Zoho CRM Reviews

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.

The lead management, build management, and workflow management are valuable features. We have loading sites. The database and lead management are high-speed, based on analytics. You will understand the leads, the years it takes, the type, and the conversion rate. B management also seems to be readily configured with a work log, which is also very helpful.

Zoho CRM integrates directly with teams. For instance, when you receive leads through Zoho Support, you can seamlessly integrate and maintain those leads within Zoho CRM. This makes it a hassle-free and efficient process tool for managing leads in the market.

Zoho CRM mobile app mobile application is on the fly. Wherever you go, it follows you. It can be accessed everywhere. This increased the productivity from eight to twenty percent.

The reporting for developers should be improved.

I have been using Zoho CRM for six months. We are using both CRM and HRMS modules.

The product is stable.

I rate the solution’s stability a ten out of ten.

The solution is scalable. The role has been separated into management and media, starting from one user to 1000 users. 8% of users are using Zoho.

We cater the solution to all types of businesses.

I rate the solution’s scalability a ten out of ten.

The initial setup is complex. It depends on the nature of the business. This involves managing business processes with varying degrees of customization. The customer needs to deal with customization to create a tailored solution.

Deployment depending on the complexity of the business takes from seven to eight weeks.

I rate the initial setup an eight out of ten, where one is difficult, and ten is easy.

The product is affordable.

I rate the product’s pricing a three out of ten, where one is cheap and ten is expensive.

Zoho CRM is a good solution. We use its features, particularly for the more technical aspects. Since it is a low-priced platform, it tends to be the best option.

Overall, I rate the solution an eight out of ten.

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.

The login process could be improved as some users find it unfriendly. The documentation could also be more user-friendly and better organized.

I have been using the product for three years. 

I rate the tool's stability a nine out of ten. 

Zoho CRM is a SaaS solution, and we haven't faced any performance issues. My company has seven users. We plan to use it up to 10 users and increase the use of Salesforce. 

The customer success team is very helpful, especially during the onboarding process, where they provide a good demo and assist with any questions. Although we have had only a few support queries, the responses have been very helpful.

Positive

Before using Zoho CRM, we didn't use a specific CRM solution but relied on manual Excel spreadsheets to capture opportunities. We didn't evaluate other vendors before choosing Zoho CRM. The decision to go with Zoho CRM was influenced by its ease of access, simple sign-up process, and effective trial system. The billing process is straightforward, as it can be handled directly with a credit card without going through a distributor, although we can work with one. These aspects made Zoho CRM a good fit for us.

The initial setup was straightforward and seamless, especially the onboarding process, which I found very user-friendly. I recently started a new trial, and the experience was smooth, from signing up to logging in and onboarding users. However, I faced some challenges when implementing more advanced features, like setting up territories. Although I was able to get support through online resources and documentation, the documentation itself could be improved. It could be more user-friendly, and sometimes, finding the right document or instruction is difficult, as information is spread across different places. This is an area where I think they could make improvements.

The deployment process for Zoho CRM typically takes me about two to three hours. I start by signing up as the master user, then proceed to set up privileges and permissions, especially if different territories are involved. After setting these up, I onboard users into the appropriate user groups. Following this, I train the users on how to create opportunities and the rules and logic they need to follow. Finally, we ask them to enter their data and customize the required reports. This is the typical flow I follow for most deployments.

One person can do the deployment since our use cases are not complex. 

We did the deployment in-house. 

Zoho CRM has provided organizational value. It has greatly improved sales productivity by eliminating the need for manual report creation and data updates. The CRM serves as a single source of truth, automating forecasting and reporting tasks.

I rate the product a four out of ten. The cost for Zoho CRM is not fixed; different editions are available, and the features depend on the edition chosen. Some capabilities, such as integrating with workflows, might incur additional costs, but these are well-documented and not hidden.

I rate the overall solution an eight out of ten. If you are considering using Zoho CRM, my advice is to make the most of their trial period to explore the features and see how they fit your needs. You can extend the functionality with Zoho's support and determine the required version and features. For instance, these are available in the enterprise edition if you need AI capabilities. Testing the CRM with a small group of end users as a pilot before moving to full production is also a good idea. 

Another point to consider is the pricing plans; you can choose between monthly or annual payment options, so select the one that suits you best. Zoho CRM also offers credits that can be used to purchase additional add-ons from their ecosystem. The product allows you to download your data if you decide to move away, so it’s not a completely closed platform.

We get different requirements and use cases because most of our clients use CRM for their businesses.

We can customize the solution the way we want to. We built a ChatGPT extension. It has some capabilities of building its own widgets with respect to CRM. We can integrate it with any web application. We also created SalesInbox, which is a mailing feature. We can set up our mailbox with Zoho CRM. We get updates from Zoho CRM whenever we send out an email. It tells us whether the person viewed the email or clicked on any links.

One of the best features of the solution is data sharing. We can create our own rules even if we have configured the standard rules. We can have a different rule setup where we can assign rules based on value and give data-sharing permissions.

Some of our clients could not develop their requirements using the product. Custom solutions made more sense than doing it on CRM.

I have been using the solution for four years.

The solution is stable. I rate the stability a nine and a half out of ten.

The product is scalable. If we have a large number of users and data, we can request Zoho for a dedicated server for an additional cost.

The initial setup is easy for a small business. A medium business will have to customize the product before creating it. An enterprise will have to look at a lot of things like integration with the data and third-party applications.

The time taken for customization and development depends on the business. If it is a small business, we can start within two or three days. Medium businesses that need more customization can deploy the solution within one to two weeks. Large businesses with a large number of users would take a couple of months to deploy the solution.

Zoho CRM provides Standard, Professional, Enterprise, and Ultimate plans. We do not recommend Standard and Professional plans to medium and enterprise-level businesses because we cannot do customizations like integrations or writing custom functions in these plans. 

Standard plans start at $20 per user in the USA and EUR 20 in Europe. Professional plans cost $35 per user in the USA and EUR 35 in Europe. Enterprise plans cost $50 per user in the USA and EUR 50 in Europe. Enterprise plans cost $65 per user in the USA and EUR 65 in Europe.

We have a sales process. When we get a lead, we qualify the process based on our criteria, budget, time frame, and whether it is the right fit for us. If all the criteria match, we try to convert the lead into a prospect, do a business study with the development team, and send the proposal out once the requirements are closed and finalized. Then we get a confirmation on whether we are going ahead with the project. If we get the project, we will create a project on Zoho. If not, we will close the deal.

Some businesses have a lot of different requirements, but the clients I have dealt with, except for one, everyone is on Zoho. The product is deployed on the cloud. Overall, I rate the solution a ten out of ten.

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. 

Zoho CRM has been a really good product. From a basic CRM perspective, we use it to maintain the details of our company's customers.

In its entirety, I do not see or cannot really think of any specific feature I found valuable from the entire product. The product helps keep the sales cycle clean, and one can also get an entire snapshot of it.

Currently, there is no need for further improvement as the solution has successfully met our requirements. We have utilized it across various industries, effectively segregating them by different sectors, including enterprises and small businesses. It has proven to be a good solution.

The customization options for roles in Zoho CRM are currently limited. While the platform offers extensive coverage for various industries and business sizes, there is room for improvement in terms of providing more roles and enhancing customization capabilities within those roles.

I have been using Zoho CRM for a year and a half. My company is a customer of Zoho.

Stability-wise, I rate the solution an eight out of ten since there have been no issues. It has been pretty stable.

In the case of adding leads, the solution is quite scalable because they have different modules for lead management, deal management, and account management. So it's quite easy to add leads, but from the perspective of adding users, we have had to keep it limited since it's a tight bunch of people who use it. So, I do not know about its scalability.

Around 20 people in my department use the solution.

I did not contact Zoho's technical support. However, there are some people who have contacted Zoho's technical support in our company. So, the response time was quick, but then they required a few iterations to resolve some of the issues.

There are a couple of CRMs in the market. I have used Salesforce CRM and Zendesk, apart from a few other solutions. My favorite ones till now have been HubSpot, Salesforce, and Zoho. Presently, I started using Microsoft 365, but then it's too recent for me to be able to compare it with Zoho.

The solution's initial setup process was simple. Zoho does provide a demo before helping with the setup process. Then, there are a lot of integrations that one can do. So it's been pretty simple.

On a scale of one to ten, where one is a high price and ten is a low price, I rate the pricing a five. However, the pricing is fine because we chose the enterprise plan as a private limited company. So from a pricing perspective for enterprises, it's fine. Also, enterprise pricing has been, more or less, very similar for all CRM products. I can say this because we have always subscribed to enterprise pricing.

I rate the overall product an eight to eight and a half out of ten.

We've implemented this product for some of our clients and because of its flexibility, there have been several different use cases. I've implemented it as a true CRM where you capture leads, and convert them into your contacts, accounts and deals. You create proposals, and contracts, and then integrate them with some of the other Zoho packages. For other clients, we've taken the core concepts of the Zoho package and configured it for the healthcare industry. We are customers of Zoho and I'm a company director.

This product is highly configurable which gives it more of an edge over some of the competitors because a lot of software packages just have the contacts, the accounts, and the deals kind of functionality. But what Zoho allows you to do extends way beyond that, enabling graphically built workflows, and the writing of customized scripts if required. Within the Zoho ecosystem, there is a lot of different packaging that can be used quite nicely with the CRM solution and integrated with it.

The system is very secure with good scalability. Unlike many patient management systems, it's designed for contact and interaction with the customer. Other systems are generally designed for coding all of the episodes which doesn't add as much value to the customer.

There are certain functions that have occasional performance issues including workflow automation that can result in backlogs. It's been less of a problem recently.

I've been using this solution for four years. 

The solution is reasonably stable.

The solution is highly scalable. 

If it's a standard CRM implementation, then it's mid-range complex because there's almost too much functionality out of the box. Some customers try to implement all of the functionalities and it can get messy really quickly if it's not thought through properly from the beginning. It's best to have two or three people involved in a mid-size implementation. 

We have ROI which has come from improving performance without increasing the head count. The system has a lot of automation which means that you don't need as many people to run it, especially in the contact center environments and any health environments as well.

Licensing costs are pretty much in line with competitors such as HubSpot. It's way cheaper than the Saleforce's of this world in terms of what you get for your money. And as mentioned, Zoho has different pricing structures as well. Quite a lot of customers go for the Zoho One package which allows you to get your CRM as well as your financial system and your HR system. It has around 40 applications included. It's a big bundle and you pay around 35 pounds per user per month. The caveat is that if you want to get it at that price you need to have everybody in your business signed up to Zoho. If you don't do that, then I think the cost is 100 pounds per user per month. 

If you compare Zoho to Salesforce, for example, Salesforce process management engine is a little bit more powerful than Zoho. You can call from one workflow to another workflow within Salesforce, but you can't do that easily within Zoho.

When you're designing any integrations with CRM, you really need to think about your API limits so that you're not blowing those too quickly. It needs to be properly thought through. Arguably, that needs to be done for any system that you're designing and building.

It's important to think about your requirements and how you want to manage your data. As a tool, I think it's very good. Some people have bad experiences with it, but that's a result of bad configuration rather than the product. In my experience it's solid.

I rate this solution nine out of 10. 

We have around 500 to 1000 employees using this solution. The purpose of the CRM is to maintain relationships with our customers and to always stay connected in the most efficient way. Zoho CRM helped me to manage leads and opportunities and to use the dashboard and reporting features for better sales and growth.

The most valuable features are the lead, opportunity and task management as well as dashboard creation, reporting, contact management and campaigns.

We would like to always email users as soon as any new features are launched. 

I have been using this solution since 2016.

This is a stable solution. 

It is scalable solution.  

Our IT team usually handle issues first before we contact their support team. When we have contacted them, they have responded quickly. 

Positive

The initial setup was straightforward. It took between six to nine months. 

If you are using this solution for the first time, I would recommend that you start in a separate sequential manner with the contact management and then move onto leads and opportunities. This logical approach will drive you the proper use of the software.

In a future release we would like to have this tool available on an app based platform so thats users can update data in real time. 

I would rate this solution a nine out of ten because it functions well.

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.