Zoho CRM Software


 

Zoho is a Web-based customer relationship management (CRM) solution tailored to the needs of small and midsized businesses. Its interface includes CRM tools such as sales and marketing automation, customer support and help desk, product configuration and reporting and customer analytics.

Zoho can be integrated with several existing software solutions, including Google Docs, Microsoft Office and Sharepoint. It also offers over 25 add-on applications designed for specialized business, collaboration and productivity needs.

As a Web-based solution, Zoho does not require any additional hardware purchases. The system is updated and secured by Zoho. 

 

Zoho CRM - Home screen
 
  • Zoho CRM - Home screen
    Home screen
  • Zoho CRM - Leads
    Leads
  • Zoho CRM - Contacts
    Contacts
  • Zoho CRM - Potentials
    Potentials
  • Zoho CRM - Pulse
    Pulse
  • Zoho CRM - Dashboard
    Dashboard
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

38 Reviews of Zoho CRM

Showing 1-20 of 38

 

from Environmental Jobs Network
Specialty: Advertising
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

An awful experience

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Likes Best

This is a fairly good product technically but the support will cost you an enormous amount of time

Likes Least

Even contacting senior zoho staff in the US didn't fix my problems. If you are happy to wait for a week for people to get back to you (if at all ) then this is the product for you

Recommendations

Move on! Quickly! Their support is horrendous. Each person tells you something different about set up/ what the product can and cant do

 

from PROGRESSIVE TAX SOLUTIONS
Specialty: Software / IT
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

This was not a good experience.

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Likes Best

I did not have a good experience mainly due to support issues regarding help getting started with importing a large file for campaign use.

Likes Least

The customer service was not good with my experience. They would pass the buck to different departments. I was promised call backs and did not get any until I gave them a less than desirable rating on a survey they emailed me. Once contacted the process was extremely counter productive.

Recommendations

If support from a CRM company is important to you. This one is NOT the company you want!

 

from Dot Kom
Specialty: Advertising
Number of employees: 1 employee Employees number: 1 employee

Easy to learn easy to use

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N/A

Likes Best

Zoho has everything you need and it's simple to learn. I liked that I could integrate other programs.

Likes Least

There was nothing that I didn't really like. I was satisfied

Recommendations

Use it for a couple weeks to get used to the software before you evaluate

 

from Lamplighters Yeshivah
Specialty: Education
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Zoho for schools

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Likes Best

I loved how customizable it was. I liked that you can add relationships, and organize people by accounts and classes.

Likes Least

I didn't think it was super suited to non-profit organizations

Recommendations

Start out with a trial of the program and see if it suits your organizations needs

 

from VMG/studio520
Specialty: Media
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Tried all others and Zoho CRM is the best for small business

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Likes Best

I can easily customize the screen views and the information that I want to capture. For the most part I can make this work for my needs.

Likes Least

I can't create groups in my leads or accounts. When I attend an event and start working a small list or about 10-15 leads that are specific to my sales process. I need to see just that list. So I found it easier to use an excel spreadsheet instead which makes it hard to track next steps. But it is easier to look at. Can you help me with this? I found a work around by creating a new module for my short list of leads but it doesn't allow me to convert to an account or move.

I would love to see you add a contact card view ... like a business card view that shows the picture larger. Needs a better way to look at your contacts in a small group or one at a time.

Recommendations

Get your hands on it and use it. They try other CRM programs. You will find that this one is the best.

 

from Consultant Plus Immigration Ltd
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

Great Product

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Likes Best

I have been using Zoho software for almost a year, best thing about this product is, it is very user friendly.

Likes Least

Nothing so far. I have had great interaction with support team. I find Zoho CRM doing exactly what I need and more

Recommendations

Either you are small or big business, you will find what you need in it. I have been using it for almost a year now and the best part is I never used any CRM's before this and had no training previously because I used it when I started my own smalls business. I would recommend it to anyone. Even better try it on your own.

 

from eXp Realty
Specialty: Real Estate
Number of employees: 1 employee Employees number: 1 employee

Good task system

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Likes Best

It was easy to set up tasks and get reminders. This is important for staying on track.

Likes Least

The flow of leads was strange. One ought to be able to convert a lead to a prospect and then convert a prospect to a contract, or whatever you call it. It's customizable so we might have called them different things. Basically, you should be able to let the thing flow smoothly through but since it wasn't set up that way, you would end up with people (or addresses) under both lead AND prospect or prospect AND contract, and you'd end up with duplicates. Additionally, the automated contact system is so important but it was difficult to set up and there were no good pre-written plans.

Recommendations

Hard to say. You usually don't notice flaws until you're trying to use it. It's so time consuming to get all your contacts in the system in the first place that even a free trial period can be troublesome if you find you don't like the system but I'd say a free trail is the very least you ought to make sure the system has.

 

from Allied Staffing, LLC
Specialty: Other services
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Not Likely to Continue Using Zoho

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Likes Best

I really like the prices Zoho has to offer, and although the different components all come at separate costs - even all added together aren't too bad when compared to similar software options.

Likes Least

Zoho in general offers a suite of apps that would be great if they all worked together, and weren't so difficult to customize. It may just be me, but setting up preferences and work flows is painful. I've gone through demos, and asked for help from customer support and it all looks sort of simple until I tried to apply it to our company and what we need the software to do. We used Recruit, Books, Email, and CRM and none of the modules worked together. We had to enter everything into each module separately. We couldn't convert an applicant into an employee, or a lead in CRM into a client in Books. It is just frustrating because it seems like a great idea, until it isn't.

Recommendations

Take into consideration that although the cost may be appealing, you may have to pay Zoho to configure it.

 

from R.L.P. Development Company, Inc.
Specialty: Real Estate
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Good software that helps deliver results

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N/A

Likes Best

Web-based capability accessible from anywhere, project tracking ability (Milestones, TaskLists, Tasks)

Likes Least

Takes some training to learn the ins & outs of using the software.

Recommendations

Zoho offers a great project management software solution while not breaking the bank.

 

from CASA of LA
Specialty: Non-Profit
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

For a free helpdesk ticketing system, it worth the money!

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Likes Best

I like everything about this company and their product. I would recommend it to anyone who needs a simple no-nonsense ticketing system.

Likes Least

The reporting features. Although, I'm using the free version, it still would be nice to be able to create custom reports

Recommendations

If you don't need a bunch of bells and whistles, this is the perfect helpdesk ticketing system available for free.

 

from The Borgen Group LLC
Specialty: Retail
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

new installation and testing

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Likes Best

ease of use not hard to learn the basics of the product but it can be improved upon

Likes Least

not as many features as other crm of the same class and cost but needs give it more class structure

Recommendations

I have not offered this to anyone else to evaluate

 

from Technifi
Specialty: Other services
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Awesome software

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Likes Best

Easy to use, the apps work great, all cloud based so can use from any device.

Likes Least

Can be a little pricey for small company. but the features are nice!

Recommendations

Use google apps for business and you can make everything integrate.

 

from IntraTravel
Specialty: Hospitality / Travel
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Lots of data capture, not really user friendly

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N/A

Likes Best

Zoho provides a ton of fields and data elements to capture. We don't really have this much information, but if you are tracking a ton of details about your customers and prospects, this is nice.

Likes Least

Tons of data capture but really it feels like just that, we put data in, it stores it, and we can get it out. Not a lot of streamlining of process or facilitating our work much. More like a digital filing cabinet.

Recommendations

Simplify and help users with workflow. Provide a better getting started experience. Perhaps allow us to choose what data we care about so we don't get inundated with unused fields.

 

from STILTEN
Specialty: Construction
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Good Value

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Likes Best

Ease of use, and customization of portals. Nice layout and functionality.

Likes Least

Technical glitches (occasionally), and lack of interface between some of the modules

Recommendations

Good for use for lead tracking and mail merge email templates

 

from ValeurHR
Specialty: Consulting
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Good and Cost effective

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Likes Best

it have lot of options . COmpare to many other CRM products it shows value for money

Likes Least

support from Zoho is not great. Its not available all the time, you have to send mail and wait for response

Recommendations

its cost effective and value for money. It have most of features which are available in top products

 

from Certifix Live Scan
Specialty: Software / IT
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Love Zoho!

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Likes Best

The product does everything you would expect from a CRM and integrates with every possible SaaS, giving you the flexibility to in a sense develop you own ERP.

Likes Least

Pricing is a bit steep, but you get what you pay for.

Recommendations

If you are considering this product, take the time to do the short trainings on they provide on Udemy to learn what it has to offer and it will make the product all that more valuable.

 

from www.iSiDD.com
Specialty: Software / IT
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Zoho CRM is very easy to use for small group of team

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Likes Best

Finding you're data cannot be quicker than in Zoho CRM with the general search function. All basic functionality like leads, opportunities, companies, contactpersons, complaints and e-mails are very easy and quick to create and find in a very flexible way.

Likes Least

Some sync issue with the smart phone sometimes the update is bit slow and this makes lie a bit difficult.

Recommendations

I'm primarily in business development and have used other CRM systems in the past, but Zoho was cheap, and I'm using it with another company as well.

 

from iT that Helps
Specialty: Software / IT
Number of employees: 1 employee Employees number: 1 employee

I use Zoho CRM in my daily business.

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Likes Best

Powerful customisation, views & macros.
Integrated email.

Likes Least

Some inconsistencies (e.g. closing email window will loose unsaved email contents without warning)

Recommendations

Make sure you understand what actually need.
Be prepared to switch CRM once you have built up experience.

 

from 2MSens
Specialty: Software / IT
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Useful for marketing automation

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Likes Best

I like that it connects with Zoho Sales IQ (tchat) and Zoho campaigns.
I sync the CRM with Zapier and websites, really useful for marketing automation.

Likes Least

One fits all doesn't fit all.... Sometimes modules and fields can be tricky.
Needs customization and knowledge to be really accurate.

Recommendations

Like any other CRM, define your company needs before filling in the fields, or you'll end up with a bomb!

 

from Tartan Completions
Specialty: Energy
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Zoho CRM Review

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Likes Best

Has all the functionality in the software, if you can locate it in various modules.

Likes Least

The product is made up of modules, and it is very confusing whether you are in CRM, or Contacts, or Email or whatever. It seems some data did not carry across modules which made for duplicate data entry. Also, it had very limited integration with Outlook

Recommendations

Check out others like Avidian Prophet that integrate into Outlook, and are MUCH easier to use for small business.

 
 
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