Springbot vs. Zoho CRM

Well Suited For:

• Small businesses with small marketing teams.
• Shopify Customers.
• Small businesses that want more reporting/segmented lists.
• Businesses that are upgrading from a service like Constant Contact or Mailchimp.

Less appropriate

• Customer who are currently using Klaviyo.
• Business who do not have a Shopify website.

Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.

Incentivized

• The demographic data was great. I could see how many males vs. females, ages, income, married, with or without children. It gave me a good idea of who my customers were.
• Using their tracking URLs in all of our campaigns allowed us to get a better idea of what exactly was driving revenue.
• Not only could I see top performing products, which I can do within Magento, I could also see top selling categories and colors.
• I can pull a Coupon Usage report our of Magento, but Springbot gave me additional info like AOV and ROI on those codes.
• Springbot also gave me a lot of info about our abandoned carts. It shows us which products are most abandoned along with views, conversion rates, etc.
• Springbot gave us an Instagram Shop page that allowed us to curate social shares and then tie them to products on our site.

Incentivized

• Hooks into our website and can import data from forms.
• Has great automation tools built in.
• Reporting features are great.
• Easy to learn, makes it easy for us to onboard new users onto it.
• Fairly customizable. We have fine tuned it to work the way we need it to.

Incentivized

• After our purchase, I let spring or know that I was currently too busy to implement the system and to put things on hold. They ignored this request and kept charging us a monthly fee without using any of their systems. I have only logged in once. Nothing has been set up. They can see that from their side.
• After multiple emails back and forth their out was in the user agreement. I never asked for my money back only credit so I can regroup and when I have time get on to implant the systems. They tell me they don't do that.
• They don't care about any of the customer's needs. They only care about charging you that monthly fee. Terrible bus plan. With enough bad feedback, they will suffer from such a narrow plan.
• I wish we had actual information about the cons using the system. Unfortunately I was not given the opportunity to do unless I wanted to keep paying while not using the system.

• Need some way to switch a field type without losing the pre-existing data.
• The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
• Frustrating that only 3 custom lookup fields are allowed per module in our license.

Incentivized

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.

Incentivized

Springbot has top navigation that helps me quickly jump from emails to social, and reporting very easily.

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.

Incentivized

In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.

Incentivized

I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.

Incentivized

We have raved about Springbot's support because they always get back with us so quickly. Our rep, Jared has been phenomenal in helping us, always being available to chat with us and explaining some of the metrics with us so we can better understand. He completely handles our ads, checks on them, and lets us know when to update and why.

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

I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable

Incentivized

There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.

Incentivized

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

Incentivized

Springbit is more expensive, more complicated and delivered less.

Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.

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

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.

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

• Springbot gave us a better idea of who our customer was. We just launched in January 2015 having been B2B previously. So we weren't really sure who we were marketing to.
• I only paid $200/month for the service so I didn't waste a ton of money trying it out. They have a 30 day cancellation policy so I wasn't stuck in a year long contract.
• It was a let down because I had such high hopes of everything it would allow me to do and see with one platform. Give them a couple more years and I think they will work out the kinks.

Incentivized

• because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
• we have found a much higher customer engagement rate and ROI
• we used to "lose" customers in our makeshift process. Now, all customers are being attended to.

Incentivized