Zoho CRM Reviews

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. 

There should be easy access to feature recommendations in the solution. A public repository can be created for the solution that will comprise all the possible features and use cases of Zoho CRM. Presently, I have to visit the vendor's website to learn about all the extensive features of Zoho CRM. 

Senior employees of our organization, when they are on vacation, fill time sheets once a week or month, but the data cannot be viewed monthly or for a specific range of days in Zoho CRM. The product should introduce a button on the interface to fill the timesheet as a mass entry, it will provide more visibility to the users.

I had to create a document to note which employees are travelling for a specific duration in my organization, Zoho CRM should effectively navigate and convey the features to the customers about multiple data entries. For instance, many employees in our company were manually filling the timesheet for each day by spending 30 minutes, instead of filling an entire range that should take five minutes. 

I have been using Zoho CRM for three years. 

Except for the mass feature, I have never witnessed any features or functionalities of Zoho CRM get hung up or slow down. Initially, I faced some difficulty finding the solution's mass feature. In three years of using Zoho CRM, only once in our company, we noticed a glitch announcement, which was notified beforehand by the vendor due to some planned maintenance or urgent reasons. 

The product has satisfying scalability features. For instance, if you opt for a license for 10 to 25 users of Zoho CRM, and eventually, 500 users are needed, it can be scaled and implemented in a few minutes. 

I would rate the customer support a nine out of ten. The support team was available whenever I reached out to them on issues with the product, and they were knowledgeable enough to resolve them. 

Positive

Zoho CRM offers a fast deployment process. The solution does not require much maintenance; it is handled by the vendor. At our company, we implement internal data maintenance for our own purposes. 

Zoho CRM has satisfying integration capabilities, in our organization the solution was integrated with a few card-swiping machines and it functioned seamlessly. 

Our company started using the solution only by utilizing the HR and team attendance monitoring aspects and it helped us save productive time. At our company, we don't want three or four professionals to work on the same project and still fail to meet the timeline, so we have adopted Zoho CRM to obtain real-time reports once the requirements have been defined, certain report types are already present as options in the solution.

An ROI has been realized by our company in terms of saved time versus purchase cost. I believe an ROI can be realized in terms of cost within a year of Zoho CRM's deployment. 

The licensing model of Zoho CRM is quite easy to comprehend and the pricing is competitive. Zoho CRM is available at a fairly average price. 

In our company, we analyzed Odoo for a limited time. Zoho CRM is more popular and has more customers than Odoo. As Zoho CRM already provides higher capabilities at a lower cost, it has a larger base of loyal customers than Odoo. The user experience is better in Zoho CRM than in Odoo. 

Zoho CRM is also used to automate certain processes in our organization's finance department. Some free trials are offered by Zoho CRM to startups, which attracts more customers to the solution. 

I have noticed that some Generative AI features have been announced for Zoho CRM. The aforementioned feature should be focused on some specific purposes like drafting, template-based dynamic tasks, or any other repetitive tasks. In our organization, we mostly utilize the HR process features of Zoho CRM. I would overall rate the solution a nine out of ten. I would recommend the solution to other users. 

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.

All features of Zoho CRM are valuable.

The user interface, especially the dashboard, offers good navigation. It's not overly complex; switching views and accessing certain features is intuitive. 

For instance, seeing contacts, accounts, and specific data like DDAicloud directly from the dashboard. Customization options are good, allowing users to tailor the dashboard to their needs. Analytics integration is notably excellent.

Analytics integration is seamless with Zoho CRM, offering comprehensive insights without needing to switch between applications. Setting up and deploying the CRM is straightforward, with an intuitive design aiding in navigation and data retrieval. The user interface is well-organized, making it easy to search and access information.

There was a challenge while deploying Zoho when we brought an API code. Because integrations "aren't perfect" for every organization. 

It's really just a small percentage that can achieve high efficiency with a good application.

I would rate the stability an eight out of ten. There is room for improvement. 

I would rate the scalability an eight out of ten. 

The setup process is quite straightforward, particularly for new installations. It's important to ensure that data is secure and users are properly trained. For organizations dealing with large amounts of data, such as one terabyte or 250 GB, preparation is key, but overall, it's a smooth process. 

Setting up involves specifying the organization's username, setting up accounts, and configuring tools and resources. Typically, deployment can be completed within 20 to 30 minutes, making data readily available. This efficiency is crucial for quickly bringing data online and starting to use the CRM effectively.

For technical guys, we have two people, but I am in in-charge and set it up. I actually understand that we get the requirements that we document for some of these people. So, I handle the configuration aspect of it.

Overall, I would rate the solution a nine out of ten. 

If I want to advise the client, the advantage lies in the pricing. Zoho offers good UI, and right from when you're working, you can see everything, handling or not, working together or not. Then, it has AI capabilities as well. We need any information on the system, it's happening by the app and gives view of your performance.

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.

Basically, it handles the entire customer relationship management, from lead generation to creating workflows for assigning leads to other salespersons, generating reports, qualifying leads, etc. It covers the entire lifecycle.

It's easier to share information across the entire organization about prospective sales or ongoing pitches. It's also easier to collaborate with colleagues who have experience in specific industries. They can reach out to me directly, and I can search for relevant information. So it is easier to collaborate and find data across the organization.

It's easy to build workflows in Zoho CRM. It has a low-code solution that helps us create workflows based on our regional requirements and business configurations. That's pretty nice.

Zoho's chatbot feature could be improved. Currently, the chatbot is not very intelligent and lacks the AI capabilities that are now available. There's a need for better chatbots in CRM that would allow for easy data search and referencing.

There's a need for better chatbots in CRM that would allow for easy data search and referencing. The chatbot in Zoho CRM is not AI-enabled. It's a basic chatbot, making it difficult to search for data or perform FAQ searches. If Zoho could introduce an AI-enabled chatbot within the CRM, it would greatly improve the user experience.

I have been using Zoho CRM for a year. 

I would rate the stability a nine out of ten. 

I would rate the scalability of Zoho CRM an eight out of ten. I'm satisfied with how it scales up.

We have around 500 to 600 users. It covers our entire sales organization across different geographies, so the number could be even higher. We are using it to its maximum capacity. 

The initial setup was pretty straightforward and easy. I would rate my experience with the initial setup an eight out of ten, where one is difficult and ten is easy.

I would rate the pricing somewhere in the middle, around six out of ten, where one is low and ten is the high price.

I would advise you to clearly define their functional requirements before starting the deployment process. Having well-defined requirements makes the deployment much easier. If you are looking value-for-money, then Zoho is definitely worth the consideration. 

Overall, I would rate the solution a seven out of ten. 

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.

The main area for improvement is how the solution handles leads. Leads are separated and always tied to a contact, which makes it difficult to maintain leads within a company. This could be handled better.

I have been working with the product for eight to nine years.

The product is 100% stable. We've had no issues with glitches or latency. They also have a mobile app for iPhone and Android that works well. I often use it for calls that are recorded inside Zoho CRM.

Regarding scalability, I'm satisfied with Zoho CRM. As a small company, we don't use it with too many people. It's a SaaS solution, so scalability isn't an issue for us, either in terms of users or number of records.

We've had some experience with Zoho's technical support. They responded pretty fast when we needed help.

Positive

I've used other CRM systems, like SAP and Salesforce, which I found more cumbersome. I've also used HubSpot recently due to integrating with a marketing agency.

The solution's deployment is easy. It takes a couple of hours to look into it and configure it. We spent time customizing it, like setting up email, addresses, and invoice formats. As it's a SaaS solution, it works out of the cloud. Usually, one person is enough to deploy it. The main task is personalizing it for your company. We use it with different companies, and that works fine.

The tool started out quite cheap. It's had some changes with small and medium business subscriptions, but it's still worth the price. I'd say it's priced a bit below the medium range.

I rate the overall solution an eight out of ten. 

I use it for communication, marketing, lead campaigns, sales strategies, telephonic systems, and everything. I can even use Zoho CRM for quotations, and invoices.

The camera feature is valuable because it provides a look and feel. It has a high-user interface where you can build your own drag-and-drop concept. It used to have a prebuilt list format, but it was not a good arrangement. For the last year that the camera feature has been available, you can drag and drop which feed you want to put for the look and feel you want. The feature is available on Creator as well.

The interface is very clear in Zoho CRM.

In Creator, you can do calculations and change another field immediately after you enter any value. If you add the quantity or price in any field, you can immediately change the total in Creator. The same functionality is not directly available in CRM because it is prebuilt. You can get the function using the JavaScript option, but you will have to spend some extra time and effort. Instead, installing that feature in Zoho CRM will be better.

I have used Zoho CRM for three years.

Product support for Zoho CRM is available 24 hours a day. You can email, live chat, call directly or raise a ticket. A person will be immediately available. They provide code or remotely control your system and fix your problem immediately.

When contacting support, sometimes you need to explain why you have these use cases and why you're making a certain integration, and you won't like that question when you have experience with the solution. You would have your intentions and would want to explain your issue to them without being asked, "Why? How?" and "Where?"

However, when it is a regular user, these questions are fine, and you could then rate support a ten out of ten.

Positive

The basic plan has changed from $15 to $25 or $30.

If something is not possible in Zoho CRM, you should go for Zoho Creator. Each Zoho product has its own business type. For example, Zoho Books is used for trading businesses. You should know how the product is used. After that, you can integrate the solutions with each other.

With customer support, Zoho CRM controls your system remotely to fix your problem, while other CRM companies might not start a remote session immediately.

If you think Zoho CRM has many features that are not useful for you, why pay extra for the model you're using? That is a customer's point of view. They have an alternative option called Zoho Bigin, a similar small CRM with hardly four to five models and barely $5 to $6 for the basic plan. And if you want any custom models, that is also allowed. You can also build ten extra models at a lower price, and the features will stay the same. Many options are available, but how your business picks from them is the only concern. The plan is based on your requirement.

Zoho also has its native application, and you can use that same login credentials for any device, whether on Android, Apple, or desktop and mobile apps.

I rate Zoho CRM a ten out of ten.

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.