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Marketing and digital transformation manager at Red Real Estate Domain
Real User
Valuable lead management and analytics tool that would benefit from additional features
Pros and Cons
  • "The most valuable solution of Zoho CRM is lead management and analytics. It has a powerful analytics tool."
  • "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."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

Buyer's Guide
Zoho CRM
November 2024
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For how long have I used the solution?

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

What do I think about the scalability of the solution?

Zoho is a very scalable solution.

How are customer service and support?

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

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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

What about the implementation team?

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.

What's my experience with pricing, setup cost, and licensing?

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

Which other solutions did I evaluate?

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. 

What other advice do I have?

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.

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Jayesh Bhandari - PeerSpot reviewer
Group IT Head at Ashapura Minechem Ltd
Real User
Top 5Leaderboard
A good solution for companies that require a CRM application that is easy to handle and use
Pros and Cons
  • "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."

What is our primary use case?

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

What is most valuable?

Zoho CRM is very simple and easy to use.

What needs improvement?

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

For how long have I used the solution?

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

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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

How are customer service and support?

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

How was the initial setup?

Zoho CRM's initial setup is straightforward.

What about the implementation team?

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.

What's my experience with pricing, setup cost, and licensing?

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

Which other solutions did I evaluate?

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.

What other advice do I have?

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.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Zoho CRM
November 2024
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
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Poulomee Chatterjee - PeerSpot reviewer
Head of Sales(Solutions) at Brane Enterprises Pvt Ltd
Real User
Top 10
Helps manage details of customers and allows the addition of leads, making it a scalable tool
Pros and Cons
  • "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."
  • "The customization options for roles in Zoho CRM are currently limited."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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.

What's my experience with pricing, setup cost, and licensing?

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.

What other advice do I have?

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

Which deployment model are you using for this solution?

Hybrid Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Kumar-Saurav - PeerSpot reviewer
Founder, CEO at AccelSoft Infotech
Real User
Top 5Leaderboard
Offers a fast deployment process with satisfying integration capabilities
Pros and Cons
  • "The login and logout times of each employee of our company are recorded by Zoho CRM for productivity calculations"
  • "There should be easy access to feature recommendations in the solution"

What is our primary use case?

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. 

What is most valuable?

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. 

What needs improvement?

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. 

For how long have I used the solution?

I have been using Zoho CRM for three years. 

What do I think about the stability of the solution?

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. 

What do I think about the scalability of the solution?

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. 

How are customer service and support?

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. 

How would you rate customer service and support?

Positive

How was the initial setup?

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. 

What was our ROI?

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. 

What's my experience with pricing, setup cost, and licensing?

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. 

Which other solutions did I evaluate?

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. 

What other advice do I have?

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. 

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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PeerSpot user
Matheus Ferraz - PeerSpot reviewer
CRM Team Leader at a tech company with 201-500 employees
Real User
Top 5Leaderboard
An intuitive and customizable product that provides seamless integration with other applications
Pros and Cons
  • "The best thing about Zoho CRM is that it is integrated with other Zoho applications."
  • "Zoho CRM’s customer service can be a little difficult to reach sometimes."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

I have been using the solution since 2020.

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

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

How was the initial setup?

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.

What's my experience with pricing, setup cost, and licensing?

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.

What other advice do I have?

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.

Which deployment model are you using for this solution?

Private Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Joachim Freitag - PeerSpot reviewer
Managing Director at IseoSolutions GmbH
Real User
Top 10
Useful for for opportunity management, lead management, customer data and contact management, and campaign integration
Pros and Cons
  • "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 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."

What is our primary use case?

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 is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

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.

How are customer service and support?

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

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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.

What's my experience with pricing, setup cost, and licensing?

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.

What other advice do I have?

I rate the overall solution an eight out of ten. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Alok Kumar Bhuwan - PeerSpot reviewer
Managing Secretary at Manovikas Charitable Society
Real User
Top 5
Stable, with a good web form feature, and has many videos that help you solve issues without contacting support, but its pricing is expensive
Pros and Cons
  • "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."

What is our primary use case?

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 is most valuable?

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

What needs improvement?

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.

For how long have I used the solution?

I've been using Zoho CRM for two years.

What do I think about the stability of the solution?

Zoho CRM is a stable platform.

What do I think about the scalability of the solution?

I have yet to experience scaling Zoho CRM.

How are customer service and support?

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.

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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.

What about the implementation team?

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.

What's my experience with pricing, setup cost, and licensing?

Zoho CRM is an expensive tool.

What other advice do I have?

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.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Iftekhar Shaikh - PeerSpot reviewer
Regional Area Manager at EPI UPS
Reseller
Leaderboard
Great for customer tracking and easy to get started by needs to be less expensive
Pros and Cons
  • "There's no installation required."
  • "We'd like the solution to be less expensive."

What is our primary use case?

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.

What is most valuable?

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

There's no installation required. 

What needs improvement?

We'd like the solution to be less expensive. 

For how long have I used the solution?

I've used the solution for about one year. 

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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. 

How are customer service and support?

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. 

Which solution did I use previously and why did I switch?

We did not previously use a different solution. 

How was the initial setup?

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. 

What's my experience with pricing, setup cost, and licensing?

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

What other advice do I have?

I'd rate the solution five out of ten. 

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Download our free Zoho CRM Report and get advice and tips from experienced pros sharing their opinions.
Updated: November 2024
Buyer's Guide
Download our free Zoho CRM Report and get advice and tips from experienced pros sharing their opinions.