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PeerSpot user
Skip Tracer | 10+Years Specializing in Unclaimed Money | Find Unclaimed Money | Finding Heirs at AURFS Pty Ltd trading as Money Catch
Vendor
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

Buyer's Guide
Zoho CRM
November 2024
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
824,067 professionals have used our research since 2012.

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 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.
PeerSpot user
it_user999 - PeerSpot reviewer
VP of Development at a marketing services firm with 51-200 employees
Vendor
Zoho is a very good CRM system to use to start out, but you may find that you outgrow the functionality.

Valuable Features:

Inexpensive Integrates well with Google Apps for business Easy to use; easy for team to adopt Robust reporting features Useful across all areas of our business (from management to sales to support)

Room for Improvement:

Doesn't integrate well with Outlook Took a while to set the system up properly (to reflect our business needs) Not many apps that we can use to add on.

Other Advice:

My company started with Zoho because it was a very affordable alternative to Salesforce, and I'm very happy with our decision. However, as we continued to grow, Zoho did not have all the features we needed to successfully track our sales cycle, so we ended up switching to Salesforce (and this transition. . .whew. . .it was a doozy and took nearly a full week to have everything in order). It's a very good system to use to start out, but you may find that you outgrow the functionality.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user6579 - PeerSpot reviewer
it_user6579Engineer at a tech services company with 1,001-5,000 employees
Consultant

Good Article!

I understand that the ZohoCRM took a while to set the system up properly (to reflect our business needs), as it's not just a software but it's a process to implement CRM or ERP in an organizaion.

See all 2 comments
Buyer's Guide
Zoho CRM
November 2024
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
824,067 professionals have used our research since 2012.
it_user507 - PeerSpot reviewer
Developer at a tech company with 51-200 employees
Real User
Great CRM product

Valuable Features:

I love that Zoho CRM has an API allowing remote retrieval and update of CRM info. I also like the fact that one can add custom fields.

Room for Improvement:

Can't think of something I dislike about Zoho - CRM.

Other Advice:

I use Zoho - CRM as my customer management tool. I am dealing with a few hundred customers. I have easy access to account info, contact info, recent notes and activities, and problem tickets. Towards the end of last season's project, I wrote a script to calculate revenue from each customer. I did not have to manually update the CRM, since Zoho provide a cool API able to retrieve and update CRM data. Recommended!
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user6579 - PeerSpot reviewer
it_user6579Engineer at a tech services company with 1,001-5,000 employees
Consultant

Nice Explanation.
Truely Zoho CRM enables you to track Sales and Marketing activities in clicks and it is designed for organizations with simple to intemediate requirements.

Buyer's Guide
Download our free Zoho CRM Report and get advice and tips from experienced pros sharing their opinions.
Updated: November 2024
Buyer's Guide
Download our free Zoho CRM Report and get advice and tips from experienced pros sharing their opinions.