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.
Chris from Mindful Leadership Education
Employees number: 1 employee
I am very happy with the Zoho CRM so far. I just started my business and wanted a free but stable and effective program to enter sales leads. This program so far is very good.
Reed from R&R Contracting, Inc.
Employees number: 51-200 employees
Zoho is continually improving their platform. I have a three person sales team, and the ease of use makes this a great solution for our company. After trying other platforms, Zoho CRM was the most cost effective for the value they provide.
The additions and changes they make help the platform become more intuitive and streamlined.
Continuous improvements to the platform.
Technical aspects for setup
If your company is on a budget but in need of a CRM solution, Zoho is a great answer to that. Being in the cloud is my favorite as I only have to log in from whatever computer or device I'm using to log in and update.
Andy from Powerlinx
Specialty: Software / IT
Employees number: 2-10 employees
Zoho didn't integrate well with the systems we used so we ended up copying and pasting a bunch of stuff manually, which was exhausting. To me, Zoho seemed like a glorified note-taking system.
Didn't play well with other systems
Test it out if you can get a free trial or use it for free, there may be a way to make it integrate well with your business systems.
Al Statz from Exit Strategies Group, Inc.
Employees number: 11-50 employees
Been using Zoho CRM for 3 months, have 10 users. Outlook and Word integration are not good. No contact grouping capability. No integration with our VoIP phone system and other third part software that we use. Support is lousy - nearly impossible to get a knowledgeable person on the phone. Had i known that would be the case i woudl not have purchased Zoho. We have several unresolved problems. There are several things we don't have working yet, things that were easy with our previous system (ACT!). So far not happy.
the mobile app is good
Try before you buy. The switching cost for us was huge.
Kay from Environmental Jobs Network
This is a fairly good product technically but the support will cost you an enormous amount of time
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
Move on! Quickly! Their support is horrendous. Each person tells you something different about set up/ what the product can and cant do
NELSON from PROGRESSIVE TAX SOLUTIONS
Specialty: Software / IT
I did not have a good experience mainly due to support issues regarding help getting started with importing a large file for campaign use.
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.
If support from a CRM company is important to you. This one is NOT the company you want!
Kristina from Dot Kom
Zoho has everything you need and it's simple to learn. I liked that I could integrate other programs.
There was nothing that I didn't really like. I was satisfied
Use it for a couple weeks to get used to the software before you evaluate
Sara from Lamplighters Yeshivah
I loved how customizable it was. I liked that you can add relationships, and organize people by accounts and classes.
I didn't think it was super suited to non-profit organizations
Start out with a trial of the program and see if it suits your organizations needs
Kellhy from VMG/studio520
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.
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.
Get your hands on it and use it. They try other CRM programs. You will find that this one is the best.
Satjay from Consultant Plus Immigration Ltd
I have been using Zoho software for almost a year, best thing about this product is, it is very user friendly.
Nothing so far. I have had great interaction with support team. I find Zoho CRM doing exactly what I need and more
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.
IliAna from allied Staffing
Specialty: Other services
How easy It is to use. Everything is pretty clear and there are different tabs to separate task.
I like everything about it. I don't think there anything that I would improve.
In order to understand it you have to play with the system there's a lot of features
derek from Allied & Associates
the easy access and it makes things very usr friendly when communicating with staff and clients
theres nothing that i could say bad about this product
Try it out and i think youll be highly satisfied with the product. its very convenient and i would recommend any business to give it a shot
Miriam from eXp Realty
Specialty: Real Estate
It was easy to set up tasks and get reminders. This is important for staying on track.
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.
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.
Sheri from Allied Staffing, LLC
Specialty: Other services
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.
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.
Take into consideration that although the cost may be appealing, you may have to pay Zoho to configure it.
Alex from R.L.P. Development Company, Inc.
Specialty: Real Estate
Web-based capability accessible from anywhere, project tracking ability (Milestones, TaskLists, Tasks)
Takes some training to learn the ins & outs of using the software.
Zoho offers a great project management software solution while not breaking the bank.
Lee from CASA of LA
I like everything about this company and their product. I would recommend it to anyone who needs a simple no-nonsense ticketing system.
The reporting features. Although, I'm using the free version, it still would be nice to be able to create custom reports
If you don't need a bunch of bells and whistles, this is the perfect helpdesk ticketing system available for free.
Karl from The Borgen Group LLC
ease of use not hard to learn the basics of the product but it can be improved upon
not as many features as other crm of the same class and cost but needs give it more class structure
I have not offered this to anyone else to evaluate
Justin from Technifi
Specialty: Other services
Easy to use, the apps work great, all cloud based so can use from any device.
Can be a little pricey for small company. but the features are nice!
Use google apps for business and you can make everything integrate.
Gary from IntraTravel
Specialty: Hospitality / Travel
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.
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.
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.
Marcus from STILTEN
Ease of use, and customization of portals. Nice layout and functionality.
Technical glitches (occasionally), and lack of interface between some of the modules
Good for use for lead tracking and mail merge email templates