Zoho CRM Reviews

Name: Zoho CRM
Brand: Zoho
Rating: 4.0 (51 reviews)

Vendor: Zoho

4.0 out of 5

51 reviews
88% willing to recommend

786 followers

Post review

What is Zoho CRM?

Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management.

Get the Zoho CRM Buyer's Guide and find out what your peers are saying about Zoho CRM, monday.com, Microsoft Dynamics CRM and more!

Zoho CRM is the #3 ranked solution in top Opportunity Management solutions, #3 ranked solution in top Sales Force Automation solutions, and #5 ranked solution in top CRM solutions. PeerSpot users give Zoho CRM an average rating of 8.0 out of 10. Based on the analysis of the 51 most recent Zoho CRM reviews, the overall sentiment is positive, with a sentiment score of 6.9. Zoho CRM is most commonly compared to monday.com: Zoho CRM vs monday.com. Zoho CRM is popular among the midsize enterprise segment, accounting for 84% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a educational organization, accounting for 82% of all views.

Helped 823,875 peers since 2012

Featured reviews

Yogesh Kumar Mali

Managing Director at ALPHA LABS TECH PVT LTD

We can customize the solution the way we want to. We built a ChatGPT extension. It has some capabilities of building its own widgets with respect to CRM. We can integrate it with any web application. We also created SalesInbox, which is a mailing feature. We can set up our mailbox with Zoho CRM. We get updates from Zoho CRM whenever we send out an email. It tells us whether the person viewed the email or clicked on any links. One of the best features of the solution is data sharing. We can create our own rules even if we have configured the standard rules. We can have a different rule setup where we can assign rules based on value and give data-sharing permissions.

Read full review

Vadim Adams

DIrector at Wolflogic

This product is highly configurable which gives it more of an edge over some of the competitors because a lot of software packages just have the contacts, the accounts, and the deals kind of functionality. But what Zoho allows you to do extends way beyond that, enabling graphically built workflows, and the writing of customized scripts if required. Within the Zoho ecosystem, there is a lot of different packaging that can be used quite nicely with the CRM solution and integrated with it. The system is very secure with good scalability. Unlike many patient management systems, it's designed for contact and interaction with the customer. Other systems are generally designed for coding all of the episodes which doesn't add as much value to the customer.

Read full review

Sagar Gaikwad

Sr Business Application Developer on Zoho Platform. at Tech Worriors

Product support for Zoho CRM is available 24 hours a day. You can email, live chat, call directly or raise a ticket. A person will be immediately available. They provide code or remotely control your system and fix your problem immediately. When contacting support, sometimes you need to explain why you have these use cases and why you're making a certain integration, and you won't like that question when you have experience with the solution. You would have your intentions and would want to explain your issue to them without being asked, "Why? How?" and "Where?" However, when it is a regular user, these questions are fine, and you could then rate support a ten out of ten.

Read full review

Zoho CRM mindshare

Product category:

As of December 2024, the mindshare of Zoho CRM in the CRM category stands at 3.6%, down from 5.1% compared to the previous year, according to calculations based on PeerSpot user engagement data.

CRM

PeerAnalyst reports

Type	Title	Date
Category	CRM	Dec 18, 2024	Download
Product	Reviews, tips, and advice from real users	Dec 18, 2024	Download
Comparison	Zoho CRM vs Salesforce Sales Cloud	Dec 18, 2024	Download
Comparison	Zoho CRM vs Microsoft Dynamics CRM	Dec 18, 2024	Download
Comparison	Zoho CRM vs monday.com	Dec 18, 2024	Download

Title	Rating	Mindshare	Recommending
monday.com	4.7	4.6%	98%	224 interviews Add to research
Microsoft Dynamics CRM	3.9	14.0%	92%	75 interviews Add to research

Valuable Features

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.

"Zoho CRM is flexible due to its integrations, like with Zoho Campaign, helping integrate marketing efforts with CRM processes."
"The dashboards and visualizations help us see how different markets perform. I find the dashboard feature most valuable because it's easy to visualize data. I've been trying to use the built-in quotations feature, which could reduce turnaround time. We're not using many automation features for record management and opportunity tracking. I'm trying to integrate Zoho CRM with Zoho Flow for quotation submission workflow."
"What I like most about Zoho CRM is its configurability. We can adapt it to our needs in terms of the sales process. It has automation capabilities, but we mostly use it as a static system, except for sending emails and information about updated products."

Room for Improvement

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.

"Zoho CRM could benefit from predictive analysis based on historical trends to forecast future performance over the next two to three years, particularly from a sales pipeline perspective."
"The login process could be improved as some users find it unfriendly. The documentation could also be more user-friendly and better organized."
"The main area for improvement is how the solution handles leads. Leads are separated and always tied to a contact, which makes it difficult to maintain leads within a company. This could be handled better."

ROI

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.

Pricing

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.

"I rate the product a four out of ten. The cost for Zoho CRM is not fixed; different editions are available, and the features depend on the edition chosen. Some capabilities, such as integrating with workflows, might incur additional costs, but these are well-documented and not hidden."
"The tool started out quite cheap. It's had some changes with small and medium business subscriptions, but it's still worth the price. I'd say it's priced a bit below the medium range."
"Zoho CRM is available at a fairly average price"

Popular Use Cases

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.

Service and Support

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.

Deployment

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.

Scalability

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.

Stability

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.

These insights are based on the in-depth reviews provided by peers to help you make a better buying decision.

Download our Zoho CRM Buyer's Guide for additional reliable information.