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Zoho CRM can be used by businesses of all sizes. You can even build your own version of Zoho CRM. Sell smarter and faster with Zoho CRM.
From business problem solvers and IT leaders to Heads of Real Estate. For those looking to unleash the problem-solving power of everyone in their business to innovate every day.
Easy Customization - Zoho CRM's customization is a lifesaver, aligning perfectly with our unique processes.
Frustrating user interface and user experience. Have some colleagues who use it for forms, and when I get one of their forms it is frustrating and reflects poorly on the sender.
I have had an amazing experience using this software. So much so, that I recommend this CRM to all my business development clients when starting their companies.
Limitation of integration, and their support is very bad and give you stupid solutions.
From the moment I started exploring the platform, I immediately felt comfortable navigating through its diverse modules. Zoho CRM's true brilliance lies in its customization capabilities.
We finally cancelled our subscription because it was. Just too much and too confusing to try to get it set.
Zoho is a pretty good CRM for first timers if you haven't used some of the other CRM's there are out there so that is good.
The programming language for the custom functions. Also the Document merge function, lack of fonts, merging wrong characters sometime.
Very easy report generation, responsive filters, amazing search functionality. QuickBase reps, both sales and tech support, are wonderful.
You can manipulate security access and such, but if someone makes a wrong move and deletes a profile (or worse, a FIELD), you're in trouble. ALL of that data will be lost if that happens.
In that time I have come to grow and love the solution. It is very easy to use and customize and the reporting is top notch.
You need to make sure to fully map out your "plan of attack" before creating an app or you will end up will a mess of unnecessary fields and data.
As a data store and visualization tool, it's a great fit. I appreciated the ease with which I was able to import all of my existing data from a variety of different applications.
Inability to take more the three attachments for a particular project seems space limiting for larger endeavors.
The QuickBase sales and support (all-important) teams respond rapidly, have good ideas, and want to see their customers succeed.
Reliability on services is sometimes difficult. If something breaks, you will need to understand what is broken and alert Quickbase.
Nicole D.: My name's Nicole. I'm the owner and founder of Nicole Du Guay Coaching & Consulting, and I give Zoho CRM a four out of five. Prior to using Zoho CRM, I've tried a number of different CRM platforms, and Mindbody Online is an example and a couple of other ones. And I found that Zoho CRM, although the other platforms have ... Some are more specific for specific industries. Having tested a number of them, I just find that I like the integration and the versatility of Zoho CRM a lot better. The number one reason that I decided to try Zoho CRM was because I was already using Zoho Meetings and I liked the idea that I can integrate my calendar and my booking system and have it directly linked to my meetings platform that I was already using. Zoho CRM was a little bit challenging at first. It does take a little bit of time to find your way around the platform, but once I was familiar with it, it was actually really easy to get the hang of and get into using it. I would recommend that anybody wanting to use Zoho CRM take some time just to look at all the other integrations that you're already using and wanting to use and actually consider combining your accounts into the Zoho platform because I did find that if you had platforms like MailChimp, for example, that was separate, it actually ... Even though you can make it work, it actually is just easier if you keep everything in the Zoho family, which I would recommend.
Joseph S.: Hi, my name's Josh. I'm a senior database consultant. I work for the Data Collaborative. I also have an offshoot, teachquickbase.com. And I've been doing Quickbase for 20-plus years. And I give it a five out of five. We're a consulting agency. We work with hundreds of clients. We solve everything from workflow management to quality control to operations, financial, CRM. It's just there's a lot of different things that we have to solve for customers. The fact that it can solve just about anything. And also that it's a lot easier to use than a full stack situation where you got to have an FTP client and you got to have database tools and you got to have an ID. This is all in a web browser, and it is something that people who are in the client company, not on the tech team, can actually learn to use. And because they're either into quality control team or they're in the finance team or admin, they can learn how to use it. And that's probably the biggest value, is actually having somebody who's in a role of the active running of the company, designing Quickbase, and working with me to help perfect the tools for their users. So the first thing I said about, it solves everything. You really can use Quickbase for anything. That is a hard thing for some people, when they open it up, they don't exactly know where to start because it's a blank slate. But for me, I mean, I've been doing this for 20 years and I just start a discussion with the client, "Okay, what are you trying to do?" And we just work on it and they eventually get the idea that they can do anything and that it's not that hard to start from ground zero and go up.
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