Zoho CRM Reviews

My current users use Zoho CRM to manage customer relationship management. They upload leads, customers, and contact details. After that, they make calls, meetings, site surveys, and appointments. Then, they create quotations, transfer these quotations into workflow processes, and finally, create invoices to manage collections.

For CRM, I train myself to use Odoo and Zoho CRM, but in my current job, I supervise my developers' team and make customization for CRM to serve my company. The ERP I use is an application called Dolibarr, which is totally free and has 87 modules and is open source, and I use it for all my needs in my company.

I run Zoho CRM applications because I work as IT director and IT consultant for some companies, some of which are running in Dubai and use Zoho CRM for finance and operation departments. I travel to Dubai many times to make installation, implementation, and train the team on how to use Zoho CRM. Before that, I study myself and make big points to train the staff on how to use this application.

What I appreciate about Zoho CRM is the customization. You can customize everything—what you sell, be it products, services, or projects. You can customize every step in your business.

Zoho CRM has many valuable automation features such as auto-reply, auto-mail, and reminders for customers about last offers and upcoming processes. While I have not extensively worked with automation, I have seen invoices automatically direct emails to customers.

I primarily use Zoho CRM to track the sales funnel, allowing me to monitor the progress of leads and opportunities. 

Over the past three years, I've used Zoho in various capacities, especially for setting up a basic team to start tracking leads and opportunities.

Zoho CRM is flexible due to its integrations, like with Zoho Campaign, helping integrate marketing efforts with CRM processes. It offers a no-cost entry with the ability for three users to use it at no charge, which is beneficial for startups to explore the platform without financial strain. This enables me to start using the platform, handle opportunities, and get a feel before committing financially.

It's primarily for a custom manufacturing company, so it's B2B and not transactional; it's more consultative. We are in the defense, oil, gas, and energy sectors.

Some of the best features of Zoho CRM include the open architecture; it's fairly easy to modify it to your business process without having to get professionals involved.

The Blueprint and the Workflows are probably a lot of what is used in our sales and follow-up process; because it's more consultative or custom creation, the post-sales follow-up activities using tools help.

The integration of Zoho CRM with other tools adds value to our operations by allowing our salespeople to connect telephone conversations and meetings into the CRM, making one source of information all centralized, which is just helpful for peer review.

We use Zoho CRM for opportunity management, lead management, customer data and contact management, and campaign integration. We also integrate it with external systems for agency campaigns.

What I like most about Zoho CRM is its configurability. We can adapt it to our needs in terms of the sales process. It has automation capabilities, but we mostly use it as a static system, except for sending emails and information about updated products.

The integration capability is very good. We've integrated it with other Zoho products like Books, Projects, and Expenses. It also integrates well with external tools like HubSpot and other marketing tools, so there's a lot of potential there.

For all remote employees in our organization, Zoho CRM is used for tracking the leave applications and monthly reports can be generated automatically without any manual intervention.

Before using Zoho CRM, our company had to collate and consolidate data manually which used to be a troublesome task. Just to complete the leave calculation, our company had to pay employees late or make assumptions about the presence of employees for upcoming working days, which minimized the visibility, which was solved using Zoho CRM. 

Every time an employee logs in for the day, it gets reflected in Zoho CRM for our company, as the login devices have been integrated beforehand. The solution allows our company to download all the attendance data at the end of the month for salary processing. 

The solution has enabled our companies to easily apply for leaves, track mode of work, and similar aspects. The hybrid model regulation, which involves three days of work from the office and two days of work from home in our company, can also be tracked and implemented effectively using Zoho CRM. The login and logout times of each employee of our company are also recorded by Zoho CRM for productivity calculations. 

Zoho CRM is essential, especially for salespeople. It's about understanding customer interactions. For example, it allows you to track how many deals a salesperson has closed or lost and provides a comprehensive view of customer interactions. This includes the ability to schedule meetings, view invoices raised, and even process payments for clients.

The platform supports various business types, enabling them to manage orders effectively and maintain high-quality customer interactions. Zoho CRM also facilitates needs analysis, helping businesses with organizational analysis to improve efficiency.

For lead management, automation is key. It enables us to efficiently handle leads from our marketing department and ensure they are properly integrated into our sales pipeline. Zoho CRM's automation features make it easier to manage these leads without manual intervention, streamlining the process from initial contact to conversion.

Integration depends on the specific applications in use. Zoho CRM offers extensive integration options, including direct integrations with popular applications and the flexibility to connect with others via API calls. This enables us to seamlessly combine CRM data with other systems and web applications, enhancing our overall business processes.

Zoho CRM provides flexibility. Most Indian customers choose Zoho because of its pricing. Also, HRMS is user-friendly.

We use Zoho CRM to manage all leads, from lead generation to converting them into prospects and then providing services.

Zoho CRM integrates easily with customer service workflows. Many people are working with Zoho CRM due to the existing migration. It offers a hassle-free integration experience, and the time frame to complete the integration varies depending on complexity but generally does not exceed APAS standards.

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.