Zoho CRM Reviews

The solution's most valuable feature is the ease of navigation.

The solution's feature for forecast has limitations. It could be better. Also, there need to be more features similar to its on-premise version.

I have been using the solution for nine months.

The solution is always stable. I rate its stability a nine out of ten.

I rate the solution's scalability an eight or nine.

The solution's technical team is very helpful.

Positive

The solution's setup process is simple and cost-effective.

The solution's technical team helped us implement it.

The solution is cost-effective. I rate its pricing a four out of ten.

I have evaluated SAP and Salesforce solutions. In comparison, Zoho meets all our business requirements and provides simple navigation.

I rate the solution a nine out of ten.

We use Zoho CRM for pipeline follow-ups. Our customer database is on the tool, so we use Zoho CRM to record customer data, the dates of client meetings, and when we did the POCs. All data we have on Zoho CRM are also shared with our customers. We also use Zoho CRM to predict how many sales we can do per quarter and year. These are our use cases for the tool.

The most valuable feature of Zoho CRM is emailing. You can send emails to customers directly from Zoho CRM. The marketing team in my company uses this feature, and it's effective.

What needs improvement in Zoho CRM is the UI. It needs to be more user-friendly. I like Salesforce better than Zoho CRM in terms of the UI, so if Zoho CRM can make some UI changes, that would make the tool better.

I've been using Zoho CRM for a long time, more than five years.

I didn't have issues with Zoho CRM stability-wise. It has good stability.

Zoho CRM is a scalable tool.

As we never had any problems with Zoho CRM, we never had the chance to open a ticket with the technical support team.

We only used Zoho CRM within our company.

I'm unsure of how straightforward or complex the setup of Zoho CRM is because I'm just a user. It's the technical team who deployed the tool within my company.

Zoho CRM was deployed in-house by the technical team.

I have no information about the pricing for Zoho CRM because the finance department handles that.

I'm using Salesforce at times. Some of my customers use Salesforce as well.

My company uses Zoho CRM internally.

My company is a customer rather than a seller or distributor of Zoho CRM.

I'm using the latest version of Zoho CRM because the tool has regular updates, so my company has the newest version.

Around forty-five to fifty people use Zoho CRM within the company. My company has a team that handles the maintenance of the tool.

I'm rating Zoho CRM as seven out of ten because its UI needs improvement.

We are the product more on the sales leads side of it, for the sales cycle, for creating our customers' contract details and any deals where there are rules involved. We also use it for projections. 

The product is very price-competitive. For startups, it's an absolutely brilliant product to start with. For any small companies of less than a hundred or so people, for SMEs, they are a really good option in the market.

For the most part, the solution is stable. 

I'm not sure that there is scalability potential for enterprises.

We've been using the solution for the last four or five years. 

The solution is stable for a smaller organization.

The scalability may not be up to the level that an enterprise-level company would need. It's more suited for SMEs.

Our entire sales force, which is more than 300 people, is on the solution at this time. 

We do not have plans to increase usage.

We've never had to deal with technical support. I can't speak to how helpful or responsive they are. 

We previously used Microsoft Dynamics 365.

It's a cloud-based solution. There is no setup required, per se. I just need to go and log in. That's it.

There is no technical team needed for deployment and maintenance. 

We don't pay for an individual license. It's part of a complete bundle. 

The pricing is very reasonable. It's not overly expensive. 

I'm a customer and an end-user.

I would recommend it to other users and organizations. 

I'd rate the product at an eight out of ten. 

This solution can be used for a lot of things. They have a number of modules for you to enter for your customer contact. You are also able to use it for analytics and monitoring. 

There are also many modules on the business side. You can integrate your database for different sales and marketing pitches, and you can integrate it with your call center which makes it easy to log complete details of your customers - you can even contact your customers for relationship management!

One of the most important features is that it's a cloud base and, it's also quite cheaper when compared to other solutions. Zoho CRM is customizable as per your requirement and, the Zoho team is able to help you to customize the CRM based on your requirements, and you can integrate to any third-party solution.

I would like to see more integrations and customization options in the next release.

I have been using Zoho CRM for about two years.

It's a stable product. Initially, not so much. There were a lot of hiccups and failures when they were first starting out, but they have made improvements and are now quite stable.

This is a scalable product, especially since it is a cloud-based product. We currently have around two hundred to two fifty users working in the CRM.

There were issues with the tech support, we were not able to get through to them in order to get the issues resolved. But, over a period of time, maybe a year and so, it's become better for the most part, though sometimes we still have trouble getting through to them.

We used an in-house CRM initially but switched to Zoho CRM because it had much more features.

The initial integration was pretty straightforward so we were able to the start using the CRM pretty quickly. However, the integrations and customizations took some time to set up.

We implemented the solution in-house and have two administrators and one manager in there for maintenance. We need three guys because we have made a lot of customizations and integrations.

There is an annual license.

We evaluated Salesforce CRM, though I am unsure why we went with Zoho.

I would recommend Zoho CRM to any business that requires a lot of integration, customization, and reconstruction on the core side.

I would rate this product an eight out of ten overall.

I primarily use Zoho CRM for downloading documents, managing customers and managers, and reporting.

Zoho CRM's best feature is its reporting.

The process of creating reports is not very user-friendly - it takes time, and it's confusing.

I've been working with Zoho CRM for a year.

Zoho CRM is stable and secure.

Zoho CRM is scalable.

Zoho's technical support could be faster and better at solving issues.

The initial setup was really easy, and the deployment was fast.

I would recommend Zoho CRM to other users and rate it eight out of ten.

We are not using the fully-fledged solution yet as we are still in the process of a full migration. We tested the solution for a year first and found it more user friendly compared to other solutions on the market. 

We use Zoho for our outbound and inbound channels to run marketing campaigns and to manage and track leads coming from those campaigns. We plan to adopt it for our entire sales cycle for customer relationship management. 

The most valuable features include the dashboards, deal tracking, email tracking, notes, managing notes and maintaining databases in one place.

It is a value-addition tool. It gives us the visibility of all the deals which are in place, and allows us to manage and track activities against those deals. 

It would be useful to have some way of mapping organizations that could add more value. If I have X company's database and am trying to create multiple contexts for different entities of the same company, I should be able to map it in such a way that I can see the organization chart.

We have used this solution for one year. 

This is a scalable solution. 

The customer service and support for this solution is great. 

Positive

The initial setup is straightforward. Deployment took two months.

For smaller organizations looking for a CRM solution, it comes at an affordable cost. The sales cycle or marketing cycle can be a bit complex. 

I would rate this solution an eight out of ten. 

We are using Zoho CRM to book appointments with the sales team. The leads come directly on the website, they schedule a meeting, and then it comes to Zoho CRM. There is another way leads come from, such as online social media channels or sales team engages with them. Once a deal is closed, it goes to the accounting software and creates invoices directly. Additionally, the solution can give estimates or quotations.

Zoho CRM has a location-based feature where if I'm visiting certain customers in a day, it can indicate to me the most efficient route. However, this is if the location of all the offices or places is updated, it saves my time. The calendar in Zoho CRM is synchronized with Google Calander which is very useful for me.

The solution has all the features I want, and it is quite simple. The process to use it is easy.

Zoho CRM has a rule engine or a place where you can set certain rules. That's not evolved very much. They could improve this within the platform.

There are automation or workflow features that could be improved or evolved. In the solution, I can do a lot of operations, but it has certain limitations in its flexibility.

I have been using Zoho CRM for approximately three years.

Zoho CRM sometimes can be slow, but it is not a hindrance for us because it's not a critical requirement for us that it has to load within certain milliseconds. The speed could improve in the future. 

It is overall a reliable solution.

The scalability of Zoho CRM is good, you can add more people and upgrade the solution regularly.

We have approximately 10 salespeople using the solution.

I was in contact with the Zoho CRM support and I needed some help with the integration with Zoho CRM and other solutions. The support was good, they were able to answer all my questions.

I have used other solutions previously, such as ERPNext and Matrix.

The reason why we are using Zoho CRM is that it's straightforward. It's easy to consider. Matrix has many features, similar to Zoho CRM or even more. However, my team found some complexity to work with it. The Matrix may have project management, task management, and other complex modules, but they are not needed or critically required for the sales roles that we are doing in our business.

The staff preferred what is simple and sufficient that caters to our requirements, and this was Zoho CRM.

The initial setup was easy once you understand the system and its purpose of it. Deploying and doing the configuration can be done in approximately one or two weeks. There was not a traditional installation because the solution is on the cloud, you subscribe and then configure it for your needs.

We did the implementation of the solution ourselves. Zoho CRM has features of taking backups regularly. We do not do it on our own, we only have to do configuration. We don't do any maintenance, there is not any external maintenance required.

The subscription plan that I have doesn't have certain features that I would like. If I had more flexible features to add certain types of data or modify existing data points, I can use the solution more effectively in certain ways. For example,  it has a task productivity model where I can create all the tasks for myself, but certain tools are open text, and it's very difficult to group items when you have open text or unstructured data. If I could define this type of task I do in a day, then it can help a lot to understand how my workload is or what kind of work I'm doing. I could plan better for the future days.

The price of  Zoho CRM is already competitive, but we would always like to have a better discount. Most of the features are included in the price but if we want the extra features then we have to purchase them.

My advice to those wanting to use the solution is to first understand conceptually how CRM systems work. It becomes much easy to if you go with the flow. If someone knows how the sales process works, then it's very easy to configure Zoho CRM.

I rate Zoho CRM an eight out of ten.

We primarily use the solution for prioritizing projects.

We're able to easily track messages and notes. 

For management, it's easy to view what is going on. 

The initial setup is pretty fast.

It is stable.

We can scale the product.

It's very customizable and user-friendly.

I'd like the solution to offer more integrations with other products. 

I joined my company about one year ago and have used Zoho since then.

The solution is stable and reliable. There aren't any bugs, and it isn't glitchy. It doesn't crash or freeze. It's pretty reliable. 

We can scale the solution so that it meets our needs. 

Our company is pretty small, so we only have 18 users on Zoho.

At this time, we do not have plans to increase usage. 

I can't speak to how helpful or responsive support is. I've never used them. There is one person that can help us deliver answers to our customers, and they have been fine, as far as I know. 

Positive

I'm not sure if the company used any other similar product previously.

It does not take too long to set up the solution. As long as your bandwidth is good and you are using it out of the box, you can deploy it in a few minutes. 

I'm only a beginner in terms of having knowledge of the product, and therefore I'm not sure what maintenance, if any, is needed. 

I can handle the deployment myself. 

I can't speak to the cost of the solution. I don't handle licensing. 

I'm not sure which version of the solution I'm using. 

I would recommend the solution to other users. 

At this time, I'd rate it nine out of ten.