Zoho CRM Reviews

The tool is being used to process sales, and it is basic software to hold the database of clients and all actions regarding sales perspective.

It has helped to manage, move forward, and also customize my processes. It has helped me with my sales pipeline, sales process, and performance.

I am impressed with the tool's integrations, system reliability, blueprints, and sales are the most valuable features. Also, the Pipeline, License, Collaboration features, and then custom code. Having my database, connecting with other systems, and making calls, emails, and meetings in the same place is an important feature. Finally, communicating through a click is a good feature as well.

I would like to see better  integration with Zoho Creator.

I have been using the solution for more than three years.

It is a stable solution. I rate it nine out of ten.

It is a scalable solution if you want to scale with multiple devices.

It is easy to work on and initiate by yourself, but you will get only ten percent of the features. So if you want to get a hundred percent for your money, you need a developer because all of the details of the work we have is ready. So there's a need to customize your tool and your workflow.

With all of the automation that we have done, there's a return on investment.

I rate the solution a nine-point five out of ten.I would definitely recommend getting the tool for any business that has intense sales.

It is used as a database for customers, contacts, and prospects for sales and marketing.

It is a SaaS product. I am using the most recent version of it. 

It is a central place to store information to use for marketing, tracking activity, and developing sales pipelines and stuff.

I like that it is easy to get data in and out of it. We can export and import CSV files.

I also like that the database is hierarchical, which allows me to be able to look at a parent and multiple children.

There are at least two big pieces. One is just the ability to reorganize the data and clean it up to eliminate duplicates and things like that. It is very manual at the moment. It only gives us certain fields that we can check on. Because of our particular database, it creates a problem. We deal with hospitals, and there are 50 hospitals. It is tough to figure out which one is which. Is it this one or the other one? So, trying to clean things up is very difficult.

I'd like to have more ability to share data fields. The data is structured into different buckets, and I frequently have to create the same field in two different buckets. It would be nice if I could just do a view-only field in another bucket. In my contact bucket, I would like to be able to have just a view-only of the account information so that I don't need to enter it again, which is what I have to do currently.

I have been using this solution for probably six years.

It is stable. It is fine in terms of stability.

It scales well. We have about a dozen users, and it is being used extensively. Any increase in usage would just come naturally with time.

They are medium in terms of wait time and the response itself. From one to five, I would rate them a three.

I can't remember the name, but we had been using a CRM for a long time. We made the switch because of the ability to do more. The old system was too customized. We were looking for something that was more accessible and easy to maintain and that had more standard features.

It was straightforward but nonetheless difficult. It took weeks.

It is lightweight in terms of maintenance. Its maintenance is taken care of pretty much by me. I also have a consultant.

We used an external consultant.

It is around $1000 a month.

I would rate it a seven out of 10.

We are using CRM to help the sales team to capture their leads and process the leads, converting them to customers.

There are many features that capture customer data. It's great that we can start with new customers and create leads. By capturing customer data, we can also do some segmentation and provide various kinds of service to our customers.

It is easy to set up.

While Zoho products have been updated and they have introduced many features, sometimes the information about new features is not there. Sometimes we have to try it ourselves and discover by trial and error to get to know what the new features are as well as the function or benefit.

Support could be more knowledgeable. 

We want to integrate the product with WhatsApp or social media or chat, WeChat. We'd like something like ChatBox as people are no longer using email to communicate. They are now using direct messages. Zoho needs to get involved with this.

I've been using the solution for four years. 

It's quite stable. I haven't seen any problem within the last four years. It's reliable and the performance is good. It doesn't crash or freeze. 

The solution scales well. We can expand it as needed. 

At the moment, we have six people in our company using it. 

It's quite extensively used as it helps sales and it has integration with finance. If the customer has settled the payment, the system will know. 

Support is okay. Sometimes you can email or chat with them. However, sometimes they are not quite as knowledgeable as we would like them to be.

We did not previously use a different solution. 

The initial setup is pretty straightforward. We don't need to do customization very much. We can just use it pretty much straight away, and it's very easy to get going with it.

We were able to deploy within three days. 

We only need one or two people for deployment and maintenance. 

We can do it in-house. However, if your company needs to have certain customizations, they have many consultants that are able to help.

You do not need a license. They have a subscription model for payments. 

I'd recommend the solution to other users and companies. It's very convenient as this product can be used on your mobile phone. It's not only the web apps. It's the mobile apps as well that also help the sales on the field to do their work with ease.

I'd rate the solution eight out of ten.

We use Zoho CRM to track business opportunities for our IT solution company and manage our sales pipeline. Our sales teams in Bangladesh, Sri Lanka, and Singapore also use it.

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.

The login process could be improved as some users find it unfriendly. The documentation could also be more user-friendly and better organized.

I have been using the product for three years. 

I rate the tool's stability a nine out of ten. 

Zoho CRM is a SaaS solution, and we haven't faced any performance issues. My company has seven users. We plan to use it up to 10 users and increase the use of Salesforce. 

The customer success team is very helpful, especially during the onboarding process, where they provide a good demo and assist with any questions. Although we have had only a few support queries, the responses have been very helpful.

Positive

Before using Zoho CRM, we didn't use a specific CRM solution but relied on manual Excel spreadsheets to capture opportunities. We didn't evaluate other vendors before choosing Zoho CRM. The decision to go with Zoho CRM was influenced by its ease of access, simple sign-up process, and effective trial system. The billing process is straightforward, as it can be handled directly with a credit card without going through a distributor, although we can work with one. These aspects made Zoho CRM a good fit for us.

The initial setup was straightforward and seamless, especially the onboarding process, which I found very user-friendly. I recently started a new trial, and the experience was smooth, from signing up to logging in and onboarding users. However, I faced some challenges when implementing more advanced features, like setting up territories. Although I was able to get support through online resources and documentation, the documentation itself could be improved. It could be more user-friendly, and sometimes, finding the right document or instruction is difficult, as information is spread across different places. This is an area where I think they could make improvements.

The deployment process for Zoho CRM typically takes me about two to three hours. I start by signing up as the master user, then proceed to set up privileges and permissions, especially if different territories are involved. After setting these up, I onboard users into the appropriate user groups. Following this, I train the users on how to create opportunities and the rules and logic they need to follow. Finally, we ask them to enter their data and customize the required reports. This is the typical flow I follow for most deployments.

One person can do the deployment since our use cases are not complex. 

We did the deployment in-house. 

Zoho CRM has provided organizational value. It has greatly improved sales productivity by eliminating the need for manual report creation and data updates. The CRM serves as a single source of truth, automating forecasting and reporting tasks.

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.

I rate the overall solution an eight out of ten. If you are considering using Zoho CRM, my advice is to make the most of their trial period to explore the features and see how they fit your needs. You can extend the functionality with Zoho's support and determine the required version and features. For instance, these are available in the enterprise edition if you need AI capabilities. Testing the CRM with a small group of end users as a pilot before moving to full production is also a good idea. 

Another point to consider is the pricing plans; you can choose between monthly or annual payment options, so select the one that suits you best. Zoho CRM also offers credits that can be used to purchase additional add-ons from their ecosystem. The product allows you to download your data if you decide to move away, so it’s not a completely closed platform.

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.

The solution easily links one form to another or sends one module to another.

They should provide an option to customize modules and fields for the solution, similar to Zoho Creator.

We have been using the solution for more than one year.

The solution's stability is better than other applications.

The solution's technical support service could be better.

Neutral

Zoho CRM has a default field that cannot be changed. Thus, we prefer using Zoho Creator for customized functionality. 

The solution's initial setup process for the cloud-based version is straightforward. It takes around a week to a month to complete depending on the client's requirements. It requires one executive to carry out the deployment.

The solution has standard pricing plans. It costs $14 per month. Also, its enterprise version costs $40. At the same time, its unlimited version costs $52.

The solution is easy to use for end users. I rate it a ten out of ten.

We use Zoho CRM for pipeline follow-ups. Our customer database is on the tool, so we use Zoho CRM to record customer data, the dates of client meetings, and when we did the POCs. All data we have on Zoho CRM are also shared with our customers. We also use Zoho CRM to predict how many sales we can do per quarter and year. These are our use cases for the tool.

The most valuable feature of Zoho CRM is emailing. You can send emails to customers directly from Zoho CRM. The marketing team in my company uses this feature, and it's effective.

What needs improvement in Zoho CRM is the UI. It needs to be more user-friendly. I like Salesforce better than Zoho CRM in terms of the UI, so if Zoho CRM can make some UI changes, that would make the tool better.

I've been using Zoho CRM for a long time, more than five years.

I didn't have issues with Zoho CRM stability-wise. It has good stability.

Zoho CRM is a scalable tool.

As we never had any problems with Zoho CRM, we never had the chance to open a ticket with the technical support team.

We only used Zoho CRM within our company.

I'm unsure of how straightforward or complex the setup of Zoho CRM is because I'm just a user. It's the technical team who deployed the tool within my company.

Zoho CRM was deployed in-house by the technical team.

I have no information about the pricing for Zoho CRM because the finance department handles that.

I'm using Salesforce at times. Some of my customers use Salesforce as well.

My company uses Zoho CRM internally.

My company is a customer rather than a seller or distributor of Zoho CRM.

I'm using the latest version of Zoho CRM because the tool has regular updates, so my company has the newest version.

Around forty-five to fifty people use Zoho CRM within the company. My company has a team that handles the maintenance of the tool.

I'm rating Zoho CRM as seven out of ten because its UI needs improvement.

We are the product more on the sales leads side of it, for the sales cycle, for creating our customers' contract details and any deals where there are rules involved. We also use it for projections. 

The product is very price-competitive. For startups, it's an absolutely brilliant product to start with. For any small companies of less than a hundred or so people, for SMEs, they are a really good option in the market.

For the most part, the solution is stable. 

I'm not sure that there is scalability potential for enterprises.

We've been using the solution for the last four or five years. 

The solution is stable for a smaller organization.

The scalability may not be up to the level that an enterprise-level company would need. It's more suited for SMEs.

Our entire sales force, which is more than 300 people, is on the solution at this time. 

We do not have plans to increase usage.

We've never had to deal with technical support. I can't speak to how helpful or responsive they are. 

We previously used Microsoft Dynamics 365.

It's a cloud-based solution. There is no setup required, per se. I just need to go and log in. That's it.

There is no technical team needed for deployment and maintenance. 

We don't pay for an individual license. It's part of a complete bundle. 

The pricing is very reasonable. It's not overly expensive. 

I'm a customer and an end-user.

I would recommend it to other users and organizations. 

I'd rate the product at an eight out of ten.