Zoho CRM Reviews

Summary: The overall ability of Zoho CRM to manage leads and relations is fantastic. We liked its streamline structure to perform CRM activities. The experience with this platform was great.

Positive: Zoho CRM brings the best sales lead management CRM, which allows my sales and marketing team to easily approach potential customers. The functions it provides are perfect for our needs. The UX is simple and appealing.

Negative: We are using this solution for a long time. Never encounters major cons.

Summary: Zoho allows me to get clients and manage them effectively in one intuitive UI interface and platform.

Positive: I have tons of clients and this software lets me manage them effectively, while being as productive as possible.

Negative: Not many cons are here, other than having some competitors.

Summary: Incredible CRM! With this solution, you can build a healthy relationship with customers. Zoho CRM provides vital information about customers which helps to boost customer relationships. We highly recommend Zoho CRM software.

Positive: Zoho CRM is an incredible tool for small and mid business. You can easily analyze and interact with existing customers. It helps in targeting specific users and their needs. The lead capture and campaign management work as expected.

Negative: I need little improvement in its customer data page for proper analysis.

Summary: I am very happy overall with how smoothly our implementation went. I would recommend people looking into this to start out with the free version to get a feel for the features and user interface.

Positive: The Zoho team gave us good insights in their welcome/training session. My biggest concern was implementing it might be a difficult task but it turned out to be rather simple. Importing our leads into it was a breeze. We were able to set up our team and workflows very smoothly as well. There is also a lot of training material that is available on their help page.

Negative: Not a fan of their mobile app. On my phone it frequently closes or crashes for no reason. Also the support is not available over the weekend.

Summary: It is a powerful tool in analyzing data and improving customer relationship management with its wide variety of features.

Positive: The application is very useful in maximizing employees productivity and boosting customer relationship management.

Negative: Not as user friendly as other applications, but very helpful once you get the hang of it.

Summary: If you searching for reliable and simple CRM then the Zoho CRM is the best option to select. It gives everything from Contact management to sales. It enables the great option to business to attract and make your loyal customer.

Positive: It provides every aspect of Customer Relationship Management to drive customer engagement.
The user interface is excellent.
Zoho CRM helps to make an easy connection with customers.
Wonderful insights and reports.

Negative: No cons in my experience. I will update if I face any.

Summary: We selected Zoho CRM because it provides us with an incredible cost-effective CRM service to implement in our company. It's the best and easy to use CRM interface. It increases our sales.

Positive: We are enjoying its features, the most useful for us is lead management. It provides a user-friendly communication interface to interact with clients and sellers. The reports are just perfect to analyze.

Negative: We never encountered any problem with this platform.

Summary: Cost effective and reliable with customer support.
Effective with improving business process.
The customer support is good.

Positive: Great and easy to customize.
Reliable for improving business process.
Intuitive user interface.
Integration with Outlook is very convenient

Negative: For now i have no any complaint for it's very user-friendly and cost effective.

Summary: Great customer support and easy to track the leads.
Nice and reliable with customizations.
Reliable with improving the sales.

Positive: Easy to improve sales through tracking the leads.
Great customer support.
It's very easy to customize.

Negative: Great software which helps to improve the sales and nice customer support.

Summary: Great customer support with Zoho CRM.

Robust with tracking leads and opportunities.

More reliable with email marketing.

Positive: Easy to track the leads and opportunities.

Effective software with email marketing.

Integration is more effective.

Negative: Reliable software with tracking leads and opportunities.

Summary: Zoho CRM is a very handy tool for businesses to run efficiently. It offers the best platform for sales and marketing. It shows visualized data to understand and helps to takes the best step for business development.

Positive: Zoho CRM app is available for multi-platform, gives you easy access. It offers great visualized sales metrics data. It gives you the power to connect and access customer's emails and other data.

Negative: Zoho CRM offers the best CRM and marketing platform.

Summary: The automation feature contributes to a more streamlined & efficient workflow, While there are considerations such as learning curve for advanced features. It still contributes to an overall great experience.

Positive: The Platform's automation features, including workflow rules & macros contributes to increase operational efficiency. Its affordability especially for small to medium sized business adds significant value.

Negative: The learning curve for mastering advanced features may be steep for new users to CRM systems. Some users may also find reporting features less intuitive compared to other CRM systems.

Summary: As a user for 2+ years, My overall experience with Zoho CRM has been positive, Appreciating its role in optimizing customer interactions.

Positive: It stands out to be a great solution for customer relationship management. The platform offers amazing features like intuitive contact list & lead management, empowering businesses to efficiently organize & track interactions with our clients.

Negative: As our business have some complex processes the initial setup & configuration has been a bit intricate. Also for using the advanced features we have to organize a internal trainings.

Summary: Zoho CRM has allowed me to connect different departments that I have within my company, this goes from human resources, marketing, sales and finance in a single place. This has established a more practical and clear connection between departments to share information with each other. On the other hand, I have been able to generate personalized invoices for clients, which meet the needs that said client requires, likewise, thanks to the integration with the different departments of my company, I have been able to improve the proposals that are presented to my clients, having and providing information. quantitative and qualitative to drive profitability for both the client and my company. I have also been able to improve the response time to customer service through the different channels that my company currently has available, giving more follow-up to my client and providing support when it comes to showing the real impact that it will have when hiring the services of my business.

Positive: + The customization at the user level is very complete, it is not necessary to have administrative permissions to be able to adapt the workstation of this platform and adapt it according to each department or need that is had at that moment. I found it very impressive that it could be adapted without going through so much process when it came to needing or not needing a major feature or integration for development within Zono CRM. There are certain things that are a bit limiting, but in general everything works very well both at the administrative level and at the user level.

+ It is very easy to be able to generate support tickets for both clients and employees for my company, for me it is important to have resolutions on both sides and that everything is as bilateral as possible to be able to promote my business as best as possible without having problems with my clients or with the employees of my company. With this feature I can have a follow-up on any problem or doubt that arises inside and outside the company, by this I mean with clients and potential clients, thus being able to have a better relationship with each person who requires a service from my company. .

+ It is very easy to be able to integrate multiple Zoho CRM platforms, for me it is very important to have a centralized chat like Slack so as not to have to lose the thread of the conversation of each project or task that is handled within my company, in addition to the contacts of the clients is easy to import and thus have a single way where you can have internal conversations. Likewise, I have been able to integrate it with Airtable for project management without having to pass everything manually from a project and even less when it is in process. With this, it gave me the freedom that my clients were closer to each project by being able to keep clear the goals met in each section of each project involved.

+ The customer service is very complete and friendly, it has given me several solutions to my problems when I needed to integrate certain applications or optimize certain work. I am very grateful that there is a direct contact with this platform and that it provides solutions to empower my company without having obstacles in the way. I hope that you can implement more solutions on your website to make it easier to understand or manage this platform.

Negative: - The mobile application is a disaster since it is not as integrated as the web version or the desktop version. The iOS app is more stable however it lacks features, but the Android version is the most unstable and incomplete I've ever used, there are features that aren't available and the ones that are sometimes just don't work causing me to switch to the desktop version to be able to carry out a more complete CRM follow-up since I don't like the instability it has in Android. This is not annoying for me but for several workers in my company who have this version as well, so I would like you to optimize the application and add all the Zoho CRM features both on Android and iOS.

- You have to look around the interface a lot since it is not well designed for me, plus all the functions are scattered everywhere, this causes confusion when locating a specific function. This requires that you have to get used to where each function is located to be able to work within this platform properly without any problem. I would prefer a complete update of the interface since it has been the same face of Zoho CRM for a long time, I feel it is very outdated or archaic and very difficult to get used to, making this a long-term solution since you have to keep in mind that not all are familiar with this platform.

- Prices should be more flexible with small businesses and the medium market, since it seems that this platform is focused on enterprises due to the cost per user. The cost of having high prices is that small businesses look for better alternatives to Zoho CRM since it is very expensive at the beginning when there is no definitive solution with this platform and more when it is difficult to adapt to the features and tools it offers. It would also be good to include business solutions to be able to use this platform as small courses on how to start any business with Zoho CRM.

- There is a complication regarding the fields that are added to the clients, by this I mean that there are fields that are added by default and that cannot be deleted, this causes a bit of problems when adding similar but different fields features. They should be more permissible with this theme because despite the fact that this platform is very customizable, it is also limiting in certain aspects that hinder daily work and that makes it not so "customizable".

Summary: Zoho CRM has been a key software to generate a correct sales process in metro company, thanks to this platform we have been able to register all the sales agents available in our company, so that they can attend each of the requests of new clients that enter or who are interested in our services, in addition, thanks to this platform I have been able to build a correct workflow, which is capable of carrying out automated processes depending on the interaction with the client or the negotiation that is being prepared. I have really enjoyed the experience offered by this platform, it has allowed me to modify the general design of the main panel, this has helped me a lot to feel comfortable when it comes to managing each of the negotiations with potential clients, in addition, it has allowed me to control the finances of my company, control when you enter my company through the management of potential clients, generate detailed and personalized reports, and it has also allowed me to retain clients, I have loved the telephone service very much, which allows me to communicate directly with each one of the clients, the platform is really very complete, and it has helped me a lot to enhance the attention to potential clients in this real estate company.

Positive: One of the main features that I liked about this CRM platform is that it has a system to integrate a telephone service, that integration has helped me a lot since I was able to integrate a telephone service to be able to communicate directly with the contact address of each of my potential clients, that telephone service helps me a lot to communicate directly with each of the clients thanks to the telephone number that they put in their contact information, this allowed me to use an online service to call them directly. Another of the features that I like about this platform is that it has the Cambas service integrated, since this service allows me to completely design my CRM platform, it allows me to improve the design of each contact box for each potential client, in addition, it allows me to It allows me to modify the general design of this CRM platform, I have really loved this function, since it allows me to completely remodel the design that I have within my main CRM panel, I can organize it, modify the text font or modify the colors to my taste. In addition, I have loved that this platform allows me to monitor in real time the progress or negotiation of each of the deals or negotiations that are being carried out with a potential client, I can see the progress of each negotiation, in addition, this platform that allows apply discounts to every deal I'm doing and allows me to transfer a lead to an agent that's available on my sales agent panel.

Negative: The first negative thing I've noticed about this platform is how complicated it is to get started, since you have to set up all sorts of workflows to get the corresponding Automations during the negotiation process and during the sales process, the sales process. Configuration for each workflow can be a bit complicated for new Suarez, therefore, I totally recommend that this platform be used by a trained team to generate very complete workflows. In addition, it is also a bit complicated to generate detailed reports and record each sales agent, so I think this platform has to be used by a very experienced team. The second negative thing about this platform is that it has a bad integration with social networks, this means that we cannot find many potential customers who do not yet know our brand or our services, I think that the integration with social networks should be improved to find new candidates who are interested in our services in real time.