Gold-Vision vs. Zoho CRM

It is the best available solution for small businesses due to the licensing model and the ease of use. For companies like us who implement this for customers, it is easy to implement and train users. Larger companies would prefer to use existing products that have been developed for their specific industry or department.

Incentivized

The default configuration has been useful from day one. It is easy to learn, and that facilitated rapid adoption. With a little effort, custom fields and formulas can be added to suit particular needs. It is also easy to define custom views and filters, which are "remembered" and available the next time you log on.

Incentivized

• Can be easily integrated with products like Sage or Outlook which most small companies use. This provides us with a great customer base.
• It is quick to deploy and most of our customers start using the solutions in less than a week.
• Very intuitive which makes training our customer easy and causes few support calls.

Incentivized

• Provide a shared single source of Customer information (classic CRM)
• Allow us to easily create automations relevant to each department's functionality
• CRM allowed us to bring up each department separately using in-house designed views with easily created logic functionality applied to fields within each view
• Build custom reports and dashboards starting with supplied off the shelf examples

Incentivized

• In the latest version, the user interfaces has been greatly improved. Some customers disliked the older version.
• Nothing else to complain about, maybe it can be made cheaper?

Incentivized

• The availability of the case module in all versions. For a small company it is useful but the investment is high.
• Although web forms are easy to implement, it is not so easy to adapt them to web design.
• I would like the LinkedIn social network to be included

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

Compared to our previous CRM, Zoho is a breeze. I can look up customers and reports with no issue. There are times when it may be difficult to find something, but I assume that is because I am not in Zoho every day like the sales team is. It does everything we need very simply, so I would definitely recommend it to others.

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

I feel like our implementation went smoothly, certainly better than I had expected. We did run into some issues (which is inevitable when you are implementing it inhouse rather than engaging an external team) but we were really happy with the quality of support we received from Zoho. Whenever we raised an issue to their support team, they either provided us the resolution on the spot or got back to us with an answer in a very acceptable time frame. We were also very happy with the amount of customization Zoho offered in setting up the CRM to the way we needed it to work. Lastly, training our users on it was a smooth experience as well. Zoho has a very detailed help section and their support team is always available.

Incentivized

Probably the most important aspect would be the licensing model which makes it affordable for all businesses. Can be adapted to the business without having to change the business model around the CRM product.

Incentivized

Zoho is a much more inexpensive solution compared to Salesforce, yet it provides a lot of the same tools that the leading competitor provides. For us, it came down to the overall value of the product based on the final price to implement and use.

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

• It really filled a gap in the market where small business could not afford expensive CRM solutions.
• As we are implementing this as a solutions for our customers we don't pay for it, but it provides a monthly income from supporting the infrastructure this has been deployed on.

Incentivized

• We had Zoho CRM early on when it wasn't quite as robust as it is now, so there have been vast improvements, which also puts us at a disadvantage for falling into old ways of doing things rather than exploring new ways that we always wanted in the beginning.
• One thing we were able to do is get rid of MailChimp and slowly migrate to Campaigns
• Eventually I would like to migrate Zoom to Meeting but it's just not quite there yet.
• Also, I do have to say going just from the CRM to Zoho One was a VAST improvement where many apps were available. At first, I was so disappointed in the CRM but with all the integrations it's been so much better!

Incentivized