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

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.

Public Cloud

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.

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

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. 

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.

I primarily use Zoho CRM for downloading documents, managing customers and managers, and reporting.

Zoho CRM's best feature is its reporting.

The process of creating reports is not very user-friendly - it takes time, and it's confusing.

I've been working with Zoho CRM for a year.

Zoho CRM is stable and secure.

Zoho CRM is scalable.

Zoho's technical support could be faster and better at solving issues.

The initial setup was really easy, and the deployment was fast.

I would recommend Zoho CRM to other users and rate it eight out of ten.