About Zoho CRM
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution.
I like that it is very flexible, there are many customization possible and the customer support is great.
The programming language for the custom functions. Also the Document merge function, lack of fonts, merging wrong characters sometime.
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Zoho CRM very easy and reliable
I like how it helps to sort all customer emails specifically with the way our company works, managing all the queries and sending them feedback.
So far, Zoho CRM has no downside with the way I'm using it.
Highly recommend Zoho CRM / Zoho one
Comments: Its great. Getting the Zoho One pakage is the way to go which is only $40 per month and gives you over 40 Apps to run your business. and because they all talk to each other, it makes things a bit easier to manage. For example. I was using an Excel spreadsheet for contacts, accounting software for invoices, Excel for expenses, google forms for my forms, zapier for anything that didn't connect to each other, and a couple of other apps to make my business run. The accounting software I was using was $30 a month on its own. so it was worth the change for me.
How i was able to capture leads from multiple sources and have them come to the one place. Having the mobile app really helps keeping track of your contacts on the go. Workflow automation saves me a tonne of time every week.
The learning curve can be initially overwhelming.
Reasons for Choosing Zoho CRM: Cheaper, saved me a lot more time, Mobile apps, AI insights, Automations, Quicker invoicing and expenses
Reasons for Switching to Zoho CRM: All my business apps were housed in one place. It was an easy decision.
Just trying to work with a trial
Comments: not so great so far
bookings and calendar - this is a trial, i'm not sure yet
trying to get support - having trouble getting the right trial version for us
Alternatives Considered: Calendly
Reasons for Switching to Zoho CRM: the ability to track leads
Zoho: Comprehensive Business Solutions Simplified
Comments: Zoho CRM offers robust automation capabilities that help streamline sales processes. You can automate repetitive tasks such as lead assignment, email notifications, and follow-up reminders. By automating these routine activities, you can save time, reduce errors, and ensure that no important tasks slip through the cracks.
Zoho is an impressive suite of software applications designed to streamline business operations. With its extensive range of tools covering CRM, project management, accounting, marketing automation, and more, Zoho offers a comprehensive solution for businesses of all sizes. The intuitive user interface, seamless integration, and scalability make it a valuable asset for optimizing productivity and efficiency. While there may be a learning curve during setup and customization, the collaborative features and dedicated customer support further enhance the software's appeal. Discover Zoho today and simplify your business management processes.
Con is that, that we cannot log calls the same day because it shows AM options only for same day.
Comments: We are still in the process of setting it up. It is taking awhile to get all the functionality set up for our needs.
It is very robust with a lot of options. We are able to customize the modules within CRM to accommodate our business needs. We are also able to integrate it relatively easily with other software.
There could be better training from Zoho on what it can do and how to set it up. It seemed to be once you buy it, you are on your own to implement it.
Alternatives Considered: Procore
Reasons for Choosing Zoho CRM: We needed something more robust than Giddyup as we moved into larger-scale construction.
Switched From: GiddyUp
Reasons for Switching to Zoho CRM: Zoho has more of a CRM than Procore.
Comments: So how is the perfect platform to get organized and keep track of everything
Zoho have a variety of different apps that make it easy to manage my customers, my employees and my business as a whole.
There isn't anything that I dislike about Zoho.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Choosing Zoho CRM: Because I heard all the perks and benefits from a friend.
Switched From: Salesforce Sales Cloud
Reasons for Switching to Zoho CRM: I have a very competitive and affordable price
Too much customization needed
Comments: At the moment it's what we have and we don't have the time to start looking again but it is most definitely not ideal. We are hoping to bring on someone to help with customization and depending on cost we may move to another product.
It's great that it has no limit on how many contacts you can have and the fact that it offers so many different apps as part of the overall Zoho platform
Out the box it's very basic, to really get it working how we would like it needs a great deal of customization which of course comes at a cost. It's also not user friendly for the average "non tech" type person, it's cumbersome and tasks take too many steps to accomplish.
Comments: Functioned wellWorking goodToo many options to chooseNeed to reduce it
Working smoothly, no failuresVisual and functioned good
Too many categories and optionsNeed to reduce parts of it
Reasons for Switching to Zoho CRM: Product valueLarge customer supportRecomandation from other companies
So far so good
Comments: Overall we are happy with the Zoho products we're using as well as the price.
We really like the price point and the simplicity of the programs. We were able to learn quickly and start using the services pretty much right away.
There is a bit of a language barrier between our staff and the Zoho staff has been an issue. We have a very hard time understanding them when we need help or have questions.
Zoho Manages All floor communication
Zoho CRM is one of the finest platform where we can communicate, approach, manages, and sync, everything according to our need. It scheduled the emails and helped to generate sales volume. We prefer it to manage multiple accounts. It gives an optimistic result and is worth using it.
Zoho CRM just needs to update the user interface which mentions the main tools on the front side. But it is dynamically open in all sectors, manages bills, contact details, and communication, and helps in sales. With continuous updation in communication and API, it gives more satisfaction.
Comments: I was not excited about switching to a cloud based CRM. I am an old school ACT! user and I didn't like the change to the cloud. I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive. They even have a free version!!!
The price is great. The customer service has always been helpful. It is easy to use.
I stopped using Zoho for a while and started using a competitor that has some newer features. I am back to Zoho because they now have those features and all the things that the competition didnt
Reasons for Choosing Zoho CRM: Zoho has better email and phone tracking abilities
Switched From: Zendesk Sell
Reasons for Switching to Zoho CRM: Price and familiarity
Zoho One User
Comments: As time progressed my vision has clarified on what I’d like Zoho to do for me. Click a button, send a quote, and simultaneously send me an email for parts and products to send to my distribution vendors for shipping. I can have that all tied into Zoho Books if I want, but we have not looked at Books as of yet. We're going to be utilizing the marketing campaign in the near future. Currently we're utilizing Zoho Sign (DocuSign) for contracts and we're utilizing Workspace (Share Point) where we have a collaborative repository for training materials spreadsheets for our projects that we want to keep track of anything we want to share amongst ourselves that's what we use.
As advertised, you can run your entire organization from this enterprise platform that being Zoho One. We heavily use the CRM for generating quotes emailing templates email and quotes and proposals and contact management.
Each module can speak to another but on a very limited basis directly out of the box. You'll need to customize each modules ability to speak to each other in the manner you want. This will take some time for you to discover.. be patient, the product is not a "Magic Genie" but could be when you program it to be. You'll discover what you need and want as your use and familiarity increase. I recommend paying for the support from Zoho, it's not expensive if you don't have a lot of people, it's a percentage of your overall licensing fee. You can use the Zoho one support crew to give you any assistance that you need. There are two levels of support you can choose a Zoho partner who has business sense and understands how you're going to use your Zoho product. These Partners are sharp, intelligent groups and know what their doing. Consequently your pricing matches their experience. the Zoho support group has no business sense they're not intuitive they will fix whatever problem you have they will answer your questions, but they do not have business insight
Reasons for Choosing Zoho CRM: We needed something more encompassing and flexible. ACT's firs failure was not being able to integrate with Ring Central. Zoho allows for a click to call and bingo, your on the phone with whomever you're calling.
Switched From: Act!
Reasons for Switching to Zoho CRM: 1. Chose Zoho One for pricing 2. flexibility 3. expandability 4. capability 5. functionality You can program this entire platform work together as one cohesive mechanism. It's truly an amazing platform once you get your head wrapped around the entire concept and you give yourself some time to work with it, I really think you will find it a very solid product. The downfall is it's all cloud based, it's not on premise. sometimes the website is a bit sluggish. Zoho on occasion takes a few moments to update. Salesforce priced themselves out of the market and I would have to hire a developer just to use the product. That's an immediate no go right out of the gate. Microsoft Dynamics I could manage on my own, however I still would be required to engage a partner and their minimum investment starts at $5000 another no go.
Everything you need straight out the box
Comments: We are learning that the way we were qualifying leads and moving them through the sales funnel could be made a lot easier using Zoho. Zoho has made it a lot easier to see what sales are coming in and from where.
Social, email and CRM functionality are all housed in one place. The email campaign section makes it easy to warm leads up before sending them to the CRM module. Easy to set tasks for the sales team and then report on what has or has not been followed up.
There's a lot of functionality and application within Zoho, I don't believe we will get around to using them all. The email Campaign section doesn't always pull the correct stats back through to the CRM module. There is no ideal process of qualifying leads, we had to seek external support.
Reasons for Choosing Zoho CRM: We wanted more functionality and Zoho was very competitively priced.
Switched From: Act!
Good value for money
Comments: It is an easy to use application that offers a good overview of open items, action items and things to do.
It is a layered product that you can use with ease, without flooding your screen with more information than you need to follow customer cases. If you want to drill down to more functionality, you can enter it without changing too many screens and wasting time back and forth.
It does not offer a direct integration with Zoho projects and the ability to create more layers of information in action items and assign project teams for client cases. The registration process does not have an import function from emails or the web browser - something that could be very helpful when registering a lead from an email or the contact section of a web page.
Reasons for Choosing Zoho CRM: Layered information that could be handled easily - Bitrix is too chaotic and you have to change many screens in order to complete an action.
Switched From: Bitrix24
Reasons for Switching to Zoho CRM: Simpler and quicker to use and complete tasks
Zoho CRM for non profit animal welfare organisation -rescue, hospital and shelter management
Comments: The entire operations of our non profit are managed with Zoho CRM Enterprise Edition. The user experience based on feedback from 50plus users has been very balanced. Of course not every need can be met but the use-case to product fit is quite high at over 95%
Incredibly flexible Allows a great deal of customisation to suit nearly any requirement a non profit can have User friendly Drag and drop customisation makes it easy to administer Deploying new features in a design done over 2 years ago is still a breeze Minimal deluge coding needed to achieve new functions not natively supported in configuration
Having to use multiple satellite products like Zoho forms, Zoho campaigns, Zoho analytics though most of these are available natively in Zoho CRM are rudimentary. It’s a commercial decision of Zoho but not an unreasonable one. The integration set ups between these satellite systems are quite easy but still needs learning a different UI as it’s vastly different from the CRM UI.
Alternatives Considered: ERPNext
Reasons for Choosing Zoho CRM: Zoho CRM was easy to use and we could visualise the end solution without much difficulty while evaluating our use-case fit due to its incredible flexibility.
Reasons for Switching to Zoho CRM: Use case product fit was much better. Our entire process listed below could be mapped quite easily in the core product. - receiving rescue requests for street animals using Zoho Forms - street animal rescues with GPS capture using Flutter app built on top of CRM - intake of sick injured animals and managing their veterinary care with case sheet for each one (over 2000 animals) - donor management - WhatsApp integration to communicate with rescue requestors and donors
A CRM for the Masses
Overall, I would strongly recommend ANY business to try it out. Check out the free version and you'll still get a lot of value out of it.
Their Paid versions are absolutely worth it.
We started off with a Free version and then graduated into 3 Pro Users and it was a great experience.
The Customer Support Team is EXCELLENT and they really spend the time with you to get you up and running and will offer other real-world examples. I feel they really want their product to work so they're dedicated in assisting even the novice amongst us.
This is a very low-cost CRM for Small Businesses that are interested in tying out to see if this can really work for them. It beautifully and seamlessly integrates with Outlook and you can use ZohoCRM for most (if not all) your communications with clients and prospects. The interface is easy to understand and you can get most things done intuitively.
Extracting out a list of all your prospects/customers into ONE Excel sheet became a painful experience because as simple as we assumed it to be it actually become fairly cumbersome. Maybe we didn't have the in-depth experience.
Alternatives Considered: Dynamics 365
Reasons for Choosing Zoho CRM: Dynamics CRM was just too HUGE and complicated. So was Salesforce. I feel those Enterprise CRMs rely on hiring a team to work out the operational logistics and create their dream-CRM from scratch. Zoho had so much out-of-the-box. THAT truly won us over.
Switched From: Dynamics 365
Reasons for Switching to Zoho CRM: Zoho was just way simpler to implement and launch. We literally started working on it on day One.
One of the best CRM... Love this amazing tool
Comments: Overall I love this CRM. I am using it daily and my work is incomplete without it. I use it for campaign management, sending important emails to customers. Managing all data and information in one place. The most important thing is Zoho CRM's dashboard and reports which are amazing and easy to understand.
I am using Zoho XRM for more than 3 years and found it a really amazing platform for customer relationship management. I like their simple yet effective user interface the most. I can use it very easily. Zoho CRM helps us to manage our all databases and related information at one place with amazing security. Overall I can say that this is an amazing CRM.
There is one thing that I want to highlight about this CRM that I dislike about it which is Zoho CRM is a little bit expensive compared to others but on the other hand, I can say that it is worth to spend on it.
Alternatives Considered: SugarCRM
Reasons for Switching to Zoho CRM: We choose Zoho CRM over SugarCRM because of their strong customer focus nature which is the most important thing that we always keep in mind and on the other hand, there is a lot of amazing features that Zoho CRM is providing and in SugarCRM, these features are missing.
Zoho CRM is very good, but it's not brilliant.
Comments: It's very good at delivering against the key tasks of CRM, but it's not amazing. Also, it's a lot more expensive than it used to be (approx 100% more expensive now, than when I first started using it).
It's relatively cheap (approx $40 per user). It does everything I need from CRM (Contact Management / Sales Pipeline Management / Sales Order Management / Invoicing) relatively well.
The interface always has been (and seems like it will always be) a bit clunky. I've also always hated that those arriving at the early stage of the sales process (Leads) cannot automatically be moved to 'Contacts' / 'Prospects'. I find this infuriating.
Reasons for Choosing Zoho CRM: Zoho CRM better at the tasks i required. Easier to learn on the job. Zoho is quite simple to use, especially when compared to Microsoft Dynamics.
Switched From: Dynamics 365
Reasons for Switching to Zoho CRM: Zoho much simpler than Dynamics to learn and use. Zoho much cheaper than Hubspot, which have an amazing knack of 'not having the tools you need (within the current package you pay for!).'
It delivers what's promised
Comments: It is good. You get what you pay. I like the software and it is easy to use. I think it makes sense having a CRM consultant before setting it up at the beginning to make sure that you don't need to migrate things, and also it may help you optimise your costs.
I've used Zoho CRM for almost 5 years and I've witnessed its evolutions during those years. I think it is an overall good tool for small to mid sized companies. I enjoyed the flawless marketing automation feature, especially when a new lead comes in from a web form, it immediately adds it to the CRM. The system can recognise the lead if there was a past interaction. Once the lead is in the system, you can enrich the data by populating all the data fields and you can customise new data fields according to your needs. I find it pretty easy to arrange for all departments in the company. I mostly used it as a part of my daily tasks at sales team. I was able to manage my leads and track the progress. We didn't really use it for any campaigning but mostly as an overall CRM. The reporting section is pretty good and I enjoyed the customisation. It actually offers more than average needs of a salesperson. Recently, they made new integrations and also adjusted the performance - in the early times, it was a bit slow but they fixed it.
Zoho CRM seems to be a mid-segment tool when it comes to pricing at first sight. However, if you want to expand the tool with more features/add-on, you may need to pay additionally for them. It increases the cost. At the end of the day, for a large company, it might be as pricey as enterprise CRM solutions. You need to make sure about your needs before you set it up for your organisation to make sure the cost meets with your expectations. The UI can be improved and be more user friendly.
Alternatives Considered: Dynamics 365
Reasons for Choosing Zoho CRM: The team found Dynamics too complicate to work on. It wasn't a user friendly UI.
Switched From: Dynamics 365
Much more than a sales app
Comments: Zoho CRM has prooved to be one of the most fascinating tools I've ever used and implemented, it's a very user friendly, highly efficient and incredibly easy to integrate tool. I saw Zoho CRM becoming the perfect tool for many different companies and it blew my mind. The whole tool makes data connectivity, organization, maintainance and traceability incredibly easy if well implemented and used.
I love the way it integrates so easily and smoothly with the rest of the Zoho apps and even other supplier apps. Another MAJOR feature of Zoho CRM is how extremely customizable it is, I was lucky to use it and also implement it into other companies and I became a fan of this tool because it adapts to so many different businesses and processes, from hospitals to water irrigation, finance and accounting to events organization, entertainment, sales, education... I saw Zoho CRM becoming the perfect tool for many different companies and it blew my mind. The whole tool makes data connectivity, organization, maintainance and traceability incredibly easy if well implemented and used.
Nothing, sorry, I got in love with this tool, the only thing I don't like is people not using it correctly sometimes and blaming Zoho when it "doesn't work", the tool is magnificent, and if well implemented it can boost your business and help you standardize your commercial processes, digitalize your commercial operation.
Reasons for Switching to Zoho CRM: For its features and the cost/value advantage over other tools.
Great product for SMB companies
Comments: We are an SMB business to business company and this suits our needs very well. The CRM features allow for tracking customer data easily. It’s not as feature rich as Hubspot, but HubSpot is probably more appropriate for larger companies anyways.
The user interface is pretty easy to understand, there are good features, like web forms and workflow automations, and the price is not as high as other CRMs.
The support is not that great because they are not based in America. It’s acceptable, but sometimes they can’t understand what I’m really asking.
Alternatives Considered: HubSpot CRM
Reasons for Choosing Zoho CRM: Zoho has more sales-oriented features, like Activities and tasks, plus it let you create custom modules, which we wanted to use for tracking certain info throughout our sales process.
Switched From: ActiveCampaign
Reasons for Switching to Zoho CRM: The price was more reasonable for the features we needed.
You get what you pay for
Comments: Unlike my other review, I only used Zoho as a user, not as an administrator. I can't comment on the customer service, as I never had contact with them. I'm aware of the pricing as I shopped them before choosing the CRM my team uses now. Basically, this is a great free database, accessible by multiple users. It is not a great pipeline tracker. It is not a great system for an efficient data entry process.
The best thing about Zoho is that it's free for up to a number of users. Great for a small business who doesn't have a budget for CRM yet and needs somewhere to store information and search it later. It can be simple to use. I always look for a system that you can enter a very minimal amount of information into in order to store a lead or prospect. Zoho is definitely capable of that. I have used this in conjunction with inside and outside sales teams together. It was simple enough for the inside team to look up an account that calls in to see if they've had contact with an outside rep, and vice versa. It's nice that it has a mobile app, though when I stopped using it it was still the least intuitive/useful app I had on my mobile devices.
I've used other CRMs, and I noticed that using both Zoho and another (Salesforce) it is very common to happen upon duplicate prospects in the system. It seems like the way an account is entered is not as intuitive in detecting that the account already exists. I've used others that will suggest any contact, address, phone number, name or business that already exist in the company's pipeline literally as you're typing them. With Zoho it's more like you look up each data field first on your own to be sure the account doesn't exist before entering it. That can be pretty tedious for an already tedious job like assisting our reps with data entry. The result is lost notes, because some are on one of the duplicates and some are on the other. I've seen this particular problem cause a lot of lost time and energy for outside reps in particular, who go out to an account not knowing the most up to date information about it. I also found the other tools to be less useful than in other CRMs. For instance, generating a report on your pipeline and what stage the accounts are in. Other CRMs in a similar price range are easily capable of telling a user how many prospects are in follow up or final stages of the sales process. While using Zoho, I actually tracked my pipeline on my own separately using a spreadsheet. It was easier and more intuitive than the CRM offered. Now, leading a team, I would not use this CRM and this would be a big reason why. I can't imagine trying to track the progress of our leads via a team using this CRM's tools.
WORST SUPPORT TEAM
Product is somewhat OK if you're starting with the CRM but they are slow in adapting to new technologies. They are still learning and is a good tool if you're a nut bolt retailer.
Their support team is a bunch of absolute pathetic people. Clueless nincompoops who have no training, empathy or understanding of how customer support works! When you call ANY support line for any cloud service, they first tell you their name, ask yours, and request details on the issue and provide you with a case reference. NOT WITH ZOHOCRM SUPPORT CLOWNS. They talk to you on the phone and DO NOT PROVIDE a support ticket number. Even if you ask them they fail to provide a support request number. Next, if you call them about the same issue, the same nincompoop would ask you for a ticket number which he previously didn't provide!!! As a result, you waste time, explaining them again and again repeating the same thing to a useless clown who couldn't care less about the customer's issue and has absolutely no empathy. Their work ethic and attitude are probably worse than those working in the oldest profession. Here’s what their support reps should have done, but they NEVER do all this. All of this is Customer Support 101: a. Announce their name! When you ask the customer their user ID and name, why can’t you introduce yourselves too?? By default? What’s there to hide?? Why wait for the customer to ask? Even a domestic call center in India does this! b. Take a call back number to call back in case the call gets disconnected! c. If you can’t call back drop a 1 line email with the case reference number so at least the customer has a chance to pick up from where he left off! WHAT A BUNCH OF LOSERS. A rather crude bunch with absolute zero respect for paying customers. They fail to realize that they're employed because of paying customers! I have posted an audio recording of their unprofessional attitude on a support call, on YouTube. Just look for it and have a listen yourself, so you know what can be expected. ZOHO MANAGEMENT - Get your support clowns to signup for free trials of other cloud bases SAAS products and raise support requests so they can experience and may learn how to provide customer support!!
"Streamlining Business Operations and Boosting Productivity: A Positive Review of Zoho CRM"
Comments: My experience with Zoho CRM has been highly positive. The system has provided me with the tools and capabilities to effectively manage customer relationships, streamline my sales processes, and drive business growth. With its customization options, integration capabilities, and reporting functionalities, Zoho CRM has become an indispensable asset in my day-to-day operations.
One of the standout features of Zoho CRM that I truly appreciate is its robust customization capabilities. Zoho CRM allows me to tailor the system to perfectly align with my business needs and processes. Whether it's customizing fields, layouts, modules, or workflows, Zoho CRM provides an impressive level of flexibility.The ability to create custom fields and modules allows me to capture and store relevant data specific to my business. I can effortlessly design layouts that suit my workflow, ensuring a seamless and intuitive user experience. Zoho CRM also offers a wide range of pre-built modules and templates, saving me time and effort in setting up the system.Additionally, the customization options extend to automation and workflows. Zoho CRM allows me to automate repetitive tasks, such as sending follow-up emails, updating records, or assigning tasks. With the drag-and-drop workflow builder, I can create complex workflows tailored to my unique business processes.The level of customization offered by Zoho CRM empowers me to create a CRM system that truly reflects my business operations and requirements. It has significantly enhanced my efficiency, productivity, and overall user experience. Zoho CRM stands out as a highly adaptable and customizable solution that caters to the specific needs of my business.
I found lacking in Zoho CRM is the availability of advanced analytics and reporting features in the lower-tier pricing plans. While basic reporting capabilities are included, more advanced analytics and in-depth reporting options are limited to higher-priced editions. Access to comprehensive reporting and advanced analytics would be beneficial for businesses of all sizes and could provide valuable insights for making data-driven decisions.
One of the best customizable CRM
Comments: Zoho has allowed us to optimize our pre-sales and sales efforts. Taking into account, the versatility of the tool to close opportunities. Additionally, we have incorporated the service delivery process using the project module for this procedure. I estimate to be using the rest of the modules of the tool, starting with emailing marketing
1061/5000 Zoho CRM is the best CRM on the market for the needs of customizing a tool. From Zoho CRM you can integrate all the elements for interaction with customers or future customers. Zoho is the only tool from my experience that allows to create, through a simple algorithm and conditions, the workflow of an area. Start with a client, potential clients and opportunities. From there the flow continues according to what the company has defined. From this tool you can cover the initiatives oriented to prospects and clients: marketing, activation project, indicators, social network management, customer service, emailing marketing, inventory, human resources management, among other features. It is one of the tools that allows to start its use from the interaction of webinar It really allows to integrate the modules according to the company's need. Even. Important that prestigious organizations use this tool to manage customer requirements
Points that could be improved from this excellent CRM tool, is to include tutorial guides, as well as include a base configuration of a CRM, that is, show an initial configuration of the use of the tool. Taking into account, simple modules to implement the tool in any organization: social networks management or emaling, capture the prospect, add opportunities, billing management, customer registration. Allow to have a Zoho advisor to implement the tool. More for the questions that may arise. Taking into account, being able to add your workflow is one of the best features of this tool, however, it would be of added value to have examples within the same tool. Allow user to do exercises of this workflow, and with this it would be easier to implement customization