Zoho CRM Reviews

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 are in the IT business, where we use Zoho CRM for marketing purposes.

Zoho CRM is very simple and easy to use.

Since Zoho CRM is not made for the enterprise kind of company, its stability for enterprise businesses could be improved.

I have been using Zoho CRM for almost one and a half years.

Zoho CRM is a stable solution for mid-scale businesses.

Around 150 users are extensively using Zoho CRM in our organization.

Zoho CRM's technical support has a fast response time.

Zoho CRM's initial setup is straightforward.

Zoho CRM takes hardly around one and a half months to deploy. We used a consultant for the solution's deployment. One or two people are required for the solution's deployment on the OEM side. It's a remote, template-based configuration where you just have to insert the company name.

Zoho CRM has a subscription-based license, which is not too expensive.

Based on our requirements, we have already taken the POC from Salesforce and SAP. It's not about the technical comparisons. It is about the commercial impact of the solution on your system.

Compared to Zoho CRM, Salesforce is very good software.

Salesforce is useful for enterprise kind of businesses. However, Zoho CRM is a good solution for companies that require a CRM application that is easy to handle and use. Zoho CRM is not too costly.

Zoho CRM is a cloud-based solution.

Zoho CRM is a good solution for the mid-market section. It's very useful and easy to handle for marketing people. It is also very good in terms of the administrative part, which is handled by the IT team.

Overall, I rate Zoho CRM a nine out of ten.

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.

We're using multiple Zoho products. We use it a lot for Google Sheets. 

We are actually using it for the database, for the customers, so that we know what should we do and what we are supposed to do, what are the current status is for sales, et cetera. We can define the strategy and figure out what we should do with the Zoho CRM. If we need to add some description to the customer we can just pop it in.

In general, the solution works well. It's great for keeping track of customers and adding in details. 

There's no installation required. 

We'd like the solution to be less expensive. 

I've used the solution for about one year. 

I haven't been using the solution for very long. That said, I've never had any problems with stability just yet. 

The solution is scalable. It's easy to buy modules. 

We might increase usage in the future. We might get more licenses. 

I'd rate the ability to scale a six out of ten. 

We have an IT tech team that takes care of troubleshooting or reaches out to support. That's not an aspect of the product I can handle. 

We did not previously use a different solution. 

It's very easy to get going with the product. There is nothing to deploy. Everything is in the cloud. You go to the website and get a username and password. 

I'm not sure what the licensing costs of the product are. I don't deal with payments. 

I'd rate the solution five out of ten. 

We are using CRM to help the sales team to capture their leads and process the leads, converting them to customers.

There are many features that capture customer data. It's great that we can start with new customers and create leads. By capturing customer data, we can also do some segmentation and provide various kinds of service to our customers.

It is easy to set up.

While Zoho products have been updated and they have introduced many features, sometimes the information about new features is not there. Sometimes we have to try it ourselves and discover by trial and error to get to know what the new features are as well as the function or benefit.

Support could be more knowledgeable. 

We want to integrate the product with WhatsApp or social media or chat, WeChat. We'd like something like ChatBox as people are no longer using email to communicate. They are now using direct messages. Zoho needs to get involved with this.

I've been using the solution for four years. 

It's quite stable. I haven't seen any problem within the last four years. It's reliable and the performance is good. It doesn't crash or freeze. 

The solution scales well. We can expand it as needed. 

At the moment, we have six people in our company using it. 

It's quite extensively used as it helps sales and it has integration with finance. If the customer has settled the payment, the system will know. 

Support is okay. Sometimes you can email or chat with them. However, sometimes they are not quite as knowledgeable as we would like them to be.

We did not previously use a different solution. 

The initial setup is pretty straightforward. We don't need to do customization very much. We can just use it pretty much straight away, and it's very easy to get going with it.

We were able to deploy within three days. 

We only need one or two people for deployment and maintenance. 

We can do it in-house. However, if your company needs to have certain customizations, they have many consultants that are able to help.

You do not need a license. They have a subscription model for payments. 

I'd recommend the solution to other users and companies. It's very convenient as this product can be used on your mobile phone. It's not only the web apps. It's the mobile apps as well that also help the sales on the field to do their work with ease.

I'd rate the solution eight out of ten.

We use Zoho CRM for pipelines, proposals, and deals.

We have a sales meeting every week where we look at things, see where they are in the hopper, and talk about money for business development and campaign management. 

We don't use it as a full customer relationship management solution as most people would because not everyone in the company has a license for it. Only individuals are involved in sales, bids, and proposals.

From a forecasting standpoint, we've been able to improve our pipeline and reporting. And we've combined two tools into one. We used to have a forecasting or pipeline product called Pipefy. We were able to do so because it is done in Zoho CRM.

The whole forecasting and pipeline management is very good.

It's a very easy tool to use.

The only thing I noticed was that it does not support multi-country operations. In Canada, for example, we do not use the term "state," but rather "province," and we do not use zip codes, but rather "postal codes." Those are things that cannot be changed.

They are constantly releasing new features, such as visibility to non-users. They've already addressed that with a feature that allows people to see sales contests and results of sales promotions, as well as who's selling the most.

They are not required to have a paid license, which is convenient. There are some people who only need to catch an occasional glimpse. The way it works is it's all-or-nothing. But that's how they're all. There is nothing new there.

I have been working with Zoho CRM for six months.

We are using the Professional version with approximately eight users.

We are working with the most recent version.

I don't have any issues with both the stability and reliability of Zoho CRM.

It did not become the world's second-largest CRM system without being scalable.

Zoho CRM is very scalable and has a lot of out-of-the-box integrations, which I'm seeing a lot in the entire software platform. It's a far superior experience to those where you have to pay every time you want to do something different.

This solution is used by eight people in our organization. It costs around $50 per month per user. We intend to double the number of users within the next year.

Technical support has always been good. I would rate it a four and a half out of five.

They have now regionalized, and I no longer have sole support from India. They have help from people in the United States. Years ago, this was a major issue for them. As a result, they made significant corrections.

In terms of hardware, I am still using Meraki. I haven't strayed far from that. Our team also has a slew of solutions that they've been deploying for penetration testing and threat detection.

I guess the biggest thing I've seen recently is XDR, EDR, and MDR solutions, such as SentinelOne, CrowdStrike, and Red Canary.

I know a lot about ServiceNow. I don't know anything about Jira.

We compete against ServiceNow.

We switched because it was going to be too much work for two people. Pipefy was only there for a short time. They claimed to have a CRM, but not to the extent that Zoho CRM does. We were also quite interested in the integration.

Zoho CRM can communicate with QuickBooks, Harvest, and other accounting software programs, as well as ITSM software. Because Zoho offers an ITSM help desk solution as well. As a result, we wanted to keep it in one type of organization. And it's been working out great for us.

It was very straightforward. It was very good.

I'd rate it a four or four and a half. I tried some other solutions, such as Salesforce and NetSuite, and it was the best fit for our organization's size.

I created some sample companies and demonstrated how to set up accounts. Then the girls who do the proposal and pipeline meetings just picked it up. They were up and running in about a half-hour.

It takes a couple of hours a week to maintain this solution. I don't have anyone dedicated to the backend. That's what we heard when we looked into Salesforce and a few other companies there is a high level of customization required.

I installed it myself without any training.

We did it ourselves, but we did collaborate with a local integrator because I wanted someone I could call on. I didn't want to be talking to someone in another country if we got into trouble. I worked with a Toronto-based company to get the licensing. If we have any special requirements, I go to them.

We pay a subscription. The license is the subscription where we pay $50 per month per user.

Zoho CRM pricing is very affordable.

There are no costs in addition to the subscription fees.

We researched Salesforce and NetSuite. Those were the two largest ones we looked at, but they weren't a good fit in terms of size.

I don't do anything with hardware. My last six months have been focused on ITSM tools. Ivanti, Cherwell, and a new one we just discovered, Halo, which you might find very interesting. Halo is going to completely transform the market.

That is primarily what I do as an ITSM,  Information Technology Service Management solutions. I just got a demo of a very interesting tool that does service discovery and relationship management to assist in the creation of a CMDB for an ITSM solution.

I haven't looked at Rackmount servers.

It's very straightforward and easy to use, with a lot of customization options and good integrations. I work as an IT software consultant, naturally, I'm going to be biased, however, it has proven to be extremely effective.

I still give the overall product a 9 out of 10. Good flexibility, excellent support, ease of implementation, and low cost.

We offer real estate services in Eygpt. Zoho CRM is an all-in-one solution for us. We use the solution for both CRM and finance. Our commissions paid to our salespeople go through the CRM and our clients are managed through the solution. 

Currently, we have three branches with a total of 100 users including tool management, agents, finance, HR, and marketing. Our usage will increase in the future as we are starting a new branch.

With Zoho CRM we have detailed reports which provide measurements and KPIs. Being able to measure the daily performance of the agents, their call time, duration, and lead tracking has improved our organization in terms of effectiveness and efficiency.

The most valuable solution of Zoho CRM is lead management and analytics. It has a powerful analytics tool.

Zoho is always providing updates to the tools. The most recent update provided improvements to the admin panel and council.

There are two things I would like to see from Zoho CRM. The first would be to include a calling feature that is connected to our call center. Second, I would like financial targeting and how to measure targeting for the sales agent to be connected better with bookings.

In addition, Zoho CRM requires easier API integration with Facebook and Google, especially in terms of lead generation. Salesforce has cloud listening or social listening on other platforms like Twitter and Facebook, it would be great if Zoho included these marketing solutions too.

I have been using Zoho CRM on a daily basis for nine months.

Zoho is a very scalable solution.

We struggled with technical support but have managed our way through it by using a consultant here in Egypt.

Prior to Zoho CRM, we used a custom-made solution that was developed in-house and was based on ASP.NET. We decided to check if we had the capability to do a custom-made solution or if it was better to get one with customization. Zoho fit our new strategy so we made the switch.

The initial setup of Zoho CRM was complex due to the structure of our commission, which is based on sales. 

The deployment took us three months using our own consultant called Zocube. Having our own consultant has helped us manage and improve the system as we use the solution. They have provided excellent service.

We have four managers managing and maintaining the system and the whole experience.

We have an annual license fee that costs $12,000. 

We evaluated Salesforce but found Zoho had greater flexibility so we could customize as we go. The interface is very easy for our agents and the mobile solutions that Zoho provides are amazing. 

If you are looking to implement Zoho CRM you need a good consultant and you need to know exactly the cycle that you need to implement.

I rate this solution a seven out of 10 because there are more features that are going to be available in the future. Some we have not explored yet.

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.