Zoho Reports Software


 

Zoho Reports is a web-based reporting and business intelligence platform. It offers several applications within its suite, including reports and dashboards, data warehousing, and more. This system is used by many different departments in small to mid-sized businesses, including sales/marketing, HR, Finance, Operations, and more.

The system includes various reports to provide real-time visibility into every aspect of the business. It contains a drag-and-drop interface, charts, widgets, and more to create a fully customized dashboard. Team members can share data and collaborate on tables and reports, with tailored access control for each user. These reports can also be published and viewed by other teammates, even if they don’t have a login, or embedded in a website or blog.

Zoho Reports is Windows, Mac, and iPad compatible, and can be accessed from anywhere, as long as there is an Internet connection. Data syncs automatically, and can be scheduled at any time. 

 

Zoho Reports - Sales graph
 
  • Zoho Reports - Sales graph
    Sales graph
  • Zoho Reports - Pipeline breakdown
    Pipeline breakdown
  • Zoho Reports - Pie chart
    Pie chart
  • Zoho Reports - Share reports
    Share reports
  • Zoho Reports - Generate dashboards
    Generate dashboards
  • Zoho Reports - Share options
    Share options
Supported Operating System(s):
Web browser (OS agnostic)

85 Reviews of Zoho Reports

 

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Software Advice Reviews (22)
More Reviews (63)

Showing 1-20 of 22

Lisa from American Laser Med Spa
Specialty: Retail
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

We use it daily!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

We can track everything we need to run our business with Zoho reports. It's easily updated and shared with our entire staff in multiple locations.

Cons

Sometimes our dollar signs turn into a weird latin symbol in our reports. It's sporadic. Not all reports and not on all computers. We just live with it.

 
 

Ishaan from Bombaykala Books
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Positive Experience Largely, Slightly Cumbersom

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

The ease of use and of making reports. It's easy to channel and funnel data into reports. Overall great UI.

Cons

I don't like that it is rather slow in responding during certain operations. High ping times sometimes, but largely OK.

 
 

Steve from KOS
Specialty: Marketing Services
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

I use the software to report on weekly sales and review trends.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great product

Pros

I like that the data is stored and accessible by my whole team on-line. It's also very easy to import and append new data sets.

Cons

It can take a little time to get used to creating your own reports. But once you have it down there are many different options available.

 
 

Diana from Nurses & Professional Healthcare (NPH)
Specialty: Healthcare / Social Services
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2017

October 2017

Easy to use but the reporting section is cumbersome

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Zoho is easy to use and has a short learning curve. The staff in our office learned to use it in a very short time and the functions that we use it for is quite complicated. It has various features that make it easy to use and understand.

Cons

It quite often runs slowly. One day you will be doing one of the functions and the next day it won't work correctly, then the next day it might be working again. The reporting in the system doesn't seem to work correctly so we had to program a work around it which is somewhat cumbersome. We do our billing from this program and it is very awkward to print because you have to go into each invoice separately and print them individually. We have had to create other reports but Zoho limits it to 300 records so we had to divide the report up into three sections and print each section separately. I would say that the reporting is the worst feature. Also, occasionally Zoho will update something without informing us, this will often effect the functionality of the program.

 
 

Omar from Jalasoft
Specialty: Software / Technology
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2017

October 2017

easy to access and create reports

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

It is very user friendly. the best part about this application is that it has a very short implementation plan. You can set it up and implement in no time at all. also an extra point is that this is a web based solution.

 
 

Robert from TITANS freelancera
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Great and easy to use system.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Zoho reports give us many opportunities to have plenty selfexplanatory reports important for our daily business.

Cons

I would still recommed to have more functionalities is basic unpaid version of zoho reports. In general I have no major objections.

 
 

Ronald from Jalasoft
Specialty: Software / Technology
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2017

October 2017

Very easy to use and intuitive to create complex reports

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

The big plus here is that is easy to use, simple web-based reporting/dashboarding/charting.It's so simple to setup and get started. Zoho Reports allows for really nice data visualizations with a lot of flexibility

Cons

Customer support needs to be improved. Any question or request via email takes several days to get a reply, since the company is based in India, getting someone to respond is a trial.

 
 

Korina from Right Weigh
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Wish you could import all sections of online quickbooks not just a few. I am on the fence about keeping zoho because very few people use it because of the functionality and ease of use being poor.

Pros

Visuals are good, it is a good way to visualize your data. You can make whatever report you want which is a nice feature.

Cons

Very hard to use for people that are not data-savvy, the UX/UI is not the best, not pretty on the eyes. If it was a similar experience the quickbooks online has for their report building, it would be easier for my whole team to use.

 
 

Sara from QuelDesign
Specialty: Marketing Services
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Fabulous Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Love Zoho Reports- not giving it up anytime soon!

Pros

When our company was selecting a new PM software one of the reason I chose Zoho Projects was because Zoho Reports integrated with seamlessly. Reports offered the info I wanted from Projects that other PM softwares couldn't offer. Other products had costly and complicated plugins- reports is cost effective and flexible

Cons

It took some time to learn how to customize my reports and get the data that I needed. Now that I know how Reports functions I can get any of the data I need. I love that I can make reports for our clients and they update automatically everyday. If I can't accomplish what I want the customer support is great! I would love to see chat support offered in the future. Just like with Zoho Projects, often I know Zoho Reports can do what I want it to, I just need help finding the function within the software. Chat makes it super simple in Projects- please add it to Reports!!

 
 

Julie from TransitScreen
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Good product for the value but interface takes some practice navigating

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

n/a

Pros

Affordable option for manipulating data/reports, very quick and seamless setup and integrates into Zendesk quite easily.

Cons

Hard to use interface, Support team is helpful but it takes a few attempts in outreach before they are responsive

 
 

Anthony from Firewalls.com
Specialty: Sales & Marketing
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Well Featured, Right Price CRM Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I like ZOHO compared to most CRMs out there, but a few tweaks and improvements, mainly to the look and layout could go a long way.

Pros

Lots of features and abilities, integrates well with other apps, logically and appropriately priced, easy to train new hires on.

Cons

Some organization and process could be improved, some screens/pages could look cleaner and more modern.

 
 

Brooke from Avantgarde Partners
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Hard to get set up and started, limitations to data aggregation

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

In theory, this product could be useful and do great things, but in execution, it's cumbersome, difficult to access and use, and doesn't provide as much possibility and flexibility as we'd like.

Pros

You can really manipulate the data and inputs in a lot of ways, which is great for tracking or seeing specific sets of data.

Cons

It is nearly impossible to set up with a team. If you have a company or team of people in Books and CRM, and one person initiates the Reports, everyone else is basically locked out, and it's very frustrating and difficult to reset the account and/or expand access, even with Customer Service help.
Additionally, you can only look at and report on one input at a time (e.g. only Books or only CRM). You cannot combine the data from the two sources to cross reference fields which only exist in one and not the other (like margin), and custom fields aren't always available.

 
 

Chase from Firewalls.com Inc.
Specialty: Sales & Marketing
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Use Zoho for Sales and CRM puposes

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I have been using Zoho CRM for about a year now and have enjoyed it thoroughly. I have used a few other CRM tools over the years but I believe that Zoho is the easiest to use and the most organized. It may not be perfect (nothing is) but I would highly recommend.

Cons

There are technical issues every once in a while with updates to Zoho but usually fixed quickly and effectively

 
 

Debbie from safetyunlimited.com
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Overall, very reasonably priced and does what we need

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Very easy to use, allows customization, and works well for our needs. Customer service is much more responsive than before, which is a plus.

Cons

sometimes it takes a while for fixes if there are issues, but c/s is much more responsive than before, which is good

 
 

Deb from Bluffton university
Specialty: Education
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2017

October 2017

Great BI tool.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Zoho reports is a pretty good business intelligence tool. It is very user friendly. My favorite part about this software is that it has a very short implementation plan. You can set it up and implement in no time at all.

Cons

There needs to be a lot of training for the end user. I do though think once staff are used to this software they can either keep playing with the software to get really good at it, or stay stagnant and only do the basics.

 
 

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

September 2017

September 2017

Mostly happy with it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Customer support is awful. The company is based in India and getting someone to respond is a trial, let alone having a chat. It typically takes us 2-3 days to schedule a call when we need in-depth support (we are in the US).

Pros

Zoho Reports allow for really nice data visualizations with a lot of flexibility in presentation, type of graphic, etc. Downloading underlying data is also easy to do.

Cons

There could be some additional features making it easier to use, such as including data in the downloads that is not included in the visualization. When downloading data, ID numbers and keyword information isn't helpful, but if additional data was provided the user could get a much better idea of what they're looking at in order to use the data externally from Zoho. There's lots more that could be done to make it more flexible and increase functionality, but it serves our purposes.

 
 

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

June 2017

June 2017

ZOHO Reports review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Zoho reports in general is a great reporting tool, although it may require some optimization when it comes to relationships.

Pros

Ease of use
Building reports and dashboards are easy
Gives better insight to businesses compared to some reporting tools
Very affordable
Supports multiple file types

Cons

Linking modules without relationship can be challenging
Report updates are either based on the automated sync or by updating it manually

 
 

Amber from GroupOne
Specialty: Healthcare / Social Services

July 2015

July 2015

ZOHO is Awesome!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

the software is cheap and competitively priced. You get a good mix of features for the price.

Likes Least

The email program is the weakest part of this system.

Recommendations

Great choice when looking to redefine how you do business

 
 

Ryan from GroupOne Healthsource
Specialty: Software / Technology

July 2015

July 2015

Zoho Reports

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

There are no upfront costs and no hardware/software to maintain. The best is it's easy to set up and use.

Recommendations

Use this product the most you can, after all, it is accessible from anywhere!

 
 

Sam from Anyonehome
Specialty: Real Estate

July 2015

July 2015

Affordable, easy to use - good mix of features

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Has lots of options and features. Ability to customize for company's needs. I like how you can keep all e-mails and task management all in one place. Plus the price point is fantastic for a product like this.

Likes Least

Features are kind of buggy frequently - macros. In addition, customer support is hard to deal with. One main frustration point for me was the way e-mails are handled, kind of slow and clunky.

Recommendations

Budget is one thing but performance and needs based approach is much more important. But is a great option for the price

 
 
 
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Showing 1-20 of 63

Roberto from Jalasoft

September 2017

September 2017

Very helpful for making quick reports

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

Easy to use, simple web-based reporting/dashboarding/charting.It's so simple to setup and get started. Zoho Reports allows for really nice data visualizations with a lot of flexibility

Source: Capterra
 

Phil from SCS
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Easy to use, free to get started and very functional reporting 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

Easy to use, simple web-based reporting/dashboarding/charting.

Pros

It's so simple to setup and get started. We use this to chart out sample charts with customer data to show how information that flows in and out of our systems can be used by C-level staff. Instead of using an expensive tool for this, we found Zoho Reports and have been delighted with how easy it to setup and chart.

Cons

I honestly can't think of a single con, because I'm using the free version of the software and therefore don't have very high expectations.

Source: Capterra
 


August 2017

August 2017

Bang for the buck

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 Reports is quite easy to use, at least for someone who has worked with other reporting and data visualization tools. Sharing with non-technical users is quite easy and straight forward. We, mostly, use tabular reports and the performance has been quite good.

Cons

The tech support lacks the promptness and sometimes don't quite understand the need and the urgency.

Source: GetApp
 

Ken from Litmus World
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Has improved visibility in my org

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

Has preset templates. Dynamic and can drill down. Can bring in as many filter dimensions you like. Dashboard options are many.

Cons

Is not real time. There is absolutely no support given initially to train you to use. Its all on faq docs and youtube videos. If you have queries you will need to schedule appointments.

Source: GetApp
 

George

July 2017

July 2017

Zoho Reports Review

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

Zoho Reports is used as the primary reporting tool for the projects at our consulting company. The team of more than 30 consultants use Zoho Projects to manage multiple projects for private and public sector. The interface between the two applications is seamless and stable, we also use extra Zoho Reports static tables (with non transactional data) and we plan to include connections to other data from our ERP.

Pros

We ended up to Zoho Projects and Zoho Reports, after a significant evaluation among several on-premise and cloud platforms. Cost, ease of use, licensing model, integrations with other Zoho (and external) applications, wealth of functionality and user interface, was our decision drivers.
We like the distinction between standard and user filters.

Cons

A short of programmability would be great like conditional formating, hyperlinking.

Advice to Others

Definitely, Zoho Reports must be present in a reporting solution evaluation.

Source: GetApp
 

Lesa from UMA
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

June 2017

June 2017

Has some nice features

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

gathered knowledge of what we really needed an ATS to do

Pros

ease of navigating the system is nice, clean look, auto updating fields pre-written Workflow rules and templates

Cons

lack of custom functions, not native to CRM sync does not work support not there on a needed basis, it could take days before anyone gets back to you, and then they really cannot provide the support needed

Source: Capterra
 

Tori from Optimax

April 2017

April 2017

Four stars for Zoho Reports

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

Zoho reports is a very easy and user friendly system. The data and charts produced are spot on and easily exported for quick usage and adjusting in an aesthetically pleasing format. If I had one wish, it would be if the reports could be viewed as dashboards, otherwise perfect!

Source: Capterra
 

Jidnyasa from Sarla Technologies
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

Nice experience with zoho report

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

Need to enter feature to create bug tracker report for customised fields good very good application otherwise.need to add zoho help desk reports as well

Pros

Nice features

Cons

Not applicable for zoho bug tracker customised features,and zoho help desk reports

Advice to Others

No

Source: Capterra
 

Deborah from TruTeam
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

April 2017

April 2017

Zoho Reports

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 would prefer a hands on training class instead of having to read the admin guide which I dont believe is very user friendly. I tried to create a folder and tried to use the help menu and the first step was click the reports tab and step 2 in the reports home page click create report folder. There is NOT a create a report folder in this tab....while creating a report you have to go to the last step basic information and select a folder or create folder OR you can select a report and select move to folder drop down which has a create folder option. I had to call the support line to get this information as the guide was NOT accurate.

Cons

Lack of hands on training classes for admins.

Source: Capterra
 

Tod from thumbprint
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Zoho Reports is super easy to 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

I needed to find a solution for a client dashboard to share metrics in a graphical format. Zoho was very easy to use and I was able to engage and create reports and dashboards within minutes. A huge time saver and helped me accomplish exactly what I needed.

Pros

Price, ease of use, integrations

Source: Capterra
 

andrea from Zetlin & De Chiara
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2017

April 2017

Great Support Overcomes Difficulty in Creating Custom Reports for a Small Firm

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

No matter what I did, I could not generate the reports I needed. I am a small firm with many projects I need to manage. The shareholders need to frequent reports on progress and the reports are just too complex!

Pros

That it works with Zoho projects. The support is outstanding

Cons

So difficult to get what you want in the reports and schedule running them.

Advice to Others

Take your time to study it and take advantage of the trial

Source: Capterra
 

Jean-Philippe from Hypotheque Lupien Inc

April 2017

April 2017

Great products

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

Zoho reports replace 7 reports done with excel. We saved about 15 hours each week in employees time, not counting all the errors that were introduced in the old reports.

Source: Capterra
 

Daniel from Pixup Media GmbH

April 2017

April 2017

Great 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

Great Tool to get some better insights! Especially the connection with other Zoho services is pretty easy and the default templates are easy to use.

Source: Capterra
 

Audra from Student Support Services - MISD
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

April 2017

April 2017

Zoho Review

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

My experience using Zoho is that it is simple to use and easy to understand. It is a very well crafted feature that organizes data in many ways. I have had no problems up to date.

Source: Capterra
 

Aurélien from Blacksales
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Zoho report for startup

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 are a small startup who needs to analyze the data of our emailing campaigns. Zoho reports provide a good platform to create charts and analyze data and recombine them in an interesting way.

Pros

Easy to import data from other online sources using API calls

Cons

Since it offers a lot of options to combine and present data, the interface is not very intuitive at first

Source: Capterra
 


March 2017

March 2017

Zoho Reports enable deep dives into data to assist in making informed decisions

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 integrates well with Zoho suite.
The customer support for Zoho Reports is above average.
Pricing for SMEs is in the affordable range for the functionality it provides

Cons

Customer support can improve. Also, the support teams between Zoho Books and Reports need to get used to each others' features since many a time we get bounced between the two teams before a workable solution to certain queries are found.

Source: GetApp
 

Randa

March 2017

March 2017

Great tool to manage your 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

It's easy to get familiar with it, even if there're some issues it can be reported and fixed right away!

Cons

Sometimes tasks are getting messy, filters aren't that efficient, sometimes filters list is too long and you can't catch the end of the filter's list!!!!

Source: GetApp
 


March 2017

March 2017

High Value Product

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

Zoho Reports provides access to detailed information at a fraction of the price their competitors charge. It's very useful to use for reports from their other products - CRM, Projects, etc.

Source: GetApp
 

Joseph from Sunny Energy
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Great report writing and dashboard tool

Ease-of-use

Functionality

Product Quality

Customer Support

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

We use this app for our internal process dashboards. The flexibility has allowed us to emulate our process flow for 14 major milestones on ever project. Projects move from dashboard to dashboard, with different staff members handling different milestones. The only real complaints are a lag time in updating data of up to 3 hours, and some lack of flexibility. Customer service is amazing - excellent! They really want this to be a great product!

Pros

Customer service is the best! Overall, a fairly easy app to use.

Cons

Some flexibility is not available. Data updates delayed by up to 3 hours.

Advice to Others

Zoho should consider allowing data updates on a more frequent schedule during working hours. Right now, it updates at best every 3 hours. If we could update it 5 times during working hours, we could set a better schedule for us to use, and the total number of updates per day would not change. We do not need updates after 6:00 PM or before 6:00 AM.

Source: GetApp
 

David from Basecamp Franchising
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

A lot more limitations than I'd hoped for

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 was hoping to see some specific data from the CRM with regard to the progression of leads in my sales process. I hired an expert programmer to help me customize it but it was too limited to see that data I'd hoped for. I was able to see pretty basic information pretty easily so if that's what you're looking for it will work well.

Pros

Integrates with Zoho CRM pretty flawlessly.

Cons

Limited on the data it can pull from CRM so limited in how specific of data you can see.

Advice to Others

Great if you're looking to pull basic information from your CRM.

Source: GetApp
 
 
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