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
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.
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.
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.
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.