Zoho CRM Reviews

I primarily use Zoho CRM to track the sales funnel, allowing me to monitor the progress of leads and opportunities. 

Over the past three years, I've used Zoho in various capacities, especially for setting up a basic team to start tracking leads and opportunities.

Zoho CRM is flexible due to its integrations, like with Zoho Campaign, helping integrate marketing efforts with CRM processes. It offers a no-cost entry with the ability for three users to use it at no charge, which is beneficial for startups to explore the platform without financial strain. This enables me to start using the platform, handle opportunities, and get a feel before committing financially.

We get different requirements and use cases because most of our clients use CRM for their businesses.

We can customize the solution the way we want to. We built a ChatGPT extension. It has some capabilities of building its own widgets with respect to CRM. We can integrate it with any web application. We also created SalesInbox, which is a mailing feature. We can set up our mailbox with Zoho CRM. We get updates from Zoho CRM whenever we send out an email. It tells us whether the person viewed the email or clicked on any links.

One of the best features of the solution is data sharing. We can create our own rules even if we have configured the standard rules. We can have a different rule setup where we can assign rules based on value and give data-sharing permissions.

Basically, it handles the entire customer relationship management, from lead generation to creating workflows for assigning leads to other salespersons, generating reports, qualifying leads, etc. It covers the entire lifecycle.

It's easier to share information across the entire organization about prospective sales or ongoing pitches. It's also easier to collaborate with colleagues who have experience in specific industries. They can reach out to me directly, and I can search for relevant information. So it is easier to collaborate and find data across the organization.

I use it for communication, marketing, lead campaigns, sales strategies, telephonic systems, and everything. I can even use Zoho CRM for quotations, and invoices.

The camera feature is valuable because it provides a look and feel. It has a high-user interface where you can build your own drag-and-drop concept. It used to have a prebuilt list format, but it was not a good arrangement. For the last year that the camera feature has been available, you can drag and drop which feed you want to put for the look and feel you want. The feature is available on Creator as well.

The interface is very clear in Zoho CRM.

For all remote employees in our organization, Zoho CRM is used for tracking the leave applications and monthly reports can be generated automatically without any manual intervention.

Before using Zoho CRM, our company had to collate and consolidate data manually which used to be a troublesome task. Just to complete the leave calculation, our company had to pay employees late or make assumptions about the presence of employees for upcoming working days, which minimized the visibility, which was solved using Zoho CRM. 

Every time an employee logs in for the day, it gets reflected in Zoho CRM for our company, as the login devices have been integrated beforehand. The solution allows our company to download all the attendance data at the end of the month for salary processing. 

The solution has enabled our companies to easily apply for leaves, track mode of work, and similar aspects. The hybrid model regulation, which involves three days of work from the office and two days of work from home in our company, can also be tracked and implemented effectively using Zoho CRM. The login and logout times of each employee of our company are also recorded by Zoho CRM for productivity calculations. 

Zoho CRM is essential, especially for salespeople. It's about understanding customer interactions. For example, it allows you to track how many deals a salesperson has closed or lost and provides a comprehensive view of customer interactions. This includes the ability to schedule meetings, view invoices raised, and even process payments for clients.

The platform supports various business types, enabling them to manage orders effectively and maintain high-quality customer interactions. Zoho CRM also facilitates needs analysis, helping businesses with organizational analysis to improve efficiency.

For lead management, automation is key. It enables us to efficiently handle leads from our marketing department and ensure they are properly integrated into our sales pipeline. Zoho CRM's automation features make it easier to manage these leads without manual intervention, streamlining the process from initial contact to conversion.

Integration depends on the specific applications in use. Zoho CRM offers extensive integration options, including direct integrations with popular applications and the flexibility to connect with others via API calls. This enables us to seamlessly combine CRM data with other systems and web applications, enhancing our overall business processes.

As a user, I use the product to manage client relationships. We have long-term relationships with clients, so keeping up with all the information and our conversations about their necessities and needs is really useful. We want to have a record of the proposals we send to the clients and our negotiations before the project is initiated in one place.

The best thing about Zoho CRM is that it is integrated with other Zoho applications. Before using Zoho, I worked with different systems that were not integrated. Zoho charges only one license. With that license, you can access 55 different applications. It's really easy to connect Zoho CRM with Zoho Campaigns. For example, if I want to have lists and make follow-up campaigns, I can do that. There’s another application called Zoho Flow, which allows us to connect Zoho with third-party applications. It is really easy to do. So, the ability to connect Zoho with other applications that our business needs is really useful.

Zoho CRM has been a really good product. From a basic CRM perspective, we use it to maintain the details of our company's customers.

In its entirety, I do not see or cannot really think of any specific feature I found valuable from the entire product. The product helps keep the sales cycle clean, and one can also get an entire snapshot of it.