Zoho CRM reviews

Zoho has been my best friend for years

Opmerkingen: Overall we've been super happy with Zoho CRM. We've been using it for many years now and plan to continue using it. If I had to start over again I'd pick Zoho again.

Pluspunten:

I've been using Zoho CRM for what seems like forever and I've liked it since day one. It's easy, intuitive, and a pleasure to use. Plus it was one of the first CRM's with a mobile app back in the day.

Minpunten:

It's gotten a little long in the tooth but I think they are upgrading it again soon. Nothing is wrong, I just like getting lots of updates.

Overwogen alternatieven: Act!, Pipedrive, monday.com, Podio, Salesforce Platform, HubSpot CRM en Zendesk Suite

Redenen om voor Zoho CRM te kiezen: We tested and continue to test different CRM's and Zoho was the best fit for us and continues to be. We came from an old desktop based CRM and wanted to be cloud based.

Overgestapt van: monday sales CRM, Act!, Pipedrive, monday.com, Podio, Salesforce Platform, HubSpot CRM en Zendesk Suite

Redenen om over te stappen op Zoho CRM: Zoho had great customer service and a very easy platform to use. They were cloud based early on and that was a big deal for us back then.

Elevate Your Business with Zoho CRM: Streamline Operations and Maximize Results

Opmerkingen: Zoho CRM is an excellent customer relationship management platform that offers businesses comprehensive capabilities for managing their customers. The software helps organizations to streamline and automate sales processes, build strong relationships with customers, and improve customer satisfaction and loyalty. Zoho CRM's best features include its intuitive user interface, which makes it easy to use; robust customization options that let you tailor the system to your business needs; advanced reporting features that offer a complete view of your sales pipeline; integration with other business systems such as Office365 or Gmail; powerful automation tools to help manage leads, tasks, campaigns and more efficiently; mobile-friendly design so users can access the system from any device; secure cloud storage for data backups and sharing information between team members easily. With all these advantages, businesses can rely on Zoho CRM to grow their operations quickly while providing highly personalized services to their customers.

Pluspunten:

1. Lead and Contact Management: Zoho CRM helps businesses capture, track, store and analyze leads to close deals faster. It also offers contact management capabilities to keep track of customer information such as contact history, communication preferences and more. 2. Sales Force Automation: With features like sales pipelines, automated workflow rules, real-time notifications and analytics tools; Zoho CRM can help automate sales processes for teams of any size with ease. 3. Social Media Integration: Zoho CRM integrates with popular social media platforms such as Twitter, Facebook and LinkedIn so users can manage their profiles from within the application itself. This allows companies to effectively engage prospects in a timely manner for better lead conversion rates and customer retention efforts. 4 Customer Relationship Management (CRM): The core purpose of any business is customer engagement – something which can be easily managed using Zoho CRM’s integrated CRM suite that includes modules like accounts, contacts, opportunities and campaigns among others that are all combined into one single interface for easy access and visibility across departments or employees working on different aspects of the same project/task/clientele base

Minpunten:

Provide deep insights into how well your business is engaging with customers. This information can be used to make informed decisions that drive revenue from existing clients or improve the quality of new leads coming through the door.

Functionality

Pluspunten:

It has really huge number of features, starting from email marketing to full sales funnel setup.

Minpunten:

the user experience design of the product is awful

My career with an app Zoho CRM

Opmerkingen: It was a beautiful and interesting experience. There were no problems using the application. I hope that many people will go through this wonderful experience

Pluspunten:

That there are a large number of functions and tools that the manager or employee wants to do in one application, it is the most beautiful thing that you can get, and that is achieved in this application

Minpunten:

I think that an application of this size and with many features has no negatives, but there are some characteristics and tools that must be developed in order to keep pace with the time of artificial intelligence.

Overwogen alternatieven: Dayforce HCM

Redenen om over te stappen op Zoho CRM: There are many functions and tools in this program that distinguish it from others

Why Zoho CRM is a Game-Changer for Your Business - Our Expert Review

Opmerkingen: I have been using Zoho CRM, and I can confidently say that it has changed the way we manage our relationships with customers. The absence of a centralized system to track customer interactions and sales data was one of the most significant business issues we faced prior to implementing Zoho CRM. Our sales process was managed with spreadsheets and other tools, which was time-consuming and error-prone.We have been able to manage all customer interactions and streamline our sales process since we started using Zoho CRM. To gain valuable insights into our sales performance, we are able to easily track our leads, monitor deals, and create individualized reports. By providing us with a variety of communication options, including email, phone, and social media, Zoho CRM has also assisted us in improving our communication with customers.The use of Zoho CRM has provided us with numerous advantages. First and foremost, we are closing deals more quickly than ever before thanks to an improved sales process. By giving us the tools we need to effectively manage customer interactions, Zoho CRM has also helped us increase customer engagement. The advanced analytics module has been especially helpful in locating growth potential and trends.My overall usage of Zoho CRM has been nothing short of exceptional. It has aided me in working more effectively and efficiently, and I believe it has contributed significantly to our sales team's success.

Pluspunten:

I have found the platform's customization and adaptability to be extremely useful. The ability to tailor the interface to the specific needs of our company00 has permitted us to smooth out our cycles and save time. For instance, we were able to develop custom fields and workflows that allowed us to monitor the progression of leads through our sales funnel. This has made it easier for us to determine the areas in which we need to concentrate our efforts.The ability to integrate with other Zoho products and third-party app extensions is yet another significant advantage of Zoho CRM. We are now able to work more effectively across all of our departments and consolidate our data thanks to this. For instance, we were able to automate our lead nurturing procedure and integrate Zoho CRM with our email provider, resulting in an increase in conversions and revenue.Overall, I would highly recommend Zoho CRM to any company seeking a CRM solution that is adaptable, can be customized, and can integrate with other tools to simplify processes. It has unquestionably had a beneficial effect on our company and assisted us in achieving our sales objectives.

Minpunten:

I initially found the Zoho CRM interface to be somewhat overwhelming. It can be hard to decide which features to focus on and where to start with so many features and customization options. As we began to familiarize ourselves with the platform, this resulted in a small learning curve for me and some of my coworkers.The possibility of data overload is another drawback I encountered while using Zoho CRM. It can be hard to figure out which metrics to focus on and how to use that data to improve our sales processes when there is so much data available. To sort through the data and pick out the most important insights, this takes a lot of time and effort.For instance, when I first started using Zoho CRM, I had a hard time figuring out how to make useful dashboards and reports that would help me keep track of my sales pipeline and prioritize my leads. It took some time to figure out how to make the platform work for me and simplify the data so that I could focus on the most important things. I was able to adjust and make the most of the platform's capabilities with time and experience, despite the initial frustration caused by these drawbacks.

Tool that facilitates the execution process of a sales team

Opmerkingen: Excellent tool that helps to manage relationships with customers in a simple and effective way and in this way assign scores to customers and obtain the best potentials and prioritize them, it is a very valid option for any company regardless of its size, it will basically depend on the objectives and the needs of each company, without a doubt that this tool's main objective is the automation of marketing, sales planning and advanced analysis of all the data in a successful way.

Pluspunten:

I like this tool because it manages any relationship with customers in a simple and comfortable way, automating data entry which takes a long time, depends on periodic customer follow-ups, even helping to effectively assign scores to the most potential customers and thus be able to help them prioritize them in a better way in order to obtain better results, it is an excellent registration and integration tool in a single database in no interaction between the company and its clients and it adapts to projects of any size

Minpunten:

I do not dislike this excellent tool at all, it has an effective way of managing customer reactions and thus being able to obtain the best customers to their full potential, it records and integrates all interactions between a company and its customers into a single database

What can Zoho CRM do for your business?

Opmerkingen: Our customer operations are streamlined and highly efficient, all thanks to Zoho CRM

Pluspunten:

I love that Zoho CRM is allows me to create workflows and layouts that align with our business logic.

Minpunten:

I think the pricing can be done a little bit better especially with the advanced features. Since they are important, features like sales forecasting is needed in all of the plans, so they should be included

Overwogen alternatieven: Solve CRM, Maximizer CRM en HubSpot CRM

Zoho CRM best for free!!

Pluspunten:

If you're starting at CRM universe, is the best application, you can try all it's funcionalities for free-trial

Minpunten:

It's very confusing to set it up, their support is bad and give you no solutions

Helpful, effective tools for social media manager

Opmerkingen: Zoho CRM is a good, effective, and helpful tool for a Marketing, Sales, and Social Media Manager like me. especially the mobile app where you can navigate offline

Pluspunten:

it has a free plan, it's easy to use and has a mobile app

Minpunten:

limited custom fields, AI features are available only on paid plans

ZOHO CRM easy to use

Pluspunten:

Can integrate many voip provider like voipstudio

Minpunten:

can manage our data. we can track and monitor

Zoho CRM Review for Real Estate

Opmerkingen: I have been using Zoho CRM for four years now, and it has been a rewarding journey. We seen our sales increase, customer satisfaction is at a high and we are able to measure employee performance which is used for informed interventions.

Pluspunten:

In my view, Zoho CRM is the most effective and flexible CRM I have used yet, considering that I use it at work and in my own business. As an Agent working in a mid-sized agency, it was easy for us to set it up for our agency because Zoho also provides a how-to guide. The features we have set up include but are not limited to: Automating email campaigns for new and existing leads and maintaining relationships with our long-time clients for repeat business. We are able to integrate WordPress Forms (Elementor API through Zoho Flow), Facebook, Twitter, LinkedIn and Google My Business using Zoho Social. Managing Leads and Clients and setting automated reminders when a contact has not been touched for a certain period. Allow being able to view and track a contact's activities on the timeline. Not forgetting the overall collaborative ability to centrally manage all contacts as a team. Making sure that all potential business can be attended to if a colleague is not available for one reason or another.

Minpunten:

As much as I love Zoho CRM, these are its limitations and areas of improvement: Zoho CRM needs to provide options on Graphic User Interfaces. As a visual person, that is really important, and I might not be alone. You are not even able to change the fonts. A user is not able to convert a client back to leads, unless they recapture the contact as a lead, export multiple clients and import them leads or write and run a Deluge script. This feature must come standard. Zoho CRM is a powerful app if you lack intent you will find yourself overwhelmed and unable to set it up for your business.

Overwogen alternatieven: Odoo en HubSpot CRM

Redenen om voor Zoho CRM te kiezen: AppTivo lacked flexibility and features I considered critical.

Overgestapt van: Apptivo

Redenen om over te stappen op Zoho CRM: Flexibility and cost.

Easy to use, monitor leads and manage team assignments

Opmerkingen: As a less expensive option, this is what I recommend to all of my clients. If you're comfortable with the platform, it will serve you for the rest of your life. It's been a wonderful experience. You may receive answers quickly and easily by chatting with a member of their chat support team.

Pluspunten:

Zoho is a good alternative for clients who don't want to shell out money for Google Workspace. It accomplishes its purpose. My satisfaction with their efforts is based on the fact that they are attempting to make their platform accessible to everyone. Much of it is configurable and we were able to put it up 90% of the way we wanted. It's a breeze to use and keep track of.

Minpunten:

I'd like it if the platform's many sections were made a little easier to configure and understand. In my opinion, they are attempting to mimic Google Workspace, although I am more familiar with Google Workspace's features. I'd love it if I could make my email software look and work just like gmail.

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.

Customizable CRM Offers Great Flexibility

Opmerkingen: Transitioning into a new CRM always is a huge change and undertaking across the board. We have only really experienced positive changes that have pushed us for better and more time efficient performances. Being able to transition was smooth and successful and we are able to bring all departments on board on the use of this.

Pluspunten:

This CRM offers customizable automations to really streamline your work experience. We use this to assign and set tasks for clients plus review employee performance. We have been able to completely eliminate Google Docs and move over to politely Zoho to track and record stats. Being able to personalize your home screen is a major plus. Our Sales Team has also been able to be fully integrated onto the platform and can set up leads in the system. The transfer over to this CRM has been much easier than it would be on most platforms and our team members have are soon going to be utilizing email functions through this, as well. I’ve loves the overall experience of learning this platform and discovering how truly time saving it has been for everyone across the board! I would highly encourage the use of this CRM across almost all business platforms due to its customizable options!

Minpunten:

We would love to seethe option for color coding and the use of all emojis across the system. There is limited use on those and we would like to be able to set tasks with symbols by them or have them tabbed with a color.

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.

One of the best CRM... Love this amazing tool

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Overwogen alternatieven: SugarCRM

Redenen om over te stappen op 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.

Opmerkingen: 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).

Pluspunten:

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.

Minpunten:

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.

Overwogen alternatieven: Dynamics 365 en HubSpot CRM

Redenen om voor Zoho CRM te kiezen: 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.

Overgestapt van: Dynamics 365

Redenen om over te stappen op 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!).'

CRM for Small Business

Opmerkingen: Overall Experience is Very Good. We are happy with the product. We had our doubt while purchasing but now we are glad we did. And Zoho is developing, introducing new features every now and then. Very Nice

Pluspunten:

A lots of features in one place with different functionality, made the life easier. We use MAIL, CONNECT and CLIQ all the time. It has become an inseparable part of our Business. WorkDrive is very Responsive and Reliable Best solution for File storage with the team. I can Give access to a folder to my colleague and can revoke when done. Very easy. Mobile apps are Also Nice and Handy. The way ZOHO keeps everything Tidy and Clean by offering different options for different problems is the most I like about ZOHO CRM

Minpunten:

Very big System a lots of functions which remains untapped and I think it will be for some time now. beginners have to learn some behaviors to work with it. The learning curve a bit Steep. In short I don't have anything that I dislike about ZOHO, but it took some time to get here.

Overwogen alternatieven: Dropbox Business, OneDrive en Google Workspace

Redenen om voor Zoho CRM te kiezen: Google is Good but very Expensive. Zoho is on the other hand a bit low on the price side. Initially that was the primary reason to switch.

Overgestapt van: Google Drive

Redenen om over te stappen op Zoho CRM: It was a little less costly and was promising a lot of features. Other Options that we tried was not promising much. Another very important thing is that they gave us 2 months free, the paid version for free. For the whole team with the Email support. I mean we had our [email protected] for free. In the while We tested the platform as much we could and liked it, purchased it. Happy that we did.

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 .

Biased for a Reason

Opmerkingen: Zoho One provides a complete operating system for business. Where I have noted cons in this review I would note that Zoho One bringing everything together cohesively is far better at saving time than any frustrations it may cause.

Pluspunten:

One system that provides extensive capabilities. Zoho CRM plugs into the more than 50 other Zoho Apps with a single Zoho One license. Instant integration (as instant as it possibly can be). No more cobbling together system after system. I have all of the following in use from Zoho: CRM, spreadsheets, documents, file storage, security, marketing, social media, HR Management, accounting package, email, surveys, signatures, project management, notes, appointment management, presentations, webinars, online meetings, web hosting and design, online chat for web site, mobile expense capture, business analytics. I have used much more, that's just what I use on a day to day basis. These are the applications of business today. Nothing much out of the ordinary but if you are using anything else other than Zoho, you probably have a patchwork of applications to navigate.

Minpunten:

Bleeding edge software development comes at a cost. Zoho brings out releases fast and often so sometimes there are annoying things that happen. This does not consume a large portion of my time but if you need consistency and 100% predictability then Zoho is probably not for you. If you are okay with 99% predictability Zoho is a good option. An example is the design of the Contact view in Zoho being changed recently without notice. If you are like me then you go with it. Some people who need things to be the same day in and day out can be rattled or frustrated by something like this.

An integrated solution that suits everyone to properly organize relationships with customers

Opmerkingen: Zoho CRM helped us organize everything related to our customers' contact data, contracts and documents in one place, and also enabled us to schedule the sending of appropriate offers to them at different times and within a specific time frame, and indeed, automation helped us enhance the confidence of existing customers and attract new customers as well.

Pluspunten:

I like the simplicity and ease of use that Zoho CRM offers us, as it enables us to create folders for all our clients as well as organize records with their data and requests as well as save all documents and archive email and transactions made by our team and between them. I love how Zoho CRM filters customers by suggested topic, which makes it easy to create lists of important information about a specific group of customers based on their specialties or interests, so that our team can reach them quickly and offer tailored offers. I like how easy it is to customize it to automatically send emails to a group of clients, and I like the fact that Zoho CRM integrates multiple communication methods easily, such as WhatsApp, so that we can also send messages and links to customers and also we can receive customer requests and inquiries and respond to them in the same way. It is great to find all the records related to customer inquiries and requests, as well as the date they were referred to the relevant team member, as well as the results that were reached in one place in an organized manner.

Minpunten:

I love the fact that Zoho CRM has no unpleasantness, as it is simple, easy to use, low cost, and integrates strongly with email and social media platforms easily, which makes it a suitable choice for all needs.

Zoho review

Pluspunten:

The best CRM for customization. Incorporate every one of the components of client/prospect association. Work process Tools that location: advertising, projects, social, client care, messaging showcasing, stock, HR the board, and so on Track connection from online courses. Different modules to address organization needs. Past the fundamentals of contact the board, work processes and custom fields. Particularly simple to track down correspondences. Know where you stand with leads, arrangements and clients. Matches up with other Zoho items, as well as numerous outer frameworks, for an associated work process. Accessible API for making custom application combinations. A clear method for making custom work processes and endorsements with Blueprint Strong interaction the executives and mechanization. Self-administration entries add to the force of the CRM. Various Zoho valuing plans/levels let you scale to your requirements. Zoho One is a straightforward and reasonable across-the-board arrangement. Zoho is reliably working on their items. Phenomenal obligation to item plan and usefulness. Zoho reacts to input. Sound suggestions advance into Zoho items. Exceptionally instinctive and simple to utilize. The best CRM for the cash. The best CRM I've at any point seen and I've attempted them all. Valued far beneath the opposition. Incredibly easy to add and design outsider incorporations Zoho will indulge you. Maybe great client service. New elements and updates constantly. No restrictio

Minpunten:

Instructional exercises need improvement. Questions are emerging during the execution that you should involve a Zoho guide for. Coordinating can be confounded, and not predictable. A portion of the items is not at a similar degree of cleanliness as Zoho CRM. The AI collaborator doesn't appear to add a great deal of significant worth. Need to have an Internet association. Membership evaluation is per client versus gatherings of 5 - 10 clients. There are highlights you'll need in Zoho One. Support has immensely improved, however it relies upon who you get on the web. Observe documentation and help recordings confounding and excessively specialized now and again. You want a reasonable comprehension of your requirements to distinguish which Zoho modules will meet them. Occasions (arrangements) are consequently set apart as shut when the date shows up. Need to see what my colleagues see on other clients' schedules. Booking a call is lumbering Updates need more choices like a multi-week, fourteen days, and so forth The Fonts are too large and need to see more on a page. Need a superior method for getting support quicker. Expecting bookkeeping elements and schedule sees Anticipating a visit bot Structures are not greeting pages Searching for unknown prospecting without the need to begin a talk. Absence of record following for recommendations/introductions. Needs inside deals apparatuses for mechanization.

One of the best customizable CRM

Opmerkingen: 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

Pluspunten:

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

Minpunten:

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

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.

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.