Zoho CRM reviews

Zoho CRM very easy and reliable

Pluspunten:

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.

Minpunten:

So far, Zoho CRM has no downside with the way I'm using it.

Zoho CRM

Opmerkingen: We are still in the process of setting it up. It is taking awhile to get all the functionality set up for our needs.

Pluspunten:

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.

Minpunten:

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.

Overwogen alternatieven: Procore

Redenen om voor Zoho CRM te kiezen: We needed something more robust than Giddyup as we moved into larger-scale construction.

Redenen om over te stappen op Zoho CRM: Zoho has more of a CRM than Procore.

Support is not there when they have a glitch!

Opmerkingen: Zoho is great until something goes wrong, they caused the glitch and no one has ever offered a suitable solution. You spend all this money setting up the system to be left high and dry when they have an issue.

Pluspunten:

Emails linked to the CRM which was all in one place.

Minpunten:

The support team leave you going around in circles. When you give and instruction they always come back with but can we help you. This is always the response leaving you with no answers or resolution. They take your money and do not refund or offer any compensation. You get ignored and basically sent to the beginning every time so you go away.

Overwogen alternatieven: Salesforce Platform

Redenen om voor Zoho CRM te kiezen: Because the glitch was never fixed and I needed to get my business working again, the IT company went 4 weeks back and forth with no resolution. 8 months later still nothing, request to cancel subscription ignored. Got the but let us help you and they still take the payment and then won’t refund.

Redenen om over te stappen op Zoho CRM: It was within my budget at the time. Don’t I regret that now.

Zoho: Comprehensive Business Solutions Simplified

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

Con is that, that we cannot log calls the same day because it shows AM options only for same day.

Amazing Zoho

Opmerkingen: So how is the perfect platform to get organized and keep track of everything

Pluspunten:

Zoho have a variety of different apps that make it easy to manage my customers, my employees and my business as a whole.

Minpunten:

There isn't anything that I dislike about Zoho.

Overwogen alternatieven: Salesforce Sales Cloud

Redenen om voor Zoho CRM te kiezen: Because I heard all the perks and benefits from a friend.

Overgestapt van: Salesforce Sales Cloud

Redenen om over te stappen op Zoho CRM: I have a very competitive and affordable price

Zoho usage

Opmerkingen: Functioned wellWorking goodToo many options to chooseNeed to reduce it

Pluspunten:

Working smoothly, no failuresVisual and functioned good

Minpunten:

Too many categories and optionsNeed to reduce parts of it

Overwogen alternatieven: Lansweeper en Freshdesk

Redenen om over te stappen op Zoho CRM: Product valueLarge customer supportRecomandation from other companies

So far so good

Opmerkingen: Overall we are happy with the Zoho products we're using as well as the price.

Pluspunten:

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.

Minpunten:

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.

It is an excellent software and an all-in-one solution.

Opmerkingen: Complaint management software lets you receive, respond, and address customer complaints, this process demands a simplified strategy and continual monitoring to ensure faster resolution. Our sales executives appreciate the platforms because they make their jobs easier. Unlike other platforms that need you to use separate platforms to conduct different duties, Zoho CRM offers everything you need. We use the CRM to hold sales meetings, handle and segment prospects, and manage the sales funnel. Selling becomes more enjoyable when you have a terrific product like Zoho that allows you to do all you need to sell.

Pluspunten:

We wanted a CRM that we could quickly start and deploy; this software met all of our requirements; and this CRM is more efficient for me because it does not require any coding skills or any developer to make small platform adjustments. Its interface is simple to use, and it is quite effective in handling as many accounts as needed, as well as in reporting facts.

Minpunten:

There's a part of work to be done for the stage to convey its guarantees, and the return on venture time and money is time devouring, and their customer benefit isn't up to standard, they have a terrible account administration gather to start with qualified that can never be managed with due to responsiveness.

Zoho CRM, simple and cost friendly

Pluspunten:

I like the low cost and great features, it’s affordable for both small and big businesses. Zoho CRM integrates seamlessly with other products such as Google app, Google docs etc. this makes my work pretty much easy as I use these products on a daily basis. Offers both free and paid version starting at $14 dollars per month. Customization of tools is possible and very easy. Creating and exporting reports is hustle free and this keeps our team organized always. Zoho CRM has an intuitive user interface, self explanatory and requires minimal to no training. The set up is quick saves lots of time unlike those complicated similar products.

Minpunten:

I have no single feature I dislike. Works perfect and I recommend Zoho CRM to all business owners

Zoho Manages All floor communication

Pluspunten:

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.

Minpunten:

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.

Zoho CRM could be the next best thing!

Opmerkingen: Getting ZOHO up and running took a bit of time, but their live chat, email support and YouTube channel made the process very simple. Overall, we are very pleased with ZOHO CRM. It is the best all in one platform.

Pluspunten:

I love that you pay for ZOHO and get a massive amount of value. You get a CRM, Project Management, Web Analytics, Live Chat for your website or App, Accounting Software etc.

Minpunten:

All the features are good. However, some need to be improved. In 2021 you are competing against other products that are just doing one thing and doing that beautifully. I am pleased by the amount of functionality they give you and that is why my review has a 4/5. It can be better and I am hopeful that it will be improved.

Overwogen alternatieven: Dynamics 365, SAP Business One en HubSpot CRM

Redenen om voor Zoho CRM te kiezen: Streak was far too simplistic for our needs.

Overgestapt van: Streak

Redenen om over te stappen op Zoho CRM: Our needs were between Streak CRM that couldn't do everything we wanted and the well known brands like HubSpot. The pricing of HubSpot seemed like it would be good, until you add the components that you wanted, then it became ridiculously expensive. ZOHO CRM was the best value for money.

My Favorite Email Service

Opmerkingen: If you are just starting out with a business or company and you want to make your business sound more professional, you really need Zoho. I had a great experience,even signing up with multiple email addresses. Now I just have the one email address and have a professional email completely for free. However if you want to have more flexibility, you may need to consider the paid plan. There are really not many cons when it comes to Zoho.

Pluspunten:

This is a free or very cheap email service depending on the plan you choose. I like this because my business is just starting out and I want to save as much as possible. Zoho is a great resource because it has all the functions I need. It integrates with my website, sends and receives emails and is fairly easy to use. It also comes with a calendar and a place to store notes and bookmarks.

Minpunten:

I am on the free version, which means that I can only access it on my computer device. The paid plan is really inexpensive and something worth investing in if you want to answer emails in a more timely manner. It may take a bit of time to get used to the interface if you've never used it before or you are switching from another email service.

Just Amazing

Opmerkingen: I cannot rate Zoho Crm/ Books enough. The whole crm system is easy to use, although it looks complicated at first it soon becomes easy to navigate. I can organise my whole business in a couple of clicks, it has literally saved be 4 hours of work per day.
The price is cost effective and value for money.
The customer service is outstanding.
98% of the time they can offer a solution to my problems, the other 2% it is possible to hire a freelancer to create a script that can work within the system.
If you are considering moving to ZOHO my advise is do it, they are are the top of their profession.

Pluspunten:

The customer service is the best I have ever experience, they are friendly, very knowledgeable and super fast

Minpunten:

Do not have a con they literally surpass my expectations every day .

Everything you need straight out the box

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Overwogen alternatieven: NetSuite en Salesforce Sales Cloud

Redenen om voor Zoho CRM te kiezen: We wanted more functionality and Zoho was very competitively priced.

Overgestapt van: Act!

A CRM for the Masses

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Overwogen alternatieven: Dynamics 365

Redenen om voor Zoho CRM te kiezen: 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.

Overgestapt van: Dynamics 365

Redenen om over te stappen op Zoho CRM: Zoho was just way simpler to implement and launch. We literally started working on it on day One.

Much more than a sales app

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Overwogen alternatieven: HubSpot CRM

Redenen om over te stappen op Zoho CRM: For its features and the cost/value advantage over other tools.

Zoho Desk - Ticketing Support

Opmerkingen: We receive more than 10 tickets per day from our users, regarding support IT requests, Zoho desk has been the solution in order to have just junt software to manage all that requirements in just one place and avoid to lose that urgent requeriments in the email inbox.

Pluspunten:

customizable, stability, easy to use day by day

Minpunten:

At the beggining is complicated to understand how to set up, specially if this is the first time you use a ticketing software.

Overwogen alternatieven: Freshdesk

Redenen om voor Zoho CRM te kiezen: Because we start using Zoho CRM and someone from Zoho advised us that Zoho Desk may cover our IT Support needs and we decided to try it.

Overgestapt van: Freshdesk

Redenen om over te stappen op Zoho CRM: To use just one Brand software that allow us to integrate another Zoho's products that we use.

Great Help Desk Solution for Small Teams

Opmerkingen: Inherited Zoho Service Desk CRM for help desk tickets. If you're considering Zoho CRM because the price is right, make sure you have clear and precise department directories, support categories, clear SLAs, spelled out escalation points, and strategic auto-repliers and boiler plate email templates ready. If you don't have these already pre-established sit down with staff and discuss it first. You'll be much more successful cut and pasting these into a blank system than to muddle along. At first this system was just a email inbox with useless reporting and we couldn't keep track of progress. Overtime, with tough changes we were able to modify the system to handle tickets better (between maintenance tickets, auto generated tickets, and support requests) for more accurate department reporting of urgent issues, projects, and regular requests by category.

Pluspunten:

- Great ticketing / response help desk solution that's free for small IT teams - Great automation for creating special filters, automation rules, and auto replies for anything that comes across your support@ address. - Great CRM tracking for monitoring customer responses, reporting tools, SLA alerting when nearing SLA deadlines, agent tracking KPI metrics, and ticket history tracking. - Great solutions archive and knowledge base which can be added to via the ticket itself - Great notification options including (email alerts, webhook integrations, and SMS text messaging.) - Nice tools for scheduling routine maintenance tasks which appear as tickets and count towards technician KPIs (as tickets). - Very secure portal, customer portal, 2 FA authentication options, and easy to manage UI

Minpunten:

- Takes some time to initially setup, defaults often aren't helpful. - Hard to understand webhook integration instructions, uncertain if two-way functionality is available for a Slack integration (if so, it'll be manual). - Need to watch for mail fetching often! If you aren't getting tickets after 6 hours, mail fetching is turned off and needs to manually be reset. No polling service, or automated mail fetching ping service so you need to make sure when doing exchange maintenance to remember to start this service when stopped.

Overwogen alternatieven: ConnectWise PSA

Redenen om over te stappen op Zoho CRM: The cost for 5 or less technicians in a team was free so we opted for this over paid options. Has most of the features a help desk could need that was both a Cloud Hosted SaaS product.

Great for small businesses

Opmerkingen: We moved to Zoho CRM in 2014 when we were looking for a cloud based CRM. We have used it in a few different business and it is easy to use and teach to others.

Pluspunten:

It is very easy to add fields/change fields and customize as you wish. For the most part, it is very intuitive and user friendly. Integrates with many different programs. We had a Zoho expert set up our account and do training with us and that was worth the time and money.

Minpunten:

Features can be limited on lower priced tiers. It can be difficult to find solutions to common problems.

Overwogen alternatieven: Salesforce Sales Cloud

Redenen om voor Zoho CRM te kiezen: We were looking for a cloud based CRM that had more functionality.

Overgestapt van: Act!

Redenen om over te stappen op Zoho CRM: Cost and value.

Great product for small business scaling up

Opmerkingen: My overall experience was very good. I was the head of sales who was implementing proper business practices (like conversation tracking) in the company. Zoho CRM was a great choice.

Pluspunten:

I loved the numeber of features I got for the money. At the same time, my biggest concern was integration with third party mailing service. Zoho handled it perfectly.

Minpunten:

It was a bit pricy for a small business in Mid-Europe. Especially that we were just starting off, and did not need all the functions that came with the package we had to acquire to get the ones we needed.

Overwogen alternatieven: Dynamics 365

Redenen om voor Zoho CRM te kiezen: The free, open-source CRM was clunky, lacked required features (which were hidden in the payed version) and for the money we would pay for Bitrix, we could get a better product: Zoho CRM

Overgestapt van: Dynamics 365

Redenen om over te stappen op Zoho CRM: It did not have smooth integration with cloud service we used and we did not want to swich all of our infrastructure to MS.

Becoming Best of Breed

Pluspunten:

Overall, Zoho's CRM is about as robust as I've seen. It has a crazy amount of connectivity with other Zoho apps and integrates really well with G-suite apps too. Of all the CRMs I've tested, and I've tested dozens for at least 4 business models, Zoho seems to be the most flexible and cross-vertical friendly. There's plenty of competition and many that are designed for specific types of businesses, but what I'm finding is that just about any type of business (i.e. project management, online or web-based business, consulting, marketing, photography, etc) it can be customised to fit very well. You do have to be ready to put the time to set up your business though and that's true for any CRM. Yes, maybe some are a bit easier and faster, but if you're like me and like to bolt on new services, you'll appreciate that Zoho is likely going to still work for you, meaning less time having to start all over again.

Minpunten:

So here are the things you have to remember when choosing Zoho. Go for Zoho One! It's worth it to get all the other apps for the difference in cost. Chances are, you'll spend a lot less by staying with Zoho and dumping all the other API'd apps that Zoho can already handle. Another thing that you have to be aware of is that their service and support can be excellent, but that depends on the rep you get at the other end of the line. My advice is to be very thorough in explaining your request and don't let them start solving issues until you know for sure they really understand what you want. Another issue is that they don't support on weekends. For many that may not be an issue, but when you live and work in a time zone or business area that needs that, time to solve issues and not get in the way of daily work, that may matter to you. But overall, I can say that from the time I started using Zoho's suite, their customer support has improved vastly! You will also find you have the need to figure out some workarounds on issues that are core to your business. Sometimes things can be customised, but not always. For example, it's a pain to have it set up for people or contacts who are associated with multiple businesses, something that's rather common in my space. Again, if you get the right technical help, you can solve issues like these. Their documentation and help videos are just OK at best. I find them very confusing and too technical at times, and I'm a pretty technical person, so once again, this means you'll be depending on their support team and you'll want to be ultra clear on what you want to accomplish.

CRM tools that worked

Opmerkingen: All the years of experience with Zoho CRM has been wonderful and has helped our sales and marketing team to manage our lead and new client.

Pluspunten:

It's been a terrific experience thus far. Getting help from their customer service team via quick chat, some of whom are pretty helpful and educated, is probably the best option. The only way to resolve some problems is to make a phone call, but that's not an option here. Inconvenient as it may sound, callbacks are available, but they may be a pain when the person you're calling has already made an effort to do so. Email correspondence, on the other hand, may go on for days before things are resolved.

Minpunten:

There are moments when I get confused about the platform since it's so complicated to configure and figure out various aspects. To me, they appear to be copying Google Workspace, but I like it. I'd love it if I could make my email software look and work just like Gmail. In addition, I'd like to see additional video lessons on the site. Because of its enormous scope, it needs a team with deep expertise to implement it effectively.

Very good and excellent CRM, Complete, dynamic and accessible, easy to use and available on the web

Opmerkingen: t is a very useful software for the operations of purchase and sales of the company, all operations can be managed quickly and this allows us to obtain income faster than the result of these operations, the accounts of our suppliers are constantly monitored by their action in real time with only an Internet connection and over time, all operations performed, as well as doing business. in general it is a very useful tool.

Pluspunten:

Good Zoho CRM, is a very useful tool to manage the relationship with customers, helps us to inspect the commercial work with customers, provides us the option of making reports which allows us to streamline the process of buying and selling with our suppliers, On the other hand, another fundamental and important aspect of Zoho CRM is that it is economical and thanks to its easy handling of the platform it helps us to increase our turnover and revenues to the company. In general, it is a very robust software when it comes to monitoring purchases and sales and something very significant is that it allows us to interact and link with social networks such as Twitter and Facebook. This is important since nowadays all companies have these platforms. social networks, additional account also with a mobile application that allows us to be connected to our operations outside the office.

Minpunten:

What can be said about this application is that it should improve a bit in data security, since I work in the banking sector and because confidential data can be vulnerable because it is a software that is in the cloud. Also to be in line with the application, if you do not have an Internet connection you can not enter, but the minor details are this kind of problems. I would like to find a solution with which you can work online, but somehow maintain the data locally.

If you want to keep your sanity, then stay away from ZOHO

Opmerkingen: The benefits this software provides is nothing more than any other CRM available. Keep records of your accounts, logs of communication, track your sales pipeline, etc. etc.

Pluspunten:

The CRM is easy to use. Unlike other CRM products, with Zoho you don't have to be an expert to get started. The interface is clean and easy to use. It doesn't have all the insane features that other products have, but that is what sets Zoho apart because they are trying to keep it simple for small businesses.

Minpunten:

There's too many issues with this product to even begin listing. The application is buggy. I started reporting bugs to their support department but they occupied too much of my time and would remote into my computer and repeat the same steps over and over again, expecting a different result. I gave up on reporting issues. They don't even care to fix them anyways. The support is extremely poor. I'd rather have them offer no support than the support they provide, as you'll get even more frustrated with their support than not even having support at all. We had an "Enterprise Account Manager" which wasn't very responsive. Any unresolved issues with the application he would just send back to the support department (the same support department you'd been previously fighting with for months on petty issues) and then nothing would end up getting done. Based on my conversations with the account manager, I can confidently say that nobody in the organization has any clue what's going on. Nobody in the company has any empowerment to do anything, everybody acts like pre-programmed robots. There is a horrible communication gap between departments, nobody is on the same page, everybody just passes the buck thinking somebody else will take care of the issue. You can tell there is a pretty bad work ethic and culture. You'll get the run around and end up getting exhausted and give up. You end up having a second job just trying to deal with Zoho. It's quite simple, STAY AWAY.

A highly extendable CRM with small business affordability

Opmerkingen: Zoho CRM is simple enough to immediately begin improving a company's sales process out of the box, but powerful enough to create complex workflows, automation, custom solutions, and integrations. We were able to immediately start saving time working through leads, while continuing to improve and hone our sales experience, and then our customer experience by integrating with our Accounting system and Ticketing system.

Pluspunten:

Beyond the basics of contact management, workflows and custom fields, Zoho CRM makes it especially easy to find the last communication and pick up right where you left off with any lead, deal, or client. It syncs with other Zoho products, as well as many external systems, making it perfect for a connected workflow. It also has an available API for creating custom application integrations. Creating custom workflows and approvals with Blueprint is a straightforward process, and the power that it provides for process management and automation cannot be underestimated. Self service portals for clients are another great addition to the power of the CRM. There are multiple billing levels available, so the system will scale with your business, or even better check out Zoho One for a simple and affordable solution to even more of Zoho services. One final Pro is that Zoho is consistently looking to make their product better, and has shown an extraordinary commitment to improving it's design and functionality. If you don't like something now, submit feedback and wait a little while, and it might appear.

Minpunten:

Integrating the CRM with other Zoho products can be complicated, and the integration experience is not completely consistent yet. It is clear that this is something that is being improved, but some of the products are not at the same level of polish as Zoho CRM. Zoho's introduction of an AI assistant is certainly cool to see, but it isn't quite ready for prime-time and much of what it can do doesn't seem to add a lot of value versus not having an AI. However, this will certainly continue to improve with feedback and it is good to see AI as a focus of future innovation in the product.