All Zoho CRM Reviews

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Matthew

51 - 200 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed February 2021

Great product for SMB companies

User Profile

Shawn

Verified reviewer

Information Technology and Services, 11-50 employees

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2020

A CRM for the Masses

Overall, I would strongly recommend ANY business to try it out. Check out the free version and you'll still get a lot of value out of it. Their Paid versions are absolutely worth it. We started off with a Free version and then graduated into 3 Pro Users and it was a great experience. The Customer Support Team is EXCELLENT and they really spend the time with you to get you up and running and will offer other real-world examples. I feel they really want their product to work so they're dedicated in assisting even the novice amongst us.

PROS

This is a very low-cost CRM for Small Businesses that are interested in tying out to see if this can really work for them. It beautifully and seamlessly integrates with Outlook and you can use ZohoCRM for most (if not all) your communications with clients and prospects. The interface is easy to understand and you can get most things done intuitively.

CONS

Extracting out a list of all your prospects/customers into ONE Excel sheet became a painful experience because as simple as we assumed it to be it actually become fairly cumbersome. Maybe we didn't have the in-depth experience.

Reason for choosing Zoho CRM

Zoho was just way simpler to implement and launch. We literally started working on it on day One.

Reasons for switching to Zoho CRM

Dynamics CRM was just too HUGE and complicated. So was Salesforce. I feel those Enterprise CRMs rely on hiring a team to work out the operational logistics and create their dream-CRM from scratch. Zoho had so much out-of-the-box. THAT truly won us over.

Anonymous

501-1,000 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2023

"Streamlining Your Business with Zoho CRM: A Comprehensive and Customizable Platform for Clients"

Particularly for managing leads and clients, Zoho CRM offers a platform that is highly flexible and packed with features. Users can manage their prospects and move them through the sales funnel more easily because to the platform's automation, lead scoring, and lead nurturing tools. Also, users who need to swiftly follow up on leads from various sources frequently choose Zoho CRM because to its interfaces with other software platforms and real-time notifications.Despite the many advantages of Zoho's software products, there are certain drawbacks to be aware of, including a learning curve, restricted reporting options, and email campaign management tools that might not be as sophisticated as those of some rivals. Furthermore, certain users could find the support limits difficult.Overall, Zoho is a great option for organizations trying to simplify their operations and increase productivity because it offers a full and configurable suite of software solutions at an inexpensive pricing point.

PROS

Customer relationship management (CRM), accounting, project management, email marketing, and other business software solutions are all offered by Zoho. Businesses may now manage their operations more effectively from a single platform thanks to this. Aside from it being a comprehensive suite, the features of Zoho software can be specifically adapted to a business's needs and are extremely adaptable. This makes it possible for enterprises to design a solution that is tailored to their particular needs. Lastly, the pricing options for Zoho software are flexible and reasonable, making them suitable for small enterprises. Moreover straightforward and without any additional fees or costs for the pricing plans.

CONS

Despite the fact that Zoho CRM is user-friendly, some users could find it difficult to become familiar with all the features and capabilities of the software. While Zoho CRM integrates with many popular software tools, some users may find that certain integrations they need are not available. Some users can find it difficult to acquire the assistance they require when they run into problems with the platform because Zoho's customer care staff occasionally responds slowly.

Lawrence

Information Technology and Services, 2-10 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed March 2023

Not enough info yet and quetions need to be answed from upport

To long to get answers to questions!

PROS

Invoicing, stille valuating Lack of info of actual cost

CONS

Lack of info of actual cost Invoicing, stille valuating

Reason for choosing Zoho CRM

still eval

Kurien

Marketing and Advertising, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2022

Robust CRM, Great Value

Overall good experience. But do suggest the offer higher limits for customization and options such as Zoho Campaigns etc.

PROS

Easy to use every day, and options are simple to manage.

CONS

Customizations can be tricky, and it does have certain limits that you will need to increase, but Zoho support is great to work with.

Reason for choosing Zoho CRM

Ease of use, flexibility, and pricing.

Reasons for switching to Zoho CRM

Wanted to have a single CRM for contact management, invoicing, tracking etc.

Amit

Automotive, 1 employee

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed March 2023

review about Zoho CRM

Overall, Zoho CRM is a solid choice for businesses looking for an affordable, user-friendly CRM solution. While it may not have all the bells and whistles of some of its more expensive competitors, it offers a great balance of functionality and affordability that can meet the needs of most small to medium-sized businesses

PROS

Zoho CRM offers a wide range of features that help businesses manage their customer relationships effectively, such as lead and contact management, sales forecasting, marketing automation, and analytics. Additionally, Zoho CRM has a user-friendly interface that makes it easy for users to navigate and use its various features. The platform also allows for customization, allowing businesses to tailor it to their specific needs

CONS

Zoho CRM include its limited mobile functionality, occasional technical glitches, and a steep learning curve for some of its more advanced features. While Zoho CRM has a mobile app, sometime it lacks certain features and can be difficult to use on smaller screens. Additionally, I have experienced technical issues, such as slow loading times or system crashes, which can be frustrating

Reason for choosing Zoho CRM

Zoho CRM is known for its seamless integration capabilities. The platform integrates with a wide range of third-party tools and applications, making it easy for businesses to connect their CRM data with other systems and workflows

User Profile

Federico

Verified reviewer

Banking, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed May 2022

Good product for a Small / Medium Bussines

It was a fine experience, added value to the company which upgraded commercial operation from spreadsheets to a CRM which allowed a free version and a free trial.

PROS

Good step up from conventional spreadsheets, shows robust user management capabilities, this product is also very strong in third party integrations. If you are looking to upgrade from spreadsheets, you can try its free version, it is limited but will show you his potential.

CONS

The user interface needs to improve to a more updated and nice UX, customer service takes too long to process and solve support tickets, weak in automation and sync information within other Zoho platforms.

Reason for choosing Zoho CRM

Zoro CRM presented the possibility to implement successfully an integration with another services and third party applications.

Reasons for switching to Zoho CRM

The operational activity for the company was growing, and we needed to implement a CRM.

Maurice

Verified reviewer

Marketing and Advertising, 1 employee

Used monthly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

4

Reviewed December 2022

Zoho CRM is a professional, full scale business solution for online professionals!

Working in the Zoho environment was easy. Everything has a nice consistent feel and good layout. I could imagine this being a good choice if you want to switch to an all-in-one business solution.

PROS

The option to switch to a full-fledged online business software suite is a great plus. If you are on the lookout for more software in the feature that integrates well with Zoho, you can find all that in their complete suite.

CONS

Some features, like filtering and layout adjustments, are only available in the paid version. Not a huge dealbreaker, but something to consider.

Reasons for switching to Zoho CRM

I was on the lookout for a full-fledged business software package, and Zoho seemed to offer that. Still, I went back to Hubspot mainly for the way I use my CRM.

Anonymous

51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2023

Best CRM tool for all your needs

Keeping our database clean and updated at all times to ensure smooth and effective workflow both with our clients and our prospects

PROS

Ability to create custom fields according to our business needs and ease to use the system we were able to accomplish everything we needed and our reporting was so easy after the implementation along with smooth workflows all around.

CONS

The implementation and training were challenging.

Mohamed

Verified reviewer

Outsourcing/Offshoring, 11-50 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed March 2023

A system that is great for those who want to spare their costs

PROS

Zoho has done alot of improvements recently on the ease of use of their products

CONS

Its a massive system with alot of parts, so it can be daunting to setup

Anonymous

1,001-5,000 employees

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2023

Powerful workflow management tool

My overall experience with Zoho CRM has been great! It helps me manage customer relationships easily, provides comprehensive insights into customer data, and offers a wide range of customization options to suit my specific business needs. Highly recommended!

PROS

I love Zoho CRM for its intuitive interface and vast range of features that make managing customer relationships easy and efficient. The amount of customization options, powerful analytics, and automated processes are unmatched in the industry.

CONS

Zoho CRM has been a great tool for managing customer relationships. However, I found the user interface to be a bit clunky and not as intuitive as I would have liked.

User Profile

Mehandi

Verified reviewer

Computer Software, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2022

Zoho CRM Review

Business problems which we are solving using Zoho CRM are as such:- 1) Having better understanding of data from marketing and sales team. 2) Not every team needs access to CRM which is very good for securing our data and privacy is maintained at high level. 3) Connected different tools such as - Zoho Campaigns ( For email marketing), Zoho Bookings ( for book keeping), Zoho Inventory ( for inventory management), Zoho Bookings ( for booking management) etc. and all the data can be seen inside Zoho CRM, which helps us alot and we dont need to switch to differnet applications

PROS

Most impactful featres of Zoho CRM :- 1) Sales & Marketing teams can use it together to capture leads, convert them to a successful customer. 2) Marketing tools, Sales tools and post sales tools can all be integrated with Zoho CRM, which helps in maintaing data for each customer accurately. 3) We can intgerate Zoho CRM with third party API's or tools by directly writing the code inside the Zoho CRM. We can also connect Zoho CRM with other tools using zapier, integromat aka make, integrately, pabble connect etc Not all product is easy to use but with little effort I have figured out becausue they have Zoho Academy and the community for each application of zoho is good. Integration with the existing business was quite challenging but being a part of the good team makes it easy for us implement it. One more recommendation, if Zoho can bring case studies of how different industries are making better use of Zoho, then it will help us understand and expand our business.

CONS

One thing which I would like to get improved in Zoho CRM, is the overall speed at which it refreshes. If this can be improved it will save alot of time and make us more money. Getting custom coding and Blueprint is a little difficult but everything else is all good. Overall the integration was not tough for us with Zoho CRM.

Reason for choosing Zoho CRM

We were looking for a complete business operating system and Hubspot was not the write tool for us, because we have to purchase multiple tools and connect it with Hubspot and that will add exxtra cost. So, we have figured out Zoho One as one of the tools which will fulfill our thirst.

User Profile

Nabin

Verified reviewer

Computer Software, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2021

Keep your customers engaged with your business

With Zoho CRM it is much faster to manage your customers, projects, and communications all in one reliable platform. Its implementation in our organization has increased our revenue geometrically.

PROS

Zoho CRM offers a feature-rich platform to engage with your customers. You can manage contacts, send mass emails, notifications, manage inventory, implement an AI assistant, and even give your customers a mobile app to stay synced.

CONS

The software can not be self-hosted on your private server.

Reason for choosing Zoho CRM

Zoho CRM is easy to get started and integrate with existing business processes. Also, they offer a free plan and paid plans starting from just $14 per month.

Reasons for switching to Zoho CRM

Zoho CRM provided smooth data migration and a rich set of features.

Balaji

Biotechnology, 5,001-10,000 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed July 2022

A smart tool to mange your CRM data

Its a great tool, initially we are much favor of using this platform, but over a period of time, we are not able to work with out Zoho tool. We were dependent on multiple tools to manage our data and the Zoho platform has come as a great support.

PROS

The new analytics feature is one of the great option which helps us to visualize the details in a pictorial format like graphs, chart etc. The huge number of customized filed allowed by the platform make us agile in presenting and managing the data. Predefined reports is a plus and it reduce the TAT of creating everything from the scratch.

CONS

For some reason, I am not a great fan of new reports creation flow. The old ways of creating the reports has 2 columns and we can chose what we need and what we don't. Now also we have the same concept but in a parent and child flow. May be we are used to the old workflow and it might take for us to get used to the new reports.

Reason for choosing Zoho CRM

Initially it was free to use, so we chose to go with Zoho CRM

Reasons for switching to Zoho CRM

When we were using sugar CEM we don't have much features which we get from Zoho.

Vincent

Information Technology and Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed September 2021

Zoho One User

As time progressed my vision has clarified on what I’d like Zoho to do for me. Click a button, send a quote, and simultaneously send me an email for parts and products to send to my distribution vendors for shipping. I can have that all tied into Zoho Books if I want, but we have not looked at Books as of yet. We're going to be utilizing the marketing campaign in the near future. Currently we're utilizing Zoho Sign (DocuSign) for contracts and we're utilizing Workspace (Share Point) where we have a collaborative repository for training materials spreadsheets for our projects that we want to keep track of anything we want to share amongst ourselves that's what we use.

PROS

As advertised, you can run your entire organization from this enterprise platform that being Zoho One. We heavily use the CRM for generating quotes emailing templates email and quotes and proposals and contact management.

CONS

Each module can speak to another but on a very limited basis directly out of the box. You'll need to customize each modules ability to speak to each other in the manner you want. This will take some time for you to discover.. be patient, the product is not a "Magic Genie" but could be when you program it to be. You'll discover what you need and want as your use and familiarity increase. I recommend paying for the support from Zoho, it's not expensive if you don't have a lot of people, it's a percentage of your overall licensing fee. You can use the Zoho one support crew to give you any assistance that you need. There are two levels of support you can choose a Zoho partner who has business sense and understands how you're going to use your Zoho product. These Partners are sharp, intelligent groups and know what their doing. Consequently your pricing matches their experience. the Zoho support group has no business sense they're not intuitive they will fix whatever problem you have they will answer your questions, but they do not have business insight

Reason for choosing Zoho CRM

1. Chose Zoho One for pricing 2. flexibility 3. expandability 4. capability 5. functionality You can program this entire platform work together as one cohesive mechanism. It's truly an amazing platform once you get your head wrapped around the entire concept and you give yourself some time to work with it, I really think you will find it a very solid product. The downfall is it's all cloud based, it's not on premise. sometimes the website is a bit sluggish. Zoho on occasion takes a few moments to update. Salesforce priced themselves out of the market and I would have to hire a developer just to use the product. That's an immediate no go right out of the gate. Microsoft Dynamics I could manage on my own, however I still would be required to engage a partner and their minimum investment starts at $5000 another no go.

Reasons for switching to Zoho CRM

We needed something more encompassing and flexible. ACT's firs failure was not being able to integrate with Ring Central. Zoho allows for a click to call and bingo, your on the phone with whomever you're calling.

Douglas

Health, Wellness and Fitness, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE