Zoho CRM

Pros

Zoho is affordable, robust, and dynamic. It offers a host of features and function, covering all the basics and providing a lot more of customization and options beyond

Cons

The way the Zoho CRM is written and formatted can be confusing. The logic behind the system can be quite backwards at time.

Pros

It is fairly simple to make quick changes or add amend fields to suit your business requirements

Cons

Some of the templates or layouts are not great making the page longer than it needs to be. This may be down to my lack of skills but i couldnt find a simple solution.

Pros

The possibility of customizing it if you have developers in place.

Cons

Zoho Deluge makes you quite limited if you dont have much coding experience. Workflows are also not working the way I am used to with Salesforce or HubSpot

Pros

I really the sales and marketing automation it enhances the efficiency.

Cons

The customer support services need to be little improved and sometimes I notice slight lags.

Pros

Zoho CRM is a more user-friendly and affordable CRM. Zoho provides many more free features which are helpful to startup organization.

Cons

Zoho's Customer support is limited while integrating third-party apps with CRM

Pros

It’s highly configurable if you know code or have developers

Cons

It’s clunky to use and oddly set up, with multiple sections within the CRM separating things like leads and contacts so it can make full lifecycle reporting difficult

Pros

Zoho CRM is easy to use and collects every feature I expect from a CRM.

Cons

Zoho CRM can be extended with more features in communication side.

Pros

Zoho connets easly with third party apps. In Zoho we track sales and customer interactions.

Cons

Slow customer support. Limited Features in Lower Price . Some Features only available in high price.

Pros

I like most about Zoho CRM is the automation. I can easily automate my some tasks such as follow up emails and reminders which saves my time.

Cons

Due to large amount features available, learning or understanding time is too much for new users.

Pros

Very customizable and modules are complete for all needs.

Cons

A bit complex especially when first setting up.

Pros

First, it's ease of use and the ability to customize it to your needs and what you sell. The integration of other products is really great too. It's responsive and keeps all your info for a client in one place. The automated features is wonderful too.

Cons

Least is the set up. It does take time, trial and error, and a few kinks along the way. However, that being said, support was always there to fix and responsive, and with a program this sophisticated it is expected to have some issues. Overall, any issues were minor.

Alternatives Considered

JustCall and Kixie PowerCall

Reasons for Choosing Zoho CRM

I couldn't customize, had way too many bugs, didn't power dial the way I wanted, didn't track and put contacts and leads in a very manageable way. Lacked ability to import info easily if at all. Glitchy.

Switched From

Symmetry

Reasons for Switching to Zoho CRM

Total cost vs features, ease of use, and customization ability.

Pros

It is the dream of every business to have a tool or rather software that streamlines and optimizes daily operations. Zoho CRM is our go to tool. At an unbeatable price and with no hidden charges we get to enjoy its intuitive UI and sturdy features. During implementation and deployment of Zoho CRM I realized that the migration of our customer,sales and business data from our then solution to Zoho CRM happened soo effortless and with just a few clicks we were done. Even while an of our teams is working remotely, Zoho CRM ensures that there are no challenges of accessing customer information. It ensures boundless access to customer data at any time from their mobile devices and that way it keeps them on the go to continue with business proceeds and close those deals. Zoho CRM brings the two main business processes into a single place ie customers and sales management which has enabled us to optimize these operations meaningfully. Zoho CRM is adorned with reliable and highly advanced security features which protect our data from unauthorized access. Encryptions and audit logs have been very invaluable and convenient

Cons

Zoho CRM delivers impeccable customization possibilities, ease of use, excellent battalion of customer support and a reliable and functional feature range.

Pros

One of the best things about Zoho CRM is how customizable it is. I can tailor it to fit my exact needs, whether it's creating custom fields, layouts, or automating workflows.

Cons

The support is not always great, sometimes it can take a while to get back a response that is worth while.

Alternatives Considered

Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Zoho CRM

Cheaper and filled our needs. Salesforce tends to be complicated.

Pros

Still learning but it seems to have what is needed for my startup! I am working to look at the Professional version. So far I have started with the free version. It also has a lot of potential as my business grows.

Cons

Unsure at this time. I am still very new but if you break it down piece by piece it is not difficult to use.

Alternatives Considered

Salesforce Starter, Mailchimp and HubSpot CRM

Reasons for Switching to Zoho CRM

I liked the all in one features and having everything connected.

Pros

Zhoh CRM is fairly easy to use and set-up. As with any CRM there will be areas where you wish it could do more, but overall it does what it needs to do to be a decent CRM.

Cons

There are not as many places that you can customize the areas you would like. It makes it a little frustrating at times. Also, there are functions that have been asked for for years from the community that still have not been implemented.

Alternatives Considered

Salesforce Platform

Reasons for Choosing Zoho CRM

Cost and function. Zoho allowed for many of the same features at a cheaper pricepoint.

Switched From

Salesforce Platform

Reasons for Switching to Zoho CRM

Cost and function. Zoho offers an inexpensive alternative to Salesforce. While it might not have all the bells and whistles, it does most of what you need to do.

Pros

Zoho CRM makes it easy to manage basically an entire database for our business. The editing features are extensive, allowing you to tailor-make just about anything to fit your needs. We've altered most of the pre-set sections to fit our industry-specific programs which has massively increased the effectiveness of our business.

Cons

Because it offers so much flexibility there is a fairly large learning curve to setting it up how you'd like it to be, and some aspects can get a little finicky. For example, it takes a lot of tweaking to get the visuals and functionality correct on specialized views if you've done a lot of editing.

Pros

The platform is user-friendly, highly customizable, and has streamlined our sales and customer management processes. The real-time analytics and reporting tools give us clear insights into performance.

Cons

Hard to use the reporting feature for what we need.

Alternatives Considered

Hootsuite and HubSpot CRM

Reasons for Switching to Zoho CRM

Better Value and met our needs for our company.

Pros

What I liked most about Zoho CRM is its customization and flexibility. The platform allows you to customize modules, workflows, and dashboards to place with specific business needs which makes it highly adaptable.

Cons

With so many customization options, it took time to fully understand how to set the platform for our needs, when I newly start working in Zoho CRM, I found it a bit difficulty to use without proper training or resources.

Pros

The automation workflows in Zoho CRM which are making our daily routine tasks less efforts and time demanding and more precise. The contact management that help us keep our customer information well organized. The customer communication features which allows us to interact freely with our customers at any time. Zoho CRM reporting and analytics features which are keeping us on the lookout for the ways to improve our customer relationships.

Cons

We have not had any major drawbacks from Zoho CRM.

Pros

Using Zoho CRM has always been easy for us and it was equally easy to customize it to fit what we were looking for. The instant chatting and online meeting communication functions in Zoho CRM which offers us a quick way to interact with our clients. It makes it easy to analyze our clients engagements which help us come up with ways to strengthen our relationships.

Cons

No cons experienced from Zoho CRM. Our usage experience has been very smooth.

Pros

Zoho CRM is a dependable and user-friendly customer relationship management solution with many great features. One of its primary benefits is its layout, which is easy to use and encourages customers to get started right away. Due to the platform's high degree of adaptability, businesses may quickly connect CRM with particular requirements and procedures. Zoho CRM's outstanding connectivity features make it even more beneficial by enabling users to connect to a wide range of third-party programs and services. Automation functions streamline repetitive operations and workflows, increasing the efficiency and consistency of organizational procedures.

Cons

While Zoho CRM's wide range of customization options make it very adaptable, they can also add to its complexity and overwhelm customers who need a simpler solution. Although Zoho CRM has the ability to integrate with many third-party programs, some customers have reported difficulties doing so, which can occasionally cause compatibility problems. Furthermore, even if the automation tools are strong, individuals lacking advanced technical knowledge may find it difficult to develop complicated automation workflows since it may demand a deeper grasp of the system.

Pros

Zoho CRM offers robust automation tools that help users automate repetitive tasks, such as lead assignments, email follow-ups, and data entry. This automation improves efficiency and productivity.

Cons

Switching to Zoho CRM from another CRM system may pose challenges related to data migration and compatibility issues, particularly for businesses with large or complex datasets.

Pros

It simplifies repetitive tasks, enhance candidate tracking, and improve communication, allowing me to focus more on building relationships and making quality hires.

Cons

I found it challenging to adapt certain features to fit the specific requirements of different roles and industries I was hiring for.

Pros

One of the most appreciated aspects of Zoho CRM is its customization capabilities. This feature allows businesses to tailor the software to meet their specific needs, ensuring it aligns perfectly with their workflows and objectives

Cons

Many users report that Zoho CRM's customer support can be slow and unresponsive, making it frustrating to resolve critical issues or seek assistance. This lack of timely support can hinder productivity, especially when urgent problems arise.

Pros

What help us choose Zoho CRM over other platforms is the customization. This allowed us to put together a custom tailored user experience. As our company has grown we have been able to take advantage of the integration with other platforms. Zoho CRM workflows i.e. automations are heaven sent! We have been able to automate so many of our emails, field updates, quotes and sales orders etc. To keep things simple this CRM is flexible, scalable and has a ton of options.

Cons

Because you have so much flexibility the learning curve can be a bit overwhelming at first. We are on a ZohoOne Enterprise edition and the ZohoOne team has help me countless times with Flows and integrations. When searching for a phone number it can be picky, for example if I have a phone number 888-888-8888 i have to include the hyphen. I can't just search the phone number 8888888888.

Pros

Zoho CRM is user friendly, its flexible with customizations according to your requirements. You can set up the whole lead pipeline with automations for messages and emails. Additionally it offers excellent integration with other tools which enhances productivity. The pricing is also competitive, which make it suitable for business of all sizes i suppose.

Cons

What i liked least about it is its occasional complexity in navigating certain features, which can be tedious for some users. At times i find it quite challenging to generate customized reports due to user permissions i guess. Also integration with some third party applications can be challenging.

Pros

The customization and AI insights make it perfect for our needs, streamlining sales and support with seamless integration.

Cons

The initial setup for Zoho CRM can be time-consuming, but the extensive support and documentation help make the process manageable.

Pros

What I love most about Zoho CRM is how easy it is to use; I can find everything I need without feeling overwhelmed. The automation features save me so much time, and I can customize it to fit my business perfectly. Plus, it’s budget-friendly, which is a huge plus for me as a small business owner!

Cons

Zoho CRM is powerful, but there’s a bit of a learning curve for advanced features. The mobile app can feel clunky, and support response times can be slow, which can be frustrating when you need quick help.

Pros

The ease of usage; the deals page has drag and drop features which helps in very easy prioritization of pipelines. Creating accounts, leads and contacts are all very easily and gets synched in the back-end. Additionally, assigning of cases to team members is also very easy.

Cons

The reminders that we set only appears as web-based push notifications and I often tends to lose it. The features are overwhelming in enterprise version and every time we need some help, the team pushes us to do a paid online training. The quality of downloadable charts is not up-to mark and we depend on external pivots and excels and use Zoho CRM downloads as backups.

Pros

It has a free plan where you can start working without paying. This is very useful for small businesses. Easy to constomize and up to 3 users freely. The documentation to understand how it works is very complete. The customer service is very good and fast.

Cons

The free version, of course, is limited in the configuration. But still works OK for a small business.

Alternatives Considered

Bigin by Zoho CRM and Bitrix24

Reasons for Switching to Zoho CRM

The documentation available online to understand how to customize it

Pros

I like the way the UI is designed, the way it is curated to address scenarios where the user is a non coder, has no or basic coding ability. I like the GUI based workflow management and its ticketing system

Cons

The costing is slightly high, implementing it requires skilled professionals and some training. The forms can be more expressive and features can be improved

Pros

zoho crm is a great platform to bring all digital contracts that we have for our company together. We don’t need to use any paper anymore and have all our customer information in one system.

Cons

sometimes settings are very hidden, and some automations are not very self explaining. The design is not as modern as other platforms.

Pros

Many features as well as integration capability with other Zoho applications as well as ability configure, even with the free level. Setting follow-up actions/tasks is probably one of the most useful features.

Cons

Would like better reporting features with more flexibility. Otherwise an amazing product.

Pros

The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows.

Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues.

Cons

the packages are not that flexible, more especially for. us small compannies

Alternatives Considered

EngageBay CRM

Switched From

QuickBooks Enterprise

Reasons for Switching to Zoho CRM

As a satisfied Zoho CRM user, I can confidently say that the platform has exceeded my expectations. Its intuitive interface makes it incredibly easy to navigate, even for those new to CRM systems. The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues. Overall, Zoho CRM has streamlined our operations, enhanced our sales tracking, and improved our customer relationships. It offers great value for its price, and I highly recommend it to any business looking to optimize their CRM processes.

Pros

I love how intuitively and easy to navigate Zoho CRM is. Even team members who aren’t tech-savvy can pick it up quickly."

Cons

Customization Options: "The ability to customize everything from dashboards to workflows has been a game-changer for our business."

Pros

I liked the ZOHO ONE package, having everything in one place. What I ended up with after 5 years is a system that held data I couldn't use and what I could possibly use, there were such limitations it was impossible.

Cons

They keep re-inventing the wheel without making sure they have their products solid, this has resulted in a proverbial "dogs breakfast" of apps that don't relate properly rendering ZOHO just a waste of time and money

Pros

Various pricing tiers, including a free version with basic features; user interface of Zoho CRM is fairly user-friendly; Great Customization options!; integrates seamlessly with other Zoho applications as well as third-party apps, such as Google Workspace, Microsoft Office 365, Zapier, and social media platforms.
It also offers automation.
Mobile Accessibility with the app

Cons

Zoho CRM is user-friendly, but mastering its full range of features and customization options requires time and training, especially for users who are new to CRM software. There is limited customer support with long response times and difficulty in getting timely assistance for technical issues or queries.
I personally have had a few issues with some minor glitches and the first response back is always some canned response that is annoying. After about 3 tries, they then ask you to send a video of the issue, and then MAYBE someone will help fix it all. There are still issues I am having after a year that have not been fixed, and these glitches are affecting my automation.
For complex customization, may require technical expertise or assistance from Zoho's professional services, which incurs additional costs.
Scalability: While Zoho CRM is suitable for small to medium-sized businesses, some larger enterprises may find its scalability limited compared to other CRM solutions on the market.
Other:
offline functionality of Zoho CRM is limited, which may pose challenges for users who frequently work in environments with poor or no internet connectivity.

Pros

What i like about Zoho CRM is software is versatile and can be used in a wide variety of ways. For instance, It helped me organize customers contacts in an efficient manner plus when i was working for a Real Estate Organization. Furthermore, i was happy with the efficient customer support tools that the software contains. I used them in managing tickets and handle Customer Queries efficiently.

Cons

Everything about the software is cool. Zoho has superior capabilities at the right price as compared to other Customer relationship management systems.

Pros

Very easy to understand CRM, with understandable terminologies and industry specific design for the users, also provision of custom fields addition and 24x7 support are the good things about zoho crm

Cons

They are not providing the education guide videos in the regional language, because our many usere were interns and undergraduate they were facing issues.

Pros

easy to use and HUGE value for the money

Cons

can be clunky - could use better data tools - but they are consistent in upgrading the platform

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Zoho CRM

better pricing - crm is crm zoho does what i need it to

Switched From

SugarCRM

Reasons for Switching to Zoho CRM

price - zoho a better value - can do anything sforce can.

Pros

Zoho CRM provides a comprehensive and flexible customer relationship management solution that has significantly streamlined my business process. It has a user-friendly interface that can be easily configured with easy accessibility to all information with simple clicks. Zoho offers a lot of customization options ,this ability to customize it to your needs makes it much easier to slot into your existing processes. It helps me to create various dashboards stats and see how their performance is for a particular time duration. Also a thing that i like about zoho is that it integrates seamlessly with a wide range of third-party applications which allows us to connect various systems and helps in enhancing overall productivity.

Cons

So far, I don't have any dislike about Zoho CRM but a thing i would like to add on is that some features are not easy to implement it requires some time and learning, which could be a challenge for new users and businesses with limited resources. Also the free and lower-tier plans offer basic functionality, which might not be sufficient for growing businesses.

Pros

Zoho CRM offers a lot of customization options allowing business to tailor it based on needs. This included extra fields, layouts, modules, and reports. It has a user-friendly interface that can be easily configured with easy accessibility to all information with simple clicks. It has good integration capabilities with other applications with free and paid add-ons.
Cost is acceptable compared to other competitive software and has variety of options based on the level of functionalities needed.

Cons

Some advanced features are not easy to implement and require certain knowledge and skills to be configured.
Based on the license level, some customer support is not the best experience you look for in a cloud solution.
Mobile app is missing some of the main features that are needed to have access to CRM information.

Alternatives Considered

monday CRM and CRM Analytics

Reasons for Choosing Zoho CRM

In-house solution was not reliable anymore and needs a major technology update while other competitive products were either missing a lot of functionalities or more expensive

Switched From

monday CRM

Reasons for Switching to Zoho CRM

Needed functionalities with an affordable and reasonable price

Pros

I like Zoho CRM because it is a software platform designed to help businesses manage their customer relationships more effectively. With a wide range of features and functionalities, this system suits the needs of small and large businesses, allowing full control over the customer lifecycle.

Cons

Some users mention that customer service could be improved in response and time.

Pros

The sales and purchase - accounting parts of the software is very helpful. Its very easy to use. And its a online base software so we can use the software multiple computer on multiple places.

Cons

Production monitoring process for a company of this software are not so updated and its quite complicated in use.

Pros

To the best of my knowledge, Zoho CRM has a unique feature, which is an artificial intelligence known as Zia that can analyze future sales trends and trends in general. ​

Cons

We have noted that switching between two different modules is not easy and may sometimes even appear imprecise, especially if it is being done by a novice.

Pros

I like that Zoho CRM is an all encompassing CRM ssoftware. I particularly like the automation abilities in the entire the sales process, including sending emails, following up with leads, and updating fields.

Cons

The UI and onboarding is very difficult. And so is the customer support. It seems complex For a new user

Alternatives Considered

Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Zoho CRM

Better pricing and there are many different software that the suite offers

Pros

One thing I like the most about Zoho CRM is its user friendly interface and its ability to shamelessly integrate with other Zoho application, making it a comprehensive solution for businesses of all size.

Cons

While Zoho CRM offers great features, the learning curve can be steep for new users, particularly when it comes to customising platforms to fit specific business needs.

Pros

Gets the basics right. Easily customisable views so that our teams get the information they need straight away.

Cons

Unless you are building a sales pipeline in the way they’ve thought about, it can be a struggle to adapt to individual company needs. It also lacks in integrations with other tools.

Pros

I love Zoho I found it really easy once you know how to do it to customize and build the most effective CRM for managing data. The amount of work you can accomplish once you know how to effectively use Zoho and if you use everything it has to offer is great.

Cons

I think the ability to reverse mass updates that aren’t done properly was frustrating

Pros

It is easy to manage our customer operations and conversations using Zoho CRM.
Zoho CRM has exceptional features that are easy to understand.

Cons

Since I started using Zoho CRM, everything has been perfect.
It has no flaws.