Try our new research platform with insights from 80,000+ expert users
Regional Channel Manager at a tech services company with 11-50 employees
Real User
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.

Buyer's Guide
Zoho CRM
December 2024
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: December 2024.
831,265 professionals have used our research since 2012.

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.
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
December 2024
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: December 2024.
831,265 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: December 2024
Buyer's Guide
Download our free Zoho CRM Report and get advice and tips from experienced pros sharing their opinions.