Zoho Creator is must have in your Zoho toolbox
Rating: 10 out of 10
September 27, 2022
Verified User
Vetted Review
Verified User
5 years of experience
Zoho Creator is a wonderful app and a program we use to manage data heavy components of our business. Creator is a great complement to Zoho CRM, where we manage most of our customers. The ability for Zoho Creator to talk to or syn with the Zoho CRM is what makes this tool so valuable. Part of our business includes entering and storing a lot of data. Once entered we use this data to generate intuitive reports and dashboards to give us insights in to this part of our business.
- The ease of creating data collecting forms. Anything from creating a form to import all your old excel documents to creating a mobile on-site application where you can input data directly into the app. For a company like us this can help to eliminate the pen and paper approach to recording data.
- Reporting features are excellent. Slicing and dicing the data from your forms to create any report is possible. Think of it has filters on steroids. The ability to combine data from different forms is a huge plus.
- Dashboards! Zoho Creator has so much depth to it that it's easy for one to get lost if they are not as familiar with Creator, for example an exuctive or decision making manager. This is where dashboards come in. Admins can build intuitive and smart dashboards that combine all the relevant KPI's that a manager needs to see.
96.66666666666666%
9.7
- With using Zoho Creator we are able to build apps that we may otherwise pay a pretty penny for. We may risk some features we could get from a 3rd party app but the fact that the data we do collect can easily syn with our CRM and Accounting systems makes up for this.
- Negatively speaking, it takes time to fine tune and really craft your application. I am not a coder, nor do I have a coding background, so patience is key as you design and build out your application.
I've looked into this app but never really considered using it. Zoho Creator has met and exceeded all our expectations as a database management app there's been no need to stack it up against others.
5
Sales, Finance, Operations
1
Just a self taught Zoho enthusiast who enjoys the operational efficiencies that the Zoho platform provides.
- Data repository
- Workflow/Integration with Zoho Books
- Process orders and again integrate with Zoho Finance
- For IT device management
- To create automated alerts when monthly customer data is off by +-10% of expected value
- To run March Madness Poll each year
- Integrate with 3rd party APIs
- Create/integrate customer portals
- Continue to enhance the apps we already use with Zoho feature releases
No
- Product Usability
We needed an application we had full control over, was easy to use, and kept all the data we needed organized and accessible for our team. This was easily possible with Zoho Creator.
Wouldn't change a thing. Maybe I would've dug deeper into some of the Zoho Creator competitors to see what was possible with those apps, but since we have always been a Zoho CRM customer the built-in integration made Zoho Creator the easy choice.
- Implemented in-house
Yes
Only because we have used Creator for awhile and as our business grows and becomes smarter our apps need to also adapt to reflect our current business workflow.
Change management was a small part of the implementation and was well-handled
Not much to say about this. Our apps have evolved with our growth, but our original needs have not changed much.
- Lack of deluge knowledge
- User permissions
No, I can't say I even knew this was an option?
Many times. They've assisted me with deluge functions on a couple occasions where I was able to immediately release new features of our internal apps to our team, all thanks to Zoho support staff!
- Creating forms
- Creating reports
- Creating workflows
- Setting user permissions (for Zoho One users)
- Creating record summaries/templates
- Sharing applications
Yes
Honestly, not quite as smooth as the desktop version but I think that is common. Overall we are satisfied with the mobile app