BambooHR is an cloud-based human resources solution that provides onboarding, payroll, and benefits management. It also offers automated time-off management and employee self-service.
$10
per month per user
Zoho CRM
Score 8.5 out of 10
N/A
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment.
The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.
The product also has an integrated project management module.
Performance management - the prompt questions are really helpful in distilling thoughts! Though it would still be great to have an optional box for additional feedback that might not be directly related to the prompt questions. The clean interface and user friendliness is a definite plus! But some specific features, eg. on TOIL application - it would be helpful to ensure it is intuitive to use, rather than confusing with the input process.
Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.
Recruiting- communications are easy for both the internal team and candidates
Onboarding- the onboarding tasks are great. I love being able to attach documents as well as delay sending out tasks
Communication- the employee community is a great tool to keep our communications clean and organized. I love that we now have insight as to who has viewed the comms
The biggest issue is on performance assessments. We are not able to customize the reminder dates so the automated reminder dates shown to people and on the email reminders is often misaligned with our actual internal deadlines. This causes a lot of confusion each review cycle.
Also on performance management, there is no way to push feedback to a supervisor for their direct report. The only way is if the manager requests the feedback from you. This limits the opportunity for people to give real time feedback throughout the half.
I wish we had a way to track notes from employee 1:1s in BambooHR® so when we do our performance reviews we can track. That may be a module we didn't purchase but it would facilitate more continuous and comprehensive evaluation of people at review time.
Need some way to switch a field type without losing the pre-existing data.
The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
Frustrating that only 3 custom lookup fields are allowed per module in our license.
There's nothing wrong with this platform. I would recommend it to any business starting with more than 10 employees. I will continue to use the program for as long as I need to, hoping they continue being tremendous and finding other ways to incorporate more technology.
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.
Just because there's a little complex with everything that's rolling out and so I have had to walk some people through functionality because there's just so much to click at this point. Another thing is the review process doesn't allow for ratings with a number scale, and I know we're kind of getting away from that as an industry, but with our previous system we have been rating people for their merit percent increase on their wages at the end of the year and it doesn't have the functionality to do that.
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.
Yes, there is a huge team in the back of the online platform or it looks like it because I have never been left without an answer when I have a question or waiting from a response on my chat .... There must be a huge team, this is so great and I always seem to have someone that is very knowledgeable too. So many times in the past I had to leave with customer service that would connect you with someone else because of the expertise, here everyone seems to be some kind of an expert in the HR function.
In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
I love BambooHR. Reports are easy to run and download and it usually covers any types of requests I get from the management team. You get excel or .csv downloads/reports and it is fast and simple, not too crowded so it is easy to read through. We don't integrate the tool yet but again, soon we will. we just did not had the time to utilize it yet but that's the plan.
I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
I use the chat feature most often and the wait times can be long, but often I do get right in. When they promise to follow up, they always do. It seems the "support hero's" are very well training and knowledgeable. There are lots of resources in the form of print or video, too.
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.
I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
Overall this training was great and our implementation specialist was wonderful and very helpful. We felt really prepared once our training was completed, But we could get additional help immediately even when we were live. The continuation Support heros after implementation are wonderful and you can always get a LIVE person each time you call into their office.
There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
We implemented bambooHR in Fall, 2023 then implemented Payroll 1/1/24. A vital piece of information was not known or missed in that we are exempt from State Unemployment Tax and have a Reimbursement Set-up, so bambooHR did not send Payroll Reports to the State. Those reports need to be sent regardless if we are exempt or not.
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
Lattice is much more oriented towards performance management. It includes many more advanced performance management features from building actual assessments to also performance development planning. BambooHR® for us was a place to centralize our data and build from within as well as connect to external integrations. PerformYard is what we used prior to BambooHR® for onboarding workflows and performance reviews, but BambooHR® is far superior.
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
Since my organization has dropped with employees, I always find ways to reduce costs. I thought there would be a cheaper option, but I was glad that my package included a lot for the price, and downgrading would cost more. The rep could have let me downgraded and taken me to a higher package. I am thankful that didn't happen.
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
There is so much you can do with this platform, it is incredible and so welcoming. We don't utilize it 100% yet just because we are growing and the HR team has not been able to concentrate on other areas offered to us but but we will soon. Which is also why we got the product, specifically because what BambooHR can do to help us meet our growing business needs.
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.
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.
Time Savings: Automating onboarding, payroll, and employee record management has cut HR admin time by up to 30%, allowing teams to focus on strategic initiatives instead of paperwork.
Improved Onboarding: Streamlined workflows have cut onboarding time by nearly 50%, ensuring new hires are productive faster, reducing turnover risk in the critical first months.
- Enhanced Informational Clarity: Centralized employee data means fewer errors and faster access to essential information, reducing compliance risks and increasing accuracy in reporting.
