Zoho CRM Reviews

Summary: Zoho CRM is the tool we needed to do a much cleaner and more solid commercial management, we managed to capture the attention of potential customers, get better leads and obtain a large database with which to carry out marketing campaigns, which cover much more space within of real customers who need our product. Doing a follow-up of the work management visualizing every minimum aspect and detail, allowed us to have much more control over what we were doing, how the work team was developing its potential and how the efforts bear fruit by visualizing the satisfaction of each one of our customers. Regarding this, a good CRM service has shown surprising results, we pay more attention to what our clients need, showing that listening to what they want to receive, the disagreements they have and solving their current problems is undoubtedly the best solution to any exchange with our clients, this allows us to focus more on what is truly important for our general public. Likewise, it is important to highlight that our ROI has increased exponentially, it has been at slow but truly sure steps, where each minimum step in the advance has been duly premeditated and studied, operationalizing each variable and taking our commercial study to our marketing campaigns and get better sales.

Positive: Zoho CRM is all in one, it is a great system with multiple functions, each of them has been representative for our work, starting with:

1. The CRM tool, which is its main function, allows us to be more precise in the treatment we have with each of our clients, allows us to offer greater customer service, improve the quality of the service we offer thanks to the fact that we serve in a much more attentive to what everyone needs.

2. The use of different collaboration tools keeps the sales and marketing team in constant exchange of information and commercial management, which is an important sum to achieve better sales globally thanks to the constant monitoring of ROI.

3. Through the marketing automation system, it allows us to further enhance commercial campaigns and capture potential customers, together with the construction of efficient databases, with good distribution.

4. Zoho also counts perfectly as a leadership tool, where communication and distribution of work is possible, qualification of leads necessary to boost our sales, as well as the management of campaigns, surveys and tasks. The possibilities of exercising good labor administration and study of each element are really wide in order not to miss any detail and always be aware of how labor integrations, brand exposure and service expansion are being carried out to obtain better sales.

5. It has great customer support, it's quite a dense tool with millions of features and sometimes it's hard to figure out how to make something work, customer support is always bold and attentive to help us solve different problems.

6. We find ourselves with a fairly dense and complex tool, but even so, it provides flexibility in its use, it provides immediate access through the cell phone and real-time notifications, which is excellent, and it quickly attends to any circumstance that arises.

Negative: It presents a fairly high learning curve, even with all the recommended documentation it is not possible to achieve from the beginning the proper way to make each of the tools work, fortunately we have customer support that is always attentive to solve any problem, however, it is a bit complicated to manage each of the tools properly. In this way, its interface is quite dense and complicated to handle, but even so, I get that it is comfortable and quite complete, highly customizable and without a doubt Zoho did not miss a thing when placing each essential tool on the platform. . According to my perspective, the communication system needs greater solidity in its platform, it presents a little delay when receiving messages and calls from our clients. I would like it if the customization of forms and reports could be extended, something more interactive so that the work is better presented and with a greater range of customization. I think that it would be a much more powerful CRM if it had better integrations that allow us to track the path of our clients on the website, which would be quite useful to know what they recognize first, what their priorities are and what are the real disadvantages of the website. It would be a great CRM weapon. We have been using other Zoho products, which undoubtedly represents great value, but we present failures when managing this, because the synchronization is not entirely effective and many times information that we register in one of its products, it is not read properly in another to which we synchronize and ends up being a total waste of time, effort and work, ruining meetings, storage in databases or the general flow of commercial management, it is a problem that undoubtedly needs immediate solutions.

Summary: If you are already using Zoho then go for it, but not a user friendly out of the box solution for a CRM.

Positive: You can customize the solution to your needs, but you need a dev or tech team to help you out. If you are using other Zoho products this will work well with them.

Negative: This will take some development work to use, and the customer support is lacking.

Summary: Overall this service is not sufficient for my purposes, but is likely useful for those selling products.

Positive: Software was free which was a pro, however the free plan had quite a fair number of limitations which decreased its effectiveness.

Negative: The design of the software wasn’t ideal for CPA Firms or any service firm for that matter.

Summary: For the price, ease of use and flexibility I would give it a shot. However if you are the type of person who needs a helping hand you probably better of choosing another platform.

Positive: Ease of use. The platform offers different avenues for doing the same thing, some are for basic users, some for people with higher demands.

Negative: If you need assistance from customer service you better be seated. It takes a while to get responses, if you get responses. Apparently this is on other reviews too.

Summary: Zoho CRM is a good software with amazing ease-of-use for a company and training new hires. I personally just dislike the UI and wish it looked different, the UI is the main reason I no longer use Zoho CRM.

Positive: I love the ease-of-use when communicating with customers and retailers through email. I also love the information on each customer and/or retailer this goes along with ease-of-use when reviewing accounts and past contacts. Support was great, easy to contact and easy to get a solution!

Negative: I hate the UI. I just don't like this software's look. It is only a personal preference and think that this software could look a lot better.

Summary: I wanted to love Zoho CRM but I kept wanting a bit more features they didn't have. The reporting is nice, but found it difficult to create custom reports.

Positive: - Price
- Integrations through Zaps
- Other useful tools like surveys
- Easy to use
- Simple UI that seemed clean

Negative: - During free trial phase sales kept calling my personal phone.
- It left something to be desired, it did 80% of what we needed.

Summary: Overall I was pleased with the CRM, we used it for just over a year and it served our small business needs. I wished that it was an easier onboarding but once we learned the program it worked.

Positive: Low price-point, lots of integrations and good for basic systems needed from a CRM for small business.

Negative: The reporting can be confusing with creating custom reports and I found that is wasn't the smoothest user experience to set everything up.

Summary: When it pertains to crm’s it always comes down to the user and the nature of their business, for me it wasn’t my fav but I’m sure it’s great for others.

Positive: As a realtor, it has all the features one would want to help make their business seem less and easy to run.

Negative: It wasn’t my top choice to use, it really didn’t compare much to some of the other CRM options they I’ve had.

Summary: Zoho CRM offers a HUGE selection of management tools that work for all business sizes. From customer support to inventory management, Zoho is a simple software with easy navigation and includes features that help with everyday business needs. It's not as well-known as its competitors, so contacting Customer Service can be challenging at times. It still has its complications, so the usual bugs and glitches are expected. However, fixing it shouldn't be too big of a hassle.

Positive: Zoho CRM is an all-in-one CRM suite that offers seamless integration within its system. The software allows users to access a variety of productivity tools for any size business. The free version provides users with more features than most all competitors.

Negative: The interface options can feel daunting and a bit overwhelming at first. The customer service team is wonderful but can be difficult to reach during peak hours. The 14-day trial wasn't enough time to try out all of the features.

Summary: Overall the idea is great and it is helpful to be able to edit and modify existing documents on Google.

Positive: I like that Zoho can be found and used on google docs and I can edit files and make corrections. I also like that it can be used independently but I can sign in with my google account or LinkedIn.

Negative: What I didn't like was that its not very user friendly and sometimes I am unable to open documents if I log on from Google Docs.

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.

Summary: Zoho CRM has been a high value platform for us, mainly because there are times when real estate companies are very important that we can manage each of the property negotiations for other clients, so that those clients do not activate me to buy another property elsewhere, this platform It allows us to capture those clients, offer them various discounts, offer better rates compared to the value of the property and much more. I was really satisfied with the results obtained by this platform, we currently use many Zoho services to be able to expand the effectiveness of our company, it is important to highlight that this CRM system has had compatibility and integration with all the Zoho services that we use in our company. This platform really allows us to keep a database corresponding to each of the clients who agree to negotiate with us, it allows us to record all my contact information so that we never lose track of the Client, it allows us to manage the sale process, It allows us to manage the review process, so that these sales agents can approve a deal after having properly reviewed it.

Positive: Zoho CRM is too complete a platform when it comes to customer service to manage all kinds of deals, this platform offers advanced features to manage a negotiation with a specific customer or with a group of customers, this platform allows you to create sales processes , processing rules, managing leads, and much more. Next, I will mention the positive things that this platform has.

1.- One of the main positive things that this platform has is that it is capable of attracting potential clients, depending on the client's activity and the interest that our services have, the platform has an automation to capture these potential clients and register them within the platform, in this way you will be able to identify who will finalize the agreements and be able to carry out a much closer follow-up with the contact information. I love this feature mainly because it is able to capture customers who are interested in closing a deal with us.

2.- Another of the very important functions within this platform is that it offers me a Contacts management function, this function is very important mainly because it offers me detailed information on each of the clients, it offers me a panel where I can register real-time information about each of the clients, I can connect with them through various channels and establish a much stronger relationship. I love this feature mainly because I can record all the contact mechanisms a customer has, so I can connect with them in different ways and never lose communication.

3.- The third thing that I love about this platform is that I can create a workflow automation, I can manage all kinds of requirements with a potential client in an automated way, I can perform tasks quickly through workflows, depending of the interaction they have with customers and the updating of contact data, each requirement is carried out in various actions in an automated manner by the platform. This feature is very important when we have a lot of ongoing trades, this way the actions will be processed and the workflow will be done in an automated way when configured correctly. This function helps us a lot to save our manual work.

4.- The fourth thing that I have loved about this platform is that they have integrated the Canvas system to have a much more optimal design in the contact information. The implementation that they have done recently has been quite beneficial for me, since I can modify the general style of the platform to suit my needs, it is a fairly simple editor that allows you to drag and drop all kinds of objects, as well as you can insert new texts to modify the platform to your liking. I absolutely love this implementation, I am currently using it to improve the design of Zoho CRM.

5.- Another of the things that I love about this platform is that it provides me with statistical information to be able to correctly analyze the behavior that the negotiations are having during a specific period of time. For example, I can see how the sales have been in the past month, see how many sales have been made carefully and how many deals have not been completed. This analysis is very beneficial for me and allows me to broadly view the progress of each of the sales. Actually, this function is one of the most important within the platform, since it allows me to understand the future growth or the expectation that there is depending on the sales that have been completed.

Negative: I never really had any type of failure with this platform, all the systems it offered me allowed me to automate the workflow, and help me make the trading process much more automated, so that various actions can be executed automatically to save a lot of work. Handbook. The process to start using this platform was a bit complex, since we did not understand very well how we should register each of the potential clients and have a correct workflow, however, in a period of two weeks we perfectly understand how each one of the sections of this platform worked, currently we have had many benefits and we have not presented any type of problem or loss of trading information. I am very satisfied mainly because of this, because this platform has not given any type of failures, it has remained tailored and has provided innovative results to obtain very consecutive negotiations.