Zoho CRM Reviews

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Score 7.8 out of 101

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Reviews (1-19 of 19)

James Lochran profile photo
Score 9 out of 10
Vetted Review
Verified User
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Likelihood to Renew

9
We went through an exhaustive process doing this evaluation and in the process took the time to really understand the objectives and requirements of all groups within the organization. Now that the system is in place it needs to be used and refined over a long period to time in order to get the full value. As a result you need to consider the long-term and renewal knowing that the system will get better the more you use it.
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Raj Sekhar profile photo
November 18, 2014

Best enterprise tool

Score 8 out of 10
Vetted Review
Verified User
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Likelihood to Renew

6
Currently I am using the Conrep application which is similar to Zoho CRM but it has many more features compared to Zoho CRM. It's faster too.
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Joe Martinez profile photo
Score 9 out of 10
Vetted Review
Verified User
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Likelihood to Renew

8
Cost factors and ROI are always the driving force on adoption, implementation and retention. When and if our ERP systems are upgraded, we will see what CRM capabilities are offered and a decision will be made whether to keep Zoho or use CRM tools offered by ERP product.
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Ajay Gupta profile photo
Score 4 out of 10
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Verified User
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Likelihood to Renew

8
As stated in my earlier comments, this is an end to end tracking tool that integrates with common platforms. There is a lot of room for growth in their calendaring and integration, but it's obvious that they are working on it. For the price, I would give this a 10 on functionality. If I had to rate this on service, I would give it a 0. Their support process is embarrassing. If you have the time to muddle through the dead ends associated with a new and dynamic platform, then go ahead. If you want to get even the most basic level of support, then go somewhere else.
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Anthony Johnson, MBA profile photo
Score 7 out of 10
Vetted Review
Verified User
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Likelihood to Renew

8
I will definitely use it again for small businesses and projects. It does not appear to have quite as much integration with as many external apps as Salesforce, but it is a great option for small businesses. Admittedly I have not yet pushed it all the way to its limit in every way possible, but that has been my experience so far in using it for two different companies, and I look forward to really seeing how far it can go. The cost, ease of use, and customizability make me a big fan of Zoho CRM.
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Matt Mencke profile photo
Score 9 out of 10
Vetted Review
Verified User
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Likelihood to Renew

8
Zoho CRM has been a great tool for simple opportunity tracking and traditional sales pipeline management for me. I've especially appreciated the flexible subscription options (single user / month to month) and the simple to understand and customizable modules / fields / layouts.
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Mark Ventriglia profile photo
Score 3 out of 10
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Verified User
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Likelihood to Renew

4
It's 2013, I shouldn't be operating as though we are at the turn of the millennium. Nowadays, you get what you pay for and that's stands true with Zoho. In order to be competitive in today's market, you need tools which match today's technology. It's not by mistake that Salesforce is one of the leaders in this industry- people trust their system and it shows. When you are able to work more efficiently, internal business objectives get done faster and with more quality which allows you to spend time on the revenue generating initiatives.
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No photo available
Score 6 out of 10
Vetted Review
Verified User
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Likelihood to Renew

8
I think Zoho is a good tool for sales people that have some experience working in a CRM. As for managers, Zoho provides great information that can be analyzed to help guide new training, new strategies, and new approaches to help grow the business. Furthermore, Zoho provides our marketing team with great information around "deal type" and "industry" so we know where to spend our marketing dollars and who our ideal demographic can be for different campaigns.
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No photo available
December 05, 2013

Way to go Zoho!

Score 8 out of 10
Vetted Review
Verified User
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Likelihood to Renew

8
I had a very positive experience using Zoho and would definitely recommend to my future employers to evaluate it for use in their applications.
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December 05, 2013

CRM for small business

Score 8 out of 10
Vetted Review
Reseller
Review Source

Likelihood to Renew

7
Although Zoho CRM is a great program, they need to offer more educational and supportive info for entry level new users.
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Feature Scorecard Summary

Customer data management / contact management (46)
8.8
Workflow management (43)
8.7
Territory management (32)
8.4
Opportunity management (42)
8.7
Integration with email client (e.g., Outlook or Gmail) (38)
7.8
Contract management (29)
8.4
Quote & order management (34)
8.2
Interaction tracking (43)
9.1
Channel / partner relationship management (30)
8.6
Case management (33)
8.0
Call center management (30)
8.0
Help desk management (32)
8.0
Lead management (44)
8.7
Email marketing (35)
8.4
Task management (39)
8.7
Billing and invoicing management (30)
8.2
Reporting (31)
8.5
Forecasting (37)
8.8
Pipeline visualization (38)
8.7
Customizable reports (40)
8.7
Custom fields (43)
8.2
Custom objects (34)
8.2
Scripting environment (29)
8.8
API for custom integration (31)
8.3
Single sign-on capability (35)
9.2
Role-based user permissions (37)
9.0
Social data (33)
8.0
Social engagement (34)
8.1
Marketing automation (33)
8.2
Compensation management (25)
8.1
Mobile access (32)
7.9

About Zoho CRM

Zoho CRM is designed to empower organizations with a complete customer relationship lifecycle management solution for managing organization-wide sales, marketing, customer support & service and inventory management in a single business system.

According to the vendor, Zoho CRM's sales force automation solution helps users track leads, prospects, business opportunities and close more deals in less time. Additionally, the vendor says users can effectively use the existing customer data for future up-selling and cross-selling opportunities.

With Zoho CRM marketing automation, users can plan marketing activities with the goal of improving the quality of the lead generation process. Additionally, users can measure the performance and effectiveness (ROI) of campaigns.

Zoho CRM's Cases and Solutions functionality empowers users to streamline the organization-wide customer support process, so they can enable a better integration between sales and customer support processes in a single system.

Zoho CRM Inventory Management aims to help users achieve seamless integration between pre-sales and post-sales activities in a single application. In addition, users can also track procurement of goods or services from a preferred list of vendors.

Zoho CRM Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management
Customer Service & Support Features
Has featureCase management
Has featureCall center management
Has featureHelp desk management
Marketing Automation Features
Has featureLead management
Has featureEmail marketing
CRM Project Management Features
Has featureTask management
Has featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Has featureSocial data
Has featureSocial engagement
Integrations with 3rd-party Software Features
Has featureMarketing automation
Has featureCompensation management
Platform Features
Has featureMobile access

Zoho CRM Screenshots

Zoho CRM Integrations

Zoho CRM Competitors

Pipedrive, HubSpot CRM, Insightly, SAP Digital CRM, SugarCRM, Vtiger, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)

Pricing

Has featureFree Trial Available?Yes
Has featureFree or Freemium Version Available?Yes
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Optional
EditionPricing DetailsTerms
Standard$12per user, per month
Professional$20per user, per month
Enterprise$35per user, per month

Zoho CRM Support Options

 Paid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase

Zoho CRM Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android
Supported Countries:Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States
Supported Languages: English (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