The main area for improvement is how the solution handles leads. Leads are separated and always tied to a contact, which makes it difficult to maintain leads within a company. This could be handled better.
There should be easy access to feature recommendations in the solution. A public repository can be created for the solution that will comprise all the possible features and use cases of Zoho CRM. Presently, I have to visit the vendor's website to learn about all the extensive features of Zoho CRM. Senior employees of our organization, when they are on vacation, fill time sheets once a week or month, but the data cannot be viewed monthly or for a specific range of days in Zoho CRM. The product should introduce a button on the interface to fill the timesheet as a mass entry, it will provide more visibility to the users. I had to create a document to note which employees are travelling for a specific duration in my organization, Zoho CRM should effectively navigate and convey the features to the customers about multiple data entries. For instance, many employees in our company were manually filling the timesheet for each day by spending 30 minutes, instead of filling an entire range that should take five minutes.
Zoho CRM’s customer service can be a little difficult to reach sometimes. They have a very large community. We can find answers in the community blog. However, sometimes we see articles of people asking for a new feature, and it has been sitting there for two to three years without an official answer or letting us know when we should expect the feature to be launched. The product could improve its customer service.
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.
Head of Sales(Solutions) at Brane Enterprises Pvt Ltd
Real User
Top 10
2023-05-08T03:08:20Z
May 8, 2023
Currently, there is no need for further improvement as the solution has successfully met our requirements. We have utilized it across various industries, effectively segregating them by different sectors, including enterprises and small businesses. It has proven to be a good solution. The customization options for roles in Zoho CRM are currently limited. While the platform offers extensive coverage for various industries and business sizes, there is room for improvement in terms of providing more roles and enhancing customization capabilities within those roles.
There are certain functions that have occasional performance issues including workflow automation that can result in backlogs. It's been less of a problem recently.
Managing Secretary at Manovikas Charitable Society
Real User
Top 5
2023-01-12T12:36:04Z
Jan 12, 2023
Pricing for Zoho CRM could be improved because it is expensive. My company also needs some analytics, so it would be good if Zoho CRM had built-in analytics. The company is now looking into a different solution for analytics, such as Google Analytics or Zoho Analytics. Whichever is better, my company will use.
What needs improvement in Zoho CRM is the UI. It needs to be more user-friendly. I like Salesforce better than Zoho CRM in terms of the UI, so if Zoho CRM can make some UI changes, that would make the tool better.
While Zoho products have been updated and they have introduced many features, sometimes the information about new features is not there. Sometimes we have to try it ourselves and discover by trial and error to get to know what the new features are as well as the function or benefit. Support could be more knowledgeable. We want to integrate the product with WhatsApp or social media or chat, WeChat. We'd like something like ChatBox as people are no longer using email to communicate. They are now using direct messages. Zoho needs to get involved with this.
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.
Manager - Sales & NBO at Neutrinos India Pvt. Ltd.
Real User
2022-05-11T12:43:01Z
May 11, 2022
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.
Technical Solutions Architect at Valencia IIP Advisors Limited
Real User
2022-02-14T21:52:13Z
Feb 14, 2022
The only thing I noticed was that it does not support multi-country operations. In Canada, for example, we do not use the term "state," but rather "province," and we do not use zip codes, but rather "postal codes." Those are things that cannot be changed. They are constantly releasing new features, such as visibility to non-users. They've already addressed that with a feature that allows people to see sales contests and results of sales promotions, as well as who's selling the most. They are not required to have a paid license, which is convenient. There are some people who only need to catch an occasional glimpse. The way it works is it's all-or-nothing. But that's how they're all. There is nothing new there.
Regional Channel Manager at a tech services company with 11-50 employees
Real User
2021-12-08T19:22:00Z
Dec 8, 2021
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.
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management.
The main area for improvement is how the solution handles leads. Leads are separated and always tied to a contact, which makes it difficult to maintain leads within a company. This could be handled better.
There should be easy access to feature recommendations in the solution. A public repository can be created for the solution that will comprise all the possible features and use cases of Zoho CRM. Presently, I have to visit the vendor's website to learn about all the extensive features of Zoho CRM. Senior employees of our organization, when they are on vacation, fill time sheets once a week or month, but the data cannot be viewed monthly or for a specific range of days in Zoho CRM. The product should introduce a button on the interface to fill the timesheet as a mass entry, it will provide more visibility to the users. I had to create a document to note which employees are travelling for a specific duration in my organization, Zoho CRM should effectively navigate and convey the features to the customers about multiple data entries. For instance, many employees in our company were manually filling the timesheet for each day by spending 30 minutes, instead of filling an entire range that should take five minutes.
The reporting for developers should be improved.
The product's scalability and stability need improvement.
Zoho CRM’s customer service can be a little difficult to reach sometimes. They have a very large community. We can find answers in the community blog. However, sometimes we see articles of people asking for a new feature, and it has been sitting there for two to three years without an official answer or letting us know when we should expect the feature to be launched. The product could improve its customer service.
The solution should add more customizing options to Canvas.
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.
I would like to see better integration with Zoho Creator.
The MCR capabilities have some limitations.
Currently, there is no need for further improvement as the solution has successfully met our requirements. We have utilized it across various industries, effectively segregating them by different sectors, including enterprises and small businesses. It has proven to be a good solution. The customization options for roles in Zoho CRM are currently limited. While the platform offers extensive coverage for various industries and business sizes, there is room for improvement in terms of providing more roles and enhancing customization capabilities within those roles.
There are certain functions that have occasional performance issues including workflow automation that can result in backlogs. It's been less of a problem recently.
The process of creating reports is not very user-friendly - it takes time, and it's confusing.
Pricing for Zoho CRM could be improved because it is expensive. My company also needs some analytics, so it would be good if Zoho CRM had built-in analytics. The company is now looking into a different solution for analytics, such as Google Analytics or Zoho Analytics. Whichever is better, my company will use.
What needs improvement in Zoho CRM is the UI. It needs to be more user-friendly. I like Salesforce better than Zoho CRM in terms of the UI, so if Zoho CRM can make some UI changes, that would make the tool better.
Zoho could be more user friendly by improving the UI of the interface.
While Zoho products have been updated and they have introduced many features, sometimes the information about new features is not there. Sometimes we have to try it ourselves and discover by trial and error to get to know what the new features are as well as the function or benefit. Support could be more knowledgeable. We want to integrate the product with WhatsApp or social media or chat, WeChat. We'd like something like ChatBox as people are no longer using email to communicate. They are now using direct messages. Zoho needs to get involved with this.
We would like to always email users as soon as any new features are launched.
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.
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.
The only thing I noticed was that it does not support multi-country operations. In Canada, for example, we do not use the term "state," but rather "province," and we do not use zip codes, but rather "postal codes." Those are things that cannot be changed. They are constantly releasing new features, such as visibility to non-users. They've already addressed that with a feature that allows people to see sales contests and results of sales promotions, as well as who's selling the most. They are not required to have a paid license, which is convenient. There are some people who only need to catch an occasional glimpse. The way it works is it's all-or-nothing. But that's how they're all. There is nothing new there.
The support response time for this solution could be improved.
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.
The mobile application is a little complicated and could be simplified.