Zoho CRM Reviews

We are in the IT business, where we use Zoho CRM for marketing purposes.

Zoho CRM is very simple and easy to use.

Since Zoho CRM is not made for the enterprise kind of company, its stability for enterprise businesses could be improved.

I have been using Zoho CRM for almost one and a half years.

Zoho CRM is a stable solution for mid-scale businesses.

Around 150 users are extensively using Zoho CRM in our organization.

Zoho CRM's technical support has a fast response time.

Zoho CRM's initial setup is straightforward.

Zoho CRM takes hardly around one and a half months to deploy. We used a consultant for the solution's deployment. One or two people are required for the solution's deployment on the OEM side. It's a remote, template-based configuration where you just have to insert the company name.

Zoho CRM has a subscription-based license, which is not too expensive.

Based on our requirements, we have already taken the POC from Salesforce and SAP. It's not about the technical comparisons. It is about the commercial impact of the solution on your system.

Compared to Zoho CRM, Salesforce is very good software.

Salesforce is useful for enterprise kind of businesses. However, Zoho CRM is a good solution for companies that require a CRM application that is easy to handle and use. Zoho CRM is not too costly.

Zoho CRM is a cloud-based solution.

Zoho CRM is a good solution for the mid-market section. It's very useful and easy to handle for marketing people. It is also very good in terms of the administrative part, which is handled by the IT team.

Overall, I rate Zoho CRM a nine out of ten.

Zoho CRM has been a really good product. From a basic CRM perspective, we use it to maintain the details of our company's customers.

In its entirety, I do not see or cannot really think of any specific feature I found valuable from the entire product. The product helps keep the sales cycle clean, and one can also get an entire snapshot of it.

Currently, there is no need for further improvement as the solution has successfully met our requirements. We have utilized it across various industries, effectively segregating them by different sectors, including enterprises and small businesses. It has proven to be a good solution.

The customization options for roles in Zoho CRM are currently limited. While the platform offers extensive coverage for various industries and business sizes, there is room for improvement in terms of providing more roles and enhancing customization capabilities within those roles.

I have been using Zoho CRM for a year and a half. My company is a customer of Zoho.

Stability-wise, I rate the solution an eight out of ten since there have been no issues. It has been pretty stable.

In the case of adding leads, the solution is quite scalable because they have different modules for lead management, deal management, and account management. So it's quite easy to add leads, but from the perspective of adding users, we have had to keep it limited since it's a tight bunch of people who use it. So, I do not know about its scalability.

Around 20 people in my department use the solution.

I did not contact Zoho's technical support. However, there are some people who have contacted Zoho's technical support in our company. So, the response time was quick, but then they required a few iterations to resolve some of the issues.

There are a couple of CRMs in the market. I have used Salesforce CRM and Zendesk, apart from a few other solutions. My favorite ones till now have been HubSpot, Salesforce, and Zoho. Presently, I started using Microsoft 365, but then it's too recent for me to be able to compare it with Zoho.

The solution's initial setup process was simple. Zoho does provide a demo before helping with the setup process. Then, there are a lot of integrations that one can do. So it's been pretty simple.

On a scale of one to ten, where one is a high price and ten is a low price, I rate the pricing a five. However, the pricing is fine because we chose the enterprise plan as a private limited company. So from a pricing perspective for enterprises, it's fine. Also, enterprise pricing has been, more or less, very similar for all CRM products. I can say this because we have always subscribed to enterprise pricing.

I rate the overall product an eight to eight and a half out of ten.

For all remote employees in our organization, Zoho CRM is used for tracking the leave applications and monthly reports can be generated automatically without any manual intervention.

Before using Zoho CRM, our company had to collate and consolidate data manually which used to be a troublesome task. Just to complete the leave calculation, our company had to pay employees late or make assumptions about the presence of employees for upcoming working days, which minimized the visibility, which was solved using Zoho CRM. 

Every time an employee logs in for the day, it gets reflected in Zoho CRM for our company, as the login devices have been integrated beforehand. The solution allows our company to download all the attendance data at the end of the month for salary processing. 

The solution has enabled our companies to easily apply for leaves, track mode of work, and similar aspects. The hybrid model regulation, which involves three days of work from the office and two days of work from home in our company, can also be tracked and implemented effectively using Zoho CRM. The login and logout times of each employee of our company are also recorded by Zoho CRM for productivity calculations. 

There should be easy access to feature recommendations in the solution. A public repository can be created for the solution that will comprise all the possible features and use cases of Zoho CRM. Presently, I have to visit the vendor's website to learn about all the extensive features of Zoho CRM. 

Senior employees of our organization, when they are on vacation, fill time sheets once a week or month, but the data cannot be viewed monthly or for a specific range of days in Zoho CRM. The product should introduce a button on the interface to fill the timesheet as a mass entry, it will provide more visibility to the users.

I had to create a document to note which employees are travelling for a specific duration in my organization, Zoho CRM should effectively navigate and convey the features to the customers about multiple data entries. For instance, many employees in our company were manually filling the timesheet for each day by spending 30 minutes, instead of filling an entire range that should take five minutes. 

I have been using Zoho CRM for three years. 

Except for the mass feature, I have never witnessed any features or functionalities of Zoho CRM get hung up or slow down. Initially, I faced some difficulty finding the solution's mass feature. In three years of using Zoho CRM, only once in our company, we noticed a glitch announcement, which was notified beforehand by the vendor due to some planned maintenance or urgent reasons. 

The product has satisfying scalability features. For instance, if you opt for a license for 10 to 25 users of Zoho CRM, and eventually, 500 users are needed, it can be scaled and implemented in a few minutes. 

I would rate the customer support a nine out of ten. The support team was available whenever I reached out to them on issues with the product, and they were knowledgeable enough to resolve them. 

Positive

Zoho CRM offers a fast deployment process. The solution does not require much maintenance; it is handled by the vendor. At our company, we implement internal data maintenance for our own purposes. 

Zoho CRM has satisfying integration capabilities, in our organization the solution was integrated with a few card-swiping machines and it functioned seamlessly. 

Our company started using the solution only by utilizing the HR and team attendance monitoring aspects and it helped us save productive time. At our company, we don't want three or four professionals to work on the same project and still fail to meet the timeline, so we have adopted Zoho CRM to obtain real-time reports once the requirements have been defined, certain report types are already present as options in the solution.

An ROI has been realized by our company in terms of saved time versus purchase cost. I believe an ROI can be realized in terms of cost within a year of Zoho CRM's deployment. 

The licensing model of Zoho CRM is quite easy to comprehend and the pricing is competitive. Zoho CRM is available at a fairly average price. 

In our company, we analyzed Odoo for a limited time. Zoho CRM is more popular and has more customers than Odoo. As Zoho CRM already provides higher capabilities at a lower cost, it has a larger base of loyal customers than Odoo. The user experience is better in Zoho CRM than in Odoo. 

Zoho CRM is also used to automate certain processes in our organization's finance department. Some free trials are offered by Zoho CRM to startups, which attracts more customers to the solution. 

I have noticed that some Generative AI features have been announced for Zoho CRM. The aforementioned feature should be focused on some specific purposes like drafting, template-based dynamic tasks, or any other repetitive tasks. In our organization, we mostly utilize the HR process features of Zoho CRM. I would overall rate the solution a nine out of ten. I would recommend the solution to other users. 

As a user, I use the product to manage client relationships. We have long-term relationships with clients, so keeping up with all the information and our conversations about their necessities and needs is really useful. We want to have a record of the proposals we send to the clients and our negotiations before the project is initiated in one place.

The best thing about Zoho CRM is that it is integrated with other Zoho applications. Before using Zoho, I worked with different systems that were not integrated. Zoho charges only one license. With that license, you can access 55 different applications. It's really easy to connect Zoho CRM with Zoho Campaigns. For example, if I want to have lists and make follow-up campaigns, I can do that. There’s another application called Zoho Flow, which allows us to connect Zoho with third-party applications. It is really easy to do. So, the ability to connect Zoho with other applications that our business needs is really useful.

Zoho CRM’s customer service can be a little difficult to reach sometimes. They have a very large community. We can find answers in the community blog. However, sometimes we see articles of people asking for a new feature, and it has been sitting there for two to three years without an official answer or letting us know when we should expect the feature to be launched. The product could improve its customer service.

I have been using the solution since 2020.

Overall, the solution is very stable. I remember having trouble with the connection once or twice. The connection is a little bit slower, very early in the morning. We could not connect to our emails and Zoho CRM two years ago. It happened once. In general, the product is very, very stable.

Something that I like about Zoho is that they are very transparent. They have a page where they publish all the new reports. If I feel that the connection is a little bit slow, I can check their page to see if there are any issues.

Close to 1000 people use the solution in our organization. We expect to almost double the number of licenses by the end of 2024.

The initial setup was very easy. The solution is really intuitive. I had very less knowledge of CRM before I started using the product. I knew it in theory, but very little. When I started using Zoho, it was very intuitive to understand what each module does and what was the use of every single module that Zoho CRM offers. The navigation from one module to another doesn't change much. It's nice because once you understand how to navigate in one of the modules, the navigation for all the other modules will be pretty much the same.

I work with companies here in Europe. Compared to other solutions, I would say Zoho CRM is very, very affordable because we can use different applications with one license. I'm from Brazil, so I know companies in Brazil. Zoho is charging almost the same price in Brazilian currency. For a lot of companies in Brazil, it's not a very cheap solution. One Zoho One license costs $444 for one year. The cost benefits are way more if you compare it with having a Zoho CRM license separately.

We chose Zoho CRM over other products because it gives us the ability to connect with different applications. It is worthwhile to have one license for 55 applications. It is one of the main advantages of the product. The product is very customizable. Zoho has its own programming language.

If someone wants to use the tool, I would ask them about the size of their company. Zoho has a different solution, which is a basic application called Bigin. It is less customizable. The process is very intuitive, very simple, easy to use, and is meant for small companies. A small company can consider Bigin. If I were a freelancer, I would have considered Bigin. CRM is the way to go if a company wants to scale.

Even though the tool has to improve its customer service, I like Zoho’s vision. They're very careful in how they launch new features and the quality they provide while launching them. It is something that I value because I have worked with other solutions like Jira and other applications. Sometimes they launch a feature, and it doesn’t really work. We can find some bugs when navigating the new solutions, but Zoho is very careful. 

Overall, I rate the product a ten out of ten.

We use Zoho CRM for opportunity management, lead management, customer data and contact management, and campaign integration. We also integrate it with external systems for agency campaigns.

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.

The integration capability is very good. We've integrated it with other Zoho products like Books, Projects, and Expenses. It also integrates well with external tools like HubSpot and other marketing tools, so there's a lot of potential there.

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.

I have been working with the product for eight to nine years.

The product is 100% stable. We've had no issues with glitches or latency. They also have a mobile app for iPhone and Android that works well. I often use it for calls that are recorded inside Zoho CRM.

Regarding scalability, I'm satisfied with Zoho CRM. As a small company, we don't use it with too many people. It's a SaaS solution, so scalability isn't an issue for us, either in terms of users or number of records.

We've had some experience with Zoho's technical support. They responded pretty fast when we needed help.

Positive

I've used other CRM systems, like SAP and Salesforce, which I found more cumbersome. I've also used HubSpot recently due to integrating with a marketing agency.

The solution's deployment is easy. It takes a couple of hours to look into it and configure it. We spent time customizing it, like setting up email, addresses, and invoice formats. As it's a SaaS solution, it works out of the cloud. Usually, one person is enough to deploy it. The main task is personalizing it for your company. We use it with different companies, and that works fine.

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.

I rate the overall solution an eight out of ten. 

It serves as a centralized system for capturing and managing client information, tracking sales opportunities, and monitoring the sales pipeline. It also provides robust reporting capabilities to analyze and report on these key aspects of customer relationship management.

I appreciate how adding customer information and tracking progress is a straightforward process. The super user can access the central information hub, and reports can be shared with business leaders.

The level of customization required can be quite extensive, especially considering it is a compact product, which can lead to spending a significant amount of time on fine-tuning. Custom development is often necessary to make such extensive changes, and it does come with associated costs.

I have been using it for eight months now.

When it comes to stability, it stands out as one of the most reliable options. It's close to perfect in this regard, and we have experienced no issues at all.

It is highly scalable because it's designed with the potential for expansion, and with the right APIs, it can be seamlessly integrated with various other systems and applications. It's not limited to a single version; rather, it's adaptable and customizable to suit the needs of any organization. This scalability often requires additional financial investments and time to achieve your desired level of customization and integration.

To the best of my knowledge, many of the issues have already been addressed. While the solutions may not have been immediate, they were eventually resolved successfully.

While the initial setup is not overly complex, attempting to make these adjustments alone may not be the best approach. It's advisable to seek assistance to avoid potential mistakes, such as selecting the wrong base revenue or adjusting the conversion rate.

It's beneficial to consider a deployment service, even for just a few hours, to receive guidance and customization support. Having an expert who understands your specific business requirements can make a substantial difference in optimizing your CRM system.

We consider it a good value and found it to be cost-effective.

After evaluating both Salesforce and Zoho, we found Zoho to be the superior choice. It offers a rich set of ready-made features and is highly scalable, providing more opportunities. In contrast, Salesforce, despite its long history, can be seen as overpriced and underutilized, particularly by smaller companies. While Salesforce has greater functionality and power, it may not always be the most cost-effective or efficient solution for all businesses.

Overall, I would rate it eight out of ten.

We use Zoho CRM as our CRM and also for collecting data when clients come to us. We also use the solution to create appointments and manage information.

What I like best about Zoho CRM is the web form feature. I find Zoho CRM forms excellent.

Pricing for Zoho CRM could be improved because it is expensive.

My company also needs some analytics, so it would be good if Zoho CRM had built-in analytics. The company is now looking into a different solution for analytics, such as Google Analytics or Zoho Analytics. Whichever is better, my company will use.

I've been using Zoho CRM for two years.

Zoho CRM is a stable platform.

I have yet to experience scaling Zoho CRM.

We have yet to use any technical support for Zoho CRM because companies nowadays, Zoho included, have so many videos that let us solve issues without contacting support.

My company also uses Google but has more users in Google than Zoho CRM because Google has many free solutions, while Zoho CRM is a paid solution.

Setting up Zoho CRM was easy, so it didn't take so much time. The setup process took hardly a day or so to complete.

We didn't use consultants to implement Zoho CRM for the company. We had volunteers trained in IT, who had good knowledge, so if we found difficulty, we asked the volunteers to help us.

Zoho CRM is an expensive tool.

My company uses a CRM solution, Zoho CRM.

Only a few users access Zoho CRM in the company, just two or three. My company has no plan to increase the platform users because Zoho CRM is a paid tool, and my company has limited funds.

Based on what I'm using Zoho CRM for, my rating for it is five out of ten.

We're using multiple Zoho products. We use it a lot for Google Sheets. 

We are actually using it for the database, for the customers, so that we know what should we do and what we are supposed to do, what are the current status is for sales, et cetera. We can define the strategy and figure out what we should do with the Zoho CRM. If we need to add some description to the customer we can just pop it in.

In general, the solution works well. It's great for keeping track of customers and adding in details. 

There's no installation required. 

We'd like the solution to be less expensive. 

I've used the solution for about one year. 

I haven't been using the solution for very long. That said, I've never had any problems with stability just yet. 

The solution is scalable. It's easy to buy modules. 

We might increase usage in the future. We might get more licenses. 

I'd rate the ability to scale a six out of ten. 

We have an IT tech team that takes care of troubleshooting or reaches out to support. That's not an aspect of the product I can handle. 

We did not previously use a different solution. 

It's very easy to get going with the product. There is nothing to deploy. Everything is in the cloud. You go to the website and get a username and password. 

I'm not sure what the licensing costs of the product are. I don't deal with payments. 

I'd rate the solution five out of ten.