Zoho CRM

Versatile CRM with extensive Features and customised Options

Comments: My overall experience with Zoho CRM has been positive, Once we got past the initial learning process, Zoho CRM became a crucial tool for our team. The platform’s integration with other Zoho applications and third-party tools has helps a lot.

Pros:

What I liked most about Zoho CRM is its customization and flexibility. The platform allows you to customize modules, workflows, and dashboards to place with specific business needs which makes it highly adaptable.

Cons:

With so many customization options, it took time to fully understand how to set the platform for our needs, when I newly start working in Zoho CRM, I found it a bit difficulty to use without proper training or resources.

Testing different CRM's

Comments: I like all of the features available I am just trying to figure out what all I need and how to use it.

Pros:

All the features available. There are so many.

Cons:

It is overwhelming with all the features and I am waiting to speak to someone so I can figure out which version I need.

Alternatives Considered: Google Workspace

Reasons for Switching to Zoho CRM: I am still trying to decide which CRM to use for my agency

Zoho makes a difference

Comments: It was a good experience unitl the issues started and had to keep being addressed. Overall I would still say it is a great crm system if they can fix the bug and keep things going.

Pros:

I enjoyed it at first because it was simple to use. It was also very easy to train others to use.

Cons:

After a few weeks of using Zoho it began to freeze and have connection issues. It made it difficult to use because everyday it had to be restarted and check for issues.

Looking for endless possibilities to elevate your business? Let me hook you up with Zoho CRM

Comments: We are grateful to have shifted from mundane spreadsheets into Zoho CRM. It has propelled our sales operations and enabled us to interact and connect with our customers without any hitches

Pros:

It is the dream of every business to have a tool or rather software that streamlines and optimizes daily operations. Zoho CRM is our go to tool. At an unbeatable price and with no hidden charges we get to enjoy its intuitive UI and sturdy features. During implementation and deployment of Zoho CRM I realized that the migration of our customer,sales and business data from our then solution to Zoho CRM happened soo effortless and with just a few clicks we were done. Even while an of our teams is working remotely, Zoho CRM ensures that there are no challenges of accessing customer information. It ensures boundless access to customer data at any time from their mobile devices and that way it keeps them on the go to continue with business proceeds and close those deals. Zoho CRM brings the two main business processes into a single place ie customers and sales management which has enabled us to optimize these operations meaningfully. Zoho CRM is adorned with reliable and highly advanced security features which protect our data from unauthorized access. Encryptions and audit logs have been very invaluable and convenient

Cons:

Zoho CRM delivers impeccable customization possibilities, ease of use, excellent battalion of customer support and a reliable and functional feature range.

Best CRM on the market

Pros:

Zoho CRM is one the easiest and best software I have used. Highly recommended!

Cons:

Cost. For a small business / charity the monthly fee is a expensive.

Alternatives Considered: HubSpot CRM

Reasons for Switching to Zoho CRM: Zoho CRM is easier to use and create my own module.

One of best CRM for Small Businesses

Pros:

I like lead management process and workflow automation

Cons:

doesn't have the two-way messaging option yet

Alternatives Considered: Salesmate and Clay

Reasons for Choosing Zoho CRM: Because Hubspot cost per contact basis which is huge

Switched From: HubSpot CRM

Reasons for Switching to Zoho CRM: ZOHO has alot feature and in compare its quite cost effective

Great choice for SME

Comments: Very nice, easier learning curve than other CRMs but (naturally) still takes a little effort in setting up.

Pros:

Very easy to configure fields and custom modules

Cons:

Took some time to get used to the Lead/Contact/Deal structure

Zoho Saved My Life

Comments: I had an overall good experience with Zoho CRM. For instance, process automation for repetitive tasks was a life saver such as making follow-up Emails. I Marveled at the customizable dashboards and metrics the software provides. Furtheremore, it integrates with a wide variety of social media tools.

Pros:

What i like about Zoho CRM is software is versatile and can be used in a wide variety of ways. For instance, It helped me organize customers contacts in an efficient manner plus when i was working for a Real Estate Organization. Furthermore, i was happy with the efficient customer support tools that the software contains. I used them in managing tickets and handle Customer Queries efficiently.

Cons:

Everything about the software is cool. Zoho has superior capabilities at the right price as compared to other Customer relationship management systems.

Transform Customer Management

Comments: We implemented Zoho CRM in our company six months ago and it has been a remarkable transformation in our customer relationship management. Since incorporating sales automation, we have seen a 25% increase in our conversions. The analytical reports have also allowed us to identify opportunities for improvement in our sales process.

Pros:

I like Zoho CRM because it is a software platform designed to help businesses manage their customer relationships more effectively. With a wide range of features and functionalities, this system suits the needs of small and large businesses, allowing full control over the customer lifecycle.

Cons:

Some users mention that customer service could be improved in response and time.

Reliable Business Email

Comments: It is a reliable option for businesses looking for a professional email solution without much hassle.

Pros:

I set it up for our small business, and it was easy to manage multiple accounts. It kept our work emails separate and more secure than regular email providers.

Cons:

The mobile app is sometimes slow to sync new emails.

Happy with Zoho - My company perfomance increased

Comments: As a satisfied Zoho CRM user, I can confidently say that the platform has exceeded my expectations. Its intuitive interface makes it incredibly easy to navigate, even for those new to CRM systems. The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues. Overall, Zoho CRM has streamlined our operations, enhanced our sales tracking, and improved our customer relationships. It offers great value for its price, and I highly recommend it to any business looking to optimize their CRM processes.

Pros:

The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues.

Cons:

the packages are not that flexible, more especially for. us small compannies

Alternatives Considered: EngageBay CRM

Switched From: QuickBooks Enterprise

Reasons for Switching to Zoho CRM: As a satisfied Zoho CRM user, I can confidently say that the platform has exceeded my expectations. Its intuitive interface makes it incredibly easy to navigate, even for those new to CRM systems. The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues. Overall, Zoho CRM has streamlined our operations, enhanced our sales tracking, and improved our customer relationships. It offers great value for its price, and I highly recommend it to any business looking to optimize their CRM processes.

ZOHO ONE and ZOHO CRM

Pros:

Various pricing tiers, including a free version with basic features; user interface of Zoho CRM is fairly user-friendly; Great Customization options!; integrates seamlessly with other Zoho applications as well as third-party apps, such as Google Workspace, Microsoft Office 365, Zapier, and social media platforms. It also offers automation. Mobile Accessibility with the app

Cons:

Zoho CRM is user-friendly, but mastering its full range of features and customization options requires time and training, especially for users who are new to CRM software. There is limited customer support with long response times and difficulty in getting timely assistance for technical issues or queries. I personally have had a few issues with some minor glitches and the first response back is always some canned response that is annoying. After about 3 tries, they then ask you to send a video of the issue, and then MAYBE someone will help fix it all. There are still issues I am having after a year that have not been fixed, and these glitches are affecting my automation. For complex customization, may require technical expertise or assistance from Zoho's professional services, which incurs additional costs. Scalability: While Zoho CRM is suitable for small to medium-sized businesses, some larger enterprises may find its scalability limited compared to other CRM solutions on the market. Other: offline functionality of Zoho CRM is limited, which may pose challenges for users who frequently work in environments with poor or no internet connectivity.

One Stop Shop with complex UI

Pros:

I like that Zoho CRM is an all encompassing CRM ssoftware. I particularly like the automation abilities in the entire the sales process, including sending emails, following up with leads, and updating fields.

Cons:

The UI and onboarding is very difficult. And so is the customer support. It seems complex For a new user

Alternatives Considered: Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Zoho CRM: Better pricing and there are many different software that the suite offers

Optimal Sales Hygiene: A Recommended CRM Routine

Comments: I really give 4 out of 5 stars for Zoho CRM from my personal experience. Every lead management stages, lead stage insights, and lead details column are sufficient enough to do the best lead management.

Pros:

Zoho CRM offers high customization and comprehensive feature, it works as a best full-featured CRM tool for Sales and Marketing team.

Cons:

Nothing to list as a dislike about Zoho CRM, every features are best in it. I can say the price should be little more competitive than other CRM tools.

Best Resource Tool Zoho CRM

Comments: The automation tools in Zoho CRM save us so much time by automating repetitive tasks and allowing us to focus on more strategic work."

Pros:

I love how intuitively and easy to navigate Zoho CRM is. Even team members who aren’t tech-savvy can pick it up quickly."

Cons:

Customization Options: "The ability to customize everything from dashboards to workflows has been a game-changer for our business."

A Guide for Streamlining Customer Service Operations.Increasing Revenue and Improving Customer Connections.

Comments: Its really great software to use, oho CRM's outstanding connectivity features make it even more beneficial by enabling users to connect to a wide range of third-party programs and services with automation.

Pros:

Zoho CRM is a dependable and user-friendly customer relationship management solution with many great features. One of its primary benefits is its layout, which is easy to use and encourages customers to get started right away. Due to the platform's high degree of adaptability, businesses may quickly connect CRM with particular requirements and procedures. Zoho CRM's outstanding connectivity features make it even more beneficial by enabling users to connect to a wide range of third-party programs and services. Automation functions streamline repetitive operations and workflows, increasing the efficiency and consistency of organizational procedures.

Cons:

While Zoho CRM's wide range of customization options make it very adaptable, they can also add to its complexity and overwhelm customers who need a simpler solution. Although Zoho CRM has the ability to integrate with many third-party programs, some customers have reported difficulties doing so, which can occasionally cause compatibility problems. Furthermore, even if the automation tools are strong, individuals lacking advanced technical knowledge may find it difficult to develop complicated automation workflows since it may demand a deeper grasp of the system.

Why Zoho CRM is a Game-Changer - For Effective recruitment

Comments: It is a very powerful tool that enhances recruitment efficiency and effectiveness. It is useful to focus on building relationships with candidates.

Pros:

It simplifies repetitive tasks, enhance candidate tracking, and improve communication, allowing me to focus more on building relationships and making quality hires.

Cons:

I found it challenging to adapt certain features to fit the specific requirements of different roles and industries I was hiring for.

Zoho CRM: The Ultimate CRM Revolution for Modern Enterprises

Comments: Overall, Zoho CRM is a powerful CRM solution that has helped me in scaling business. Its rich features and strong integration capabilities have made it an essential part of my business operations. The customer support and complexity of implementation can be significant considerations but the benefits far outweigh these concerns.

Pros:

Zoho CRM provides a comprehensive and flexible customer relationship management solution that has significantly streamlined my business process. It has a user-friendly interface that can be easily configured with easy accessibility to all information with simple clicks. Zoho offers a lot of customization options ,this ability to customize it to your needs makes it much easier to slot into your existing processes. It helps me to create various dashboards stats and see how their performance is for a particular time duration. Also a thing that i like about zoho is that it integrates seamlessly with a wide range of third-party applications which allows us to connect various systems and helps in enhancing overall productivity.

Cons:

So far, I don't have any dislike about Zoho CRM but a thing i would like to add on is that some features are not easy to implement it requires some time and learning, which could be a challenge for new users and businesses with limited resources. Also the free and lower-tier plans offer basic functionality, which might not be sufficient for growing businesses.

Zoho CRM Admin for over a decade!

Pros:

What help us choose Zoho CRM over other platforms is the customization. This allowed us to put together a custom tailored user experience. As our company has grown we have been able to take advantage of the integration with other platforms. Zoho CRM workflows i.e. automations are heaven sent! We have been able to automate so many of our emails, field updates, quotes and sales orders etc. To keep things simple this CRM is flexible, scalable and has a ton of options.

Cons:

Because you have so much flexibility the learning curve can be a bit overwhelming at first. We are on a ZohoOne Enterprise edition and the ZohoOne team has help me countless times with Flows and integrations. When searching for a phone number it can be picky, for example if I have a phone number 888-888-8888 i have to include the hyphen. I can't just search the phone number 8888888888.

Zoho CRM for managing customers at fraction cost

Comments: Overall a positive experience for the price we have paid for this tool. As more and more users are starting to use this tool, I expect to have better features developed in future.

Pros:

Cost is most important feature and graphics made available makes the tool more pleasing then just crunching numbers everyday. As install base is growing, we are able to recruit team members who have used this tool in some way or shape in their past lives. Internet calling feature to protect our identity is a great feature.

Cons:

Internet calling phone numbers sometimes show up as spam calling on customers cellphone which is concerning.

Zoho CRM Is a Great Tool that Improves Our Customers Interactions and Operations

Comments: I like all the experiences I have with Zoho CRM.
It has been a powerful tool.

Pros:

It is easy to manage our customer operations and conversations using Zoho CRM. Zoho CRM has exceptional features that are easy to understand.

Cons:

Since I started using Zoho CRM, everything has been perfect. It has no flaws.

My Joyful Journey with Zoho CRM

Comments: My overall experience with Zoho CRM has been incredibly positive! I love how it empowers me to manage customer relationships effectively with its customizable features and intuitive interface. It feels great to have everything I need in one place, from tracking leads to automating follow-ups.

Pros:

Zoho help me streamline repetitive tasks like lead assignments and follow-ups, which not only saves me time but also ensures that no customer inquiries fall through the cracks. Overall, it’s making our customer experience so much smoother and more responsive, and I couldn’t be happier!

Cons:

I’ve noticed that some of the reporting features could be more intuitive. While they do provide valuable insights, creating specific reports can be a bit cumbersome, requiring more steps than I’d prefer.

A Positive Experience with Zoho CRM

Comments: Overall, Zoho CRM is a powerful tool that can significantly enhance customer relationship management when properly implemented and utilized.

Pros:

its versatility and user-friendly interface. It offers a comprehensive suite of features, including customizable dashboards, automation tools, and robust reporting capabilities, which make it easy to manage customer relationships effectively.

Cons:

One of the challenges with Zoho CRM is its complexity for new users. While it offers a wealth of features, the learning curve can be steep, especially for those unfamiliar with CRM systems.

Commendation for Zoho CRM

Comments: Zoho CRM, looks a perfect tool for me. I was really amazed of it's features and tools inside as this easy to understand, easy to navigate and even the first time user can also navigate due to it's user-friendly environment. I am looking forward to be a future paying customer to Zoho.

Pros:

WHat I like the most about Zoho CRM is that I was amazed that Zoho has also integrate in social media sites which is I initially used Zoho Inventory. I definitely purchase Zoho when handling my clients social media sites and inventory in the future.

Cons:

What I like the least about Zoho CRM is that probably I need to extend the free trial from it's 14 days to 1 month.

I don't like the UX

Pros:

Zoho CRM emerges as a powerful tool for businesses, offering seamless management of sales, marketing, and customer support operations. While its intuitive interface facilitates navigation, I found it slightly less familiar compared to other platforms. However, its customization options and overall effectiveness make it a standout choice for boosting productivity and efficiency in business workflows.

Cons:

The interface, while intuitive, may initially feel unfamiliar, requiring some time for users to fully adapt. Additionally, while the customization options are extensive, some users may find them overwhelming or complex to set up initially. Despite these drawbacks, Zoho CRM remains a strong contender in the CRM market, particularly for businesses willing to invest the time to unlock its full potential.

Alternatives Considered: Prophet CRM, HubSpot CRM and Bonterra Guided Fundraising

Switched From: HubSpot CRM