Zoho ContactManager Reviews & Product Details

A tool that allows us to have the whole team working in one place, share contacts, track tasks, send emails and create notes. In addition, we can have all the activities of our customers, suppliers and contacts in a single address book. Know everything that happens with our contacts, be able to visualize all the activities from the same tool. We can see up to the information of the emails sent within our contacts. We receive instant notifications, we can quickly review all tasks and offers from the initial panel through notifications. Also post notes and share them with the team or send direct messages about upcoming meetings. Review collected by and hosted on G2.com.

There is nothing that I do not like this system at the moment, however you can identify that at the beginning I had some setbacks to merge the contacts, but the rest has been easy and very useful. I would like to be able to sort the custom fields or even mix them with the fixed fields in a different way to the alphabetical order and maybe it would be nice to have more integrations. Review collected by and hosted on G2.com.

We can have all our team working in one place, share contacts, track tasks, send emails and create notes in one place. In addition, we can have all the activities of our customers, suppliers and contacts in a single address book. Knowing everything that happens with our contacts, is in our hands. We can visualize all the activities from the same tool. We can see up to the information of the emails sent within our contacts. We receive instant notifications, we can quickly review all tasks and our offers from the initial panel through notifications. Post notes and share them with the team or send direct messages about upcoming meetings. Review collected by and hosted on G2.com.

I could really say that we have not presented problems with this tool so far, the only thing that could be mentioned is that it has too many options and this could be overwhelming at first. Review collected by and hosted on G2.com.

I really like using this software because it is very easy to use, because of this my team can share their contacts in a flexible way, which makes it very pleasant to work with it, it also adapts to our needs and we allow easy tracking of tasks and offers.

I love that I can include notes, photographs, because when working with so many clients, it is difficult for the staff to remember so many things, but with this system the clients can be treated in a more personalized way, because those data help the staff to be more effective I can note that this system has an excellent technical service, very friendly and diligent. Review collected by and hosted on G2.com.

Actually, there is nothing that I do not like about this system, I only had some problems to merge the contacts since I had other software, but the rest has been easy and very useful. Review collected by and hosted on G2.com.

I like the simplicity of the system. The best thing about it is when you use the mobile app your experience is the same as it is on the browser a lot of companies miss that key piece. Review collected by and hosted on G2.com.

I can't find anything so far that i dislike. Review collected by and hosted on G2.com.

One low price for the entire organization. It is simple to use and no learning curve. Some of the other CRM systems that I had used in previous companies (Salesforce, SugarCRM, etc) were powerful but just too complicated.

One other benefit is that everything is included in one price. I wear a few hats so need to contact clients various different emails such as sales@, support@, billing@, etc. I can do this without incurring extra fees. Review collected by and hosted on G2.com.

The only think that I would want is to be able to order the custom fields (or even mix them with the fixed fields) in a way other than alphabetical order. More integrations such as Google Calendar, Tasks, etc. But for the low cost, I cannot complain at all.

One thing I would like added is a simple first letter search for companies. Just have A, B, C at the bottom which takes you to a list of companies starting with that letter. Review collected by and hosted on G2.com.

Simple and easy to use, plus the price is excellent compared to other CRM systems which offer similar or less functionality. Integration between all of the different systems has been wondrous, again simple to connect to 3rd party applications. Review collected by and hosted on G2.com.

Importing can be a little clunky with merging fields etc from other platforms or CSV files, apart from that it works really well. Review collected by and hosted on G2.com.

The platform is easy to use and integrate. you can simply import all of your contacts in minutes. it works the best if you are using zoho environment as your CMR. you can easily share contact with your coworkers. Review collected by and hosted on G2.com.

there is noway to export all of your contacts in one excel file, you can only export 100 at most. Review collected by and hosted on G2.com.

It enhances your ability to keep track of current and potential customers / Clients. Review collected by and hosted on G2.com.

Sometimes with so many suites, it can be a daunting process to get it tailored to your needs. Fortunately, they have great support. Review collected by and hosted on G2.com.

Share all the information regarding the company contacts with all the team.

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As today, I have no complains. It has met all our needs. Review collected by and hosted on G2.com.

Me gusta porque es una herramienta sencilla para ordenar tus contactos, hacer seguimiento y concretar negocios. Review collected by and hosted on G2.com.

Por el momento no tengo comentarios sobre este tema. Review collected by and hosted on G2.com.

It is one of the simplest yet most powerful CRM's available with multiple app's to choose from. Review collected by and hosted on G2.com.

Can't say anything negative - it does what I want and need Review collected by and hosted on G2.com.

The ease of use of all the various suites makes importing and managing tasks simple. Review collected by and hosted on G2.com.

Sometimes with so many suites, it can be a daunting process to get it tailored to your needs. Fortunately, they have great support. Review collected by and hosted on G2.com.

I was able to import my contacts from Gmail. This is a wonderful cloud and within no time i was up and running. what's more i can easily export my contacts to zoho crm. Review collected by and hosted on G2.com.

Duplicates. I still have alot of duplicates contacts. I hope there is a way i can merge all the duplicate contacts. Review collected by and hosted on G2.com.

i am using for test to sync all my contacts Review collected by and hosted on G2.com.

not yet able to sync all gmail contacts. i will try and update you all Review collected by and hosted on G2.com.

Integration with other apps that our organization utilizes. Very Specific, easy to differentiate the contact groupings Review collected by and hosted on G2.com.

I think that all zoho apps should be given the option to auto-note an account's profile page, more often than not, the noting seems to be repetitive and duplicitous. Review collected by and hosted on G2.com.

As a solopreneur, I depend on ZoHo to keep me organized and moving forward. Review collected by and hosted on G2.com.

I need more assistance in the set up and it's been difficult to get the set up support that I need. Review collected by and hosted on G2.com.

Vey simples, It does import from Outlook, Gmail and other platforms very well. Review collected by and hosted on G2.com.

I did not find it yet. In time, I can describe it better. Review collected by and hosted on G2.com.

I'm using it as a market platform to reach potential customer and keep track of the development of communications Review collected by and hosted on G2.com.

I'd like to sync data to crm zoho for task and deals sections Review collected by and hosted on G2.com.

Versatility - Many options to customize and can setup many user defined fields Review collected by and hosted on G2.com.

Too many options... Can be overwhelming at first to get through all of them Review collected by and hosted on G2.com.

The possibility to integrate ZOHO with Mailchimp Review collected by and hosted on G2.com.

at the moment of my review was not possible to have automatical update of mailchimp subscribers Review collected by and hosted on G2.com.

Very intuitive and the card scanner is great Review collected by and hosted on G2.com.

card scanner and search functionality on app needs improvement Review collected by and hosted on G2.com.

How easy it is to manage contacts and set tasks Review collected by and hosted on G2.com.

Nothing as of yet. But I am still learning. The tutorial wasn't very helpful. Review collected by and hosted on G2.com.

Centralization of the database, Multiple access to the data, Data updation by multiple users. Much better than Excel. Review collected by and hosted on G2.com.

There are certain features missing & sometimes it takes too long for the pages to get loaded. The data that is ignored and duplicates is not visible. Review collected by and hosted on G2.com.

only just starting out but thus far it is easy to use Review collected by and hosted on G2.com.

no issues with anything in zoho contact manager as of yet Review collected by and hosted on G2.com.

So far the integration between all of our different systems has been amazing. While we did have support from a very talented vendor, Ari, there was a lot of ground work we needed to do to prep our own software for exporting to Zoho. Barring the challenge of merging contacts, it's been smooth. Review collected by and hosted on G2.com.

The contact merge is a bit clunky and could use more streamlining. Being able to only merge three contacts at a time is clumsy. If there are more than 10 instances of a single contact it becomes REALLY cumbersome to have to go through several rounds of merging. Some instances are fine when there are only two or three but more than that is tough. Review collected by and hosted on G2.com.