Likelihood to Recommend 8x8 is well suited for our small private practice. Even though we are close to each other, it makes managing and transferring calls effortless. Concurrent calls are also a strong suit. Even if two people are logged into the same user account, being able to answer two lines at the same time and flip between devices is a great feature to have.
Read full review We searched different CRM platforms and noticed that ZOHO was well-priced, but some reviews said it didn't support forms well. IN our case, we already had forms on our wp site, so we did not need to use that aspect. instead, we used an integrator, so I don't have a review on that aspect of the CRM as we're not using that feature. This works for our company, so we are not using the standard automation with zoho forms
Read full review Pros Automatically routes incoming calls to the available agent with the appropriate skills, ensuring that customers are served promptly. Integrates with email systems to provide a unified view of customer interactions. Allows sales representatives to share their screens with customers and prospects, demonstrating products and services effectively. 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 8x8's emails with billing info or auto-payments does not attach a pdf copy of the invoice for reference; you have to log in to your dashboard and navigate through several links to obtain a copy of your invoice, which is frankly just inconvenient. While 8x8 is very feature rich, a lot of it appears to be oriented towards call centers and therefore may not be required or useful for small offices (like ours). While 8x8 is very responsive to issues affecting its system, the frequent update alerts can become distracting. Read full review requires an initial input of information about a potential client - this would be better if it auto-filled with the quote request's information can be a bit confusing navigating the stages of a potential sale, but not too bad a tab or link to all open sales quotes would be nice Read full review Likelihood to Renew All our employees love this product. No one has ever had an issue, whether it be the phone or fax. Great during the winter when employees have to work from home because of the snow. Never had an issue with the phone app. Highly recommend this product
Read full review Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.
Read full review Usability Again for a large call center with many needs, and full time people to manage this may be a good system, but for a small business needing a phone system in my opinion it is overly complicated and difficult to manage without multiple calls on support.
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 As mentioned before, we have not had an outage with the phone system per say, There was an issue with the call center where we did have an outage, but it was quickly and promplty handled by 8x8 support, they got us up and going again within 24 hours. The 8x8 hard phone and softphone side of things have been rock solid, I couldn't ask for anything more seeing we are in health care and it's exactly what we were looking for. When and if there is an issue 99% of the time it's user error
Read full review Performance None of the features that are available slow down the application. The reports (even the ones with hundreds of records) complete very quickly and the web interface as well as the mobile application never struggle to load or complete a task. The analytics will sometimes take some time to reflect the online status of users but it is to be expected due to connection speeds.
Read full review Support Rating 8x8 support can be phenomenal. After getting in touch with a support member, all of my problems are either solved right away or throughout a small time frame, fine-tuned to my circumstance/issue. Whether they are following up via phone call or email, I have full confidence and faith that any matter will be resolved. Trying to contact the support team is where things get a bit tricky. Raising an issue in the chat can be taxing as we are mostly referred to the general FAQ section of the site. Although it may be helpful to some, it does nothing for those of us that have very specific problems. If each account holder can receive access to a customer service line that differs from non-member account holders, I think we'd have a higher level of trust and a lower level of frustration.
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 The person giving the training was very engaged, He also listened and answered all the questions. He created a video for our company while he was training in case we needed to reference it again in the future. The questions he could not answer were answered within 24 hours via an email to the IT support staff here so we could share the answers with the rest of the group
Read full review It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Read full review Online Training online (video) training is good. No issues.
Read full review Online training is tough, but Zoho and their partners do a good job of explaining things.
Read full review Implementation Rating The implementation of 8x8 X was rather smooth. We had training prior to getting the system. The IT company did a good job on the training. The whole system is wonderful. Saves me so much time with the faxing, as i can just let it go by itself and not have to make sure pages don't get skipped, as with a regular fax machine.
Read full review 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 Hands down 8x8 is superior to the Spectrum Ring Central that we had tried. Interestingly, they supplied the same phone hardware but were unable to suggest an adapter for wifi for the phones. Cost wise very similar but customer experience very different. Above all else, the quality of customer service has made all the difference
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 At this time, we’re very happy with the pricing model that we have worked out and they have provided for us. Just be sure to do your homework, and use your comparisons to work out your cost with 8x8. They will be very straightforward with you on what they can adjust for you.
Read full review 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 8x8 100% suits Business needs to connect with from anywhere and everywhere. The Softphone features is very light and very easy to use also very reliable with Zero Downtime. Can also be set personal Voicemail over softphone at anytime and logs everything is very easy to find.
Read full review Professional Services PS had all the users etc. set up by our go-live date. All hard phones were activated and when we received them, all we had to do was set them up and punch in the activation code to activate them.
Read full review 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 It's been amazing. We used to have so many complaints about call quality, phone calls cutting in and out, tons of calls where it was dead air, dropped calls etc. Since switching back to 8x8 we have not had one complaint, which is great for business! Being able to communicate with our clients is the only way for us to have a positive ROI! Read full review Zoho CRM has cut in half the time it would take to derive data via its reporting tool Sharing information within the business is extremely easy and is another time saver Company revenue growth 10-12% YoY due to forecasting models provided by Zoho Read full review ScreenShots