Zoho CRM Reviews

We are using Zoho CRM to book appointments with the sales team. The leads come directly on the website, they schedule a meeting, and then it comes to Zoho CRM. There is another way leads come from, such as online social media channels or sales team engages with them. Once a deal is closed, it goes to the accounting software and creates invoices directly. Additionally, the solution can give estimates or quotations.

Zoho CRM has a location-based feature where if I'm visiting certain customers in a day, it can indicate to me the most efficient route. However, this is if the location of all the offices or places is updated, it saves my time. The calendar in Zoho CRM is synchronized with Google Calander which is very useful for me.

The solution has all the features I want, and it is quite simple. The process to use it is easy.

Zoho CRM has a rule engine or a place where you can set certain rules. That's not evolved very much. They could improve this within the platform.

There are automation or workflow features that could be improved or evolved. In the solution, I can do a lot of operations, but it has certain limitations in its flexibility.

I have been using Zoho CRM for approximately three years.

Zoho CRM sometimes can be slow, but it is not a hindrance for us because it's not a critical requirement for us that it has to load within certain milliseconds. The speed could improve in the future. 

It is overall a reliable solution.

The scalability of Zoho CRM is good, you can add more people and upgrade the solution regularly.

We have approximately 10 salespeople using the solution.

I was in contact with the Zoho CRM support and I needed some help with the integration with Zoho CRM and other solutions. The support was good, they were able to answer all my questions.

I have used other solutions previously, such as ERPNext and Matrix.

The reason why we are using Zoho CRM is that it's straightforward. It's easy to consider. Matrix has many features, similar to Zoho CRM or even more. However, my team found some complexity to work with it. The Matrix may have project management, task management, and other complex modules, but they are not needed or critically required for the sales roles that we are doing in our business.

The staff preferred what is simple and sufficient that caters to our requirements, and this was Zoho CRM.

The initial setup was easy once you understand the system and its purpose of it. Deploying and doing the configuration can be done in approximately one or two weeks. There was not a traditional installation because the solution is on the cloud, you subscribe and then configure it for your needs.

We did the implementation of the solution ourselves. Zoho CRM has features of taking backups regularly. We do not do it on our own, we only have to do configuration. We don't do any maintenance, there is not any external maintenance required.

The subscription plan that I have doesn't have certain features that I would like. If I had more flexible features to add certain types of data or modify existing data points, I can use the solution more effectively in certain ways. For example,  it has a task productivity model where I can create all the tasks for myself, but certain tools are open text, and it's very difficult to group items when you have open text or unstructured data. If I could define this type of task I do in a day, then it can help a lot to understand how my workload is or what kind of work I'm doing. I could plan better for the future days.

The price of  Zoho CRM is already competitive, but we would always like to have a better discount. Most of the features are included in the price but if we want the extra features then we have to purchase them.

My advice to those wanting to use the solution is to first understand conceptually how CRM systems work. It becomes much easy to if you go with the flow. If someone knows how the sales process works, then it's very easy to configure Zoho CRM.

I rate Zoho CRM an eight out of ten.

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.

Zoho CRM is a small component and it is used to monitor our internet services.

The most valuable feature of Zoho CRM is its ease of use.

The solution can improve by having a policy that allows us to integrate with the cloud.

I have been using  Zoho CRM for approximately three years.

I have found Zoho CRM to be stable.

Zoho CRM is a scalable solution.

We have four IT personnel that are using the solution regularly. We do not plan to increase the usage at this time.

We have not contacted technical support.

The initial setup was straightforward, and the whole process took me one day.

We did the implementation in-house.

We have four engineers for the implantation and maintenance of the solution.

We pay for an annual license to use this solution.

I would recommend this solution to others for small businesses.

I rate Zoho CRM a six 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. 

Zoho CRM can be used for ECommerce, customer management, and lead management. You can create flow strategies on how to manage everyone, including your customers.

Zoho CRM is easy to use and easy to understand.

The mobile application is a little complicated and could be simplified.

I have been using Zoho CRM for approximately two years.

The solution is stable.

I have found Zoho CRM to be scalable.

We have more than 150 people using this solution in my organization.

The support is very good, they will support you at any time during regular business hours.

I have previously used LeadSquared and Kreato. LeadSquared seemed a little simple than Zoho. Zoho is a very powerful tool and has a lot of features. You don't have these features with LeadSquared and Kreato.

It is cloud-based there is no installation.

There is a license required for this solution.

There are some other solutions that have compatible features to Zoho CRM, though I have not used them, such as, HubSpot and Salesforce.

I would recommend this solution to others.

I rate Zoho CRM 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. 

We use Zoho to track customer requests and our test orders.

Customer tracking, order management, sales tracking and PO tracking provide efficiency. It's similar to what I have used in Salesforce before.

Zoho could be more user friendly by improving the UI of the interface. 

Our business has been using this solution for a couple of years. 

This is a stable product. We have had a couple of instances where it has struggled to load which was possibly due to maintenance taking place. 

This is a scalable solution. 

I have not needed to contact the support team. 

Positive

I used Salesforce previously when I worked at a different company. Salesforce is more user friendly but Zoho is more flexible and agile. Zoho are faster in releasing new features. 

The initial setup was straightforward.

The in-house team set up this solution. They are technical experts and complete all our automation.

This solution is less expensive than Salesforce. 

I would recommend Zoho to others. 

I would rate Zoho an eight 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.