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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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Recent Reviews

Zoho CRM

9 out of 10
February 07, 2024
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 …
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We LOVE Zoho CRM!

9 out of 10
January 12, 2024
Incentivized
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 …
Continue reading
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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

Popular Features

View all 31 features
  • Custom fields (260)
    8.4
    84%
  • Customer data management / contact management (263)
    8.4
    84%
  • Lead management (245)
    8.3
    83%
  • Workflow management (250)
    8.0
    80%

Reviewer Pros & Cons

View all pros & cons

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

View all pricing

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.

7.9
Avg 7.7

Customer Service & Support

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

7.1
Avg 7.5

Marketing Automation

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

8.2
Avg 7.5

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 7.6

Customization

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

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.

8.6
Avg 8.3

Social CRM

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

8.2
Avg 7.2

Integrations with 3rd-party Software

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

7.6
Avg 7.1

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 Role-based user permissions highest, with a score of 8.7.

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

View all alternatives
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Reviews and Ratings

(929)

Attribute Ratings

Reviews

(1-25 of 201)
Companies can't remove reviews or game the system. Here's why
Ahmad Anggi Hakim | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Sales, marketing, and business development are the departments that use Zoho, previously we use HubSpot. Every department has its own objective using Zoho, for example, in sales, Zoho helps me organize my contacts by filtering them into some categories and helps me to do the sales process from prospecting to after-sales. The good thing about Zoho for me right now. I have unlimited contacts slots and I can send mass email 1000 emails per day, Zoho functions itself more or less similar to HubSpot but I can the UX is quite more complicated, most of the steps started from setting up
  • Contacts management
  • User Interface
  • Variety of function
  • User Experience
  • Mass email , is it possible to sent directly from my inbox ?
  • The dashboard activity leader board to keep us motivated
The pros: price-wise, is comparatively cheaper wide function variety user interface the cons: The user experience ( the step by step on using every function )
February 07, 2024

Zoho CRM

Dinesh Kumar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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
  • I think Zoho need Reduce Pricing Little bit is good for regular users
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
January 12, 2024

We LOVE Zoho CRM!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Some of the reporting features could use a little more flexibility to allow more filtering options within the report without creating multiple reports for each salesperson.
  • The ability to download unlimited back ups at any time without additional fees.
  • The use of Zoho Sheet within ALL modules.
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Zoho CRM is used by our Sales team, both internal and external, to track contacts and communications to and from customers and potential customers. We heavily utilize the Leads and Deals and also use it for quoting.

Prior to Zoho CRM, it was a challenge to keep our global sales force on target since they all had their own tools. Now that we have implemented CRM, it has helped us as a team and improved our focus.
  • Zoho CRM does a good job with handling leads and then passing on those leads to the appropriate team.
  • Zoho CRM allows us to specify multiple price lists so it makes quoting more efficient since the whole company uses the same tool and it accounts for differences in geolocation and customer type.
  • The tracking of potential sales opportunities using Zoho CRM's Deals module provides the sales team the ability to estimate the likelihood of closing the sale and also provides a visual way to see the deals for the region or company. This gives us better tools for forecasting.
  • Zoho CRM does not give us the granularity we desire for restricting access or segmenting accounts to territories or sales reps. While we can easily assign accounts / Leads / contacts to a sales person, we don't have the ability to restrict others from viewing their data.
  • Zoho CRM support is not always as responsive as we wish them to be.
  • Lack of license granularity. There are some areas where the number of templates or other licensed items are less than we desire, but there is no option to increase this without moving to the next license level, which we do not want to do.
CRM is full of features and is comparably cost effective for what is provided. Even at the mid tier levels, we get the ability to set up automation rules which increases efficiency for us.

Zoho CRM is robust and customizable, but for extremely complex enterprise scenarios with highly specialized needs or intricate workflows, organizations might find that more extensive and specialized CRM solutions could be better suited. Larger enterprises with extremely intricate sales processes may require a more tailored and sophisticated solution.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use it for the entire spectrum of Pre-sales, sales, and post-sales record management. However, we use GetResponse for email marketing, although Zoho CRM does have Zoho campaigns as well. Record management includes lead entry, appointment setting, follow-ups, post-sales support records such as invoices, payment receipts, and the like. It is also our go-to for long-term customer relationship management. Zoho CRM helps us keep a close eye on tele-caller activity and empowers them to schedule such in a very organized way.
  • Customer record management
  • Sales management
  • Salesforce monitoring
  • Automatic generation of customer web details such as social media activity, etc.
  • Downloading reports to Excel, etc. is still a bit archaic
  • None other for now. We love Zoho CRM
Well-suited for any business that has many customers and especially suited for B2C like ours where there is constant selling to new customers. Thus if you are a sales or marketing-driven business, one has to have this.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We used Zoho CRM for lead management, account/contact management, sales opportunity management, and a little bit of other marketing automation. It helped us move out of Excel spreadsheets into a CRM. We qualify/disqualify leads, log notes and emails, and maintain all of our sales records within the Zoho CRM. The sales pipeline is completely managed out of this new CRM
  • Sales Process Automation - Stages and workflows
  • Reporting and dashboarding
  • Lead, contact and account management
  • Data importing functionality via excel csv can be made better in terms of auto field matching
  • Self training video library can be made for easier onboarding
  • While many B2B solutions offer seamless integration with Salesforce and HubSpot, the same level of integration is not available for Zoho CRM
Well Suited

1. Leads and opportunities Management - Efficiently manage leads, track deals, and automate sales workflows
2. Workflows - Automated workflows to update dependent fields, send user notifications etc
3. Reporting and dashboarding - Custom-built reports to track the team's performance, lead quota, sales pipeline, etc

Less Appropriate

1. Mobile Access - The mobile UI is bad and difficult to use

September 12, 2023

Zoho Sales Engine

Aslin Baro | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are using Zoho CRM for sales team and also marketing team,
Our Accounts team use Zoho CRM to update the payment from the customer
Our operations team use Zoho CRM for operational requirements.
  • Adding the lead and known the source of lead
  • Stage of leads
  • Helps to send customizable mail to customer
  • Easy to create deal for the lead and the task in the Zoho CRM.
  • auto trigger for the customer follow up.
  • Dashboard view
  • Task management pop up
It is well suited for Sales and Marketing, but it helps our organization to add attachments, especially when it helps the Accounts team add an invoice in the CRM, and also add notes and description of each leads.
September 07, 2023

Zoho CRM

Score 5 out of 10
Vetted Review
Verified User
Incentivized
Contact, lead, request handling and assignmen, data crawling and product database showcase.
  • Zoho Apps
  • Additional Functionality
  • Assignment
  • Email settings and deliverability
  • Intergrations limitations and lack of apps on the marketplace
  • Too few free apps
  • Too many intergrations within the Zoho ecosystem
It is well suited when you don't have a cart or account on your website
Lisa Parshan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our company sells SERVICES. We have customers that find our website by search terms. Once a customer fills out a form on our site, it starts the process, using a CRM
1. Email response with a personal questionnaire
2. Reviewing responses
Then, the CRM really starts - if the person doesn't respond to the questionnare --> follow up
If the person answers the CRM - they start the flow of selling our services.
  • Setting up flows, based on customer responses
  • access to customer details so that campaigns can be targeted
  • contact information
  • 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
We searched different CRM platforms and noticed that ZOHO was well-priced, but some reviews said it didn't support forms well. IN our case, we already had forms on our wp site, so we did not need to use that aspect. instead, we used an integrator, so I don't have a review on that aspect of the CRM as we're not using that feature. This works for our company, so we are not using the standard automation with zoho forms.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We use Zoho for a variety of tasks like to keep our database of leads updated. Also to send emails. Mainly, we use it to as our sales pipeline. This helps us understand how many warm leads we have, how many are super interested that we can potentially close in the next quarter or so.

  • Easy to use
  • Affordable
  • Scalable
  • UI
  • Design
  • Customer Service
  • Email Marketing
If you are on a budget, Zoho is probably one of the most affordable CRMs out there.

But if you want to really scale and have a huge database, I think it's not for that.

Especially with marketing campaigns, it has tons of room for improvement.

Also, email deliverability with email marketing campaigns is an issue.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Zoho CRM is used by us to streamline our customer data. It helps us understand and analyse our day-to-day customer data. We like it especially because of how easy it is to use and how easy the learning curve is. It is also very versatile as we never had any issues incorporating and using the data across multiple applications and platform.
  • Zoho CRM has easy data base management for our data
  • Zoho CRM let's us export the data in different extensions to use with other programs
  • It's minimalistic look and easy to use interface is also a very good quality
  • It is an expensive application and could use a little offers or discounts
  • It takes time and feels generally slow and sluggish sometimes
  • The backend and setup require fairly high technical skills in order to do it.
In my case, while working as a sales operations analyst. It is one of the best tools to have in my arsenal. I don't regret learning it as it is fairly future proof and I believe it is here to stay. For any sales or buisness needs Zoho CRM is highly recommended.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Zoho allowed us to consolidate our database and marketing solutions into one ecosystem.
  • Customization
  • Features
  • Pricing
  • Automation can be complicated
  • The learning curve from other systems
  • Not the most user-friendly
It is an excellent solution for companies with a lot of data and on a tight budget.
It's less suited for companies with limited technical skills and systems understanding.
September 05, 2023

Review for Zoho CRM

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Zoho will provide the date-wise time tracking so that the client will know how many resources will work on the particular tasks. Zoho will provide information about the different reports of the different users monthly weekly as well as task-based. zoho will helpful to track the details of the different task and developer
  • Time sheet
  • project Management
  • Resource Allocation
  • Download Report in PDF Format
  • Calendar view could be betteer
Well Suited: When you want to analyze a particular task and how much time was taken by the developer then Zoho is required. Also, there should be the proper allocation of the resources in the particular project then Zoho CRM will be useful.

Less Appropriate: When there is a download of the report and automation required then Zoho is not appropriate. For example, if I want each developer report at the end of thee month on my email ID then it is not suitable
September 05, 2023

Zoho is Perfect

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Zoho CRM to organize our current deals and input all the information for that specific deal. We also use it to track the deal and see where the current stage is, from intake to closed. Zoho helped our company in being more organized with our client information and also to help other employees be able to view client information easily and answer their questions, without having to reach out to an employee in another department for answers.
  • Organization
  • Questions and Answers
  • Stage of deal
  • There have been days when Zoho has been down and it puts a stop to our work day until it is fixed
I only have experience using it in this specific field of business. I am curious if Zoho can be customized to fit other businesses and how the layout would look. For us, using it to set up a page for every current and past client is very helpful. I cant think of a scenario where it would be less appropriate
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It help the organisation to save huge number of data. It is extremely easy and time saving to find data. It gives number of options to customise and user interface is so simple and bug free.
  • Saving the huge data
  • Finding the data easily
  • Maintaining the big data and customise them
  • Adding more integrations.
  • Making the UI more simple
  • Add extra features
I always save the client details in it. It si easy to use and locate the data whenever required. There is no chance of data loss.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Zoho CRM in our business to track and forecast sales pipeline, as well as to record all contact and account information for prospects, customers, and partners. The Zoho CRN product addresses the issue that many, if not all, organizations experience data clutter. It allows us to track historically key performance indicators, in order to make sound business decisions both on a finance, sales, operations, and product front.
  • Dynamic Search
  • Module Customization
  • Template Creation
  • Role Based Access
  • Process Automation
  • No-Code Integrations - Deluge script development needed in order to do many basic CRM tasks
  • Lack of Native 3rd Party Integrations
Zoho CRM would appear to function great for basic CRM functionality. It does well in the customization of record fields and role-based access. However, for more advanced data flows or integrations with other 3rd party applications, it requires a lot of low-code data process builds. Many native integrations, that would be available in Hubspot or Salesforce, just simply isn't available for Zoho, so a lot of additional work needs to be done to integrate.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Zoho CRM in our organization to create proposals for our customers and also to manage customer accounts. Without a CRM such as Zoho CRM, we would not be able to follow up on leads and see that they close properly. Zoho CRM allows us to do this with ease.
  • Customer Follow Ups
  • Proposal making
  • Service Ticket History
  • Searching within accounts is sometimes hard.
  • Some of the features require other Zoho App products
Zoho CRM has been well suited for our needs. We find that we are able to manage a lead properly and see that we can easily create a proposal and then hand off that proposal to the end-user either by email or by hand. Its less appropriate on the technician side as there is no mobile app for the techs to use.
Score 1 out of 10
Vetted Review
Verified User
In my opinion, nothing syncs properly. In my experience when support is requested, it is simply not given. I cancelled, phoned, emailed, left reviews, asked, begged. I believe I wasted my time and money.
I believe it's expensive, clunky and No support is given. In my opinion, Zoho CRM with its plethora of apps is extremely user unfriendly. I believe It is a job in itself that does not aid business but hampers it
Nabin Poudel | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are using the Zoho CRM across our organization to manage our customers, projects, and communications in between, all from a single cloud-based platform. It offers an easy-to-use interface for managing contacts, sending automated emails and notifications, managing inventory, and implementing AI assistants to answer our customers. Its mobile apps have allowed our customers to stay in sync with our business all the time anywhere, generating more leads and deals. By implementing Zoho CRM, we have increased customer retention like never before, making our services more reliable, yielding more business revenue.
  • Easy to use cloud-based CRM.
  • Manage leads, contacts, accounts, activities, deals, and reports from a single application suite.
  • Offers a free version and paid version starting just from $14 per month.
  • Suitable for small to enterprise level businesses.
  • Zoho CRM is a software as a service product that you can't host on your private server.
  • User experience needs improvement to make it more faster to use.
Zoho CRM is well suited for managing customers and communicating with them to generate more business leads. It is a software as a service so it is not reliable where privacy is a prime concern. It is less hassle to implement and get started with Zoho CRM and comes with cheaper pricing but supports less third-party integration.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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
  • Better communication for updates
  • Published roadmaps for updates
  • Less reliance on script writing for some relatively simple customisations
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Wee use Zoho CRM for day to day sales and customer relationship Management activities. We use this for maintaining our sales pipeline and client followupas as well as customer feedback management. This has been a great tool to manage sales funnels efficiently and effectively through out our daily operations. I believe Zoho CRM is effective in maintaining sales funnels.
  • Lead Management
  • Customer Relationship Management
  • Sales funnel reporting
  • Reporting
  • Integration with lead magnets
  • Ease of New user understanding of the system.
In case of mass lead managment of companies and sales teams Zoho CRM is very effective and if used in tandem with integrated tools such as email and lead magnets can be a powerful option for any companies sales funnel realisation. This tool when used effectively brings efficiency and fluency to work.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
  • Can't create a requirement when moving a record FROM a stage, only TO
  • Can't customize extra sections at bottom of layout (Quotes, Sales Orders, Invoices, etc)
  • Not easy to review accounts by hierarchy/parent
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.
Score 8 out of 10
Vetted Review
Verified User
Our company uses Zoho CRM to store all of our retailer information - everything from inbound leads to corporate contact information to divisions to store address information to contract information and everything in between. We use it mostly to keep our teams well organized and as a communication tool at the store level. Our operations teams highly benefits from the information stored in our CRM and helps keep everyone accountable for their tasks.
  • keep our teams organized
  • communicate with our retailer partners
  • efficiently run automations in the background so our team members can focus on larger projects
  • it isn't the prettiest CRM software so could use some splash of color/more creative customization
  • we're currently unable to bulk upload attachments (like PDFs) this would be a game changer
  • weekly scheduled reports don't always get delivered to our inboxes so it would be great if the the gmail configurations were kept more up to date
though it's not the most user-friendly CRM it still gets the job done and really helps keep your company organized. they also make it easy for people to access different types of reporting
it's also helpful for setting up automations - you can link Zoho to other applications like Gmail/G-suite and Slack which helps our team get out of doing busy work to focus on larger projects that take more priority
another really cool feature is being able to connect different modules together so multiple teams can access info where they need it and helps us maintain efficiency as a entire organization
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use it heavily for allocation leads to BDRs and they do outbound calling to nurture the lead and then transfer it to BDM post qualification and track all activities from end-to-end in a sales lifecycle
  • Custom designing of flows
  • Integration with many sales related tools
  • Analytics
  • Wider integration like Salesforce
  • Better user management if having access to other Zoho apps
For me main items was bulk lead upload and assignment, then re-assignment based on sales stages and lifecycle while tracking everything in one place
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I used Zoho in reimbursing my travel expenses and requesting for office supplies. It allowed me to organize my receipts separating meals and transportation expenses helping me file and save digital copies. Submitting to the office was much easier rather than the old ways of pasting each receipt in a bond paper manually.
  • providing updates on the status of my reimbursement
  • taking digital copies of receipts using mobile phone
  • automated calculations of all expenses
  • the scanning of photos does not work when used as automatic
  • the 2 factor authentication is a nightmare when you forget your password
  • had a hard time to change my mobile number listed on my account
Zoho CRM is well suited in managing business expenses where you need to keep track of all your receipts to be submitted to the office for reimbursement. It does have challenges when you are attaching photos of your receipt. Also, when doing performance review, it is not that user friendly when it comes to navigation and approvals.
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