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

635 Reviews of Zoho CRM

 

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Software Advice Reviews (68)
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Showing 1-20 of 68

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
 
 

Susan from Keystone Pharmacy Purchasing Alliance
Specialty: Pharmaceuticals
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Zoho CRM-Easy to get started

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Recommend this CRM if you are a small organization looking for a simple interface that is very easy to use.

Pros

Setup and Maintenance are very easy. Clean simple interface that is easy to customize. They offer a mobile app and it has voice recognition for taking notes. Training sales team was a snap.

Cons

Field type limitations. For each level, you get a certain number of fields, but it is subdivided into types of fields. So you may show you have more fields, but if you have ran out of numerical fields, you have to delete. Only can have two columns. I had a great experience with customer service when I was first setting up. Now, with more detailed questions its hit or miss for help.

Review Source
 
 

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

November 2017

November 2017

It is a very good CRM at a reasonable price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

We have all good features for sales and business development and we maintain all our data here. It is available at a very reasonable price

Cons

does not offer much recruitment benefits and more of a sales system, completely web based and can be worked on the UI part.

Review Source
 
 

Derek from LaTech
Specialty: Energy
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Zoho is a good CRM with functionality. Not the best I have used, but gets the job done

Ease-of-use

Functionality

Product Quality

Customer Support

Zoho gets the job done, but is not as easy or functional as other CRMs I have used.

Pros

I like how I can set up task lists, clone contacts and leads, and the displays are visually appealing.

Cons

It seems that some functions are not quite as user friendly as other CRMs. As an example, when I convert a lead to a contact, all other leads under that same company need to be converted as well, rather than converting them at one time. It is functional, but missing key features that make work more smoothly.

Review Source
 
 

Armando from North Central Insurance Services, LLC.
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Affordable and Practical

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would recommend this product to friends and colleagues.

Pros

This product includes a wide range of features. There is only a slight learning curve, and many features included for free.

Cons

The subscription costs and options aren't competitive when compared to other CRM's with the same features.

Review Source
 
 

Daryl from UniBiz
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Zoho CRM offers a simple and effective way to manage your clients activities.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This is one of the cheapest CRM systems out there, consider trying it out and compare features with other CRM systems

Pros

Easy customizable frontoffice, nice design.
Doesn't use a lot bandwidth when connected to the saas platform
user friendly, mobile friendly
Free edition available

Cons

No internet means no access to your business.
basic and free edition almost the same, people will only upgrade when the need more user licenses

Review Source
 
 

Ronald from Jalasoft
Specialty: Engineering
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

November 2017

November 2017

It's a complete tool, with lots of possibilities to organize contacts.

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

It's a robust email marketing tools with web forms for gathering leads and comprehensive reporting. Integrates well with other Zoho products, Google Apps. Inexpensive. Functional free edition available.

Cons

It requires a lot of customization at the outset with limited customer support. the mobile app has limited functionality.

Review Source
 
 

Kevin from EmployeeReferrals.com
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Great experience and great price

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

It is intuitive to use. Very simple and priced very well. We like the ability to add custom fields very easily and run reports off of them.

Cons

You can't de-duplicate contacts and leads, meaning if you have a contact and a lead that has the same email you can't combine or delete the extra record. You can't mass email account contacts in a simple way like you can leads.

Review Source
 
 

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

November 2017

November 2017

Excellent CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I really like that its really easy to use and it looks very modern. I researched other CRMs before deciding to go with Zoho and a lot of them were outdated and very hard to use.

Cons

Everything works great, the only thing I would improve would be giving us the option to select which fields are mandatory.

Review Source
 
 

Euna from Mono B
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

ZOHO CRM software as an option for email marketing and sales tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would not recommend this product. If you have the budget, try to use Hubspot or infusionsoft (Scalable, robust and integrative) for small to medium size company, highly recommend Freshdesk for small to boutique size businesses. (Super user friendly and easy to use. Great great IT service support)

Pros

It is highly integrative and includes functional modules that can pretty much (supposedly) integrate with any other popular software.
Beware!! Many of the software integration doesn't work or it is not clear how it can properly function after integration.

It is inexpensive (they offer free version), quite cost-effective, integrative, clean interface (though it is a bit clunky with large font) and it is feature rich for especially for the upgraded one.

Cons

Customer service is beyond awful. Don't even attempt to use "chat" function or email them because it will take ages for them to reply.
IT WILL WASTE YOUR TIME.
They have documentation found everywhere but it is not clear. (They need to provide more supporting document!)

Review Source
 
 

Giovanni from Development Bank of the Philippines
Specialty: Banking
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2017

October 2017

360-Degree CRM

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

It is one of the cheapest CRM systems with highly integrative and functional modules out in the market today. It can be applied to most, if not all, businesses/companies for efficient marketing and sales monitoring.

Pros

Pros:
As we have been persistently looking for an optimum system solution to manage and monitor the Bank’s lending activities, Zoho CRM fully addressed all our needs from prospecting up to when the leads are being converted to opportunities. Their functional modules are very integrated such that there is no longer need for a separate Management Information System to prepare reports and status updates of all accounts/clients and employees. Zoho also offers an orderly set of interface making the whole software a very convenient and adoptable tool to efficiently monitor marketing and sales activities both internal and external. Plus, it is very very helpful to conduct an actual demo with Zoho Sales Administrators/Team. That is how we were able to look on the best of the system's functionality.

Cons

Zoho doesn’t offer yet an on-premise type of software architecture. Its cloud-based platform may be risky most especially if sets of information being plugged into the system are highly confidential. Although security features are comprehensively presented with certification from authorizing bodies, the risk will always be there.

Review Source
 
 

Jason from TBD Search Partners
Specialty: Accounting
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Feature-packed CRM that is scale-able

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Rich in features
Competitively priced
Scale-able
Nice layout that is easy to follow - Great feature for automating workflow.

Cons

Support can be tricky and somewhat limited. The language barrier can be somewhat challenging at times, as well. I will say that support seems to be continually improving.

Review Source
 
 

Kevin from McArthur Homes
Specialty: Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Zoho is Feature Rich, but customer support is not very accessible or helpful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

If you can navigate, create, and figure out all tracking and reporting on your own, this may be a good value. Otherwise, there are more user-friendly CRMs out there with good support service.

Pros

Lots of features and plug ins. Can create your own categories and tracking info. Cost of added features and plug ins are fairly inexpensive.

Cons

Getting customer support is tough. Occasionally can receive online chat help, but not always. Support is sourced through India and not easy to understand and follow along in English.

Review Source
 
 

Alvin from The Working Capitol
Specialty: Other services
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Clunky software that has too many restrictions.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This is a low-end software that serves a basic need for lead management. For more granular

Pros

They have numerous integrations and has a responsive support live chat. Webforms are pretty easy to integrate, and allows you to create workflows to automate simply tasks. Zoho CRM has a mobile app that allows you to check on your leads easily.

Cons

Clunky interface with too many restrictions. Requires you to upgrade your plan to have access to basic features such as creating a separate lead pipeline or triggering a notification when lead stays in a stage. Reporting is basic and requires you to upgrade again if you want access to a more complete reporting. Lacks integration with marketing tools to automate the population of lead source & marketing channel. It requires on third-party software that is clunky.

Review Source
 
 

Deni from Delta Think Inc.
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Not the best system out there... and customer support is pretty poor

Ease-of-use

Functionality

Product Quality

Customer Support

While the application has its flaws, we have been using it for over a year and it serves its purpose. Our main concern at this point is scalability, once we increase our user base significantly.

Pros

The application serves its purpose, but seems to be directed to much less sophisticated users than, say, Salesforce customers. It's fairly easy to figure out the basic functions, the reports are easy to set up, and the interface is fairly fluid.

Cons

It isn't always easy to figure out how to implement various functions. One issue we had was with the bcc function, which was blocked by an internet security application until we figured that out. Also, customer service is really poor. We use Zoho for projects too and customer service is even worse. We've been trying to work with them to figure out an institutional authentication protocol and they are useless. Not recommended for more sophisticated users. Oh, and we had multiple billing issues until they got their act together and fixed how they were billing for numbers of users and reimbursed us for that error.

Review Source
 
 

Jong un from McLabs
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Tried free version and it seemed ok for being free

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

It helped keeping track of customers and leaving notes on customer accounts. For being free, it was an ok choice.

Cons

Does not keep track of all email transactions except for the initial one. Which was not very good because you had to look in your emails to find out what the customers said.

Review Source
 
 

Jessica from Certified DEF
Specialty: Transportation
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Great product for the price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I really like the cost. Inexpensive with tons of features. Tracked everything I needed it to and more

Cons

Customer support wasn't that great. I was still learning the system and asked for help, they sent me to an online webinar, which would've been helpful if I could understand the guy

Review Source
 
 

jude from Mary Seacole housing association
Specialty: Non-Profit
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Zoho's CRM is so easy to use I haven't got any experience working with it before but in minutes I was building forms and had little or no difficulties getting around the platform

Cons

yet to find out I haven't really seen anything that I do not like. maybe if the pricing scheme per user was reduced I would like it better

Review Source
 
 

James from Victory Training and Development Institute
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

ZOHO CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

ZOHO CRM in general is a good CRM for SMB's. It's always one of the options in the CRM selection process. Any CRM is only as good as the business process behind it.

Pros

Pricing: ZOHO CRMs pricing is very affordable for SMB's. The pricing structure allows businesses to scale up without worrying about the monthly subscription.

Functionalities: Overall, ZOHO CRM's functionality is good. It has most of the essential business functionalities. Customizing the CRM according to the business process is very easy. It does provide basic reports and analytics that gives very good business insights.

Cons

Functionalities: Although ZOHO CRM provides good functionality, it still lacks some of it that will definitely be an added value to most of it's customers. An example would be a validation rule. A lot of the customers have already brought this topic over ZOHO forums, although ZOHO CRM reps respond with courtesy, this functionality is still in the RnD. A few other requested functionalities have been requested, but it may take ZOHO CRM years before implementing such.

Review Source
 
 

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".

Review Source
 
 
 
Showing 1-20 of 567

andrew from health

November 2017

November 2017

Zoho CRM is wonderful and works great with other Zoho

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

Recommend this CRM if you are a small organization looking for a simple interface that is very easy to use.

Cons

the thing which I dont like about ZOHO some features don't have enough depth and we can use them till some extent only

Review Source: Capterra
 

Abhijeet from Vodafone India Services Pvt. Ltd.
Number of employees: 10,000+ employees Employees number: 10,000+ employees

November 2017

November 2017

Overall Okay application - Neutral for me

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 got free trail for my enterprise edition - I was using ZOHO application since months and then for new trail they have provided me this application to use for my organization for free.

I like some features like can avoid overlapping within organization while working on same project.

Overall good product!

Cons

the thing which I dont like about ZOHO some features don't have enough depth and we can use them till some extent only - it is product limitation.

Average rating for all features!

Review Source: GetApp
 

Julien from B-Stream
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Yes but...

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

Lot of features and promises. Also some handy tools like iq, desk, book and cherry on the cake, lot of integrations...

Cons

but most of the integrations doesn't work. Wanna add your bank ? Well doesn't work with most french pro account (business) as they don't support EBICS. Could use it on my personnal account but i do not need a CRM in my private life :)
Even zoho integrations between ttheir own products fails. Example CRm and Books will give you 2 quotes links, one from books and one from crm both not related to each other.... it's pretty the same for all other features.
In books you create articles, in crm it's products meanwhile the article link is there too in crm but not working
Customers show with their name in books, with another name (account name) in CRM

I could spend the day on that .

Review Source: GetApp
 


November 2017

November 2017

Very responsive organization. Nice product, lots of 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

We have been able to train and model Zoho CRM for our Contact Centre.

Pros

Probably the integration and adaptability to other programs. I love the templates and workflows that you can create. Easiest way to do it compared to every other CRM I've used so far.

Cons

I think that it could look a bit nicer. It's a little crowded. There are so many different components of Zoho aside from the CRM, I don't have time to learn them all so I could be really missing out on some great features.

Review Source: Capterra
 


November 2017

November 2017

It failed to meet our business needs

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 think it is a good product only in case it meets all your requirements, in any other case, forget about it.

Pros

The ease of use is one of the best features of this software, although I think it is very simplified for some cases.

Cons

It did not meet all the requirements that we needed from a CRM. We tested it as part of the Zoho package (including the billing package) which was incomplete in many ways.

Review Source: Capterra
 

Ankit from Namhah
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Not Enough For User as of Now

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 in keeping track of Leeds, Feeds and the Accounts of our Clients. We can Keep Track of Vendors and also add our Products so that we can Analyse whats really Happening.

Cons

The Software as a Whole is Limited in Many Areas. The Feature Depth is not so much and as a paid user we need to have more fuctionality

Review Source: GetApp
 

Scott from SIBA(NZ)
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Great CRM for a not for profit society

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

Access to a free mostly fit for purpose CRM.

Pros

We make use of the free version of the software and it does almost everything that we need to manage our lists of members and also documents. In fact the documents part of zogo CRM (not zoho documents) is very good for searching for content within documents.

Cons

The reporting and output options for the free version of zoho CRM are somewhat limited and thereally seems somewhat of a disconnect between contacts and their organisations.

Review Source: Capterra
 

Chad from Carlease.com
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Zoho CRM has been the perfect tool!

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

Love that the CRM can be tailored to accommodate the needs of users. Has been easy to customize to fit our needs.

Cons

I cant think of too many negatives. I use the CRM daily and it works flawlessly. I would like to see the app version become a bit more robust.

Review Source: Capterra
 

Suzanne from On Point Realty, LLC

November 2017

November 2017

We love the robust features and ability to customize to our business cycle.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

What software are you talking about??? Capterra?

Pros

We investigated so many CRM's and found many of the others to have good marketing but a lesser product at a higher cost. We started with the free version and gradually moved up to the Enterprise Subscription so we could fully customize not only basic CRM functions but a full transaction management system. We have several custom modules and custom buttons that the Zoho Engineers designed to our specifications at no extra charge! You can use it right out of the box and get great value but the customization was really the icing on the cake for us.

Cons

I like that their is a whole suite of products that can integrate into the CRM but unfortunately the three we have tried/investigated Zoho Websites, Zoho Mail & Zoho Survey have not offered us the functionality we need so we have had to use alternative products. Older versions linked with LinkedIn so you could synchronize pictures of contacts but this no longer is possible - I think due to LinkedIn making an exclusive agreement with another CRM provider?

Review Source: Capterra
 

Jennifer from WeCare Pharmacy
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Great software for small businesses; best CRM tool I have ever used!

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

-Great value
-Extremely easy to use
-Everything is very intuitive
-Uploads are a breeze
-Love that you can customize each form with the information that makes sense for your business
-Form customization is easy and VERY flexible
-Love the mapping tool -- makes life easy for our "road warriors"!
-Reports are easy to create, generate, and store for future use
-De-duping is easy
-Search functionality is very through and easy to use

Cons

We use this software mostly to organize accounts and their associated contacts and to track visits, so we are only using a fraction of the software's capability. Our sales team has complained that sometimes the software is slow to "sync" on their phone app and we've had a few glitches with the app not prompting us to "log" a call at its completion.

Review Source: Capterra
 

Ed from CloudPerfect Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

The Introduction of Zoho One makes choosing a CRM simple - with 35+ Apps it leads the CRM Market!

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 is just fun to use. Everyone that comes into contact with it enjoys it.

As you use it more, you really start to appreciate that it is the most stunning CRM on the market. For all our leads and customers we can now see all their interactions to our company including all their emails, quotes, invoices, deals, pictures of their business cards, their facebook feed, their twitter feed, their visits to our website including times on the site and pages visited.

It really shows you all customer interactions - and this makes it the best CRM on the market.

Cons

Their customer service is getting better by the day. With over 5000 employees they have the resources to answer all questions - however complicated.

Review Source: GetApp
 


October 2017

October 2017

Very useful 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
Pros

Account links. I can modify almost anything. Blast emails and Templates. maps your accounts. ease of use on computer.

Cons

mobile app limitations. I wish it was easier to set up a new role. The mobile app crashes a lot. I would like to see the same search features on the mobile app that is on the computer.

Review Source: GetApp
 

Fabián from ETC Negocios

October 2017

October 2017

One of the best CRM platforms you can have

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

Overall satisfied by the solutions they offer us and by their free versions that are very useful.

Pros

The Zoho family is characterized by having potentially useful platforms for your business, no matter what your turn, has helped us to keep all our activities in order, protections, tasks, personnel, appointments, etc., best of all is that you can go adding modules according to your needs and budgets to have even more solid tools.

Cons

Maybe I could improve the response times by the support area, I did not have many problems but the only occasion I had to wait several days for me to solve a problem.

Review Source: Capterra
 

Tamara from Angel Bins

October 2017

October 2017

We have customized Zoho CRM to run our entire 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

We love that we can keep all of our incoming leads, customer information, invoices, sales report and record in one place.
We set-up Zoho CRM 5 1/2 years ago. At the time Zoho was limited but good enough to serve our start-ups needs. --Zoho keeps getting better each year with new features added regularly. We love all the new features that have enhanced our way of doing business. --Today I would recommend Zoho as the BEST CRM available. And we love the new tutorials and webinars!

Review Source: GetApp
 


October 2017

October 2017

Great 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
Pros

Really easy to use and set up. The builder is well designed, especially,, the Formation was easy to do and understand.

Cons

There are some required fields that could not be fully customized. Especially, the field description of required fields.

Review Source: GetApp
 

Janet from Carey Cleaning Solutions

October 2017

October 2017

We have started to use Zoho for our CRM scheduling and tracking.

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

Great option for a CRM.

Pros

I like that the software has so many ways it can be used. It is very complex and I know our company will be able to grow into all it has to offer.

Cons

Because it has so many features, it take a while to learn all that it can do. Sometimes I wish it was a little easier to understand.

Review Source: Capterra
 

Kassandra from Town and Mountain Realty

October 2017

October 2017

Good product, but it seems that upgrades are required to get full 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
Pros

In trying this program, I found it very intuitive - the platform (both desktop and mobile) was very user friendly.

Cons

I kept bumping up again required "upgrades." It seems that a lot of the functionality and integrative aspects of the program require paid upgrades, though, I was using a free trial so this may not be the case if you are using the program outside of a trail context.

Review Source: Capterra
 

Aubrey from appsFreedom
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

I used Zoho at a different company I worked at previously. They still have it in place at this time

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 enjoyed using this software. This is a basic cloud based crm that is scalable and can grow with your company. Perfect crm for small/medium size companies.

Pros

I like this product it was easy to use and had all my prospect and sales and marketing activities on one page so I didn't have to flip through multiple pages or tabs.

Cons

I wish it had more analytics and marketing automation tools. But for the money it was perfect.
I want visibility into team members activity within the record

Review Source: Capterra
 

Jessica from Laurel And Wolf
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Love it!

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

Very easy CRM tool!

Pros

Open tasks function on this tool is so neat! I'm a huge proponent of time management, and the functionality of this feature is wonderful.

Cons

Wish you could reformat the locations of each area--possibly "hide" ones that you rarely use. Sometimes I don't need the entire set of details, so it would be nice to hide when not in use.

Review Source: Capterra
 


September 2017

September 2017

Awesome for a 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

Since I have an IT background it was so easy for me to use and configure. The limits on downloading was a real issue for me, but overall it's an awesome tool. There's limited telephone or account support...so, you have to figure a lot out on your own. For me, it wasn't much of an issue. The integrations are cumbersome and harder to figure out without testing and patience.

Pros

free, intuitive and easy to navigate...helps me prioritize my pipeline

Cons

integration to outlook difficult, hard to keep up with tasks and takes a lot of configuring for a basic user if you want to maximize use.

Advice to Others

Have an IT person helping you.

Review Source: GetApp