Likelihood to Recommend This product is well suited for an organization that is focused on client services, project delivery, time tracking, expense reporting, and revenue recognition. From a pure project management perspective, this product is not as feature rich as say Microsoft Project Server. For organizations that are looking for detailed complex project plan and resource management (along with resource leveling, etc.), this is probably not the best suited product
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 Netsuite OpenAir PSA is highly configurable and has a large ecosystem of assets to work with. Tasks are easily designed to automate processes in your business workflow. OpenAir is designed in such a way that it can communicate and receive information from external systems without having to re-engineer your systems to make them work if you are following standard business practice. 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 Compared to QuickArrow, setting up reports to reflect the data accurately seemed to require a bit more consultant time and collaboration. Getting the numbers correct is essential, so budget extra time for this iniative. We also learned that certain calculations can not be displayed in the executive dashboards. Ask these questions upfront to ensure your dashboards are complete for your needs (again, working backwards in the preparation stages). Compared to QuickArrow, NetSuite OpenAir PSA falls short in the resource management capabilities. UI, flexibility, and scheduling options all could be improved. This is on their roadmap, timeline yet to be defined. Scheduling is vitally important to our company and this is THE area where we feel is the applications weakest. However, the application does provide everything critical to scheduling and provided the elements we needed in order to be successful. We altered our scheduling process accordingly. During our System Administration 3 day online training, when a question was asked about detailed functionality, sometimes the trainer would share..."Yes, OpenAir has a configuration for that. Just inquire with your consultant and they can flip that flag in your instance." The responsibility for obtaining these special application configurations was placed on the System Admin [in training] to ask and to take notes. If your company needs the application to work a certain way, speak up and ask your OA consultant. There seems to be MANY flags that can be flipped in the background to allow for the system to meet your needs. My complaint is that these are not published, rather made available if one inquires. OpenAir is able to generate invoices directly and we strongly encourage using this feature to keep everything housed under one application. However, this did not work for our organization and we leveraged a financial integration. A bit of a pioneer integrating with Softrax -- the integration works well, however is quite fragile. We do receive appropriate support when needed, but would prefer the integration to be a bit more stable. We recommend integrating with their stated supported financial systems, as staying the course will likely net a more stable integration. 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 It all depends. We are still looking at moving our consultants to Oracle PAC, in order to get our financial systems in line (we use Oracle Financials currently). We are feeling a lot of pain with integration and segmented systems. Ultimately,it depends on how much pain is felt there. OpenAir has given us a path to follow on from QuickArrow. I foresee either moving onto Oracle PAC by end of calendar, or staying on OpenAir. OpenAir to Oracle integration is not easy. From a reporting and process perspective, there’s been pain from being in different systems
Read full review 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 In this day and age I should not have to read a manual to understand a product. It should be intuitive to administrate and perform basic tasks. It feels like a ton of intelligence was poured into making OpenAir feature rich but no where near as much attention was given to the user experience.
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 The system up time was reliable and that was never anything we ever had any concerns/issues with.
Read full review Performance The performance was acceptable. If you had a very large data set you were working with it might take a little longer, but within reason.
Read full review Support Rating As an admin, I've had more contact with OA support than most. I've found their response to tickets typically timely and helpful, however many of the responses to tickets are "we will file an enhancement request" and then I never hear about it again. So not terrible, but not a very fulfilling experience.
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 knowledgeable and able to articulate how other customers configured the solution to meet their needs as well as the best practices they recommended.
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 We did a 3 day online remote course back in April. NetSuite prefers training to occur before migration. We went over the functionality of tool and three months later we migrated. Personally, I didn’t find it that beneficial. Certain parts of it were beneficial as they applied to me – talked a lot about invoicing capabilities that didn’t apply to me. They also have knowledge base / e-learning assets, but I haven’t referred to them
Read full review Online training is tough, but Zoho and their partners do a good job of explaining things.
Read full review Implementation Rating It went fine. Everything came over the way we wanted. In addition to migrating the current projects we wanted to migrate historical data – did that seamlessly. The finished product looked pretty good – just needed to tweak – and they helped us with that
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 OpenAir accurately reflects changes in real-time as well as lends itself to see where a draw is at, when payment is expected and what percentage of the contract has been billed or approved to date. This helps with project billing and tracking as well as cash flow. Quickbooks lacks the ability to show progress draws, approved changes, and pending changes on a given project where OpenAir excels.
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 Once the system is setup, it's easy to manage and maintain.
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 It covers our requirements for time tracking and project/resource management better than the previous solution we used. Project managers are happier having this tool for their job and also because it is running on the cloud as opposed to running on-prem. It doesn't help in any way improving the "chasing" of the people that don't submit their time-sheets in time. This one stayed the same as before. 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