Zoho CRM Reviews

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. 

Public Cloud

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.

Public Cloud

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.

Public Cloud

• 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.

Customer Service:

It's poor.

Technical Support:

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.

Zoho reports

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.

Social network integration. I would suggest the following

1. Somehow they need to integrate LinkedIn again on Zoho, where users can connect the LinkedIn profile of contacts added.
2. The social collaboration platform needs to be improved with more enhanced features.

More than two years.

No issues encountered.

No issues encountered.

No issues encountered.

Customer Service:

Only chat is available, connecting over the phone is impossible. Some of the questions I had trouble getting answers to were:

1. How to fetch reports
2. Initial training links
3. Integration of different Zoho products.
4. Best practices about how to use Zoho CRM

Technical Support:

It’s Ok, again it's only chat support.

I was using SharePoint but it's difficult to manage and consumes lots of time and effort.

It's very simple, just watch the video and customize it as per your requirements.

It's a cloud based platform.

Sales have increased by 10-15%.

It's a cloud based platform.

We also looked at Pipeline, and SalesForce.

Use its free trial for three users first and try adapting the plug'n'play feature.

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

Customer Service:

5 out of 5

Technical Support:

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;

Ability to work out the CRM and customize it, without too much help.

Complete customer relation management with the ability to add further apps if needed.

None

7 years

None

No

No

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

Salesforce, switched due to their prices was excessive and Zoho CRM was excellent.

Yes, Professional - we have tailored the crm to our needs

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)

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.

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.