Zoho CRM Reviews

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.

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. 

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.

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.

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.

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

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

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.

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.

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.

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.

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.

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

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.

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

There's no installation required. 

We'd like the solution to be less expensive. 

I've used the solution for about one year. 

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

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. 

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. 

We did not previously use a different solution. 

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. 

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

I'd rate the solution five out of ten. 

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 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.

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.

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.