I use Zoho Creator for multiple use cases. Primarily, in the manufacturing industry, I maintain an inventory management system.
Another use case involves Zoho People, where I manage employee records within the HRMS application. I also create forms that bridge Zoho CRM and Zoho Creator, enabling seamless product management.
In a specific instance, I developed an application using Zoho Creator to maintain my products. This application, hosted on Zoho Creator, is managed by my product management team. They don't directly access my CRM system. They maintain their own product management system, connected to the inventory module which, in turn, interfaces with Zoho CRM. This ensures that the sales and operations teams receive up-to-date product information.
I've also implemented other features while utilizing Zoho Creator. For instance, I've created various forms, such as opportunities and inquiries forms, which are present on our website. These forms enable us to gather requirements from different prospects, even when their product preferences are uncertain.
To illustrate, I designed a form within Zoho Creator and integrated it into our website. This form facilitates quotation requests. Customers can select products from a dropdown and specify expected prices and quantities. This allows them to calculate estimated prices. Once submitted, both my sales manager and marketing team receive notifications and PDF copies.
It's quite effective. By using these forms, we've streamlined the initial contact with potential clients. Our sales team gains insight into customer expectations and pricing preferences before engaging with them.
This proactive approach ensures that our sales team is well-prepared when reaching out to prospects. It leads to a win-win situation, benefiting both our team and the potential client. This alignment guarantees that no one falls behind, fostering effective communication and understanding.
Inside the inventory and the internal connections with the Zoom application are the most valuable features. Occasionally, we encounter situations where the workflow or API faces limitations due to allocated API credits for Zoho applications. However, while using Zoho Creator, we can establish alternative interfaces to connect with Zoho applications. This enables us to run desired automation and workflows without exhausting the API limits.
I'm currently collaborating with the Zoho Creator team to address some areas for enhancement. Specifically, there are certain lags behind with formula fields and data alignment when connecting with Zoho Analytics. Let say a use case related to currency fields. For example, I utilize Zoho Creator to maintain exchange rates for deals. However, Zoho Creator provides me with certain values, and upon validation through analytics, disparities become apparent. For instance, if the exchange rate is 0.46 and multiplied by a higher quantity, say 2000, the impact on the final order value is substantial.
So, the values aren't accurately fetching in Zoho Analytics, which poses a challenge for me currently.
I've been using Zoho Creator for a few years as a creator. I am using the most recent version.
There are some issues in the stability. I would rate the stability an eight out of ten. I am looking for improvements in the data structure and data types.
I would rate the scalability a seven out of ten. So some room for improvement as well for scalability.
There are over eight end users in my company using this solution. However, I collaborate with multiple organizations. For instance, I manage Zoho One App portals for six different organizations. Each organization has distinct requirements.
The initial setup and implementation are straightforward, especially if someone is familiar with handling this application.
The duration of deployment varies based on the specific system and process. For instance, if I'm implementing an inventory and product management system for my product management team, it takes approximately two and a half months.
Currently, my efforts are distributed across different platforms as I work on various tasks and aim to achieve new goals. I'm diversifying my work to implement and achieve different objectives. So,this is a distributed timeline.
This approach results in an estimated timeframe of around one and a half to two months for implementing and onboarding people on that application. Additionally, I allocate time for thorough training and onboarding of individuals.
When considering other options, the pricing is competitive and fair.
Overall, I would rate the solution a nine out of ten. I recommend seeking more support and guidance, particularly for specific use cases. Having a clear use case can facilitate the implementation of solutions within Zoho Creator to meet customer needs effectively.