Likelihood to Recommend This is a quick and easy way to upload information from business cards to your current contact database. It can be used by those who are organizing email marketing campaigns. It is also good for personal use -- since it organizes all available information about any given contact it is a great resource for looking up people before meetings and doing other types of background research
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 Sharing contacts. Easy to edit. Nice interface. 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 Needs to allow for more than 50 business card transcriptions per month Sometimes tries to merge contacts that are not the same person Does not sync individual account with business 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 This is my new favorite app for organizing contacts and segmenting email lists. It is also the only app I have used that will transcribe business cards with 100% accuracy (they use humans to enter info from pictures of cards rather than software, like most other apps). The "merge contact" feature is great and allows you to review the contacts being merged before doing so automatically. It also integrates with Google accounts, LinkedIn, Twitter, and Yahoo. Another great feature is the ability to export data in a file, which you can then upload to your regular CRM software or to
Constant Contact . I wish it would allow for more business card uploads per month. Even the paid subscription has a limit of 50 cards per month. I contacted customer support to inquire about increasing this limit and was told that I would need to upgrade to a yearly contract in order to do so. If FullContact continues to be useful, I will likely upgrade. However, given that the business card contacts is one of this software's best features, I was disappointed that this allowance could not be increased. Overall, however, I would highly recommend FullContact
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 Very easy to use online and great mobile app as well
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 Automatically updates contacts daily
Read full review We have not faced any of the aforesaid issues. The application is robust and well-tested
Read full review Performance Just make sure the app is not syncing on multiple devices at once -- this will cause a delay
Read full review 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 Their support is very responsive and friendly.
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 Very user-friendly, especially since it aggregates information from Google every day to update contacts.
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 Basic materials explaining account setup and how to manage your list. It doesn't take much training to become proficient
Read full review 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 Downloading the contacts to use in email marketing campaigns is the most difficult part of implementation.
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 FullContact has pretty much the best bang for your buck as far as the different features offered. You can do a lot of different things with it and it's all online or in an app on your phones. Easy access to the most accurate information available at your fingertips is pretty awesome
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 Easily updates contact information
Read full review 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 Positive that the time is not spent updating individual phones. Negative in that if someone alters a contact, it will need fixed. Positive that users don't waste time calling wrong numbers. 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