Zoho CRM Reviews

It is used as a database for customers, contacts, and prospects for sales and marketing.

It is a SaaS product. I am using the most recent version of it. 

It is a central place to store information to use for marketing, tracking activity, and developing sales pipelines and stuff.

I like that it is easy to get data in and out of it. We can export and import CSV files.

I also like that the database is hierarchical, which allows me to be able to look at a parent and multiple children.

There are at least two big pieces. One is just the ability to reorganize the data and clean it up to eliminate duplicates and things like that. It is very manual at the moment. It only gives us certain fields that we can check on. Because of our particular database, it creates a problem. We deal with hospitals, and there are 50 hospitals. It is tough to figure out which one is which. Is it this one or the other one? So, trying to clean things up is very difficult.

I'd like to have more ability to share data fields. The data is structured into different buckets, and I frequently have to create the same field in two different buckets. It would be nice if I could just do a view-only field in another bucket. In my contact bucket, I would like to be able to have just a view-only of the account information so that I don't need to enter it again, which is what I have to do currently.

I have been using this solution for probably six years.

It is stable. It is fine in terms of stability.

It scales well. We have about a dozen users, and it is being used extensively. Any increase in usage would just come naturally with time.

They are medium in terms of wait time and the response itself. From one to five, I would rate them a three.

I can't remember the name, but we had been using a CRM for a long time. We made the switch because of the ability to do more. The old system was too customized. We were looking for something that was more accessible and easy to maintain and that had more standard features.

It was straightforward but nonetheless difficult. It took weeks.

It is lightweight in terms of maintenance. Its maintenance is taken care of pretty much by me. I also have a consultant.

We used an external consultant.

It is around $1000 a month.

I would rate it a seven out of 10.

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 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.

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. 

Zoho CRM can be used by both registered users and potential users. We use it for creating and managing modules, email broadcasting and integrating with email marketing tools, etc. We also use it for data sharing between users.

What I like about Zoho CRM is that it's simple to use.

A more user-friendly interface is what I'd like to see in Zoho CRM.

I've been using Zoho CRM for over three years now.

I find this solution stable.

Zoho CRM is a scalable solution.

The technical support for Zoho CRM is good.

Zoho CRM has a straightforward installation.

I evaluated Salesforce.

I wasn't involved in the installation of Zoho CRM.

We have 30 users of Zoho CRM within our organization, and we have two technicians that we work with, who are engineers. There is a possibility that we'll increase the number of users of this solution.

I'm giving Zoho CRM a rating of seven out of ten.

It helps in quickly working on the opportunities. It is very user-friendly, and we can quickly create opportunities and quotes.

It is customizable. We have customized the CRM according to our needs.

Sometimes, there are technical glitches. When we add product details, the information disappears. It can be improved from this aspect. Some of the bugs also need to be resolved.

They can improve the mobile app. They can add more functionalities to the Zoho CRM mobile app.

I have been using this solution for the last two years.

It is stable.

It is scalable.

Their technical support is really good. We haven't had any issues so far.

Its initial setup is very easy.

We used a third-party service provider for the setup.

Compared to other CRMs, it is very cheap.

We evaluated Salesforce and NetSuite from Oracle. We chose Zoho CRM because it had similar features but at a better price.

I would definitely recommend this solution to others. It is the best solution for small and medium enterprises.

I would rate Zoho CRM an eight out of 10.