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seit 15 Jahren bei der Softwareauswahl

Über Zoho CRM

Zoho CRM bietet Unternehmen eine komplette Lösung für das Kundenbeziehung-Lebenszyklus-Management

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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
4.3
Preis-Leistungs-Verhältnis
4.3

Weiterempfehlungsquote

7.9/10

Zoho CRM hat eine Gesamtbewertung von 4.3 von 5 Sternen basierend auf 6’724 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (6’723)

Duncan
Duncan
Chief Operating Officer
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 4 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

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

2.0 vor 2 Jahren

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.

In Betracht gezogene Alternativen: Odoo und Pipedrive

Gründe für den Wechsel zu Zoho CRM: Günstiger und umfangreicher im Nachgang ein Fehler der mich viel Zeit/Nerven gekostet hat. Nun gehe ich wieder auf einzelne Lösungen, ich mag es, wenn alles funktioniert und der Support 5 Sterne Niveau hat.

Jan
CEO in Schweiz
Internet, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Eine Katastrophe

1.0 vor 4 Monaten

Kommentare: Ein grosses Gebastel, das nicht funktioniert. Völlig unprofessionell, für Business nicht brauchbar.

Vorteile:

Ich kann, ausser des Preises, nichts finden, was positiv wäre.

Nachteile:

Automatisierungen funktionieren nicht. CRM- und Projektmanagementsoftware sind ein billiger Abklatsch von grossen Unternehmen. Keine Software (wir hatten 12 von Zoho im Einsatz) war professionell brauchbar.

Mario
Inhaber in Deutschland
Bildungsmanagement, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

ZOHO CRM - Das Flaggschiff der CRM Software

5.0 vor 6 Monaten

Kommentare: Erst kennt man ZOHO nicht. Beschäftigt man sich, dann ist man Fan. Absolut empfehlenswert.

Vorteile:

Alles ist vollkommen frei zu konfigurieren. In der Standardversion zu Anfang läuft alles glatt. später kann man sich "sein" CRM so bauen, wie man es für den täglichen Bedarf braucht.

Nachteile:

Der größte Vorteil ist der größte Nachteil: es gibt SO viele Möglichkeiten, dass man anfangs überfordert ist, wenn man nicht Schritt für Schritt, am besten mit Unterstützung, voran geht. Sonst ist der (geniale) Berg der möglichen Einstellungen und Konfigurationen so groß, dass er einen erschlägt und man gar nicht anfängt. Manches ist nicht perfekt auf Deutsch übersetzt. Der Support ist Englisch.

Christopher
Christopher
Owner in USA
Verifizierter Nutzer auf LinkedIn
Konsumgüter, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Customize Your Experience

5.0 letzten Monat Neu

Kommentare: Overall I would rate the Zoho a 4.5/5 stars. Other than the visual appearance I'm all in!

Vorteile:

What I like the most about Zoho is the customization available to completely make it your own. You have TONS of different Zoho Apps and Services you can integrate into your Zoho Dashboard that cover almost anything you can think of business related across all different departments. The part that I liked best is how Zoho is extremely user friendly and it's base functions can serve all your needs, but for those more advanced CRM fanatics Zoho really does pack a punch with extremely advanced features available to truly make it your own!

Nachteile:

The biggest thing I don't like about Zoho is the visual appearance of the users interface. In my option it looks very outdated which gives the appearance initially that it is not capable of much. I think it is something that definitely needs an upgrade.

Charleotte
Senior HR Manager in USA
Informationstechnologie & -dienste, 1’001–5’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The Bonfire Deal Breaker in Customer Relationship Management

5.0 vor 2 Wochen Neu

Vorteile:

It has a very easy to use interface. The customer service is good. It is very affordable to us. We have been able to streamline our relationship with our customers.

Nachteile:

We have No dislikes up to this point of using the tool.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A good CRM at a good price for midsize organizations

3.0 vor 2 Monaten Neu

Kommentare: It was the first CRM we chose as a team for its integrations and price, and it haven't let us down. We've been with Zoho for 3 years now, and it has done its job very well. However, as we grow we fell we need more features that Zoho doesn't bring... but it's great for starters

Vorteile:

I like the integration with the Zoho ecosystem Its price is more accessible than other options Bulk uploading and downloading works well Customer service is exceptional

Nachteile:

Some email marketing automations fail us. We have struggled to get certain dashboards to have the right data (in meetings agendas for example)

Delilah
Operations Management in Kanada
Krankenhausversorgung & Gesundheitswesen, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

ZOHO CRM works well enough

4.0 vor 3 Monaten

Kommentare: Generally quite good within the realm of what is already established in the system and can often help with custom code functions for features that aren't readily available. Implementation was mostly left up to us with support when asked for. Other companies we looked at would have done the implementation for us, which, if you have the budget, will definitely help speed up and streamline your process.

Vorteile:

Aesthetic and general ease of use. Workflows are generally easy to implement. Most of my staff seems to have gotten the hang of things pretty quickly. HIPAA compliance was a must for my small medical business, and ZOHO CRM was able to provide.

Nachteile:

Missing some key features - or example, tasking a group rather than an individual, seems to be a feature that many people have been asking for, for a long time (several years), but has yet to be developed. Another example, the Deal Kanban View is nice, but if you want to see only one pipeline (regularly, set as your default), this isn't possible. You have to select that pipeline manually every time you go into the deals view.

In Betracht gezogene Alternativen: LeadSquared

Warum Zoho CRM gewählt wurde: Lack of HIPAA compliance, and lack of features within our budget

Zuvor genutzte Software: HubSpot CRM

Gründe für den Wechsel zu Zoho CRM: pricing was much more competitive for a small business like ours.

LUSAVA
ASSISTANT RESEARCHER in Kenia
E-Learning, 501–1’000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Unlock Your Business Potential : Zoho CRM - Your Solution to Success

4.0 letzten Monat Neu

Kommentare: As a Zoho CRM user, it has been critical in our business for it involves a seamless workflow from onboarding to ongoing usage, supported by customization options,data management tools,sales and marketing features,reporting capabilities,collaboration tools,and ongoing support and training resources.

Vorteile:

Comprehensive functionality and User -friendly interface.

Nachteile:

Complexity of initial setup of Zoho CRM where business processes are highly specialized.

Mary Lynn
Director in USA
Bildungsmanagement, 51–200 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

Small Organization transitioning to Zoho

5.0 vor 3 Wochen Neu

Kommentare: So far it has been very positive. We have done a good bit of data customization and the team is starting to test functionality. It is a lot for a team to get accustomed to but after some initial testing I believe the adoption will be strong.

Vorteile:

We will transition from the Zoho Bigin product to Zoho CRM. Both products are good but the ability to customize Zoho CRM modules and fields make it a viable product for us.

Nachteile:

Along with a high level of functionality comes a certain amount of complexity that can make customizing your setup a bit tricky. However, if you allow for a bit of time to understand your options in Zoho, you can map your needs and create a highly functional data system.

Kurt
Business Development Manage in USA
Computer-Software, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Very Average, Customer Support was Mediocre

3.0 vor 2 Wochen Neu

Vorteile:

Ease of use and implementation with our system and compatability

Nachteile:

Customer support was my biggest concern...in the time we tested zoho the were not real rsponsive

In Betracht gezogene Alternativen: HubSpot CRM

Gründe für den Wechsel zu Zoho CRM: Price/budget was a major concern..with that in mind they seemed reasonable for features offered

Isael Alexander
Isael Alexander
Network and Comunication Analyst in Dominikanische Republik
Verifizierter Nutzer auf LinkedIn
Krankenhausversorgung & Gesundheitswesen, 1’001–5’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The tool that best simplifies managing your relationships

4.0 vor 2 Monaten Neu

Vorteile:

What I like most about this tool is that it helps me a lot in the company's marketing as well as the very good and efficient communication between clients and our company.

Nachteile:

The tool is very complete but what we would like to modify or fix the most is the way of viewing the data, so that this is more customizable to the company's whim.

Moses
Moses
Clinical Nurse Specialist in Kenia
Verifizierter Nutzer auf LinkedIn
Krankenhausversorgung & Gesundheitswesen, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Keeping good relationships with patients thanks to Zoho CRM.

5.0 letzten Monat Neu

Kommentare: Our experience with Zoho CRM has been an awe-inspiring masterpiece. It has taken us only Zoho CRM to better our patient relationships and improve on our patients records management.

Vorteile:

Zoho CRM interface is so user-friendly and undemanding and we are very comfortable using it. It has great security which allows to secure all our patients records. Its seamless integration with the products we use to record patient details makes it migrate and consolidate all patient records under one place.

Nachteile:

So far, nothing about Zoho CRM has been amiss.

Rakesk
Rakesk
Data Entry Specialist in USA
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Incredible CRM Functionalities and Useful Marketing Tool.

5.0 vor 2 Wochen Neu

Kommentare: Generation of marketing feedback and creating sales reports and also monitoring different active campaigns across several marketing channels.

Vorteile:

Zoho CRM provides a unique CRM capability and sales pipeline management and on multiple projects contacts management this product is amazing. Content creation and easy workflow management are the most important things that the platform offers the best.

Nachteile:

Nothing at all to dislike on Zoho CRM because after the new user is through with training, the rest is just working.

Douglas
Head of CRM in USA
Gesundheit, Wellness & Fitness, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great product for a small start up

4.0 vor 5 Jahren

Kommentare: I always recommend Zoho before I recommend SalesForce. It is a best-in-class product.

Vorteile:

I recommend Zoho very often. A lot of companies go big earlier than they really need to and spend way too much on SalesForce & Marketo. I worked for a very small company with some limited budget that pivoted to sell it's product to the Enterprise. Zoho was incredibly easy to set up, intuitive to use, and contains all the most important features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredible effective acquiring leads, nurturing them, and tracking pipeline in Zoho. Our small sales team found it very easy to use and loved it.

Nachteile:

There's a point when you need a more robust integration eco-system and a lot of customization. This isn't really a con per se, but Zoho, by being not as complex and customizable as SFDC, will eventually need to be replaced. This should last you many years before you outgrow the functionality.

In Betracht gezogene Alternativen: HubSpot CRM

Warum Zoho CRM gewählt wurde: Pipedrive was new and very limited in it's functionality.

Zuvor genutzte Software: Pipedrive

Gründe für den Wechsel zu Zoho CRM: Functionality and cost

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Help Desk Solution for Small Teams

4.0 vor 5 Jahren

Kommentare: Inherited Zoho Service Desk CRM for help desk tickets. If you're considering Zoho CRM because the price is right, make sure you have clear and precise department directories, support categories, clear SLAs, spelled out escalation points, and strategic auto-repliers and boiler plate email templates ready. If you don't have these already pre-established sit down with staff and discuss it first. You'll be much more successful cut and pasting these into a blank system than to muddle along. At first this system was just a email inbox with useless reporting and we couldn't keep track of progress. Overtime, with tough changes we were able to modify the system to handle tickets better (between maintenance tickets, auto generated tickets, and support requests) for more accurate department reporting of urgent issues, projects, and regular requests by category.

Vorteile:

- Great ticketing / response help desk solution that's free for small IT teams - Great automation for creating special filters, automation rules, and auto replies for anything that comes across your support@ address. - Great CRM tracking for monitoring customer responses, reporting tools, SLA alerting when nearing SLA deadlines, agent tracking KPI metrics, and ticket history tracking. - Great solutions archive and knowledge base which can be added to via the ticket itself - Great notification options including (email alerts, webhook integrations, and SMS text messaging.) - Nice tools for scheduling routine maintenance tasks which appear as tickets and count towards technician KPIs (as tickets). - Very secure portal, customer portal, 2 FA authentication options, and easy to manage UI

Nachteile:

- Takes some time to initially setup, defaults often aren't helpful. - Hard to understand webhook integration instructions, uncertain if two-way functionality is available for a Slack integration (if so, it'll be manual). - Need to watch for mail fetching often! If you aren't getting tickets after 6 hours, mail fetching is turned off and needs to manually be reset. No polling service, or automated mail fetching ping service so you need to make sure when doing exchange maintenance to remember to start this service when stopped.

In Betracht gezogene Alternativen: ConnectWise PSA

Gründe für den Wechsel zu Zoho CRM: The cost for 5 or less technicians in a team was free so we opted for this over paid options. Has most of the features a help desk could need that was both a Cloud Hosted SaaS product.

David
IT Manager in Mexiko
Informationstechnologie & -dienste, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Zoho Desk - Ticketing Support

5.0 vor 4 Jahren

Kommentare: We receive more than 10 tickets per day from our users, regarding support IT requests, Zoho desk has been the solution in order to have just junt software to manage all that requirements in just one place and avoid to lose that urgent requeriments in the email inbox.

Vorteile:

customizable, stability, easy to use day by day

Nachteile:

At the beggining is complicated to understand how to set up, specially if this is the first time you use a ticketing software.

In Betracht gezogene Alternativen: Freshdesk

Warum Zoho CRM gewählt wurde: Because we start using Zoho CRM and someone from Zoho advised us that Zoho Desk may cover our IT Support needs and we decided to try it.

Zuvor genutzte Software: Freshdesk

Gründe für den Wechsel zu Zoho CRM: To use just one Brand software that allow us to integrate another Zoho's products that we use.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Bildungsmanagement, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

My Favorite Email Service

5.0 vor 4 Jahren

Kommentare: If you are just starting out with a business or company and you want to make your business sound more professional, you really need Zoho. I had a great experience,even signing up with multiple email addresses. Now I just have the one email address and have a professional email completely for free. However if you want to have more flexibility, you may need to consider the paid plan. There are really not many cons when it comes to Zoho.

Vorteile:

This is a free or very cheap email service depending on the plan you choose. I like this because my business is just starting out and I want to save as much as possible. Zoho is a great resource because it has all the functions I need. It integrates with my website, sends and receives emails and is fairly easy to use. It also comes with a calendar and a place to store notes and bookmarks.

Nachteile:

I am on the free version, which means that I can only access it on my computer device. The paid plan is really inexpensive and something worth investing in if you want to answer emails in a more timely manner. It may take a bit of time to get used to the interface if you've never used it before or you are switching from another email service.

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

Zoho CRM could be the next best thing!

4.0 vor 3 Jahren

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.

In Betracht gezogene Alternativen: Dynamics 365, SAP Business One und HubSpot CRM

Warum Zoho CRM gewählt wurde: Streak was far too simplistic for our needs.

Zuvor genutzte Software: Streak

Gründe für den Wechsel zu Zoho CRM: Our needs were between Streak CRM that couldn't do everything we wanted and the well known brands like HubSpot. The pricing of HubSpot seemed like it would be good, until you add the components that you wanted, then it became ridiculously expensive. ZOHO CRM was the best value for money.

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 2 Jahren

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.

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

A smart tool to mange your CRM data

4.0 vor 2 Jahren

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.

In Betracht gezogene Alternativen: Bitrix24

Warum Zoho CRM gewählt wurde: When we were using sugar CEM we don't have much features which we get from Zoho.

Zuvor genutzte Software: SugarCRM

Gründe für den Wechsel zu Zoho CRM: Initially it was free to use, so we chose to go with Zoho CRM

Royce
Consultant in Neuseeland
Medienproduktion, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Highly recommend Zoho CRM / Zoho one

5.0 vor 8 Monaten

Kommentare: Its great. Getting the Zoho One pakage is the way to go which is only $40 per month and gives you over 40 Apps to run your business. and because they all talk to each other, it makes things a bit easier to manage. For example. I was using an Excel spreadsheet for contacts, accounting software for invoices, Excel for expenses, google forms for my forms, zapier for anything that didn't connect to each other, and a couple of other apps to make my business run. The accounting software I was using was $30 a month on its own. so it was worth the change for me.

Vorteile:

How i was able to capture leads from multiple sources and have them come to the one place. Having the mobile app really helps keeping track of your contacts on the go. Workflow automation saves me a tonne of time every week.

Nachteile:

The learning curve can be initially overwhelming.

In Betracht gezogene Alternativen: Expensify, FreshBooks und AI Field Management

Warum Zoho CRM gewählt wurde: Cheaper, saved me a lot more time, Mobile apps, AI insights, Automations, Quicker invoicing and expenses

Zuvor genutzte Software: MYOB Business, Zapier, Wave, Xero und Microsoft Excel

Gründe für den Wechsel zu Zoho CRM: All my business apps were housed in one place. It was an easy decision.

Kerry
Operations Coordinator in Türkei
Möbel, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Zoho CRM helped us greatly expand our sales capabilities

5.0 vor 7 Monaten

Kommentare: Zoho CRM has had a major positive effect on expanding our sales operations. With it, we've saved a ton of working hours by automating our repetitive and time consuming tasks. It's also helped us provide a better service by setting up emails to be sent at certain times, or to send emails when our sales people couldn't get to it by a certain time. All in all, it's been an absolute treat for our operations

Vorteile:

I love the automation aspect of it. We've probably saved two or three people's worth of working hours by automating a lot of our sales processes. We have workflows to send sales emails, run campaigns, set reminders, you name it. It's made everything much more systemitized.

Nachteile:

The set up process is far from easy. It took us around a couple months to integrate it with everything else, set up custom properties, and educate everyone on using it confidently.

In Betracht gezogene Alternativen: Sage CRM, Pipedrive, Salesforce Sales Cloud und HubSpot Sales Hub

Gründe für den Wechsel zu Zoho CRM: We didn't need a huge enterprise-level for the scale of our current operations and Zoho looked more than capable for a much more reasonable price.

Ed
Studio Owner in USA
Fotografie, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The Backbone of My Business

4.0 vor 5 Monaten

Vorteile:

As a Zoho One user, I love the combination of more than a dozen business tools that I've used in pieces before. Now, they are all connected and integrated. The list of functionality and critical features is so long... This is truly the backbone of my photography studio. I thought I'd just get a CRM but with the automation and interconnection between the suite components, I just dove in!

Nachteile:

The main gripe comes with the slow implementation of some bug fixes and shortcomings. The forums are filled with users' requests for some of the industry-standard features, to which we keep hearing "in progress" or "no timeline". Some of such discussions take months and even years... It could be that the company bit more than it could chew, as the resources on some projects surely run thin, while other projects thrive.

In Betracht gezogene Alternativen: HubSpot Marketing Hub und HubSpot CRM

Warum Zoho CRM gewählt wurde: Costs and breadth of services. Zoho is unbelievably affordable for the smallest of businesses, offering all they need.

Zuvor genutzte Software: Salesforce Platform

Thamara
Thamara
Gerente de desarrollo de aplicaciones y servicio al cliente in Venezuela
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

One of the best customizable CRM

4.0 vor 6 Jahren

Kommentare: Zoho has allowed us to optimize our pre-sales and sales efforts. Taking into account, the versatility of the tool to close opportunities. Additionally, we have incorporated the service delivery process using the project module for this procedure. I estimate to be using the rest of the modules of the tool, starting with emailing marketing

Vorteile:

1061/5000 Zoho CRM is the best CRM on the market for the needs of customizing a tool. From Zoho CRM you can integrate all the elements for interaction with customers or future customers. Zoho is the only tool from my experience that allows to create, through a simple algorithm and conditions, the workflow of an area. Start with a client, potential clients and opportunities. From there the flow continues according to what the company has defined. From this tool you can cover the initiatives oriented to prospects and clients: marketing, activation project, indicators, social network management, customer service, emailing marketing, inventory, human resources management, among other features. It is one of the tools that allows to start its use from the interaction of webinar It really allows to integrate the modules according to the company's need. Even. Important that prestigious organizations use this tool to manage customer requirements

Nachteile:

Points that could be improved from this excellent CRM tool, is to include tutorial guides, as well as include a base configuration of a CRM, that is, show an initial configuration of the use of the tool. Taking into account, simple modules to implement the tool in any organization: social networks management or emaling, capture the prospect, add opportunities, billing management, customer registration. Allow to have a Zoho advisor to implement the tool. More for the questions that may arise. Taking into account, being able to add your workflow is one of the best features of this tool, however, it would be of added value to have examples within the same tool. Allow user to do exercises of this workflow, and with this it would be easier to implement customization

Alex
Director in Kanada
Marktforschung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Best-in-class for most users

4.0 vor 3 Jahren

Kommentare: I've used Zoho CRM on about 5 businesses over ~12 years and will continue in most cases because of the all-around power and tight integration with other Zoho products.

Vorteile:

Zoho CRM can meet 90% of the needs for 90% of businesses. For most users, it's identical to Salesforce, except significantly less expensive. The UI has improved in the past few years so new users can be running within an hour for basic CRM tasks. Key point: Zoho CRM is very generous with the free-tier, giving about 90% of the key features for up to 3 users. That's really important for small businesses and startups, so they can deeply evaluate the benefit.

Nachteile:

At this level of software maturity, the main advantage Salesforce has is a large ecosystem of extensions. Zoho CRM also has third-party extensions, but far fewer. It largely makes up for that with tight integration to other Zoho products.

In Betracht gezogene Alternativen: Salesforce Sales Cloud

Warum Zoho CRM gewählt wurde: Price and simplicity

Zuvor genutzte Software: Salesforce Sales Cloud

Gründe für den Wechsel zu Zoho CRM: Price and simplicity.