Aurea CRM vs. Zoho CRM

I have prepared deeply detailed customised queries to prepare detailed customer reports including markets, segments, classifications and potentials to present to our company management which have been highly appreciated. So, it was well suited in that case. Since I'm traveling a lot for customer visit activities, I frequently need to use it as mobile but it's slightly nightmarish to use its unfriendly search function as well as very slow loading speeds. So, it's less appropriate in that case.

Incentivized

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.

Incentivized

• customised and detailed query preparation
• offer creation
• creation of detailed activity reports

Incentivized

• 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.

Incentivized

• slightly complex user interface and menu items
• very slow loading speeds particularly for mobile smartphone use
• missing information for current or next steps of the menu while typing or entering something

Incentivized

• 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

Incentivized

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.

Incentivized

Since it's providing useful features, I like to use Aurea CRM on my company PC at the office for my daily activities. However, we are in highly digital age via mobile devices particularly smart phones and we need to use softwares even in mobility which is highly weak feature of Aurea CRM and needs to be improved as soon as possible.

Incentivized

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.

Incentivized

I'm not getting in touch directly with Aurea CRM support team member because they have trained our company's IT team members that are in direct contact with Aurea CRM support channel. As far as I know, the overall support for Aurea CRM is quite good and highly prompt in a professional way.

Incentivized

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.

Incentivized

It was harder to learn when there were mostly real estate users in the room. We are sales solely.

Incentivized

Online training is tough, but Zoho and their partners do a good job of explaining things.

Incentivized

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

Incentivized

I didn't select Aurea CRM myself. Since our company is global, our headquarter has selected Aurea CRM after certain years of old Oracle based Crm use. As far as I know the old one was having some weaknesses about reporting, analysing via queries, lack of marketing activies etc. That's why our top management has selected Aurea CRM for a better solution which I highly agree with it except terrible mobile use.

Incentivized

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

Incentivized

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

Incentivized

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.

Incentivized

• positive impact for efficiency of indoor sales activies
• positive impact for better report preparation
• negative impact for mobile use

Incentivized

• 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

Incentivized