Zoho CRM reviews

Bedrijfsapplicaties in één bedrijfssysteem

Pluspunten:

Betaalbare prijsplannen Automatisering op alle abonnementen Meerdere integralen makkelijk te gebruiken Applicatie voor de mobiele telefoon

Minpunten:

Gebruikers van een gratis abonnement lopen ook verkoopprognoses, kalenderboekingen en maatwerk mis. U kunt aangepaste lijstweergaven van uw gegevens maken, maar bij het gratis abonnement bent u beperkt tot vijf lijstweergaven per module. U kunt dus uw weergave aanpassen van de velden die voor u het belangrijkst zijn. Maar bij het gratis abonnement zie je er slechts vijf tegelijk en bij het standaardabonnement 50 per module. Hogere abonnementen zijn onbeperkt.

Keep your customers engaged with your business

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Eerder overwogen alternatieven: Odoo en NetSuite

Redenen om voor Zoho CRM te kiezen: Zoho CRM provided smooth data migration and a rich set of features.

Overgestapt van: Odoo

Redenen om over te stappen op 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.

Zoho CRM experience so far

Opmerkingen: Initially, I thought there would be limitations or that certain tasks would be difficult to achieve. However, as I explored and became more familiar with the platform, I discovered that it offers a wide range of features and customizations, allowing me to accomplish much more than I initially expected.

Pluspunten:

I like the most is how it is easy to learn to customize and integrate the requirements we need.

Minpunten:

I think there is nothing yet. But I think how I was easily intimidated by the platform in the initial phases.

Support is not there when they have a glitch!

Opmerkingen: Zoho is great until something goes wrong, they caused the glitch and no one has ever offered a suitable solution. You spend all this money setting up the system to be left high and dry when they have an issue.

Pluspunten:

Emails linked to the CRM which was all in one place.

Minpunten:

The support team leave you going around in circles. When you give and instruction they always come back with but can we help you. This is always the response leaving you with no answers or resolution. They take your money and do not refund or offer any compensation. You get ignored and basically sent to the beginning every time so you go away.

Eerder overwogen alternatieven: Salesforce Platform

Redenen om voor Zoho CRM te kiezen: Because the glitch was never fixed and I needed to get my business working again, the IT company went 4 weeks back and forth with no resolution. 8 months later still nothing, request to cancel subscription ignored. Got the but let us help you and they still take the payment and then won’t refund.

Redenen om over te stappen op Zoho CRM: It was within my budget at the time. Don’t I regret that now.

ZOHO CRM experience in Construction industry

Opmerkingen: Overall, my experience with Zoho CRM has been positive. The platform's customizability and integration capabilities make it a robust choice for businesses looking to streamline their customer relationship management. While there are areas that could benefit from improvement, particularly in customer support and mobile functionality, Zoho CRM's extensive feature set and cost-effectiveness make it a compelling option for organizations of all sizes

Pluspunten:

Zoho CRM offers a lot of customization options allowing business to tailor it based on needs. This included extra fields, layouts, modules, and reports. It has a user-friendly interface that can be easily configured with easy accessibility to all information with simple clicks. It has good integration capabilities with other applications with free and paid add-ons. Cost is acceptable compared to other competitive software and has variety of options based on the level of functionalities needed.

Minpunten:

Some advanced features are not easy to implement and require certain knowledge and skills to be configured. Based on the license level, some customer support is not the best experience you look for in a cloud solution. Mobile app is missing some of the main features that are needed to have access to CRM information.

Eerder overwogen alternatieven: monday CRM en CRM Analytics

Redenen om voor Zoho CRM te kiezen: In-house solution was not reliable anymore and needs a major technology update while other competitive products were either missing a lot of functionalities or more expensive

Overgestapt van: monday CRM

Redenen om over te stappen op Zoho CRM: Needed functionalities with an affordable and reasonable price

Zoho Recruit eatssss

Opmerkingen: My experience with Zoe has been great everything is so easy to start once you get over the learning curve it fits with all of your needs for your business especially me and my call-center

Pluspunten:

Omg i love zoho crm. I run a virtual call center and its the ONLY tool that does it efficiently to recruit agents. I integrate with so much of what I need and i love that they have mobile friendly option

Minpunten:

Zoho itself does have a bit of a learning curve that you have to get used to but if you keep at it itll be the best tool you've found.

Eerder overwogen alternatieven: Google Forms

Redenen om over te stappen op Zoho CRM: Zoho is less expensive and also feature rich with MOBILE friendly features unlike the competition. I felt it was more my speed amd safer. The other felt like navigating a foreign video game. This feels like for a business

Best tool for CRM

Pluspunten:

Best CRM tool with alot of features both online and offline that has helped us organzie and manage office duties

Minpunten:

support team lacks customer lanagage and tend to be tough when responding

Zoho CRM: The Ultimate CRM Revolution for Modern Enterprises

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Why struggle with clients relationships and you can use Zoho CRM.

Opmerkingen: Our overall experience with Zoho CRM has been exactly as we had hoped for. It has kept its promise of ensuring we have the best experience managing our clients. Zoho CRM has helped us build up resilient and long lasting relationships with our clients by properly managing all their data and interactions.

Pluspunten:

Using Zoho CRM has always been easy for us and it was equally easy to customize it to fit what we were looking for. The instant chatting and online meeting communication functions in Zoho CRM which offers us a quick way to interact with our clients. It makes it easy to analyze our clients engagements which help us come up with ways to strengthen our relationships.

Minpunten:

No cons experienced from Zoho CRM. Our usage experience has been very smooth.

Zoho CRM Review

Opmerkingen: My overall experience with Zoho CRM was positive. The platform offered a wide range of features that were essential for managing customer relationships, tracking sales, and improving workflow efficiency. I found it to be very customizable, which allowed me to tailor it to specific business needs.

Pluspunten:

What I liked most about Zoho CRM is its user-friendly interface and customizable features. The ability to tailor the platform to specific business needs, such as automating workflows and creating custom reports, made it very efficient. I also appreciated the integration with various third-party apps, which streamlined processes and enhanced productivity.

Minpunten:

What I liked least about Zoho CRM was the occasional complexity in setting up advanced customizations. While the platform is highly customizable, some features require a steep learning curve or technical knowledge to configure properly.

Experience with Zoho CRM

Opmerkingen: Our experience with Zoho CRM was positive. Some of its features were well aligned with our daily requirements. Regrettably, its reporting tools were not compatible with our needs.

Pluspunten:

Zoho CRM is very easy to use. It has a great user-friendly interface and is easy to navigate. But the best thing about it is that it offers you the ability to customize its features to fit your business goals.

Minpunten:

The Zoho CRM reporting tool is not sufficiently competitive compared to other platforms. The data it provides is often delayed and does not capture real-time information.

One of the best CRM... Love this amazing tool

Opmerkingen: Overall I love this CRM. I am using it daily and my work is incomplete without it. I use it for campaign management, sending important emails to customers. Managing all data and information in one place. The most important thing is Zoho CRM's dashboard and reports which are amazing and easy to understand.

Pluspunten:

I am using Zoho XRM for more than 3 years and found it a really amazing platform for customer relationship management. I like their simple yet effective user interface the most. I can use it very easily. Zoho CRM helps us to manage our all databases and related information at one place with amazing security. Overall I can say that this is an amazing CRM.

Minpunten:

There is one thing that I want to highlight about this CRM that I dislike about it which is Zoho CRM is a little bit expensive compared to others but on the other hand, I can say that it is worth to spend on it.

Eerder overwogen alternatieven: SugarCRM

Redenen om over te stappen op Zoho CRM: We choose Zoho CRM over SugarCRM because of their strong customer focus nature which is the most important thing that we always keep in mind and on the other hand, there is a lot of amazing features that Zoho CRM is providing and in SugarCRM, these features are missing.

Great product for a small start up

Opmerkingen: I always recommend Zoho before I recommend SalesForce. It is a best-in-class product.

Pluspunten:

I recommend Zoho very often. A lot of companies go big earlier than they really need to and spend way too much on SalesForce & Marketo. I worked for a very small company with some limited budget that pivoted to sell it's product to the Enterprise. Zoho was incredibly easy to set up, intuitive to use, and contains all the most important features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredible effective acquiring leads, nurturing them, and tracking pipeline in Zoho. Our small sales team found it very easy to use and loved it.

Minpunten:

There's a point when you need a more robust integration eco-system and a lot of customization. This isn't really a con per se, but Zoho, by being not as complex and customizable as SFDC, will eventually need to be replaced. This should last you many years before you outgrow the functionality.

Eerder overwogen alternatieven: HubSpot CRM

Redenen om voor Zoho CRM te kiezen: Pipedrive was new and very limited in it's functionality.

Overgestapt van: Pipedrive

Redenen om over te stappen op Zoho CRM: Functionality and cost

Great Help Desk Solution for Small Teams

Opmerkingen: Inherited Zoho Service Desk CRM for help desk tickets. If you're considering Zoho CRM because the price is right, make sure you have clear and precise department directories, support categories, clear SLAs, spelled out escalation points, and strategic auto-repliers and boiler plate email templates ready. If you don't have these already pre-established sit down with staff and discuss it first. You'll be much more successful cut and pasting these into a blank system than to muddle along. At first this system was just a email inbox with useless reporting and we couldn't keep track of progress. Overtime, with tough changes we were able to modify the system to handle tickets better (between maintenance tickets, auto generated tickets, and support requests) for more accurate department reporting of urgent issues, projects, and regular requests by category.

Pluspunten:

- Great ticketing / response help desk solution that's free for small IT teams - Great automation for creating special filters, automation rules, and auto replies for anything that comes across your support@ address. - Great CRM tracking for monitoring customer responses, reporting tools, SLA alerting when nearing SLA deadlines, agent tracking KPI metrics, and ticket history tracking. - Great solutions archive and knowledge base which can be added to via the ticket itself - Great notification options including (email alerts, webhook integrations, and SMS text messaging.) - Nice tools for scheduling routine maintenance tasks which appear as tickets and count towards technician KPIs (as tickets). - Very secure portal, customer portal, 2 FA authentication options, and easy to manage UI

Minpunten:

- Takes some time to initially setup, defaults often aren't helpful. - Hard to understand webhook integration instructions, uncertain if two-way functionality is available for a Slack integration (if so, it'll be manual). - Need to watch for mail fetching often! If you aren't getting tickets after 6 hours, mail fetching is turned off and needs to manually be reset. No polling service, or automated mail fetching ping service so you need to make sure when doing exchange maintenance to remember to start this service when stopped.

Eerder overwogen alternatieven: ConnectWise PSA

Redenen om over te stappen op Zoho CRM: The cost for 5 or less technicians in a team was free so we opted for this over paid options. Has most of the features a help desk could need that was both a Cloud Hosted SaaS product.

Just Amazing

Opmerkingen: I cannot rate Zoho Crm/ Books enough. The whole crm system is easy to use, although it looks complicated at first it soon becomes easy to navigate. I can organise my whole business in a couple of clicks, it has literally saved be 4 hours of work per day.
The price is cost effective and value for money.
The customer service is outstanding.
98% of the time they can offer a solution to my problems, the other 2% it is possible to hire a freelancer to create a script that can work within the system.
If you are considering moving to ZOHO my advise is do it, they are are the top of their profession.

Pluspunten:

The customer service is the best I have ever experience, they are friendly, very knowledgeable and super fast

Minpunten:

Do not have a con they literally surpass my expectations every day .

Great product for small business scaling up

Opmerkingen: My overall experience was very good. I was the head of sales who was implementing proper business practices (like conversation tracking) in the company. Zoho CRM was a great choice.

Pluspunten:

I loved the numeber of features I got for the money. At the same time, my biggest concern was integration with third party mailing service. Zoho handled it perfectly.

Minpunten:

It was a bit pricy for a small business in Mid-Europe. Especially that we were just starting off, and did not need all the functions that came with the package we had to acquire to get the ones we needed.

Eerder overwogen alternatieven: Dynamics 365

Redenen om voor Zoho CRM te kiezen: The free, open-source CRM was clunky, lacked required features (which were hidden in the payed version) and for the money we would pay for Bitrix, we could get a better product: Zoho CRM

Overgestapt van: Dynamics 365

Redenen om over te stappen op Zoho CRM: It did not have smooth integration with cloud service we used and we did not want to swich all of our infrastructure to MS.

A functional CRM that does the basics and more, well. Fits a business of any size.

Opmerkingen: I think there are some very good functions and features in Zoho CRM. It is easy easy to use and also has a raft of potential add-ons in the Zoho Suite that can be used at a small cost such as Zoho Sign which is so simple to use along with Zoho Survey. It can be White Labelled which I like.

Pluspunten:

It ticks our list as a Cloud-based solution after moving from a system on a shared network drive operation. You receive quite a lot for the price. It is built around the sales funnel/channel and does this well. It gives you all the functionality within the leads or accounts fields to record meetings, interactions, emails, phone calls, emailing directly from Zoho and calling from Soho if using a VOIP system. It's actually got good 3rd party cross-functionality with 365 or G-Suite, I use the former with excellent Outlook usage.. Chat functions or messages are easy and can be linked to a client or user and sometimes are a better way to record the customer record that on ordinary business email. I have only needed to contact the support team a few times but each time has been very quick and a swift resolution. I have used some of the automated marketing features and it is definitely something that I will utilise more with any web info request funnelled to Zoho.

Minpunten:

The UI can look a bit plain for some if you do not know how to customise. Downloading or collating data is not always straight forward. This is also to be said about uploading leads. It is not always clear which part of an upload has failed. However, when the upload does work it is a great time saver. The search function is not that intuitive; I found sometimes unless you type in an exact match it does not return anything.

Easy to use, monitor leads and manage team assignments

Opmerkingen: As a less expensive option, this is what I recommend to all of my clients. If you're comfortable with the platform, it will serve you for the rest of your life. It's been a wonderful experience. You may receive answers quickly and easily by chatting with a member of their chat support team.

Pluspunten:

Zoho is a good alternative for clients who don't want to shell out money for Google Workspace. It accomplishes its purpose. My satisfaction with their efforts is based on the fact that they are attempting to make their platform accessible to everyone. Much of it is configurable and we were able to put it up 90% of the way we wanted. It's a breeze to use and keep track of.

Minpunten:

I'd like it if the platform's many sections were made a little easier to configure and understand. In my opinion, they are attempting to mimic Google Workspace, although I am more familiar with Google Workspace's features. I'd love it if I could make my email software look and work just like gmail.

A good Product Where Everything is Limited for You to Upgrade

Opmerkingen: It was a very neutral experience. Be sure to have big bucks to spend when migrating to this software because everything they own are bespoke; you want something you have to buy it. And its neverending for them to keep pushing you to the highest plan.

Pluspunten:

It is similar to SalesForce. Easier to use when you can just plug and play certain things and features. Their customer service is good though. Helped me a lot when i go through certain blocks of work that needs to be done.

Minpunten:

You got to keep spending a lot of money for every features that you wanted to customize. The sales will keep ask you to buy the higher package for you to fulfill basic requirements.

Eerder overwogen alternatieven: HubSpot CRM

Redenen om voor Zoho CRM te kiezen: To explore a product that has similar features and functions like Salesforce and cost effective. Plus we were looking for all in one package for Marketing and Sales including Customer Service.

Overgestapt van: LeadSquared

Redenen om over te stappen op Zoho CRM: We were promised that Zoho CRM can do the stuffs that lacks in our previous product used (Leadsquared). Apparently for us to use the said features we never knew that we had to subscribe for a higher subscription to get what we really wanted. Its too late as we have migrated to Zoho CRM

Highly recommend Zoho CRM / Zoho one

Opmerkingen: Its great. Getting the Zoho One pakage is the way to go which is only $40 per month and gives you over 40 Apps to run your business. and because they all talk to each other, it makes things a bit easier to manage. For example. I was using an Excel spreadsheet for contacts, accounting software for invoices, Excel for expenses, google forms for my forms, zapier for anything that didn't connect to each other, and a couple of other apps to make my business run. The accounting software I was using was $30 a month on its own. so it was worth the change for me.

Pluspunten:

How i was able to capture leads from multiple sources and have them come to the one place. Having the mobile app really helps keeping track of your contacts on the go. Workflow automation saves me a tonne of time every week.

Minpunten:

The learning curve can be initially overwhelming.

Eerder overwogen alternatieven: Expensify, FreshBooks en AI Field Management

Redenen om voor Zoho CRM te kiezen: Cheaper, saved me a lot more time, Mobile apps, AI insights, Automations, Quicker invoicing and expenses

Overgestapt van: MYOB Business, Zapier, Wave, Xero en Microsoft Excel

Redenen om over te stappen op Zoho CRM: All my business apps were housed in one place. It was an easy decision.

Effective CRM System

Opmerkingen: Very positive! It is much more simple and better designed than some CRMs I have used varying from cheap ones up to higher end custom ones. It offers all the usual functionality and the navigation is simple.

Pluspunten:

Very easy to use compared to other systems I have tried! Easy to integrate, mass update records, export information and access via app.

Minpunten:

Would prefer stronger integration with Zoho Sites and Bookings to add more functionality in automation but this likely could have been achieved with more technical knowledge.

Eerder overwogen alternatieven: Sage CRM, Salesforce Sales Cloud en HubSpot CRM

Redenen om voor Zoho CRM te kiezen: Have used Hubspot, Sage and Salesforce among others historically and Zoho provides a more mid market option between these three. It is simple, reliable and has good features for its price range.

Overgestapt van: Sage CRM, Salesforce Sales Cloud en HubSpot CRM

Redenen om over te stappen op Zoho CRM: Zoho CRM was part of Zoho One package so offered good value for money with features that integrated with other Zoho software that we use. The support is also great with Zoho, I can message and receive a response back fairly quickly.

Powerful CRM for Small/Growing Sales Operations

Opmerkingen: Zoho has produced a huge amount of value for our business. Our work involves a lot of prospecting and active sales handling for each B2B lead. We used to do everything manually on Excel, but once we moved to Zoho, a lot of our sales actvities are now automated. We have automated reports, A/B tests for automated sequences, and a clear pipeline and activity dashboard to track all of our activities. I can wholehartedly say that it's defitiely moved our sales operations to another level.

Pluspunten:

Zoho has all the features you need to manage the A-Z of your sales operations. The automated workflows and sequences have been especially helpful for us because it used to take forever to send our opening sales emails to hundreds of prospects, whereas now, we don't ave to spend a single second to send these emails, and they're standardized and have automated reports on their performance. This alone has probably saved us a dozen hours each week from sending them manually.

Minpunten:

It was difficult for us to get off the ground in the beginning, we even questioned whether it was actually going to be the right fit because of that. It might be good to have better onboarding to get ahead of that.

Eerder overwogen alternatieven: Less Annoying CRM, Pipedrive en HubSpot Sales Hub

Overgestapt van: Microsoft Excel

Redenen om over te stappen op Zoho CRM: Zoho had an edge above most of the other options, but it also had all the features we really wanted. So, it was probably a balance of price and functionality that moved us to Zoho.

ZOHO ONE and ZOHO CRM

Pluspunten:

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

Minpunten:

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.

Solid integration for our business needs

Opmerkingen: I like getting every one of my clients and openings here, I like the "openings" area where I can utilize the kanban view to have an incredible outline of every one of my chances and I can make from here all assignments that I need to follow up and in that manner, I can't miss any of them. I like additionally the report area so my group and I can see the business wins of the month and the figure for the next months to settle on a legitimate objective. Different parts exceptionally helpful is the likelihood to coordinate with Aircall (telephone framework) and Woocommerce to get synchronize all clients subtleties. I don't care for the statement work. similarly as with the expert arrangement I can't actually tweak my statements so I need to make without anyone else. I don't have some other protests as I'm very content with it.

Pluspunten:

Through Zoho CRM I am effectively overseeing asks and citations in light of the fact that through its information synchronization I stay to refresh about the main leads and about the main clients, accordingly I am better at taking care of the business pipeline. Presently I can all the more likely help my clients seven days every week and 24 hours per day through its considering administrations that additionally assists me with social affair their criticism, this information assists me with advancing acquire adjustments my items. With its shrewd calling administration, I can likewise have live talks with my clients. The fascinating thing is it's anything but an extraordinary method of overseeing various visits without a moment's delay and layout messages make more effectiveness.

Minpunten:

As far as task overseeing more alteration is require. The application doesn't zero in on the set of experiences, I have difficult issues about the following of the cycles and about the detailing of the past receipts. At times the product gets increasingly slow humming sound beginnings showing up on my work area.

Outstanding CRM Solution

Pluspunten:

I have had the pleasure of using ZOHO CRM for the past year, and I must say, it has been an outstanding experience. ZOHO CRM has not only streamlined our sales and customer management processes but has also significantly improved our overall efficiency.One of the standout features of ZOHO CRM is its user-friendly interface. Setting up the system was a breeze, and the customizable dashboards allowed us to tailor the platform to our specific needs. This flexibility was a game-changer for our team, as it ensured we could focus on what matters most - building and maintaining strong customer relationships.The automation tools in ZOHO CRM have been a time-saver. We were able to automate repetitive tasks, such as lead assignment and follow-up emails, allowing our sales team to concentrate on closing deals. The system's analytics and reporting capabilities are robust and provided invaluable insights into our sales pipeline and customer behavior.Collaboration within our team improved significantly due to the shared calendar and task management features. This made it easy for everyone to stay on the same page, even when working remotely.ZOHO's customer support has been top-notch. They are responsive, knowledgeable, and ready to assist with any issues or questions that arise.Overall, ZOHO CRM has transformed the way we manage customer relationships and sales. It's a powerful, intuitive, and customizable solution that I would highly recommend

Minpunten:

One aspect of ZOHO CRM that some users may find less favorable is its pricing structure. While it offers a free version and various pricing tiers, the cost can add up, especially if you require advanced features or have a larger team. Additionally, some users have mentioned that the learning curve can be steep for complex customizations, so it may not be the best choice for those seeking a simpler out-of-the-box solution. However, these drawbacks should be weighed against the platform's benefits and how well it aligns with your business needs.