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.
Business Development Manager at Computer Learning centre
Simple to use, scalable, and stable CRM software with good technical support, but it needs a more user-friendly interface
Pros and Cons
- "CRM software that's simple to use, with good technical support, scalability, and stability."
- "This solution needs a more user-friendly interface."
What is our primary use case?
What is most valuable?
What I like about Zoho CRM is that it's simple to use.
What needs improvement?
A more user-friendly interface is what I'd like to see in Zoho CRM.
For how long have I used the solution?
I've been using Zoho CRM for over three years now.
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What do I think about the stability of the solution?
I find this solution stable.
What do I think about the scalability of the solution?
Zoho CRM is a scalable solution.
How are customer service and support?
The technical support for Zoho CRM is good.
How was the initial setup?
Zoho CRM has a straightforward installation.
Which other solutions did I evaluate?
I evaluated Salesforce.
What other advice do I have?
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.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Client Partner at a tech company with 1,001-5,000 employees
Although Zoho CRM is easy to use the social collaboration platform needs to be improved
What is most valuable?
Zoho reports
How has it helped my organization?
We were using SharePoint to hold, maintain, manipulate and manage the data but it was time consuming and a difficult process. Zoho CRM by contrast is easy to use, customizable and you don’t need training to use it.
What needs improvement?
Social network integration. I would suggest the following
- Somehow they need to integrate LinkedIn again on Zoho, where users can connect the LinkedIn profile of contacts added.
- The social collaboration platform needs to be improved with more enhanced features.
For how long have I used the solution?
More than two years.
What was my experience with deployment of the solution?
No issues encountered.
What do I think about the stability of the solution?
No issues encountered.
What do I think about the scalability of the solution?
No issues encountered.
How are customer service and technical support?
Customer Service:
Only chat is available, connecting over the phone is impossible. Some of the questions I had trouble getting answers to were:
- How to fetch reports
- Initial training links
- Integration of different Zoho products.
- Best practices about how to use Zoho CRM
It’s Ok, again it's only chat support.
Which solution did I use previously and why did I switch?
I was using SharePoint but it's difficult to manage and consumes lots of time and effort.
How was the initial setup?
It's very simple, just watch the video and customize it as per your requirements.
What about the implementation team?
It's a cloud based platform.
What was our ROI?
Sales have increased by 10-15%.
What's my experience with pricing, setup cost, and licensing?
It's a cloud based platform.
Which other solutions did I evaluate?
We also looked at Pipeline, and SalesForce.
What other advice do I have?
Use its free trial for three users first and try adapting the plug'n'play feature.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
Zoho CRM
April 2024
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
769,789 professionals have used our research since 2012.
Skip Tracer | 10+Years Specializing in Unclaimed Money | Find Unclaimed Money | Finding Heirs at AURFS Pty Ltd trading as Money Catch
Excellent CRM
What is most valuable?
Ability to work out the CRM and customize it, without too much help.
How has it helped my organization?
Complete customer relation management with the ability to add further apps if needed.
What needs improvement?
None
For how long have I used the solution?
7 years
What was my experience with deployment of the solution?
None
What do I think about the stability of the solution?
No
What do I think about the scalability of the solution?
No
How are customer service and technical support?
Customer Service:
As a paid user the wait is usually around 48 hrs, it would be great as a paid user to always be able to have support 24/7. By any methods. 8.5 Star rating
Technical Support:Excellent
Which solution did I use previously and why did I switch?
Salesforce, switched due to their prices was excessive and Zoho CRM was excellent.
Which other solutions did I evaluate?
Yes, Professional - we have tailored the crm to our needs
Disclosure: I am a real user, and this review is based on my own experience and opinions.
ASM at a computer software company with 11-50 employees
Cost effective CRM that saves costs through cloud hosting and ability to pay as you go
Pros and Cons
- "The support response time for this solution could be improved."
What is our primary use case?
We use this solution for log collection as well as for recording leads and data.
What needs improvement?
The support response time for this solution could be improved.
For how long have I used the solution?
We have been using this solution for nine months.
What do I think about the stability of the solution?
This is a stable solution.
What do I think about the scalability of the solution?
This is a scalable solution.
How was the initial setup?
It wasn't very easy because the solution was new to us, so we took the time to understand the solution itself and the installation.
What's my experience with pricing, setup cost, and licensing?
Being able to have the solution in the cloud has made this a cost effective solution for us as we don't need to invest in hardware.
If you compare the pricing with SAP, it is well priced and you are able to pay as you go.
Which other solutions did I evaluate?
We evaluated another CRM called TCS iON but we chose Zoho.
What other advice do I have?
The Zoho salesperson we dealt with was really good and supported us. I would recommend Zoho to other users.
I would rate this solution an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: reseller
Regional Channel Manager at a tech services company with 11-50 employees
Customizable, inexpensive, and perfect for small and medium enterprises
Pros and Cons
- "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."
How has it helped my organization?
It helps in quickly working on the opportunities. It is very user-friendly, and we can quickly create opportunities and quotes.
What is most valuable?
It is customizable. We have customized the CRM according to our needs.
What needs improvement?
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.
For how long have I used the solution?
I have been using this solution for the last two years.
What do I think about the stability of the solution?
It is stable.
What do I think about the scalability of the solution?
It is scalable.
How are customer service and support?
Their technical support is really good. We haven't had any issues so far.
How was the initial setup?
Its initial setup is very easy.
What about the implementation team?
We used a third-party service provider for the setup.
What's my experience with pricing, setup cost, and licensing?
Compared to other CRMs, it is very cheap.
Which other solutions did I evaluate?
We evaluated Salesforce and NetSuite from Oracle. We chose Zoho CRM because it had similar features but at a better price.
What other advice do I have?
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.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
VP of Development at a marketing services firm with 51-200 employees
Zoho is a very good CRM system to use to start out, but you may find that you outgrow the functionality.
Valuable Features:
Inexpensive
Integrates well with Google Apps for business
Easy to use; easy for team to adopt
Robust reporting features
Useful across all areas of our business (from management to sales to support)
Room for Improvement:
Doesn't integrate well with Outlook
Took a while to set the system up properly (to reflect our business needs)
Not many apps that we can use to add on.
Other Advice:
My company started with Zoho because it was a very affordable alternative to Salesforce, and I'm very happy with our decision. However, as we continued to grow, Zoho did not have all the features we needed to successfully track our sales cycle, so we ended up switching to Salesforce (and this transition. . .whew. . .it was a doozy and took nearly a full week to have everything in order). It's a very good system to use to start out, but you may find that you outgrow the functionality.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Developer at a tech company with 51-200 employees
Great CRM product
Valuable Features:
I love that Zoho CRM has an API allowing remote retrieval and update of CRM info. I also like the fact that one can add custom fields.
Room for Improvement:
Can't think of something I dislike about Zoho - CRM.
Other Advice:
I use Zoho - CRM as my customer management tool. I am dealing with a few hundred customers. I have easy access to account info, contact info, recent notes and activities, and problem tickets.
Towards the end of last season's project, I wrote a script to calculate revenue from each customer. I did not have to manually update the CRM, since Zoho provide a cool API able to retrieve and update CRM data. Recommended!
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Nice Explanation.
Truely Zoho CRM enables you to track Sales and Marketing activities in clicks and it is designed for organizations with simple to intemediate requirements.
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Updated: April 2024
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Good Article!
I understand that the ZohoCRM took a while to set the system up properly (to reflect our business needs), as it's not just a software but it's a process to implement CRM or ERP in an organizaion.