Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management.
| Title | Rating | Mindshare | Recommending | |
|---|---|---|---|---|
| monday.com | 4.7 | 4.6% | 98% | 224 interviewsAdd to research |
| Microsoft Dynamics CRM | 3.9 | 14.0% | 92% | 75 interviewsAdd to research |
The most valuable features of Zoho CRM, according to the reviews, are:
1. Camera feature: It provides a look and feel, with a high-user interface and drag-and-drop concept.
2. Reminder feature: Helpful for managing big projects and tasks running simultaneously.
3. Integration with other Zoho applications: Allows easy connectivity and access to 55 different applications.
4. Ease of navigation: Simple and easy to build workflows based on regional requirements and business configurations.
5. Customizability: Ability to customize the solution according to specific needs, such as building widgets and integrating with web applications.
6. Data sharing: Creation of rules and permissions for data sharing based on value.
7. Notification feature: Keeps users informed about integrations, system reliability, blueprints, and sales.
8. Communication features: Ability to have a database, connect with other systems, and conduct calls, emails, and meetings in one place.
9. Reporting: Provides comprehensive reporting capabilities.
10. Web form feature: Excellent for tracking messages and notes, and easy to view management activities.
11. Emailing: Allows direct email communication with customers, effective for marketing purposes.
12. Lead, opportunity, and task management: Efficient for tracking and managing leads and opportunities.
13. Dashboard creation and reporting: Provides visibility and tracking of deals and activities.
14. Location-based feature: Indicates the most efficient route for visiting customers.
15. Synchronization with Google Calendar: Useful for managing schedules and appointments.
16. Cloud-based and cost-effective: Easy to use, customizable, and competitively priced.
17. Lead management and analytics: Powerful analytics tool for effective lead management.
18. Updates and improvements: Regular updates and improvements to the admin panel and council.
19. Data import and export: Easy import and export of CSV files.
20. Hierarchical database: Allows for a parent-child view of data.
Improvements needed for Zoho CRM include:
- The ability to customize modules and fields, similar to Zoho Creator.
- Better stability and scalability for enterprise businesses.
- Improved customer service and responsiveness.
- Enhancements to the forecast feature and more features similar to the on-premise version.
- Improved chatbot capabilities, including AI-enabled functionality for easy data search and referencing.
- Simplified modification of customer information.
- Better integration with Zoho Creator and other products.
- More customization options for roles and better performance in workflow automation.
- User-friendly UI and improved user experience.
- More affordable pricing and built-in analytics.
- Increased integrations with other platforms and improved support for WhatsApp and social media.
- Better integration capabilities and mapping organizations for added value.
- Evolved rule engine and improved automation and workflow features.
- Support for multi-country operations and customizable terminology.
- More integrations and customization options in future releases.
- Easier API integration with Facebook and Google for lead generation.
- Improved scalability and resolution of technical glitches and bugs.
- Enhanced functionalities and data organization in the mobile app.
The implementation of Zoho CRM has resulted in a positive outcome in terms of financial gains. By utilizing automation features, the company has achieved a return on investment by enhancing performance without the need for additional staff. The system's automation capabilities have reduced the manpower required, particularly in contact center and healthcare settings.
Zoho CRM offers a range of pricing plans, including basic, standard, professional, enterprise, and ultimate.
The subscription-based license for Zoho CRM is considered affordable, especially when compared to other solutions.
Customizations and integrations are limited in the standard and professional plans, making them less recommended for medium and enterprise-level businesses. The enterprise plan is often chosen by private limited companies and is considered reasonable.
The pricing for Zoho CRM is lower than other software options.
Licensing costs are in line with competitors, such as HubSpot, and are significantly cheaper than Salesforce.
Some reviewers express a desire for more flexible features and better discounts, while others find the pricing already competitive and affordable.
The primary use case of Zoho CRM is for communication, marketing, lead campaigns, sales strategies, telephonic systems, quotations, invoices, managing client relationships, patching lead details, creating workflows, generating reports, qualifying leads, identifying customer expectations, tracking the funnel process, serving as a database of customer information, and managing contracts.
It's also used for prioritizing projects, pipeline follow-ups, recording customer data, predicting sales, tracking customer requests and test orders, managing Google Sheets, defining strategies, capturing and processing leads, maintaining relationships with customers, managing leads and opportunities, using the dashboard and reporting features, running marketing campaigns, and booking appointments.
Users can use the solution for creating and managing modules, email broadcasting, integrating with email marketing tools, data sharing, managing pipelines, proposals, and deals, monitoring internet services, recording leads and data, managing commissions and clients, and for sales leads, contract details, and projections.
The customer service and support for Zoho CRM are available 24/7 and can be reached through various channels such as email, live chat, phone, or ticket. The support team is generally helpful and responsive, with a fast response time. However, there are some concerns about the technical support service, as it is only available on weekdays and there have been instances where multiple iterations were required to resolve issues. Some users have found the support team to be knowledgeable, while others have experienced limitations in their expertise.
Some users found the initial setup process to be straightforward and easy, taking around a week to a month to complete. Others mentioned that the setup process was complex and required customization, especially for medium and enterprise businesses. However, many users agreed that once the initial setup was done, the solution was intuitive and easy to navigate.
The deployment time also varied, with some users able to deploy the solution within a few days, while others took several months.
Zoho CRM is highly scalable and can accommodate a large number of users. Some reviewers mentioned the option to request a dedicated server for additional scalability. The solution is also praised for its ability to scale with multiple devices.
The stability of Zoho CRM is highly praised. Users mention that the solution is very stable, reliable, and secure, with no bugs or glitches. Some users have experienced occasional connection issues, however, overall, the product is considered stable. Users appreciate Zoho's transparency in providing updates and addressing any potential issues. While there have been instances of slower connection speeds, it does not significantly impact the overall stability of the solution.
