Zoho CRM Reviews

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. 

Private Cloud

Other

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.

Private Cloud

Other

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. 

Public Cloud

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.

Public Cloud

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 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 Zoho CRM primarily for customer management, lead management, and deals management.

Zoho CRM provides excellent value for money. It offers substantial features for its price point. Specifically, the leads and deals modules, as well as integrations, are very effective.

The analytics and AI suggestion features need improvement.

I have been using Zoho CRM for five years.

I find the solution to be stable without any glitches.

Zoho CRM is fully scalable.

I believe the technical support is very good, and I rate it a nine out of ten.

Positive

Since Zoho CRM is a SaaS solution, there was no installation needed.

I rate the pricing as a five out of ten, as it offers good value for money.

Regarding improvements, the analytics part and AI suggestions are the two main areas that need improvement. Overall, I rate the solution an eight out of ten. It would be better if the review remains anonymous. The email will be used solely for internal use, and my name can be on the review, but my company name and email ID should remain hidden.

Public Cloud

Other

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.