Zoho CRM Reviews

As a user, I use the product to manage client relationships. We have long-term relationships with clients, so keeping up with all the information and our conversations about their necessities and needs is really useful. We want to have a record of the proposals we send to the clients and our negotiations before the project is initiated in one place.

The best thing about Zoho CRM is that it is integrated with other Zoho applications. Before using Zoho, I worked with different systems that were not integrated. Zoho charges only one license. With that license, you can access 55 different applications. It's really easy to connect Zoho CRM with Zoho Campaigns. For example, if I want to have lists and make follow-up campaigns, I can do that. There’s another application called Zoho Flow, which allows us to connect Zoho with third-party applications. It is really easy to do. So, the ability to connect Zoho with other applications that our business needs is really useful.

Zoho CRM’s customer service can be a little difficult to reach sometimes. They have a very large community. We can find answers in the community blog. However, sometimes we see articles of people asking for a new feature, and it has been sitting there for two to three years without an official answer or letting us know when we should expect the feature to be launched. The product could improve its customer service.

I have been using the solution since 2020.

Overall, the solution is very stable. I remember having trouble with the connection once or twice. The connection is a little bit slower, very early in the morning. We could not connect to our emails and Zoho CRM two years ago. It happened once. In general, the product is very, very stable.

Something that I like about Zoho is that they are very transparent. They have a page where they publish all the new reports. If I feel that the connection is a little bit slow, I can check their page to see if there are any issues.

Close to 1000 people use the solution in our organization. We expect to almost double the number of licenses by the end of 2024.

The initial setup was very easy. The solution is really intuitive. I had very less knowledge of CRM before I started using the product. I knew it in theory, but very little. When I started using Zoho, it was very intuitive to understand what each module does and what was the use of every single module that Zoho CRM offers. The navigation from one module to another doesn't change much. It's nice because once you understand how to navigate in one of the modules, the navigation for all the other modules will be pretty much the same.

I work with companies here in Europe. Compared to other solutions, I would say Zoho CRM is very, very affordable because we can use different applications with one license. I'm from Brazil, so I know companies in Brazil. Zoho is charging almost the same price in Brazilian currency. For a lot of companies in Brazil, it's not a very cheap solution. One Zoho One license costs $444 for one year. The cost benefits are way more if you compare it with having a Zoho CRM license separately.

We chose Zoho CRM over other products because it gives us the ability to connect with different applications. It is worthwhile to have one license for 55 applications. It is one of the main advantages of the product. The product is very customizable. Zoho has its own programming language.

If someone wants to use the tool, I would ask them about the size of their company. Zoho has a different solution, which is a basic application called Bigin. It is less customizable. The process is very intuitive, very simple, easy to use, and is meant for small companies. A small company can consider Bigin. If I were a freelancer, I would have considered Bigin. CRM is the way to go if a company wants to scale.

Even though the tool has to improve its customer service, I like Zoho’s vision. They're very careful in how they launch new features and the quality they provide while launching them. It is something that I value because I have worked with other solutions like Jira and other applications. Sometimes they launch a feature, and it doesn’t really work. We can find some bugs when navigating the new solutions, but Zoho is very careful. 

Overall, I rate the product 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.

We use Zoho CRM to track business opportunities for our IT solution company and manage our sales pipeline. Our sales teams in Bangladesh, Sri Lanka, and Singapore also use it.

The dashboards and visualizations help us see how different markets perform. I find the dashboard feature most valuable because it's easy to visualize data. I've been trying to use the built-in quotations feature, which could reduce turnaround time. We're not using many automation features for record management and opportunity tracking. I'm trying to integrate Zoho CRM with Zoho Flow for quotation submission workflow.

The login process could be improved as some users find it unfriendly. The documentation could also be more user-friendly and better organized.

I have been using the product for three years. 

I rate the tool's stability a nine out of ten. 

Zoho CRM is a SaaS solution, and we haven't faced any performance issues. My company has seven users. We plan to use it up to 10 users and increase the use of Salesforce. 

The customer success team is very helpful, especially during the onboarding process, where they provide a good demo and assist with any questions. Although we have had only a few support queries, the responses have been very helpful.

Positive

Before using Zoho CRM, we didn't use a specific CRM solution but relied on manual Excel spreadsheets to capture opportunities. We didn't evaluate other vendors before choosing Zoho CRM. The decision to go with Zoho CRM was influenced by its ease of access, simple sign-up process, and effective trial system. The billing process is straightforward, as it can be handled directly with a credit card without going through a distributor, although we can work with one. These aspects made Zoho CRM a good fit for us.

The initial setup was straightforward and seamless, especially the onboarding process, which I found very user-friendly. I recently started a new trial, and the experience was smooth, from signing up to logging in and onboarding users. However, I faced some challenges when implementing more advanced features, like setting up territories. Although I was able to get support through online resources and documentation, the documentation itself could be improved. It could be more user-friendly, and sometimes, finding the right document or instruction is difficult, as information is spread across different places. This is an area where I think they could make improvements.

The deployment process for Zoho CRM typically takes me about two to three hours. I start by signing up as the master user, then proceed to set up privileges and permissions, especially if different territories are involved. After setting these up, I onboard users into the appropriate user groups. Following this, I train the users on how to create opportunities and the rules and logic they need to follow. Finally, we ask them to enter their data and customize the required reports. This is the typical flow I follow for most deployments.

One person can do the deployment since our use cases are not complex. 

We did the deployment in-house. 

Zoho CRM has provided organizational value. It has greatly improved sales productivity by eliminating the need for manual report creation and data updates. The CRM serves as a single source of truth, automating forecasting and reporting tasks.

I rate the product a four out of ten. The cost for Zoho CRM is not fixed; different editions are available, and the features depend on the edition chosen. Some capabilities, such as integrating with workflows, might incur additional costs, but these are well-documented and not hidden.

I rate the overall solution an eight out of ten. If you are considering using Zoho CRM, my advice is to make the most of their trial period to explore the features and see how they fit your needs. You can extend the functionality with Zoho's support and determine the required version and features. For instance, these are available in the enterprise edition if you need AI capabilities. Testing the CRM with a small group of end users as a pilot before moving to full production is also a good idea. 

Another point to consider is the pricing plans; you can choose between monthly or annual payment options, so select the one that suits you best. Zoho CRM also offers credits that can be used to purchase additional add-ons from their ecosystem. The product allows you to download your data if you decide to move away, so it’s not a completely closed platform.

It serves as a centralized system for capturing and managing client information, tracking sales opportunities, and monitoring the sales pipeline. It also provides robust reporting capabilities to analyze and report on these key aspects of customer relationship management.

I appreciate how adding customer information and tracking progress is a straightforward process. The super user can access the central information hub, and reports can be shared with business leaders.

The level of customization required can be quite extensive, especially considering it is a compact product, which can lead to spending a significant amount of time on fine-tuning. Custom development is often necessary to make such extensive changes, and it does come with associated costs.

I have been using it for eight months now.

When it comes to stability, it stands out as one of the most reliable options. It's close to perfect in this regard, and we have experienced no issues at all.

It is highly scalable because it's designed with the potential for expansion, and with the right APIs, it can be seamlessly integrated with various other systems and applications. It's not limited to a single version; rather, it's adaptable and customizable to suit the needs of any organization. This scalability often requires additional financial investments and time to achieve your desired level of customization and integration.

To the best of my knowledge, many of the issues have already been addressed. While the solutions may not have been immediate, they were eventually resolved successfully.

While the initial setup is not overly complex, attempting to make these adjustments alone may not be the best approach. It's advisable to seek assistance to avoid potential mistakes, such as selecting the wrong base revenue or adjusting the conversion rate.

It's beneficial to consider a deployment service, even for just a few hours, to receive guidance and customization support. Having an expert who understands your specific business requirements can make a substantial difference in optimizing your CRM system.

We consider it a good value and found it to be cost-effective.

After evaluating both Salesforce and Zoho, we found Zoho to be the superior choice. It offers a rich set of ready-made features and is highly scalable, providing more opportunities. In contrast, Salesforce, despite its long history, can be seen as overpriced and underutilized, particularly by smaller companies. While Salesforce has greater functionality and power, it may not always be the most cost-effective or efficient solution for all businesses.

Overall, I would rate it eight out of ten.

We use the solution for different projects. We use it to patch lead details from clients' sources. 

I have issues with the tool's scalability. 

I have been working with the product since 2018. 

I would rate the solution's stability between seven to six out of ten. 

I would rate the product's scalability between eight to seven out of ten. We have a lot of users for the product in our organization. 

The solution's setup is easy.

I would rate the product a seven out of ten. 

I like the solution's reminder feature which is helpful for big projects. There are many tasks that run at the same time. The reminder feature makes things easy for me since I use Zoho's mobile version as well. 

The tool is hard for people who have worked with Microsoft Office for a long time. 

We first activated the license last year around April. I have been using the product for about a year and a quarter. 

We had opted for a US server which was a mistake. We have asked to move our data setup to EU. 

My company has 60 users for the product. 

The solution's support is based on the plan that you have. The gold plan gets support from Monday to Friday for 24 hours. There is no assistance on weekends. You get 24/7/365 support for platinum plans. 

We use the solution's cloud license. The tool's setup is straightforward if you have your business requirements defined. We have only done a couple of sprints. We are yet to have to go live for the entire module. 

I would rate the product a six out of ten. The solution makes more sense to a mid-sized company since it is cheaper than Freshworks. Freshworks is enormous, big, full-fledged, and suited for large enterprises. The product is also easy to implement since it is less technical. 

The solution helps us to identify how customers expect to work with us. It helps us to know the funnel process where the prospect is through. It also serves as a database of information on customers, costs, prospects, and proposals. 

I am impressed with the product's information on customers. 

It is hard to modify information around a customer. You need to pay for the features and the tool needs to improve it. 

I have been using the solution for five to six years. 

I would rate the solution's stability a seven out of ten.

I would rate the solution's scalability a seven out of ten. 

The solution's setup is complex. 

I would rate the product an eight out of ten. You need to first think about the version that you need for the company. You need to seek out a person who knows the product very well to help you modify the charts, it could be an associate of Zoho. Think about what information you need to receive from the CRM since you can receive something that you don't need. 

The tool is being used to process sales, and it is basic software to hold the database of clients and all actions regarding sales perspective.

It has helped to manage, move forward, and also customize my processes. It has helped me with my sales pipeline, sales process, and performance.

I am impressed with the tool's integrations, system reliability, blueprints, and sales are the most valuable features. Also, the Pipeline, License, Collaboration features, and then custom code. Having my database, connecting with other systems, and making calls, emails, and meetings in the same place is an important feature. Finally, communicating through a click is a good feature as well.

I would like to see better  integration with Zoho Creator.

I have been using the solution for more than three years.

It is a stable solution. I rate it nine out of ten.

It is a scalable solution if you want to scale with multiple devices.

It is easy to work on and initiate by yourself, but you will get only ten percent of the features. So if you want to get a hundred percent for your money, you need a developer because all of the details of the work we have is ready. So there's a need to customize your tool and your workflow.

With all of the automation that we have done, there's a return on investment.

I rate the solution a nine-point five out of ten.I would definitely recommend getting the tool for any business that has intense sales.

I use the product for customer relationship management.

The product is customizable. Its features are better than products like Salesforce and HubSpot. It is the best solution.

The solution should add more customizing options to Canvas.

I have been using the solution for two years.

I rate the product’s stability a nine out of ten.

I rate the solution’s scalability a nine out of ten.

The support is not quite good. The support team is available only Monday to Friday.

Neutral

The initial setup is very easy.

The product costs $35 per user per year. We pay separately for premium support.

Overall, I rate the product a nine out of ten.

We use Zoho CRM for sales management.

It curtails our internal staff time on account workflow automation.

I like Zoho CRM's automatic lead assignment and automated workflows. 

The MCR capabilities have some limitations. 

I have been using this solution for five years.

I rate Zoho CRM nine out of 10 for stability.

I rate Zoho CRM nine out of 10 for scalability.

The customer service is excellent.

Positive

It is user friendly and cost effective

Zoho CRM is easy to setup. The deployment time depends on your requirements. 

We deployed the solution in-house; if anyone needs our help regarding customization, development, and setting up Zoho CRM or Zoho One feel free to contact us. zohoexperts@gmail.com.

There are different prices for different versions, i.e. for Zoho One $37/user/month if pay annually.

We previously evaluated Salesforce.

I rate Zoho CRM a nine out of 10. It's user-friendly and cheaper than Salesforce or most other CRM solutions.