Zoho CRM Reviews

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 as our CRM and also for collecting data when clients come to us. We also use the solution to create appointments and manage information.

What I like best about Zoho CRM is the web form feature. I find Zoho CRM forms excellent.

Pricing for Zoho CRM could be improved because it is expensive.

My company also needs some analytics, so it would be good if Zoho CRM had built-in analytics. The company is now looking into a different solution for analytics, such as Google Analytics or Zoho Analytics. Whichever is better, my company will use.

I've been using Zoho CRM for two years.

Zoho CRM is a stable platform.

I have yet to experience scaling Zoho CRM.

We have yet to use any technical support for Zoho CRM because companies nowadays, Zoho included, have so many videos that let us solve issues without contacting support.

My company also uses Google but has more users in Google than Zoho CRM because Google has many free solutions, while Zoho CRM is a paid solution.

Setting up Zoho CRM was easy, so it didn't take so much time. The setup process took hardly a day or so to complete.

We didn't use consultants to implement Zoho CRM for the company. We had volunteers trained in IT, who had good knowledge, so if we found difficulty, we asked the volunteers to help us.

Zoho CRM is an expensive tool.

My company uses a CRM solution, Zoho CRM.

Only a few users access Zoho CRM in the company, just two or three. My company has no plan to increase the platform users because Zoho CRM is a paid tool, and my company has limited funds.

Based on what I'm using Zoho CRM for, my rating for it is five out of ten.

We use Zoho CRM for pipeline follow-ups. Our customer database is on the tool, so we use Zoho CRM to record customer data, the dates of client meetings, and when we did the POCs. All data we have on Zoho CRM are also shared with our customers. We also use Zoho CRM to predict how many sales we can do per quarter and year. These are our use cases for the tool.

The most valuable feature of Zoho CRM is emailing. You can send emails to customers directly from Zoho CRM. The marketing team in my company uses this feature, and it's effective.

What needs improvement in Zoho CRM is the UI. It needs to be more user-friendly. I like Salesforce better than Zoho CRM in terms of the UI, so if Zoho CRM can make some UI changes, that would make the tool better.

I've been using Zoho CRM for a long time, more than five years.

I didn't have issues with Zoho CRM stability-wise. It has good stability.

Zoho CRM is a scalable tool.

As we never had any problems with Zoho CRM, we never had the chance to open a ticket with the technical support team.

We only used Zoho CRM within our company.

I'm unsure of how straightforward or complex the setup of Zoho CRM is because I'm just a user. It's the technical team who deployed the tool within my company.

Zoho CRM was deployed in-house by the technical team.

I have no information about the pricing for Zoho CRM because the finance department handles that.

I'm using Salesforce at times. Some of my customers use Salesforce as well.

My company uses Zoho CRM internally.

My company is a customer rather than a seller or distributor of Zoho CRM.

I'm using the latest version of Zoho CRM because the tool has regular updates, so my company has the newest version.

Around forty-five to fifty people use Zoho CRM within the company. My company has a team that handles the maintenance of the tool.

I'm rating Zoho CRM as seven out of ten because its UI needs improvement.

We use Zoho to track customer requests and our test orders.

Customer tracking, order management, sales tracking and PO tracking provide efficiency. It's similar to what I have used in Salesforce before.

Zoho could be more user friendly by improving the UI of the interface. 

Our business has been using this solution for a couple of years. 

This is a stable product. We have had a couple of instances where it has struggled to load which was possibly due to maintenance taking place. 

This is a scalable solution. 

I have not needed to contact the support team. 

Positive

I used Salesforce previously when I worked at a different company. Salesforce is more user friendly but Zoho is more flexible and agile. Zoho are faster in releasing new features. 

The initial setup was straightforward.

The in-house team set up this solution. They are technical experts and complete all our automation.

This solution is less expensive than Salesforce. 

I would recommend Zoho to others. 

I would rate Zoho an eight out of ten. 

We are using Zoho CRM to book appointments with the sales team. The leads come directly on the website, they schedule a meeting, and then it comes to Zoho CRM. There is another way leads come from, such as online social media channels or sales team engages with them. Once a deal is closed, it goes to the accounting software and creates invoices directly. Additionally, the solution can give estimates or quotations.

Zoho CRM has a location-based feature where if I'm visiting certain customers in a day, it can indicate to me the most efficient route. However, this is if the location of all the offices or places is updated, it saves my time. The calendar in Zoho CRM is synchronized with Google Calander which is very useful for me.

The solution has all the features I want, and it is quite simple. The process to use it is easy.

Zoho CRM has a rule engine or a place where you can set certain rules. That's not evolved very much. They could improve this within the platform.

There are automation or workflow features that could be improved or evolved. In the solution, I can do a lot of operations, but it has certain limitations in its flexibility.

I have been using Zoho CRM for approximately three years.

Zoho CRM sometimes can be slow, but it is not a hindrance for us because it's not a critical requirement for us that it has to load within certain milliseconds. The speed could improve in the future. 

It is overall a reliable solution.

The scalability of Zoho CRM is good, you can add more people and upgrade the solution regularly.

We have approximately 10 salespeople using the solution.

I was in contact with the Zoho CRM support and I needed some help with the integration with Zoho CRM and other solutions. The support was good, they were able to answer all my questions.

I have used other solutions previously, such as ERPNext and Matrix.

The reason why we are using Zoho CRM is that it's straightforward. It's easy to consider. Matrix has many features, similar to Zoho CRM or even more. However, my team found some complexity to work with it. The Matrix may have project management, task management, and other complex modules, but they are not needed or critically required for the sales roles that we are doing in our business.

The staff preferred what is simple and sufficient that caters to our requirements, and this was Zoho CRM.

The initial setup was easy once you understand the system and its purpose of it. Deploying and doing the configuration can be done in approximately one or two weeks. There was not a traditional installation because the solution is on the cloud, you subscribe and then configure it for your needs.

We did the implementation of the solution ourselves. Zoho CRM has features of taking backups regularly. We do not do it on our own, we only have to do configuration. We don't do any maintenance, there is not any external maintenance required.

The subscription plan that I have doesn't have certain features that I would like. If I had more flexible features to add certain types of data or modify existing data points, I can use the solution more effectively in certain ways. For example,  it has a task productivity model where I can create all the tasks for myself, but certain tools are open text, and it's very difficult to group items when you have open text or unstructured data. If I could define this type of task I do in a day, then it can help a lot to understand how my workload is or what kind of work I'm doing. I could plan better for the future days.

The price of  Zoho CRM is already competitive, but we would always like to have a better discount. Most of the features are included in the price but if we want the extra features then we have to purchase them.

My advice to those wanting to use the solution is to first understand conceptually how CRM systems work. It becomes much easy to if you go with the flow. If someone knows how the sales process works, then it's very easy to configure Zoho CRM.

I rate Zoho CRM an eight out of ten.

This solution can be used for a lot of things. They have a number of modules for you to enter for your customer contact. You are also able to use it for analytics and monitoring. 

There are also many modules on the business side. You can integrate your database for different sales and marketing pitches, and you can integrate it with your call center which makes it easy to log complete details of your customers - you can even contact your customers for relationship management!

One of the most important features is that it's a cloud base and, it's also quite cheaper when compared to other solutions. Zoho CRM is customizable as per your requirement and, the Zoho team is able to help you to customize the CRM based on your requirements, and you can integrate to any third-party solution.

I would like to see more integrations and customization options in the next release.

I have been using Zoho CRM for about two years.

It's a stable product. Initially, not so much. There were a lot of hiccups and failures when they were first starting out, but they have made improvements and are now quite stable.

This is a scalable product, especially since it is a cloud-based product. We currently have around two hundred to two fifty users working in the CRM.

There were issues with the tech support, we were not able to get through to them in order to get the issues resolved. But, over a period of time, maybe a year and so, it's become better for the most part, though sometimes we still have trouble getting through to them.

We used an in-house CRM initially but switched to Zoho CRM because it had much more features.

The initial integration was pretty straightforward so we were able to the start using the CRM pretty quickly. However, the integrations and customizations took some time to set up.

We implemented the solution in-house and have two administrators and one manager in there for maintenance. We need three guys because we have made a lot of customizations and integrations.

There is an annual license.

We evaluated Salesforce CRM, though I am unsure why we went with Zoho.

I would recommend Zoho CRM to any business that requires a lot of integration, customization, and reconstruction on the core side.

I would rate this product an eight out of ten overall.

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.

It is used as a database for customers, contacts, and prospects for sales and marketing.

It is a SaaS product. I am using the most recent version of it. 

It is a central place to store information to use for marketing, tracking activity, and developing sales pipelines and stuff.

I like that it is easy to get data in and out of it. We can export and import CSV files.

I also like that the database is hierarchical, which allows me to be able to look at a parent and multiple children.

There are at least two big pieces. One is just the ability to reorganize the data and clean it up to eliminate duplicates and things like that. It is very manual at the moment. It only gives us certain fields that we can check on. Because of our particular database, it creates a problem. We deal with hospitals, and there are 50 hospitals. It is tough to figure out which one is which. Is it this one or the other one? So, trying to clean things up is very difficult.

I'd like to have more ability to share data fields. The data is structured into different buckets, and I frequently have to create the same field in two different buckets. It would be nice if I could just do a view-only field in another bucket. In my contact bucket, I would like to be able to have just a view-only of the account information so that I don't need to enter it again, which is what I have to do currently.

I have been using this solution for probably six years.

It is stable. It is fine in terms of stability.

It scales well. We have about a dozen users, and it is being used extensively. Any increase in usage would just come naturally with time.

They are medium in terms of wait time and the response itself. From one to five, I would rate them a three.

I can't remember the name, but we had been using a CRM for a long time. We made the switch because of the ability to do more. The old system was too customized. We were looking for something that was more accessible and easy to maintain and that had more standard features.

It was straightforward but nonetheless difficult. It took weeks.

It is lightweight in terms of maintenance. Its maintenance is taken care of pretty much by me. I also have a consultant.

We used an external consultant.

It is around $1000 a month.

I would rate it a seven out of 10.