Zoho CRM Reviews

Zoho Saved My Life

Comments: I had an overall good experience with Zoho CRM. For instance, process automation for repetitive tasks was a life saver such as making follow-up Emails. I Marveled at the customizable dashboards and metrics the software provides. Furtheremore, it integrates with a wide variety of social media tools.

Pros:

What i like about Zoho CRM is software is versatile and can be used in a wide variety of ways. For instance, It helped me organize customers contacts in an efficient manner plus when i was working for a Real Estate Organization. Furthermore, i was happy with the efficient customer support tools that the software contains. I used them in managing tickets and handle Customer Queries efficiently.

Cons:

Everything about the software is cool. Zoho has superior capabilities at the right price as compared to other Customer relationship management systems.

Great balence between easy to use and customizable

Comments: Zoho CRM has been a great tool for managing my customer relationships. It’s packed with features, but it’s still pretty easy to navigate once you get the hang of it. Setting up workflows and tracking leads has helped me stay on top of things and keep my sales pipeline organized. It’s not the simplest CRM out there, but the learning curve is worth it because of all the customization options and integrations. Overall, it’s a solid platform that’s helped me streamline my business processes.

Pros:

One of the best things about Zoho CRM is how customizable it is. I can tailor it to fit my exact needs, whether it's creating custom fields, layouts, or automating workflows.

Cons:

The support is not always great, sometimes it can take a while to get back a response that is worth while.

Alternatives Considered: Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Zoho CRM: Cheaper and filled our needs. Salesforce tends to be complicated.

Dishonest People, wont honor the refund and dodge time passing tactis.

Comments: Dishonest people, They just wasted time tool 3 weeks to respond and than told me it was passed due. if it wasn't upfront 1 year payment i would move my company, i will probably move to somewhere else as soon as times up.

Pros:

marketplace has lots of integration options

Cons:

too much tabs, unnessary steps, untrained support staff don't know much and always have to refer to somebody else. One of them accepted to honor refund as per their terms and condition within 30 days, and then wasted 3 weeks to response only to be told it is passed the 30 days.

Alternatives Considered: monday CRM and Pipedrive

Reasons for Switching to Zoho CRM: only reason was easier sms integration with too many integrations available

Looking for endless possibilities to elevate your business? Let me hook you up with Zoho CRM

Comments: We are grateful to have shifted from mundane spreadsheets into Zoho CRM. It has propelled our sales operations and enabled us to interact and connect with our customers without any hitches

Pros:

It is the dream of every business to have a tool or rather software that streamlines and optimizes daily operations. Zoho CRM is our go to tool. At an unbeatable price and with no hidden charges we get to enjoy its intuitive UI and sturdy features. During implementation and deployment of Zoho CRM I realized that the migration of our customer,sales and business data from our then solution to Zoho CRM happened soo effortless and with just a few clicks we were done. Even while an of our teams is working remotely, Zoho CRM ensures that there are no challenges of accessing customer information. It ensures boundless access to customer data at any time from their mobile devices and that way it keeps them on the go to continue with business proceeds and close those deals. Zoho CRM brings the two main business processes into a single place ie customers and sales management which has enabled us to optimize these operations meaningfully. Zoho CRM is adorned with reliable and highly advanced security features which protect our data from unauthorized access. Encryptions and audit logs have been very invaluable and convenient

Cons:

Zoho CRM delivers impeccable customization possibilities, ease of use, excellent battalion of customer support and a reliable and functional feature range.

A great option for your CRM

Comments: We have used Zoho CRM for a few years now and it has been integral in running our business.

Pros:

Zoho is a fantastic platform to meet your CRM needs. It is very user friendly and was easy to customize to our preference for workflows and modules.

Cons:

I would like to see more external applications added to their marketplace for integrations.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Switching to Zoho CRM: We found that Zoho was a better value for the cost.

Great for productivity

Comments: Great experience overall, has boosted productivity tremendously within the team

Pros:

Being able to essentially automate anything and customize it to our liking

Cons:

Updates take a very long time, some features have been requested for years and still not available.

Zoho, not just any CRM

Comments: Zoho managed my data and made my whole organisation manageable, data when needed at my fingertips.

Pros:

Zoho is easy to use, its easy to customise and to find your way around the data even if you do not have a lot of knowledge with CRM's.

Cons:

What's not to like? Its hard to find bad points with software this good!

Alternatives Considered: HubSpot Marketing Hub

Reasons for Switching to Zoho CRM: Zoho has a nicer looking interface which made it more appealing to use.

Zoho crm....

Comments: Zoho crm is quite a catch when it comes to CRM

Pros:

J love the fact that it can be used in integration with a lot of sites

Cons:

It might be a little bit difficult to understand at first

ZOHO CRM review

Comments: A robust CRM but quite expensive when you scale up.

Pros:

Ease of customization to get the fields specific to our niche.

Cons:

Can be complicated for new users, we had to spend more training the staff.

Streamlining Team Efforts with Robust Lead Generation Tools

Comments: This has been a tremendous tool for organizing and generating leads. It has kept our team in lock step and avoided inadvertent double contact.

Pros:

1) Lead Organization - helps keep our time on task 2) Customizable Contact Tracking - easy to update and search 3) Customizable Account Tracking - from setup through launch

Cons:

1) Could add more / easier integrations to other software 2) I wish there was an increase in customizations for data integrity - relies heavily on the user 3) Would like to see an increase in analytics within Zoho CRM

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.

Pros:

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.

Cons:

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.

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.

Pros:

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.

Cons:

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.

Alternatives Considered: Insightly and HubSpot CRM

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 Desk - Ticketing Support

Comments: 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.

Pros:

customizable, stability, easy to use day by day

Cons:

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

Alternatives Considered: Freshdesk

Reasons for Choosing Zoho CRM: 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.

Switched From: Freshdesk

Reasons for Switching to Zoho CRM: To use just one Brand software that allow us to integrate another Zoho's products that we use.

Great product for small business scaling up

Comments: 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.

Pros:

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.

Cons:

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.

Alternatives Considered: Dynamics 365

Reasons for Choosing Zoho CRM: 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

Switched From: Dynamics 365

Reasons for Switching to 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.

A functional CRM that does the basics and more, well. Fits a business of any size.

Comments: I think there are some very good functions and features in Zoho CRM. It is easy easy to use and also has a raft of potential add-ons in the Zoho Suite that can be used at a small cost such as Zoho Sign which is so simple to use along with Zoho Survey. It can be White Labelled which I like.

Pros:

It ticks our list as a Cloud-based solution after moving from a system on a shared network drive operation. You receive quite a lot for the price. It is built around the sales funnel/channel and does this well. It gives you all the functionality within the leads or accounts fields to record meetings, interactions, emails, phone calls, emailing directly from Zoho and calling from Soho if using a VOIP system. It's actually got good 3rd party cross-functionality with 365 or G-Suite, I use the former with excellent Outlook usage.. Chat functions or messages are easy and can be linked to a client or user and sometimes are a better way to record the customer record that on ordinary business email. I have only needed to contact the support team a few times but each time has been very quick and a swift resolution. I have used some of the automated marketing features and it is definitely something that I will utilise more with any web info request funnelled to Zoho.

Cons:

The UI can look a bit plain for some if you do not know how to customise. Downloading or collating data is not always straight forward. This is also to be said about uploading leads. It is not always clear which part of an upload has failed. However, when the upload does work it is a great time saver. The search function is not that intuitive; I found sometimes unless you type in an exact match it does not return anything.

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.

Pros:

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.

Cons:

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

Alternatives Considered: Dynamics 365 and Salesforce Sales Cloud

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.

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%

Pros:

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

Cons:

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.

Switched From: Salesforce Sales Cloud, SugarCRM and ERPNext

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 good Product Where Everything is Limited for You to Upgrade

Comments: It was a very neutral experience. Be sure to have big bucks to spend when migrating to this software because everything they own are bespoke; you want something you have to buy it. And its neverending for them to keep pushing you to the highest plan.

Pros:

It is similar to SalesForce. Easier to use when you can just plug and play certain things and features. Their customer service is good though. Helped me a lot when i go through certain blocks of work that needs to be done.

Cons:

You got to keep spending a lot of money for every features that you wanted to customize. The sales will keep ask you to buy the higher package for you to fulfill basic requirements.

Alternatives Considered: HubSpot CRM

Reasons for Choosing Zoho CRM: To explore a product that has similar features and functions like Salesforce and cost effective. Plus we were looking for all in one package for Marketing and Sales including Customer Service.

Switched From: LeadSquared

Reasons for Switching to Zoho CRM: We were promised that Zoho CRM can do the stuffs that lacks in our previous product used (Leadsquared). Apparently for us to use the said features we never knew that we had to subscribe for a higher subscription to get what we really wanted. Its too late as we have migrated to Zoho CRM

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.

Pros:

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.

Cons:

The learning curve can be initially overwhelming.

Alternatives Considered: Expensify, FreshBooks and AI Field Management

Reasons for Choosing Zoho CRM: Cheaper, saved me a lot more time, Mobile apps, AI insights, Automations, Quicker invoicing and expenses

Switched From: MYOB Business, Zapier, Wave, Xero and Microsoft Excel

Reasons for Switching to Zoho CRM: All my business apps were housed in one place. It was an easy decision.

Effective CRM System

Comments: Very positive! It is much more simple and better designed than some CRMs I have used varying from cheap ones up to higher end custom ones. It offers all the usual functionality and the navigation is simple.

Pros:

Very easy to use compared to other systems I have tried! Easy to integrate, mass update records, export information and access via app.

Cons:

Would prefer stronger integration with Zoho Sites and Bookings to add more functionality in automation but this likely could have been achieved with more technical knowledge.

Alternatives Considered: Sage CRM, Salesforce Sales Cloud and HubSpot CRM

Reasons for Choosing Zoho CRM: Have used Hubspot, Sage and Salesforce among others historically and Zoho provides a more mid market option between these three. It is simple, reliable and has good features for its price range.

Switched From: Sage CRM, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Zoho CRM: Zoho CRM was part of Zoho One package so offered good value for money with features that integrated with other Zoho software that we use. The support is also great with Zoho, I can message and receive a response back fairly quickly.

ZOHO CRM works well enough

Comments: Generally quite good within the realm of what is already established in the system and can often help with custom code functions for features that aren't readily available. Implementation was mostly left up to us with support when asked for. Other companies we looked at would have done the implementation for us, which, if you have the budget, will definitely help speed up and streamline your process.

Pros:

Aesthetic and general ease of use. Workflows are generally easy to implement. Most of my staff seems to have gotten the hang of things pretty quickly. HIPAA compliance was a must for my small medical business, and ZOHO CRM was able to provide.

Cons:

Missing some key features - or example, tasking a group rather than an individual, seems to be a feature that many people have been asking for, for a long time (several years), but has yet to be developed. Another example, the Deal Kanban View is nice, but if you want to see only one pipeline (regularly, set as your default), this isn't possible. You have to select that pipeline manually every time you go into the deals view.

Alternatives Considered: LeadSquared

Reasons for Choosing Zoho CRM: Lack of HIPAA compliance, and lack of features within our budget

Switched From: HubSpot CRM

Reasons for Switching to Zoho CRM: pricing was much more competitive for a small business like ours.

CRM tools that worked

Comments: 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.

Pros:

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.

Cons:

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.

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

Comments: 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.

Pros:

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.

Cons:

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.

Becoming Best of Breed

Pros:

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.

Cons:

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.

ZOHO CRM The right fit for a medium company.

Comments: I am a sales consultant and was asked to recommend the best CRM for a group of 3 companies, with around 50 persons each. After an evaluation of 15 initial products, Zoho CRM resulted the most adequate for this companies. The product itself is very easy to use, friendly user and extremely easy to adapt. In terms of price/performance, in my opinion is one of the best against other brands when you have a limited budget.
It is basically design for pipeline management, activities tracking as well as customer´s, also, it has a great mobile client, that said by one of my customers employee, it is even easier to use it than work on the PC.
I have been able to use other CRM´s like Sales Force, SAP, Siebel as a user in big corporations, and those are great products, but I think that for small and medium size companies, this product is simpler, less expensive and easy to use.

Pros:

- Easy to customize: The product is extremely easy to customize, at the point that unless you are going to do something very specialized, you might need external support, otherwise, the ramp up curve is easy and fast. There are different versions to subscribe, the higher the version, the more you can customize. They also let you try the product for a 30 day period and you are able to switch between different versions to compare them. The bottom line is that you will not need to spend extra money. - Language: My customers needed the product in spanish, Zoho allows you to switch between one language and another seamlessly. - Price: There are different versions, that are very affordable, one of the difference against the leaders is that the price up to 5 users might be the reasonable, but above 5 the prices goes really high. In the case of Zoho below 5 is free with its limitations, and then you have a reasonable step up depending on the versions. - Mobile Client: Simply amazing, once you have the product running, literally, every task or query you can do in your desk, you can also do it in your smartphone. The interface is clean, nice, intuitive and easy to use. - Tracking and follow up: One the strongest features I found is the tools to remind you of the follow up of tasks, meeting, calls, etc. You can get advise by email, phone, etc. - Sales methodology and Pipeline review: If your company has a black & white sales methodology, it is very easy to set it up in the CRM, also the way to view the pipeline is very intuitive and visual. It makes very easy to do pipe review and lets you drill into any module with just a click. - Views: You can have the report & the view you need, the product comes with a lost of sample reports but also lets you do your own (The higher the version, the more you can customize) - Workflow for triggering events: This is a great feature where you visually can determine which tasks are needed to execute after one event happens. Amazing feature.

Cons:

There are many "add ons" that can be very useful once you have your CRM, by example ZOHO Projects, . My only advise is that from the beginning you have a clear understanding of what your company will be needing as this modules are priced separate from the monthly fee. Depending on the modules, you might end spending more dollars per user on them than on the crm fee.