Zoho CRM Erfahrungen

4.3 (6’078) Eine Bewertung schreiben

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Vorteile:

I like that it is very flexible, there are many customization possible and the customer support is great.

Nachteile:

The programming language for the custom functions. Also the Document merge function, lack of fonts, merging wrong characters sometime.

Bewertungen zu Zoho CRM

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4.1
Kundenservice
4.1
Funktionen
4.2
Preis-Leistungs-Verhältnis
4.3

Weiterempfehlungsquote

7.9/10

Zoho CRM hat eine Gesamtbewertung von 4.3 von 5 Sternen basierend auf 6’078 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (6’078)

Duncan
Duncan
SVP
Verifizierter Nutzer auf LinkedIn
Bankwesen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

No frills - and it shows

3.0 vor 2 Jahren
Untertitel auf Deutsch sind im Videoplayer verfügbar
David
David
Merketing Experte in Deutschland
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Die Wollmilchsau unter den CRM Tools mit vielen Baustellen und unterirdischem Support

2.0 vor 3 Monaten

Kommentare: Eine eierlegende Wollmilchsau zum Billigpreis?!
Jein, allerdings wie so oft
"wer alles kann, kann nichts so richtig!"
Der Umfang ist schier unglaublich, was gleichzeitig auch der größte Nachteil ist, es bedarf sehr viel zeit sich da rein zu arbeiten und schnell stößt man überall an die Grenzen der Tools.
Propagiert es zum Beispiel den Ersatz für Calendly, Zoom, Google Drive, Zapier zu bieten, ja auf den ersten Blick schon auf den zweiten Blick stellt sich heraus, nein Zuverlässigkeit, Qualität und Support sind meist mangelhaft.

Vorteile:

Der Umfang an Tools ist der beste Vorteil, gleichzeitig auch Nachteil. Man kann schnell starten und findet eigentlich fast alles, was es online braucht um Marketing zu betreiben. Für den Umfang ist es Billig, anders kann man das nicht sagen... Allerdings spiegelt sich der Preis auch in der Leistung wieder... Man kann sehr viel selbst reinprogrammieren, was einem fehlt. Dafür benötigt man allerdings entweder viel Zeit oder Kapital um es machen zu lassen.

Nachteile:

Viele Tools sind zu einfach gehalten und es fehlen essenzielle Einstellungen. Schnittstellen funktionieren nicht, auf Nachfragen wird nicht reagiert, erst die Frage bei der anderen Seite der Schnittstelle ergab, dass dort seit Monaten die Rechnung von Zoho für die API nicht bezahlt wurde und daher die API deaktiviert ist. Das ist der Punkt gewesen, an dem ich dann Zoho verlassen habe! Vom „Kundenservice“ nach nun 2 Wochen immer noch keinerlei Reaktion seitens Zoho dazu. Viele Tools stecken noch in den Kinderschuhen und BUGs zu melden sollte man öfters einplanen. Einmal installierte Tools kann man nicht mehr deaktivieren und so entsteht nach anfänglichen Tests ein enormes Durcheinander. Nicht mal der Support hat die Möglichkeiten ungenutzt überflüssige Tools aus der App Übersicht zu entfernen.

Noman
Noman
Group Head in Indien
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Zoho CRM fixes all the lead disposition issues

5.0 vor 2 Monaten Neu

Kommentare: Zoho CRM integrates with ad platforms and makes it easy to generate and store leads safely. The sales teams can have full control of how the marketing automation should be and acts as a catalyst to convert leads. CRM tool is a must for businesses who are running lead generation campaigns and look no further and go with Zoho CRM.

Vorteile:

Our clients use Zoho CRM since the day we started lead generation service for them. The integration of this CRM is pretty basic and similar to any other CRM tool. Lead management has become very easy since all the details are in a single place and it becomes easy for the sales team to follow up with the leads. Sales tracking and automation is also a great feature that makes this tool stand out and helps the business convert leads.

Nachteile:

the pricing of Zoho CRM is a little high for the features it offers. They should rework their pricing models.

john
Director in UK
Marketing & Werbung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Zoho CRM is very good, but it's not brilliant.

4.0 vor 2 Monaten Neu

Kommentare: It's very good at delivering against the key tasks of CRM, but it's not amazing. Also, it's a lot more expensive than it used to be (approx 100% more expensive now, than when I first started using it).

Vorteile:

It's relatively cheap (approx $40 per user). It does everything I need from CRM (Contact Management / Sales Pipeline Management / Sales Order Management / Invoicing) relatively well.

Nachteile:

The interface always has been (and seems like it will always be) a bit clunky. I've also always hated that those arriving at the early stage of the sales process (Leads) cannot automatically be moved to 'Contacts' / 'Prospects'. I find this infuriating.

Jean Yves
CTO in Frankreich
Computer-Vernetzung, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

User account

2.0 letzten Monat Neu

Kommentare: Bad experience with users belonging to difference domains.Zoho is not able to manage them

Vorteile:

The CRM application is good but Zoho try to systematically sell its whole suite where the level of quality is not the same on all their module.

Nachteile:

The same user cannot authentication between different domain.Once users of your organisation subscribe to ZohoOne. The whole company users have to subscribe ZohoOne either they need one app. That makes the Zoho solution too expensive

Puvinthan
Sales & Marketing Operations Executive in Malaysia
Krankenhausversorgung & Gesundheitswesen, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

A good Product Where Everything is Limited for You to Upgrade

4.0 vor 3 Monaten

Kommentare: It was a very neutral experience. Be sure to have big bucks to spend when migrating to this software because everything they own are bespoke; you want something you have to buy it. And its neverending for them to keep pushing you to the highest plan.

Vorteile:

It is similar to SalesForce. Easier to use when you can just plug and play certain things and features. Their customer service is good though. Helped me a lot when i go through certain blocks of work that needs to be done.

Nachteile:

You got to keep spending a lot of money for every features that you wanted to customize. The sales will keep ask you to buy the higher package for you to fulfill basic requirements.

Bernardino
Informático in Spanien
Telekommunikation, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Zoho CRM, la Herramienta más potente del mercado.

5.0 vor 3 Wochen Neu

Kommentare: Ahora nuestra empresa con los mismos comerciales cierra muchas más ventas y tratos, como consecuencia, hemos podido subir los precios con éxito gracias a la gran demanda de presupuestos aceptados por nuestros clientes.

Vorteile:

Es un software muy potente, pero lo que lo diferencia de los demás es que tiene la capacidad de conectarse con otras aplicaciones de Zoho especializadas como Facturación, proyectos, analítica, email marketing entre otras. Lo cual hace que en comparación con otros CRM sea una herramienta mucho mejor al tener esa versatilidad de conectar otros departamentos de la empresa.

Nachteile:

Para sacarle el máximo partido es necesario contactar con un partner de Zoho que te ayude a la implementación. Recomiendo buscarlos en la propia página de Zoho, los partners premium suelen ser los más experimentados en estas herramientas. Zoho CRM tiene tantas funcionalidades que hace que sea casi imposible a priori saber utilizarlo sin ayuda de profesionales expertos en la materia. Es cierto que puedes empezar sin la necesidad de ellos pero yo lo recomiendo ya que utilizar estas herramientas al máximo potencial ayudan a tu empresa a generar muchas más ventas.

Jared
Jared
Business Development in USA
Verifizierter Nutzer auf LinkedIn
Erneuerbare Energien & Umwelt, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Zoho CRM is a great alternative to Salesforce and other similar platforms

4.0 vor 2 Monaten

Kommentare: It's had it's hick ups here and there, but overall it's performance has had a positive affect on our company

Vorteile:

The ease of integration across their entire suite of products

Nachteile:

Lack of tutorial videos or decks when we were first implementing in the company

Dedre
Dedre
Freelance Writer and Blogger in Südafrika
Verifizierter Nutzer auf LinkedIn
Schreiben & Editieren, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

An inexpensive yet powerful, feature-packed CRM

4.0 vor 2 Wochen Neu

Kommentare: Zoho CRM is made it so much easier to capture leads, and manage them properly in one space, leading to sales more often. I have no need to get another mail client or funnel, or spend time trying to add all leads from different platforms into one use boards and spreadsheets.I am very impressed with Zoho CRM and what it can do.

Vorteile:

Zoho CRM is very easy to use, and also easy to customize to your liking. Features I like the most are the 1. lead/contact dashboard showing all activity for each contact and where they are in the sales pipeline. 2. Integration with Zoho mail and social media for immediate posting and communication, one-click calls and meeting schedules in the dashboard, 3. segmentation according to follow-up actions or campaigns and reporting.Integration with the rest of the Zoho Suite makes it so easy to use and set up everything with no third party software needed.

Nachteile:

Zoho CRM is integrated with the rest of the Zoho Suite, which might add to your monthly subscription bill depending on what you are looking for. However, you can get an all-inclusive rate as well.Even though it is straight forward, there is a learning curve as with most software, but the tutorials really help a lot in this regard.

Verifizierter Rezensent
IT helpdesk in Marokko
Verifizierter Nutzer auf LinkedIn
Computer-Software, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

An IT helpdesk review about Zoho crm

4.0 vor 4 Wochen Neu

Kommentare: In general, it is easy for me to judge it when I have used it for two years ina row , and I can assure that it is one of the best CRMs suggested for a small or large company

Vorteile:

Accelerates the process of finding the customer and easening the operation of finding previous operations and proposed solutions

Nachteile:

notification alerts and communication pipes

Gerardo
Gerardo
Marketing and Communications Manager in Spanien
Verifizierter Nutzer auf LinkedIn
Marktforschung, 5’001-10’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A tool that manages customer relationships strategically

5.0 letzten Monat Neu

Kommentare: Within work teams in areas of sales control and campaign follow-up it is quite fruitful, it allows interactions with clients and analysis for campaigns to be efficient for any type of organization

Vorteile:

This is a system of the financial solutions that this company provides, and in general it is a system that for those who work directly serving clients for commercial processes, it turns out quite well, in general terms it is an excellent assistant to serve clients that can even maintain updated the inventories, it is a quite functional and easy to understand tool

Nachteile:

I have no criticism about this tool, it is more suitable for those who work with marketing, but it is quite flexible.

Fabiola
Fabiola
Marketing analyst in Spanien
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great software to try

5.0 vor 2 Monaten

Kommentare: Great so far, I won’t change to any other in the near future

Vorteile:

What i really like is the way everything is easy to find, automations, campaigns, leads

Nachteile:

I really enjoy everything about this platform. It facilitates the way marketing is done

Balaji
Associate Manager - Program Management in USA
Biotechnologie, 5’001-10’000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

A smart tool to mange your CRM data

4.0 vor 4 Monaten

Kommentare: Its a great tool, initially we are much favor of using this platform, but over a period of time, we are not able to work with out Zoho tool. We were dependent on multiple tools to manage our data and the Zoho platform has come as a great support.

Vorteile:

The new analytics feature is one of the great option which helps us to visualize the details in a pictorial format like graphs, chart etc. The huge number of customized filed allowed by the platform make us agile in presenting and managing the data. Predefined reports is a plus and it reduce the TAT of creating everything from the scratch.

Nachteile:

For some reason, I am not a great fan of new reports creation flow. The old ways of creating the reports has 2 columns and we can chose what we need and what we don't. Now also we have the same concept but in a parent and child flow. May be we are used to the old workflow and it might take for us to get used to the new reports.

Liza
HR Officer in Jordanien
Erneuerbare Energien & Umwelt, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

An integrated solution that suits everyone to properly organize relationships with customers

5.0 vor 6 Monaten

Kommentare: Zoho CRM helped us organize everything related to our customers' contact data, contracts and documents in one place, and also enabled us to schedule the sending of appropriate offers to them at different times and within a specific time frame, and indeed, automation helped us enhance the confidence of existing customers and attract new customers as well.

Vorteile:

I like the simplicity and ease of use that Zoho CRM offers us, as it enables us to create folders for all our clients as well as organize records with their data and requests as well as save all documents and archive email and transactions made by our team and between them. I love how Zoho CRM filters customers by suggested topic, which makes it easy to create lists of important information about a specific group of customers based on their specialties or interests, so that our team can reach them quickly and offer tailored offers. I like how easy it is to customize it to automatically send emails to a group of clients, and I like the fact that Zoho CRM integrates multiple communication methods easily, such as WhatsApp, so that we can also send messages and links to customers and also we can receive customer requests and inquiries and respond to them in the same way. It is great to find all the records related to customer inquiries and requests, as well as the date they were referred to the relevant team member, as well as the results that were reached in one place in an organized manner.

Nachteile:

I love the fact that Zoho CRM has no unpleasantness, as it is simple, easy to use, low cost, and integrates strongly with email and social media platforms easily, which makes it a suitable choice for all needs.

Mehandi
Mehandi
Junior Constultant in Indien
Verifizierter Nutzer auf LinkedIn
Computer-Software, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Zoho CRM Review

5.0 vor 6 Monaten

Kommentare: Business problems which we are solving using Zoho CRM are as such:- 1) Having better understanding of data from marketing and sales team. 2) Not every team needs access to CRM which is very good for securing our data and privacy is maintained at high level. 3) Connected different tools such as - Zoho Campaigns ( For email marketing), Zoho Bookings ( for book keeping), Zoho Inventory ( for inventory management), Zoho Bookings ( for booking management) etc. and all the data can be seen inside Zoho CRM, which helps us alot and we dont need to switch to differnet applications

Vorteile:

Most impactful featres of Zoho CRM :- 1) Sales & Marketing teams can use it together to capture leads, convert them to a successful customer. 2) Marketing tools, Sales tools and post sales tools can all be integrated with Zoho CRM, which helps in maintaing data for each customer accurately. 3) We can intgerate Zoho CRM with third party API's or tools by directly writing the code inside the Zoho CRM. We can also connect Zoho CRM with other tools using zapier, integromat aka make, integrately, pabble connect etc Not all product is easy to use but with little effort I have figured out becausue they have Zoho Academy and the community for each application of zoho is good. Integration with the existing business was quite challenging but being a part of the good team makes it easy for us implement it. One more recommendation, if Zoho can bring case studies of how different industries are making better use of Zoho, then it will help us understand and expand our business.

Nachteile:

One thing which I would like to get improved in Zoho CRM, is the overall speed at which it refreshes. If this can be improved it will save alot of time and make us more money. Getting custom coding and Blueprint is a little difficult but everything else is all good. Overall the integration was not tough for us with Zoho CRM.

Kelly M
Kelly M
System Engineer in USA
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 10’000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Easy to use, monitor leads and manage team assignments

4.0 vor 7 Monaten

Kommentare: As a less expensive option, this is what I recommend to all of my clients. If you're comfortable with the platform, it will serve you for the rest of your life. It's been a wonderful experience. You may receive answers quickly and easily by chatting with a member of their chat support team.

Vorteile:

Zoho is a good alternative for clients who don't want to shell out money for Google Workspace. It accomplishes its purpose. My satisfaction with their efforts is based on the fact that they are attempting to make their platform accessible to everyone. Much of it is configurable and we were able to put it up 90% of the way we wanted. It's a breeze to use and keep track of.

Nachteile:

I'd like it if the platform's many sections were made a little easier to configure and understand. In my opinion, they are attempting to mimic Google Workspace, although I am more familiar with Google Workspace's features. I'd love it if I could make my email software look and work just like gmail.

Nurul Salimah
Nurul Salimah
Oracle Database Administrator in Malaysia
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 10’000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

CRM tools that worked

5.0 vor 7 Monaten

Kommentare: All the years of experience with Zoho CRM has been wonderful and has helped our sales and marketing team to manage our lead and new client.

Vorteile:

It's been a terrific experience thus far. Getting help from their customer service team via quick chat, some of whom are pretty helpful and educated, is probably the best option. The only way to resolve some problems is to make a phone call, but that's not an option here. Inconvenient as it may sound, callbacks are available, but they may be a pain when the person you're calling has already made an effort to do so. Email correspondence, on the other hand, may go on for days before things are resolved.

Nachteile:

There are moments when I get confused about the platform since it's so complicated to configure and figure out various aspects. To me, they appear to be copying Google Workspace, but I like it. I'd love it if I could make my email software look and work just like Gmail. In addition, I'd like to see additional video lessons on the site. Because of its enormous scope, it needs a team with deep expertise to implement it effectively.

Ephraim
Real Estate Agent in Südafrika
Immobilien, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Zoho CRM Review for Real Estate

5.0 vor 7 Monaten

Kommentare: I have been using Zoho CRM for four years now, and it has been a rewarding journey. We seen our sales increase, customer satisfaction is at a high and we are able to measure employee performance which is used for informed interventions.

Vorteile:

In my view, Zoho CRM is the most effective and flexible CRM I have used yet, considering that I use it at work and in my own business. As an Agent working in a mid-sized agency, it was easy for us to set it up for our agency because Zoho also provides a how-to guide. The features we have set up include but are not limited to: Automating email campaigns for new and existing leads and maintaining relationships with our long-time clients for repeat business. We are able to integrate WordPress Forms (Elementor API through Zoho Flow), Facebook, Twitter, LinkedIn and Google My Business using Zoho Social. Managing Leads and Clients and setting automated reminders when a contact has not been touched for a certain period. Allow being able to view and track a contact's activities on the timeline. Not forgetting the overall collaborative ability to centrally manage all contacts as a team. Making sure that all potential business can be attended to if a colleague is not available for one reason or another.

Nachteile:

As much as I love Zoho CRM, these are its limitations and areas of improvement: Zoho CRM needs to provide options on Graphic User Interfaces. As a visual person, that is really important, and I might not be alone. You are not even able to change the fonts. A user is not able to convert a client back to leads, unless they recapture the contact as a lead, export multiple clients and import them leads or write and run a Deluge script. This feature must come standard. Zoho CRM is a powerful app if you lack intent you will find yourself overwhelmed and unable to set it up for your business.

Tyagarajan
CEO / Governing Board Member in Indien
Non-Profit-Organisation Management, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Zoho CRM for non profit animal welfare organisation -rescue, hospital and shelter management

5.0 vor 7 Monaten

Kommentare: The entire operations of our non profit are managed with Zoho CRM Enterprise Edition. The user experience based on feedback from 50plus users has been very balanced. Of course not every need can be met but the use-case to product fit is quite high at over 95%

Vorteile:

Incredibly flexible Allows a great deal of customisation to suit nearly any requirement a non profit can have User friendly Drag and drop customisation makes it easy to administer Deploying new features in a design done over 2 years ago is still a breeze Minimal deluge coding needed to achieve new functions not natively supported in configuration

Nachteile:

Having to use multiple satellite products like Zoho forms, Zoho campaigns, Zoho analytics though most of these are available natively in Zoho CRM are rudimentary. It’s a commercial decision of Zoho but not an unreasonable one. The integration set ups between these satellite systems are quite easy but still needs learning a different UI as it’s vastly different from the CRM UI.

Magellan
Magellan
Freelance in Madagaskar
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

"Mes réflexions sur Zoho CRM"

5.0 vor 8 Monaten

Kommentare: Zoho CRM est une application issue d'une idée de génie, il m'a aidé dans mes activités quotidiennes. Bref, si je résume mon expérience avec, c'est de la joie et satisfaction.

Vorteile:

Il est avantageux pour les entreprises et les bureaux. Dans notre routine quotidienne, nous devons appeler et assurer la sécurité des élèves. De plus, nous devons mettre à jour le statut des étudiants. Chaque employé se verra attribuer un ensemble de sentiers à suivre. Nous pouvons filtrer les pistes chaudes et les pistes froides à l'aide de ce Zoho CRM. Sur cette base, nous pouvons suivre et enregistrer le statut et les informations personnelles des étudiants. De plus, nous pouvons mettre en place des rappels pour les étudiants qui ne répondent pas. Si un prospect ne répond pas de manière cohérente, nous pouvons envoyer une demande directement à l'équipe de suivi interne via Zoho CRM.Si nous voulons envoyer un message WhatsApp ou un e-mail à un étudiant spécifique, nous n'avons pas besoin d'enregistrer de numéros sur nos téléphones. Nous devons télécharger l'application WhatsApp pour PC. Dans Zoho CRM, il existe une option directe qui ressemble au symbole WhatsApp. Nous pouvons envoyer des messages directement depuis notre application WhatsApp en cliquant ici. En termes d'e-mails, il existe une option qui ressemble à un e-mail ; nous pouvons cliquer dessus et envoyer un e-mail directement à l'étudiant en question.

Nachteile:

Il n'y a pas de telles réserves concernant Zoho CRM. Si nous rencontrons des problèmes avec Zoho CRM, nous devons soumettre un ticket à l'équipe d'assistance commerciale. Ils prendront le moins de temps possible. Pendant que nous attendons, il existe de nombreuses façons de faire les choses dans notre routine quotidienne qui les retarderont. Parfois, Zoho CRM nous confond avec leurs activités qui semblent simples, comme la création de rappels.

Verifizierter Rezensent
HR Manager in Australien
Verifizierter Nutzer auf LinkedIn
Pharmazeutika, 11-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Zoho review

4.0 vor 10 Monaten

Vorteile:

The best CRM for customization. Incorporate every one of the components of client/prospect association. Work process Tools that location: advertising, projects, social, client care, messaging showcasing, stock, HR the board, and so on Track connection from online courses. Different modules to address organization needs. Past the fundamentals of contact the board, work processes and custom fields. Particularly simple to track down correspondences. Know where you stand with leads, arrangements and clients. Matches up with other Zoho items, as well as numerous outer frameworks, for an associated work process. Accessible API for making custom application combinations. A clear method for making custom work processes and endorsements with Blueprint Strong interaction the executives and mechanization. Self-administration entries add to the force of the CRM. Various Zoho valuing plans/levels let you scale to your requirements. Zoho One is a straightforward and reasonable across-the-board arrangement. Zoho is reliably working on their items. Phenomenal obligation to item plan and usefulness. Zoho reacts to input. Sound suggestions advance into Zoho items. Exceptionally instinctive and simple to utilize. The best CRM for the cash. The best CRM I've at any point seen and I've attempted them all. Valued far beneath the opposition. Incredibly easy to add and design outsider incorporations Zoho will indulge you. Maybe great client service. New elements and updates constantly. No restrictio

Nachteile:

Instructional exercises need improvement. Questions are emerging during the execution that you should involve a Zoho guide for. Coordinating can be confounded, and not predictable. A portion of the items is not at a similar degree of cleanliness as Zoho CRM. The AI collaborator doesn't appear to add a great deal of significant worth. Need to have an Internet association. Membership evaluation is per client versus gatherings of 5 - 10 clients. There are highlights you'll need in Zoho One. Support has immensely improved, however it relies upon who you get on the web. Observe documentation and help recordings confounding and excessively specialized now and again. You want a reasonable comprehension of your requirements to distinguish which Zoho modules will meet them. Occasions (arrangements) are consequently set apart as shut when the date shows up. Need to see what my colleagues see on other clients' schedules. Booking a call is lumbering Updates need more choices like a multi-week, fourteen days, and so forth The Fonts are too large and need to see more on a page. Need a superior method for getting support quicker. Expecting bookkeeping elements and schedule sees Anticipating a visit bot Structures are not greeting pages Searching for unknown prospecting without the need to begin a talk. Absence of record following for recommendations/introductions. Needs inside deals apparatuses for mechanization.

Matthew
Marketing Officer in UK
Professionelles Training & Coaching, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Everything you need straight out the box

4.0 vor 11 Monaten

Kommentare: We are learning that the way we were qualifying leads and moving them through the sales funnel could be made a lot easier using Zoho. Zoho has made it a lot easier to see what sales are coming in and from where.

Vorteile:

Social, email and CRM functionality are all housed in one place. The email campaign section makes it easy to warm leads up before sending them to the CRM module. Easy to set tasks for the sales team and then report on what has or has not been followed up.

Nachteile:

There's a lot of functionality and application within Zoho, I don't believe we will get around to using them all. The email Campaign section doesn't always pull the correct stats back through to the CRM module. There is no ideal process of qualifying leads, we had to seek external support.

Vincent
C.E.O. in USA
Informationstechnologie & -dienste, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Zoho One User

4.0 letztes Jahr

Kommentare: As time progressed my vision has clarified on what I’d like Zoho to do for me. Click a button, send a quote, and simultaneously send me an email for parts and products to send to my distribution vendors for shipping. I can have that all tied into Zoho Books if I want, but we have not looked at Books as of yet. We're going to be utilizing the marketing campaign in the near future. Currently we're utilizing Zoho Sign (DocuSign) for contracts and we're utilizing Workspace (Share Point) where we have a collaborative repository for training materials spreadsheets for our projects that we want to keep track of anything we want to share amongst ourselves that's what we use.

Vorteile:

As advertised, you can run your entire organization from this enterprise platform that being Zoho One. We heavily use the CRM for generating quotes emailing templates email and quotes and proposals and contact management.

Nachteile:

Each module can speak to another but on a very limited basis directly out of the box. You'll need to customize each modules ability to speak to each other in the manner you want. This will take some time for you to discover.. be patient, the product is not a "Magic Genie" but could be when you program it to be. You'll discover what you need and want as your use and familiarity increase. I recommend paying for the support from Zoho, it's not expensive if you don't have a lot of people, it's a percentage of your overall licensing fee. You can use the Zoho one support crew to give you any assistance that you need. There are two levels of support you can choose a Zoho partner who has business sense and understands how you're going to use your Zoho product. These Partners are sharp, intelligent groups and know what their doing. Consequently your pricing matches their experience. the Zoho support group has no business sense they're not intuitive they will fix whatever problem you have they will answer your questions, but they do not have business insight

PAUL
PAUL
Technical Director in Südafrika
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Zoho CRM could be the next best thing!

4.0 letztes Jahr

Kommentare: Getting ZOHO up and running took a bit of time, but their live chat, email support and YouTube channel made the process very simple. Overall, we are very pleased with ZOHO CRM. It is the best all in one platform.

Vorteile:

I love that you pay for ZOHO and get a massive amount of value. You get a CRM, Project Management, Web Analytics, Live Chat for your website or App, Accounting Software etc.

Nachteile:

All the features are good. However, some need to be improved. In 2021 you are competing against other products that are just doing one thing and doing that beautifully. I am pleased by the amount of functionality they give you and that is why my review has a 4/5. It can be better and I am hopeful that it will be improved.

Saqlain
Saqlain
Articleship Student in Bangladesch
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

CRM for Small Business

5.0 letztes Jahr

Kommentare: Overall Experience is Very Good. We are happy with the product. We had our doubt while purchasing but now we are glad we did. And Zoho is developing, introducing new features every now and then. Very Nice

Vorteile:

A lots of features in one place with different functionality, made the life easier. We use MAIL, CONNECT and CLIQ all the time. It has become an inseparable part of our Business. WorkDrive is very Responsive and Reliable Best solution for File storage with the team. I can Give access to a folder to my colleague and can revoke when done. Very easy. Mobile apps are Also Nice and Handy. The way ZOHO keeps everything Tidy and Clean by offering different options for different problems is the most I like about ZOHO CRM

Nachteile:

Very big System a lots of functions which remains untapped and I think it will be for some time now. beginners have to learn some behaviors to work with it. The learning curve a bit Steep. In short I don't have anything that I dislike about ZOHO, but it took some time to get here.

Nabin
Nabin
CEO in Nepal
Verifizierter Nutzer auf LinkedIn
Computer-Software, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Keep your customers engaged with your business

5.0 letztes Jahr

Kommentare: With Zoho CRM it is much faster to manage your customers, projects, and communications all in one reliable platform. Its implementation in our organization has increased our revenue geometrically.

Vorteile:

Zoho CRM offers a feature-rich platform to engage with your customers. You can manage contacts, send mass emails, notifications, manage inventory, implement an AI assistant, and even give your customers a mobile app to stay synced.

Nachteile:

The software can not be self-hosted on your private server.