I use the solution to manage the contracts with the vendors.
Privat at a government with 501-1,000 employees
Effectively manages the contracts and has the best notification feature
Pros and Cons
- "The solution has an efficient notification feature."
- "Adding a new contract to the solution is quite complicated."
What is our primary use case?
What is most valuable?
The solution's most valuable feature is notification.
What needs improvement?
Whenever I have to add a contract, it shows multiple lines on the screen. It isn't easy to proceed further in this case. They should improve this particular feature in the solution.
For how long have I used the solution?
I have been using the solution for six months.
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.
What do I think about the stability of the solution?
I rate the solution's stability a seven or eight.
What's my experience with pricing, setup cost, and licensing?
The solution's price is lower than other software.
What other advice do I have?
I rate the solution an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Client Partner at a tech company with 1,001-5,000 employees
Although Zoho CRM is easy to use the social collaboration platform needs to be improved
What is most valuable?
Zoho reports
How has it helped my organization?
We were using SharePoint to hold, maintain, manipulate and manage the data but it was time consuming and a difficult process. Zoho CRM by contrast is easy to use, customizable and you don’t need training to use it.
What needs improvement?
Social network integration. I would suggest the following
- Somehow they need to integrate LinkedIn again on Zoho, where users can connect the LinkedIn profile of contacts added.
- The social collaboration platform needs to be improved with more enhanced features.
For how long have I used the solution?
More than two years.
What was my experience with deployment of the solution?
No issues encountered.
What do I think about the stability of the solution?
No issues encountered.
What do I think about the scalability of the solution?
No issues encountered.
How are customer service and technical support?
Customer Service:
Only chat is available, connecting over the phone is impossible. Some of the questions I had trouble getting answers to were:
- How to fetch reports
- Initial training links
- Integration of different Zoho products.
- Best practices about how to use Zoho CRM
It’s Ok, again it's only chat support.
Which solution did I use previously and why did I switch?
I was using SharePoint but it's difficult to manage and consumes lots of time and effort.
How was the initial setup?
It's very simple, just watch the video and customize it as per your requirements.
What about the implementation team?
It's a cloud based platform.
What was our ROI?
Sales have increased by 10-15%.
What's my experience with pricing, setup cost, and licensing?
It's a cloud based platform.
Which other solutions did I evaluate?
We also looked at Pipeline, and SalesForce.
What other advice do I have?
Use its free trial for three users first and try adapting the plug'n'play feature.
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.
Lead, Marketing Research & CRM Activities at a tech services company with 51-200 employees
It's made our lives easy as our entire sales organisation use this product, but the automation features are at a very basic level.
What is most valuable?
- Campaigns
- Reports
- Mobile app
How has it helped my organization?
Tracking the leads, contacts & campaigns over Zoho CRM made our lives easy as our entire sales organisation use this product.
What needs improvement?
Automation features for the Zoho Campaigns are at a very basic level as compared other marketing automation tools in the market these days.
For how long have I used the solution?
I've used it for two and a half years.
What was my experience with deployment of the solution?
No issues encountered.
What do I think about the stability of the solution?
A couple of times the reporting API for one of my team members got corrupted, and it took a day for tech team to fix it.
What do I think about the scalability of the solution?
No issues encountered.
How are customer service and technical support?
Customer Service:
It's poor.
Technical Support:Poor, as they don't answer you call or emails at first your first attempt.
Which solution did I use previously and why did I switch?
No previous solution used.
How was the initial setup?
It was straightforward.
What about the implementation team?
Since it's a SaaS based product there was just a demo from the sales person.
What was our ROI?
It's 60%.
What's my experience with pricing, setup cost, and licensing?
It was somewhere around US$12 for per user, over the period of time the tarrif has changed with revised rates.
Which other solutions did I evaluate?
- Marketo
- Eloqua 10
- Hubspot etc.
What other advice do I have?
This is good product for a startup company with minimal features, good for data management on CRM but there is nothing called automation with this.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Product Manager at a tech services company with 51-200 employees
Agile CRM that facilitates efficiencies through effective customer and sales tracking and order management
Pros and Cons
- "Customer tracking, order management, sales tracking and PO tracking provide efficiency."
- "Zoho could be more user friendly by improving the UI of the interface."
What is our primary use case?
We use Zoho to track customer requests and our test orders.
What is most valuable?
Customer tracking, order management, sales tracking and PO tracking provide efficiency. It's similar to what I have used in Salesforce before.
What needs improvement?
Zoho could be more user friendly by improving the UI of the interface.
For how long have I used the solution?
Our business has been using this solution for a couple of years.
What do I think about the stability of the solution?
This is a stable product. We have had a couple of instances where it has struggled to load which was possibly due to maintenance taking place.
What do I think about the scalability of the solution?
This is a scalable solution.
How are customer service and support?
I have not needed to contact the support team.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I used Salesforce previously when I worked at a different company. Salesforce is more user friendly but Zoho is more flexible and agile. Zoho are faster in releasing new features.
How was the initial setup?
The initial setup was straightforward.
What about the implementation team?
The in-house team set up this solution. They are technical experts and complete all our automation.
What's my experience with pricing, setup cost, and licensing?
This solution is less expensive than Salesforce.
What other advice do I have?
I would recommend Zoho to others.
I would rate Zoho 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.
Lead for technology at a university with 11-50 employees
Easy to use, stable, and responsive support
Pros and Cons
- "Zoho CRM is easy to use and easy to understand."
- "The mobile application is a little complicated and could be simplified."
What is our primary use case?
Zoho CRM can be used for ECommerce, customer management, and lead management. You can create flow strategies on how to manage everyone, including your customers.
What is most valuable?
Zoho CRM is easy to use and easy to understand.
What needs improvement?
The mobile application is a little complicated and could be simplified.
For how long have I used the solution?
I have been using Zoho CRM for approximately two years.
What do I think about the stability of the solution?
The solution is stable.
What do I think about the scalability of the solution?
I have found Zoho CRM to be scalable.
We have more than 150 people using this solution in my organization.
How are customer service and support?
The support is very good, they will support you at any time during regular business hours.
Which solution did I use previously and why did I switch?
I have previously used LeadSquared and Kreato. LeadSquared seemed a little simple than Zoho. Zoho is a very powerful tool and has a lot of features. You don't have these features with LeadSquared and Kreato.
How was the initial setup?
It is cloud-based there is no installation.
What's my experience with pricing, setup cost, and licensing?
There is a license required for this solution.
Which other solutions did I evaluate?
There are some other solutions that have compatible features to Zoho CRM, though I have not used them, such as, HubSpot and Salesforce.
What other advice do I have?
I would recommend this solution to others.
I rate Zoho CRM 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.
ASM at a computer software company with 11-50 employees
Cost effective CRM that saves costs through cloud hosting and ability to pay as you go
Pros and Cons
- "The support response time for this solution could be improved."
What is our primary use case?
We use this solution for log collection as well as for recording leads and data.
What needs improvement?
The support response time for this solution could be improved.
For how long have I used the solution?
We have been using this solution for nine months.
What do I think about the stability of the solution?
This is a stable solution.
What do I think about the scalability of the solution?
This is a scalable solution.
How was the initial setup?
It wasn't very easy because the solution was new to us, so we took the time to understand the solution itself and the installation.
What's my experience with pricing, setup cost, and licensing?
Being able to have the solution in the cloud has made this a cost effective solution for us as we don't need to invest in hardware.
If you compare the pricing with SAP, it is well priced and you are able to pay as you go.
Which other solutions did I evaluate?
We evaluated another CRM called TCS iON but we chose Zoho.
What other advice do I have?
The Zoho salesperson we dealt with was really good and supported us. I would recommend Zoho to other users.
I would rate this solution an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: reseller
Regional Channel Manager at a tech services company with 11-50 employees
Customizable, inexpensive, and perfect for small and medium enterprises
Pros and Cons
- "It is customizable. We have customized the CRM according to our needs."
- "Sometimes, there are technical glitches. When we add product details, the information disappears. It can be improved from this aspect. Some of the bugs also need to be resolved."
How has it helped my organization?
It helps in quickly working on the opportunities. It is very user-friendly, and we can quickly create opportunities and quotes.
What is most valuable?
It is customizable. We have customized the CRM according to our needs.
What needs improvement?
Sometimes, there are technical glitches. When we add product details, the information disappears. It can be improved from this aspect. Some of the bugs also need to be resolved.
They can improve the mobile app. They can add more functionalities to the Zoho CRM mobile app.
For how long have I used the solution?
I have been using this solution for the last two years.
What do I think about the stability of the solution?
It is stable.
What do I think about the scalability of the solution?
It is scalable.
How are customer service and support?
Their technical support is really good. We haven't had any issues so far.
How was the initial setup?
Its initial setup is very easy.
What about the implementation team?
We used a third-party service provider for the setup.
What's my experience with pricing, setup cost, and licensing?
Compared to other CRMs, it is very cheap.
Which other solutions did I evaluate?
We evaluated Salesforce and NetSuite from Oracle. We chose Zoho CRM because it had similar features but at a better price.
What other advice do I have?
I would definitely recommend this solution to others. It is the best solution for small and medium enterprises.
I would rate Zoho CRM an eight out of 10.
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.
Skip Tracer | 10+Years Specializing in Unclaimed Money | Find Unclaimed Money | Finding Heirs at AURFS Pty Ltd trading as Money Catch
Excellent CRM
What is most valuable?
Ability to work out the CRM and customize it, without too much help.
How has it helped my organization?
Complete customer relation management with the ability to add further apps if needed.
What needs improvement?
None
For how long have I used the solution?
7 years
What was my experience with deployment of the solution?
None
What do I think about the stability of the solution?
No
What do I think about the scalability of the solution?
No
How are customer service and technical support?
Customer Service:
As a paid user the wait is usually around 48 hrs, it would be great as a paid user to always be able to have support 24/7. By any methods. 8.5 Star rating
Technical Support:Excellent
Which solution did I use previously and why did I switch?
Salesforce, switched due to their prices was excessive and Zoho CRM was excellent.
Which other solutions did I evaluate?
Yes, Professional - we have tailored the crm to our needs
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
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Updated: October 2024
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