Likelihood to Recommend It is really suitable in case of enterprise sales as it helps reduce wastage and makes the process lean, it emulates the quality of the prerequisites of an ideal CRM and does it really well, it also helps in reducing the extent of work for the entire sales channel, easy to integrate with other dashboard panels, not ideal for a highly data based model as duplicacy is a big factor.
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 Manage Leads, Client Conversions, Touch up points and all other order data. Integration with other platforms such as Vinculum etc provides ease of work. Ease of Analysis of performance and matching of targets. 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 Has a bit of redundancy and data duplicity problems, different employees can make duplicate entries for same clients Sometimes non-responsive glitches appear Different users see different data for same clients sometimes 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 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 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 Support Rating 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 Online training is tough, but Zoho and their partners do a good job of explaining things.
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 Bitochon stacks up almost equally with zoho in most of the applications and functions for the sales team although zoho has better dashboard management and ease of analytics as compared to bitochon but bitochon stacks up easily as the better one in terms of api integration and ease of operation.
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 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 Has really improved the productivity of the entire sales channel and operations team Ease for accounts and other software integration Improves overall interconnectivity of all departments 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