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.

We use Zoho CRM for pipelines, proposals, and deals.

We have a sales meeting every week where we look at things, see where they are in the hopper, and talk about money for business development and campaign management. 

We don't use it as a full customer relationship management solution as most people would because not everyone in the company has a license for it. Only individuals are involved in sales, bids, and proposals.

From a forecasting standpoint, we've been able to improve our pipeline and reporting. And we've combined two tools into one. We used to have a forecasting or pipeline product called Pipefy. We were able to do so because it is done in Zoho CRM.

The whole forecasting and pipeline management is very good.

It's a very easy tool to use.

The only thing I noticed was that it does not support multi-country operations. In Canada, for example, we do not use the term "state," but rather "province," and we do not use zip codes, but rather "postal codes." Those are things that cannot be changed.

They are constantly releasing new features, such as visibility to non-users. They've already addressed that with a feature that allows people to see sales contests and results of sales promotions, as well as who's selling the most.

They are not required to have a paid license, which is convenient. There are some people who only need to catch an occasional glimpse. The way it works is it's all-or-nothing. But that's how they're all. There is nothing new there.

I have been working with Zoho CRM for six months.

We are using the Professional version with approximately eight users.

We are working with the most recent version.

I don't have any issues with both the stability and reliability of Zoho CRM.

It did not become the world's second-largest CRM system without being scalable.

Zoho CRM is very scalable and has a lot of out-of-the-box integrations, which I'm seeing a lot in the entire software platform. It's a far superior experience to those where you have to pay every time you want to do something different.

This solution is used by eight people in our organization. It costs around $50 per month per user. We intend to double the number of users within the next year.

Technical support has always been good. I would rate it a four and a half out of five.

They have now regionalized, and I no longer have sole support from India. They have help from people in the United States. Years ago, this was a major issue for them. As a result, they made significant corrections.

In terms of hardware, I am still using Meraki. I haven't strayed far from that. Our team also has a slew of solutions that they've been deploying for penetration testing and threat detection.

I guess the biggest thing I've seen recently is XDR, EDR, and MDR solutions, such as SentinelOne, CrowdStrike, and Red Canary.

I know a lot about ServiceNow. I don't know anything about Jira.

We compete against ServiceNow.

We switched because it was going to be too much work for two people. Pipefy was only there for a short time. They claimed to have a CRM, but not to the extent that Zoho CRM does. We were also quite interested in the integration.

Zoho CRM can communicate with QuickBooks, Harvest, and other accounting software programs, as well as ITSM software. Because Zoho offers an ITSM help desk solution as well. As a result, we wanted to keep it in one type of organization. And it's been working out great for us.

It was very straightforward. It was very good.

I'd rate it a four or four and a half. I tried some other solutions, such as Salesforce and NetSuite, and it was the best fit for our organization's size.

I created some sample companies and demonstrated how to set up accounts. Then the girls who do the proposal and pipeline meetings just picked it up. They were up and running in about a half-hour.

It takes a couple of hours a week to maintain this solution. I don't have anyone dedicated to the backend. That's what we heard when we looked into Salesforce and a few other companies there is a high level of customization required.

I installed it myself without any training.

We did it ourselves, but we did collaborate with a local integrator because I wanted someone I could call on. I didn't want to be talking to someone in another country if we got into trouble. I worked with a Toronto-based company to get the licensing. If we have any special requirements, I go to them.

We pay a subscription. The license is the subscription where we pay $50 per month per user.

Zoho CRM pricing is very affordable.

There are no costs in addition to the subscription fees.

We researched Salesforce and NetSuite. Those were the two largest ones we looked at, but they weren't a good fit in terms of size.

I don't do anything with hardware. My last six months have been focused on ITSM tools. Ivanti, Cherwell, and a new one we just discovered, Halo, which you might find very interesting. Halo is going to completely transform the market.

That is primarily what I do as an ITSM,  Information Technology Service Management solutions. I just got a demo of a very interesting tool that does service discovery and relationship management to assist in the creation of a CMDB for an ITSM solution.

I haven't looked at Rackmount servers.

It's very straightforward and easy to use, with a lot of customization options and good integrations. I work as an IT software consultant, naturally, I'm going to be biased, however, it has proven to be extremely effective.

I still give the overall product a 9 out of 10. Good flexibility, excellent support, ease of implementation, and low cost.

Zoho CRM is essential, especially for salespeople. It's about understanding customer interactions. For example, it allows you to track how many deals a salesperson has closed or lost and provides a comprehensive view of customer interactions. This includes the ability to schedule meetings, view invoices raised, and even process payments for clients.

The platform supports various business types, enabling them to manage orders effectively and maintain high-quality customer interactions. Zoho CRM also facilitates needs analysis, helping businesses with organizational analysis to improve efficiency.

For lead management, automation is key. It enables us to efficiently handle leads from our marketing department and ensure they are properly integrated into our sales pipeline. Zoho CRM's automation features make it easier to manage these leads without manual intervention, streamlining the process from initial contact to conversion.

Integration depends on the specific applications in use. Zoho CRM offers extensive integration options, including direct integrations with popular applications and the flexibility to connect with others via API calls. This enables us to seamlessly combine CRM data with other systems and web applications, enhancing our overall business processes.

All features of Zoho CRM are valuable.

The user interface, especially the dashboard, offers good navigation. It's not overly complex; switching views and accessing certain features is intuitive. 

For instance, seeing contacts, accounts, and specific data like DDAicloud directly from the dashboard. Customization options are good, allowing users to tailor the dashboard to their needs. Analytics integration is notably excellent.

Analytics integration is seamless with Zoho CRM, offering comprehensive insights without needing to switch between applications. Setting up and deploying the CRM is straightforward, with an intuitive design aiding in navigation and data retrieval. The user interface is well-organized, making it easy to search and access information.

There was a challenge while deploying Zoho when we brought an API code. Because integrations "aren't perfect" for every organization. 

It's really just a small percentage that can achieve high efficiency with a good application.

I would rate the stability an eight out of ten. There is room for improvement. 

I would rate the scalability an eight out of ten. 

The setup process is quite straightforward, particularly for new installations. It's important to ensure that data is secure and users are properly trained. For organizations dealing with large amounts of data, such as one terabyte or 250 GB, preparation is key, but overall, it's a smooth process. 

Setting up involves specifying the organization's username, setting up accounts, and configuring tools and resources. Typically, deployment can be completed within 20 to 30 minutes, making data readily available. This efficiency is crucial for quickly bringing data online and starting to use the CRM effectively.

For technical guys, we have two people, but I am in in-charge and set it up. I actually understand that we get the requirements that we document for some of these people. So, I handle the configuration aspect of it.

Overall, I would rate the solution a nine out of ten. 

If I want to advise the client, the advantage lies in the pricing. Zoho offers good UI, and right from when you're working, you can see everything, handling or not, working together or not. Then, it has AI capabilities as well. We need any information on the system, it's happening by the app and gives view of your performance.

We have around 500 to 1000 employees using this solution. The purpose of the CRM is to maintain relationships with our customers and to always stay connected in the most efficient way. Zoho CRM helped me to manage leads and opportunities and to use the dashboard and reporting features for better sales and growth.

The most valuable features are the lead, opportunity and task management as well as dashboard creation, reporting, contact management and campaigns.

We would like to always email users as soon as any new features are launched. 

I have been using this solution since 2016.

This is a stable solution. 

It is scalable solution.  

Our IT team usually handle issues first before we contact their support team. When we have contacted them, they have responded quickly. 

Positive

The initial setup was straightforward. It took between six to nine months. 

If you are using this solution for the first time, I would recommend that you start in a separate sequential manner with the contact management and then move onto leads and opportunities. This logical approach will drive you the proper use of the software.

In a future release we would like to have this tool available on an app based platform so thats users can update data in real time. 

I would rate this solution a nine out of ten because it functions well.

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. 

We offer real estate services in Eygpt. Zoho CRM is an all-in-one solution for us. We use the solution for both CRM and finance. Our commissions paid to our salespeople go through the CRM and our clients are managed through the solution. 

Currently, we have three branches with a total of 100 users including tool management, agents, finance, HR, and marketing. Our usage will increase in the future as we are starting a new branch.

With Zoho CRM we have detailed reports which provide measurements and KPIs. Being able to measure the daily performance of the agents, their call time, duration, and lead tracking has improved our organization in terms of effectiveness and efficiency.

The most valuable solution of Zoho CRM is lead management and analytics. It has a powerful analytics tool.

Zoho is always providing updates to the tools. The most recent update provided improvements to the admin panel and council.

There are two things I would like to see from Zoho CRM. The first would be to include a calling feature that is connected to our call center. Second, I would like financial targeting and how to measure targeting for the sales agent to be connected better with bookings.

In addition, Zoho CRM requires easier API integration with Facebook and Google, especially in terms of lead generation. Salesforce has cloud listening or social listening on other platforms like Twitter and Facebook, it would be great if Zoho included these marketing solutions too.

I have been using Zoho CRM on a daily basis for nine months.

Zoho is a very scalable solution.

We struggled with technical support but have managed our way through it by using a consultant here in Egypt.

Prior to Zoho CRM, we used a custom-made solution that was developed in-house and was based on ASP.NET. We decided to check if we had the capability to do a custom-made solution or if it was better to get one with customization. Zoho fit our new strategy so we made the switch.

The initial setup of Zoho CRM was complex due to the structure of our commission, which is based on sales. 

The deployment took us three months using our own consultant called Zocube. Having our own consultant has helped us manage and improve the system as we use the solution. They have provided excellent service.

We have four managers managing and maintaining the system and the whole experience.

We have an annual license fee that costs $12,000. 

We evaluated Salesforce but found Zoho had greater flexibility so we could customize as we go. The interface is very easy for our agents and the mobile solutions that Zoho provides are amazing. 

If you are looking to implement Zoho CRM you need a good consultant and you need to know exactly the cycle that you need to implement.

I rate this solution a seven out of 10 because there are more features that are going to be available in the future. Some we have not explored yet.

Zoho CRM provides flexibility. Most Indian customers choose Zoho because of its pricing. Also, HRMS is user-friendly.

We use Zoho CRM to manage all leads, from lead generation to converting them into prospects and then providing services.

Zoho CRM integrates easily with customer service workflows. Many people are working with Zoho CRM due to the existing migration. It offers a hassle-free integration experience, and the time frame to complete the integration varies depending on complexity but generally does not exceed APAS standards.

The lead management, build management, and workflow management are valuable features. We have loading sites. The database and lead management are high-speed, based on analytics. You will understand the leads, the years it takes, the type, and the conversion rate. B management also seems to be readily configured with a work log, which is also very helpful.

Zoho CRM integrates directly with teams. For instance, when you receive leads through Zoho Support, you can seamlessly integrate and maintain those leads within Zoho CRM. This makes it a hassle-free and efficient process tool for managing leads in the market.

Zoho CRM mobile app mobile application is on the fly. Wherever you go, it follows you. It can be accessed everywhere. This increased the productivity from eight to twenty percent.

The reporting for developers should be improved.

I have been using Zoho CRM for six months. We are using both CRM and HRMS modules.

The product is stable.

I rate the solution’s stability a ten out of ten.

The solution is scalable. The role has been separated into management and media, starting from one user to 1000 users. 8% of users are using Zoho.

We cater the solution to all types of businesses.

I rate the solution’s scalability a ten out of ten.

The initial setup is complex. It depends on the nature of the business. This involves managing business processes with varying degrees of customization. The customer needs to deal with customization to create a tailored solution.

Deployment depending on the complexity of the business takes from seven to eight weeks.

I rate the initial setup an eight out of ten, where one is difficult, and ten is easy.

The product is affordable.

I rate the product’s pricing a three out of ten, where one is cheap and ten is expensive.

Zoho CRM is a good solution. We use its features, particularly for the more technical aspects. Since it is a low-priced platform, it tends to be the best option.

Overall, I rate the solution an eight out of ten.

We use Zoho CRM for sales management.

It curtails our internal staff time on account workflow automation.

I like Zoho CRM's automatic lead assignment and automated workflows. 

The MCR capabilities have some limitations. 

I have been using this solution for five years.

I rate Zoho CRM nine out of 10 for stability.

I rate Zoho CRM nine out of 10 for scalability.

The customer service is excellent.

Positive

It is user friendly and cost effective

Zoho CRM is easy to setup. The deployment time depends on your requirements. 

We deployed the solution in-house; if anyone needs our help regarding customization, development, and setting up Zoho CRM or Zoho One feel free to contact us. zohoexperts@gmail.com.

There are different prices for different versions, i.e. for Zoho One $37/user/month if pay annually.

We previously evaluated Salesforce.

I rate Zoho CRM a nine out of 10. It's user-friendly and cheaper than Salesforce or most other CRM solutions.