Zoho CRM Reviews

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. 

We are using Zoho CRM to book appointments with the sales team. The leads come directly on the website, they schedule a meeting, and then it comes to Zoho CRM. There is another way leads come from, such as online social media channels or sales team engages with them. Once a deal is closed, it goes to the accounting software and creates invoices directly. Additionally, the solution can give estimates or quotations.

Zoho CRM has a location-based feature where if I'm visiting certain customers in a day, it can indicate to me the most efficient route. However, this is if the location of all the offices or places is updated, it saves my time. The calendar in Zoho CRM is synchronized with Google Calander which is very useful for me.

The solution has all the features I want, and it is quite simple. The process to use it is easy.

Zoho CRM has a rule engine or a place where you can set certain rules. That's not evolved very much. They could improve this within the platform.

There are automation or workflow features that could be improved or evolved. In the solution, I can do a lot of operations, but it has certain limitations in its flexibility.

I have been using Zoho CRM for approximately three years.

Zoho CRM sometimes can be slow, but it is not a hindrance for us because it's not a critical requirement for us that it has to load within certain milliseconds. The speed could improve in the future. 

It is overall a reliable solution.

The scalability of Zoho CRM is good, you can add more people and upgrade the solution regularly.

We have approximately 10 salespeople using the solution.

I was in contact with the Zoho CRM support and I needed some help with the integration with Zoho CRM and other solutions. The support was good, they were able to answer all my questions.

I have used other solutions previously, such as ERPNext and Matrix.

The reason why we are using Zoho CRM is that it's straightforward. It's easy to consider. Matrix has many features, similar to Zoho CRM or even more. However, my team found some complexity to work with it. The Matrix may have project management, task management, and other complex modules, but they are not needed or critically required for the sales roles that we are doing in our business.

The staff preferred what is simple and sufficient that caters to our requirements, and this was Zoho CRM.

The initial setup was easy once you understand the system and its purpose of it. Deploying and doing the configuration can be done in approximately one or two weeks. There was not a traditional installation because the solution is on the cloud, you subscribe and then configure it for your needs.

We did the implementation of the solution ourselves. Zoho CRM has features of taking backups regularly. We do not do it on our own, we only have to do configuration. We don't do any maintenance, there is not any external maintenance required.

The subscription plan that I have doesn't have certain features that I would like. If I had more flexible features to add certain types of data or modify existing data points, I can use the solution more effectively in certain ways. For example,  it has a task productivity model where I can create all the tasks for myself, but certain tools are open text, and it's very difficult to group items when you have open text or unstructured data. If I could define this type of task I do in a day, then it can help a lot to understand how my workload is or what kind of work I'm doing. I could plan better for the future days.

The price of  Zoho CRM is already competitive, but we would always like to have a better discount. Most of the features are included in the price but if we want the extra features then we have to purchase them.

My advice to those wanting to use the solution is to first understand conceptually how CRM systems work. It becomes much easy to if you go with the flow. If someone knows how the sales process works, then it's very easy to configure Zoho CRM.

I rate Zoho CRM an eight out of ten.

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.

This solution can be used for a lot of things. They have a number of modules for you to enter for your customer contact. You are also able to use it for analytics and monitoring. 

There are also many modules on the business side. You can integrate your database for different sales and marketing pitches, and you can integrate it with your call center which makes it easy to log complete details of your customers - you can even contact your customers for relationship management!

One of the most important features is that it's a cloud base and, it's also quite cheaper when compared to other solutions. Zoho CRM is customizable as per your requirement and, the Zoho team is able to help you to customize the CRM based on your requirements, and you can integrate to any third-party solution.

I would like to see more integrations and customization options in the next release.

I have been using Zoho CRM for about two years.

It's a stable product. Initially, not so much. There were a lot of hiccups and failures when they were first starting out, but they have made improvements and are now quite stable.

This is a scalable product, especially since it is a cloud-based product. We currently have around two hundred to two fifty users working in the CRM.

There were issues with the tech support, we were not able to get through to them in order to get the issues resolved. But, over a period of time, maybe a year and so, it's become better for the most part, though sometimes we still have trouble getting through to them.

We used an in-house CRM initially but switched to Zoho CRM because it had much more features.

The initial integration was pretty straightforward so we were able to the start using the CRM pretty quickly. However, the integrations and customizations took some time to set up.

We implemented the solution in-house and have two administrators and one manager in there for maintenance. We need three guys because we have made a lot of customizations and integrations.

There is an annual license.

We evaluated Salesforce CRM, though I am unsure why we went with Zoho.

I would recommend Zoho CRM to any business that requires a lot of integration, customization, and reconstruction on the core side.

I would rate this product an eight out of ten overall.

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. 

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.