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Zoho CRM

Zoho CRM

Overview

What is Zoho CRM?

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project…

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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Video Reviews

4 videos

Zoho CRM Is a Seamless Transition Into Contact Management For Small Business Owner: User Review
03:47
User Review: Zoho CRM Fits The Budget While Fulfilling Company Needs
03:46
Integrations & Customizations Allow Zoho CRM to Work With Business Needs: User Review
02:30
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Pricing

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Standard

$14.00

Cloud
Per User/Per Month

Professional

$23.00

Cloud
Per User/Per Month

Enterprise

$40.00

Cloud
Per User/Per Month

Entry-level set up fee?

  • $14 /user/month
    Optional
For the latest information on pricing, visithttps://www.zoho.com/crm/zohocrm…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $14 per month
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Product Demos

Guided Tour | Zoho CRM Overview

www.zoho.com
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.8
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.3
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.9
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.9
Avg 7.7

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.8
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.3
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.9
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.7
Avg 7.2

Platform

7.7
Avg 7.5
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Product Details

What is Zoho CRM?

Zoho CRM supports enterprises as they build better customer relationships and improve retention. It empowers a global network of over 250,000 businesses of all sizes in 180 countries to convert more leads, engage with customers, and grow their revenue.

Adding even more value and innovation, the recently announced Canvas feature in the product enables users to create a personalized instance that meets their specific requirements and preferences. This is a recognition that the CRM solution in any enterprise must remain diverse and flexible as the customers it serves.

Zoho CRM clients have seen:
● 26% Improvement in customer retention rates
● 47% Increase in purchase volume with nurtured leads
● 40% Decrease in the cost of customer service
● 47% Increase in customer satisfaction rates
● 23% Decrease in sales and marketing costs

Zoho CRM helps reps reach decision makers who matter, to shorten long enterprise buying cycles and build strong customer relationships that withstand unexpected disruptions.

More information is available at zoho.com/enterprise

Zoho CRM Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social data
  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation
  • Supported: Compensation management

Platform Features

  • Supported: Mobile access

Zoho CRM Screenshots

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.

Zoho CRM Video

Customer Story: Zoho CRM Helps CG Arena

Zoho CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesAsia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States
Supported LanguagesEnglish (US), English (UK), Hebrew, French, German, Spanish, Italian, Japanese, Korean, Portuguese (Portugal), Portuguese (Brazil), Russian, Swedish, Bulgarian, Chinese (China), Chinese (Taiwan), Danish, Dutch, Polish, Hungarian, Turkish, Vietnamese, Hindi, Croatian, Czech

Frequently Asked Questions

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.

Zoho CRM starts at $14.

Pipedrive, HubSpot CRM, and Insightly are common alternatives for Zoho CRM.

Reviewers rate Single sign-on capability highest, with a score of 8.4.

The most common users of Zoho CRM are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(961)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Contact Organization: Many users have praised Zoho CRM for its effective organization of contact information, which allows for easy access and management. They appreciate how the platform keeps their contacts in order and simplifies interactions. Customization Options: The customization feature in Zoho CRM is highly valued by users, enabling them to tailor the platform to suit their specific business needs. This flexibility in customization has garnered positive feedback from a significant number of reviewers. Integration Capabilities: Users highlight the seamless integration capabilities of Zoho CRM with other Zoho products, enhancing workflow efficiency and data sharing. This feature has been commended by numerous users for its contribution to improved productivity and collaboration.

Design and Layout Criticism: Users have consistently found the design and layout of Zoho CRM lacking in comparison to other similar tools, with many expressing disappointment in its features. User Management Shortcomings: Reviewers have pointed out shortcomings in user management capabilities, especially regarding roles and profiles implementation, stating that they do not meet their needs satisfactorily. Integration Limitations: Some users have criticized Zoho CRM for inadequate integration capabilities with other solutions for data sharing, limiting the overall utility of the software. Limited Reporting Capabilities: Users have expressed dissatisfaction with the reporting dashboard, stating it is limited compared to competitors like HubSpot. Many reviewers have highlighted a desire for more advanced reporting and analytics features to enhance their data analysis capabilities within the platform.

Reviews

(1-25 of 310)
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Optimizing Customer Engagement & Business Efficiency with Zoho CRM - A Balanced Perspective

Rating: 7 out of 10
October 02, 2024
AJ
Vetted Review
Verified User
Zoho CRM
3 years of experience
In our organisaton we use Zoho CRM to streamline the process of sales from lead generation to closure, customer interaction records and support. It helps us capture the leads from various sources where we run our ads like facebook, quora, nextdoor and other campaigns, while also automating follow up process.

The key business problems it addresses are lead management with all the details and timeline, sales funnel visibility with pipeline, automation through workflows and ofcourse customized reports. This covers scope of our use case from lead generation to nurture to sales and relationship, support for better business outcomes.
  • Lead Management with Timeline
  • Sales Funnel Visibility & Pipeline
  • Automation via work flows
  • Reporting & Analytics
WELL SUITED - Lead management for multi-channel campaigns, Sales funnel and pipeline tracking, automation of repetitive tasks, detailed and customized reporting and analytics. For a company of our size, it offers enough flexibility and features to handle various customer management tasks.

LESS APPROPRIATE - I believe it has errors in managing large volumes of data, erorrs when migrating from their old version apps to newer versions, support is slow, integration with external tools

Powerful CRM tool with lots of customization options, integrations, and regular updates.

Rating: 9 out of 10
September 30, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
9 years of experience
Zoho is being utilized across our entire organization.
  • Forms.
  • Customer relationship management.
  • Desk.
Ability to customize is very high which lets you tailor the CRM to your individual organizations. Also lots of functionality and integration options. Wish it was a bit more integrated with the other Zoho applications.

looking for an cost effective CRM.

Rating: 8 out of 10
August 25, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
4 years of experience
Zoho CRM is designed to tackle various business challenges primarily related to sales and marketing. Some points are 1. Inefficient sales processes: Manual data entry, lack of visibility into sales pipelines, poor lead management, and inconsistent sales forecasting. 2. Limited marketing effectiveness: Inefficient lead generation, poor campaign tracking, and inability to measure marketing ROI. Data management challenges: Data inconsistencies, lack of data accessibility, and difficulty in generating reports and insights.
  • Sales Force Automation: Managing sales pipelines, tracking deals, forecasting sales, and automating sales processes.
  • Sales and Marketing Collaboration: Improving communication and collaboration between sales and marketing teams.
  • Marketing Automation: Generating leads, nurturing leads, and measuring marketing campaign effectiveness.
Zoho CRM is an industry agnostic and works well with the Small to Enterprise industry.

Why Zoho CRM?

Rating: 10 out of 10
August 23, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
A CRM module is a must for small usage and at the initial stage of any business. Manual tracking or keeping Excel up to date can also be a little troublesome, which is where Zoho comes in handy. Their free version and limited access for up to 3 users really help users understand the software and get going.
  • Customer data.
  • Helpdesk
  • Invoicing
This is very useful and handy software for initial use and sometimes later on. Its low price and rich features make it one of the most suitable software for small and midsize organizations. Customer management and tracking make your daily tasks easier.

Zoho CRM integrates with all your platforms seamlessly

Rating: 8 out of 10
August 21, 2024
JU
Vetted Review
Verified User
Zoho CRM
2 years of experience
We used Zoho CRM as our database for customer interactions and upcoming tasks for construction projects. Zoho CRM has allowed us to work remotely when it is needed most. There are hundreds of apps that can integrate to work with Zoho CRM- which is really helpful. The customization of dashboards is really neat because it allows the individual user to focus on what is most important to them.
  • Works with other programs seamlessly
  • easy customization
  • gives real time updates
  • can run analytical reports
Zoho CRM allows users from anywhere to get real-time updates on projects they are associated with. From the sales rep to the operations manager - you can see where the project is at in the process at any time. The biggest problem I have had is customer support. You have to pay to talk to someone outside regular business hours.

Zoho CRM! Unique software worth exploring!

Rating: 10 out of 10
August 21, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
3 years of experience
I used Zoho CRM while working with SustainCERT. It is an excellent, user-friendly, easy-to-use, unique, novel, efficient, multifaceted/multi-diversified software program/platform with great/excellent features for managing office tasks, works, activities, and assignments, including the names of the respective persons involved/engaged, progress/development, overall status, targets/deadlines, etc.
  • tasks management
  • work / activities management
  • status tracking of progress / development
  • Name of the concerned person(s) involve/engaged with the activities
  • managing office work / activities / program and digital tracking
Great Software! Awesome features!

Zoho CRM has what you need from A - Zoho

Rating: 10 out of 10
August 17, 2024
SL
Vetted Review
Verified User
Zoho CRM
4 years of experience
As a promotional products dealer, we use Zoho CRM to track leads and conversions to accounts, and potentials as they travel down the pipeline in various stages until we quote a client. And then once a client signs off we use Zoho CRM for sales orders and purchase orders to track the clients order and provide updates as to it status. I have virtual assistants working with me and they both have access to various stages in the process based on their specific roles. And we all have access to client and vendor info to use in performing our specific duties. I've used other CRMs in the past and definitely feel that Zoho has it down to a functional app. What I love most is the use of merge letters and emails as we use those many many times on a daily basis. We value Zoho so much that we subscribed to Zoho One the all inclusive suite of apps to run our business. Zoho continues to outperform all others with the introduction of new features and updates making their system superior yet still extremely affordable.
  • Tracks interactions with clients.
  • Allows anyone on your team who you've provided access permissions to the ability to share the same info.
  • A trusted source for your CRM data that you can access from anywhere in the world via your computer, laptop, tablet, or smartphone.
  • Integrates across the board with the full suite of other Zoho products
  • Easy to use yet full customizable.
I generally tell people because of the various suites of apps that Zoho has to offer, it's a great service as you can grow and expand as you need some of the other modules and they all integrate seamlessly together. And if someone just needs a contact manager for an uber basic contact list, Zoho has an app for that as well that can be upgraded to a more feature rich service later when needed. There is a free trial but my advice to anyone who wishes to truly incorporate Zoho CRM or the full suite of Zoho One into their business to work with a certified Zoho Partner who can customize Zoho CRM so you can onboard yourself and staff much more quickly based on how your currently operate your business. While Zoho is not as widely known as SalesForce or even Hubspot, it is simply a superior product for any size business.

Zoho CRM is a No-Brainer!

Rating: 10 out of 10
August 16, 2024
HP
Vetted Review
Verified User
Zoho CRM
8 years of experience
We use Zoho CRM for contact acquisition and tabulation. All leads are inputed through Zoho CRM until they are closed. We try to cipher through call backs and email communication until all leads are converted.
  • Leads can be merged really well to enhance any duplicates.
  • Accounts can be created to simplify categories leads belong to.
  • CRM works very well for our purposes for leaving associated NOTES for new Leads and Contacts.
  • Attachments of pdf files can insure more files are linked to leads and contacts
  • Emails are good for up to two parties
Some leads need TLC until they are closed. We always feel it is best to hone a customer-to-be by amassing as much info@gaincontact.com as possible building a NOTES profile…. Nothing less suffices.

Give Zoho CRM a try, you won't be disappointed!

Rating: 10 out of 10
August 15, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
5 years of experience
We use Zoho CRM to keep current clients up to date and for sales with leads. The system works great for keeping sales and marketing on the same page for existing clients and leads. Zoho CRM allows for team work between our departments and have caused us to work together efficiently.
  • Zoho CRM helps us to keep our clients in the loop with email communication
  • Zoho CRM helps us to stay on top of client needs
  • Zoho CRM helps up with the sales cycle with our leads
When I run into issues, Zoho Support is always there and always helpful. I always feel confident that any issues I have will be resolved quickly. After getting in touch with support, they always stay on top of the issues, and are very quick to address any outstanding issues.

Zoho CRM - A fantastic CRM for growing teams.

Rating: 10 out of 10
August 15, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
We have been using Zoho CRM for over a year now. It is used for Customer/sales-related information. It has excellent automation tools built in and does a great job generating reports of our users' activities for us to review. It also integrates into our website and can import data from our primary contact form. They also have a great support team.
  • 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.
It's perfect for a small or mid-sized team that needs moderate automation and customization. Their pricing, in particular, suits a small or mid-sized team better than something like Hubspot. They also offer a comprehensive free trial, which I recommend people look into. On the other hand, if your team is large or your budget for a CRM is more significant, I would also recommend looking into Hubspot; it's what we used before we moved to Zoho.

Try Zoho for ease of use and ease of reporting

Rating: 8 out of 10
August 12, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
We use Zoho to track all of our potential opportunities through the entire business process. It's invaluable for keeping track of each opportunity and where it is in the process. We also run reports several times a week to inform coworkers about new opportunities and leads, as well as updates to existing records, so they can make better business decisions.
  • Tracks records through business lifecycle
  • It's easy to create, run, and export reports
  • Fairly easy to redesign and customize
Zoho is very well suited for tracking opportunities, leads, sales, etc through the entire lifecycle. The ribbon at the top makes it super easy to see where in the process something is and to update it. Reports are very easy to create and update. I had no experience with Zoho before I started at this position less than a year ago, and I easily learned to enter records, create reports, and even redesign layouts.

A great value for money

Rating: 7 out of 10
August 06, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
Zoho CRM is one of the best CRM tools out there. I have personally used a fair few other CRM applications but this one just stands out of the crowd. Zoho CRM helps us in streamlining our business, from all the lead management to exporting data into other applications for more analysis. It has a steep learning curve and does take a while to get quick with it but it is worth it
  • Keeps track of my chats so I don't forget to follow up
  • Has attractive pricing, better than the competition
  • Easy to learn and use
It is well suited for any business customer relationship management work. I would highly recommend it for small businesses with low budgets. They offer high discounts as well and you can find coupons available.
It is a great sales management tool that can also be used for forecasting and analysis.

Zoho CRM Provided Automation & Efficiencies For Our Teams

Rating: 10 out of 10
August 06, 2024
MW
Vetted Review
Verified User
Zoho CRM
4 years of experience
We use Zoho CRM to aggregate reporting data from our email platform as well as our website. This data is viewed daily by our teams in a single Dashboard. This information is vital to our business decisions. Zoho CRM has made this easy for us to deploy, edit, and view.
  • Aggregates data
  • Creates easy to read reporting that everyone can understand
  • Retrieve data from multiple sources
  • See our data in real-time
If you have data, this is the product for you. You can use their built in tools to retrieve data from so many different sources from a simple excel sheet, to Google docs, to other CRM's. If you have teams and need to share your data this is the product for you. If you need to quickly aggregate data and manipulate reports, this product will suit you well.

Alright for basic CRM functions

Rating: 5 out of 10
August 05, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
We use Zoho CRM as our lead management tool. The call center mainly uses this to contact leads and manage the sales journey. We have it flow in from our ads, website, and from calls.
  • It easily connected to our other systems such as our website and ads.
I think if they are good for people who need some lead management. I think it's a good idea but it's not the most user friendly and the red-robin feature is not easy to create for a call center if you want clients to go into a certain queue.

Zoho CRM review

Rating: 9 out of 10
August 01, 2024
MW
Vetted Review
Verified User
Zoho CRM
8 years of experience
We are using Zoho CRM for users and it keeps the data updated with Contacts, Leads, Potentials, Emails from CRM, Reminders for future dates, tasks to handle on daily basis and we are able manage our sales pipeline by converting leads into potentials and win percentage on potentials enables us to make financial decisions.
  • Zoho CRM keeps the data in place for the users.
  • We are able to see reports, the progress reports, leads/potentials to work on on priority.
  • A great option get rid of Spreadsheets to manage customers' data.
Zoho CRM is ideal for Services Sector but other sectors can also benefit from it with its wide range of packages and related services.

Zoho CRM allows us to add users, assign them roles, managing their performance, increase sales by using push technique and its easy to integrate with other Zoho Products.

Comprehensive SaaS CRM

Rating: 7 out of 10
July 30, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
We are using Zoho from Sales to Project Management but mainly capitalising on the sales pipeline.
  • Zoho offers many standard collaboration options that would often be offered only by 3rd party plugins etc.
  • Sales communication is robust and with a low learning curve.
  • Report on sales is very comprehensive yet simple.
Zoho seems great for medium size business but not for teams greater than 50 users. However, this greatly depends on the particular business model.

Great start but falls away as you want more

Rating: 6 out of 10
July 29, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
3 years of experience
Zoho CRM is currently used to help coordinate our service sales processes, from marketing through deal creation and onto the eventual sale. It is also planned to incorporate our accounting processes to give a "cradle to grave" service for our sales and finance teams. We also run a small e-retail store that uses the CRM add-on Zoho Inventory for its own product sales and inventory management.
  • Basic Sales Process
  • Regular updates
  • It's relatively open to user suggestions
  • Generally customisable
For a small to medium enterprise business, Zoho works pretty well out of the box without the need for much customization. As you expand your usage of Zoho, it becomes a little more difficult to customize to fit your business but the team at Zoho is generally welcoming of ideas for improvements.

Great product!

Rating: 7 out of 10
July 29, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
1 year of experience
We currently use it to store customer data like addresses, contact info, meeting notes, etc. We are trying to create a way to run reports for all of our customers and do data analytics.
  • Does a great job of tracking numbers.
  • Makes all reports easily customizable.
  • Easy to re-assign and assign support tickets.
Any scenario where there is a wide customer base would help for general tracking purposes.

Strong CRM to Get Sales Started

Rating: 7 out of 10
July 26, 2024
This is the central tool for our equipment and sales related, leads, and contacts. It is directly integrated with our multimarket marketplace. In fact, Zoho CRM has and offers a lot of integrations and links to many other platforms and environments from the start.
As CRM it provides all needed functionality for various teams and can help building sales funnel from the start with intuitive UX/UI, mobile apps, and rich module customization.
  • Zoho Suite Live Integration
  • Layers of functionalities and utilities
  • Custom modules and permissions
  • Ready made API solutions and other Integrations
  • Automation and Workflows
If Zoho CRM matches your philosophy of business and the way you want to organize your sales, go for it!
Zoho CRM is quite unique with its set of features and it can become hard to customize it to too specific needs or languages. However, if Zoho CRM matches needs from the start I would suggest not to remake it.

Zoho CRM- For Everybody

Rating: 8 out of 10
July 05, 2024
SS
Vetted Review
Verified User
Zoho CRM
5 years of experience
We use Zoho CRM as our source of truth. It is where all out customer data is inputted. Zoho CRM helps us solve the problem of consolidation of data into one central unified system where we can see all interactions by uses related to that specific client. Our use case is IT service management as Zoho CRM works well for this.
  • Unified Pane of Glass
  • Simplifies Data consolidated
  • Has a great mobile app
When we prospect, Zoho CRM can intergrate with 3rd party software so that makes it awesome and saves time.It also had good enrichment.

Less appropriate - certain B2B lead data providers need zapier migrate data

For easy Client and Prospect Management, Zoho CRM pays for itself on the 1st use!

Rating: 9 out of 10
July 01, 2024
GR
Vetted Review
Verified User
Zoho CRM
7 years of experience
Zoho CRM is used by my pilgrimage marketing team to contact priests and religious leaders to investigate pilgrimage opportunities
  • It allows me to tailor numerous fields to our own nomenclature
  • It allows an easy look up of priests and religious leaders we are managing
  • It allows an intuitive way to follow up during the promotion phase of each pilgrimage
Small businesses not familiar with CRM processes, small sales or small marketing teams.
Larger organizations may find the "enterprise" products more suitable

We LOVE Zoho CRM!

Rating: 10 out of 10
June 17, 2024
Verified User
Vetted Review
Verified User
Zoho CRM
2 years of experience
Zoho CRM is being used by our sales office in the USA as well as foreign offices. It gives us a central location to enter all products once they have been released by engineering. And then [the products] can be added to the price books for the foreign offices at the rate they would like to sell the products so that the conversion rate to their currency does not need to be calculated for every order. It also allows us to better track and organize our orders and total sales globally. When the prices increase, we can utilize excel to update the prices and bulk import all the new prices as well as the price books instead of touching every record multiple times to accommodate all the offices and currencies.
  • Import bulk records.
  • Custom workflows can be set up to email persons within the company when a task needs to be done once a trigger action has occurred.
  • Customize modules and layouts to suit your specific business needs.
Zoho CRM is very well suited if you have a large amount of products you sell within one business system. It is less appropriate if you have two business systems (say Zoho and an older outdated program), one being utilized by sales & the other by manufacturing, that are not both willing to update to the same platform. This creates a lot of extra work because details have to be entered in[to] both programs, and the two programs will not communicate with each other.

Zoho CRM

Rating: 10 out of 10
June 05, 2024
DK
Vetted Review
Verified User
Zoho CRM
2 years of experience
I will create a lead in Zoho CRM like what we collected and we use it for follow-up activities like calls, Meetings and also email when to send and follow-up without missing any lead . Using this we can easily allocate the lead for sales team without any miss we can regularly follow-up
  • We can Maintain the promising lead
  • We can Regularly make Follow-up of Lead about Meeting and Calls everything
  • We can Easily check Which lead can Won the project for company also we can Delete Unwanted Lead
  • Also create a Report for Regular Work
Zoho CRM its very useful for my Job(Lead Generation Executive) for Collecting Lead and Update in CRM also allocate Sales Team to Call also i will Follow the Activity like Meetings Follow-up and remind them

One of the best and flexible CRM specially for marketing campaigns management.

Rating: 8 out of 10
May 29, 2024
NB
Vetted Review
Verified User
Zoho CRM
2 years of experience
We use ZOHO CRM for multiple purposes, mainly:-
1. Project Management : We use it as collaborative tool for team, assign work here and keep track of progress and all other normal features.
2. Marketing; lead management: We use to keep tracks of both digital and physical marketing campaigns, ROI of campaign and other related use cases.
  • It is good tool for quick setup of work distribution system
  • It tracks and calculate ROI of campaigns very well
  • It has vast ecosystem and connection with outside apps makes it much more powerfull
  • It provide free credits to startups.
Is very powerfull marketing campiagn tracking tool if you integrate it properly with outside apps. I am using it with Mailchimp, Google Ads and survey monkey to get full insights. As mentioned earlier, Zoho CRM teal collaboration tool, it is not meant for Agile management so not suitable for sprints etc. Please note Zoho provides free credit to startups.
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