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Zoho CRM Review

Although Zoho CRM is easy to use the social collaboration platform needs to be improved

What is most valuable?

Zoho reports

How has it helped my organization?

We were using SharePoint to hold, maintain, manipulate and manage the data but it was time consuming and a difficult process. Zoho CRM by contrast is easy to use, customizable and you don’t need training to use it.

What needs improvement?

Social network integration. I would suggest the following

  1. Somehow they need to integrate LinkedIn again on Zoho, where users can connect the LinkedIn profile of contacts added.
  2. The social collaboration platform needs to be improved with more enhanced features.

For how long have I used the solution?

More than two years.

What was my experience with deployment of the solution?

No issues encountered.

What do I think about the stability of the solution?

No issues encountered.

What do I think about the scalability of the solution?

No issues encountered.

How are customer service and technical support?

Customer Service:

Only chat is available, connecting over the phone is impossible. Some of the questions I had trouble getting answers to were:

  1. How to fetch reports
  2. Initial training links
  3. Integration of different Zoho products.
  4. Best practices about how to use Zoho CRM
Technical Support:

It’s Ok, again it's only chat support.

Which solution did I use previously and why did I switch?

I was using SharePoint but it's difficult to manage and consumes lots of time and effort.

How was the initial setup?

It's very simple, just watch the video and customize it as per your requirements.

What about the implementation team?

It's a cloud based platform.

What was our ROI?

Sales have increased by 10-15%.

What's my experience with pricing, setup cost, and licensing?

It's a cloud based platform.

Which other solutions did I evaluate?

We also looked at Pipeline, and SalesForce.

What other advice do I have?

Use its free trial for three users first and try adapting the plug'n'play feature.

**Disclosure: I am a real user, and this review is based on my own experience and opinions.
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