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Regional Director at AMBIT SOFTWARE LLC
Real User
Top 5Leaderboard
An affordable CRM solution that integrates easily with customer service workflows
Pros and Cons
  • "Zoho CRM integrates easily with customer service workflows."
  • "The reporting for developers should be improved."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

The reporting for developers should be improved.

Buyer's Guide
Zoho CRM
December 2024
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: December 2024.
831,265 professionals have used our research since 2012.

For how long have I used the solution?

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

What do I think about the stability of the solution?

The product is stable.

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

What do I think about the scalability of the solution?

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.

How was the initial setup?

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.

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

The product is affordable.

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

What other advice do I have?

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.

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?

Amazon Web Services (AWS)
Disclosure: My company has a business relationship with this vendor other than being a customer: consultant
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
Zoho CRM
December 2024
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: December 2024.
831,265 professionals have used our research since 2012.
Dragan Hanc - PeerSpot reviewer
Business Development Manager at a tech services company with 11-50 employees
Real User
Top 20
A cost-effective, highly customizable, and scalable solution providing a wealth of pre-built features and integration possibilities
Pros and Cons
  • "It also provides robust reporting capabilities to analyze and report on these key aspects of customer relationship management."
  • "Custom development is often necessary to make such extensive changes, and it does come with associated costs."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

I have been using it for eight months now.

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

How was the initial setup?

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.

What about the implementation team?

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.

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

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

Which other solutions did I evaluate?

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.

What other advice do I have?

Overall, I would rate it eight out of ten.

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
Business Consultant and Developer at Consigliere
Real User
Top 5Leaderboard
A stable and scalable cloud-based solution for process sales
Pros and Cons
  • "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 would like to see better integration with Zoho Creator."

What is our primary use case?

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.

How has it helped my organization?

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

What is most valuable?

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.

What needs improvement?

I would like to see better  integration with Zoho Creator.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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

How was the initial setup?

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.

What was our ROI?

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

What other advice do I have?

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.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Muljo Witono - PeerSpot reviewer
CEO and Owner at PT Solusindo Total Teknikatama
Real User
Top 5
Great features and fast and easy to set up
Pros and Cons
  • "There are many features that capture customer data."
  • "Support could be more knowledgeable."

What is our primary use case?

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

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

I've been using the solution for four years. 

What do I think about the stability of the solution?

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. 

What do I think about the scalability of the solution?

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. 

How are customer service and support?

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.

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

We did not previously use a different solution. 

How was the initial setup?

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. 

What about the implementation team?

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

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

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

What other advice do I have?

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.

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
Laban Kipngeno - PeerSpot reviewer
Network Security and Data Specialist at JW Seagon
Real User
Top 5
An easy to implement solution that is good for mid-sized enterprises
Pros and Cons
  • "I like the solution's reminder feature which is helpful for big projects. There are many tasks that run at the same time. The reminder feature makes things easy for me since I use Zoho's mobile version as well."
  • "The tool is hard for people who have worked with Microsoft Office for a long time."

What is most valuable?

I like the solution's reminder feature which is helpful for big projects. There are many tasks that run at the same time. The reminder feature makes things easy for me since I use Zoho's mobile version as well. 

What needs improvement?

The tool is hard for people who have worked with Microsoft Office for a long time. 

For how long have I used the solution?

We first activated the license last year around April. I have been using the product for about a year and a quarter. 

What do I think about the stability of the solution?

We had opted for a US server which was a mistake. We have asked to move our data setup to EU. 

What do I think about the scalability of the solution?

My company has 60 users for the product. 

How are customer service and support?

The solution's support is based on the plan that you have. The gold plan gets support from Monday to Friday for 24 hours. There is no assistance on weekends. You get 24/7/365 support for platinum plans. 

How was the initial setup?

We use the solution's cloud license. The tool's setup is straightforward if you have your business requirements defined. We have only done a couple of sprints. We are yet to have to go live for the entire module. 

What other advice do I have?

I would rate the product a six out of ten. The solution makes more sense to a mid-sized company since it is cheaper than Freshworks. Freshworks is enormous, big, full-fledged, and suited for large enterprises. The product is also easy to implement since it is less technical. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Zoho Solution Architect / Zoho Senior Developer / Zoho Administrator at a outsourcing company with 5,001-10,000 employees
Real User
Top 5Leaderboard
A customizable solution that can be deployed very easily
Pros and Cons
  • "The product is customizable."
  • "The support is not quite good."

What is our primary use case?

I use the product for customer relationship management.

What is most valuable?

The product is customizable. Its features are better than products like Salesforce and HubSpot. It is the best solution.

What needs improvement?

The solution should add more customizing options to Canvas.

For how long have I used the solution?

I have been using the solution for two years.

What do I think about the stability of the solution?

I rate the product’s stability a nine out of ten.

What do I think about the scalability of the solution?

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

How are customer service and support?

The support is not quite good. The support team is available only Monday to Friday.

How would you rate customer service and support?

Neutral

How was the initial setup?

The initial setup is very easy.

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

The product costs $35 per user per year. We pay separately for premium support.

What other advice do I have?

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

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Alok Kumar Bhuwan - PeerSpot reviewer
Managing Secretary at Manovikas Charitable Society
Real User
Top 10
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
Buyer's Guide
Download our free Zoho CRM Report and get advice and tips from experienced pros sharing their opinions.
Updated: December 2024
Buyer's Guide
Download our free Zoho CRM Report and get advice and tips from experienced pros sharing their opinions.