Likelihood to Recommend My first time contacting SalesHandy the person in live chat answered all of my questions and understood me. I was very happy. The second time the person didn't understand me at all. That's when I became aware this wasn't an American company. I asked for the same person I got the first time and we started e-mailing, but he clearly didn't read what I wrote on two occasions, so he wasn't addressing my questions. This started to waste my time and frustrate me. Then the e-mails stopped coming and I had to keep e-mailing again trying to get a response, until they finally stopped altogether. I was literally just about to sign up for a paid account when this all happened. I told them I was going to go to their competition, and they didn't care, they just ignored me.
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 The email drip campaign execution is simple to use and allows emails to be sent in 60-90seconds intervals which is very important when sending a big number of emails. They have a very easy to understand customization fields that allow the user to view each individual email before sending to check for any potential errors. Good integration of templates into the campaign set-up field with just a few clicks. Don't need to copy and paste. 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 I am missing SalesHandy's integration with Box. Screen sharing and live presentation process can be made easier. 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 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 I assume (I still can't be 100% sure) that if they had cared about my business, it would have worked for what I needed it to do, which was track open e-mails and clicked links.
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 Performance Due to me using the software for very long and their terrible customer service, this is why I rated them low. I did notice that when sending e-mails it does take a while for the e-mail to go through, but then the e-mail hits the inbox very quickly. Also, their site and live chat did have problems. I mentioned this to them and they eventually fixed the live chat, but then they ignored the site issues I had which is when I opened two tabs, one tab would show one thing, and the other tab an entirely different thing within my account. It was very confusing and wasted my time trying to figure out if what I had done actually saved.
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 I'm now searching for an alternative to SalesHandy
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 Lead generation increased Sales Engagement saves a lot time 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