Great product for SMB companies

Resourcful CRM tool for entrepreneurship

Great expirience and It is a good tool to consider for resource management.

Pros

The ability of the tool to integrate multiple resourcesful tools that enchange productivity and collaboration.

Cons

The tool works best with tools and programs from Zoho, which creates some times compatability problems.

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.

Buy something else

We are tired of stuff breaking and having to troubleshoot on our own. We are actively looking for a replacement.

Pros

price is the only pro with zoho CRM at this point, but you get what you pay for, not much!

Cons

Support is terrible, product has too many bugs and it seems like it was developed by technical people with no real Business knowledge. They are constantly adding more modules and this make other stuff break. instead of working on new modules they should make the CRM better and bug free. A lot of stuff does not make sense, We use CRM, Desk and campaigns daily and they are NOT as seamless integrated as they should be. zoho mail is useless so we continue to use outlook to manually send emails rather then sending emails from CRM. If a contact opts out of marketing emails (newsletters etc) then you can't email them directly from the CRM. BIG flaw, just one among many many flaws in the software.

Zoho CRM Review for Real Estate

I have been using Zoho CRM for four years now, and it has been a rewarding journey. We seen our sales increase, customer satisfaction is at a high and we are able to measure employee performance which is used for informed interventions.

Pros

In my view, Zoho CRM is the most effective and flexible CRM I have used yet, considering that I use it at work and in my own business. As an Agent working in a mid-sized agency, it was easy for us to set it up for our agency because Zoho also provides a how-to guide. The features we have set up include but are not limited to: Automating email campaigns for new and existing leads and maintaining relationships with our long-time clients for repeat business. We are able to integrate WordPress Forms (Elementor API through Zoho Flow), Facebook, Twitter, LinkedIn and Google My Business using Zoho Social. Managing Leads and Clients and setting automated reminders when a contact has not been touched for a certain period. Allow being able to view and track a contact's activities on the timeline. Not forgetting the overall collaborative ability to centrally manage all contacts as a team. Making sure that all potential business can be attended to if a colleague is not available for one reason or another.

Cons

As much as I love Zoho CRM, these are its limitations and areas of improvement: Zoho CRM needs to provide options on Graphic User Interfaces. As a visual person, that is really important, and I might not be alone. You are not even able to change the fonts. A user is not able to convert a client back to leads, unless they recapture the contact as a lead, export multiple clients and import them leads or write and run a Deluge script. This feature must come standard. Zoho CRM is a powerful app if you lack intent you will find yourself overwhelmed and unable to set it up for your business.