Zoho

Zoho ContactManager

4.5 / 5 42 reviews

Who Uses This Software?

We help small businesses & teams stay connected with their contacts through a centralized contact management tool. 


Average Ratings

42 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $15.00/month
  • Pricing Details
    Free for 500 contacts with Single User.
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Webinars
    Live Online
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Zoho
  • www.zoho.com

About Zoho ContactManager

Zoho ContactManager is an online contact management software that lets you manage all your business contacts in a single place and helps in easy follow up. You can also track deals, manage tasks and collaborate with your team. You can interact with your contacts through email and social media within Zoho ContactManager. Zoho ContactManager integrates with G Suite, MS Office 365, MailChimp and other popular business softwares..


Zoho ContactManager Features

  • Activity Management
  • Appointment Management
  • Contact History
  • Contact Import/Export
  • Customer Pipeline
  • Email Marketing
  • Group Management
  • Lead Management
  • Prospecting Tools
  • Search / Filter
  • Shared Contacts

Zoho ContactManager Reviews Recently Reviewed!


Great and i love it

Apr 07, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Zoho is a great system that can do a lot of actions and automation. It was very easy to set-up, but I am tech-savvy enough and had a visual of how I wanted it set-up. Once set-up, it makes everything so much easier. Also, there customer service is absolutely amazing!

Cons: So far I did not find any negative points, this is my first experience with a sales management software and Zoho does all which are required to make sales management an efficient task.

Overall: Able to keep up with multiple address books in one place. An old contact manager does have its share of benefits. It's paid for. People know how to use it. It's customized for some of your business processes. However, there are many business benefits that your company is not getting by using an old contact manager, but that it could be getting from a newer CRM system. Here are a few.

Independence from Operating Systems your old contact manager will only run on certain versions of the Windows operating system. Your Mac users need to find workarounds to access the system. Elimination of Multiple Databases many companies still maintain customer data in applications such as Access, FileMaker and Excel because it's not possible to marry data and functionality from these systems with an older system.

Integration with Lead Generation Platforms if your company is generating and nurturing leads with a platform such as HubSpot, there's no closed loop integration between these types of systems and an old contact manager.

Giving Users the Big Picture older contact managers were designed to be contact-centric rather than account-centric. This means that users do not get the big picture view of prospects and customers contacts end up as islands of information.

An Online Customer Support System old contact managers are designed for phone based customer service and customer support. Increasingly, customers would rather email their issues or even Tweet their issues. Old systems do not allow for customer interactivity via email or social media. Automatic Database Maintenance and Backups the maintenance of older software systems is part of an overall, internal IT maintenance plan, which involves server, workstation and laptop updates, component swaps and database backups. For companies with an old contact manager, this is an internal responsibility which has risks and non-investment costs.

Ubiquitous Email Integration users want integration with Outlook, Gmail and other email clients. Old contact managers do not provide email integration across different email clients.

Easy Mobile Access users want to access their company's CRM application from iPhone, iPad, Android and more. With the exception of some available, third party add-ons, old contact managers do not support any of these mobile platforms.

The newer CRM systems continue to evolve quickly as they are based on technologies that allow for rapid iteration of new functionality

Helps me organize my work

Apr 04, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Puts the information i need into one place to find easily. If you need all your contacts to be in one area to find and sort with other programs it helps you combind that info and makes it easy of you need a co worker to find info as well.

Cons: Sometimes it lags loading the info i need quickly. If I need it to find someone then I have to remember how it was set up exactly. It should have more sort options.

Loving it!

Apr 03, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I find Zoho easy to use yet powerful enough to accomplish everything I need it to do. I like using the business card app to quickly update my contact files.

Cons: Haven't found anything yet that has caused me to rethink using Zoho. If I do I will be sure to post and let everyone know.

Better contacts management

Mar 17, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is excellent for managing the contacts of the organization. Among colleagues, they can see different types of management (notes, tasks) and thus have clarity for follow-up.

Cons: I would like a better integration with the emails. This software is good but I think you have to generate some integration with the mail to make it more attractive.

Great and easy to use

Mar 14, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Has a smooth learning curve. I've became a "pro" in like 20 minutes. Gmail and Mailchimp integrations works well. The user interface is great and really intuitive. Easy to configure. Very simple. The tasks template is great to workgroups.

Cons: The integration with Gmail could be better. For example, I use GTD methodology in my labels but, since the e-mail interface in ZOHO doesnt import / work with labels, I am unable to fully use the gmail integration. ZOHO should really improve that, and it would be amazing

Started using it and was very easy to learn. Very intuitive.

Mar 12, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy syncronization with email. The tasks creation and assignement works pretty good as well as the deals features.

Cons: Needs more project collaboration features. Also, collaboration with colleages is lacking. I would like to see a project option where tasks could be created. Also, the sub tasks would be a plus.

Overall: I am still adding more contacts but the features of having all the emails per contact is great. I am still looking for updated syncronization for contacts. It might be there, but I don't see it.

Feeling more in control!

Mar 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Building task lists in my contact management has reduced the multiple streams of information I was constantly wading through.

Cons: Maybe it's just me, but I didn't find it to be super intuitive. I often found myself struggling to get where I needed to be.

Capterra-loader

Great tool for starting managing your information fast and quick without too much to learn

Mar 02, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to setup and synchronization with Outlook. I like the way the data base is setup and links all info as it finds all data which is pertinent to each other.

Cons: It only syncs one mail box. I had to create my own rules with Outlook in order to get access to other email addresses within the company so I could have new contacts automatically entered into the system.

Overall: fast access to contact and all messages related to it.

Good basic CRM. we used free version with a more limited feature set, fine for small business

Feb 28, 2018
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to set up, easy to get new employees using it quickly. Friendly interface, intuitive, large data sets, good tickler system

Cons: Weird limitations ( i.e. if you don't know a prospects last name, you have to make one up or it won't accept the file...). Seemingly arbitrary in design. But easy enough to work around

the right CRM for start running a business

Feb 22, 2018
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: you don't have to pay per user a the beginning so is one of the cheapest way to start operate CRM. every guy in the company is connected with each other and is too easy to understand to everybody

Cons: they pipe sales is missing , its difficult make followup of the opportunity's and saves email that we share with our clients

the overall experience is very good. the software is very helpful.

Feb 22, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: it's really easy to use and explore. the import export feature is huge plus in addition to integration with other services like office 365.

Cons: you can't export more than 100 contact at time. you can't simply export all of your contacts at once

Overall: manage a huge number of contacts -over 3000 contacts- is really hard if you are working as public relations officer. zoho is really simple way to do that

Love The Simplicity

Feb 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The client manager is very easy to use, and it doesn't take long to get the system setup and running.

Cons: I wish there was an option so I could set certain repetitive tasks to repeat, it works great for irregular tasks through.

Contact Manager has been keeping me organized!

Feb 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that it is easy to use and collaborate with my team. The import into Zoho CRM is simple and effective!

Not great

Feb 06, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The potential it could have. The price lower than SalesForce is a good incentive. I've been able to get connected to tech support, but only some times.

Cons: Should be more user friendly. Also, should give FULL access to ALL features for an initial period of 60 days so we can get to feel it all before upgrading. Tech support should become available more immediately. No one has contacted me for the past few days on my questions so I could decide on upgrading. This should not be normal.

Overall: Entering data. However, I find it confusing still.

A Cross entreprise Contact management problem solver

Feb 01, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ContactManager really is easy to use even on the synchronization department. Contacts (and Companies) are easy to tag to add any criterium. The search engine is amazingly fast and so is the sync between e.g. Outlook (newly created contact) and ContactManager (contact appear within seconds).

Cons: It is not yet possible not to share contacts with colleagues though a workaround exist. It would be nice that private Outlook contacts don't sync. Maybe a feature for the future.

Capterra-loader

Will be useful once I set it up

Jan 23, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It appears to be something that will help my organization grow larger and greater over the last few years.

Cons: I am having a difficult time setting it up. I am not a techie and I believe that with greater focus on set up, I'll be able to use it more and in greater ways.

Overall: It is helping keep me organized. Once it's set up it'll be great!

An agenda of business contacts

Jan 20, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: In this software the contacts go to a business level. You can write notes, create tasks and generate deals. In the end you can visualize which are those that represent most transactions.

Cons: It needs some integration with the mail and that the deals can be generated as PDFs and attach or share by some other apps.

My business contacts

Jan 18, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like the way of custom tracking to my business contacts. I can generate deals and create folow-up tasks. It is excellent to organize me.

Cons: Sometimes when I am with connections issues it gives me problems to load. There should be an offline mode that will automatically synchronize everything that is done offline.

very simple to use it.

Jan 17, 2018
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: the possibility to integrate with mailchimp and to do selcted search along the tabs. I also like the interface that is very easy to understand.

Cons: the matter that doesn't automatically add mailchimp subscribers, and many function have to be performed manually.

Overall: management of maiclhimp subscribers

Business agenda

Jan 17, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Manage your business contacts from this fabulous application. Not only will it help you organize yourself, you can also create follow-up on pending deals and activities. Best of all, the paid version is for unlimited users.

Cons: It would be good to have a small pie graph for the contacts that reflects the activities or deals created.

I needed a new online contact manager FAST when my previous provided folded. Zoho saved the day!

Jan 16, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: Zoho let's me decide how much or how little of the feature/functionality to use, without constantly advertising additional services to me.

Overall: It certainly met my needs when I needed a perfect-fit solution.

the best app to save your deals and contacts

Jan 15, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: the deals and the easy system i used it for 30 days and it was perfect it makes everything easy and helpfull

So far so good

Dec 30, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Zoho contact is very simple to use and give many possibilities. The free version is ok. It does integrates well with other programs which is great.

Cons: It needs to add more quick way to modify features. I am still learning though so it may get better and easier.

Manage your business contacts easily

Dec 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is easy to manage your contacts, assign tasks among the cologues, keep track of pending tasks and plan follow-up activities and of couse, create and close deals.

Cons: In the synchronization of mobile App I feel that it has some issues or there is a problem with the synchronization. Everything else is excellent

Manage your business contacts easily

Dec 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: You can easily manage your contacts, assign tasks, keep track of pending tasks and plan follow-up activities

Cons: Sometimes the application on the cell phone fails me. I would like to make stability improvements, synchronization and new implementations

A usefulle tool for small bussines

Dec 15, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: As I said, the free version is ok, but not fantasttic
The layout is easy to configure and that the data is all in one place. It's an extremely organized system.
Zoho contact is very simple to use and give many possibilities. You can connect your social network and your Mailchimp account.
It integrates well with other programs and I am enjoying having my contacts in one place. The efficiency is key to productivity as well.

Cons: It was too complicated if you need something simple, easy to implement and use. They have features that allow you to customize everything but I ended up spending more time trying to figure things out than getting full use of the product. I ended up going with another company's pay versions.

Overall: As I said, the free version is ok, but not fantasttic
The layout is easy to configure and that the data is all in one place. It's an extremely organized system.
Zoho contact is very simple to use and give many possibilities. You can connect your social network and your Mailchimp account.
It integrates well with other programs and I am enjoying having my contacts in one place. The efficiency is key to productivity as well.

I tried this product out using their free version but ended up finding another software

Dec 14, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Zoho offers everything you would need to run a business, with free and pay versions. The ability to integrate all the features makes running a company a lot easier

Cons: It was too complicated if you need something simple, easy to implement and use. They have features that allow you to customize everything but I ended up spending more time trying to figure things out than getting full use of the product. I ended up going with another company's pay versions.

Overall: With all of the features and option offered, this would be a great product for any business, however, it was too complicated to implement if you needed something fast. If you are experienced in using and setting up this type of software, by the scope of their products, it would be a good option.

Enjoying managing my contacts with Zoho ContactManager finding it's ease of use fantastic!

Dec 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It integrates well with other programs and I am enjoying having my contacts in one place. The efficiency is key to productivity as well.

Cons: Editing my contacts seem daunting, just because I have to many. Navigating around has taken some time and am still in the early stages of figuring it out.

Overall: Integrates with Zoho CRM

Very simple and powerful

Dec 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Zoho contact is very simple to use and give many possibilities. You can connect your social network and your Mailchimp account.

Cons: The possibilities are limited, because it stay simple and easy to use, but it's very good for little business.

Capterra-loader

Ability to connect with Gmail.

Dec 12, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I like zoho contact manager becase i can easily import my contacts from Gmail. i use android and i would like to migrate my contact to zoho contact manager. whats more it is that i can upload my contacts to zoho crm.

Cons: i have experienced alot of duplicates. if zoho can improve on how to merge the contacts. especially every time i import contacts from gmail, it creates several duplicates.

Overall: I am able to organize my contacts.

Gets the job done but ease of use could be improved

Dec 11, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: This CRM has a version that's free to use, which is helpful if you are a small company on a budget or you're new to using CRM's and want to try it out.

Cons: I did struggle using the CRM when I initially started using it. I do feel that they ease of use could be improved upon.

We use this to keep track of sales/do email blasts/keep track of leads

Nov 14, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: The layout is easy to configure and that the data is all in one place. It's an extremely organized system.

Cons: As of now, all things must be manually entered into Zoho. An automatic import option would be really helpful.

Best choice for the price. Easy to use and has what I need.

Oct 28, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The price was the biggest benefit. I did not have to worry which users or how much data I should import without worrying about the price skyrocketing. The system is easy to use so there was no real learning curve. I do not need or want it to integrate with everything. I just want it to keep my sales information organized and not add layers of complexity wasting my time.

Cons: Only two areas that I wish could be fixed: 1) The customized fields cannot be ordered in any other way that alphabetical. It would be great to mix and match them with the fixed fields or just have the customized field order in the way I think. 2) While there are many search features, tags, etc., it would be great to have any search result (or just unfiltered) have an A, B, C, quick jump to the top of companies that start with that letter.

Was quite surprised at how easy it was to set-up and train my folks on!

Jun 07, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very intuitive. Even for a person that is "new" to CRM's, this is a pretty straight forward alternative. I loved how I could create additional fields, like anniversaries, spouse, gifting etc...

Cons: It took some time to figure out reporting and to filter the fields so that I got the report I was looking for. I also ran into issues of finding a lead on page 9, going and updating then when I back out I'm back to page 1. Which was frustrating because my next lead was on page 11.

Overall: It has an easier mobile app that allows us to make calls right from the app and it automatically puts in an event started/closed/next steps.

Decent but not sure it is the answer

Jan 12, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money

Comments: If you are looking for a inexpensive way to keep all contacts organized, this is an option. Not sure it has enough features for a large scale firm.

Great way to manage your clients

Dec 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We went from google sheets to Zoho Contact manager and man! is it much better. We can really update contacts in real time and close sales quicker because of it

Still Working It Out

Nov 11, 2016
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: We are new to using Contact Manager, in theory it sounds awesome. I can't wait to really explore the features and see if it works for our company.

Zoho is ok for free, pro and pay versions are lacking

Oct 07, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: As I said, the free version is ok, but not fantasttic

Cons: It is clunky nad there are too many non-reactive tools

Overall: I have found several to integrate with by using CApterra. We have opened three different verticals by scoping best products.

Recommendations to other buyers: Work with it for a while and customize it.

Jan 13, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Dec 13, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Jun 23, 2016
3/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Aug 12, 2015
4/5
Overall
3 / 5
Ease of Use
3 / 5
Customer Support
4 / 5
Value for Money