Zoho CRM Review

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

Valuable Features

Zoho reports

Improvements to 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.

Room for 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.

Use of Solution

More than two years.

Deployment Issues

No issues encountered.

Stability Issues

No issues encountered.

Scalability Issues

No issues encountered.

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.

Previous Solutions

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

Initial Setup

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

Implementation Team

It's a cloud based platform.


Sales have increased by 10-15%.

Pricing, Setup Cost and Licensing

It's a cloud based platform.

Other Solutions Considered

We also looked at Pipeline, and SalesForce.

Other Advice

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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