We use Zoho CRM for sales management.
Certified Consultant/self employed at FAIRCHANCE FOR CRM
I like the automated workflows
Pros and Cons
- "I like Zoho CRM's automatic lead assignment and automated workflows."
- "The MCR capabilities have some limitations."
What is our primary use case?
How has it helped my organization?
It curtails our internal staff time on account workflow automation.
What is most valuable?
I like Zoho CRM's automatic lead assignment and automated workflows.
What needs improvement?
The MCR capabilities have some limitations.
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October 2024
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For how long have I used the solution?
I have been using this solution for five years.
What do I think about the stability of the solution?
I rate Zoho CRM nine out of 10 for stability.
What do I think about the scalability of the solution?
I rate Zoho CRM nine out of 10 for scalability.
How are customer service and support?
The customer service is excellent.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
It is user friendly and cost effective
How was the initial setup?
Zoho CRM is easy to setup. The deployment time depends on your requirements.
What about the implementation team?
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.
What's my experience with pricing, setup cost, and licensing?
There are different prices for different versions, i.e. for Zoho One $37/user/month if pay annually.
Which other solutions did I evaluate?
We previously evaluated Salesforce.
What other advice do I have?
I rate Zoho CRM a nine out of 10. It's user-friendly and cheaper than Salesforce or most other CRM solutions.
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: My company has a business relationship with this vendor other than being a customer:
Technical support at Foresight Software Solutions Pvt Ltd
Customizable, quick to set up, and easy to manage
Pros and Cons
- "The initial setup is pretty fast."
- "I'd like the solution to offer more integrations with other products."
What is our primary use case?
We primarily use the solution for prioritizing projects.
What is most valuable?
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.
What needs improvement?
I'd like the solution to offer more integrations with other products.
For how long have I used the solution?
I joined my company about one year ago and have used Zoho since then.
What do I think about the stability of the solution?
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.
What do I think about the scalability of the solution?
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.
How are customer service and support?
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.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I'm not sure if the company used any other similar product previously.
How was the initial setup?
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.
What about the implementation team?
I can handle the deployment myself.
What's my experience with pricing, setup cost, and licensing?
I can't speak to the cost of the solution. I don't handle licensing.
What other advice do I have?
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.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
Zoho CRM
October 2024
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: October 2024.
816,406 professionals have used our research since 2012.
Infrastructure Sup at Capital Development Services
Simple initial setup, high availability, and scalable
Pros and Cons
- "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."
What is our primary use case?
Zoho CRM is a small component and it is used to monitor our internet services.
What is most valuable?
The most valuable feature of Zoho CRM is its ease of use.
What needs improvement?
The solution can improve by having a policy that allows us to integrate with the cloud.
For how long have I used the solution?
I have been using Zoho CRM for approximately three years.
What do I think about the stability of the solution?
I have found Zoho CRM to be stable.
What do I think about the scalability of the solution?
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.
How are customer service and support?
We have not contacted technical support.
How was the initial setup?
The initial setup was straightforward, and the whole process took me one day.
What about the implementation team?
We did the implementation in-house.
We have four engineers for the implantation and maintenance of the solution.
What's my experience with pricing, setup cost, and licensing?
We pay for an annual license to use this solution.
What other advice do I have?
I would recommend this solution to others for small businesses.
I rate Zoho CRM a six 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.
Manager - Sales & NBO at a tech services company with 201-500 employees
CRM that improves the visibility of all marketing campaigns and related sales
Pros and Cons
- "The most valuable features include the dashboards, deal tracking, email tracking, notes, managing notes and the ability to manage databases in one place."
- "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."
What is our primary use case?
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.
What is most valuable?
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.
What needs improvement?
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.
For how long have I used the solution?
We have used this solution for one year.
What do I think about the scalability of the solution?
This is a scalable solution.
How are customer service and support?
The customer service and support for this solution is great.
How would you rate customer service and support?
Positive
How was the initial setup?
The initial setup is straightforward. Deployment took two months.
What other advice do I have?
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.
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.
CEO at a consultancy with 51-200 employees
Pipeline management and reports are great. I'd like to see better tools for email campaigns.
What is most valuable?
Leads, pipeline management, reports and Zoho CRM have excellent customer support
How has it helped my organization?
Stronger pipeline, increase in revenue and profit
What needs improvement?
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.
For how long have I used the solution?
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.
What was my experience with deployment of the solution?
Deployment is very easy and smooth. No hassle at all.
What do I think about the stability of the solution?
Service lever is no issue. Zoho posts a continuously Health Service dashboard and has great performance.
What do I think about the scalability of the solution?
No
How are customer service and technical support?
Customer Service:
5 out of 5
Technical Support:4 out of 5
Which solution did I use previously and why did I switch?
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.
How was the initial setup?
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.
What was our ROI?
Cost / revenue is about 0.75% in 1 year.
What's my experience with pricing, setup cost, and licensing?
Internal labor cost $2000. Running cost $210/month
Which other solutions did I evaluate?
We evaluated SalesForce.com, Sugar CRM, and Zoho CRM.
What other advice do I have?
Evaluate carefully against your own needs, then select a vendor. If needed, team up with a vendor specific specialist;
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Managing Director at SSA Techknowlogies (P) Ltd
Scalability stands out, years of reliability, with straightforward implementation
Pros and Cons
- "I think the whole pipeline tracking is most useful for us."
- "The integration should be more user-friendly."
What is most valuable?
The whole pipeline tracking is most useful for us. Our whole pipeline management is where we look for prospects, leads, and conversion processes.
What needs improvement?
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.
For how long have I used the solution?
I have been using Zoho CRM for the past two years.
What do I think about the stability of the solution?
I have not had issues for years, so I would say it is reliable.
What do I think about the scalability of the solution?
One of their strong points is that it can very easily scale up.
How are customer service and support?
Technical support is highly responsive and I have not had any issues.
How would you rate customer service and support?
Positive
How was the initial setup?
The setup of Zoho CRM is straightforward.
What other advice do I have?
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.
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?
Other
Disclosure: My company has a business relationship with this vendor other than being a customer: Implementer
Senior Account Manager at a tech services company with 11-50 employees
User-friendly platform with a simple setup process
Pros and Cons
- "The platform has a valuable lead qualification feature."
- "The product's scalability and stability need improvement."
What is most valuable?
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.
What needs improvement?
The product's scalability and stability need improvement.
For how long have I used the solution?
We have been using Zoho CRM for one year.
What do I think about the stability of the solution?
Sometimes, our team members encountered system downtime. It could work better. I rate its stability an eight out of ten.
What do I think about the scalability of the solution?
We have four Zoho CRM users. I rate its scalability an eight out of ten. It needs improvement.
Which solution did I use previously and why did I switch?
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.
How was the initial setup?
The initial setup process is simple.
What about the implementation team?
Our network administrator implemented the product in our organization.
What other advice do I have?
I rate Zoho CRM an eight out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Business Development Manager at Computer Learning centre
Simple to use, scalable, and stable CRM software with good technical support, but it needs a more user-friendly interface
Pros and Cons
- "CRM software that's simple to use, with good technical support, scalability, and stability."
- "This solution needs a more user-friendly interface."
What is our primary use case?
Zoho CRM can be used by both registered users and potential users. We use it for creating and managing modules, email broadcasting and integrating with email marketing tools, etc. We also use it for data sharing between users.
What is most valuable?
What I like about Zoho CRM is that it's simple to use.
What needs improvement?
A more user-friendly interface is what I'd like to see in Zoho CRM.
For how long have I used the solution?
I've been using Zoho CRM for over three years now.
What do I think about the stability of the solution?
I find this solution stable.
What do I think about the scalability of the solution?
Zoho CRM is a scalable solution.
How are customer service and support?
The technical support for Zoho CRM is good.
How was the initial setup?
Zoho CRM has a straightforward installation.
Which other solutions did I evaluate?
I evaluated Salesforce.
What other advice do I have?
I wasn't involved in the installation of Zoho CRM.
We have 30 users of Zoho CRM within our organization, and we have two technicians that we work with, who are engineers. There is a possibility that we'll increase the number of users of this solution.
I'm giving Zoho CRM a rating of seven 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.
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Updated: October 2024
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