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

918 Reviews of Zoho CRM

 

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Software Advice Reviews (89)
More Reviews (829)

Showing 1-20 of 89

Erin from Apparatus Contractor Services, LLC
Specialty: Accounting
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Good Place to Store Leads

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I don't know that I would recommend Zoho if you were looking for a robust CRM, but for our unique case use it's completely satisfactory.

Pros

We use Zoho to store our leads for our email campaigns. It's extremely affordable and easy to upload/export our data.

Cons

It's a tricky CRM/dash to navigate. It's almost more confusing than Salesforce at times! I don't like that we can't mass delete a set of contacts.

Review Source
 
 

Hilary from MUN
Specialty: Non-Profit
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Using Zoho for Non-profit

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

This product allows me to visually and easily keep track of all the metrics our company needs to track. Once set up, it is very easy and quick to use - it has replaced many of our other software applications.

Cons

It was challenging to set up. As it was too costly for us to customize the features, we had to spend a lot of time figuring out how best to set up the pieces so they could work with our company. Once this grunt work was done at the beginning it worked great.

Review Source
 
 

Jen from ProShred
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

You get what you pay for

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Unlike my other review, I only used Zoho as a user, not as an administrator. I can't comment on the customer service, as I never had contact with them. I'm aware of the pricing as I shopped them before choosing the CRM my team uses now.

Basically, this is a great free database, accessible by multiple users. It is not a great pipeline tracker. It is not a great system for an efficient data entry process.

Pros

The best thing about Zoho is that it's free for up to a number of users. Great for a small business who doesn't have a budget for CRM yet and needs somewhere to store information and search it later. It can be simple to use. I always look for a system that you can enter a very minimal amount of information into in order to store a lead or prospect. Zoho is definitely capable of that.

I have used this in conjunction with inside and outside sales teams together. It was simple enough for the inside team to look up an account that calls in to see if they've had contact with an outside rep, and vice versa. It's nice that it has a mobile app, though when I stopped using it it was still the least intuitive/useful app I had on my mobile devices.

Cons

I've used other CRMs, and I noticed that using both Zoho and another (Salesforce) it is very common to happen upon duplicate prospects in the system. It seems like the way an account is entered is not as intuitive in detecting that the account already exists. I've used others that will suggest any contact, address, phone number, name or business that already exist in the company's pipeline literally as you're typing them. With Zoho it's more like you look up each data field first on your own to be sure the account doesn't exist before entering it.

That can be pretty tedious for an already tedious job like assisting our reps with data entry. The result is lost notes, because some are on one of the duplicates and some are on the other. I've seen this particular problem cause a lot of lost time and energy for outside reps in particular, who go out to an account not knowing the most up to date information about it.

I also found the other tools to be less useful than in other CRMs. For instance, generating a report on your pipeline and what stage the accounts are in. Other CRMs in a similar price range are easily capable of telling a user how many prospects are in follow up or final stages of the sales process. While using Zoho, I actually tracked my pipeline on my own separately using a spreadsheet. It was easier and more intuitive than the CRM offered. Now, leading a team, I would not use this CRM and this would be a big reason why. I can't imagine trying to track the progress of our leads via a team using this CRM's tools.

Review Source
 
 

Stewart from Hallmark Consultants
Specialty: Software / IT
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

Zoho CRM is the unsung hero of inexpensive apps for any size organization

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have been pleased with all of Zoho's offerings but I love Zoho CRM.

Pros

The multitude of integrations out of the box are impressive. Zoho is one of the few companies that doesn't over promise. All CRMs need customization to fit the needs of the organization. Don't overpay for CRM because you are dazzled by functionality.

Cons

Not a US based company. Support is fair but not great. The included features for a subscription level is constantly evolving. New features are purposely put in a new subscription level that did not exist before, forcing an upgrade.

Review Source
 
 

Douglas from LunaTech 3D
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Zoho CRM Review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Ease of use. Great at keeping Leads and Contacts organized and up to date. We love how it integrates with all of our Google Accounts.

Cons

No integration with Quickbooks. This requires us to double entry much of our data which is tedious and time-consuming.

Review Source
 
 

Nathan from Unata
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

All the features of Sales Force, but free

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It gave our small business clients all of the features they needed in a CRM, but was able to fit their budget. The team was quick to reply to bug or technical support issues as it grew, and have added features over the years that have made the product better and better. Their integration with the video calling is a nice touch, and we find that the customizability was really what stood out for our clients.

Review Source
 
 

Frank from Suthwest Logistics
Specialty: Transportation
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

The best CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Zoho CRM is so easy to use. It has all the complicated processes most other CRM's have however Zoho makes it so easy to use and customize.
Their customer service team is excellent, they are always there when I have a question.

Review Source
 
 

Robin from Infobahn Softworld
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2018

February 2018

Wonderful solution to create effective flow with clients data

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Zoho CRM allows me to automate company sales process and organize a general document storage for an administration team.

Cons

I want to notice that the platform sometimes works slow and need to update the connection speed. It is the biggest trouble of this system.

Review Source
 
 

Eric from Bectran, Inc.
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2018

February 2018

Zoho is simple, not sure if it can hang with some of the other major players though.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Its simple. We use it to house all of our leads and to keep notes on our interaction with prospects. Also to keep track of pipeline.

Cons

It can be a bit clunky at times. Compared to other CRMs that I've used, Zoho doesnt seem to have as much functionality as those.

Review Source
 
 

Scott from Right Now Mobility
Specialty: Healthcare / Medicine
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

ZOHO CRM can be customized to your business!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Before implementing, play with the system, put some data in it and figure out how it should be used in your environment. I didn't have help implementing it for my team, but took me 3 months before I felt comfortable making the switch. I'm sure if you spent an entire weekend you could make it yours, but a lot of time is required. I would even say hire someone to help you, it may save you some headaches later.

Pros

Change just about every single detail of ZOHO CRM base product to get the layout, features, look you want. The integration between all of the ZOHO products is wonderful.

Cons

Tech support is a little spotty sometimes, they always answer the phone but if you get the right support is the issue.

Review Source
 
 

Lynn from diamonddog Strategic Marketing Services
Specialty: Advertising
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Zoho CRM - Free Version

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Overall, I think Zoho offers a great CRM and we are considering upgrading to the paid version.

Pros

For a small company, the free Zoho CRM version does the majority of things we need it for. It provides a good database, and most of the features are very easy to use. I have nine users on it and it has been working well for us for the last year.

Cons

When emailing to clients you cannot see the whole chain of email in the CRM. You have to cut and paste responses together, which does not work well. Also, the email campaign capabilities are limited in the free version.

Review Source
 
 

Brigit from Stanton ESI
Specialty: Engineering
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Solid CRM platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Ease of use and the customizable organization. Highly moldable to suit the particular business and business operations.

Review Source
 
 

Dave from Explus
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2018

January 2018

ZOho CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy to import contacts, or add contacts. Mass email and templated emails save much time. Sorting and searching is easy. Plus merging duplicates.

Cons

Customer service is not great, the help desk and support documents need to be easier to retrieve. The support or help system needs to be better.

Review Source
 
 

Tony from Concentric
Specialty: Agriculture
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

January 2018

January 2018

Surprisingly robust for a free CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I think Zoho is a great option if you are looking for a free CRM in a smaller work/sales environment. It simplifies a lot of sales and marketing tasks that can be cumbersome. It is not very sophisticated with other integration (at least in the free edition). At my company, we need a cheap solution that would securely store leads and contacts so we could keep track of our interactions (e.g. emails and events), while still having the ability to standardize templates with our recruiting team.

Pros

A Huge pro for Zoho is that it is free! It contains all the must-have features that most CRMs use l like uploading leads, contacts, creating and sending emails, templates, tasks, etc. The user interface is very simple and user-friendly. It is robust enough to allow you to customize your dashboard view so you can be even more efficient. Zoho does integrate with outlook and googles calendars, making it easy to schedule and send invites to clients/customers outside of your organization. The email templates are also a useful feature that is so easy to use. You can upload your own photos, logos and custom colors.

Cons

What I don't like about the CRM is that email campaigns and invites from Zoho are more likely to be blocked by spam filters. After sending out email campaigns and invites, I have had to follow up with most of the individuals I reach out to, because it has been filtered to their junk email. I can't seem to find a consistent pattern either - as some people from the same organization received the email in their inbox, while others found it in their junk mail.

Review Source
 
 

Cody from Legacy Acquisitions and Investments
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

I had higher expectations.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

My suggestion for the company would be to set up customer support departments in the countries that you are selling your product. Allowing your customers and potential customers to get the full experience.

Pros

The price is right that is for sure. It has a lot of features for the price and could be a useful tool for a small business who doesn't have the funding for a more in-depth CRM.

Cons

I really didn't like dealing with their customer support. During our initial call, the guy spoke such broken English that it was hard to understand. In addition, his cell phone kept ringing throughout the call. Zoho's customer support is done from remote home sites and wasn't going to provide us with what we needed.

Review Source
 
 

Nathan from EMC
Specialty: Construction
Number of employees: 201-500 employees Employees number: 201-500 employees

January 2018

January 2018

Robust for the tech savvy user

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would recommend this for a tech savvy startup who is on a budget, at a very reasonable for one user this is a great tool for the office if you don't need individualized task assignments, if you have a bunch of users I would explore salesforce as a solution instead as the price will be better in the long run.

Pros

The largest benefit with zoho can is it's ability to be customized for each user and application usage (however see cons). My favorite part of the tool is blueprint mapping, it will let you visually map out your work flows, tasks, emails, etc all in one screen, however the directions and terminology is vague so it takes a while to setup.

From a functional standpoint zoho CRM is feature rich, with endless options for integrations and usages.

Cons

The help documents are ok at best, with that being said they do have free email support.
The settings and terminology ate difficult to arrange and set per organizational needs.

Some if the integrations zoho offers are not two way integrations with their own platforms.

Review Source
 
 

Sanjeev from Infobahn Softworld
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2017

December 2017

Good cost CRM and not expensive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This CRM helps me do all my lead maintenance tasks and i keep a very organized data structure format in the system

Cons

it is very user interface specific and works smoothly on chrome. slow on internet explorer, would appreciate the fix

Review Source
 
 

Erdem from Midwest Foods Inc.
Specialty: Manufacturing
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2017

December 2017

Why pay more for others

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

This CRM system does exactly same what other CRM systems do. Price is lower than other CRMs, easy ERP integration.

Cons

I wish it supported flat file integration. Look could be improved, also we need more modules for purchasing.

Review Source
 
 

Kelly from 91APP
Specialty: Software / IT
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2017

December 2017

Great Management and Tracking Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Lots of features and plug ins. Can create your own categories and tracking info.Setup and Maintenance are very easy. Clean simple interface that is easy to customize.

Cons

Support can be tricky and limited. The language barrier can be somewhat challenging at times.It is sourced through India and not easy to understand and follow along in English.

Review Source
 
 

Nicola from Evolve
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

December 2017

December 2017

Use as much as you need...

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It is a feature rich package for a very competitive price and easy to scale up or down as needed with growth

Cons

There is so much going on that it can be hard to see at a glance if this software solution is going to deliver on something that's required.

Review Source
 
 
 
Showing 1-20 of 829

Nick from Bolton Fine Foods

April 2018

April 2018

Very good CRM and easy to use

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

Have been using this CRM in my old work for years. We were monitoring all of the work processes, managing sales funnels (uploading leads, contacts, creating and sending emails, templates, tasks). All tools of Zoho CRM solution is simple to understand.

Cons

It is a lot to learn at first but once you learn it you will see it easy. The mobile app was crashing every now and then.

Review Source: Capterra
 


April 2018

April 2018

integration with gsuite is great - but better crms out there

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

how it just works - it's great for any business, and useful to keep track of all leads and company info

Cons

it's not the most beautiful or usable user interface, slow to load and mobile apps is not that great

Review Source: Capterra
 

Jim from CIB Group Services, LLC

April 2018

April 2018

A poor man¿s SalesForce¿a great CRM for small 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
Pros

Compared with many other CRM options and it is tremendous value for the functionality. Easy to maintain sales and prospecting activity, synchronize with Outlook email, and organize my prospects into groups.

Cons

Has more functionality then I can even get to so I'm probably underutilizing the tool. Would like an easier way to synchronize LinkedIn profile with Zoho user database.

Review Source: Capterra
 

Saurabh from Magicbricks.com
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

April 2018

April 2018

Zoho CRM helps getting all the business parties and inventories managed efficiently

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

The workflow, data automation are simple to implement. The solution is cloud based so storage is not a challenge really. Loads of free chrome extensions available which really helps in moving contacts from other platforms here, like LinkedIn for example.

Cons

Support team could be more efficient. While they have the solution to your problems, it is not easy to communicate with them. I feel they are not future ready and few of the other CRMs like Afinium offers few upto date features.

Review Source: GetApp
 

Joseph from Twang Systems
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

For businesses of all sizes

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

In the very beginning, I want to say that it is really cool that Zoho is free. I mean of course if you want to have a better version you actually have to pay, but the fact that you can easily try to use it without payment and worries for your money it is very helpful. Great product, trustworthy company, already helped me and many other companies to boost our sales and line up everything that way that you need to have a really successful sales department and of course business at all.

Cons

The truth is that I used to work with Zoho services for a quite a while, not only with CRM, so the fact that I still have not changed this resource means that I do not have any big problems. But when I only started working with Zoho it was a bit complicated to get used to the interface, but that is all.

Review Source: GetApp
 


April 2018

April 2018

Very Useful for Our Company!

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 best CRM online platform, it's the all-in-one tool for client management, specially because you can configure stages, registrees, automatization, and gives order to your sales team.

Pros

Evaluating different alternatives for customer management, we decided to use Zoho CRM because it has many features that allow you to configure the platform to your needs. Everything is through integrations and modules that allow you to connect with special extensions. It also allows you to generate reports and dashboard for measuring, which is the only way you can improve.
And the best thing: Zoho One! you can access to another Zoho platforms with the same account.

Cons

The bad thing is that you require knowledge and programming skills when integrating and connecting with other existing platforms.

Review Source: Capterra
 

Michael from Canadian Pro Drivers
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Great Online CRM tool that comes as part of a broad integrated suite

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

Ease of use, and free version gives plenty of flexibility

Pros

The tool is easy to use, has huge expansion capability into other tools (project, finance, etc) and is a solid online system. Support is great and user community is helpful

Cons

To integrate with email requires certain cost upgrade per user, so there are more cost effective alternatives available.

Review Source: Capterra
 

Karan from Electro Vision Inc

April 2018

April 2018

Amazing 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

organization

Pros

this is a really simple easy way to keep myself organized as well as getting all of my team and crew on the same page

Cons

Took me a little bit of time to understand the integration, not the most user-friendly but with some time and patience all can be learned

Review Source: Capterra
 

Ethelda from LowCountry Custom Screen Doors
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Was easy to learn and easy to use

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

Its a great product and you wont be sorry you bought it

Pros

The way it preforms and the ease of usage is wonderful there is so much you can do with this product . Tech support helps if you need them But you really shouldnt need help with this program since it is so easy to use .

Cons

I really don't have any problems with this program if functions just like its suppose to and has all the things I need

Review Source: Capterra
 


April 2018

April 2018

Straightforward CRM, does exactly what you'd expect a CRM to do

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

Nothing special, just the basics of what I needed from a CRM.

Pros

Lots of features, I mean LOTS - there are tons of integrations available, as well. It's essentially a giant factory of CRM features and integrations.

Cons

It's a little dated - the design (bad) is limiting the potential of its user experience. Forced user flows, hard to navigate - but once you "get it", it becomes much easier to use all they have to offer.

Review Source: Capterra
 

Valerie from Certified Angus Beef LLC
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Great product for price

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

It made it easy for us to work on tasks. It also provides control over dashboards, a 360 view of accounts and contacts, email automation, and comprehensive reporting

Cons

One main thing I dislike is the UI. Another major disappointment is the lack of integration with a number of third party apps.

Review Source: Capterra
 

Jyotishman from Simpleekare Health Pvt Ltd
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Have only tried the free version and it is fairly simple and has the required basic features.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

The software categorizes clients, contacts and potential leads. Lead entry is simple and intuitive. It also has a description field for remarks entry.

Cons

Cannot export contacts and leads, There should be option to capture date wise interaction with lead for better status tracking.

Review Source: Capterra
 

joy from Farmers
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Make it easy to handle customer data

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

helps organize

Pros

Zoho makes it very easy for small business to handle customer data. The price is also pretty affordable

Cons

Zoho doesn't rank well with it's customer service. I just got more help and better customer service from other brands

Review Source: Capterra
 

Josh from One Call Technology

April 2018

April 2018

For what we use it for it is a good 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
Pros

I like that we can input all of our opportunities/proposals and also be able to show what our profit on the project is going to be.

Cons

We only use the free version of it and but i dont know if i see the value for us if we had to use the paid version. Also it doesnt take much for you to need to have to pay the monthly fee.

Review Source: Capterra
 


April 2018

April 2018

Wonderful, especially for the price point!

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

CRM management. Invoices. Project tracking.

Pros

I've utilized the free version, I most like that so much is bundled (projects, CRM, invoices) and it all works together. You can upgrade to a paid membership AS your business grows, but not before. This is wonderful for small businesses and those attempting to get started.

Cons

I haven't experienced anything negative. I believe you just have to research the thing you want to do, to make sure that it will work properly. It took a moment (as an example) to discover how to sync CRM customers to the invoice part of Zoho but it works really well once you understand.

Review Source: Capterra
 

Victor from Globofran

April 2018

April 2018

Is a good tool 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

Easy to use, and configure, is a excellent tool to work for CRM, the best thing is the apps that we can use to integrate it

Cons

In my business is not helping a lot, for the kind of business, will be better if there is some integration with SMS to keeping inform in real time the incoming leads into the system

Review Source: Capterra
 

Sarah from QGenda
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2018

April 2018

A very basic organizer for accounts with little functionality.

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

Good, simple way to organize accounts.

Pros

I liked that you could mass update accounts and keep track of them easily by using the search bar. The reporting features were okay as well.

Cons

There was no way to connect accounts and organize them in a hierarchy, which is crucial for healthcare companies. The reporting did not allow cross filters with filter rules. It was a lot slower than what my company currently uses now as well.

Review Source: Capterra
 

Kenneth from CapEx Financial, LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Zoho helped organize my daily calls and categorize my interactions with sales reps.

Ease-of-use

Functionality

Product Quality

Value for Money

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

Organize my calls directly and refer back to them when I reach out next.

Pros

I liked the ease of use for Zoho. It's easy to log a call, and then connect it to a specific contact. It is then easy to find the past calls and refer to them while continuing to communicate with an individual sales rep.

Cons

I struggled with the actual layout of the software system, having used others, I felt it was at times difficult to look for tabs and sections that were needed. But all in all I had a great experience with Zoho.

Review Source: Capterra
 

Cris from Mockup Science Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Great CRM for effective business growth

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 CRM is one of the most simplified CRM. The layout is very easy to understand with limited training. It is very easy to move people through the process, to see how long people stay in a certain column, etc. We also run a bespoke reporting app that makes use of the API, which automates many processes that were previously done manually in Excel. If you're looking for a way to manage contacts and opportunities, then Zoho has you covered. They also offer integrations with other Zoho platforms for services like email marketing.

Cons

The mobile experience is not great. Would love to see a revamped experience that is more mobile friendly and responsive. Customer service is not very convenient, help desk and supporting documents need to be easily obtained.

Review Source: GetApp
 

Jhampiert from Instituto Universitario de Gerencia y Tecnología (IUGT)
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

I use it to coordinate and determine the life cycle of my client

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 allows me to establish as a suite a series of integrated modules that provide the sales force with automation as well as email, sales and report management.

Pros

What I like most is that it allows you to collect and manage contact and customer information, creating a history to give greater value to the offers of projects

Cons

As it is a tool that offers a complete management solution, integrating sales automation and inventory management functionalities, it should allow the establishment of multi-currency or local currency license payments.

Review Source: Capterra