IT Central Station is now PeerSpot: Here's why

Zoho CRM OverviewUNIXBusinessApplication

Zoho CRM is #2 ranked solution in top Opportunity Management tools, #3 ranked solution in top Sales Force Automation tools, and #5 ranked solution in top CRM tools. PeerSpot users give Zoho CRM an average rating of 7.8 out of 10. Zoho CRM is most commonly compared to Pipedrive: Zoho CRM vs Pipedrive. Zoho CRM is popular among the large enterprise segment, accounting for 59% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a computer software company, accounting for 33% of all views.
Zoho CRM Buyer's Guide

Download the Zoho CRM Buyer's Guide including reviews and more. Updated: July 2022

What is Zoho CRM?

Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management.

Zoho CRM Customers

JetHub, Anderson Sales Advantage, ActionCoach, Milagro Advisory Group, TECO Pneumatic, Proteomics Consult

Zoho CRM Video

Archived Zoho CRM Reviews (more than two years old)

Filter by:
Filter Reviews
Industry
Loading...
Filter Unavailable
Company Size
Loading...
Filter Unavailable
Job Level
Loading...
Filter Unavailable
Rating
Loading...
Filter Unavailable
Considered
Loading...
Filter Unavailable
Order by:
Loading...
  • Date
  • Highest Rating
  • Lowest Rating
  • Review Length
Search:
Showingreviews based on the current filters. Reset all filters
it_user236508 - PeerSpot reviewer
Lead, Marketing Research & CRM Activities at a tech services company with 51-200 employees
Consultant
It's made our lives easy as our entire sales organisation use this product, but the automation features are at a very basic level.

What is most valuable?

  • Campaigns
  • Reports
  • Mobile app

How has it helped my organization?

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

What needs improvement?

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

For how long have I used the solution?

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

Buyer's Guide
Zoho CRM
July 2022
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: July 2022.
621,593 professionals have used our research since 2012.

What was my experience with deployment of the solution?

No issues encountered.

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

No issues encountered.

How are customer service and support?

Customer Service:

It's poor.

Technical Support:

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

Which solution did I use previously and why did I switch?

No previous solution used.

How was the initial setup?

It was straightforward.

What about the implementation team?

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

What was our ROI?

It's 60%.

What's my experience with pricing, setup cost, and licensing?

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

Which other solutions did I evaluate?

  • Marketo
  • Eloqua 10
  • Hubspot etc.

What other advice do I have?

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.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeerSpot user
Client Partner at a tech company with 1,001-5,000 employees
Vendor
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

  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.

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:

  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.

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.
PeerSpot user
Buyer's Guide
Zoho CRM
July 2022
Learn what your peers think about Zoho CRM. Get advice and tips from experienced pros sharing their opinions. Updated: July 2022.
621,593 professionals have used our research since 2012.
it_user158703 - PeerSpot reviewer
CEO at a consultancy with 51-200 employees
Consultant
Pipeline management and reports are great. I'd like to see better tools for email campaigns.

What is most valuable?

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

How has it helped my organization?

Stronger pipeline, increase in revenue and profit

What needs improvement?

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.

For how long have I used the solution?

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.

What was my experience with deployment of the solution?

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

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

No

How are customer service and technical support?

Customer Service:

5 out of 5

Technical Support:

4 out of 5

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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.

What was our ROI?

Cost / revenue is about 0.75% in 1 year.

What's my experience with pricing, setup cost, and licensing?

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

Which other solutions did I evaluate?

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

What other advice do I have?

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

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeerSpot user
Skip Tracer | 10+Years Specializing in Unclaimed Money | Find Unclaimed Money | Finding Heirs at AURFS Pty Ltd trading as Money Catch
Vendor
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.
PeerSpot user
it_user999 - PeerSpot reviewer
VP of Development at a marketing services firm with 51-200 employees
Vendor
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.
PeerSpot user
it_user6579 - PeerSpot reviewer
it_user6579Engineer at a tech services company with 1,001-5,000 employees
Consultant

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.

See all 2 comments
it_user507 - PeerSpot reviewer
Developer at a tech company with 51-200 employees
Vendor
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.
PeerSpot user
it_user6579 - PeerSpot reviewer
it_user6579Engineer at a tech services company with 1,001-5,000 employees
Consultant

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.

Buyer's Guide
Download our free Zoho CRM Report and get advice and tips from experienced pros sharing their opinions.
Updated: July 2022
Buyer's Guide
Download our free Zoho CRM Report and get advice and tips from experienced pros sharing their opinions.