Zoho CRM Software


 

Zoho offers a cloud-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 a 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 access to sales activities and customer info on iPad, iPhone and Android devices.

Zoho CRM's Blueprint helps in automating sales processes 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 add-on applications designed for specialized business, collaboration and productivity needs.

Zoho offers per user per month subscription pricing. 

 

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

554 Reviews of Zoho CRM

 

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Software Advice Reviews (48)
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Showing 1-20 of 48

Brian from Jack Laurie Group
Specialty: Construction
Number of employees: 201-500 employees Employees number: 201-500 employees

August 2017

August 2017

Best in class for price!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Company is very aggressive from a development standpoint, so new features are introduced regularly (Enterprise version). While we view this, in the long-run, as a huge positive, it does sometimes have its down-side when new training is required for changed features. Customer service is consistently way above expectations. ZohoCares is not just a hashtag line, they really do care about their customers and their productivity!

Pros

Very pleasing user interface.
Product is intuitive.
Excellent mobile application.
Very good application for both marketing and sales reps.

Cons

While product is easily customizable, special functions are not as easy as portrayed. Additional tutorials would be helpful.
Can sometimes have server "lag-time".

 
 

Benoit from 2MSens
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Best value for money

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Zoho CRM is easy to customize and use, and quite powerful. It's easy to integrate it with other softwares.

Cons

The integration with its own tools such as zoho campaigns could be easier. It's been a headache which makes it sometimes easier to send campaigns through Mailchimp and integrate it with Zoho CRM...

 
 

Cynthia from WCCS
Specialty: Accounting
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Zoho CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We rely on this software, well thought of product and we are very pleased with it.

Pros

Easy to use and it helps keep track of our customers needs, numbers and request. It makes our business run alot smoother and more convinient.

Cons

The price is the only thing I would say is a con about this software, it is easy to use and very efficient.

 
 

emily from Debut Development
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Simple and easy to learn

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

UI was clean and simple. Great for a first time CRM user. Nothing to overwhelming. Nice for sales work.

Cons

Could have had more customization for the UI. Better tech support. Mobile app was hard to navigate.

 
 

Neha from AgileApt Solutions
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Zoho CRM is very effective with an array of features and friendly interface

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Zoho carries easy to use attitude, wide no of features and capabilities with a affordable price. It carries amazing support services.

Cons

Missing in-depth reporting and customization. The Enterprise edition is unable to capture leads from social media like facebook and twitter.

 
 

Jinggang from education bridge
Specialty: Non-Profit
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Okay for a free CRM

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

It is free to use, which is helpful for some organizations or non-profits. It also is easy to see where things are.

Cons

It's really difficult to navigate contacts. For some reason, you can't group contacts into multiple groups. You can only put one contact in one group. And you have to click on the contact to see the notes about the contact.

 
 

Austin from Marketer as a Service
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

I like the product, dislike the strategy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Zoho CRM is a good product. It's easy-to-use, powerful, customizable, and one of the better CRMs on the market for a small business. The analytics and reporting is pretty good, and it really simplifies managing pipeline.

Cons

Zoho CRM is priced so low because they have an 'ecosystem' strategy. Essentially, sell you the CRM, and as your business grows, you'll buy their other solutions as well (campaigns, chat, etc). The problem is, Zoho Campaigns is just plain terrible. Saying that Zoho does marketing automation is beyond a stretch. I understand this is a review of Zoho CRM, but for a business that needs lead generation (i.e. almost all of them), this is a big issue to consider. There are very few marketing automation platforms that integrate with Zoho.

 
 

Paola from Sales
Specialty: Other
Number of employees: 10,000+ employees Employees number: 10,000+ employees

June 2017

June 2017

Easy to use, cost effective and dynamic

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

ease of use, dynamic environment to be able to customize most fields. It has been worth the investment

Cons

Customer Service is at times difficult to work with, technical support usually has a box answer - instead of understanding the question, they quickly have an answer based on 1 or two key words. One can tell that they are using those keywords to look for a simple solution.

 
 

Nathan from Revitalife
Specialty: Retail
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2017

June 2017

Don't use them! Their tech support is woeful!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Don't use them. Read the customer reviews, not the 'editorial reviews' that I read. They all read the same. Tech support is a disaster!

Pros

It does everything you would expect of a CRM. All the features you will end up needing are locked in the enterprise version, but that is industry standard...

Cons

Their tech support is almost non existent! It is infuriating. Waiting over a week for their developers to fix an issue that they themselves caused. Unfortunately for me the customer, the error has a catastrophic effect on my entire business.. But no one at Zoho seems to want to talk to me about it...

 
 

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
Pros

I can use it where ever I am on any device I have. Great for notes as you leave a customer. Jot it right on your phone and you are done.

 
 

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.

 
 
 
Showing 1-20 of 506

Scott from Right Now Mobility

August 2017

August 2017

Very Customizable, Very indepth.

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

I love how the customizable this software is. It definitely takes some time to play around the system to see what it can do and how to do it best. Zoho has finally come out with ZOHO ONE, check it out all of the items we use for one low cost.

Cons

The Support can be lacking sometimes, especially when you are working on connecting 2 different modules, the support teams like to point the finger at the other modules. This has happened several times to me.

Source: Capterra
 

Zelma from Keller Williams

July 2017

July 2017

Very 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
Pros

Zoho does a good job of automating process and servicing different aspects of your business such as Sales, Customer Service and Marketing.

Cons

Zoho is not intuitive, users would need to spend time learning and customizing features to fully utilize the software. Basic functionality such as having linked Zoho CRM accounts is not currently available.

Source: Capterra
 

Ronald from ComplyFirst, LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Projects are easy

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

Since we have started using this application, keeping momentum and tracking of new projects became so easy. We are able to divide tasks and projects within our team and keep a steady flow going by communication and accountability via this app

Pros

easy to use, able to upload files, communication

Cons

Not so user friendly, most of the team members had a bit a of a hard time to get use to the layot

Source: GetApp
 


July 2017

July 2017

Zoho CRM getting better

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

Well priced for any size company, nice new features including ZIA Easy to customize and user friendly

Cons

Very limited in the area of formulas, no validation rules available no cross module formula WFR limited

Source: GetApp
 

Kyle from FetchRev
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Complicated, non intuitive, and doesn't play nice with most sales enablement tools

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

I like the sandbox customization. Feels like a cheap salesforce clone. Reporting can be good if you have used salesforce or excel and understand how to run reports and dashboards.

Cons

The telephony isn't clean. The Slack integrations are weak. The Zapier integrations are super weak. The email tracking is crap compared to Yesware/Tout and other solutions. Workflows are difficult to make work too. Having to using another app and relying on integration is never a great fit. There isn't templates to begin with. If you haven't set up a CRM before starting with Zoho without guidance is not recommended. That being said after being on several teams that set up the sales process from leads to ops and management this was a BEAR.

Source: GetApp
 

Jesse from Gateway International Publishing
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

An excellent CRM for small to big business.

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

Excellent CRM platform and a great way to keep up on contact management.

Pros

Great tech platform, very easy to set up custom modules for contacts and vendors. Smooth, stylish, and full functional interface.

Cons

The email marketing leaves much to be desired. There is a limitation of sending 1,000 emails per day, and the anti-spam settings rather over due it at times.

Source: Capterra
 

Debi from NDMS

July 2017

July 2017

Zoho CRM functionality has increased over the years. Offers good options for smaller 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
Pros

Pro for this software is the ability to define fields across contacts, potentials and accounts for reporting purposes. Zoho CRM is more robust than Zoho Desk.

Cons

Zoho Desk has several limitations. For example, one cannot search by user defined fields. You can only search by Account Name. In addition, the links to Zoho CRM are limited. So if you have multiple accounts with the same "Account Name" but a user defined DBA, you cannot search by DBA.

Source: Capterra
 

Craig

July 2017

July 2017

good

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

easy to use and friendly. had no issues after logging on. finally i have managed to structure my business with the help of zoho. Saves me lots of manpower, time and energy. Thanks you Zoho

Pros

easy to use and very good navigation options.

Advice to Others

this is the best medium for small scale businesses to structure themselves.

Source: GetApp
 


July 2017

July 2017

WORST SUPPORT 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
Pros

Product is somewhat OK if you're starting with the CRM but they are slow in adapting to new technologies. They are still learning and is a good tool if you're a nut bolt retailer.

Cons

Their support team is a bunch of absolute pathetic people. Clueless nincompoops who have no training, empathy or understanding of how customer support works!

When you call ANY support line for any cloud service, they first tell you their name, ask yours, and request details on the issue and provide you with a case reference.

NOT WITH ZOHOCRM SUPPORT CLOWNS.

They talk to you on the phone and DO NOT PROVIDE a support ticket number. Even if you ask them they fail to provide a support request number. Next, if you call them about the same issue, the same nincompoop would ask you for a ticket number which he previously didn't provide!!!

As a result, you waste time, explaining them again and again repeating the same thing to a useless clown who couldn't care less about the customer's issue and has absolutely no empathy. Their work ethic and attitude are probably worse than those working in the oldest profession.

Here’s what their support reps should have done, but they NEVER do all this. All of this is Customer Support 101:
a. Announce their name! When you ask the customer their user ID and name, why can’t you introduce yourselves too?? By default? What’s there to hide?? Why wait for the customer to ask? Even a domestic call center in India does this!
b. Take a call back number to call back in case the call gets disconnected!
c. If you can’t call back drop a 1 line email with the case reference number so at least the customer has a chance to pick up from where he left off!

WHAT A BUNCH OF LOSERS.
A rather crude bunch with absolute zero respect for paying customers. They fail to realize that they're employed because of paying customers!

I have posted an audio recording of their unprofessional attitude on a support call, on YouTube. Just look for it and have a listen yourself, so you know what can be expected.

ZOHO MANAGEMENT - Get your support clowns to signup for free trials of other cloud bases SAAS products and raise support requests so they can experience and may learn how to provide customer support!!

Source: GetApp
 

Arturo

July 2017

July 2017

Really easy 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

Zoho CRM is easy to manage and has great integrations with other Zoho software and services like Zoho Desk. It also works great with SalesIQ chat and has great forms for websites.

Pros

Really easy to use and manage.

Cons

It has no email tracking solution for single mains and answers are not collected automatically from mail.

Advice to Others

If you need a really simple CRM use Zoho CRM

Source: GetApp
 

Honoree from Freelance SEO/ SEM/PPC specialist
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

Zoho Has Great Options for 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

I liked that you could pull in a Google AdWords account, social media strategy campaigns and listening, have all developer and design documentation stored at different levels of access according to team role. Zoho had a nice interface for project management that gave a good structure for product development and design. All design and development could be maintained in Zoho.

Cons

Hard learning curve, but completely doable. Zoho' features page and pricing could have larger more obvious icons and better wording to help you decide what parts of their product you need.

Source: GetApp
 

Thiago

July 2017

July 2017

CRM Zoho, another gold medal system

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'm using 2 services of zoho.

CRM and Desk. The marry beteween the both system is perfect

Can keep control of tickets and leads.

Excelent system, with alot of tools and integrations

Pros

Fast, alot of tools, modern conception, alot of mechanichal sales and leads system, perfect control

Cons

Need to customize to be more easy to understand.
There alot of options and no much tutorial help.

and the price is worth but could be more cheap to small business.

Advice to Others

Use this if you need to put a good control on your sales employes

Could control of information and alot of data options

Worth the price

Source: GetApp
 

Charles

July 2017

July 2017

Great CRM and excellent value for money

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 to use sales force, however the value for money and features on ZOHO far out-way that of any of its competition. I literally do everything an SME needs all in one cloud based program.

Pros

Does absolutely everything I need it to

Cons

Some social media sites do not yet integrate.

Advice to Others

If you take the free trial I am sure your sign up.

Source: GetApp
 


July 2017

July 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

Zoho CRM has made working a pleasure! Contacts, Potentials and Forecast at your fingertips. An easy to use dashboard and a great mobile App for my sales people.

Pros

Zoho CRM has made working a pleasure!

Cons

Dealing with the support team is not always great.

Advice to Others

It has transformed my business!

Source: GetApp
 

Javier from PlumChoice
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

July 2017

July 2017

It rocks!

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

One of the most important apps that I use in my organization. It is simple to use and has a ton of integrations! I will continue using this app for a very long time!

Pros

I love how the app has lots of integrations!

Cons

Wish I can change the terms of the leads.

Advice to Others

Get the whole suite or else you will be missing out!

Source: GetApp
 

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

June 2017

June 2017

Great app!

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 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, easy to use. Customer support is also great even when I used a free version.

Cons

It's sometimes the system doesn't understand the pdf document format when I parse a CV into it. This needs to be fixed.

Advice to Others

You definitely should try this

Source: GetApp
 

Tanya

June 2017

June 2017

Great platfrom

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 get to keep all my contacts leads and potentials, meetings in one place. It helps me to remember all my engagements--truly a great tool for any business and as everything I need to connect with my customers!

Pros

Allows me to store and contact numerous leads and rank them based on business potential.

Cons

I want desktop notification

Advice to Others

I want desktop notification

Source: GetApp
 

Barbara from Full Service Storage
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Great product! Easy Cheap way to manage all your contacts

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

It was easy to use. Was able to get it set up fast. Cheap and great customer support. Great intergration with other Zoho apps

Pros

Mobile apps, google intergrations. Manage everything from sales to contacts to sending emails all in one location.

Cons

The interface was not as nice looking or sleek as I would like. There are some areas that I thought should be able to cross reference or tag attachments that we were not able to

Source: Capterra
 

AYAZ from Group Express Employment Services
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 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

it is a perfect tool for getting the leads for your business. you can bring all your contact details of your client in one go and manage your clients according to their engagement. this gives you a good insight of your business if it is doing well and with which client.

Pros

best features are analysis of your clients.

Cons

customer support is an issue.

Advice to Others

use it and you will feel the difference

Source: GetApp
 

Jared from Huge Ad TV
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Making our sales tracking process much easier

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

Gives us better insights into our sales funnel
Makes tracking / follow up to accounts easier
Allows for mobile friendly use of the CRM (android & ios)
Tracks sent emails for delivery and open
Set reminders for follow up

Pros

We recently set up Zoho CRM because the fremium CRM product we were using wasn't sufficient enough to grow with our company. We've been impressed with the features and flexibility in the CRM for the price point. It has filled our needs well. The feature I appreciate the most is the ability to email directly from the CRM and track if the emails are delivered, opened, etc.

Cons

The software appears to allow for a lot of customization, but there are some questions as to how to do that on our end. CRMs have to contain a lot of information, but because many businesses are different, there are sections of the CRM that contain fields that don't apply to our company and we've yet to customize those sections to make it as efficient as possible for us... however, I'm sure with some time we can figure out how to tailor the platform to our needs.

Source: Capterra