Zoho CRM Reviews

I primarily use Zoho CRM for downloading documents, managing customers and managers, and reporting.

Zoho CRM's best feature is its reporting.

The process of creating reports is not very user-friendly - it takes time, and it's confusing.

I've been working with Zoho CRM for a year.

Zoho CRM is stable and secure.

Zoho CRM is scalable.

Zoho's technical support could be faster and better at solving issues.

The initial setup was really easy, and the deployment was fast.

I would recommend Zoho CRM to other users and rate it eight out of ten.

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.

Zoho CRM is a small component and it is used to monitor our internet services.

The most valuable feature of Zoho CRM is its ease of use.

The solution can improve by having a policy that allows us to integrate with the cloud.

I have been using  Zoho CRM for approximately three years.

I have found Zoho CRM to be stable.

Zoho CRM is a scalable solution.

We have four IT personnel that are using the solution regularly. We do not plan to increase the usage at this time.

We have not contacted technical support.

The initial setup was straightforward, and the whole process took me one day.

We did the implementation in-house.

We have four engineers for the implantation and maintenance of the solution.

We pay for an annual license to use this solution.

I would recommend this solution to others for small businesses.

I rate Zoho CRM a six out of ten.

We are not using the fully-fledged solution yet as we are still in the process of a full migration. We tested the solution for a year first and found it more user friendly compared to other solutions on the market. 

We use Zoho for our outbound and inbound channels to run marketing campaigns and to manage and track leads coming from those campaigns. We plan to adopt it for our entire sales cycle for customer relationship management. 

The most valuable features include the dashboards, deal tracking, email tracking, notes, managing notes and maintaining databases in one place.

It is a value-addition tool. It gives us the visibility of all the deals which are in place, and allows us to manage and track activities against those deals. 

It would be useful to have some way of mapping organizations that could add more value. If I have X company's database and am trying to create multiple contexts for different entities of the same company, I should be able to map it in such a way that I can see the organization chart.

We have used this solution for one year. 

This is a scalable solution. 

The customer service and support for this solution is great. 

Positive

The initial setup is straightforward. Deployment took two months.

For smaller organizations looking for a CRM solution, it comes at an affordable cost. The sales cycle or marketing cycle can be a bit complex. 

I would rate this solution an eight out of ten. 

Leads, pipeline management, reports and Zoho CRM have excellent customer support

Stronger pipeline, increase in revenue and profit

Zoho CRM has room for improvement when it comes to building email templates and mass email campaigns. The Campaign section could also be stronger along with capabilities to run telemarketing without doing too much customizing.

We did work with SalesForce for 10 years but changed to Zoho CRM 4 years ago. Main reason was simplicity and far better price and performance.

Deployment is very easy and smooth. No hassle at all.

Service lever is no issue. Zoho posts a continuously Health Service dashboard and has great performance.

No

5 out of 5

4 out of 5

We did previously work with salesforce.com but SF was far too complex according to our needs. We choose Zoho CRM due to workflow capabilities and how we could integrate Zoho CRM with Convert Customer marketing automation.

Zoho works straight out of the box. Easy to start with, easy to customize to our own sales process and workflow. Simple and well functionality when it comes to creating report.

Cost / revenue is about 0.75% in 1 year.

Internal labor cost $2000. Running cost $210/month

We evaluated SalesForce.com, Sugar CRM, and Zoho CRM.

Evaluate carefully against your own needs, then select a vendor. If needed, team up with a vendor specific specialist;

We primarily use the solution for prioritizing projects.

We're able to easily track messages and notes. 

For management, it's easy to view what is going on. 

The initial setup is pretty fast.

It is stable.

We can scale the product.

It's very customizable and user-friendly.

I'd like the solution to offer more integrations with other products. 

I joined my company about one year ago and have used Zoho since then.

The solution is stable and reliable. There aren't any bugs, and it isn't glitchy. It doesn't crash or freeze. It's pretty reliable. 

We can scale the solution so that it meets our needs. 

Our company is pretty small, so we only have 18 users on Zoho.

At this time, we do not have plans to increase usage. 

I can't speak to how helpful or responsive support is. I've never used them. There is one person that can help us deliver answers to our customers, and they have been fine, as far as I know. 

Positive

I'm not sure if the company used any other similar product previously.

It does not take too long to set up the solution. As long as your bandwidth is good and you are using it out of the box, you can deploy it in a few minutes. 

I'm only a beginner in terms of having knowledge of the product, and therefore I'm not sure what maintenance, if any, is needed. 

I can handle the deployment myself. 

I can't speak to the cost of the solution. I don't handle licensing. 

I'm not sure which version of the solution I'm using. 

I would recommend the solution to other users. 

At this time, I'd rate it nine out of ten. 

The whole pipeline tracking is most useful for us. Our whole pipeline management is where we look for prospects, leads, and conversion processes.

The integration should be more user-friendly. I think the architecture currently is pretty modularized within the Zoho system. We have a CRM and we have projects, and the integration part in previous modules can be better and made easier for end users. That is where we had to use third-party vendor support to help us build those integrations.

I have been using Zoho CRM for the past two years.

I have not had issues for years, so I would say it is reliable.

One of their strong points is that it can very easily scale up.

Technical support is highly responsive and I have not had any issues.

Positive

The setup of Zoho CRM is straightforward.

As with any other solution, try to go out of the box to implement the best practices and use all the features. These are the two things which I would recommend. I would rate Zoho CRM an eight out of ten.

It is a good CRM product compared to Salesforce, HubSpot, and many others. It is user-friendly and easy to use for beginners. They can utilize it properly and navigate it to upload and view information.

The platform has a valuable lead qualification feature. It helps us set sales parameters and decide whether the lead is positive or negative.

The product's scalability and stability need improvement. 

We have been using Zoho CRM for one year.

Sometimes, our team members encountered system downtime. It could work better. I rate its stability an eight out of ten.

We have four Zoho CRM users. I rate its scalability an eight out of ten. It needs improvement.

Zoho is better than HubSpot in terms of user interface. It has good scalability. We can navigate it as per our requirements. It integrates all the information well with other departments.

The initial setup process is simple.

Our network administrator implemented the product in our organization.

I rate Zoho CRM an eight out of ten.