Zoho CRM Reviews

The solution's most valuable feature is the ease of navigation.

The solution's feature for forecast has limitations. It could be better. Also, there need to be more features similar to its on-premise version.

I have been using the solution for nine months.

The solution is always stable. I rate its stability a nine out of ten.

I rate the solution's scalability an eight or nine.

The solution's technical team is very helpful.

Positive

The solution's setup process is simple and cost-effective.

The solution's technical team helped us implement it.

The solution is cost-effective. I rate its pricing a four out of ten.

I have evaluated SAP and Salesforce solutions. In comparison, Zoho meets all our business requirements and provides simple navigation.

I rate the solution a nine 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.

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.

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.

We are not using the fully-fledged solution yet as we are still in the process of a full migration. We tested the solution for a year first and found it more user friendly compared to other solutions on the market. 

We use Zoho for our outbound and inbound channels to run marketing campaigns and to manage and track leads coming from those campaigns. We plan to adopt it for our entire sales cycle for customer relationship management. 

The most valuable features include the dashboards, deal tracking, email tracking, notes, managing notes and maintaining databases in one place.

It is a value-addition tool. It gives us the visibility of all the deals which are in place, and allows us to manage and track activities against those deals. 

It would be useful to have some way of mapping organizations that could add more value. If I have X company's database and am trying to create multiple contexts for different entities of the same company, I should be able to map it in such a way that I can see the organization chart.

We have used this solution for one year. 

This is a scalable solution. 

The customer service and support for this solution is great. 

Positive

The initial setup is straightforward. Deployment took two months.

For smaller organizations looking for a CRM solution, it comes at an affordable cost. The sales cycle or marketing cycle can be a bit complex. 

I would rate this solution an eight out of ten. 

We are the product more on the sales leads side of it, for the sales cycle, for creating our customers' contract details and any deals where there are rules involved. We also use it for projections. 

The product is very price-competitive. For startups, it's an absolutely brilliant product to start with. For any small companies of less than a hundred or so people, for SMEs, they are a really good option in the market.

For the most part, the solution is stable. 

I'm not sure that there is scalability potential for enterprises.

We've been using the solution for the last four or five years. 

The solution is stable for a smaller organization.

The scalability may not be up to the level that an enterprise-level company would need. It's more suited for SMEs.

Our entire sales force, which is more than 300 people, is on the solution at this time. 

We do not have plans to increase usage.

We've never had to deal with technical support. I can't speak to how helpful or responsive they are. 

We previously used Microsoft Dynamics 365.

It's a cloud-based solution. There is no setup required, per se. I just need to go and log in. That's it.

There is no technical team needed for deployment and maintenance. 

We don't pay for an individual license. It's part of a complete bundle. 

The pricing is very reasonable. It's not overly expensive. 

I'm a customer and an end-user.

I would recommend it to other users and organizations. 

I'd rate the product at an eight out of ten. 

We primarily use the solution for prioritizing projects.

We're able to easily track messages and notes. 

For management, it's easy to view what is going on. 

The initial setup is pretty fast.

It is stable.

We can scale the product.

It's very customizable and user-friendly.

I'd like the solution to offer more integrations with other products. 

I joined my company about one year ago and have used Zoho since then.

The solution is stable and reliable. There aren't any bugs, and it isn't glitchy. It doesn't crash or freeze. It's pretty reliable. 

We can scale the solution so that it meets our needs. 

Our company is pretty small, so we only have 18 users on Zoho.

At this time, we do not have plans to increase usage. 

I can't speak to how helpful or responsive support is. I've never used them. There is one person that can help us deliver answers to our customers, and they have been fine, as far as I know. 

Positive

I'm not sure if the company used any other similar product previously.

It does not take too long to set up the solution. As long as your bandwidth is good and you are using it out of the box, you can deploy it in a few minutes. 

I'm only a beginner in terms of having knowledge of the product, and therefore I'm not sure what maintenance, if any, is needed. 

I can handle the deployment myself. 

I can't speak to the cost of the solution. I don't handle licensing. 

I'm not sure which version of the solution I'm using. 

I would recommend the solution to other users. 

At this time, I'd rate it nine out of ten. 

The whole pipeline tracking is most useful for us. Our whole pipeline management is where we look for prospects, leads, and conversion processes.

The integration should be more user-friendly. I think the architecture currently is pretty modularized within the Zoho system. We have a CRM and we have projects, and the integration part in previous modules can be better and made easier for end users. That is where we had to use third-party vendor support to help us build those integrations.

I have been using Zoho CRM for the past two years.

I have not had issues for years, so I would say it is reliable.

One of their strong points is that it can very easily scale up.

Technical support is highly responsive and I have not had any issues.

Positive

The setup of Zoho CRM is straightforward.

As with any other solution, try to go out of the box to implement the best practices and use all the features. These are the two things which I would recommend. I would rate Zoho CRM an eight out of ten.