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

762 Reviews of Zoho CRM

 

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Software Advice Reviews (86)
More Reviews (676)

Showing 1-20 of 86

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
 
 

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

February 2018

February 2018

Nice for companies to maintain Business Development Information

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

i see lot of features good for business development purpose and they have nice user interface. Can be used in mobile also.

Cons

they have a very heavy built in page which crashes when i load in internet explorer, i usually open in chrome most of the time.

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
 
 

jain from Lawrence foods
Specialty: Food / Beverage
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2018

January 2018

One of the easiest CRM to customize !

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The thing I did not like about it at first was the fact that it was a lot to taken and learn. Other than that I really do like the program and still find it way easier to operate than a lot of the other CRM I have worked with previously.

Pros

What do you like best?
We have used a number of different CRM systems over the years but never have really found one that ticked all the boxes until now. The best part of Zoho CRM is the ease of customisation behind the scenes. It is easy to add new modules and fields etc and then use those fields to kick off workflows. With our business, we have our leads that come in from our Wordpress sites (fairly easy to connect up) automatically added to our Leads module. Then based on their region, it routes the lead on a round robin to the relevant sales user.

Everything is importable and there are many ways to integrate Zoho CRM with other applications and services (Gmail, Office365 etc).

With regard to collaboration, Zoho CRM allows our sales team to quickly review our leads, prospects etc. But what is very useful is that it links directly to our email accounts. This then allows any of us to look at a lead, contact etc and find out who contacted them last and what was previously discussed.

Out of the box, they have thought of a lot of the modules that you will probably need (Forecasts, Documents, Accounts etc). Each can be tweaked or you can start from scratch. The choice is up to you.

It also doesn't need to be set up all at once. We have been using it for about 6 months and are finding new uses for it even now.

Great CRM system.

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
 
 

Carrol from BizEx
Specialty: Other services
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Zoho CRM Rocks!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

I used to work as a contractor for a very well established CRM company that is now publicly traded and I Zoho is much easier to use.

Pros

Zoho CRM is user friendly! I am just launching a new business and needed an affordable tool to help me stay organized. I did not want to spend upwards on an online CRM. Zoho offers a free CRM and you can always upgrade. The free CRM got my business started but now I am ready for the upgrade. Their dashboard is simple, task and event lists are useful. Running campaigns are awesome!

Review Source
 
 

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

November 2017

November 2017

Great Management and Tracking Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source
 
 

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

November 2017

November 2017

Good CRM but terrible support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Joseph from EmployeeReferrals
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Easy-to-use CRM for small sales team with most of the functionality one would want.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Can create custom views of leads or accounts, by rep, employee headcount, softwares used etc. I have multiple lead lists depending on the vertical I am targeting and that makes it easy to manage.

Cons

The new layout is confusing. However, I can still revert back to the old one (which is what I am accustomed to so that is what I still use).

Review Source
 
 

Omarie from K08 Sounds
Specialty: Construction
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Depends on What Version You Have

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

At least with my company, Zoho CRM is only amazing if you have the Enterprise or Ultimate editions. The other (cheaper) editions do not have enough customization ability.

Pros

This is great for companies of all sizes. The ability to customize dashboards and modules makes it one of a kind. The reports are super helpful as well. Customer service is very helpful.

Cons

This is a lot to learn if you are introducing it to a large company. Customization features are very specific, and you want to be sure everything is running correctly prior to training. It can also get pricey.

Review Source
 
 
 
Showing 1-20 of 676

Milana from www.heal10.com
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Not a bad 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

A very good company. After opening my Internet project, I immediately wanted to automate it. The partner advised Zoho, as the price for services is small and excellent. Immediately pleased with the availability of mobile services, because I'm not always at the computer.

Cons

Like all the products offered by Zoho, their CRM is expensive, but it pleases both with its functionality and simple, and excellent technical support.

Review Source: Capterra
 

Shirley from http://www.heal10.com/
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Everything works perfectly!

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

Very interesting and convenient interface, everything is clear and accessible. Initially, there were some questions that were answered very quickly by tech support. I plan to continue to cooperate with them. All newcomers are advised to cooperate with Zoho, especially if the company or product is not particularly well-promoted, but they have a mass mailing, which is very helpful in the first stages. In general, I'm satisfied.

Review Source: Capterra
 

Anna from Web2win Russia

February 2018

February 2018

If you are a SMB & want to grow then use 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

The problem of keeping track of current and potential clients has always been a challenge. Zoho CRM has really turned our perception of this challenge around. We Love It!

Pros

I can meet our clients, no matter the surrounding. Very easy to connect across phone, social media, email or in person. It is much better to use analytics and reports for particular metrics regarding your team's productivity and your clients' life cycle.

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: Capterra
 


February 2018

February 2018

Zoho CRM allows for employees to input data, generate contact lists, mass email contacts and organiz

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's appropriate for a small business who needs an affordable, solid CRM. Also a good fit for somebody not wanting to a hire a dedicated person to manage it

Pros

Organizes data sets
Allows users to make and download reports
Cheaper alternative
The reporting is pretty good. I liked the reporting capabilities, didn't feel limited in that area like some platforms I've used.

Cons

dislike the ecosystem strategy. Zoho has limited integrations as they want you to use their additional offerings. The issue here is most of their other products aren't nearly as good as their CRM.

Review Source: Capterra
 

Josefina from Diario El Universal
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

February 2018

February 2018

Incredible platform for the 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
Pros

It is a good platform to interact with the client, allows you to continuously monitor the communication, also has an artificial intelligence assistant that is well developed

Cons

Like all zoho applications, some do not have the Spanish language available, this limits certain things, besides the costs are sometimes out of reach of the company

Review Source: Capterra
 

Andy from Media Beyond, Inc.

February 2018

February 2018

Great Free 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

A clean, attractive interface with full functionality at the free tier make Zoho a good choice. Never nags.

Review Source: Capterra
 

Jessica from Northwest Advocacy Foundation

February 2018

February 2018

Not bad, but not great

Ease-of-use

Functionality

Product Quality

Value for Money

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

All of the Zoho suite products are pretty intuitive and easy to use, which makes setup and training easy.

Cons

The software is a bit clunky, and is limited especially in comparison to of what other CRMs offer. Also, the logo looks like a child's game. I recognize that likely sounds ridiculous, but the look just doesn't fit with the product.

Review Source: Capterra
 

Kirsten from CS Thrive!

February 2018

February 2018

Too much like Salesforce in complexity

Ease-of-use

Functionality

Product Quality

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

it can do what you want it to do, but like saleforce you would basically have to hire a ZOHO professional to make it do what you want.

Cons

Not too easy to use. like saleforce you basically have to hire a specialist to build it out to do what you want it to do. if you want a basic funnel you can probably do it yourself. It is not responsive, like can send an email to those who did not open and email and a different email to those who did open email So it becomes like a cross between mailchimp and salesforce.

Review Source: GetApp
 


February 2018

February 2018

Very good experience, my team now can easily manage our sales activities effertlessly

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 way we can create the lead and it can be tracked by our team so that everyone is on the same page

Cons

web interface is good but app could have been better, some bugs are there in few features, response time need to improve

Review Source: Capterra
 


February 2018

February 2018

Zoho CRM is a great for managing candidates

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

This became a great tool to contact our candidates with easy and quick setup process.

Pros

It was easy to set up CRM and integrate with Zoho creator it allowed us to trigger actions and send out emails and SMS to all our candidates instantly.

Cons

There were some limits that we were not aware off and only came across as errors. Support stuffed Shockley helped us out with solutions.

Review Source: Capterra
 

Muhammad from Arab Academy for Science and Technology

February 2018

February 2018

awesome it gives free to 25 mailbox and 5 GB storage

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 allows you to make 25 mail account for your custom domain for free with 5gb storage so it's good for startups and small companies or student activities who needs custom emails for their website

Cons

it's sometimes slow and the UI is so fancy with no options but still a good experience to try it

Review Source: Capterra
 

Sean from Lakewood School

February 2018

February 2018

zoho's the bomb!

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 sell more faster. i track deals better.

Pros

I've used this for about 5 years and I really like it. The support team is awesome. I see new updates all the time. I seriously don't know why everyone doesn't use it. Clearly I'm a fan. When I hear people say "i use salesforce" i'm like, really, show me what's so special and they aren't able to show anything that's not in zoho so I think they are just believe the marketing msg from SF.

Cons

Well, I wish it was less money. I know I've already got a good deal but paying less is always better. I'm testing the crm + now and that's got some pretty awesome features like the predictive email sending. that's cool.

Review Source: Capterra
 

Patrick from Smith College
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

February 2018

February 2018

Free CRM allows 10 users on Free edition

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

Lots of f email marketing tools. Integration with Google pretty clean. The free edition also up to 10 users which is outstanding. The reporting tool is robust and filled with great options.

Cons

Workflow options only available to pay users. Email campaign are limited in the free version. The free version is really just to test. Support isn't great.

Review Source: Capterra
 

Muneeba from TRG
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

A powerful and interactive 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

This service really lets you close more deals in less time. ZohoCRM helps to keep in touch with your customers in a convenient way, through phone calls, live chat or emails. I love the fact that you can find things in the search and once you start typing all of the clients that you have already added to zoho start poppin up. The Integration with all the apps of Zoho is also one of the best features of Zoho CRM

Cons

I don't like the interface of this software. It took me some time to understand how to properly use this software but once I did, I didn't have any problems. So I can say it was difficult initially. It would be nice to have examples or tutorial videos on how to use it. Slow feedback from developers, they could respond faster.

Review Source: GetApp
 

Philip from SOLUM Community Transformation Initiative
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Zoho CRM is an easy and basic function sales and contact support tool. Intuitive flow.

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

Assists in tracking leads, contacts, potentials and progress against promotional goals.

Pros

Intuitive. Works like a sales person thinks and works. The setup is easy and quick to customize. Connects and communicates with email and basic social media.

Cons

Would like to have more social media connects. The good ones here are good. I understand there is a second software that connects. Would like it seamless.

Review Source: Capterra
 

David from Anoplate Corporation
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2018

February 2018

Great improvement over standard contact management 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

There is so much flexibility and customization possible, you are mostly limited by your ability to use them all. It has given our sales managers much better tools to manage their leads and accounts, and given management visibility to everything that is happening. It ensures that potential customers aren't left hanging and that the whole team knows the history of interactions. The ability to customize all of the modules and how they interact is great. There are so many features that we are barely using half of them, each month we discover something new that will help us.

Cons

It can be a bit confusing to the end users at first, the interface is less intuitive than it could be, especially with all of the different view options. Reports are also a little difficult to build properly.

Review Source: Capterra
 

Daniel from Charmed Touches Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Difficult to Use and Steep Learning Curve

Ease-of-use

Functionality

Product Quality

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

I enjoyed the look, the layout, and the options that were given as the solution is very robust. It can, however take a bit to get used to and learn.

Cons

This software is very much overkill for a business just starting out. They have a ton of bells, whistles, and options which can lead to a steep learning curve and confusion.

Review Source: GetApp
 

Mark from Daybreak Development Corporation
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Functional CRM - ease of 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

CRM monitoring contacts, address lists, daily todo lists, calendar, integrated email & cell phone log.

Pros

It is easy to learn. Quick to set up using import feature, you can use other data you have available. Integrated with other apps - email - cell phone etc. Logs phone calls & emails so to you know when & who you talked to. Also efficient Daily ToDo lists.

Cons

Free version has some limitations and integrations that would be more helpful. Unable & unwilling to spend the monthly costs for full features.

Review Source: Capterra
 

Jan from Graphical Networks
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Plenty of features, easy to use, good performance and availability

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's a CRM, so the benefits are quite obvious I think.

Pros

* Easy to use: not hard to find features and navigate the options
* Easy customization of modules and fields
* It has more features than we need
* Very ubiquitous, which means that others have integrated already. We use RingIO for our call management, which was readily integrated with Zoho
* It is quite fast most of the time
* Do not recall any downtimes ever
* Customer support seems to be quite attentive and responsive, which is very nice considering it is a a really large company
* You can see the evolution in usability without being too pushy with radical changes

All in all I see a lot more pros than cons

Cons

* The reporting engine leaves a lot to be desired. Yes, you can customize reports, but it is very basic. You can't really anything beyond the most trivial filters so we ended up created redundant fields that were necessary to work with the engines. At some point we ended up exporting the data to netTerrain and using netTerrain for the reports, which has a much better reporting engine
* The API is not really RESTful. The security schema is weak and in general REST guidelines and patterns are not complied with

Review Source: Capterra
 

Anthony from Cares Community Health
Number of employees: 201-500 employees Employees number: 201-500 employees

January 2018

January 2018

Inexpensive CRM for your basic 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
Pros

Out of the box, you can do some pretty basic items, really intuitively. The interface and UI is sleek and fast, like the rest of the Zoho Suite. You are able to customize almost every aspect of the software to fit your business.

Cons

It is highly customizable. However, it takes a lot of skill and work to get it there. Don't expect much from their customer support, if anything at all. Their mobile app is very limited as well.

Review Source: Capterra