Zoho CRM Reviews & Product Details

AR
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The Good: the software is cheap and competitively priced. While it is not the most feature rich CRM or the best developed, you get a good mix of features for the price. Review collected by and hosted on G2.com.

What do you dislike?

Where do I begin?

There were so many features that were so buggy, I simply could not use them. Macros, Zoho Docs, Custom Field Mapping are just a few of the features that were so buggy, I had to report them to support. And their support is their biggest, biggest problem.

I personally do not care whether their support team is from the US, India or anywhere else in the world. If they are knowledgeable and are easy to communicate with, that is what's important.

In the case of Zoho's support, however, they are lacking. Their lack of English mastery makes it difficult to communicate to them complex problems. And when I finally am able to get my point across, they treat you as is you are dumb, to put it simply. Even after I had told them exact what troubleshooting steps I had taken prior to contacting them, they continued to treat me as I had no clue what was going on.

Most of the time I had contacted them, it was a problem with no easy solution. It was some back-end issue or some coding issue on their part and this conclusion would take over an hour to reach. Frustrating, to say the least, especially when I had told them in the first 5 min of our conversation. Their entry level support have no idea how to fix the issue, so every time they need to 'contact their developers and get back to me with a solution.' Surprise, surprise, not once they did get back to me. And not one of my issues have been fixed.

The worst experience? Today. Their tech support asked for screen share, so I granted it. He then messed around with our settings to the point where he destroyed all of the account #'s we had attached to all of our leads and clients. These account numbers were used for everything. Accounting, follow ups, and so much more. Their tech support has really proven to be incompetent over time. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you need to use it for simple features, go ahead. If you need to really dive into it for its "advanced" features or need to contact tech support, stay away. Review collected by and hosted on G2.com.

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

After today, Zoho's tech support has caused so much damage to our business we will be moving platforms and I will be advising all of our clients to do the same. Review collected by and hosted on G2.com.

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Zoho CRM Overview

What is Zoho CRM?

Zoho CRM is a cloud-based, integrated customer relationship management platform that caters to the needs of businesses and industries of all sizes and types. Over 150,000 businesses across the world use Zoho CRM to build lasting customer relationships and maximize team productivity. Our expanded omnichannel support for phone, email, live chat, social media, and in-person meetings make Zoho CRM the most tightly integrated system in the market. Zoho's AI-powered sales assistant, Zia, provides advanced interpretations, solutions and predictions for salespeople. Your sales team can spend more time selling instead of entering data with the help of workflow automation, lead scoring, real-time notifications and built-in gamification. Our key features include: - Lead Management - Workflow Automation - Advanced Analytics - Process Management - Marketing Automation - iOS and Android Apps (with business card scanner) - Developer Platform Automate routine sales, marketing, and support functions using Zoho CRM, giving you more time to concentrate on your customers. Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up your overall process. Accelerate your sales team's productivity with accurate forecasts of potential revenue, and make use of productivity games to exceed your sales quotas. Set up multiple currencies, use AI predictions to prioritize leads and deals likely to convert, and track website visitors to convert more prospects. Zia is an AI assistant included in Zoho CRM who can help you manage your CRM data. Zia can fetch the information you want, take notes, predict the future of a sale, detect anomalies, automate tasks, and more! Stay on top of every activity with Zia. Get your marketing and sales teams on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue using the Google Ads integration. Your security is our top priority. We understand that every organization needs to strike the right balance between protecting their customers' data and giving employees the freedom to get their work done. Zoho CRM succeeds in meeting both of these requirements. Use Zoho CRM's developer platform and SDKs to build and deploy secure, scalable, and enterprise-ready solutions. Build integrated systems, offer personalized user experiences, and develop apps for both web and mobile.

Zoho CRM Details
Website
Languages Supported
Arabic, Bulgarian, Czech, Danish, German, English, French, Hebrew, Hindi, Croatian, Hungarian, Italian, Japanese, Korean, Dutch, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, Vietnamese, Chinese (Simplified)
Product Description

Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.


Seller Details
Seller
Zoho Corporation Pvt. Ltd.
Company Website
Phone
+1 (888) 900-9646
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
74,287 Twitter followers
LinkedIn® Page
www.linkedin.com
9,040 employees on LinkedIn®
Description

Zoho Corporation is a software development company, privately held and profitable. It offers beautifully smart software to help you grow your business. With over 50 million users worldwide, Zoho's 45+ products aid your sales and marketing, support and collaboration, finance and recruitment needs, with the long term vision to transform the way you work. Our Global HQ is in Chennai, India, and the US HQ is in Austin, Texas.

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Zoho CRM Reviews

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Marketing Administrator
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
D
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Open Discussions in Zoho CRM
SK
Marketing Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Director of Operations
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Integration with so many other Zoho apps Review collected by and hosted on G2.com.

What do you dislike?

Learning curve. Contact plannedgrowth.com Review collected by and hosted on G2.com.

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

Companies save so much money by getting rid of their MailChimp or Constant Contact to integrate Zoho Campaigns with their Zoho CRM. Get rid of MS Office and replace it with Zoho Sheets, Zoho Docs, Zoho Show apps that integrate with Zoho CRM. Get rid of Box or Dropbox and replace it with Zoho Workdrive, which integrates with Zoho CRM. Get rid of Quickbooks with Zoho Books, which integrates with Zoho CRM. Stop using Google Meet and use Zoho Meetings, which integrates with Zoho CRM. Use Zoho Recruit for hiring, and Zoho People as your HR software. Use Zoho Projects for project management, and Zoho Desk for work order tickets. Use Zoho SalesIQ to communicate with your website visitors. So many applications in Zoho can replace your entire company infrastructure of software all in one pricing package using Zoho One, which comes with all of the apps your company needs. For more information, or to receive a free demo, please visit https://plannedgrowth.com/services/business-software/. Review collected by and hosted on G2.com.

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Managing Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Ability to enter in a lot of data into Contact records and create custom fields in CRM. You can also display the data in these custom fields on different screens on the application. You can also set them to be Required fields so the user has to complete the entry of data into the field in order for it to be 'saved'. Review collected by and hosted on G2.com.

What do you dislike?

CRM does not link or communicate in 2 ways easily with outside apps like Zoho Email or GetDrip or Wordpress. Also getting data from one module to transfer automatically into another module is difficult using API keys. Not sure if it has any Zapier compatibility or not. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If considering Zoho CRM be willing to endure long learning curve and little support if you need to use it in conjunction with other Zoho Modules and/or have CRM communicate / interface / pass data back and forth through the API feature. You are sort of on your own and must rely on chat or email based support beyond tutorials and YouTube videos. Review collected by and hosted on G2.com.

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

need Leads and Client data in CRM to keep track of deals and potential buyers of listings. Also use it to remember what is said to clients or leads historically using NOTES, when you would normally forget what was discussed. Review collected by and hosted on G2.com.

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Administrator
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I like that it has a very simple user interface. It is very clear on how to use it, and makes it a simple, repeatable process to create new modules, leads, etc. Review collected by and hosted on G2.com.

What do you dislike?

I wish there were slightly more customization available natively within the CRM without having to contact their development team. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Simple, easy to learn and use CRM. Basic walk throughs on how to set it up and support articles etc. Review collected by and hosted on G2.com.

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

Problem Solved For: A way to manage my customer base, track interactions, clients, etc.

Benefits: Big, HUGE, benefit is that I am now able to see every piece of information needed about my clients. I can track key important data points, and really know what is going on in the base of my clients. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

It helps to give multi-channel customer support via phone, live chat, email and social media. Zoho Crm provides high level automation, it is highly customizable No additional surprising costs. Over 100 third party integrations you can get, including LinkedIn, Zapier, Google, Outlook and more. It gives opportunity of 15-day free trial period and has a free plan for up to 3 users which is great for small businesses. Provides data security, integrity and regulatory compliance. Crm is multilingual featured. It has a holistic calendar management. Within Crm you are able to import / export data. Moreover, Crm help to predict sales feature to assist with data enrichment, email sentiment analysis and more. Review collected by and hosted on G2.com.

What do you dislike?

It is sad that Zoho Crm offers a mobile version only for paid plans. Can be hard for beginners to deal with and tutorials should be developed. It does not provide attendance service. No "import" option from emails or web browser during registration Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Within free trial you can check almost every feature so I would tell it worth to try. Review collected by and hosted on G2.com.

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

Thanks to the Sales Signals on Zoho CRM, when my potential and existed customers open my mail, send me a message, or call me, these actions will be sent directly to your CRM system as a notification. So Zoho Crm helps me to manage communication deals as well as follow up the potential sales. Review collected by and hosted on G2.com.

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Head of Global Marketing
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Zoho is all in one, it includes so many tools that it is not necessary to look for another one, since from a single system it is possible to manage all the work and interaction of all our clients. Automate sales with campaign management. It's powerful CRM tool that drives the integration of internal chat and email marketing, including synchronization with social networks and calendars and reminders. It is possible to share files and manage all our commercial tasks, which strengthens our sales training and drives our promotional campaigns. To improve our relationship with customers, Zoho provides us with gamification and live chat that helps us day by day to improve the service that we provide to them. Review collected by and hosted on G2.com.

What do you dislike?

Exporting any type of document, including excel sheets,some and complicated. It is cumber needs to be more intuitive, since it can difficult to use, configure and customize on a daily basis. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Zoho is widely used worldwide, we really know the benefits it provides us and we are participants in excellent management thanks to this. I recommend Zoho CRM because I know that it is one of the best platforms on the market. Review collected by and hosted on G2.com.

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

Using Zoho CRM increased our chances of success. Now we are much closer to customers, through live chat we participate in customer service and made it easier for us to find quick and practical solutions in case they have any questions about our services or products. The collaboration tools allowed us to plan in a more coordinated way all the departments, guide them to achieve comercial projects effectively, adequately cover each promotional campaign and promote our work to another level. Review collected by and hosted on G2.com.

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Immigration Attorney
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Zoho has a simple and easy to use interface compared to other software. The platform is in the cloud which means that it does not take up space on servers, only an internet connection is required. It offers mobile accessibility ensuring that we have access to our clients' data at all times. Review collected by and hosted on G2.com.

What do you dislike?

It does not allow access to the platform if we do not have a good internet connection, making productivity within the company a little difficult. The platform lacks languages other than English, this makes it a little difficult for advisors who are not familiar with the language. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The platform allows to have all the information base within the cloud and not only in the company, we will always get access to all the files we need at the moment from anywhere. Review collected by and hosted on G2.com.

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

Zoho transformed productivity within the company, keeping our consultants working at maximum efficiency, automating repetitive manual actions and managing complex cross-functional service processes, keeping track of responsibilities at all times. Review collected by and hosted on G2.com.

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A
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Zoho CRM is a great software tool for compiling together the customer leads across the 9 regional offices our company has. It makes it easy for our executive team to not only track the status of those leads, but to compile spreadsheet versions of the leads to be shared with upper management. Review collected by and hosted on G2.com.

What do you dislike?

While the CRM filter settings are impressive, it can be a bit difficult to navigate for new users. Once you learn how to set up filters for custom searching, however, it becomes much easier. Review collected by and hosted on G2.com.

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

I am solving the problem of determining where our regional offices are with processing customer leads and whether or not the appropriate steps are being taken with each lead. Review collected by and hosted on G2.com.

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Application Development Analyst
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

It's user friendly and easy to use for emails, support, and communication.

Easy to set up emails for teams and set them accordingly.

Integration with third-party applications like 365 or G-Suite, an advantage for our organization.

Tracking leads and the managing team is easy with Zoho.

The reporting section is pretty user friendly and easy to play around with it. Review collected by and hosted on G2.com.

What do you dislike?

You need to make sure what actually you need as the pricing part is a little tricky.

Need to wait to hear from the customer support team.

Limited custom fields and the search function is not that intuitive.

Would be great if they make the export system easier and user-friendly. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Great CRM in market and pocket friendly for small and medium businesses. Easy to use and user friendly, Cheers!! Review collected by and hosted on G2.com.

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

Managing and collaborating data of existing deals and new prospects.

Third-party integration from the Zoho marketplace is saving a lot of time.

Streamline the complete process for sales and support.

Automation of complete flows is saving time our time. Review collected by and hosted on G2.com.

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Sr. Manager - Sales and Operations
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Zoho CRM offers complete solution for CRM and sales-marketing problems. And the best feature is that its all online and completely integrated! There is an Outlook integration plug-in which is really brilliant. It saves so much time and keeps track of contacts so that we don't have to. Running campaigns, monitoring the progress is all made easy. Review collected by and hosted on G2.com.

What do you dislike?

The outlook plug-in, in some cases fails to log in and falsely shows that the credentials given are incorrect. But after reaching out to the Customer care, it was promptly resolved. Review collected by and hosted on G2.com.

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

We need to run campaigns all the time. Zoho CRM has made it easy for us to plan, run and monitor campaigns. Its easy to learn too. Creating very intelligent campaigns that help us build and further our business in a more efficient manner. The campaigns can then be tracked for progress through the reports. The reports are very helpful in analyzing the campaigns and pointing out where changes or modifications need to be made. Review collected by and hosted on G2.com.

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Senior Principal Software Engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

One of the main features of Zoho CRM is the ease of integration it has with other software and also the ease of optimization it has with its subdivisions to make the use of Zoho CRM faster and more reliable. It has a fast with potential customer version to any type of account. It has also facilitated an ease of analysis according to the accessibility of read-only data that has each of the registered users on the platform. Review collected by and hosted on G2.com.

What do you dislike?

On certain occasions there is an error when trying to enter login data, customer registration data and any report update data. It is necessary to implement the automatic disconnection of the account if we are some time inactive, Zoho CRM stays connected even if we are not in front of the screen. As a last contra we have the modules listed on the web page, these should present an increase as we are always reaching that upper limit of certain modules. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This software is ideal for any sales professional looking to make inroads in today's marketplace. Zoho CRM has been of great help in analyzing any particular user whether in a simple scenario or in a complex scenario, where you work with their locations without having any duplicate account errors. It has excellent integration with any type of application. Review collected by and hosted on G2.com.

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

We were able to include with this software the entire marketing sales process of our company including all our meetings, our leads, our customer accounts and the purchase orders that we were always recording. We were also able to implement cross-functionality at the start of each project. Review collected by and hosted on G2.com.

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Senior Design and Application Engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

The user interface is appealing and colorful with various useful dashboards e.g. attendance. The configured reminders are also very useful to alert or inform the user e.g. about calendar leaves or check-in reminder. Review collected by and hosted on G2.com.

What do you dislike?

I am unable to select leaves duration including calendar holidays. If holidays occur in duration during which I apply for leaves, it is unselective and then I need to make two separate leave requests, one before holiday and one after. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Give it some time to adjust. All softwares have some bugs.

Provide feedback to the provider for better improved service. Review collected by and hosted on G2.com.

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

Zoho CRM is currently used by my organization to manage human resources and administration covering attendance, leaves and employee performance and travel requisitions.

Zoho Project module is also under implementation for project management. Review collected by and hosted on G2.com.

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Owner
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The ease of use! I find the CRM to be super easy to use, has the ability to customize to fit my needs, and top notch training and support. Review collected by and hosted on G2.com.

What do you dislike?

Not much to dislike really. If I had to say one thing, it would be the price as it has a load of add ons in which I'd like to see all in one option as opposed to having to add on for things like Document signings, Email integration, etc... Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you use Gmail, I suggest using the ZOHO Add On as it is great! When you are in an email you can not only add a LEAD and/or Contact, but you can also start a new pipline! Review collected by and hosted on G2.com.

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

I was having trouble managing all my business prospects and contacts. Was tired of so many spreadsheets and lost pipelines. This CRM has made me more organized and on top of my work. Review collected by and hosted on G2.com.

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REALTOR®
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Having the ability to configure this CRM to meet my needs is priceless! The CRM connects easily to all other ZOHO applications. Create your own variables, formulas, the list is endless... Having the ability to brand it as your own. Review collected by and hosted on G2.com.

What do you dislike?

Need more formula fields! I love the formula function and use them up pretty quick. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure you signup for Zoho One! This will give you almost all the Zoho products and they all connect pretty easily! They will complete you business! The CRM has the ability to create reports, dashboards, easily create your own input fields, do Forms to make input directly into Zoho simple! The CRM allows you to do email campaigns to directly communicate with current and future clients. Zoho CRM even allows you to add outside applications via the Zoho Marketplace to enhance the CRM beyond the CRM out of the box ability! Review collected by and hosted on G2.com.

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

Tracking all my contacts, listings and creating simple but informative reporting. Plus the ability to connect the CRM to campaigns, surveys, electronic signatures... All from within the ZOHO one system! Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Price, integration and customization makes Zoho CRM a good all-in-one solution for a small business like mine. The free plan allowed me to start and test my business idea without paying a single dime, and I'm really grateful for that. Review collected by and hosted on G2.com.

What do you dislike?

If you and/or your team doesn't speak english, be aware that several key features are available only in english, or not translated. For example, ZIA, the AI assistant, is 3 years old already and not available in Brazilian portuguese to this day.

In the long run, you are going to resent the fact that you are paying the same price as everyone else in the world, but without being able to use all the features. Review collected by and hosted on G2.com.

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

The CRM has made me more organized and on top of my work. I can also have integration with other apps and automate tasks. Review collected by and hosted on G2.com.

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