Likelihood to Recommend Workflow feature makes this best suited for those who want to send a series of emails over time based on contact attributes and behavior. Ability to add custom fields and define segments makes this tool valuable for very targeted email campaigns. Lack of communication about releases and poor technical support means your users will need to be fairly skilled in critical thinking and more technical than average. Our knowledge of system came from lots of trial and error.
Read full review For customizing a CRM without needing specialist support, Zoho CRM is great. The admin UI is pretty intuitive and easy to use. Zoho CRM also works great for tracking contact records and relationships to other records. For instance, we run 10+ different programs, and we need to track every contact's relationship to any and all of our programs. Besides the program relationship, we also track organization/employer relationships, host site relationships for interns, team relationships for several of our programs, and we are starting to track grant disbursement as well. Zoho CRM's "joiner modules" handle all of these different connection points fairly well, though the data import process can be a pain.
Read full review Pros Number 1, is it's ease of use. We have not run into any problems where someone finds Campaigner difficult to use and this comes in handy every day. The more people that know how to use it the better because it reduces stress/buildup on others. We love the reporting system here. We use the clicks and opens to follow up with people all the time so to have all that detailed information is very beneficial. Customization is great. You can really make all your emails look exactly like they're pictured in your head. Read full review Zoho CRM has so much space to capture lots of information. Zoho CRM can be customized for your organization's needs. Zoho CRM is great for running reports to help make business decisions. We love all the different dashboards we can create. Read full review Cons Campaigner is just too bare-bones. When we first started using Campaigner close to a decade ago it was perfect for what it was. But nowadays Campaigner is missing several features that their competitors offer like exit intent and cart abandonment emails. Campaigner has an astonishingly bad unsubscribe option. We have had many customers complain to us over the years that when they try to unsubscribe through the emails Campaigner sends, their unsubscribe does not go through. Hard to change account settings such as changing our subscription plan. We had to call and were told to wait 24 hours just to make a small change to our account. Read full review our team found it very challenging to integrate directly to our wordpress site while there may be a way to integrate to the SMS system, we have not discovered how a sales rep would be able to get an sms when customers leave their contact info (not through the app) we have one team member who still works with outlook calendar. it was easy to integrate with google calendar, but a second calendar, depending upon the user Read full review Likelihood to Renew I can't see us not renewing unless we find something better. This is highly unlikely because there was a thorough research done for use to chose the best marketing client and it always came back to campaigner.
Read full review i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
Read full review Usability Great features but awful tech support experiences over five years of use. Some releases broke our workflows and Campaigner could never explain why. Our initial plan provided a designed client support contact. This individual changed frequently without notice and at one point they decided our plan no longer included a designated contact. Of course this was never communicated to us until we tried to reach out to the person. If you are tech savy this system might be for you but you'll be on your own.
Read full review The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
Read full review Reliability and Availability We have not faced any of the aforesaid issues. The application is robust and well-tested
Read full review Performance Using zoho by itself has never been a problem. However one has to check for its compatibility/sync with other software. For example, it does not have a clear and full sync with getresponse since a long long time
Read full review Support Rating Everything takes a minimum of 24 hours to solve and after being with campaigner for several years we were just told for the first time we have an account rep which we never even spoke to.
Read full review We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
Read full review In-Person Training It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Read full review Online Training The online training consisted of watching youtube videos and pre-recorded webinars. They helped us learn what we needed, but there's still a need to learn more and where to access that information.
Read full review Implementation Rating When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
Read full review Alternatives Considered MailChimp is far more customizable and User-Friendly, although Campaigner gets the job done. Campaigner could benefit from a design upgrade to bring their look into the modern realm. The drag and drop features and email customization of
MailChimp , Campaigner is lacking. However,
MailChimp is pricier. So you are definitely getting what you pay for.
Read full review Zoho is the only product we have used. Our company is fairly new and before purchasing Zoho a few years ago, client files were only saved and looked at through our company server. Because of how great Zoho has been, we have never considered looking for another product because there really is no need
Read full review Contract Terms and Pricing Model I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
Read full review Scalability We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
Read full review Professional Services In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
Read full review Return on Investment We are able to sell Campaigner as a premium feature The plans can be a bit pricey We do cover cost by using their flexible "bucket" model. Read full review ROI is good, providing your entire team is involved with the program and uses it During busy season, Zoho keeps the flow going with reminders for quote follow-ups Our company saw an estimated 20% gain in closing sales that went through Zoho as compared to quotes not answered through Zoho Read full review ScreenShots