroll down, etc. Make it faster, easier... takes too long. Wish there was a faster way to even log a quick call... reminders need to have more options like 1 week out or 2 weeks out, even 1 month out.
Really do not like that I cannot see my screen (lists) of prospects or clients at a glance as it only shows a few at a time, you have to go to next page - font is too big, too. Dashboard is not very customizable and doesn't give me the ability to put in the reports I created and want to see... getting help is ridiculous. I have to "chat" - send a message basically, then I have to wait for a response. Need to be able to get answers and help faster.
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
ZOHO CRM The right fit for a medium company.
Reviewed on 21/02/2017
I am a sales consultant and was asked to recommend the best CRM for a group of 3 companies, with...
I am a sales consultant and was asked to recommend the best CRM for a group of 3 companies, with around 50 persons each. After an evaluation of 15 initial products, Zoho CRM resulted the most adequate for this companies. The product itself is very easy to use, friendly user and extremely easy to adapt. In terms of price/performance, in my opinion is one of the best against other brands when you have a limited budget.
It is basically design for pipeline management, activities tracking as well as customer´s, also, it has a great mobile client, that said by one of my customers employee, it is even easier to use it than work on the PC.
I have been able to use other CRM´s like Sales Force, SAP, Siebel as a user in big corporations, and those are great products, but I think that for small and medium size companies, this product is simpler, less expensive and easy to use.
Pros
- Easy to customize: The product is extremely easy to customize, at the point that unless you are going to do something very specialized, you might need external support, otherwise, the ramp up curve is easy and fast. There are different versions to subscribe, the higher the version, the more you can customize. They also let you try the product for a 30 day period and you are able to switch between different versions to compare them. The bottom line is that you will not need to spend extra money.
- Language: My customers needed the product in spanish, Zoho allows you to switch between one language and another seamlessly.
- Price: There are different versions, that are very affordable, one of the difference against the leaders is that the price up to 5 users might be the reasonable, but above 5 the prices goes really high. In the case of Zoho below 5 is free with its limitations, and then you have a reasonable step up depending on the versions.
- Mobile Client: Simply amazing, once you have the product running, literally, every task or query you can do in your desk, you can also do it in your smartphone. The interface is clean, nice, intuitive and easy to use.
- Tracking and follow up: One the strongest features I found is the tools to remind you of the follow up of tasks, meeting, calls, etc. You can get advise by email, phone, etc.
- Sales methodology and Pipeline review: If your company has a black & white sales methodology, it is very easy to set it up in the CRM, also the way to view the pipeline is very intuitive and visual. It makes very easy to do pipe review and lets you drill into any module with just a click.
- Views: You can have the report & the view you need, the product comes with a lost of sample reports but also lets you do your own (The higher the version, the more you can customize)
- Workflow for triggering events: This is a great feature where you visually can determine which tasks are needed to execute after one event happens. Amazing feature.
Cons
There are many "add ons" that can be very useful once you have your CRM, by example ZOHO Projects, . My only advise is that from the beginning you have a clear understanding of what your company will be needing as this modules are priced separate from the monthly fee. Depending on the modules, you might end spending more dollars per user on them than on the crm fee.