Zoho CRM Reviews

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.

Summary: My general experience with this platform called Zoho CRM has been completely good, since this platform entered our company, it began to provide us with various work mechanisms and a fairly simple and direct user interface so that we could quickly adapt to general functions, This platform puts us in direct contact with each of the clients, so that sales take a much more direct course and it is much easier to integrate the CRM system with external applications. We have linked all our social networks to this platform, and in this way we have been able to manage all the customer requirements made on the various platforms, only by using this Zoho CRM service, we can manage and view all the messages that customers send us through our social networks. This platform allows us to visualize a general analysis of the times that we have had recently, we can visualize everything in real time and that is one of the things that excites us most about this platform, its general functionality helps us to make decisions in a correct way. Additionally, these real-time analytics help us determine what direction you're heading overall. I am happy with the overall functionality this customer retention service has given me, I will continue to use it in my business to generate more sales in the long run.

Positive: Zoho CRM is one of the best options to consider to have an excellent retention and connection system with potential customers, its way of retaining customers and the way it offers variety in customer service is impressive. One of the main things I like about this platform is that it allows me to contact customers in a variety of ways, whether it's direct call, live chat, email or social media, this platform brings all the communication mechanisms together. in a single section, so it is quite easy to serve customers in various ways, no matter where they are interacting with us from. Another feature that I liked is that it has an excellent notification system capable of notifying me when a client has contacted us, when a client sends us a query, I immediately receive a notification in my work email, on my mobile phone and also a notification on my computer, this excellent notification system has allowed us to be more attentive to customer communication, to be able to serve them without having to wait a long time. Finally, I must mention that I loved the way in which Zoho CRM allows me to visualize the data obtained in real time, I can have a specific analysis of the progress of each one of the sales, in addition, I can take actions thanks to the operation in real time of sales performance, this monitoring is really good and beneficial for me and my company.

Negative: The Zoho CRM system in general It works wonderfully, its way of offering me a great quality when it comes to serving customers and retaining sales is really incredible, however not everything is perfect in this platform, one of the main things that The negative borderline about this platform is that the artificial intelligence system that it offered me did not work properly. This CRM system offered me an artificial intelligence that would provide me with advanced predictions of potential customers, it was only enough to ask the artificial intelligence and in an automated way the software would make an analysis and a corresponding prediction, however this function is not fulfilled correctly , at the time of asking the artificial intelligence to do that for me, that command simply did not execute correctly, it did not generate any type of request that you are going to give me and there could be no advanced analysis of the data collected from sales. In order to obtain the predictions promised by the platform, I had to make the request manually, the artificial CRM system does not work correctly and this is one of the main things that has to be improved within this platform, in order to obtain a much more enjoyable experience. complete and that the artificial intelligence system to the thing in an automated way to save time.

Summary: Zoho CRM is one of the most affordable application that helps to track and manage business with exceptional and beautiful looking dashboards. It is easy to use and offers a lot of customization.

Positive: - The user interface of Zoho is very beautiful, and it is the best CRM customizable, which is uncommon in this field.
- It has excellent feedback response and listens to the users, also recommendations are excellent to make their way to Zoho products.
- It is very easy to use, and the pricing is far below its competitors.
- Exceptional dashboards, which makes it easier for the user to track and manage their business.
- Good customer support.

Negative: - The artificial intelligence doesn't seem to add much value to the application and needs improvement.
- Group subscription packs should be introduced along with the individual one, which can add more value and will make it more affordable.
- Active internet connection required every time.
- Mobile app is far behind its pc versions.

Summary: Overall experience is good. It helps to automate the business sales and provide growth in a short amount of timespan. The pricing of this software is also good. It also has a free version which is useable for 3 months and after that, it can be subscribed in a reasonable amount.

Positive: It is centralized with a lot of functionalities which is helpful for business growth and also sales increment in a short amount of time. It provides a clear market attribution. It is also best for customer management and provides clear support to the customer when raised an issue/ticket.

Negative: There's no issue encountered till date but somehow it provides a lot of functionalities which is difficult to understand by a newbie.

Summary: Zoho CRM is a great CRM for small businesses. It is easy to use and has a lot of features that are helpful for managing a sales pipeline and customer data. The support team is also very responsive and helpful. Overall, I have been very happy with Zoho CRM.

Positive: Zoho CRM is a very user-friendly system that is easy to learn and navigate. It provides a lot of functionality and features that are helpful for managing and growing a business. The customer service team is also very helpful and responsive if any issues or questions arise.

Negative: There are a few things that I didn't like about Zoho CRM. The first is that it can be a bit overwhelming and cluttered when you first start using it. There are a lot of features and options available, and it can be difficult to know where to start. The second thing is that the pricing can be a bit confusing. There are a lot of different pricing plans available, and it can be difficult to figure out which one is best for you.

Summary: Zoho CRM performs an amazing job of giving a solid feature set at a reasonable cost, along with collaboration with a large number of Zoho products. Zoho CRM makes it simple for us to manage our customer service and interactions. It's quite simple to understand all of the functions, and it's greatly aided us in handling leads generated by our sales funnel.

Positive: Because Zoho CRM is a cloud-based platform, it can be accessed from any device connected to the internet. Using Zoho CRM, you can manage customer relationships with tools like emails, fast chat, bot chat, sales calls, marketing funnels, and social networks. The tools are well-built, so there's no difficulty integrating them with third-party services.

Negative: If you don't know how to personalize the UI, it may appear plain to you. Data downloads and collations are not always simple. This is also true when it comes to lead publishing. It's not always obvious whatever element of an upload went wrong. When the upload does succeed, though, it is a huge time saver. The search feature is not very straightforward; I've discovered that it doesn't always provide results until you enter in an exact match.

Summary: I can't perceive you how dazzled I am with Zoho. I'm
not an IT individual! Be that as it may, most complex choices I can do with the assistance of their help. The actual program is past strong, It has many accomplished programs that assist with improving your business! The main element is their client assistance. Somebody is accessible inside the space of seconds through telephone and talk. Over the entirety of it's an incredible program!

Positive: Our folks use it to arrange prospective customers, set up recommendations, add likely customers and to set updates for all of the above mentioned.

Negative: We've just disliked an update. Furthermore it was fixed without wasting any time

Summary: Zoho is a robust suite to fulfill a lot of your business' needs. From basic tools like Collaborative Docs, to more advanced and complex tools such as CRM, MKT Hub or Backstage, Zoho is a very well-thought solution for everyday operations across departments. With the proper training, it can become a powerful set of apps you can lean on.

Positive: - The ability to add contacts and keep adding or updating the info
- When seeing the details of a lead, you can easily see all the Marketing campaigns they've been sent or interacted with.
- Real-time collaboration between teams
- Set reminders and follow-up activities
- Integration with Zoho Campaigns
- Integration with Gmail
- Mobile App

Negative: - Contacts are synced from Zoho Campaigns but not from Zoho Marketing Hub.
- It lacks a bit more of synchronization between apps such as the CRM with Zoho Backstage & Zoho Campaigns.
- Sometimes certain features are not very intuitive.

Summary: I would definitely recommend this for the start-up as it will really help you to grow your business. but if you're already stable you might want to choose a much better tool where your payment will be much valued.

Positive: the setting it up is no rocket science. Installing and setting up the process is very straightforward. It is user-friendly, the system is not complicated it's perfect with a stat-up business that doesn't have much experience with automation plus there's a video tutorial for ways to customize its usage and functionalities. Very flexible as it allows you to work with all kinds of businesses.

Negative: The free and budget version has limited usage no free trial for all its user. If you want to take advantage of Zoho's full capacity you need to buy the full version. Long waiting time for customer care or technical support. It has a different price which is good for beginners but to get the maximum potential of Zoho you need to purchase the Ultimate package which is already the same price as the other popular automation.

Summary: I have used and implemented this product at three companies. It has saved start-ups hundreds of thousands of dollars over doing the same thing in Salesforce or HubSpot. Both of which I have used in the past.

Positive: Cost is about as low as you can go.
It works without glitches.
You can hire experts for half the cost of a Salesforce consultant.

Negative: Documentation is not always current. This leads you to try solutions without success. This is always because the software had been updated and improved and now there is just a new way of doing things.

Summary: We used this software for several months before we found another that was a better fit for our company. I would recommend this software to others to see if it would work for them, as it was very user friendly.

Positive: I really liked the ease setup. The software has a lot of features and it is nice that all the modules are connected.

Negative: It seems to be a little difficult to customize the layout for quotes, invoices, POs.

Summary: Overall best software.

Positive: Zoho CRM is the best software. We were using it for our company. I was the one who was handling the same. Overall best software.

Negative: As such nothing is to dislike regarding this software.

Summary: In my opinion Zoho CRM is a great platform when compared to other platforms due to its features, its features and customer support.

Positive: Its features is quite a bit amazing it has features for from tagging contacts to social media integration, it is very much customizable and it is UI design is also great.

Negative: Its AI assistant feature is not good and it needs internet connection for working.

Summary: Over all, Zoho has good customer service, which is very important. It is easy to use and its price point is perfect for small businesses on a budget.

Positive: Zoho is easy to link up to other software that we have. The automation saves time and mistakes. It's easy to enter info and set up reminders and automated email messages to leads.

Negative: Sometimes creating a lead can be convoluted. There are several things that you need to do before creating a lead (when it's not auto-imported). This system requires info to be entered twice, creating more work.

Summary: Overall it is a great tool to provide seamless experience, but is more suited for a smaller organization.

Positive: It is cloud based platform, which mean it can be accessed from any device from anywhere.
Zoho CRM has very user friendly UI and it integrates easily with other third party programs.
It has excellent reporting features.
Zoho CRM is completely customizable as per the need of the business.

Negative: The integrations with Zoho social and other social media tools are a bit tricky. The customer service could be more efficient.