Zoho CRM Reviews

I primarily use Zoho CRM to track the sales funnel, allowing me to monitor the progress of leads and opportunities. 

Over the past three years, I've used Zoho in various capacities, especially for setting up a basic team to start tracking leads and opportunities.

Zoho CRM is flexible due to its integrations, like with Zoho Campaign, helping integrate marketing efforts with CRM processes. It offers a no-cost entry with the ability for three users to use it at no charge, which is beneficial for startups to explore the platform without financial strain. This enables me to start using the platform, handle opportunities, and get a feel before committing financially.

Zoho CRM could benefit from predictive analysis based on historical trends to forecast future performance over the next two to three years, particularly from a sales pipeline perspective. This feature could enhance its usefulness by predicting future opportunities based on past data.

I have been using Zoho CRM moderately over the past three years.

Zoho CRM is stable, and I have not experienced any issues with it. I would rate its stability at nine out of ten.

Zoho CRM seems to scale well for startups and small businesses, accommodating the growth of operations effectively.

I used Oracle Sales Cloud and Salesforce CRM previously. In my prior role at IBM, we used Salesforce, and at Oracle, we used Oracle Sales Cloud. These experiences have given me exposure to multiple CRM platforms.

We are currently using Apollo and HubSpot.

The initial setup of Zoho CRM is straightforward and user-friendly. I did not encounter any difficulties during this process.

Currently, I am using Zoho CRM at no charge, sticking with the free tier. I have not had to pay for licenses or setup costs.

I evaluated Zoho CRM against other CRM solutions because my new IT setup is evaluating platforms to establish a sales framework. 

Zoho CRM is straightforward and easy to use, which helps you get up and running without any significant hurdles. 

I would rate it overall at eight out of ten.

For all remote employees in our organization, Zoho CRM is used for tracking the leave applications and monthly reports can be generated automatically without any manual intervention.

Before using Zoho CRM, our company had to collate and consolidate data manually which used to be a troublesome task. Just to complete the leave calculation, our company had to pay employees late or make assumptions about the presence of employees for upcoming working days, which minimized the visibility, which was solved using Zoho CRM. 

Every time an employee logs in for the day, it gets reflected in Zoho CRM for our company, as the login devices have been integrated beforehand. The solution allows our company to download all the attendance data at the end of the month for salary processing. 

The solution has enabled our companies to easily apply for leaves, track mode of work, and similar aspects. The hybrid model regulation, which involves three days of work from the office and two days of work from home in our company, can also be tracked and implemented effectively using Zoho CRM. The login and logout times of each employee of our company are also recorded by Zoho CRM for productivity calculations. 

There should be easy access to feature recommendations in the solution. A public repository can be created for the solution that will comprise all the possible features and use cases of Zoho CRM. Presently, I have to visit the vendor's website to learn about all the extensive features of Zoho CRM. 

Senior employees of our organization, when they are on vacation, fill time sheets once a week or month, but the data cannot be viewed monthly or for a specific range of days in Zoho CRM. The product should introduce a button on the interface to fill the timesheet as a mass entry, it will provide more visibility to the users.

I had to create a document to note which employees are travelling for a specific duration in my organization, Zoho CRM should effectively navigate and convey the features to the customers about multiple data entries. For instance, many employees in our company were manually filling the timesheet for each day by spending 30 minutes, instead of filling an entire range that should take five minutes. 

I have been using Zoho CRM for three years. 

Except for the mass feature, I have never witnessed any features or functionalities of Zoho CRM get hung up or slow down. Initially, I faced some difficulty finding the solution's mass feature. In three years of using Zoho CRM, only once in our company, we noticed a glitch announcement, which was notified beforehand by the vendor due to some planned maintenance or urgent reasons. 

The product has satisfying scalability features. For instance, if you opt for a license for 10 to 25 users of Zoho CRM, and eventually, 500 users are needed, it can be scaled and implemented in a few minutes. 

I would rate the customer support a nine out of ten. The support team was available whenever I reached out to them on issues with the product, and they were knowledgeable enough to resolve them. 

Positive

Zoho CRM offers a fast deployment process. The solution does not require much maintenance; it is handled by the vendor. At our company, we implement internal data maintenance for our own purposes. 

Zoho CRM has satisfying integration capabilities, in our organization the solution was integrated with a few card-swiping machines and it functioned seamlessly. 

Our company started using the solution only by utilizing the HR and team attendance monitoring aspects and it helped us save productive time. At our company, we don't want three or four professionals to work on the same project and still fail to meet the timeline, so we have adopted Zoho CRM to obtain real-time reports once the requirements have been defined, certain report types are already present as options in the solution.

An ROI has been realized by our company in terms of saved time versus purchase cost. I believe an ROI can be realized in terms of cost within a year of Zoho CRM's deployment. 

The licensing model of Zoho CRM is quite easy to comprehend and the pricing is competitive. Zoho CRM is available at a fairly average price. 

In our company, we analyzed Odoo for a limited time. Zoho CRM is more popular and has more customers than Odoo. As Zoho CRM already provides higher capabilities at a lower cost, it has a larger base of loyal customers than Odoo. The user experience is better in Zoho CRM than in Odoo. 

Zoho CRM is also used to automate certain processes in our organization's finance department. Some free trials are offered by Zoho CRM to startups, which attracts more customers to the solution. 

I have noticed that some Generative AI features have been announced for Zoho CRM. The aforementioned feature should be focused on some specific purposes like drafting, template-based dynamic tasks, or any other repetitive tasks. In our organization, we mostly utilize the HR process features of Zoho CRM. I would overall rate the solution a nine out of ten. I would recommend the solution to other users. 

Zoho CRM is essential, especially for salespeople. It's about understanding customer interactions. For example, it allows you to track how many deals a salesperson has closed or lost and provides a comprehensive view of customer interactions. This includes the ability to schedule meetings, view invoices raised, and even process payments for clients.

The platform supports various business types, enabling them to manage orders effectively and maintain high-quality customer interactions. Zoho CRM also facilitates needs analysis, helping businesses with organizational analysis to improve efficiency.

For lead management, automation is key. It enables us to efficiently handle leads from our marketing department and ensure they are properly integrated into our sales pipeline. Zoho CRM's automation features make it easier to manage these leads without manual intervention, streamlining the process from initial contact to conversion.

Integration depends on the specific applications in use. Zoho CRM offers extensive integration options, including direct integrations with popular applications and the flexibility to connect with others via API calls. This enables us to seamlessly combine CRM data with other systems and web applications, enhancing our overall business processes.

All features of Zoho CRM are valuable.

The user interface, especially the dashboard, offers good navigation. It's not overly complex; switching views and accessing certain features is intuitive. 

For instance, seeing contacts, accounts, and specific data like DDAicloud directly from the dashboard. Customization options are good, allowing users to tailor the dashboard to their needs. Analytics integration is notably excellent.

Analytics integration is seamless with Zoho CRM, offering comprehensive insights without needing to switch between applications. Setting up and deploying the CRM is straightforward, with an intuitive design aiding in navigation and data retrieval. The user interface is well-organized, making it easy to search and access information.

There was a challenge while deploying Zoho when we brought an API code. Because integrations "aren't perfect" for every organization. 

It's really just a small percentage that can achieve high efficiency with a good application.

I would rate the stability an eight out of ten. There is room for improvement. 

I would rate the scalability an eight out of ten. 

The setup process is quite straightforward, particularly for new installations. It's important to ensure that data is secure and users are properly trained. For organizations dealing with large amounts of data, such as one terabyte or 250 GB, preparation is key, but overall, it's a smooth process. 

Setting up involves specifying the organization's username, setting up accounts, and configuring tools and resources. Typically, deployment can be completed within 20 to 30 minutes, making data readily available. This efficiency is crucial for quickly bringing data online and starting to use the CRM effectively.

For technical guys, we have two people, but I am in in-charge and set it up. I actually understand that we get the requirements that we document for some of these people. So, I handle the configuration aspect of it.

Overall, I would rate the solution a nine out of ten. 

If I want to advise the client, the advantage lies in the pricing. Zoho offers good UI, and right from when you're working, you can see everything, handling or not, working together or not. Then, it has AI capabilities as well. We need any information on the system, it's happening by the app and gives view of your performance.

Basically, it handles the entire customer relationship management, from lead generation to creating workflows for assigning leads to other salespersons, generating reports, qualifying leads, etc. It covers the entire lifecycle.

It's easier to share information across the entire organization about prospective sales or ongoing pitches. It's also easier to collaborate with colleagues who have experience in specific industries. They can reach out to me directly, and I can search for relevant information. So it is easier to collaborate and find data across the organization.

It's easy to build workflows in Zoho CRM. It has a low-code solution that helps us create workflows based on our regional requirements and business configurations. That's pretty nice.

Zoho's chatbot feature could be improved. Currently, the chatbot is not very intelligent and lacks the AI capabilities that are now available. There's a need for better chatbots in CRM that would allow for easy data search and referencing.

There's a need for better chatbots in CRM that would allow for easy data search and referencing. The chatbot in Zoho CRM is not AI-enabled. It's a basic chatbot, making it difficult to search for data or perform FAQ searches. If Zoho could introduce an AI-enabled chatbot within the CRM, it would greatly improve the user experience.

I have been using Zoho CRM for a year. 

I would rate the stability a nine out of ten. 

I would rate the scalability of Zoho CRM an eight out of ten. I'm satisfied with how it scales up.

We have around 500 to 600 users. It covers our entire sales organization across different geographies, so the number could be even higher. We are using it to its maximum capacity. 

The initial setup was pretty straightforward and easy. I would rate my experience with the initial setup an eight out of ten, where one is difficult and ten is easy.

I would rate the pricing somewhere in the middle, around six out of ten, where one is low and ten is the high price.

I would advise you to clearly define their functional requirements before starting the deployment process. Having well-defined requirements makes the deployment much easier. If you are looking value-for-money, then Zoho is definitely worth the consideration. 

Overall, I would rate the solution a seven out of ten. 

We use Zoho CRM for opportunity management, lead management, customer data and contact management, and campaign integration. We also integrate it with external systems for agency campaigns.

What I like most about Zoho CRM is its configurability. We can adapt it to our needs in terms of the sales process. It has automation capabilities, but we mostly use it as a static system, except for sending emails and information about updated products.

The integration capability is very good. We've integrated it with other Zoho products like Books, Projects, and Expenses. It also integrates well with external tools like HubSpot and other marketing tools, so there's a lot of potential there.

The main area for improvement is how the solution handles leads. Leads are separated and always tied to a contact, which makes it difficult to maintain leads within a company. This could be handled better.

I have been working with the product for eight to nine years.

The product is 100% stable. We've had no issues with glitches or latency. They also have a mobile app for iPhone and Android that works well. I often use it for calls that are recorded inside Zoho CRM.

Regarding scalability, I'm satisfied with Zoho CRM. As a small company, we don't use it with too many people. It's a SaaS solution, so scalability isn't an issue for us, either in terms of users or number of records.

We've had some experience with Zoho's technical support. They responded pretty fast when we needed help.

Positive

I've used other CRM systems, like SAP and Salesforce, which I found more cumbersome. I've also used HubSpot recently due to integrating with a marketing agency.

The solution's deployment is easy. It takes a couple of hours to look into it and configure it. We spent time customizing it, like setting up email, addresses, and invoice formats. As it's a SaaS solution, it works out of the cloud. Usually, one person is enough to deploy it. The main task is personalizing it for your company. We use it with different companies, and that works fine.

The tool started out quite cheap. It's had some changes with small and medium business subscriptions, but it's still worth the price. I'd say it's priced a bit below the medium range.

I rate the overall solution an eight out of ten. 

I use it for communication, marketing, lead campaigns, sales strategies, telephonic systems, and everything. I can even use Zoho CRM for quotations, and invoices.

The camera feature is valuable because it provides a look and feel. It has a high-user interface where you can build your own drag-and-drop concept. It used to have a prebuilt list format, but it was not a good arrangement. For the last year that the camera feature has been available, you can drag and drop which feed you want to put for the look and feel you want. The feature is available on Creator as well.

The interface is very clear in Zoho CRM.

In Creator, you can do calculations and change another field immediately after you enter any value. If you add the quantity or price in any field, you can immediately change the total in Creator. The same functionality is not directly available in CRM because it is prebuilt. You can get the function using the JavaScript option, but you will have to spend some extra time and effort. Instead, installing that feature in Zoho CRM will be better.

I have used Zoho CRM for three years.

Product support for Zoho CRM is available 24 hours a day. You can email, live chat, call directly or raise a ticket. A person will be immediately available. They provide code or remotely control your system and fix your problem immediately.

When contacting support, sometimes you need to explain why you have these use cases and why you're making a certain integration, and you won't like that question when you have experience with the solution. You would have your intentions and would want to explain your issue to them without being asked, "Why? How?" and "Where?"

However, when it is a regular user, these questions are fine, and you could then rate support a ten out of ten.

Positive

The basic plan has changed from $15 to $25 or $30.

If something is not possible in Zoho CRM, you should go for Zoho Creator. Each Zoho product has its own business type. For example, Zoho Books is used for trading businesses. You should know how the product is used. After that, you can integrate the solutions with each other.

With customer support, Zoho CRM controls your system remotely to fix your problem, while other CRM companies might not start a remote session immediately.

If you think Zoho CRM has many features that are not useful for you, why pay extra for the model you're using? That is a customer's point of view. They have an alternative option called Zoho Bigin, a similar small CRM with hardly four to five models and barely $5 to $6 for the basic plan. And if you want any custom models, that is also allowed. You can also build ten extra models at a lower price, and the features will stay the same. Many options are available, but how your business picks from them is the only concern. The plan is based on your requirement.

Zoho also has its native application, and you can use that same login credentials for any device, whether on Android, Apple, or desktop and mobile apps.

I rate Zoho CRM a ten out of ten.

We get different requirements and use cases because most of our clients use CRM for their businesses.

We can customize the solution the way we want to. We built a ChatGPT extension. It has some capabilities of building its own widgets with respect to CRM. We can integrate it with any web application. We also created SalesInbox, which is a mailing feature. We can set up our mailbox with Zoho CRM. We get updates from Zoho CRM whenever we send out an email. It tells us whether the person viewed the email or clicked on any links.

One of the best features of the solution is data sharing. We can create our own rules even if we have configured the standard rules. We can have a different rule setup where we can assign rules based on value and give data-sharing permissions.

Some of our clients could not develop their requirements using the product. Custom solutions made more sense than doing it on CRM.

I have been using the solution for four years.

The solution is stable. I rate the stability a nine and a half out of ten.

The product is scalable. If we have a large number of users and data, we can request Zoho for a dedicated server for an additional cost.

The initial setup is easy for a small business. A medium business will have to customize the product before creating it. An enterprise will have to look at a lot of things like integration with the data and third-party applications.

The time taken for customization and development depends on the business. If it is a small business, we can start within two or three days. Medium businesses that need more customization can deploy the solution within one to two weeks. Large businesses with a large number of users would take a couple of months to deploy the solution.

Zoho CRM provides Standard, Professional, Enterprise, and Ultimate plans. We do not recommend Standard and Professional plans to medium and enterprise-level businesses because we cannot do customizations like integrations or writing custom functions in these plans. 

Standard plans start at $20 per user in the USA and EUR 20 in Europe. Professional plans cost $35 per user in the USA and EUR 35 in Europe. Enterprise plans cost $50 per user in the USA and EUR 50 in Europe. Enterprise plans cost $65 per user in the USA and EUR 65 in Europe.

We have a sales process. When we get a lead, we qualify the process based on our criteria, budget, time frame, and whether it is the right fit for us. If all the criteria match, we try to convert the lead into a prospect, do a business study with the development team, and send the proposal out once the requirements are closed and finalized. Then we get a confirmation on whether we are going ahead with the project. If we get the project, we will create a project on Zoho. If not, we will close the deal.

Some businesses have a lot of different requirements, but the clients I have dealt with, except for one, everyone is on Zoho. The product is deployed on the cloud. Overall, I rate the solution a ten out of ten.

Zoho CRM has been a really good product. From a basic CRM perspective, we use it to maintain the details of our company's customers.

In its entirety, I do not see or cannot really think of any specific feature I found valuable from the entire product. The product helps keep the sales cycle clean, and one can also get an entire snapshot of it.

Currently, there is no need for further improvement as the solution has successfully met our requirements. We have utilized it across various industries, effectively segregating them by different sectors, including enterprises and small businesses. It has proven to be a good solution.

The customization options for roles in Zoho CRM are currently limited. While the platform offers extensive coverage for various industries and business sizes, there is room for improvement in terms of providing more roles and enhancing customization capabilities within those roles.

I have been using Zoho CRM for a year and a half. My company is a customer of Zoho.

Stability-wise, I rate the solution an eight out of ten since there have been no issues. It has been pretty stable.

In the case of adding leads, the solution is quite scalable because they have different modules for lead management, deal management, and account management. So it's quite easy to add leads, but from the perspective of adding users, we have had to keep it limited since it's a tight bunch of people who use it. So, I do not know about its scalability.

Around 20 people in my department use the solution.

I did not contact Zoho's technical support. However, there are some people who have contacted Zoho's technical support in our company. So, the response time was quick, but then they required a few iterations to resolve some of the issues.

There are a couple of CRMs in the market. I have used Salesforce CRM and Zendesk, apart from a few other solutions. My favorite ones till now have been HubSpot, Salesforce, and Zoho. Presently, I started using Microsoft 365, but then it's too recent for me to be able to compare it with Zoho.

The solution's initial setup process was simple. Zoho does provide a demo before helping with the setup process. Then, there are a lot of integrations that one can do. So it's been pretty simple.

On a scale of one to ten, where one is a high price and ten is a low price, I rate the pricing a five. However, the pricing is fine because we chose the enterprise plan as a private limited company. So from a pricing perspective for enterprises, it's fine. Also, enterprise pricing has been, more or less, very similar for all CRM products. I can say this because we have always subscribed to enterprise pricing.

I rate the overall product an eight to eight and a half out of ten.