My overall experience with Zoho was very positive. As the Director of Customer Success (in practice, sales and onboarding) for my company, I used Zoho to help build our sales funnel, keep track of my/our communications with clients, and drive sales and retention. Zoho proved to do all of those things well and at an affordable price. I would highly recommend Zoho, and if I'm ever involved with a startup in the future, I will push to use Zoho.

Zoho CRM has the same functionality as other industry-leading CRMs, but at a fraction of the cost. When I worked for a small tech startup with around 5 employees, I was in charge of selecting and implementing a CRM. Zoho fit our needs and our budget. Also, they provided excellent customer service and didn't seem to care that we were a relatively small client.

It took a lot of time and some third-party solutions (IFTTT and Zapier) to integrate with some of the other marketing systems we used in our business. While we could have probably replaced them with other Zoho products, as a small business it wasn't immediately feasible.

overall very good experience, works as advertise with good customer support as needed

Ease fo use, affordability, feature set, intuitive

some menus are not all that straight forward and require multiple steps to get some tasks done

So far, it has assisted us to streamline our contacts and leads with a new service line that has to run as a separate campaign. It has been challenging to set up processes and automation related to leads.

The app offers very good functionality and some excellent features such as its preset analytics that make performance mgmt a much easier job. Additionally, it offers the capability to extend your capability with other Zoho apps such as projects.

Despite the functionality it offers, it does not provide a unified journey for potential customer interactions. It does not actually help you actively manage your CRM processes. Furthermore, instead of working with Gsuite, it tries to force you to send and receive emails from within the CRM with inferior functionality (no signature capability...).

It facilitates in email marketing, visitor tracking, survey administration, and live chat with clients. We mostly utilize it for customer and campaign management.

One of the best features of Zoho CRM Plus is SalesIQ, which facilitates live chat and visitor tracking. Its workflow automation allows us to trigger more advanced features that are essential for our usage. Also, the email blaster is a must-have feature that saves a lot of time while bulk emailing.

The only difficult part was managing clients' tickets, which became a laborious task to make or ask a customer to create. We ran into several challenges while customizing the system. Some new project-related reports do not appear on the dashboard.

Zoho CRM Plus helped me and my company to avoid information asymmetry between me and the other components of my team when we talk about some Client, or before a visit. It is also very useful in case of some key accountant manager left the company, so you have anyway all the datas of his/her contacts in Zoho so there is not a loss for your company.

This software is a very complete CRM tool. That's quite good, after a meeting for example, to save and keep all the information related to the person/company you met. Very useful to keep all the data in the account so to be able to share them with the other components of your team. I use it as Business Developer, so I'm always informed regarding the situation of Clients and potential Clients when I go to visit them after a while.

Sometimes the software can result too much detailed. What I mean is that, for each contact, you can add so many information that maybe can even create confusion. What could be good is to have something like a "light registration mode" and then, if needed, the detailed one.