Zoho CRM Reviews

I use Zoho CRM primarily for customer management, lead management, and deals management.

Zoho CRM provides excellent value for money. It offers substantial features for its price point. Specifically, the leads and deals modules, as well as integrations, are very effective.

The analytics and AI suggestion features need improvement.

I have been using Zoho CRM for five years.

I find the solution to be stable without any glitches.

Zoho CRM is fully scalable.

I believe the technical support is very good, and I rate it a nine out of ten.

Positive

Since Zoho CRM is a SaaS solution, there was no installation needed.

I rate the pricing as a five out of ten, as it offers good value for money.

Regarding improvements, the analytics part and AI suggestions are the two main areas that need improvement. Overall, I rate the solution an eight out of ten. It would be better if the review remains anonymous. The email will be used solely for internal use, and my name can be on the review, but my company name and email ID should remain hidden.

Public Cloud

Other

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.

Public Cloud

Amazon Web Services (AWS)

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 the solution for different projects. We use it to patch lead details from clients' sources. 

I have issues with the tool's scalability. 

I have been working with the product since 2018. 

I would rate the solution's stability between seven to six out of ten. 

I would rate the product's scalability between eight to seven out of ten. We have a lot of users for the product in our organization. 

The solution's setup is easy.

I would rate the product a seven out of ten. 

The solution helps us to identify how customers expect to work with us. It helps us to know the funnel process where the prospect is through. It also serves as a database of information on customers, costs, prospects, and proposals. 

I am impressed with the product's information on customers. 

It is hard to modify information around a customer. You need to pay for the features and the tool needs to improve it. 

I have been using the solution for five to six years. 

I would rate the solution's stability a seven out of ten.

I would rate the solution's scalability a seven out of ten. 

The solution's setup is complex. 

I would rate the product an eight out of ten. You need to first think about the version that you need for the company. You need to seek out a person who knows the product very well to help you modify the charts, it could be an associate of Zoho. Think about what information you need to receive from the CRM since you can receive something that you don't need. 

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.

The solution's most valuable feature is the ease of navigation.

The solution's feature for forecast has limitations. It could be better. Also, there need to be more features similar to its on-premise version.

I have been using the solution for nine months.

The solution is always stable. I rate its stability a nine out of ten.

I rate the solution's scalability an eight or nine.

The solution's technical team is very helpful.

Positive

The solution's setup process is simple and cost-effective.

The solution's technical team helped us implement it.

The solution is cost-effective. I rate its pricing a four out of ten.

I have evaluated SAP and Salesforce solutions. In comparison, Zoho meets all our business requirements and provides simple navigation.

I rate the solution a nine 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.

Public Cloud