Zoho Reports is great, Unfortunately the rest of the Zoho Products are not...
February 22, 2016

Zoho Reports is great, Unfortunately the rest of the Zoho Products are not...

Aaron Fisher | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho Reports

We looked into Zoho Reports as a possible solution for our company as we are looking for a full featured CRM and I reviewed and tested the full suite of Zoho products.

Pros

  • Zoho Reports was one of the strongest features of the Zoho CRM suite and was a large reason why we were looking at Zoho overall.
  • Very easy to use pre-built templates.
  • Was able to understand how to utilize the tool without "reading the instructions" initially.

Cons

  • This is more of a problem with the Zoho suite overall. When you look at a product like Zoho you expect all the different modules to interact with each other and integrate extremely well. However the different Zoho modules are similar to Salesforce plugins in that they all integrate into the CRM but don't necessarily integrate with each other.
  • Unable to create instant, live updating reports from Zoho Projects in Zoho reports. The reports have to be generated manually and the integration is just not done well.
  • The customer service I received while using Zoho was the worst customer service I received from all the CRMs reviewed. While it wasn't bad customer service (compared to the cable company) it was the lowest quality of all the enterprise level CRMs.
  • The Zoho Suite overall is very well suited for a small business but doesn't have the capabilities to properly support an enterprise level company.
Zoho Reports was probably the best reporting suite between the similar products mentioned above but the lack of integration and proper support within the other Zoho products made it unusable.
This wasn't utilized outside of using other Zoho products as the data source and that functionality, which should have been extremely strong being that all products are under the same umbrella was ultimately the reason we did not move forward with Zoho.
This wasn't really utiliized.
Zoho Reports is great for small to medium sized business (and so is the price point) but just doesn't contain the level of functionality that an large enterprise needs.

Zoho Analytics Feature Ratings

Pixel Perfect reports
5
Customizable dashboards
6
Drill-down analysis
10
Formatting capabilities
8
Report sharing and collaboration
5
Publish to Web
8
Publish to PDF
10
Report Delivery Scheduling
6
Multi-User Support (named login)
8
Multiple Access Permission Levels (Create, Read, Delete)
7
Mobile Application
9
Dashboard / Report / Visualization Interactivity on Mobile
7

Comments

  • Aravind Natarajan | TrustRadius Reviewer
    @Aaron: Thanks for your candid review. Sorry to have let you down. We will work on the issues you had highlighted. Regarding Zoho Projects - Zoho Reports integration, data can be synced instantly using the 'Sync Now' option. Other than Zoho CRM, Projects, BugTracker and Creator, we are working on Zoho Reports connectors for other products like Zoho Recruit, Books and Survey (followed by Zoho Support, Campaigns and Social)

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