Overall Satisfaction with Zoho CRM
Zoho CRM is our company's sole keeper of all data regarding leads, deals, contacts, accounts, and other information we collect about people who reach out to our business. It helps us organize and easily filter data to see where leads are in our pipeline, what services our signed clients are receiving, and so much more.
- Organize data
- Several filters to allow you to view data in different ways
- Allows us to manage tasks
- Calendar integration is buggy
- RingCentral integration is buggy
- Social integration is a little lacking
- Allows us to keep costs down compared to other CRMs
- Provides us more reporting options
- Great UX layout
It isn't perfect as some of the integrations are a little buggy, but overall the UX for CRM is great and an excellent value.
Zoho has the ability to create custom codes/configurations, but unless you're a dedicated coder, you'll need to work with a Zoho partner to get those created. However, it does make it so CRM is custom to your business's specific needs.
Do you think Zoho CRM delivers good value for the price?
Are you happy with Zoho CRM's feature set?
Did Zoho CRM live up to sales and marketing promises?
Did implementation of Zoho CRM go as expected?
Would you buy Zoho CRM again?
Zoho CRM is great for small businesses looking for an affordable option to manage their leads and prospects. Some of the integrations can be buggy, but that may be the other apps' faults since Zoho is still a relatively small player in the CRM world. Regardless, the options and functionality within CRM is really robust and, when paired with Zoho's other apps, can provide you with a ton of insight.
Zoho CRM Feature Ratings
Using Zoho CRM
13 - Everyone in our business uses CRM, from copywriters to account managers to marketing, sales, and admin.
1 - We have one admin/IT staff person who acts as the support for CRM. She, however, typically then sends requests to Zoho support or our support partner.
Evaluating Zoho CRM and Competitors
Yes - CRM replaced Pipeline Deals because it allowed much more functionality at a more affordable price point.
- Product Features
- Product Usability
Product features gave us many more opportunities to consolidate our operations instead of being spread out across several different applications.
Zoho CRM Implementation
- Implemented in-house
- Third-party professional services
Zoho CRM Training
Configuring Zoho CRM
Yes - we have customized the interface extensively - We relied on a Zoho partner to integrate the customizations.
Yes - we have added extensive custom code - We relied on a Zoho partner to set up our custom coding.
Zoho CRM Support
Their support is very quick to respond and are always ready to hop on a screenshare to diagnose and solve problems.
Problems get solved
Kept well informed
Immediate help available
Support cares about my success
Quick Initial Response
Need to explain problems multiple times
Zoho's support comes with a Zoho One subscription. We also work with a Zoho Partner on any CRM issues we encounter. I'm not sure if we encounter many issues because the platform is buggy or we just cause a lot of issues, but we always have good experiences with our support partners whenever an issue arises.
We had an issue with the original custom code that Zoho was updating to a 2.0 version. They gave us plenty of time to find a solution, and our Zoho support partner helped us every step of the way to make sure all of our integrations were updated when the switch happened.
Using Zoho CRM
Like to use
Easy to use
Quick to learn
Feel confident using
Lots to learn