Zoho CRM Software


 

Zoho offers 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 CRM offers multichannel support, allowing businesses to connect with their customers via email, live chat, phone and through social media. The gamification feature allows businesses to gamify their sales process and reward employees who achieve their targets. The mobile edition gives users instant access to sales activities and customer info on iPad, iPhone and Android devices.

Zoho CRM's Blueprint helps in automating sales process by defining workflows and macros for regular activities. Zoho can integrate 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.

Zoho can be subscribed on a per user per month basis. Users can subscribe to 15 days free trial period for feature evaluation.

 

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

381 Reviews of Zoho CRM

 

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Software Advice Reviews (40)
More Reviews (341)

Showing 1-20 of 40

Barry from Allfavor
Specialty: Manufacturing
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

May 2017

May 2017

Easy to use and portable.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
 
 

James from VTDI
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

ZOHO CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall, ZOHO CRM is good. It does need some improvement with their R&D.

Pros

Its a straight forward, easy to use CRM tool. It's Sales and Marketing functionalities are efficient, and the platform itself can be extended to cater other business requirements.

Cons

Lacks some of the important features such as validation rules. Some of it's WF automation requires editing then saving before it triggers.

 
 

randall from Consullting to Real Estate investors
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Zoho... lost it's

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

available modules, and collaborative connectivity to other apps, the used to have a great dashboard gone now?

Cons

used for over 4 years,,, they have destroyed "ease of use" and intuitive feel,,, which was 5 star previously

 
 

Lauren from Tvision
Specialty: Media
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

ZOHO CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

ZOHO Is VERY Customizable. The mobile app is beautiful. The organization is tidy, there is access to everything, and it is equally quick to navigate. It is easy to do all the basic features, and many advanced features. The mobile app won’t totally replace the dashboard but will allow a highly mobile salesperson to check in at the office less often. Finally, the app has enough flair to not be mind-numbing, but not so much as to be distracting. I found it to be a very solid extension of an office computer.

Cons

Not the best User Interface but the customer service is great. The mobile app has a solid set of features and the design is pretty intuitive. While the mobile app doesn’t give you access to the full spectrum of features you’d find on the website, it’s still very useful. There are a few other mobile – related issues that users feel Zoho should address, such as app crashes and adding additional email features.

 
 

Gwen from Place It - Professional Organizing & Interior Design
Specialty: Other services
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Just what I needed for my small business.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Zoho was a good choice for me. I don't have time to spend hours training on a new software and to spend time on the phone with customer service folks. I wanted simple and easy and that's what Zoho is. That said, I can see Zoho has a lot more features than I need right now, so I feel comfortable I can grow into Zoho without having to go to another software.

Pros

When I called customer service they were very helpful. Great training videos, worth viewing before starting to use the product. I like the fact that someone at Zoho reached out to me a couple of times after I purchased the product. Great customer service and attention to customers! I was very impressed, it made me feel like a person, not just another sale.

Cons

Zoho is generally easy to use, with a few exceptions. To be fair to Zoho I had unreasonable expectations. I wanted to jump into Zoho without having to call customer service. The good news is I've only had to call them a couple of time and both times they were easy to get a hold of and quickly answered my questions.

 
 

Adam from SEMCO
Specialty: Energy
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Solid product but an overwhelming amount of features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall I have enjoyed using Zoho CRM for my small business, but it did take a while to get use to the number of features and tools available. At times, it could be a little overwhelming, but once I found and learned the core functions that I would need for my business, using Zoho became much more enjoyable.

Pros

The tools in Zoho CRM all function well and are simple and intuitive to pick up.

Cons

The design and layout of the CRM often looks a little messy and rushed. Not always the cleanest looking.

 
 

andy from Content Pilot
Specialty: Legal
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Zoho CRM

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

The Zoho CRM platform is fresh, responsive dashboard and user experience update rolls its sales, email marketing, reporting, and customer service power for small and medium-size businesses in a modern, intuitive package at an affordable price for all customers.

 
 

Christoforos from Aspalis Concierge
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

The best crm for a small or medium company

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It has a free version
You can set it up in minutes , very quickly
Use it from any ware , it is on the web

Cons

The support is not responding very fast and this might be an issue sometimes.
The pro version might cost you more than other payed crm.

 
 

Chris from Mindful Leadership Education
Specialty: Education
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Zoho CRM Does the Job

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

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.
Specialty: Construction
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Great solution for a small business company

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Pros

Continuous improvements to the platform.
Cloud software
Mobile
Cost effective

Cons

Some bugs
Technical aspects for setup

Advice to Others

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
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Uninspiring CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Pros

n/a

Cons

Didn't play well with other systems

Advice to Others

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.
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Not so good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Pros

the mobile app is good

Cons

everything else

Advice to Others

Try before you buy. The switching cost for us was huge.

 
 

Kay from Environmental Jobs Network
Specialty: Advertising

September 2016

September 2016

An awful experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

 
 

NELSON from PROGRESSIVE TAX SOLUTIONS
Specialty: Software / IT

August 2016

August 2016

This was not a good experience.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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!

 
 

Kristina from Dot Kom
Specialty: Advertising

August 2016

August 2016

Easy to learn easy to use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

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

 
 

Sara from Lamplighters Yeshivah
Specialty: Education

August 2016

August 2016

Zoho for schools

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

 
 

Kellhy from VMG/studio520
Specialty: Media

August 2016

August 2016

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Satjay from Consultant Plus Immigration Ltd
Specialty: Consulting

July 2016

July 2016

Great Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

IliAna from allied Staffing
Specialty: Other services

June 2016

June 2016

Account manager

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

How easy It is to use. Everything is pretty clear and there are different tabs to separate task.

Likes Least

I like everything about it. I don't think there anything that I would improve.

Recommendations

In order to understand it you have to play with the system there's a lot of features

 
 

derek from Allied & Associates
Specialty: Construction

June 2016

June 2016

Its been wonderful and very helpful with my job

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

the easy access and it makes things very usr friendly when communicating with staff and clients

Likes Least

theres nothing that i could say bad about this product

Recommendations

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

 
 
 
Showing 1-20 of 341


May 2017

May 2017

Needs to be reviewed on business models

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I searched through forums and it seems like people have complained about the same issue for years and still Zoho has not come around to implementing a solution

Pros

easy to use and set up

Cons

not easily customizable. customer service isn't that great. no documentation on how to use.

Advice to Others

Not really sure that this is a great product to recommend.

Source: GetApp
 


May 2017

May 2017

Amazing system but lack of Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

What I love about the software is each module provides activities which you can track. This enables to be consistently updated. In addition, the system enables me to generate using built in reports.

Pros

All I need in terms of CRM is covered by Zoho CRM

Cons

Lack of knowledge by CSR

Source: GetApp
 


May 2017

May 2017

use this

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The desk is very easy to use and was very easy to setup. I would recommend it to all small companies. We were looking for a simple solution and I think we found it with Zoho Desk.

Source: GetApp
 

Mohammed Raza

May 2017

May 2017

Zoho CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

We are using the Standard version over 7 months and are fully satisfied working. Everything it has to offer is relevant and easy to use

Cons

Sometimes it crashes on Android and misses on some alerts. Also it does not allow single user upgradation

Source: GetApp
 


May 2017

May 2017

One tool for all our companies

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Zoho CRM are a usefull tool for comercial departments, integrating all customer information, sales, operation and invocing. Provide all the information at a glance

Advice to Others

It is worth using: effective and efficient. Very easily helps control sales and business

Source: GetApp
 

Quy from ANTERVIEW
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Great app

Product Quality

Product Quality
Quality

I have used many different CRM applications before trying Zoho. I must say that CRM is one of the best ones for recruiter that I would recommend you to try.

Pros

very helpful, very trustworthy

Cons

I have not identified yet

Advice to Others

You definitely should try this

Source: GetApp
 

Stephanie

April 2017

April 2017

Great way to keep track of your leads

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have a finance company that purchases Owner Finance Mortgage notes and I am able to keep track of my leads and sales through Zoho CRM. I use it everyday.

Pros

Great software to use when you want to keep track of my leads and sales.

Cons

I don't have any Cons at the moment for the Zoho CRM

Advice to Others

I would recommend this software to Real Estate Agents or Brokers that need an affordable software to use for their business.

Source: GetApp
 

Mark from Freight Exchange Network
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Great for a busy, small team

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our team is really starting to collaborate and work much more efficiently since we started capturing all our leads and activities into the Zoho CRM product.

Pros

The UI is pretty intuitive and there is a nice mobile app as well.

Cons

My only issue is that I cannot add customer fields with the free version, but I hope to get the paid version setup soon.

Advice to Others

It is a great tool to get your team collaborating and generating sales activity.

Source: GetApp
 

Amit from AS consultancy

April 2017

April 2017

Best CRM tool

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

IT is very easy to mange all the sales life cycle and get instantly information in the open potentials or the leads that are not conntacted yet, so you can focus in the rigth direction to grow your business. All the information you can overview in a single dashboard let you know how sales are running.

Source: Capterra
 

Fred from Manna Management LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Free Zoho CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Works well. It seems the ability to create reports is limited in the free version. Such as creating a list of people to call with their name, company and phone number together requires two reports.

Pros

Good package. Keeps on top of contacts and to-do items.

Cons

Some functions blocked on free package

Source: Capterra
 

Irv from Vixxo
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

April 2017

April 2017

Great Management and Tracking Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I used Zoho CRM software for over two years on a daily cadence and had relatively little bugs and issues. We managed all incoming and outbound leads for our department and also integrated a qualification survey to vet potential vendors. External users typically were able to complete the survey within 5-10 minutes which saved our company over 40 hours a week of management level labor. The external facing application could have been more user friendly but overall it was a success. I would recommend this software for small/mid size teams to track projects and leads, as well as create visually appealing progress reports and summaries.

Pros

Easy tracking of projects and leads
Ability to link between multiple forms
Centralized software to house data

Cons

Increased costs for additional data storage
Could be more user friend for external users
Slow product/IT support when system goes down

Source: Capterra
 

Pierre-Emmanuel from Monkey tie
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

One of the best to start with !

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

ZOHO CRM is definitely one of the best CRM to start with. I m working in a startup in HR and using Zoho. This is very convenient even for someone who has never touched a CRM before !!

Pros

Very convenient

Cons

Nee to start clean and to have someone who teach you during 1 or 2 hours to start with the good fondations.

Advice to Others

Start clean with the good forms and use ! Don't hesitate to pay someone to optimize and personalize the CRM for YOUR use.

Source: Capterra
 

Melanie from FitMetrix

April 2017

April 2017

Comparable to SalesForce, but cheaper and not quite as robust

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've used SalesForce before and Zoho accomplishes ALMOST as much as SalesForce in regards to a basic CRM. However, there are quite a few integrations lacking that can cause some frustration.

Source: Capterra
 

Melien

April 2017

April 2017

We can't live without Zoho CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We start the day white coffee and Zoho CRM, and we sure it will be a good day.We have the Holy Bible and zoho CRM. Thanks Zoho that you make our lives easier.

Source: GetApp
 


March 2017

March 2017

Very customisable and versatile CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Finding this very helpful, once it is setup definitely saves you a lot of time, not having to manually post each Twitter post. It is a very customizable tool with and great that it offers a free trial.

Pros

Lots of customization options available.
It has the potential to save business a lot of time, once everything is set up.

Cons

Like any app or tool, it can take a while to get familiar with its capabilities. Takes a while to get to learn how to use the bulk upload tool.

Advice to Others

Take advantage of the free trials

Source: GetApp
 


March 2017

March 2017

Great Value

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Zoho CRM is a great value. You get a very useful CRM that provides flexibility when coupled with their commands written in Zoho CRM's language. The only drawback is that they don't have an user reference field.

Source: GetApp
 


March 2017

March 2017

Good CRM but terrible support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are using Zoho email, calendar and CRM to run our small startup with 5 active users. I've previously used the full Salesforce.com package in a large multinational. I have to say the Zoho allows me to do the same things that I previously did in Salesforce to a pretty high level. Having said that, I don't think that Zoho is that cheap either, at USD $20 per head per month. That's $1200 per year for 5 people. A necessary evil unfortunately. Part of signing up for Zoho CRM is that they offer a call with one of their support staff to familiarize you with the product. This was a complete waste of time. Fist the call was 20 minutes after the appointed time. The man from India who called me was completely distracted and appeared to be taking other calls (putting his mic on mute) and typing on a keyboard while I was trying to ask him questions. He was very arrogant and rude and a liar. When I pointed out that he was typing instead of listening he denied it. I'd asked him the same question 3 times, and each time he came back with the same nonsensical question to my question. Bad, Bad, Bad. I ended up hanging up and am angry that they wasted my time with such a pointless and empty offer.

Pros

It's a fully functional CRM package for a small enterprise. It is relatively intuitive to use and I like that automatically picks up the emails you send and appends them to the client record, provided you've entered the clients email details.

Cons

The Indian call centre is a disgrace. Worst I've come across and that's saying something.

I don't think that the CRM calendar sync's with the email calendar.

Advice to Others

Avoid the call centre at all costs. If you can't work it out yourself, don't bother calling them as you'll just end up angry.

Source: GetApp
 

(tj) Tom

March 2017

March 2017

Great CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've used zoho crm in lots of places and find it quick and easy to customize and a good price for the money. Pretty much everywhere I go I drag ZohoCrm along with me.

Pros

easy to use, good features, great API, very customizable.

Cons

none really that I can think of. It's not as good as Salesforce, but a toyota camery isn't as good as a lamborghini either...

Source: GetApp
 

Tommy

March 2017

March 2017

Best CRM for an Insurance Agency

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've tired all kinds of CRM's and all of them were to expensive or even outdated. The insurance business as a whole is out dated with technology and by using ZOHO CRM we are able to assign prospecting territories, keep our agents from calling over each other when they are cold calling. Track qualified leads. Convert those qualified leads to opportunities and then into a customer = $$$. You really don't know the value of your pipeline until you track it and understand your industries averages. I realized how much money we were losing by not calling people back at the right time to reschedule appointments to close more deals. This is a great product for small growing agencies like mine. Most importantly, every time I add a new user or agent it only cost me $15 a month which I make my money back every month. So don't view this CRM as a liability when it is keeping track of your assets!

Pros

Everything I mentioned in my review.

Cons

It will take a minute to customize the CRM to your agency or companies workflow but when its set up it is awesome!

Advice to Others

I highly recommend it for the price, usability and overall quality.

Source: GetApp
 

Megan from LTS
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Reliable and affordable CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We've been using Zoho CRM for almost 6 months now. The beginning was very, very rocky. It's tedious to get setup if you have no CRM experience, and while there are How-To guides out there, they aren't very in depth and didn't answer most of the questions we have. The guides cover the most obvious things you can probably figure out how to to do yourself (like adding company details). The more complicated things like setting up work flow processes, are not user friendly and don't have good enough manuals.

Once you get setup and running though it's a decent CRM system, and very good for the price. I love their Sales Inbox feature and the way it separates out our salesmen's emails.

We also use the Zoho CRM app on our phones and haven't been too impressed. Would love to see that upgraded and improved to better interact with the cell phones and log calls and texts.

If you have Zoho Mail or any other Zoho programs already, definitely look into using Zoho CRM for your CRM needs. It's more affordable than some of the others like Salesforce, and has some good features that get the job done.

Pros

It ties in with our Zoho Mail, is very affordable compared to its competitors, and we love the Salesinbox feature

Cons

It's very difficult to setup to get it running at full functionality and the guides aren't in depth enough.
The phone apps could be improved to tie in better with cell calls and texts

Advice to Others

If you have Zoho apps like Zoho Mail already, then this ties in beautifully and is a great addition.

Source: Capterra