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Zoho CRM Reviews & Product Details


What is Zoho CRM?

Get ready to sell smarter, better and faster with Zoho CRM. With over 150,000 happy customers, Zoho CRM is enterprise ready with advanced features like Page Layouts, Sandbox, and advanced customization options that include Conditional fields, Lead Scoring and Business process mapping. Our expanded multichannel support for phone, email, live chat, social media, and in-person meetings make Zoho CRM the most tightly integrated system on the market. Zoho's AI-powered sales assistant, Zia, provides advanced interpretations, solutions and predictions for salespeople. Your sales team will now spend more time selling and less time entering data with the help of workflow automation, real-time notifications and built-in gamification.

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Zoho CRM Profile Details

Zoho CRM Profile Details

Languages Supported
Bulgarian, Chinese, Croatian, Czech, Danish, Dutch, English, French, German, Hebrew, Hindi, Hungarian, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, Vietnamese
Vendor
Zoho Corporation Pvt. Ltd.
Description
Zoho offers beautifully smart software to help you grow your business. With over 15 million users worldwide, Zoho's 33+ products aid your sales and marketing, support and collaboration, finance and recruitment needs - letting you focus only on your business.
Company Website
Year Founded
1996
HQ Location
Pleasanton, CA
Phone
+1 (888) 900-9646
LinkedIn® Page
www.linkedin.com
Employees on LinkedIn®
7,029
Twitter
@Zoho
Twitter Followers
46,440
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Customers Using Zoho CRM

Amazon
CDW
Health Sherpa
Mayvenn
Triplemint
CourseHorse
The Global Work & Travel Co.
Thinkful
Dragon Innovation
Matchnode
KiteDesk
Heimdal Security

Zoho CRM Reviews

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1-50 of 1051 total Zoho reviews
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Zoho review by Jansel Daniel A.
Salesperson
Retail
Enterprise
(5001-10,000 employees)
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Verified Current User
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"ZohoCRM is the best CRM in the market"

What do you like best?

We really like how easy it is to make sales forecasts with zohocrm, mainly because we can organize depending on the kind of client we are working with, be it a construction client or a financial client. Zohocrm is perfect for the handling of feedback, and to segment our clients depending on their usefulness as such. It is perfect for text analysis, and trend.

What do you dislike?

We do not like that zohocrm does not allow us to track business expenses, or that we can not manage our online communities. It also does not allow to openly handle what would be sales projects, so you can not do marketing campaigns with this CRM, unlike many others that are inclined towards sales management, and its automation.

Recommendations to others considering the product

Zohocrm has left us fascinated from the first moment we started using it. We recommend it a lot to manage contracts with construction clients, and to make sales forecasts, or collect feedback. We are very satisfied with its use, and we will continue with it. It is also recommended to store documents.

What business problems are you solving with the product? What benefits have you realized?

Thanks to the fact that we use zohocrm we are in a greater harmony with our clientele. Its multichannel communication system keeps us properly communicated, and now it is much easier for us to perform scheduling, and manage contracts. Zohocrm has an excellent social media integration that we have not achieved so far in other platforms of its kind.

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Zoho review by Marineli Josefina O.
Salesperson
Retail
Enterprise
(1001-5000 employees)
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Verified Current User
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"ZohoCRM will help us compare varieties of metrics"

What do you like best?

What most caught our attention and we liked was the issuance of invoices, and if we want more functions for them we can integrate Zoho invoice to the platform (something totally innovative). We also like its fully updated database and its historical control of each of the contacts we have. It is used for sales management.

What do you dislike?

Our team realized that it does not offer us the options to make a correct expense tracking. The influence tracking of this platform is very tedious and difficult to use. Your contact management has technical failures that take some time to be resolved. There is no specific option for household tracking.

Recommendations to others considering the product

It is recommended for all those who want to improve communication and collaboration between staff of different positions in your company, all this thanks to a software package (under the model of software as a service) administrative and management. It also brings together business applications, productivity and collaboration. Highly recommended for those who want to start in this world.

What business problems are you solving with the product? What benefits have you realized?

Our company always had problems with email marketing. We never found a platform that would allow us to do it in a good way, but now with ZohoCRM we can do it in a fast, efficient and intelligent way. We can also capture potential customers something that previously we also failed. Another problem we solved was communication. Now we can even chat live.

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Zoho review by Erick C.
Sales Manager
Retail
Enterprise
(5001-10,000 employees)
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Verified Current User
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"Zohocrm has helped us a lot with lead management"

What do you like best?

What we liked most about using Zoho CRM is that it offers us many facilities when segmenting our customers. It is excellent for marketing automation, and to organize and prioritize each lead depending on what you can offer us as a customer. Something we also like about Zoho CRM is its customer interaction tracking system, and its user-friendly interface.

What do you dislike?

It bothers us quite how complicated it is to make forecasting with zohocrm, and the fact that it does not offer enough options for project management, which ends up making it unusable for this. However, it lacks many options for managing finances, such as an expense tracking system or household management.

Recommendations to others considering the product

We highly recommend using zohocrm, mainly to organize and segment each of our clients in a detailed and organized manner. We find it excellent to recommend it to small businesses, due to its price of $ 12 per month. We recommend it a lot to perform quoting management. The truth is that Zoho CRM has fascinated us.

What business problems are you solving with the product? What benefits have you realized?

Zoho has solved many of our problems. Thanks to the use of its multi-channel communication system we can be much more communicated than before to our customers. We think that its integrated chat system has helped our team to be better coordinated, and that is something we are quite satisfied with.

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Zoho review by Darlene M.
Head of enterprise commercial management
Pharmaceuticals
Small-Business
(11-50 employees)
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Verified Current User
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"Improve your sales by attracting potential customers"

What do you like best?

I like Zoho CRM because it contains an infinity of features that are very useful to develop shocking sales solutions, it is also very easy to understand and put into operation. I find it an excellent help to find potential clients because it allows to carry out real-time communication with them either by chat or video in a fast and safe way, this software contains everything necessary that a CRM should have, such as: emails , live chat, telephony, data enrichment, predictions about potential clients, tasks, everything is great and it ensures that the work team's time is much longer, keeping all the tasks organized

What do you dislike?

Sometimes I use the mobile application but I do not like it to slow down or crash and not update in real time. The customer service does not seem the best and is very important to improve

Recommendations to others considering the product

It really is excellent software for customer management, attract and track potential customers, allows us to carry out important sales being monitored and also keep everything in order, saving time for other tasks. If your work team does not carry the best communication, Zoho CRM will help to improve that inconvenience and will put your team active to achieve improvements for the company

What business problems are you solving with the product? What benefits have you realized?

Mainly it helps a lot in tracking potential customers in a simple and fast way, it helped us to keep the organization of the team saving time to mount our campaigns and complete tasks. Also that allows us to keep track of the deals made with our customers

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Zoho review by Michelle W.
Administrator
Mid-Market
(501-1000 employees)
Validated Reviewer
Verified Current User
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"ZOHO CRM REVIEW: A Rmarkable CRM Solution"

What do you like best?

I like every aspect about Zoho CRM because it is truly an amazing and easy to manage CRM solution. The technical team of ZOHO CRM also pleases me because it handles our issues in a timely manner. Also, the installation processes of this fantastic CRM solution is honestly very easy. It is a likeable CRM solution that everyone should consider.

What do you dislike?

No Cons at all about ZOHO CRM. It is honestly a reliable tool that has been a life safer to us.

Recommendations to others considering the product

Customer relationship management is something that you should take very seriously for the growth of your company. Zoho CRM is the most amazing and affordable software that you should always choose for the task. The simplicity of Zoho CRM is another thing that will make you happy.

What business problems are you solving with the product? What benefits have you realized?

With Zoho CRM, we are able to manage our customers and keep them close to our company. We talk to them regularly and solve issues on time. It is the customer relationship management solution that we have ever used in our amazing company.

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Zoho review by Ruben L.
Mobile Lead
Enterprise
(1001-5000 employees)
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"Zoho CRM has an extensive system of assistance and web analytics"

What do you like best?

It is a tool created to properly manage lead management within web pages. It also includes integrations with chat tools and web analytics. It is worth highlighting its excellent performance identifying trending content and in the respective marketing automation, and it has an easily updatable budgeting system. We really like its facility to create bills issues.

What do you dislike?

It lacks a screen to manage projects and compatibility with social networks, which limits it to a large extent. In addition, its tool to segment users presents some errors. The notifications of this tool usually tend to fail so it is recommended to correct this error. We do not like its integration with mailing softwares.

Recommendations to others considering the product

Zoho CRM is considered as an excellent tool for website assistance, not only because of the automation functions it offers, but because it does not require a significant investment to acquire its services, ideal for small digital marketing agencies. We recommend it mainly for the simple thing that it is to take historical records of each contact and company, and for how easy it is to do commercial follow-ups with it.

What business problems are you solving with the product? What benefits have you realized?

It facilitates interaction with users through direct messages and email marketing, generating feedback between user and leads. In addition to this, it facilitates the positioning of the content of our page as trending. Zoho CRM is also integrated with any device. It has helped us a lot to bring better controls of the commercial team, and allows us to properly manage the email template shipments.

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Zoho review by Josibeth G.
Sales Manager
Retail
Enterprise
(1001-5000 employees)
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Verified Current User
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"ZohoCRM is ideal for all kinds of small business"

What do you like best?

Your task management is very organized and simple. Its integration into social networks is excellent, as are its feedback collection processes. It has a good integration of live chat, with which it is much easier to communicate in a timely manner. Has a good task management.

What do you dislike?

It does not offer handling of surveys, and its handling of pipelines is quite limited when it comes to organizing them. It does not have a good lead nurturing, nor the possibility of tracking our referrals. In the financial field, it does not allow monitoring expenses or influences.

Recommendations to others considering the product

We recommend ZohoCRM because it is a great platform with which they will make their client management work much simpler and more organized. It is essential when you want to make a good follow-up of the activities of potential clients, and when you want to prioritize any of them.

What business problems are you solving with the product? What benefits have you realized?

ZohoCRM has helped us enormously by offering us the possibility to completely manage the life cycle of its clients, and to be able to monitor them constantly. It is exceptional to stay organized, and to perform automated marketing via email.

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Zoho review by oscar d.
ceo new marketing
Small-Business
(2-10 employees)
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"Zoho CRM satisfies our needs because it allows us to communicate with our customers"

What do you like best?

I like it because it is a great tool to capture customers are important to any business. Using the right software, like Zoho CRM, to manage customer relationships and market your brand can make your business. Zoho CRM satisfies our needs because it allows us to communicate with our customers, be close to them and know their concerns, excellent software.

What do you dislike?

I haven't had many problems as such since it is a great software but I wish it would be a little easier to configure and understand the workflows in Zoho. I'm not very involved in the configuration of the CRM back end, but the two most responsible for the configuration and administration are intelligent cookies and it seems to give them a bit of trouble, probably not enough to exceed the price of the product. I still lack some things to understand in its interface and I hope to be measuring the fence using it.

Recommendations to others considering the product

I recommend Zoho CRM is a good platform that we use in our organization. It is reasonably priced and easy to use. Of course, if you exceed Zoho's capabilities you can share several files with different colleagues while maintaining privacy within the same group so it's a great tool in our organization.

What business problems are you solving with the product? What benefits have you realized?

in the organization we use this tool to store the databases of our customers, all their information, update their status, send emails, text messages and maintain organized communication so customers can see our deployment and they are at ease.

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Zoho review by Michael V.
Sales Representative
Hospital & Health Care
Enterprise
(10,001+ employees)
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Verified Current User
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"Zoho CRM review la platafroma de chat que te benefica"

What do you like best?

Este servicio de chat es excelente para gestionar las relaciones con los clientes, ya que podemos capturar clientes mas calificados y tener un mejor conocimiento del mercado, lo cual se traduce en mayores ingresos, hay muchas plataformas de CRM en el mercado, pero a un costo demasiado elevado en este punto ZOHO va a la ventaja ya que tiene una completa solución de gestión de las relaciones con los clientes a un precio justo, otras de sus ventajas es que trabaja completamente en la nube y tiene un bajo costo de licencia.

What do you dislike?

la instalación e implementación inicial es algo demorada, no es un gran problema ya que es solo una vez, pero pueden mejorar en ese punto.

Recommendations to others considering the product

aquellas personas que están en el mundo de las plataformas de ventas, los invito a probar zoho, ya que es una plataforma que tiene muchos beneficios a un bajo costo.

What business problems are you solving with the product? What benefits have you realized?

El mayor beneficio que zoho provee a nuestra empresa es que cubre completamente nuestro ciclo de venta, desde la captura de nuevos posibles clientes, su posterior calificación, facturación, entre otros, zoho permite un gran ahorro de tiempo a los ejecutivos de venta al automatizar las tareas repetitivas a través de todas sus herramientas; plantillas, notificaciones y gestión de tareas, eventos y llamadas.

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Zoho review by josua s.
Enterprise
(5001-10,000 employees)
Validated Reviewer
Verified Current User
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"Large storage capacity safely anywhere with zoho crm"

What do you like best?

The correct interaction and communication within any modern company is important, I have made great advances and incredible improvements thanks to zoho crm, its functions make my work more dynamic and faster allowing me to save time and money, the efforts I make every day are very positive and sales are growing more and more, the program has a friendly platform and with tools that allow you to save send and receive information with great security, your service and attention is good the seller is attentive and solves problems quickly, I can recommend this program to this day I have no problems using it

What do you dislike?

the software has many benefits and is complemented by the service offered by the vendor and his team of technicians who are always available to assist me by calling messages or mail, I do not have any negative aspect until the moment of the zoho crm

Recommendations to others considering the product

It is necessary to know if the software is the one that the company needs. I can say that it is very good but each company has different needs, so I recommend using the test and determine if it is what they are looking for.

What business problems are you solving with the product? What benefits have you realized?

better communication and security allowing access to data in any part of the world quickly and easily at an excellent cost with first-class technical support improving the performance of the company

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Zoho review by Tomas A.
Manager
Plastics
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
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"ZohoCRM increased my sales by 10% more in the last 6 months"

What do you like best?

I like ZohoCRM because it is very easy to use, we can also integrate it with other software and be used in different departments, although for me its use stands out mainly in sales ... it has seen the great positive impact it has generated thanks to the versatility that offers this product by personalizing the prospective customer service, we can continuously monitor our sales flow while continuing to perform the various actions that are also executed through the help provided by ZohoCRM

What do you dislike?

The storage service could be improved, sometimes it fails and we are not loading files, another thing is that the tracking information is not updated quickly

Recommendations to others considering the product

I definitely recommend this software and more if you deal with clients on a regular basis, because it is very efficient to keep track of our sales and even assign tasks internally with deadlines to your clients, although if you do not have enough knowledge in technology and it is difficult for you, It is preferable to go to a person to help you with the configuration you are looking for

What business problems are you solving with the product? What benefits have you realized?

We can solve many things, in my case unify and organize all the departments, managing the workload and having sure that the bodies are supporting each other developing different activities

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Zoho review by Brittany D.
Sales Employee
Telecommunications
Small-Business
(2-10 employees)
Validated Reviewer
Verified Current User
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"Best Basic CRM"

What do you like best?

Ability to customize the modules, fields, layouts and workflow to meet specific business needs.

Flexible reporting options, easy to customize existing reports and create new reports.

Good integration with other Zoho products such as Campaigns and Mail.

searching for clients

sometimes i only have a little bit of info and its usually enough to find what i am looking for

basic layout.

some CRMs can get too elaborate and busy.

zoho is nice and simple.

it is generally pretty stable.

I can only thing of 5-6 times in three years it was not accessible.

What do you dislike?

he screens and layout look a little dated compared to some of their competitors.

It is sometimes difficult to find where to make changes to the system (is it in Setup, Accounts, etc.).

No IMAP support for add-on email accounts. Can only use POP.

Recommendations to others considering the product

If you need a very basic CRM, there may be other options that are simpler to use or set up. But if you need a full-function CRM, and particularly if you use the interface with campaigns and email, it is an excellent choice. Zoho CRM is also one of the few CRMs that supports inventory (products), price books, quotations, sales orders, purchase orders and invoices.

What business problems are you solving with the product? What benefits have you realized?

We have used Zoho to manage the sales and marketing process. It is used by both the sales and marketing teams to monitor and track sales leads and opportunities, and we have used Zoho Campaigns for email marketing. Because of its integration with the Zoho suite of business tools, Zoho can address most all of the requirements of our sales and marketing teams.

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Zoho review by Jared M.
Partner
Small-Business
(2-10 employees)
Validated Reviewer
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"I used to use Zoho but switched to Pipeline Deals"

What do you like best?

Zoho is not a bad CRM per se.. They all seem to have their quirks and to be quite honest I wouldn't have switched to Pipelinedeals had my company not decided to do so company wide. It's really easy to use and plugs into most if not all of your platforms.. Emails.. phone calls...etc. It's mobile app is easy and it seems to work really well with Gmail interface.

What do you dislike?

I dislike that you have to manually enter everything from the start. Formatting is tough, but I guess that is the same for every CRM.

Recommendations to others considering the product

Keep up the good work

What business problems are you solving with the product? What benefits have you realized?

We needed a simple solution to track our leads and manage our contacts. We were growing as an organization and things were starting to get hectic. Zoho was a solid choice to start to get out team in the habit of entering things into a CRM.

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Zoho review by John S.
Team Lead Manager
Chemicals
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
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"ZohoCRM made my sales processes faster"

What do you like best?

ZohoCRM made my sales processes faster, which allowed me to save time and money in tests with other software, the interface is very easy and didactic to use so it does not require great support to function in the tool. It allows several contact options such as email, live chat and phone calls, a good solution to email marketing ... fact that has achieved great increase in our portfolio of satisfied customers, it is simply one of the best CRM software we have used

What do you dislike?

The updates that have been made to ZohoCRM has made the software a bit slower in some data analysis features, however that can be improved. I also dislike that about 15% of my emails fall on my clients' unwanted email, which is not beneficial for my company's income

Recommendations to others considering the product

If there are other software not compatible with your equipment, ZohoCRM is the solution for that, compatible with most existing operating systems, very light and fast to adapt the data in the interface. We recommend using the trial version first before using the paid version and you will know whether or not it suits you to use this software

What business problems are you solving with the product? What benefits have you realized?

I am using ZohoCRM to be able to attract even more potential clients and therefore increase my sales on a large scale, I complement the strategies of contact with the client through email marketing and I finish with a direct call from ZohoCRM. Thanks to this great software I no longer lose so many clients due to lack of contact as before, the client feels more and better served thanks to the fact that we contact them more often

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Zoho review by Kris L.
Integration Specialist
Telecommunications
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
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"Great CRM with Lots of Options"

What do you like best?

I like that Zoho CRM has a free version that allows you to get some real use out of it before needing to upgrade to subscription option. The marketplace includes add-ons to expand the CRM with Desk for support, Forms for capture and Analytics for reporting. It is on the right track. The social tools are a great option.

What do you dislike?

There could be more options in the marketplace to create a better workspace. Create automation rules could use a little more information in the UI.

Recommendations to others considering the product

This CRM contains great tools for a start-up business and options for growing with the company. It is definitely on the right path and simple to pick up to begin using.

What business problems are you solving with the product? What benefits have you realized?

Zoho allows me to track my new leads and document my follow up attempts easily. This has allowed me to use a CRM without having to invest a lot of capital up front while starting our business.

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Zoho review by adams g.
Advertising Sales Manager
Construction
Enterprise
(5001-10,000 employees)
Validated Reviewer
Verified Current User
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"My advertising and my sale increased thanks to the treatment I achieved with customers through zoho"

What do you like best?

Currently it is quite difficult for all companies to fully understand the customer and meet their needs generating positive opinions, my work day by day has been made easier thanks to the zoho crm, the software really is very good offers a modern platform and some tools very good that help me to establish the cycles of all clients and their histories and be able to manage the best system for marketing sales or supports and meet the needs of customers, also allows to improve in all the weaknesses that the company has tables or personal graphics that allow improving the deal with each client or supplier. The deployment of the product is quite fast and when doing my job it saves me time and money, its integration with other softwares that I use every day like the mailchimp or g suite is excellent and the provider very fast and attentive, the times that I have required its support the management has really been good at solving my requirement in the best way, the cost is low and being a product that provides many benefits the value in relation to all the advantages it has is quite acceptable, it is ideal for all types of small businesses medium or large and its use thanks to modern tools is fast and practical.

What do you dislike?

the program in general is excellent but not everything is perfect, I would like in the next updates to add larger icons, because in the android I find it difficult to execute some things, I have vision problems, but it is something of little importance

Recommendations to others considering the product

for any company that wants to improve the relationship with customers and meet their needs by generating better sales and positive comments the zoho crm is an excellent option, I recommend trying the program

What business problems are you solving with the product? What benefits have you realized?

thanks to the interface and the cloud the time in my work was reduced, and in any company the time is vital, in addition the softwar allows a detailed study of the needs of each client, allowing to cover the needs and manage in the best way, increasing the sales

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Zoho review by Sonu K.
Enrollment Advisor
Education Management
Mid-Market
(501-1000 employees)
Validated Reviewer
Verified Current User
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"Good Sales software"

What do you like best?

All the options are given in a single page, able to develop templates and schedule emails as per the requirement, Customization options are available.we can add filters as per our convenience, Contracts and deals have separate pages which enables to find the growth of a lead.Tasks have got 2 modes of reminders and this helps to reduce the reminder mails flowing in. Also the badge shows the overdue tasks. Tasks have got option within to change as per the completion.We could integrate our calling options in the page. Call recordings are possible which helps us to refer back. Emails and calls are tracked.We could analyse this by clicking on it.Muktiple call options can be give. Internal chat boxes are available which helps to get the doubts to clarified in a single shot

What do you dislike?

Minimum number of filter options which reduces the efficiency of customization.Sequence option is not available. No training options given.Tasks gets logged multiple times. Different tabs are not given based o efficient categorisation

Recommendations to others considering the product

its ok to recommend

What business problems are you solving with the product? What benefits have you realized?

Calculation of deals

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Zoho review by Kyle M.
EVP Business Development, North America
Computer Software
Mid-Market
(201-500 employees)
Validated Reviewer
Verified Current User
Review Source
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"Terrible Experience"

What do you like best?

Conceptually, the features and cross application integration are very appealing. Many work well and are relatively straight forward to setup.

What do you dislike?

When things don't work as stated, they don't work at all. Some documented features no longer exist, or are not functioning in the manner described. Terrible support channels. I waited 5 days for technical support to assist in enabling a cross-platform function, between 2 Zoho applications (CRM and Desk), as the settings were broken, providing a 404 error. I requested a migration of data, which is stated to take less than 48 hours. 6 days in, still not completed, and I'm given the response "someone will follow up with you within 24 hours."

What business problems are you solving with the product? What benefits have you realized?

Attempting to utilize the product as an outbound sales solution, having data synced with existing customers and support inquiries. The product gets us about 80% of the way, however, very little is executed in entirety.

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Zoho review by Joyce W.
Operations Manager
Investment Banking
Mid-Market
(501-1000 employees)
Validated Reviewer
Verified Current User
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"Great Customer Support: A Reliable Tool to Market and Manage Your Customers"

What do you like best?

Customers are important for every business. Using the right software, such as Zoho CRM, to manage customer relationships and market your brand can make your business. Zoho CRM meets our needs because it allows us to communicate with our clients, maintain good relationships and market our brand.

What do you dislike?

I have got no complaints about Zoho CRM because its features make me satisfied. We communicate with our clients and market our brand via this amazing customer relationship management tool.

Recommendations to others considering the product

Zoho CRM will help your company meets its needs by assisting you to communicate with clients and maintaining excellent relationships for the benefit of your business. If you want to boost your marketing, Zoho CRM is a perfect tool to consider.

What business problems are you solving with the product? What benefits have you realized?

Zoho CRM provides a variety of benefits to us. It is great for storing customers' conversations, which enables us to continue with our conversations effectively. Also a reliable marketing system.

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Zoho review by Andrew C.
Sales Engineer
Hospital & Health Care
Mid-Market
(51-200 employees)
Validated Reviewer
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"Zoho is Great for Email - Good for CRM"

What do you like best?

Can't beat the price. We found that Zoho had the best price for the features we needed. I love their free email solution and use that personally. Fairly easy to create quotes, although I wish it were a little easier to make quotes "prettier". We still have some problems with getting the templates to efficiently use space.

What do you dislike?

I wish it were a little easier to set up and understand workflows in Zoho. I'm not too involved in the back end setup of the CRM, but the two guys most responsible for the setup and administration are smart cookies and it seems like it gives them a bit of trouble, probably not enough to outweigh the price point of the product. I'm still stuck on understanding tasks and what it takes to accomplish and move on. Some on the sales staff have complained about the slowness of the product during searches.

Recommendations to others considering the product

It has been very slow for our company to implement. I guess overall, we were probably only hindered by our company's size and resources to fully utilize most features.

What business problems are you solving with the product? What benefits have you realized?

We use Zoho CRM to build quotes, track customer contacts, and forecast. We also use it a little as our ticketing, KB, and RMA solution. If we spent more time working on the ticketing component and KB sections it could probably be a great assist in allowing their remote sales team to collaborate more easily. Having remote employees is a new challenge for the company and this could really help.

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Zoho review by Ligia D.
Profesora
Enterprise
(5001-10,000 employees)
Validated Reviewer
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"Great CRM, incredible room for modifications and personalization"

What do you like best?

I've worked with several companies who use this tool and I am always amazed by how flexible it is and how all these companies always have such a personalized range of actions and fields, all allowed by the CRM developers, of course. Not only that, but it also allows each individual to personalize it even more, with the use of macros for daily/repetitive tasks, mass emails and texts, and personalized views so you can group your clients or customers and keep track of their status or keep in touch with them much more easily.

What do you dislike?

Server is a bit glitchy sometimes, but can't tell for sure whether it's a matter of Zoho or the companies working under it, but it all usually gets solved pretty quickly whenever I reach out to support within my company. Another thing my customers have complained about is their contact with support, yet again, I am not really in the know on whether this has to do with my company (the one i work with) or Zoho

Recommendations to others considering the product

Take your time to explore, create your own views, take advantage of macros and all the tools this has to make your daily tasks much easier and faster to do

What business problems are you solving with the product? What benefits have you realized?

We use it to store databases from our clients, all their info, update their status, send them emails, text messages and keep the communication organized among all the members of the company who are supposed to handle each customer

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Zoho review by Juan J.
Digital marketing specialist
Small-Business
(11-50 employees)
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"Zoho Gets it Done!!"

What do you like best?

I like the fact that Zoho CRM is easy to use. The configuration and style is very simple that it allows just about anyone with some type of computer knowledge to get started. I like the fact that the CRM has customization input that can accommodate your business needs.

What do you dislike?

I really dont dislike anything about Zoho, I mean it works wonders for our type of business. We do often see that it might be too simple in the design which might make it look a bit outdated in comparison to other CRM software

Recommendations to others considering the product

The only thing about Zoho is that it does not offer the ability to add multiple merchant accounts. Other than that it is perfect.

What business problems are you solving with the product? What benefits have you realized?

We are solving our lead issue that came up after many good leads would go unattended. The Zoho CRM allows us to fully have the sales team on top of every single lead and can identify how the lead was gathered.

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Zoho review by Chase B.
Business Development Representative
Small-Business
(11-50 employees)
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"Sales IQ is great but the CRM is iffy"

What do you like best?

We use zoho to house all of our contacts and leads and also to track the stages of where our deals are at. Sales IQ is wonderful for seeing who is on our site and where they are from. We pull many people off of sales IQ and that is mainly what pays for our subscription.

What do you dislike?

A few things frustrate me the most about Zoho. One being the campaign automation and the other is searching for an account, deal, contact or lead. Trying to setup a drip campaign in zoho is terrible. A/B testing is also quite challenging to figure out. Searching for an account is not intuitive and has to be perfect in order to find the account.

What business problems are you solving with the product? What benefits have you realized?

Zoho helps us understand who is on our website and also helps us understand where each deal is at during the sales process.

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Zoho review by Ariel C.
.Net C# Developer Sr.
Enterprise
(5001-10,000 employees)
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"It easily helps you to follow the interests and debts of your clients."

What do you like best?

I use this application to manage my clients. I was able to follow their interests to obtain a sale.

Considering the cost, it is very useful.

Zoho offers a very attractive interface and is easy to use.

The android app that let me work anywhere. I use it all the time.

Integrations: Mailchimp integration helps me to send campaigns, and social networks to respond to customers there.

What do you dislike?

They change the app very little and they do not integrate features in a constant way. Maybe is not the best option for people who are lovers of changes and updates. This could be one of the best advantages for some, but for others it may not. It is certainly something you should consider before creating a Zoho Mail account.

Recommendations to others considering the product

Consider using the free version first. It may suit all your needs. If not, the price is not expensive and it worth it.

What business problems are you solving with the product? What benefits have you realized?

It helped me to integrate tools I use very often, like mailchimp to create marketing campaigns. I've stoped tracking emails to follow my clients needs.

Zoho shows me which sales projects are still standing, and the complete state of it, so anyone can continue the sale.

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Zoho review by FRANCIS M.
DIRECTORA DE SEGURIDAD INDUSTRIAL
Mid-Market
(51-200 employees)
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Magnifica herramienta tecnológica...!!"

What do you like best?

Puedo dar fe de la facilidad con que puedo trabajar con Zoho CRM, crear nuevos proyectos y consignar estrategias que permitan acelerar los procesos. Esta herramienta multifuncional ha permitido tener a la mano información financiera que logran ser visualizados muy fácilmente y ser manejados sin ninguna restricción.

What do you dislike?

Zoho CRM posee diversidad de utilidades para desarrollar actividades de comunicación, ventas y crear sistemas contables en linea, pero a pesar de la facilidad con que se maneja tiende a perder la noción de la usabilidad en concreto.

Recommendations to others considering the product

Acceso real y oportuno, de parte de Zoho CRM donde el resultado se traduce en beneficios...!!!

What business problems are you solving with the product? What benefits have you realized?

El beneficio por el uso de Zoho CRM es gratificante, logre acceder a sus servicios con la finalidad de crear un sistema contable para monitorear los balances de los ingresos de manera sostenible.

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Zoho review by Tallon R.
Small-Business
(11-50 employees)
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"Straight Forward CRM"

What do you like best?

I enjoy that Zoho has easy to use tabs to keep track of different aspects of sales! Accounts, contacts, all in an easy to find tab. I think that zoho has a good overall feel to it. it does not slow down my computer much. it is easy to use as a young kid, but also the older sales guys do not have a problem with it. i think that my company is happy with the product and do not plan on changing.

What do you dislike?

Zoho could be better at helping to decipher opportunities. If you have many sales guys and want to have a set page to only view your stuff, you cant do that. always have to filter the other sales people out to see just your info. I hope that zoho will release some software updates that make the product even better and easy to use. I think that with an update for the user would make even more people love the product and keep using it.

Recommendations to others considering the product

I would recommend Zoho, it does its job. I do not know about the quality of other CRM's to be able to judge the quality to compare. But I know that Zoho does okay.

What business problems are you solving with the product? What benefits have you realized?

Zoho provides a CRM that keeps all of the sales guys traffic in one spot to review with them and ask question based on their activity. Zoho helps with redundant questions being asked.

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Zoho review by Yudith Marlene A.
Asistente analista 2
Mid-Market
(501-1000 employees)
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"Improve your sales with Zoho CRM"

What do you like best?

It is a refreshing application, which has many tools, such as organizer, historical mails, with clients so that you do not miss any interaction between the client, creates a portfolio of potential clients, and this software helps you with immediate alerts from answering, to respond in time, any doubt or closure of treatment, you can customize your mail with your signature or logo of the company, something very important through the mails you can make the performance of the clients, important, thus being able to attack the seller problem and help improve its performance, excellent

What do you dislike?

This application has many good tools, which does not reach the page to classify them, it even has a free trial to perform the test and verify the wonders it has. There is nothing wrong with my point of view.

Recommendations to others considering the product

This application is simply very complete for me, I think it's excellent I have nothing to recommend

What business problems are you solving with the product? What benefits have you realized?

Imagine that your sales are not giving results, either because you do not have good communication with your customers, or that you do not have sales people trained in the area, with this application you can detect those problems, without going through social networks, it helps you to look for possible clients for your company, the application is very effective and complete.

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Zoho review by Amanda C.
Sales and Marketing Associate providing support and administration to B2B Healthcare IT Clients
Information Technology and Services
Small-Business
(11-50 employees)
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"Zoho not entirely the easiest or most obvious interface"

What do you like best?

It integrates with many other 3rd party apps. Its easy to import contact lists. Personalizing dashboards and set up is not bad. I like that it integrates with social media, so we can see where incoming leads found us on Twitter for example.

What do you dislike?

There seem to be gaps in the workflow, navigating back to where you were before requires constant use of back button, its a little clunky and not always intuitive . There are many many many steps to get it to a useful point, with the necessary views that I want,

Recommendations to others considering the product

Look at all your CRM options, especially if you are a small business. Some of Zoho's features may be overkill for your needs.

What business problems are you solving with the product? What benefits have you realized?

I use it daily, and it is a big part of our sales efforts.

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Zoho review by Damelys G.
Account Manager
Small-Business
(11-50 employees)
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"Puedes tener un Forecast de una manera facil y organizada."

What do you like best?

Esta aplicación de CRM es muy intuitiva y de fácil manejo. Los Menús son bien explícitos y puedes configurarlo a tu manera y de acuerdo a tus intereses. Puedes actualizar una oportunidad de negocio de manera fácil a través de la aplicación móvil. En Zoho CRM también puedes adjuntar PO, Quotes, Información del cliente., y cualquier otra información que te puede servir para tu mejor control .

What do you dislike?

En ocasiones no ha actualizado de manera correcta un cambio de stage , es decir he colocado la oportunidad en bussiness y se me ha actualizado como won.

Recommendations to others considering the product

Puedes mantener un control de tu forecast de negocio de manera fácil.

What business problems are you solving with the product? What benefits have you realized?

Con Zoho CRM tengo un mejor control de mis oportunidades de negocio, ya que puedo tener visible las etapas por la cual va cada negocio . Me puede enviar alertas de renovaciones de negocios que están próximas y así informar al cliente de manera oportuna.

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Zoho review by Diana L.
Senior Financial Analyst
Higher Education
Enterprise
(10,001+ employees)
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"Easy to use. Price is right"

What do you like best?

zoho gets the job done. I use the lower end version and it's prefect for what I need. I just need a simple crm and zoho is great b/c it's not too much money and it's very customizable and easy to use. so thank you zoho.

What do you dislike?

in the lower end version which I have, there are limits to the number of custom fields you can have so I suppose that's not great but honestly it doesn't bother me too much.

Recommendations to others considering the product

do it. I haven't used other CRM's but I can tell you zoho is easy for me I'm a one-person show and I was able to set it up on my own in a day and I have little IT knowledge.

What business problems are you solving with the product? What benefits have you realized?

keeps all my contacts and conversations in one place so I can stay organized and save time and close more deals.

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Zoho review by Cara C.
Marketing Coordinator
Mid-Market
(51-200 employees)
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"Zoho: the Easy CRM"

What do you like best?

I like that Zoho CRM is so easy to use. There are integration opportunities and we have been able to integrate with our Partner Portal for leads. Zoho has many options to categorize leads.

What do you dislike?

Maybe it's user error, but I would like to be able to get a notification when a lead is about to expire. Other than that, I have not run into any issues with the system thus far.

Recommendations to others considering the product

Zoho CRM is a good jumping off platform. It's reasonably priced and easy to use. Of course, if you out-grow Zoho's capabilities, there are other options on the market.

What business problems are you solving with the product? What benefits have you realized?

Zoho CRM has allowed for my company to keep track of leads. In the wide scheme of things, this allows us to keep our salespeople from fighting each other about leads that have already been registered. Zoho is the peace keeper at our company.

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Zoho review by Ankit G.
Assistant Systems Engineer
Information Technology and Services
Enterprise
(10,001+ employees)
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"Zoho for CRM was what I was looking for!"

What do you like best?

Zoho integrates all the features into a simple interface. It makes things easier while working in a team. I can share the resources in the team by a few clicks on my mouse. I can easily give access to the files to the limited number of individuals in my team, This feature is a huge plus for my company. It removes the confusion in other team members because they see the files which are relevant to them only. Zoho tells me when my collegues are online so that I can contact them.

What do you dislike?

As of now, I don't have anything with which I can associate anything like 'dislike' because this is a very big word. I have one improvement to suggest. There is a feature where the attachments get zipped automatically in the email. There was an email which I received from my colleague which contained multiple images. Zoho just zipped it together which I didn't want. Kindly improve that

Recommendations to others considering the product

Everyone should try using Zoho CRM. It solves a lot of business problems. You can share multiple files to different colleagues at the same time maintain privacy within the same group. The calendar feature is a 'must have' option for companies these days. It helps to block the dates on the calendar and everyone in the team knows it. It is completely value for money product. Its ROI is very high.

What business problems are you solving with the product? What benefits have you realized?

There are multiple business problems which Zoho is solving for my team. One of the main business problems Zoho solves is sharing of files, PPTs, Word Documents with the team in a perfect manner. Let me give you an example. So there is a folder in my laptop. There is a MS Word file which I want to share with one team member X and PDF file which I want to share with team member Y. Now it is a very difficult business problem which I used to face frequently. Zoho solved this business problem for me.

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Zoho review by Fran M.
Gerente de sucursal
Mid-Market
(501-1000 employees)
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"Reliable characteristics is what determines this tool. "

What do you like best?

This tool is great for managing multiple functions, such as storing contact records to follow up, creating a list of clients and scheduling meetings to establish new contracts and evaluate the chances of success or failure within a contract with a potential client. As they develop new market strategies, Zoho CRM has other tools such as advertising and marketing campaigns to position the product produced on social networks and exchange opinions about brands and product quality.

What do you dislike?

It has its details as all the tools created for analysis and reports of products that come to market. In Zoho CRM I can find that some things are missing such as simplifying the search for what you want to do, managing a simpler information block without having to navigate through the whole tool, as a user this tool has served me well but it has these details that should be improve with time.

Recommendations to others considering the product

There are many tools that are useful to expand products in markets where you can not reach. With Zoho CRM you can do everything you want to do in one place and publish it instantly. The results are amazing. In less time than expected you can interact about the opinions that somebody says about those that you created.

What business problems are you solving with the product? What benefits have you realized?

Zoho CRM is better for me with advertising in viralizing a content about lake that I want to show and undertake. It is essential to design a report on the impact of local and national markets.

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Zoho review by Javier S.
Sales Representative
Small-Business
(11-50 employees)
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Time saver!"

What do you like best?

The ability to automate, customize, and integrate.

What do you dislike?

Requires a lot of set up, and sometimes it gets a little slow.

Recommendations to others considering the product

If you are planning on switching, it will be hard to get used to Zoho at first but it will be worth it!

Take the time to set up the systems and make sure everyone in your company adopts well!

What business problems are you solving with the product? What benefits have you realized?

The ability to follow up with leads for effectively. You can view if they interacted with an email, or set up triggers for certain actions. Nothing falls between the cracks.

After I make a sale, I am able to communicate to our support department any important info about the new client. Desk integration with Outlook has been a beautiful way to keep track of important customer interactions.

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Zoho review by Jamie H.
Customer Service and Special Projects
Small-Business
(11-50 employees)
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"Zoho Review"

What do you like best?

I love this CRM and the reporting that goes along with it. Extremely helpful to us!

What do you dislike?

Nothing, the only thing that is inconvenient is on our end with our customers. We need to have a field required and we don't have an answer for every one. Again this is on our end, we love the program!

Recommendations to others considering the product

Our whole team would recommend using Zoho. Honestly, it's a ton of set up (for us because of the extent of reporting that we need) but it is making life so much easier for us and knocked out quite a few manual processes that we were doing.

What business problems are you solving with the product? What benefits have you realized?

Too many to name! We weren't tracking and measuring like we could and Zoho solves this for us. The benefits of having these required fields help us eliminate a manual process that we have been doing forever, which is amazing!

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