Zoho CRM Reviews

It is a good CRM product compared to Salesforce, HubSpot, and many others. It is user-friendly and easy to use for beginners. They can utilize it properly and navigate it to upload and view information.

The platform has a valuable lead qualification feature. It helps us set sales parameters and decide whether the lead is positive or negative.

The product's scalability and stability need improvement. 

We have been using Zoho CRM for one year.

Sometimes, our team members encountered system downtime. It could work better. I rate its stability an eight out of ten.

We have four Zoho CRM users. I rate its scalability an eight out of ten. It needs improvement.

Zoho is better than HubSpot in terms of user interface. It has good scalability. We can navigate it as per our requirements. It integrates all the information well with other departments.

The initial setup process is simple.

Our network administrator implemented the product in our organization.

I rate Zoho CRM an eight out of ten.

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.

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.

I use the solution to manage the contracts with the vendors.

The solution's most valuable feature is notification.

Whenever I have to add a contract, it shows multiple lines on the screen. It isn't easy to proceed further in this case. They should improve this particular feature in the solution.

I have been using the solution for six months.

I rate the solution's stability a seven or eight.

The solution's price is lower than other software.

I rate the solution an eight out of ten.

Leads, pipeline management, reports and Zoho CRM have excellent customer support

Stronger pipeline, increase in revenue and profit

Zoho CRM has room for improvement when it comes to building email templates and mass email campaigns. The Campaign section could also be stronger along with capabilities to run telemarketing without doing too much customizing.

We did work with SalesForce for 10 years but changed to Zoho CRM 4 years ago. Main reason was simplicity and far better price and performance.

Deployment is very easy and smooth. No hassle at all.

Service lever is no issue. Zoho posts a continuously Health Service dashboard and has great performance.

No

5 out of 5

4 out of 5

We did previously work with salesforce.com but SF was far too complex according to our needs. We choose Zoho CRM due to workflow capabilities and how we could integrate Zoho CRM with Convert Customer marketing automation.

Zoho works straight out of the box. Easy to start with, easy to customize to our own sales process and workflow. Simple and well functionality when it comes to creating report.

Cost / revenue is about 0.75% in 1 year.

Internal labor cost $2000. Running cost $210/month

We evaluated SalesForce.com, Sugar CRM, and Zoho CRM.

Evaluate carefully against your own needs, then select a vendor. If needed, team up with a vendor specific specialist;

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. 

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.

• Campaigns
• Reports
• Mobile app

Tracking the leads, contacts & campaigns over Zoho CRM made our lives easy as our entire sales organisation use this product.

Automation features for the Zoho Campaigns are at a very basic level as compared other marketing automation tools in the market these days.

I've used it for two and a half years.

No issues encountered.

A couple of times the reporting API for one of my team members got corrupted, and it took a day for tech team to fix it.

No issues encountered.

It's poor.

Poor, as they don't answer you call or emails at first your first attempt.

No previous solution used.

It was straightforward.

Since it's a SaaS based product there was just a demo from the sales person.

It's 60%.

It was somewhere around US$12 for per user, over the period of time the tarrif has changed with revised rates.

• Marketo
• Eloqua 10
• Hubspot etc.

This is good product for a startup company with minimal features, good for data management on CRM but there is nothing called automation with this.