Who Uses This Software?

Zoho CRM is for everyone, be it a small business or an enterprise. Sell smarter, better and faster with Zoho CRM.


Average Ratings

2070 Reviews

  • 4 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $12.00/month/user
    See pricing details
  • Pricing Details
    https://www.zoho.com/crm/zohocrm-pricing.html
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Zoho CRM
  • www.zoho.com/crm/
  • Founded 1996
  • United States

About Zoho CRM

Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.


Zoho CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Client Tracking
  • Contract Management
  • Forecasting
  • Project Management
  • Quote Management
  • Sales Management
  • Scheduling
  • Time Management
  • Analytics
  • Churn Management
  • Communication Management
  • Community Management
  • Content Syndication
  • Feedback Collection
  • Gamification
  • Live Chat
  • Video Content
  • Action Management
  • Analytics
  • Customer Segmentation
  • Dashboard
  • Feedback Management
  • Knowledge Management
  • Multi-Channel Collection
  • Sentiment Analysis
  • Survey Management
  • Text Analysis
  • Trend Analysis
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management
  • Competitor Analysis
  • Correlation Analysis
  • Dashboard
  • Dynamic Modeling
  • Exception Reporting
  • Graphical Data Presentation
  • Modeling & Simulation
  • Performance Metrics
  • Sales Trend Analysis
  • Statistical Analysis

Zoho CRM Reviews Recently Reviewed!


Capterra loader

One of the best customizable CRM

Aug 05, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros:

1061/5000

Zoho CRM is the best CRM on the market for the needs of customizing a tool.

From Zoho CRM you can integrate all the elements for interaction with customers or future customers.

Zoho is the only tool from my experience that allows to create, through a simple algorithm and conditions, the workflow of an area. Start with a client, potential clients and opportunities. From there the flow continues according to what the company has defined.

From this tool you can cover the initiatives oriented to prospects and clients: marketing, activation project, indicators, social network management, customer service, emailing marketing, inventory, human resources management, among other features.

It is one of the tools that allows to start its use from the interaction of webinar

It really allows to integrate the modules according to the company's need. Even.

Important that prestigious organizations use this tool to manage customer requirements

Cons: Points that could be improved from this excellent CRM tool, is to include tutorial guides, as well as include a base configuration of a CRM, that is, show an initial configuration of the use of the tool. Taking into account, simple modules to implement the tool in any organization: social networks management or emaling, capture the prospect, add opportunities, billing management, customer registration.

Allow to have a Zoho advisor to implement the tool. More for the questions that may arise. Taking into account, being able to add your workflow is one of the best features of this tool, however, it would be of added value to have examples within the same tool. Allow user to do exercises of this workflow, and with this it would be easier to implement customization

Overall: Zoho has allowed us to optimize our pre-sales and sales efforts. Taking into account, the versatility of the tool to close opportunities. Additionally, we have incorporated the service delivery process using the project module for this procedure.

I estimate to be using the rest of the modules of the tool, starting with emailing marketing

Capterra loader

Very good and excellent CRM, Complete, dynamic and accessible, easy to use and available on the web

Jun 28, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Good Zoho CRM, is a very useful tool to manage the relationship with customers, helps us to inspect the commercial work with customers, provides us the option of making reports which allows us to streamline the process of buying and selling with our suppliers, On the other hand, another fundamental and important aspect of Zoho CRM is that it is economical and thanks to its easy handling of the platform it helps us to increase our turnover and revenues to the company.

In general, it is a very robust software when it comes to monitoring purchases and sales and something very significant is that it allows us to interact and link with social networks such as Twitter and Facebook. This is important since nowadays all companies have these platforms. social networks, additional account also with a mobile application that allows us to be connected to our operations outside the office.

Cons: What can be said about this application is that it should improve a bit in data security, since I work in the banking sector and because confidential data can be vulnerable because it is a software that is in the cloud. Also to be in line with the application, if you do not have an Internet connection you can not enter, but the minor details are this kind of problems. I would like to find a solution with which you can work online, but somehow maintain the data locally.

Overall: t is a very useful software for the operations of purchase and sales of the company, all operations can be managed quickly and this allows us to obtain income faster than the result of these operations, the accounts of our suppliers are constantly monitored by their action in real time with only an Internet connection and over time, all operations performed, as well as doing business. in general it is a very useful tool.

Capterra loader

A highly extendable CRM with small business affordability

Jun 19, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Beyond the basics of contact management, workflows and custom fields, Zoho CRM makes it especially easy to find the last communication and pick up right where you left off with any lead, deal, or client. It syncs with other Zoho products, as well as many external systems, making it perfect for a connected workflow. It also has an available API for creating custom application integrations.

Creating custom workflows and approvals with Blueprint is a straightforward process, and the power that it provides for process management and automation cannot be underestimated.

Self service portals for clients are another great addition to the power of the CRM.

There are multiple billing levels available, so the system will scale with your business, or even better check out Zoho One for a simple and affordable solution to even more of Zoho services.

One final Pro is that Zoho is consistently looking to make their product better, and has shown an extraordinary commitment to improving it's design and functionality. If you don't like something now, submit feedback and wait a little while, and it might appear.

Cons: Integrating the CRM with other Zoho products can be complicated, and the integration experience is not completely consistent yet. It is clear that this is something that is being improved, but some of the products are not at the same level of polish as Zoho CRM.

Zoho's introduction of an AI assistant is certainly cool to see, but it isn't quite ready for prime-time and much of what it can do doesn't seem to add a lot of value versus not having an AI. However, this will certainly continue to improve with feedback and it is good to see AI as a focus of future innovation in the product.

Overall: Zoho CRM is simple enough to immediately begin improving a company's sales process out of the box, but powerful enough to create complex workflows, automation, custom solutions, and integrations.

We were able to immediately start saving time working through leads, while continuing to improve and hone our sales experience, and then our customer experience by integrating with our Accounting system and Ticketing system.

Seriously, the best CRM software out there for the money when combined with all their products

May 13, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: First off, I own, manage & work at a Business IT and WebDesign business, located in the Kansas City, MO area...

The Zoho CRM platform is very intuitive and easy to use immediately. Plus, for the money, it's the best in my opinion. Now, dedicate a few days to learn the CRM, combined with their other products... You seriously have the best solution out there I've ever seen and I've tried them all. Additionally, Zoho is priced far below the competition for what you get. Third party integrations for big names like Google and Facebook are amazingly simple to add and configure. Spend a few days on the trial period, dedicated a couple hours a day to learning their CRM, combined with the other solutions they provide that fit your needs... and you'll be spoiled compared to any others. Customer support is rather good, although based in India. I never had a problem or experienced a debacle they were not happy to help me with. Also, the company Zoho.. Across the board is moving forward every week/month with new features and updates to not only the CRM here but, their entire plethora of SaS solutions.

If you are familiar with CRM's... I won't bore you with what it does. You already know what a CRM should provide and Zoho CRM does by far and then some. The learning curve really is not that bad, even then, there really is no limit you can take this platform to if you dedicate the time to learn and set it up.

Bottom line: Zoho CRM, combined with their other solutions... IS THE BEST

Cons: Honestly... I can not complain that much. The only complaint I have is this... Yes, they are far below the competition in terms of price when considering the big names out there.. However, if you are a power user like myself.. You want all the options. Even though they are cheaper than the others.. I really hate (across the board, all companies included) that their subscription pricing is a "per user" type setup. Being an IT business, you understand inner workings of resource usage... I really think all these companies should be tiered in groups of 5 - 10 users and the price will increase at that point but, I digress...

In the beginning of my startup phase (Having one employee besides myself), I really found it hard justifying the cost "per user" to use any CRM software. However, my end goal for the company was automation of anything Consumer Relations, related so.. honestly, I chose to save a couple bucks and went the open source route. Well, yeah.. It worked that way but honestly, it was open source but, closed. Anything I wanted that was not built by the community was insanely time consuming to implement. BUT.. It cost nothing that way and I didn't pay a per user fee. However, time is money AND... my implementations would have to be rebuilt anytime I wanted to update the core functionality.

So, long story short... These companies really shouldn't be implementing a per user subscription model. Truth be told, 1 - 10 employees takes the same resources on their end.. :/

Overall: Price, easy of use, endless expansion, integration capabilities with big name companies already built in... and mostly... Insight. I am by far one the most insightful IT companies around in my area because I use this software. It's probably what pushed us past the competition.

Becoming Best of Breed

May 05, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Overall, Zoho's CRM is about as robust as I've seen. It has a crazy amount of connectivity with other Zoho apps and integrates really well with G-suite apps too. Of all the CRMs I've tested, and I've tested dozens for at least 4 business models, Zoho seems to be the most flexible and cross-vertical friendly. There's plenty of competition and many that are designed for specific types of businesses, but what I'm finding is that just about any type of business (i.e. project management, online or web-based business, consulting, marketing, photography, etc) it can be customised to fit very well. You do have to be ready to put the time to set up your business though and that's true for any CRM. Yes, maybe some are a bit easier and faster, but if you're like me and like to bolt on new services, you'll appreciate that Zoho is likely going to still work for you, meaning less time having to start all over again.

Cons: So here are the things you have to remember when choosing Zoho. Go for Zoho One! It's worth it to get all the other apps for the difference in cost. Chances are, you'll spend a lot less by staying with Zoho and dumping all the other API'd apps that Zoho can already handle. Another thing that you have to be aware of is that their service and support can be excellent, but that depends on the rep you get at the other end of the line. My advice is to be very thorough in explaining your request and don't let them start solving issues until you know for sure they really understand what you want. Another issue is that they don't support on weekends. For many that may not be an issue, but when you live and work in a time zone or business area that needs that, time to solve issues and not get in the way of daily work, that may matter to you. But overall, I can say that from the time I started using Zoho's suite, their customer support has improved vastly! You will also find you have the need to figure out some workarounds on issues that are core to your business. Sometimes things can be customised, but not always. For example, it's a pain to have it set up for people or contacts who are associated with multiple businesses, something that's rather common in my space. Again, if you get the right technical help, you can solve issues like these. Their documentation and help videos are just OK at best. I find them very confusing and too technical at times, and I'm a pretty technical person, so once again, this means you'll be depending on their support team and you'll want to be ultra clear on what you want to accomplish.

Zoho CRM, One of the Best for Small Businesses

Nov 04, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Functionality: Mail merges, email templates, customization, reporting

Cons: White the new version has some great new features (seeing when a client opens an email), it is also harder to find the customization modules and I hate that Events I create automatically are marked as closed when the date arrives. Sometimes events do not actually occur, or I have to get to them the next day - I use events to do important tasks. I want to be able to mark it closed. I want to be able to mark any activity closed in a very fast, easy way... just a check, done. Also, wish the activities would show in the calendar, not just events. Wish I could see what my team member sees on her calendar, especially when we share an event.

The creating a call function is too cumbersome and too many steps, you have to scroll down, etc. Make it faster, easier... takes too long. Wish there was a faster way to even log a quick call... reminders need to have more options like 1 week out or 2 weeks out, even 1 month out.

Really do not like that I cannot see my screen (lists) of prospects or clients at a glance as it only shows a few at a time, you have to go to next page - font is too big, too. Dashboard is not very customizable and doesn't give me the ability to put in the reports I created and want to see... getting help is ridiculous. I have to "chat" - send a message basically, then I have to wait for a response. Need to be able to get answers and help faster.

Overall: I run a small business and I evaluated many, if not all of the CRM's available to small companies. By far, Zoho offered the greatest functionality, ease of customization and overall value in price. Zoho offers the ability to create mail merge templates - one of my criteria when choosing a CRM - few others if any offer this. Also, I love that I can see when a client or prospect has opened or read an email, right from the application. Reporting features are fantastic too! I was even able to add a Zoho code to my website so now all new leads come directly into Zoho and receive an email immediately from me. Overall, I can now contact my prospects faster and close sales faster. I can manage my clients better with great detail right on their records and my one team member and I can better communicate through the CRM and even assign each other tasks. Although I highly recommend it, I do wish Zoho had live Chat Help. Takes a bit to get a response when you need help. That said, overall, best CRM, best value for small businesses that want to see and understand where their business is related to sales, sales pipeline and customer management.

Recommendations to other buyers: I think I said it above... really need these things addressed and you will be almost perfect! Thanks.

Capterra loader

100% Customizable

Nov 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Zoho CRM is basically a one stop shop for your business needs. I use it in my office everyday, and we can customize different modules based on the growing needs and demands of our company. Additional pros: Super simple to use. You can create buttons that do all the work for you (example: sending auto-emails). The tech support is usually a long wait, but once you have them on the phone or chat box they are super knowledgable and ready to assist with anything you need. Love love love this software.

Cons: Because it is so customizable, there are basically no limits to what is buildable with it. Need a specific accounting software? Zoho CRM. Need a time clock for payroll? Zoho CRM. Need a calendar view for medical records? You got it...Zoho CRM. The actual building of modules is really dense, so having a team member with developer skills is almost a must-have if you choose to dyi your software. Like I said in the pros section, the tech support at Zoho is wonderful and super helpful, but the wait time is a bit lengthy.

Overall: As my company continues to grow, we are able to meet and exceed all our demands by using this product. We have cut costs by eliminating manual work (such as sending repetitive emails and reminders to customers) by utilizing the auto-email function and setting up templates for emails that need to be sent out on a regular basis. That has allowed our employees to focus on more important tasks and be able to really get detail oriented. I would recommend Zoho CRM 10 out of 10 times to anyone looking for an alternative business management software.

Amazing piece of software, was once ahead of its time. Not anymore, and service is really bad

May 21, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: - Cheapest tool out there, especially for the feature set

- Ironically, one of the most full functioning tools out there too. Even against the biggest CRMS (Projects built in, Invoicing and Bookkeeping built in, Live chat, etc.)

- Extremely customizable

- With their own programming interface/language with Creator, a company can develop serious automations for their infrastructure, but will require work

Cons: - They used to have a vision not anymore. Their technology is always a few years behind.

- They were one of the first live chat apps, but no chat bot.

- Was one of the First CRMS, but limited data analysis, visualization, or no real AI

- Has forms, but not really landing pages

- Has SalesIQ but no anoymous prospecting, or real notifications unless they start a chat

- No document tracking for views and proposals/presentations

- Third party tools need APIs, Creator or Zapier. So no inside sales tools, automations, etc. in an app store like environment

- No individual email tracking (open and close, vs mass campaign), which is about half-a-decade old technology used by CRMs

- Individual lead notifications are not available

- Support is very, very slow and disorienting. Does not complete work on a ticket, and conversations can drop

- Completely manual input, no smart tools or database for lead details and filling information on CRM

Overall: Cheap and customizable. Easy to export and import. Fully featured when considering their Zoho One product with projects, invoices and more.

Two years in and loving it

Nov 03, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, connectivity to outside apps (Google Apps for business, Ring Central) and the search function.

Cons: Sometimes I have a hard time explaining what I need to tech support. This is not a problem with other vendors so I know it's not in the way I'm explaining things but to their credit we always solve my problems just not always on the first try.

Overall: Zoho was not the first CRM we tried but it's the best fit for our business. We've been using it for about 2 years to manage our pipeline, contact list (and related notes), track activities we wish to perform, activities we've completed, upload PDF copies of our handwritten scribbles, attach completed forms and documents that we'll need later. We have a section within each person where we keep links to our private YouTube channel with training tutorials.

It is our hub for things that you might try to remember. Our actual work is performed outside of Zoho using industry specific software but Zoho is how we ensure that we don't drop the ball and that we quickly and easily remember where we left off when we spoke to someone 6+ months ago.

It takes a little while to get used to using software instead of saying "ohh, I'll remember that" or paying for something when you could save it in a 3 ring binder on your desk but once you get into the flow you'll never consider going back. Zoho's search function means that I can find anything I need in a few clicks. I use Google Apps for my email and Zoho for my memory.

FWIW we're a team of 5 people across 2 continents and with Zoho everyone is always in the loop and up to date on what's done, what's left to do and anything else that's going on. :)

Recommendations to other buyers: I use a premium version but the lower tiers are still really amazing and solved many of my problems until I realized I wanted more.

For me, this has enabled my business to grow exponentially

Oct 12, 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 suite of tools all designed for productivity and communication in mind. This has enabled me to deal with myriad software projects, I keep my clients in the loop, my devs and pertinent project management stays in order, financial records, payments and record keeping and above all else, time management and communication. Compartmentalisation ensures that my sales guys see what they need, development guys and clients all see what they need without intersecting unless required. I, as the administrator can oversee all and ensure everything is happening in a timely and smooth manner. I utilise their mobile apps as well so that I can stay in the loop while away from the computer, be it on the train or on holiday.

Cons: The price point for me is well worth it because it is a fraction of the net worth of even one of the myriad projects that I am able to develop utilising this suite of software. However, I imagine that a smaller operation might well find the top tier pricing out of their league, there are alternatives, though none that I can imagine are as useful as Zoho, I've tried a few over the years and we didn't stick with any of those whereas we have gone with Zoho for the reasons mentioned above. That being said, there are free versions which would fit smaller outfits and cheaper options than the top tier.

Overall: Very positive, never raised a ticket or questions the customer services, their support documentation and just uptime and user-friendlyness has been perfect for us over the last couple of years, I can't think of anythign negative to say.

Flexible, Low Cost CRM with strong potential

Nov 03, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like ease-of-use, price, and easy customization.

Cons: It's a young company so there are some glitches/kinks still being worked out

Overall: I manage Zoho CRM (Enterprise subscription) for a small B2B company. We have used this platform for about a year and a half now.

Price: Compared to other options, Zoho has great pricing for the features/value that you get.

Features: Zoho has a large number of features available to Enterprise customers. We, of course, use the Leads, Contacts, Accounts modules to keep track of all customer information. Zoho has greatly impacted our ability to keep track of the potentials/opportunities in our pipeline and to stay on top of follow-ups with customers. Also, despite our complex quoting process, we are able to quickly generate professional quotes for customers. We use the Zoho CRM Documents module to work on documents simultaneously. This eliminates the need to save several versions of documents. We use the Reports feature to evaluate performance, identify strengths/weakness, etc. The Campaigns, Solutions, Forecast and other available modules are also very useful.

Ease of Use: I think using Zoho is more hands on, as far as doing most of the initial setup and customization yourself as opposed to Zoho doing it for you (like other CRMs offer), but the process is relatively easy. Because our company has many unique pieces of sales/customer information that it wants to capture, Zoho's easy customization has been a great fit for us.

Customer Support: There are a variety of ways to contact Zoho. I use the live chat most of the time and am usually able to get assistance right away.

Development: Zoho seems to actually take note of feature requests and feedback from customers. They release a very good update to the CRM this year that provided several new and improved features. I am looking forward to seeing how the platform continues to evolve.

Surprisingly robust for a free CRM

Jan 12, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: I think Zoho is a great option if you are looking for a free CRM in a smaller work/sales environment. It simplifies a lot of sales and marketing tasks that can be cumbersome. It is not very sophisticated with other integration (at least in the free edition). At my company, we need a cheap solution that would securely store leads and contacts so we could keep track of our interactions (e.g. emails and events), while still having the ability to standardize templates with our recruiting team.

Pros: A Huge pro for Zoho is that it is free! It contains all the must-have features that most CRMs use l like uploading leads, contacts, creating and sending emails, templates, tasks, etc. The user interface is very simple and user-friendly. It is robust enough to allow you to customize your dashboard view so you can be even more efficient. Zoho does integrate with outlook and googles calendars, making it easy to schedule and send invites to clients/customers outside of your organization. The email templates are also a useful feature that is so easy to use. You can upload your own photos, logos and custom colors.

Cons: What I don't like about the CRM is that email campaigns and invites from Zoho are more likely to be blocked by spam filters. After sending out email campaigns and invites, I have had to follow up with most of the individuals I reach out to, because it has been filtered to their junk email. I can't seem to find a consistent pattern either - as some people from the same organization received the email in their inbox, while others found it in their junk mail.

Capterra loader

6 year user and this is still my top CRM user

Nov 21, 2018
5/5
Overall

4 / 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 started using ZohoCRM to help make sure I didn't forget up coming events. I didn't have a lot of clients but I needed a way to document conversations and make sure each clients was given the same information. Fast forward my company has grown and ZohoCRM has stayed my go to for client management. When I first started I didn't uses any of the automation. Now, I couldn't survive without the automation! We are so busy and leads are coming in from so many different avenues that potential clients could slip through the cracks. But with this CRM no client gets missed. I never worry that I will forget any critical touch points with clients because the automation triggers ensure I don't and I receive emails in in the morning with every task I need to complete.

The home screen gives me a clear picture of what leads we have, what tasks we need to tackle, and what events we have coming up.

I have not seen another CRM that will give you more bang for your buck.

Cons: It took me a while to understand how to customize the automation. I would recommend them creating video tutorials.

Overall: Overall I have had a phenomenal experience and I usually recommend new business owners to use ZohoCRM for there customer relationship management.

An easy-to-use and powerful CRM

Nov 03, 2016
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Reporting. Dashboards, Association factor of leads and contacts.

Cons: Customer Support, Lack of Customizations

Overall: Zoho CRM is a part of my daily life as a Software Sales-Consultant. Let me list out the pros and cons.



PROS:

1. The first thing I admired about Zoho CRM is, its ease of use. I know many Saas CRMs are easy to use. But this one packaged with multiple options and features than some Saas CRMs yet I never find it hard to use all the features.

2. Reports: I always love to generate reports for my Vendors and my boss. Reporting features comes with numerous customizable filters . Dashboard with reporting is icing on the cake.

3. Very seldom I faced server issues as it's a cloud based service.

4. Sales pipeline became easy now as we can categorize all the leads with regards of product, Vendor and Etc.

5. Innovation: I like that they always come with innovative ideas integrated with such less complexity.

6. Value for the money: I believe that Zoho brings most features which can be seen in Salesforce, SugarCRM and etc, but in a reasonable price. Completely satisfied with that.

CONS:

1. Customer Support: Well they have 24/7 customer support. But the knowledge of any Tech Support person is not sufficient to resolve any big issues. Yet they are quick and kind.

2. 2016 update: Well it comes with many goodies like Sales-Impulse and lot but have many bugs as well. Sometimes i could not add a note on a lead or contact. I spoke to them regarding this and hope that they will resolve it soon.

3. Lack of Customization: Sometimes I feel like it would be better if they let me add my own customization on data fields and Filters. The scope of customization is comparatively less.

Recommendations to other buyers: Firstly I appreciate the idea of getting feedbacks from the users. You guys rock.

Capterra loader

Plenty of features, easy to use, good performance and availability

Feb 01, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: * Easy to use: not hard to find features and navigate the options

* Easy customization of modules and fields

* It has more features than we need

* Very ubiquitous, which means that others have integrated already. We use RingIO for our call management, which was readily integrated with Zoho

* It is quite fast most of the time

* Do not recall any downtimes ever

* Customer support seems to be quite attentive and responsive, which is very nice considering it is a a really large company

* You can see the evolution in usability without being too pushy with radical changes

All in all I see a lot more pros than cons

Cons: * The reporting engine leaves a lot to be desired. Yes, you can customize reports, but it is very basic. You can't really anything beyond the most trivial filters so we ended up created redundant fields that were necessary to work with the engines. At some point we ended up exporting the data to netTerrain and using netTerrain for the reports, which has a much better reporting engine

* The API is not really RESTful. The security schema is weak and in general REST guidelines and patterns are not complied with

Overall: It's a CRM, so the benefits are quite obvious I think.

Good CRM but terrible support

Mar 09, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: We are using Zoho email, calendar and CRM to run our small startup with 5 active users. I've previously used the full Salesforce.com package in a large multinational. I have to say the Zoho allows me to do the same things that I previously did in Salesforce to a pretty high level. Having said that, I don't think that Zoho is that cheap either, at USD $20 per head per month. That's $1200 per year for 5 people. A necessary evil unfortunately. Part of signing up for Zoho CRM is that they offer a call with one of their support staff to familiarize you with the product. This was a complete waste of time. Fist the call was 20 minutes after the appointed time. The man from India who called me was completely distracted and appeared to be taking other calls (putting his mic on mute) and typing on a keyboard while I was trying to ask him questions. He was very arrogant and rude and a liar. When I pointed out that he was typing instead of listening he denied it. I'd asked him the same question 3 times, and each time he came back with the same nonsensical question to my question. Bad, Bad, Bad. I ended up hanging up and am angry that they wasted my time with such a pointless and empty offer.

Pros: It's a fully functional CRM package for a small enterprise. It is relatively intuitive to use and I like that automatically picks up the emails you send and appends them to the client record, provided you've entered the clients email details.

Cons: The Indian call centre is a disgrace. Worst I've come across and that's saying something. I don't think that the CRM calendar sync's with the email calendar.

Recommendations to other buyers: Avoid the call centre at all costs. If you can't work it out yourself, don't bother calling them as you'll just end up angry.

Vendor Response

by Zoho CRM on March 10, 2017

Hi, I am Jayashree, Quality Manager at Zoho. Firstly, we apologize for the lack for quality support. We assure you that we will look into this and have it corrected as soon as possible.

In the meantime, please do send us an email at support@zohocrm.com with your questions and we'll be happy to assist you with them. You can mark the email to me and I will take ownership to have things resolved for you.

We look forward to hearing from you.

Jayashree
Zoho

The Zoho CRM platform is the base foundation you need to get started.

May 29, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love that Zoho has many different "bolt on" features that I can add depending on the needs of my business. The ability to integrate and scale is one of the many things I really like about Zoho. It's basically an Ala Carte menu that I can take advantage of when necessary. Zoho CRM and other Zoho products integrate seamlessly and you don't need a programming degree to figure it out. Having a better then average understanding of how technologies work is very helpful, but the novice shouldn't have any problems getting acclimated to how Zoho CRM works.

Cons: Like most software services like Zoho their customer service isn't ideal and it often takes some time for someone to get back to you if at all. This is one of the biggest CON's I've noticed. You pay much less for their services, but you lose the customer service touches you would typically get with a service like salesforce.com. If you can handle the trade off, some people can't, then Zoho is for you. If you are aren't willing to sacrifice the ability to get CS in real time then Zoho isn't for you.

Overall: If you are an out of the box thinker and someone who works well independently and likes to learn new things and build businesses, then Zoho is the platform for you. Most software platforms are migrating to this model and it includes numerous software bolt on solutions to help your business grow. If you are looking at building your business strategically and don't want to break the bank then you would be doing yourself a dis-service if you don't review and consider Zoho as proven growing software platform.

Capterra loader

Zoho Oh No!

Dec 05, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: zoho's crm has buckets and buckets of available information. it intergates well with outlook calendar and contacts. it is a very useful time management tool.

Cons: zoho's crm has buckets and buckets of available information. sometimes when it rains it pours. there was too much to manage or understand proficiently with out going to zoho school. who has time for that? and the support and training we were promised were surface like at best. This may have had more to do with our companies zoho rep, but as far as we were concerned that was our 'face of the franchise" and he was far from an MVP candidate

Overall: My Golf course sales and management company purchases Zoho Crm as our first and only primary crm for every sales person and manager in the company. The biggest issues is they never delivered on their promises. We had several internet based customer data collection points outside of our crm. We were promised Zoho would inergrate with apps to pull of the prospects contact info. It did not. The entire company had to manually enter all prospect info every time we received an outside digital lead. Not only did we become more of a data entry team than a sales force, people hating using it and it became what you would expect. Garbage in Garbage out.

Great fit for SMB eCommerce

Sep 10, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the ease of use of the Zoho platform. We were able to get everything setup and working in about a day. We have this connected to our eCommerce platform and are able to easy import our records to keep the system up to date. It allows our CSR team to know just what a customer has done with us in the past and keep the conversation in context each time they talk. We also utilize the chat from Zoho SalesIQ that is connected with the CRM to keep all communication channels in sync.

Cons: I do not care for the API limits that are enforced on the platform. Users get roughly 3000 api calls a day. This can make initial data loading for an established business take a while to get all legacy data imported into the system. Once things are there it is not much of a problem, but any time you may decide to import a new large data set this can really hinder the process of getting everything over in a timely manner.

Overall: Overall we have been pleased with the value provided from Zoho. Not just the CRM, but other products they offer as well. We have really tried to tie in with the full suite of products to enhance our productivity and growth.

Easy to use and setup CRM. Excellent automated workflows.

Dec 15, 2017
4/5
Overall

4 / 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: I used ZohoCRM in two different jobs. My first job was in Sales and Account Management. I used ZohoCRM on a daily basis and I was not the one who set it up originally. The tool is really easy to use with very good flexibility in adding/removing/changing fields. You can also add workflow automation which is great when you get it right. On my second job I actually set it up from scratch and I was surprised at how easy it was to set it up and get it running. Since I was an experienced used before, it took me, literally, less than an hour to get it up and going. I was able to import hundreds of contacts and leads with just a few clicks.

Cons: The interface could be cumbersome at times. The editing of individual fields should allow the user to click anywhere in the field to go into update mode. Instead you need to click on the actual pencil, which depending on your screen resolution can be small and not as easy to target and click on it. The automation workflow is great, but it's hard to get it right and there's no easy way to test it out to see if it's going to do what you'd expect. If you set it up wrong you may not realize until some time later. It'd be good to have a way to test the automation you're allowed to configure.

If you're just getting started with CRMs - start with Zoho

Aug 16, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Zoho is cheap. And that is what I like most about htis software. It's economical for any kind of business - yet not compromising a lot on important features. Customization is fairly simple and easy. That's a big plus when it comes to maintaining your funnel with the kind of business you've got.

Cons: What I least like about Zoho is their support. When I initially started using it and wanted to go about checking for certain features, I spent hours in the internet surfing for answers in their official Forum. As it turns out, there are no updated answers to old issues. I realized support has not done a great job with hundreds of queries people had on different features (marketing automation, tracking etc)

While it's buggy, I'm afraid to raise support issues with the kind of experience people have faced in their support forum.

Overall: This CRM is easy to set up and it's quite useful when you're getting started with setting up your sales process. It will have all your leads data and will save you a lot of time if your entire team can collaborate on tasks. So for starters, without having to spend much, and compromising a tad bit on UI/UX - you're good with Zoho CRM.

Capterra loader

We love the robust features and ability to customize to our business cycle.

Nov 02, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: We investigated so many CRM's and found many of the others to have good marketing but a lesser product at a higher cost. We started with the free version and gradually moved up to the Enterprise Subscription so we could fully customize not only basic CRM functions but a full transaction management system. We have several custom modules and custom buttons that the Zoho Engineers designed to our specifications at no extra charge! You can use it right out of the box and get great value but the customization was really the icing on the cake for us.

Cons: I like that their is a whole suite of products that can integrate into the CRM but unfortunately the three we have tried/investigated Zoho Websites, Zoho Mail & Zoho Survey have not offered us the functionality we need so we have had to use alternative products. Older versions linked with LinkedIn so you could synchronize pictures of contacts but this no longer is possible - I think due to LinkedIn making an exclusive agreement with another CRM provider?

Overall: What software are you talking about??? Capterra?

Great for what it is

Jul 04, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: If you're looking for a CRM that is customizable and can adjust to your business, Zoho CRM is the best bang for your dollar. However, recognize that Zoho's platform is to develop features, *not* to be a sales partner. They have partners around the world who can help you on an ad hoc or on-going basis, but the 24/5 support is really just there for trouble shoot issues with the program - not to help you develop your business.

Pros: The customization means that Zoho can be adapted to a variety of fields. It's generally intuitive for sales people and their cross platform support is really picking up with the new User Interface.

Cons: Documentation is nearly non-existent. Support is present effectively only to address bugs, not to problem solve.

Recommendations to other buyers: I've looked at a lot of CRMs but I've been very happy with the value of Zoho and am not leaving any time soon. As much as I wish they'd invest a bit more in their customer support, I am so happy with the product, the people working on the product, and all of the innovations they continue to bring. Additionally, if you're looking for a platform to build a business, Zoho has one of the richest ecosystems out there and they're basically hidden from view because they don't spend any money on marketing. A far cry from their competition.

ZOHO CRM

Aug 16, 2017
4/5
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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Comments: ZOHO CRM in general is a good CRM for SMB's. It's always one of the options in the CRM selection process. Any CRM is only as good as the business process behind it.

Pros: Pricing: ZOHO CRMs pricing is very affordable for SMB's. The pricing structure allows businesses to scale up without worrying about the monthly subscription. Functionalities: Overall, ZOHO CRM's functionality is good. It has most of the essential business functionalities. Customizing the CRM according to the business process is very easy. It does provide basic reports and analytics that gives very good business insights.

Cons: Functionalities: Although ZOHO CRM provides good functionality, it still lacks some of it that will definitely be an added value to most of it's customers. An example would be a validation rule. A lot of the customers have already brought this topic over ZOHO forums, although ZOHO CRM reps respond with courtesy, this functionality is still in the RnD. A few other requested functionalities have been requested, but it may take ZOHO CRM years before implementing such.

Zoho CRM is the best solution if you need a CRM: lots of features, easy-to-use, and afordable

Nov 04, 2016
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: Easy to use, cloud-based, versatile, afordable

Cons: Some translations in other languages than english could be improved, and if the price could be in Mexican pesos so that we wouldn't depend of the US$ rate it would be perfect!

Overall: I use and implement Zoho CRM for 3 years.

For me it's the best solution for all type of companies: from a one person company to a big corporation with multiple subsidiaries. It's very versatile, you can have a simple CRM that will allow you to register your sales informations in the free version, but with the same app you can create a complex CRM solution, including integration with Zoho or tertiaries applications, that will help you manage your sales process from the begining of a marketing campaign until the post-sales issues and gives you all the business intelligence you need for strategic business decisions.

Moreover, in comparison with other CRM on the market, it offers the same or even more features, for half the price of other solutions, for example, with CRM Plus, you can have a complete solution consisting in nearly 10 apps, for only 60US$, unbeatable quality/price ratio!

Recommendations to other buyers: You can sync it with other Zoho apps in order to create a complex CRM solution that will solve a lot of your Marketing/Sales/After-sales issues.

Zoho is the best CRM for the money out there.

Nov 03, 2016
5/5
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: Ease of use and flexibility, customer service is amazing.

Cons: SOME limitations on how dashboard items can be displayed.

Overall: In our search for a CRM platform, i reviewed 5 separate companies, all of which are well known. all have their shortcomings, but Zoho had the fewest among them, coupled with absolutely fantastic customer service and a platform that is incredibly simple to use and teach others.

the new update that zoho implemented in 2016 was welcome, and provides a UI that is sleek, and easily manipulated to suit whatever form of data i wish to see. BIG bonus points for the ability to seamlessly integrate gmail with the platform, letting me see my entire email history with any of the leads or contacts in the platform, at the record level. Development flexibility is great, reporting is easy to use and detailed. my only ding would be with button functions, and that the interfaces are not COMPLETELY customizable. Hey. nothing is perfect, but for a CRM, Zoho is easily the closest thing to perfect software as I have found. They saw the challenges and weak points in the various platforms out there, adressed them, and present it in the most streamlined way of the bunch. We custonized the modules and workfliw to suit our unique industry, no problem. Highly recommend this software to anyone looking for a CRM.

Recommendations to other buyers: Try it out, call customer support, and explore what you can do. it really will open doors and streamline your business.

Capterra loader

The best CRM in the market

Nov 24, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I have used Zoho CRM in two different companies and its performance was recommendable. It is easy to install and to use. All of our accountants must go through a three hours training for them to get the skills on how to use this product. It helps us in stock taking and understanding the best selling products in specific regions. I like the fact that you can be able to customize the Zoho CRM to meets your needs easily. It integrates well with other software helping us to merge emails, templates and reply to our client's queries easily.

Cons: For the one year I have used Zoho CRM, I have nothing to complain about it's performance. You only need a stable network connection and you are ready to go.

Overall: The software is awesome. It has brought a great impact since we started using it in our company. We fully rely on it in all our sales and purchases operations since it was implemented in our business. Few months ago, we started email marketing using this product and for sure we have are receiving clients from different regions where we have never reached before. Zoho CRM is a useful tool tool where every business person should implement it to their business for a real change.

Reliable and affordable CRM

Feb 24, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It ties in with our Zoho Mail, is very affordable compared to its competitors, and we love the Salesinbox feature

Cons: It's very difficult to setup to get it running at full functionality and the guides aren't in depth enough.

The phone apps could be improved to tie in better with cell calls and texts

Overall: We've been using Zoho CRM for almost 6 months now. The beginning was very, very rocky. It's tedious to get setup if you have no CRM experience, and while there are How-To guides out there, they aren't very in depth and didn't answer most of the questions we have. The guides cover the most obvious things you can probably figure out how to to do yourself (like adding company details). The more complicated things like setting up work flow processes, are not user friendly and don't have good enough manuals.

Once you get setup and running though it's a decent CRM system, and very good for the price. I love their Sales Inbox feature and the way it separates out our salesmen's emails.

We also use the Zoho CRM app on our phones and haven't been too impressed. Would love to see that upgraded and improved to better interact with the cell phones and log calls and texts.

If you have Zoho Mail or any other Zoho programs already, definitely look into using Zoho CRM for your CRM needs. It's more affordable than some of the others like Salesforce, and has some good features that get the job done.

Recommendations to other buyers: If you have Zoho apps like Zoho Mail already, then this ties in beautifully and is a great addition.

ZoHo with Fiber Optics Start-up

Nov 16, 2016
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: This is a amazing software. I have been using SFDC before, and I find ZoHo as a really good tool for a small start-up as we are. All contacts and information, actions, everything you need in one place. Of course you could ask for more such as outlook integration and better collaboration, but so far it serves our needs

Pros: Easy to use, the App for Android works perfect. I am on a free plan right now but we will upgrade as soon as revenue starts to kick in. I like the search and report functions in particular. It is a perfect tool for start-up business. We are a Chinese related firm with operations in China, and there is also a version available in china through a partner company. Otherwise SFDC and other popular CRM tools are blocked in China as of now.

Cons: Not so easy to back-up. Limitations of records seems tight in the free version. Also the integration of email seems difficult. I prefer to write emails, use tasks and schedule in MS Outlook, but I cannot see how it could synch seamlessly between MS and ZoHo

Recommendations to other buyers: Check out the free version first, and upgrade when you see your business grow. If you work for a larger organization than ours, than check how well it works with groups, chat function etc. I am sure it does, but that would be my prio no. 1, when we grow our business to have everyone on the same page, but not everyone need to access all data.

Capterra loader

A good CRM for medium-sized businesses

Nov 21, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I have used this product in two different companies. From this two experiences, I can honestly vote for Zoho as one of the best CRM currently in the market. It is easy and simple to install in various gadgets. We have been using this product in our company to organize and have a good work flow in all our daily operations. It has been helping us to understand our customers in a better way and get back to their queries without delays. Our marketers relies on this software when they are doing a certain research in the field when we want to introduce a new product to specific customers. I like how the product integrates well with other software making our work simple when dealing with many different data in different software.

Cons: The product is awesome. My only concern is the support team, they rarely reply to emails and when they do, they ask too many personal questions rather than getting straight to my question.

Overall: It is a good software in helping the business person to manage his or her work professionally. It helps us in managing our marketing teams by controlling their operations while they are in field. We use the product in understanding our stock level and the marketing trends of various products in specific regions.

ZOHO is truly a turn key CRM solution!

Nov 03, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We love that fact that the different modules can be customized to suit the different business units within our organization. The ability to create the modules and then design rule based views to manage workflow is very simple to do, not time consuming, and doesn't require advanced programming skills.

Cons: We feel the support side could be better when having issues or simple questions about features, at times the team doesn't seem to understand the questions we are asking. There are many little quirks with the software that somewhat limit the search feature, specifically the phone number fields.

Overall: We have been using ZOHO for the last 8 years at our company. The software is very flexible and allows us to customize modules for different business units at our organization. Would recommend to others.

Recommendations to other buyers: Would like to see more robust field mapping, creating permissions based off values in other fields.. potentially auto filling fields based off selections in other fields within a module/lead.

Easy to use, easy to customize, full functionality

Nov 03, 2016
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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Extremely
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Pros: Easy setup and use of the system and the ability to customize with a few clicks even for new requirements, which I did not foresee, when I started using the system.

Cons: ./.

Overall: I started testing the free version Zoho CRM even before I did setup a new business in holiday rental. With start of the business I switched to the premium version which provided to me all the additional features and possibilities to customize the system to my specific needs.

In the meantime I could further enhance the solution for a Coworking space, which I started in March 2015.

What I also use is the easy integration with Zoho Campaigns, which helps me to be in regular contact with my customers and prospects.

A great feature is the integration with my social channels on Facebook, Twitter and Google+. This helps to find additional new contacts and to stay tuned with my followers.

Whenever I faced a problem or question I received prompt support from Zoho's support team.

Zoho CRM is a clear recommendation, which also give to my coworkers at www.coworking4you.de

Recommendations to other buyers: Combine it with Zoho Campaigns

Convenient and easy to use CRM

Sep 22, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: For most efficient businesses, one needs to create a regular relationship with the customers. Zoho CRM looks into all possible aspects of customer service management and further gives insights into how to deal and interact with clients. It promotes the use of context-aware solutions for the customers and encourages in being prompt in answering FAQs and customer queries. It is one of the far-fetched applications that include the use of telephony with click dialing. Social media integration and real-time sales management are also provided. It further helps in analyzing a summary of sales in a simple graph.

Cons: The customer care is very efficient. It only offers a 15-day free trial. This can be a very short time for analyzing the sales patterns and hence difficult to take a decision on whether to purchase the real plan or not.

Capterra loader

Zoho CRM[- One tool to manage complete business.

Nov 06, 2018
4/5
Overall

5 / 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 CRM helped us a lot in keeping the track of our client interaction and lead generation. This tool also facilitated us in creating statistic report of sales. This CRM is interlinked with all social channels so it provides everything one roof. Zoho CRM's layout is simple and easy to understand. It saves a lot of time by providing all facilities at a single place. It also includes a feature which helps team mats to interact and collaborate with each other in a better way. Zoho CRM got a lot of features which helped us in boosting up our sales and leads. From client detail to team collaboration everything happened in the single tool. The user interface of this tool is so simple as anyone can easily handle it. with help of this tool, we can keep a track of every interaction happened with clients which further can be used for remarketing and improving the sales process.

Cons: This tool has really facilitated us in generating more sales and have not found any issue with tool yet.

Overall: Zoho CRM can really be helpful in generating more sales and leads in any business. Single tool for a complete customer or client management.

Robust for the tech savvy user

Jan 09, 2018
4/5
Overall

2 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I would recommend this for a tech savvy startup who is on a budget, at a very reasonable for one user this is a great tool for the office if you don't need individualized task assignments, if you have a bunch of users I would explore salesforce as a solution instead as the price will be better in the long run.

Pros: The largest benefit with zoho can is it's ability to be customized for each user and application usage (however see cons). My favorite part of the tool is blueprint mapping, it will let you visually map out your work flows, tasks, emails, etc all in one screen, however the directions and terminology is vague so it takes a while to setup. From a functional standpoint zoho CRM is feature rich, with endless options for integrations and usages.

Cons: The help documents are ok at best, with that being said they do have free email support. The settings and terminology ate difficult to arrange and set per organizational needs. Some if the integrations zoho offers are not two way integrations with their own platforms.

Good but not great, and somewhat more affordable, alternative to Salesforce

Apr 28, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Cheaper than Salesforce and it seems like they offer a lot more add-ons for free so that they can take more market-share from them.

For those of us who had used Salesforce, it was pretty easy to use (but not as easy as Salesforce) and we adapted to it just fine. Our younger employees do fine with it, but the older ones struggle (but I blame the people not the software).

A decent amount of other software we use integrate with Zoho or are working on that integration.

Cons: Boarder-line too many features and add-on programs. Sometimes accidentally navigate to different app (outside of the CRM) and it can be confusing. So I'd save navigation could use some work.

Some areas feel half-baked, like the functionality is mostly there but the UI/UX isn't quite fleshed out perfectly.

Support was slow to respond and didn't always have an answer. Our internal team tended to do most of the troubleshooting. (Therefore, we didn't use Support too much.)

Overall: It does what you need a CRM to do- that's to keep your customers, prospects, and opportunities organized in one location. And it does it for a more reasonable price compared to the Salesforce standard.

Capterra loader

Great improvement over standard contact management software.

Feb 07, 2018
5/5
Overall

4 / 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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Extremely
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Pros: There is so much flexibility and customization possible, you are mostly limited by your ability to use them all. It has given our sales managers much better tools to manage their leads and accounts, and given management visibility to everything that is happening. It ensures that potential customers aren't left hanging and that the whole team knows the history of interactions. The ability to customize all of the modules and how they interact is great. There are so many features that we are barely using half of them, each month we discover something new that will help us.

Cons: It can be a bit confusing to the end users at first, the interface is less intuitive than it could be, especially with all of the different view options. Reports are also a little difficult to build properly.

Best bang for your buck

Aug 21, 2018
4/5
Overall

3 / 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: There are so many customizable options available with Zoho. You can really make the module work the way you want them to. You have to be careful with this, b/c sometime you can go to far and make the system too difficult to use by being too specific. But it's such a powerful tool when you tailor it to your business.

Cons: There is a learning curve to the user interface. It does not make a whole lot of sense at first, where things live and how to pull reports and how to customize fields and modules. But once you start to learn the system and understand the layout, it becomes more familiar.

Overall: This is the CRM we suggest to most of our small business clients. There's a lot of power, a lot you can customize, and a lot of programs that you can connect to Zoho CRM. It's definitely the best value for people looking for an alternative to SaleForce.

Zoho CRM Review

Nov 03, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Great Filter

Easy Search

Import options

Great support

Cons: Learning curve

Some features for premium only

Overall: So far I have been using the new CRM for the last 3 months or so and it has been a far improved experience as compared to their previous iteration of the CRM software.

Of the best improvements are the additional functionality especially with the new filter features and integration of email into the system, including notifications of opens, clicks etc.

There are still some features missing like the full email integration which at the moment is only available to premium customers but hopefully the full suite of services will be available to all in the future.

A great system and would recommend to all that want to improve their business processes in dealing with clients, campaigns, marketing and support.

Pro's:

-great filter

-easy search

-easy import

-great support

Con's:

-some features for premium only

-takes a bit of learning but support is there to make it easier.

Recommendations to other buyers: Would highly recomend

A great tool for a status report

Jul 03, 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: 9.0/10 Not
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Pros: CRM is broken down into many different categories. Each one combines your Accounts, Activities, Contacts, and many other features. These headers are also broken down in subcategories, which helps group all your important company information together. Its easy to manage everything if you're already using Zoho for your help desk or password system. Zoho is a nice package if you're just starting out with your CRM and you don't want to be confused by having a ton of features all in front of you.

Cons: If you plan on switching to another help desk, you'll probably switch your CRM along with it. Zoho combines all your basic needs into one package, but they come up a little short when competing on the market. Connectwise and Atera may come off as having more features that make sense versus having one CRM with only basic information. A lot of these other CRM will group everything together versus going to one particular spot all the time.

Capterra loader

Zoho CRM - A easy to use CRM for small and Mid scale companies

Oct 29, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: * Light on pocket for most small and mid scale companies when compared to other expensive CRM alternatives.

* Can customize the software as per the company needs. Adding custom fields, layouts is an easy task and can be done by an end user itself.

* Multichannel interactions - Customers can interact via Email, social media and other channels ; all of them will be collated together and can be seen in Zoho CRM

* Powerful developer tools and addons are available to enrich the capability of Zoho CRM

* Forecasting feature which can be helpful to forecast the future sales.

* Process automation can be performed easily via workflows.

* Card scanner feature to scan the business card and automatically create contacts/leads from it.

* Facebook style feeds which helps to glance through the team updates and wins.

Cons: * It takes a while to adjust to the UI since it has many options/features available.

* We might have to rely on other third party tool/add-on to send mass mailers (For notifications,newsletters etc) as the mail designer/mass mail feature is not powerful enough and lacks tracking of mails sent.

Best option for a small business

Sep 12, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: If you dont have in house team that develops your email accounts, this is the best option out there. My company is 200+ employees and this is what we use exclusively. It is easy to use and the visibility for all parties make it very simple and straight forward. The best features are the ability to manage your accounts, or clients, and have all information stored in central location so anyone who connects with those accounts is able to have full visibility.

Cons: Sometimes it crashes which is frustrating and software will be down for an hour or two, but seems to be pretty reliable overall

Overall: In a job where we send thousands of emails daily and keep in constant contact with accounts and clients, big and small, it is nice to have such a valuable interface that organizes it all into concise and useable info.

A lot of Features and A lot of Work but a whole suite

Jan 12, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: Zoho is a powerhouse. There are lots of features and functions. They want to become your single provider of business software. They do everything from CRM, Email, Project Management, Bookkeeping. Most importantly, a lot of the information is connected and useful across different "apps."

If you and your team are all committed to the program and stick with it, you'll see massive rewards. I've been using Hubspot for a side business and it works great as a CRM but ZOHO allows you to do so much more.

With ZOHO you can almost not leave the interface which aids in minimizing distractions.

There are still lots of apps though so if you have everything open you'll still mess yourself up.

Cons: It's amazing if you are committed to the system and the whole team gets on board and commits. There is a lot of software learning and picking up of functionality. If you and your team dont commit to setting up and customizing functionality to fit your needs, you'll only continue to get overwhelmed by all the features and not be able to get what you need from this software.

Zoho CRM

Oct 09, 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: Working with leads from qualifying an opportunity to closing a deal require effort, dedication and customer focus. The whole platform seems to be built exactly on that basis, built by expertise who know what it takes to close a deal.

I have difficulty to single out one aspect,; simply everything works in harmony and one process leads to another.

Cons: A desktop version would be nice, as online access is not always available. Not sure how collaboration with my colleagues would work though...

Overall: Everything we do is pipelines; from a personal budget to business marketing campaign. The CRM software inadvertently direct me in the right direction, in which clients are active, which has become dormant, in which sector should I focus on, which industries are active, etc.

The results shows in the Reports; simply brilliant.

Good to kickstart your business - better if not standalone

Mar 01, 2015
4/5
Overall

Comments: Zoho CRM is a good tool if you start your business. Fast and intuitive. It is also very flexible. the way fields and rules can be programmed makes it perfect to save countless hours of development. My conclusion is * Good for small businesses with little to no dev capacities * Good to start functionalities or a business but if you can plan on a combination Zoho/homemade * Pros: Fast, easy, flexible, cost efficient at small scale * Cons: 1) Not open enough at the data level. They want you to "zoho everything" and some of their tools are not very good. You are better off dong the standard things with Zoho and the custom things with your own application but data sync is not always good and gets expensive 2) Their customer service chat is full of nice people who have no real problem solving training. IF you have no developper: It might simply be your best option because you will go pretty far for a very reasonable cost If you have developpers, then starting with Zoho is a good option because you will figure out exactly what you want before you actually program it. I would recommend you build your own platform in parallel and very soon after you start. It's goal should be to make you the owner of your data and to "make up" for what zoho lacks. Making your platform and zoho work together will soon require that you get more users (because of the limit in data transactions imposed by zoho) that you get a zoho report accounts etc

Pros: * Good for small businesses with little to no dev capacities * Good to start functionalities or a business but if you can plan on a combination Zoho/homemade

Cons: 1) Not open enough at the data level. They want you to "zoho everything" and some of their tools are not very good. You are better off dong the standard things with Zoho and the custom things with your own application but data sync is not always good and gets expensive 2) Their customer service chat is full of nice people who have no real problem solving training.

Very Useful for Our Company!

Apr 10, 2018
5/5
Overall

4 / 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: Evaluating different alternatives for customer management, we decided to use Zoho CRM because it has many features that allow you to configure the platform to your needs. Everything is through integrations and modules that allow you to connect with special extensions. It also allows you to generate reports and dashboard for measuring, which is the only way you can improve.

And the best thing: Zoho One! you can access to another Zoho platforms with the same account.

Cons: The bad thing is that you require knowledge and programming skills when integrating and connecting with other existing platforms.

Overall: The best CRM online platform, it's the all-in-one tool for client management, specially because you can configure stages, registrees, automatization, and gives order to your sales team.

Zoho CRM - An excellent product designed and supported by an excellent company.

Nov 03, 2016
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: This software is very well designed, it contains all the needed functionalities by sales team and management for daily use. Zoho CRM Is not complex like what we see in other software. The best is that Zoho is improving it continually.

Cons: The look and feel of the last version Zoho CRM 2016 is different than the other Zoho products and that is not really nice. Also, when comparing the price with other CRM Like Salesforce or MS dynamics. The difference is huge and most of the time not justifiable

Overall: I am using Zoho CRM since one year now, and also other products from Zoho like Zoho Invoice and Zoho Mail. When it come to the product, it is great in terms of quality / price. When it come to the company, personally I love their philosophy in business - sometime I feel like I am dealing with a foundation not as they are giving all the time and don't ask for return. I don't know companies providing professional email hosting for 25 users for free forever - Zoho Corp do and do also for Zoho CRM.

Thanks.

Recommendations to other buyers: Just try it, and for sure you will love it.

Customer Communication

Oct 23, 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: I enjoy how immediate this software is. I used it all day, every day. Most basic customer service communication vessels won't send inquiries over as quickly because it goes through a third party software to weed out any spam. However, I can be on the phone with someone, provide them the email address for our Zoho account, and get the email whilst still being on the phone with them to easily go over their questions. I also enjoy that it keeps every correspondence tied together. For instanace if a customer emails us a year after their initial inquiry, we can see what has been done in the past or anything they asked prior to.

Cons: Sometimes we'll receive duplicates at different times if they click submit too many times. So paying attention to the correspondence is someone tedious but it helps make sure we aren't overlapping our responses between our employees.

Overall: Love it!

Capterra loader

Zoho CRM the best way to keep track,retain and satisfy your clients.

Jul 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love the fact that Zoho CRM allows mobility you can always keep track on your hand held device when you are out of your work station

I also love the fact that Zoho CRM is intractable with your google mail(Gmail) you don't have to create a new account you will retain yours

This now did it for me oho CRM allows you to access real time information with out delay and also links to all social media reaching and giving you insights that connect people on social media to your products

Cons: This is not a major but will help if Zoho CRM could allow some customization in the UI

Also the support could be better if I may say

Overall: Zoho CRM has increased productivity this is actually the best CRM i have interacted with in terms of generating Sales Leads.

Capterra loader

ZohoCRM is the best scalable CRM system you can choose

May 14, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: ZohoCRM is one of the CRM system I use most. The Zoho Corporation has a solution for any business needs: customer relationship management, invoicing, project management, inventory and so on. I was really amazed the first time I've used Zoho by its ease of use and powerful features provided. The Zapier integration enables you to automate lots of repetitive tasks and integrate Zoho with other apps and systems (even if you can manage almost anything directly in Zoho).

Cons: The first setup can be hard. Sometimes, effective tips to drive you in the first setup are missing. Providing a huge amount of tools and features, some operations could be simplified. For example, importing leads from an external lead generation sources requires you to create a Zoho Campaign, otherwise you won't be able to create new records. This is a great approach conceptually (leads belong to specific campaigns) but it is not so easy to understand and implement, at least at the first time. So I think they should simplify this process or, at least, provide an exhaustive documentation or a quick tip to suggest how to proceed.

Overall: Great management of several business operations and marketing activities at an affordable price. Zoho is one of the cheapest solutions I've ever used and they provide lots of features and tools even with the basic plans. It is a scalable solution that enables you to unlock "super-powers" only and when you are able to afford higher cost, alongside with your business growth.

Great Management and Tracking Software

Apr 17, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy tracking of projects and leads

Ability to link between multiple forms

Centralized software to house data

Cons: Increased costs for additional data storage

Could be more user friend for external users

Slow product/IT support when system goes down

Overall: I used Zoho CRM software for over two years on a daily cadence and had relatively little bugs and issues. We managed all incoming and outbound leads for our department and also integrated a qualification survey to vet potential vendors. External users typically were able to complete the survey within 5-10 minutes which saved our company over 40 hours a week of management level labor. The external facing application could have been more user friendly but overall it was a success. I would recommend this software for small/mid size teams to track projects and leads, as well as create visually appealing progress reports and summaries.

Best CRM for an Insurance Agency

Mar 01, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I've tired all kinds of CRM's and all of them were to expensive or even outdated. The insurance business as a whole is out dated with technology and by using ZOHO CRM we are able to assign prospecting territories, keep our agents from calling over each other when they are cold calling. Track qualified leads. Convert those qualified leads to opportunities and then into a customer = $$$. You really don't know the value of your pipeline until you track it and understand your industries averages. I realized how much money we were losing by not calling people back at the right time to reschedule appointments to close more deals. This is a great product for small growing agencies like mine. Most importantly, every time I add a new user or agent it only cost me $15 a month which I make my money back every month. So don't view this CRM as a liability when it is keeping track of your assets!

Pros: Everything I mentioned in my review.

Cons: It will take a minute to customize the CRM to your agency or companies workflow but when its set up it is awesome!

Recommendations to other buyers: I highly recommend it for the price, usability and overall quality.

Capterra loader

Our everytime tool in managing our customers

Nov 30, 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: 8.0/10 Not
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Pros: I like how this product does it simple in managing our business. we use this product in handling our clients grievances at anytime. This product is the best CRM in the market in terms of efficiency. we use in inventory and invoicing operations all the time in our daily business. It is a great product to the retailers who deal with different commodities , as it helps in keeping records allowing an easy follow up of the business progress. This product collaborates well with other product in the market for an effective performance of a particular business.

Cons: The developers should keep on updating the software to keep up with other competitors in the market.

Overall: The product has been helping us in managing our business operations since it was implemented in our company without challenges. it has improved the relation between our suppliers and clients as we are able to handle them in an order manner.

Capterra loader

Best budget CRM I've used

Sep 26, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Our organization uses Zoho CRM and has for many years. The CRM is designed intuitively, and all features are easy to find. I best like the search feature that can find the answer to any question you might have about a customer or contact in seconds, making customer service over the phone a breeze. The fields in an "account" are customizable, making this CRM useful for ANY industry with a bit of end-user customization.

Cons: Zoho is obviously not Salesforce, but you get what you pay for. It might not be jam-packed with features and infinitely customizable, but it will work great for any business up to 100 employees or so.

Overall: Awesome budget CRM that keeps our teams informed and business development teams working efficiently.

Best CRM with wide range of products and options

Aug 24, 2018
5/5
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: We've tried a few other CRM systems, and Zoho is by far the best and most liked by users. There are many options and flexibility in the system that make it easy to customize to our business needs.

Cons: Customer Service reps sometimes talk TOO FAST and assume we know everything they do. It can be frustrating and leaves me feeling I don't quite understand what they said. Some of the features we really need and want are in a version of the software that we can't afford as a small business. Most of the features discussed in the local user group meetings are from the more expensive CRM versions so they don't apply to us.

Overall: I'm glad we took a chance on Zoho when no one else had heard of them. Anything that keeps my users happy makes me happy.

Capterra loader

Amazing flexibility, super customizable CRM

May 09, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that you can literally create your own workflow. The automation rules and blueprints and the ability to create custom fields and design each page of the CRM to display what you need is just superb. I've explored a lot of CRMs in the last couple of years and have yet to find one as flexible as this. It's almost overwhelming with all you can do. Then add in the ability to do emails, integrate with almost any other tool, etc. and you have a CRM that can grow with you.

Cons: It's a little complex to set up everything if you don't know what you are doing. There are boatloads of features, and you don't have to use them all. But it would be nice to see the core features explained better through onboarding. Once you work with it for a bit there isn't a problem. But for those who don't want to customize their workflow, the defaults might seem daunting at first.

Overall: This software has become the very core of my business. Pretty much everything else I use integrates with Zoho CRM and runs through it. I couldn't be happier with my decision to choose it.

Zoho CRM has given me the power to harness client data without overspending money

Jan 30, 2018
4/5
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: I love how much this software platform gives you, even for the free based product. Even if your business doesn't conform to the normal business in a box model, you can quickly adapt Zoho CRM to serve your needs with even the free version. Upgrading to the paid version only expands your abilities, which happen as you grow and have more money to spend on things like this.

Cons: I wish that SOME of the features in the higher paid versions were available ala carte so that you didn't have to invest a lot of money to get something you need, including a lot of stuff you might not.

Overall: Fast and easy CRM without having to pay a lot of money, along with a system that grows with me in size and features as I grow and can afford to upgrade along with it.

ZohoCRM is my only method of storing the database of my accounts.

Jul 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It's free for a LOT of serious usage - you can't beat the price at all, and it's not like a crippled version either. It's reliable - their site has only been down for maintenance for brief moments ever. The functionality is very deep, from creating leads, contacts, accounts, integrates with email clients, and more.

Cons: There's not much to complain about here, but leads often go through funnels. For example, the lead is discovered, contacted, pitched once and then either sold or set to be pitched again later on, and so on. There is no way to show where leads are in their process besides typing out a description. This can makes things feel a little 'hacked' to get the functions you likely want.

Excellent back office, App is improving

Aug 29, 2016
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: ZOHO CRM is an excellent tool for small businesses who get access to the functionality that was previously only available to large companies with big budgets for CRM tools.

Pros: The pay per user model. The back office. The app has certainly improved lately. It used to have sync issues and wasn't easy to navigate but I have been using it again in the last 3 months as there have been some major imrpovements.

Cons: Most of the issues I originally had with the app have been cleared up. I haven't used other tools and am not able to compare products, but for a small company, ZOHO provides excellent reporting and enables business/sales mobility.

Recommendations to other buyers: Any company looking to use cloud functionality and upgrade to new technology should look into ZOHO as it is a very user friendly and customisable CRM tool.

Zoho CRM keeps track of everything in one place

Nov 06, 2018
5/5
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: I can see everything I need at a glance on a lead or contact page. All the details. I love that all my emails to and from the lead or contact are automatically saved in Zoho to that face page.

Cons: Not all the info from contact transfers automatically to the booking and quote page. Most of it does but some I have to double enter.

Overall: I have been using Zoho for over 5 years with one client and now a second client for 1 1/2 years. Customer service is so much improved in the last 2 years and they have been very helpful and professional.

I don't have to worry about losing information or emails. I can set reminders and tasks, track progress and create custom reports to give me what I need.

Overall it is the best software out there and the cost is very reasonable for small business owners.

Great, very customizable CRM for growing SMEs

Jul 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We are on the Enterprise plan (most expensive) and the customer support has helped us in many scenarios to customize our ZohoCRM to meet our specific needs. We are a startup financier and likely using ZohoCRM more so than a typical financier would but the beauty of ZohoCRM (on Enterprise plan) is the customizability especially when it comes to automation through its deluge programming language.

Cons: The deluge programming language that is specific to Zoho which is difficult to use and not as intuitive as other programming languages. If I need support, I need to ask Zoho and cannot use other resources like Google to search which increases my overall turnaround time to execute on any custom functions that I need.

Overall: Customizable features to meet our specific business needs

Decent reporting functionality although we augment with Zoho Reports, a more complete BI solution

Zoho CRM Review

Aug 15, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: The ease of converting a quote to a work order. The different statuses available in the work order. The email notifications sent when I change the owner on a work order. It also integrates with our PMS so when I receive the deposit on a work order, it enters the project into our PMS.

Cons: When setting up a work order, you have to enter a new product unless it's worded exactly as the previous product that has been used and has the same hourly rate.

Overall: The integration with our Project Management System is definitely a time saver. The ability to change the status in a work order helps everyone internally see where the project is, as far as progress. The work order can easily be sent to billing so there is no lapse in invoicing the client.

Sales Enablement Lead

Nov 19, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: its fixable and has many features that a sales person needs

Cons: some parts cant be changed like the product line. I also had issue in integrating different products of zoho with the CRM like books. you may wish to make a change in the CRM where the client is not converted into account unless he purchases; so the sales cycle will look lik: Lead > Potential on lead > Account & contact (only when the potential is closed won) > Sales order

Overall: In general its good. the support is helpful but sometimes they lack info. I had to fix stuff by reading a lot. the software has some features that are not clearly seen and you need to dig deeper to find them out. but it has a lot of useful features as blueprints, workflows, webhooks, specification on cell level...etc

Zoho CRM is a good system.

Nov 29, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: In our work, our team uses Zoho CRM to solve many business problems. Such as file sharing, contact storage, creating our customer base, scheduling meetings. Also to automate some workflows. I can safely recommend Zoho CRM, it is the best tool for working with clients, it is very flexible and can cope with any tasks, there is the ability to integrate with many services, and most importantly a good price for any business. Due to the extensive API there are all possibilities for integration with different systems and services.

Cons: Screens and layout look a bit dated compared to some of their competitors. It is also sometimes difficult to find where to make changes to the system (this is in the settings, accounts, etc.). I also don't like IMAP support for additional email accounts. You can only use POP.

Capterra loader

Zoho CRM is a great value

Nov 28, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like that it streamlines your e-mail, social media, client management, and lead management. It is relatively easy to use and they are always rolling out new features.

The ability to have multiple users on an account is very helpful as well.

Their reporting on open rates for e-mails is another excellent feature.

Cons: I feel that they could do a better job with their social media integration. The current integration options are a little confusing and there are other free options that are more user-friendly.

Overall: We have been using zoho for years and have been pleased with their capabilities. We can craft and send very professional e-mails and can test different headlines and track open rates.

Managing our Business is so Easy with Zoho CRM

Oct 29, 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 entire CRM is easy to manage, easy to customize, and easy to use. We have set-up the CRM to be specific to the way we do business. The integrations with other Zoho suite of products give us insights into our complete customer profiles. This is by far the best feature of Zoho. The support team is always helpful and prompt whenever an issue arises.

Cons: We honestly can't say there are limitations with Zoho CRM. Our only con is we haven't even used every feature yet, that's how much value is packed into Zoho CRM.

Overall: Monumental! The insights it provides with reporting, the tracking of Deals, and the management of Leads is so simple, and quite frankly fun to use. We love Zoho!

Capterra loader

Very useful tool to manage from a place the information of companies

Dec 06, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I think that Zoho Crm is a great software, I liked it a lot, I like it because it allows a diversity of information to be manipulated from a single place that involves the whole company, it is also quite easy to manage

It helps to verify all the information related to sales, sales orders, inventory information, budget really is very useful within any organization, helps everything to be stacked in one place and this is easier when generating general reports

Cons: Well, although this software is really good, I think it is a high cost program, I think there should be a way of more economic memberships to be able to determine little by little if it is really worth using it, many times seeing such high costs it's complicated for people to be motivated to new things

Overall: In my case I have a time using this software and really the experience has been good, I like it a lot, I think that in a certain way everything is easier for me or with this software

I think the results are good and in general I liked everything, a good experience and improving every day

360-Degree CRM

Oct 20, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: It is one of the cheapest CRM systems with highly integrative and functional modules out in the market today. It can be applied to most, if not all, businesses/companies for efficient marketing and sales monitoring.

Pros: Pros: As we have been persistently looking for an optimum system solution to manage and monitor the Bank's lending activities, Zoho CRM fully addressed all our needs from prospecting up to when the leads are being converted to opportunities. Their functional modules are very integrated such that there is no longer need for a separate Management Information System to prepare reports and status updates of all accounts/clients and employees. Zoho also offers an orderly set of interface making the whole software a very convenient and adoptable tool to efficiently monitor marketing and sales activities both internal and external. Plus, it is very very helpful to conduct an actual demo with Zoho Sales Administrators/Team. That is how we were able to look on the best of the system's functionality.

Cons: Zoho doesn't offer yet an on-premise type of software architecture. Its cloud-based platform may be risky most especially if sets of information being plugged into the system are highly confidential. Although security features are comprehensively presented with certification from authorizing bodies, the risk will always be there.

Capterra loader

zoho's the bomb!

Feb 09, 2018
5/5
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: I've used this for about 5 years and I really like it. The support team is awesome. I see new updates all the time. I seriously don't know why everyone doesn't use it. Clearly I'm a fan. When I hear people say "i use salesforce" i'm like, really, show me what's so special and they aren't able to show anything that's not in zoho so I think they are just believe the marketing msg from SF.

Cons: Well, I wish it was less money. I know I've already got a good deal but paying less is always better. I'm testing the crm + now and that's got some pretty awesome features like the predictive email sending. that's cool.

Overall: i sell more faster. i track deals better.

Capterra loader

Zoho CRM review

Dec 04, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This software is flexible and have a personalized range of actions and fields. It allows an individual to personalize with the use of macros for daily tasks. It offers a very attractive interface and it's easy to use.

The android app allows me to work from anywhere.It makes it easy to keep track of different aspects of sales and contacts.

Cons: It limits the number of custom fields when using the lower end version. Also some terms like feeds and leads can not be edited to suit your company's team's terms. But it is a wonderful too and is convenient.

Overall: With Zoo CRM you can do everything you want to do in one place an d publish instantly. It has allowed my company to keep track of leads which helps us keep the sales people from fighting about leads that have been registered. I would advice any new investor to start with the free version and upgrade later.

Good value, flexible product

Mar 05, 2015
4/5
Overall

4 / 5
Ease of Use

3.5 / 5
Features & Functionality

3 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: The best thing about it is its search capability. It is easy to find anything in the database - not just what's in formal fields, but even what's in notes. Not all CRMs do this. For example, HubSpot's CRM only searches the specific fields, so we don't like theirs. In general, Zoho is easy to use.

Cons: We have reached some of its limits. For example, it only allows a certain number of date-based fields on a record, so we've had to improvise with other types of fields to enter the additional dates we need to track. Also, there doesn't seem to be a way to sort the order of email template groups, which is inconvenient. Finally, customer support is not that great, but I suppose it's adequate considering the low price of the product.

Recommendations to other buyers: This software is geared toward sales and marketing, but we don't use it for that. Even though we use it for a purpose Zoho probably never imagined, it works quite well for us. So, if you're considering the software, you could think outside the box in terms of how to use it. Its low cost, coupled with ease of use and flexibility, should make it worthy of consideration for database use, even if you're not intending it for sales and marketing purposes.

FUNCIONALIDADE

Nov 04, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Pros: A funcionalidade de ver , dentro de pcs e celulares. Isto ajuda muito na hora de falar ou ver a ficha do meu cliente. Com isto as informações vao corretas e direcionado.

Cons: Que fosse integrado o CRM com o ZOHO BOOKS, onde eu lanço o nome da empresa e fique tudo cadastrado pois sempre tem que fazer cadastro em outras paginas.

Overall: Não tinha experiencia com CRM, atraves de um amigo comecei a fazer pesquisas e conversei com o pessoal do ZOHO, onde tive algumas dificuldades no inicio hoje trabalho com rapidez, e informaçoes sobre os meus clientes e aposto em coisas mas praticas para podermos executar dentro do CRM, com isto tenho informação no celular como nos P'cs, mas adoro as praticidade de desenvolvimento.

Recommendations to other buyers: Sua nova apresentação ficou muito show e a rapidez de acesso.

If you want to keep your sanity, then stay away from ZOHO

Jun 22, 2018
1/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money

Pros: The CRM is easy to use. Unlike other CRM products, with Zoho you don't have to be an expert to get started. The interface is clean and easy to use. It doesn't have all the insane features that other products have, but that is what sets Zoho apart because they are trying to keep it simple for small businesses.

Cons: There's too many issues with this product to even begin listing. The application is buggy. I started reporting bugs to their support department but they occupied too much of my time and would remote into my computer and repeat the same steps over and over again, expecting a different result. I gave up on reporting issues. They don't even care to fix them anyways. The support is extremely poor. I'd rather have them offer no support than the support they provide, as you'll get even more frustrated with their support than not even having support at all. We had an "Enterprise Account Manager" which wasn't very responsive. Any unresolved issues with the application he would just send back to the support department (the same support department you'd been previously fighting with for months on petty issues) and then nothing would end up getting done. Based on my conversations with the account manager, I can confidently say that nobody in the organization has any clue what's going on. Nobody in the company has any empowerment to do anything, everybody acts like pre-programmed robots. There is a horrible communication gap between departments, nobody is on the same page, everybody just passes the buck thinking somebody else will take care of the issue. You can tell there is a pretty bad work ethic and culture. You'll get the run around and end up getting exhausted and give up. You end up having a second job just trying to deal with Zoho. It's quite simple, STAY AWAY.

Overall: The benefits this software provides is nothing more than any other CRM available. Keep records of your accounts, logs of communication, track your sales pipeline, etc. etc.

You get what you pay for

Apr 09, 2018
3/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Comments: Unlike my other review, I only used Zoho as a user, not as an administrator. I can't comment on the customer service, as I never had contact with them. I'm aware of the pricing as I shopped them before choosing the CRM my team uses now. Basically, this is a great free database, accessible by multiple users. It is not a great pipeline tracker. It is not a great system for an efficient data entry process.

Pros: The best thing about Zoho is that it's free for up to a number of users. Great for a small business who doesn't have a budget for CRM yet and needs somewhere to store information and search it later. It can be simple to use. I always look for a system that you can enter a very minimal amount of information into in order to store a lead or prospect. Zoho is definitely capable of that. I have used this in conjunction with inside and outside sales teams together. It was simple enough for the inside team to look up an account that calls in to see if they've had contact with an outside rep, and vice versa. It's nice that it has a mobile app, though when I stopped using it it was still the least intuitive/useful app I had on my mobile devices.

Cons: I've used other CRMs, and I noticed that using both Zoho and another (Salesforce) it is very common to happen upon duplicate prospects in the system. It seems like the way an account is entered is not as intuitive in detecting that the account already exists. I've used others that will suggest any contact, address, phone number, name or business that already exist in the company's pipeline literally as you're typing them. With Zoho it's more like you look up each data field first on your own to be sure the account doesn't exist before entering it. That can be pretty tedious for an already tedious job like assisting our reps with data entry. The result is lost notes, because some are on one of the duplicates and some are on the other. I've seen this particular problem cause a lot of lost time and energy for outside reps in particular, who go out to an account not knowing the most up to date information about it. I also found the other tools to be less useful than in other CRMs. For instance, generating a report on your pipeline and what stage the accounts are in. Other CRMs in a similar price range are easily capable of telling a user how many prospects are in follow up or final stages of the sales process. While using Zoho, I actually tracked my pipeline on my own separately using a spreadsheet. It was easier and more intuitive than the CRM offered. Now, leading a team, I would not use this CRM and this would be a big reason why. I can't imagine trying to track the progress of our leads via a team using this CRM's tools.

WORST SUPPORT TEAM

Jul 14, 2017
1/5
Overall

1 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: Product is somewhat OK if you're starting with the CRM but they are slow in adapting to new technologies. They are still learning and is a good tool if you're a nut bolt retailer.

Cons: Their support team is a bunch of absolute pathetic people. Clueless nincompoops who have no training, empathy or understanding of how customer support works! When you call ANY support line for any cloud service, they first tell you their name, ask yours, and request details on the issue and provide you with a case reference. NOT WITH ZOHOCRM SUPPORT CLOWNS. They talk to you on the phone and DO NOT PROVIDE a support ticket number. Even if you ask them they fail to provide a support request number. Next, if you call them about the same issue, the same nincompoop would ask you for a ticket number which he previously didn't provide!!! As a result, you waste time, explaining them again and again repeating the same thing to a useless clown who couldn't care less about the customer's issue and has absolutely no empathy. Their work ethic and attitude are probably worse than those working in the oldest profession. Here's what their support reps should have done, but they NEVER do all this. All of this is Customer Support 101: a. Announce their name! When you ask the customer their user ID and name, why can't you introduce yourselves too?? By default? What's there to hide?? Why wait for the customer to ask? Even a domestic call center in India does this! b. Take a call back number to call back in case the call gets disconnected! c. If you can't call back drop a 1 line email with the case reference number so at least the customer has a chance to pick up from where he left off! WHAT A BUNCH OF LOSERS. A rather crude bunch with absolute zero respect for paying customers. They fail to realize that they're employed because of paying customers! I have posted an audio recording of their unprofessional attitude on a support call, on YouTube. Just look for it and have a listen yourself, so you know what can be expected. ZOHO MANAGEMENT - Get your support clowns to signup for free trials of other cloud bases SAAS products and raise support requests so they can experience and may learn how to provide customer support!!

Zoho CRM works great!

May 13, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The very helpful thing about Zoho CRM is that it automates vital sales tasks and it's excellent connectivity with many of google apps makes maximal use of social media too.It also features a dedicated conversational assistant Zia which can provide you your status in every form. From gantt charts to monthly revenue information all features are provided. It also features multi-user portals which turned out be very helpful for our team, encryption and predictive AI with Mobile SDK and app distribution on their most popular enterprise plan.

Cons: The price for a standard user is moderate but it doesn't features things like personal assistant for a standard plan. They require much more money for the services mentioned above. Despite the great features offered by Zoho CRM. Sometimes bugs can also occur in new features. We have pointed out a few improvements and the customer response time was good and they dealt with our problems efficiently

Great Pipeline

Oct 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: 9.0/10 Not
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Pros: Zoho is the main instrument from my experience that permits to make, through a basic calculation and conditions, the work process of a zone. Begin with a customer, potential customers and openings. From that point the stream keeps as indicated by what the organization has characterized. By and large, it is an exceptionally vigorous programming with regards to checking buys and deals and something extremely huge is that it enables us to connect and interface with interpersonal organizations, for example, Twitter and Facebook. This is essential since these days all organizations have these stages. informal organizations, extra record likewise with a versatile application that enables us to be associated with our activities outside the workplace.

Cons: Coordinating the CRM with other Zoho items can be confounded, and the reconciliation encounter isn't totally predictable yet. Plainly this is something that is being enhanced, yet a portion of the items are not at indistinguishable level of clean from Zoho CRM.No singular email following , which is about a large portion of 10 years old innovation utilized by CRMs

Capterra loader

An easy way to follow the interests / commitments of your clients

Aug 03, 2018
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: I was able to manage all my clients, their interests and follow them either to obtain a sale or to pay their debts.

It is very useful considering the cost that is very accessible.

Zoho is very easy to use and offers a very nice and attractive interface.

I personally use the android app that let me work anywhere.

Integrations are very useful: Mailchimp to send campaigns, social networks to respond to customers there.

Cons: Maybe we are not talking about the best option for people who are lovers of changes and updates, in fact they change very little and they do not integrate features in a constant way. For some people may be one of the best advantages but for others it may not be and it is certainly something you should consider before creating a Zoho Mail account.

Overall: It helped me get rid of tracking through emails, and to integrate other tools, such as mailchimp to generate marketing campaigns.

I can verify which sales projects are still standing and in what percentage so that all members are aware, and anyone can continue the sale.

Zoho is outstanding!

Nov 03, 2016
4/5
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: Ease of use. Connectivity to the different functions in the package. Reasonable cost. Flexibility in customization of the user interface.

Cons: A few things are hardcoded which reduces the flexibility.

Overall: As a long time Zoho user I have experienced its growth and improvement. My company uses Zoho daily to manage sales with the CRM, marketing with email campaigns, and website communication with Sales IQ. The support staff has been extremely responsive and taken suggestions for the improvement of user experience. I am very happy with Zoho and heartily recommend it!

Recommendations to other buyers: I find Zoho to be a responsive company that continues to improve based upon customer feedback. I appreciate feeling as if I am listened to and have seen changes in the product based upon what I, and others, have suggested.

Capterra loader

Love this CRM. It's the best investment for a B2B sales team.

Dec 29, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's extremely intuitive to use once you get the basics right. Ample customization possible to suit your business. They have a great app, which means I can get a lot of work done on the move. I also use Zoho books, social and other products and all of them integrate very well with each other.

Cons: Some of their customer support staff who come on chat don't know enough about the product. The roles and user management is complex. I still haven't figured that out. And the integration between multiple Zoho tools can do with some improvements.

Overall: It's the only way to keep a tab on all our clients and potentials. I can't imagine scaling up my sales team without Zoho CRM.

Best in class for price!

Aug 14, 2017
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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Comments: Company is very aggressive from a development standpoint, so new features are introduced regularly (Enterprise version). While we view this, in the long-run, as a huge positive, it does sometimes have its down-side when new training is required for changed features. Customer service is consistently way above expectations. ZohoCares is not just a hashtag line, they really do care about their customers and their productivity!

Pros: Very pleasing user interface. Product is intuitive. Excellent mobile application. Very good application for both marketing and sales reps.

Cons: While product is easily customizable, special functions are not as easy as portrayed. Additional tutorials would be helpful. Can sometimes have server "lag-time".

Capterra loader

Great product at a great value

Nov 05, 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: I find the software to be easy to use. The greatest thing is the ability to access it via your mobile device very easily. That is one of the biggest reasons we decided to start using Zoho.

Cons: Sometimes I do have a hard time figuring out how to customize something - but eventually I do get the information from the forums and user manuals.

Overall: We have been using Zoho for 3 years now. As Zoho has added functionality we have taken advantage of it and have greatly improved the world in which our sales people need to function. They now have access to account information in the field and are able to order their ads in the field which means they have more time to sell and drive revenue.

Capterra loader

Good CRM for the money

Aug 27, 2018
3/5
Overall

3 / 5
Ease of Use

1 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: It's easy to get started with Zoho. The process they take you through is simple and it gets you to a point where using a CRM for the first time is easy and not overwhelming to grasp how it all works.

Cons: Zoho is powerful, don't get me wrong, but it like most other CRM's is loaded with features and in their case seems to be too much. I get they are trying to sell other products that connect with Zoho, but there are areas of the base CRM that could be improved. Over the past few years I have seen many CRMS add additional features to accommodate user needs. One of the biggest is Email Marketing. So what I've seen is many CRM's have the ability to send out email to your contacts, either one off or in bulk email campaigns. They started to add this functionality but have kept it very basic and very limited. They seem to be missing key part that can determine if using this feature will actually work as intended by the user. For example, the CRM will let you choose a predefined template for email or let you create one. They will let you send that email to your contacts. (Some have limits on how many contacts you can have in your CRM). The user sends out the email and may or may not have any reporting on how the campaign did. The user does not know if the template they used works good on all types of email clients, ie. Gmail, Outlook etc. The user does not know if their email went into their contacts junk mail because the email was seen as spam or the template used had security or design issues. For this issue, we think its best that CRM's stay away from email marketing or partner up with a professional email marketing software application that knows what their doing.

Overall: None really, we shopped around and chose Zoho because of the cost. We were able to use the CRM to accommodate our needs for a CRM when we needed to start using one.

Capterra loader

a good tool for running a business

Dec 09, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is a good tool in managing all your customer's contacts and maintaining a good relationship with them. It helps our company in organizing our emails and replying to our customers instantly through zoho sales inbox. It has great features like telephony that allows the administrator to communicate with our clients all over the country inside zoho CRM. It is a great product in managing a large company in a single computer.

Cons: The support team sometimes can embarrass you. I had an issue about functionalities of various features where the support team was not there for me when i needed them most. They delayed their response for too long.

Overall: It is a great product in functionalities and easy of use. it helps our company in tracking sales and the current stock in the stores.

Capterra loader

Enterprise-level functionality at a small business price

Jul 10, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Zoho CRM is an enterprise-level CRM solution with a full suite of functionality. It can do far, far more than other CRMs in its price range, and the API is wide open so we can add even more functionality as needed.

Cons: The support for Zoho CRM is based in India, as is the entire company, so support is difficult to get and not always easy to understand nor accurate. Like other products in the Zoho suite, CRM has some features that don't work as expected, or that have odd limits (API calls per day limited to x number per user license, for example).

Overall: Enterprise-level functionality at an affordable, small-business price.

Capterra loader

One stop solution for your all business and CRM related needs

Nov 28, 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: Everything. Especially user-friendly interface, step by step integration instructions, and all the available features keeping in mind smallest customer to largest customer base. I have been using it and it has been fascinating to see how easy it is to setup and get going to give your company a professional touch.

Cons: Haven't discover any as there are all the possible solutions available within Zoho's range of products and its possibility to integrate with each other. Do not need to go anywhere else.

Overall: Social connect, Email integrations, Mass emailing, Voice calling within the Zoho CRM and its recording to improve the marketing process, Easy process of creating email templates, integration of various Zoho products such as Zoho SalesIQ, and Zoho Social these all are functioning seamlessly without any sort of hurdles.

Most advanced CRM in the market

Oct 07, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The best thing using Zoho CRM is the ease of use, With this much of most advanced features, Zoho CRM is the best CRM for all the sales and market needs, The CRM automatically corrects the columns of an excel sheet while uploading contacts to match the format. The inbuild lead builder feature is just a time saver. It pops up recommendations on what to do next to add a deal and automatically detects our auto responses and save for later.

Cons: There main problem is the lack of good customer support. They say there are available 24x7, but I had to wait on hold for 30 minutes last month.

Very flexible, meets all of our needs

Oct 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We are able to customize it in so many ways; we create custom work flows, reports and tasks for almost every aspect of our construction business.

Cons: Every now and then, when we make significant changes to work flow, we'll get retro active updates that we don't really want. All in all, a pretty minor inconvenience that we are able to work around.

Overall: We use Zoho CRM not only as a sales tool but for project management and accounting and finance work flow task management. We are able to streamline our sales opportunities from start to finish. Right through the entire project and ultimately through customer invoicing without missing any steps thanks to Zoho.

Easy to set up crm with a ton of features

Nov 17, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: Zoho is fast and easy to set up and once you do it is an extremely effective tools to track current customers as well as potential customers. Easy to use interface will having you organizing your customers with ease. A lot of integrations come with this as well; MailChimp, social media and so much more.

Cons: Free and lower price point versions can prove to be a bit limited but for the low price that you pay for higher tiers that is a problem that is easily resolved. Not a lot to complain about here, very robust.

Overall: Zoho is very good at keeping your lead pipeline organized and prioritized.

Excellent to organize your company

Mar 31, 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: This was the first program I used from Zoho and from there I used almost all of them. It is important to have this mainly to integrate the other services and thus have a complete organization of everything that your clients or your collaborators do. I love that the support staff, many times consider the good ideas you have to improve. Zoho CRM gives me detail of everything (contacts, emails, tasks, events, invoices, quotes, etc.) and well outlined.

Cons: Initially it was visually a bit poor but this has improved a lot and they constantly keep updating and improving.

Good CRM value and functionality for small businesses

Sep 06, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: ZoHo is a useful contact manager which a great search tool. You can quickly find the accounts and contacts you're looking for. You can also quickly assess next steps engaging prospects or serving existing clients. The product is easy to use and inexpensive, which makes it great for small businesses.

Cons: Importing information from Excel was not foolproof. Both the Excel file layout and the field structure of the ZoHo accounts must be nearly identical for a seamless transfer. To be fair, this is a common data exchange problem however, ZoHo can improve in this area.

The Introduction of Zoho One makes choosing a CRM simple - with 35+ Apps it leads the CRM Market!

Oct 28, 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: Zoho is just fun to use. Everyone that comes into contact with it enjoys it. As you use it more, you really start to appreciate that it is the most stunning CRM on the market. For all our leads and customers we can now see all their interactions to our company including all their emails, quotes, invoices, deals, pictures of their business cards, their facebook feed, their twitter feed, their visits to our website including times on the site and pages visited. It really shows you all customer interactions - and this makes it the best CRM on the market.

Cons: Their customer service is getting better by the day. With over 5000 employees they have the resources to answer all questions - however complicated.

A CRM with flexibility that integrates with your other software

Nov 05, 2018
4/5
Overall

4 / 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: I run my business from my home over the phone. Zoho's integration with my email and my VOIP makes their software simply irreplaceable to me.

Cons: There are a few insignificant issues that nag me. I would like them to have a means to make suggestions for improvement and a way to track the types of improvements they are making so that I could see if my concerns were being addressed.

Overall: This software is easy to use and you can tailor it to your specific needs.

Their support is superb.

It is priced right.

I have used several other CRM products over the past 15 years and nothing has met my needs as effectively as Zoho.

Zoho is fantastic

Nov 03, 2016
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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Comments: We use Zoho for marketing, sales, and all our contact management. It's easy to use, and the new 2016 update is wonderful. I really appreciate the ability to customize everything I want and need, from the fields and look to the workflow for each contact.

Pros: customization, automation, integration with other apps

Cons: in my onboarding, I found there were too many options to figure out how to implement. this is the case for any CRM, however, and I appreciated the many choices for configuration. they just took some time to figure out.

Recommendations to other buyers: absolutely jump in! be sure to take advantage of their service. they have helped write special functions that I could not on my own, and at no separate cost.

Easy to learn. Easy to use.

Jun 20, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is great having Zoho CRM, Zoho Desk for Tickets and Zoho Projects. I am an administrator for projects. Having consistency with one company helps.

Cons: 1. Doing reports can be cumbersome. It can take several tries before you are able to capture all necessary fields as well as to have the date range correct.

2. When going from Leads to Potentials to Accounts does not populate all the information from the previous record. This includes contact information. Having to enter the info for each is time consuming.

3. Recently have had issues with the account information not populating into Zoho Desks. I check the CRM and the contact person is listed in the account. However the account information does not always populate.

Capterra loader

An easy software to store your customer contact, ticket, projects, and lead information.

Mar 07, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the ability to customize the layouts and how each section of the CRM functions. We use most of what we purchase and love it. The love part is the ability to see everything on the accounts page. Desk tickets, Projects, future Leads, etc. Zoho in general is definitely making a name and need to keep up the good work.

Cons: Just their support team is my only con. Their responses times to situations the require immediate attention (this has only happen twice to me btw) take way too long. Once they get that under control, I think my con will become a pro.

Cost effective CRM

Aug 14, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Customizable and affordable solution that is easy to build out and configure.

Cons: It is restrictive and clunky at times with additional functions like invoices being added cost and while integrated with CRM data not as intuitive as it should be. Setting up the CRM we were left to our devices which was not great at all - we would have preferred more support from Zoho or directing to an accredited partner.

Overall: It's okay, support has improved recently but there are better solutions on the market which are making us review not just other solutions, but what we need as a business that has evolved since we selected zoho.

Love Zoho!

Nov 03, 2016
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: Ease of use, email templates, ticklers, badges

Cons: Email formatting can get messed up with some characters being larger than others when you add words to a template email.

Overall: Zoho is user-friendly and very cost effective. You will see ROI within the first few weeks once you commit to using it's features daily to manage relationships. I am a new marketing professional who brought this product into my company. Before my time, they were using excel sheets to manage calls. With the help of Zoho, I've been able to truly foster my relationships by clearly seeing the relationship timeline and setting reminders for our next conversation. You can also see who opens your emails, and the response rate for each email template your create. Pretty cool stuff! And any difficulties you have, customer service is here to help. The guides are also great to get you started.

Recommendations to other buyers: Use it daily and login more than once a day.

Very good software, but a few extensions are needed

Nov 09, 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: 9.0/10 Not
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Pros: * Flexibility, Google email integration, make your own modules (N:M) relation, broadness of the modules and apps

Cons: * connection between quotes and products is pretty weak

* export of data/API is weak. Export of notes is horrible

* reporting is weak. I can't answser questions like: for which accounts (including all connected modules has the account owner not put notes in the system

* Not weak, but just a request, I would like to show information from module A in module B if they are linked. e.g. show the city of the account in the potentials module

Overall: Very good

Powerful CRM at great price

May 16, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I wish they had a better "best practices" blueprint on how to use their suite.

Pros: Their paid editions are very nice. The sales notifications have increased our closure rate and the email tie in works well. Price is very good and nice tie in with the rest of their suite.

Cons: It's complicated, but so if life. They set up information is lacking and can create problems if you don't do in proper sequence, which they don't really talk about. The push free trials for pro editions, but some of the features are still unavailable. Training video are weak, not detailed.