Zoho CRM Plus

There is a learning curve for sure and the onboarding process seems to be getting better and better. Once users are familiar with one Zoho app it's easier for them to pick up and learn other Zoho apps.

I personally started off as a CRM novice. But in a matter of 2 months, I was writing my own custom workflows, playing with modules and fields, and training my sales and operations teams to manage leads and accounts. Simply put, the system is intuitive after a brief introduction. The level of customization is staggering until you change your mindset. Zoho CRM Plus excels where you're able to attack your goals as problems already solved in the platform — you just need to locate the feature to make what you want to happen... happen! I equate it to the Adobe Creative Suite. You don't pick the fun filter before you lay out what exactly you want to draw. With that mindset intact, you can dial in the system to meet your and your team's needs based on your proposed SOLUTIONS, not just leaning heavily into a single feature to "force" some ROI.

The naming convention of different tabs in functions is not intuitive at first but over time you begin to understand the structure. I would like to see better walk-throughs and demos for industry-use cases. I feel like I had to conform to the Zoho way of tracking CRM data versus being able to create a solution that works perfectly for my business. There are probably resources out there already but more upfront training/help from account reps with setup could go a long way.

Very easy and intuitive to use, especially for a new CRM user/business.

One of the easiest and most intuitive UI experiences of any business app I've ever used.

As responded before, we remain hopeful about Zoho CRM Plus but frustrated as to where we currently are in the set and implementation

Zoho CRM needs to integrate/work consistently with Outlook and right now it does not!

From a usability point of view, Zoho CRM Plus is a very useful tool.

It works great once setup, but can sometimes be challenging to setup and implement without reaching out to support.

Deluge scripting is difficult. Wish there were easier methods of advanced customization besides scripting and functions.

It's pretty straight-forward to use for an end-user. Sales staff told me they are very used to what they know from Salesforce and CRM tools. As an admin it takes a bit of time read, watch tutorials but I guess that's normal given the extensive functionalities. It's very well documented which makes it a good choice.

It is very user friendly and intuitive.

Once we learned the foundations and started to “think” like Zoho CRM Plus, we find it very easy and usable.

Most of the apps we are using which are available in Zoho CRM Pus

It does need some setup, I advise getting someone to assist you if you are not savvy with this kind of thing.

Fully customizable based off how you run your business. There is no other choice when it comes to CRM systems.

I would almost give Zoho a 10, but there's never been a perfect product, so rating a 9 will keep them on their toes.

Any system needs commitment from its users. Zoho is relatively easy to use and also very customizable making it user friendly and therefore not something users would shy away from using