Zoho CRM

Score8.6 out of 10

975 Reviews and Ratings

What is Zoho CRM?

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.

Categories & Use Cases

Media

Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.

Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.

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Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.2
Opportunity management
Users can track deals and create quotes.
Category average: 8.1
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 7.8

Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Category average: 8.1
Scripting environment
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
Category average: 7.4
Call center management
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
Category average: 6.9

Verified User

Analyst in Sales (11-50 employees employees)

Use Cases and Deployment Scope

Zoho CRM is being used by our sales office in the USA as well as foreign offices. It gives us a central location to enter all products once they have been released by engineering. And then [the products] can be added to the price books for the foreign offices at the rate they would like to sell the products so that the conversion rate to their currency does not need to be calculated for every order. It also allows us to better track and organize our orders and total sales globally. When the prices increase, we can utilize excel to update the prices and bulk import all the new prices as well as the price books instead of touching every record multiple times to accommodate all the offices and currencies.

Pros

Import bulk records.
Custom workflows can be set up to email persons within the company when a task needs to be done once a trigger action has occurred.
Customize modules and layouts to suit your specific business needs.

Cons

Some of the reporting features could use a little more flexibility to allow more filtering options within the report without creating multiple reports for each salesperson.
The ability to download unlimited back ups at any time without additional fees.
The use of Zoho Sheet within ALL modules.

Return on Investment

Positive impact on automation of repetitive tasks.
Positive impact ease of quote follow up.
Positive impact on tracking new leads.
Positive impact on saving time converting quotes to orders.

Usability

Alternatives Considered

Microsoft Dynamics GP

Other Software Used

Zoho Desk, Zoho Books, Zoho Assist

Subhash Sharma

Senior Sales Executive in Sales at Siniwell (51-200 employees employees)

Use Cases and Deployment Scope

I've had an extremely incredible in general involvement utilizing Zoho CRM. By and by, I wouldn't collaborate with anyone else right presently. Indeed for individuals who are not commonplace with CRM frameworks, its user-friendly plan makes it very simple to utilize. For some a long time presently, we have been utilizing Zoho CRM, and it has been basic to the operation of our company. With information at my fingertips when required, it taken care of my information and made my whole organization sensible. But as I looked around and need to know the stage way better. All in all, I venerate this CRM.

Pros

I appreciate that Zoho One offers a wide extend of computer program items which will be utilized in put of numerous of the ones I was already paying for.
Slack and Google Cloud have been associated with the CRM to encourage detailing and collaboration.
Certain modules offer a degree of customization that's accommodating for altering the framework to different trade prerequisites.
Self-reflection and monitoring others execution are too advantageous.
You'll be able handle client bolster and planned client administration utilizing Zoho CRM.

Cons

In comparison to other alternatives, Zoho CRM is very expensive.
What I do not like around Zoho CRM is that it has slowdowns and can be a small complicated for amateur clients.
Interfacing with the client benefit staff may be a hot choice.

Return on Investment

To begin with of all, it's basic to utilize and versatile to your needs and items.
Zoho incorporates a great leads framework that's clear to utilize and very straightforward.
We are able precisely customize the program to meet our company demands thanks to the customization choices.
It is unimaginably user-friendly and basic to adjust to our favored workflows.
Indeed in case you're not exceptionally commonplace with CRMs, it is basic to customize and explore the information.

Alternatives Considered

Tableau CRM, HubSpot CRM and Pipedrive

Other Software Used

Adobe Acrobat Reader, Zoho Analytics, Microsoft 365

Verified User

Manager in Information Technology (1-10 employees employees)

Use Cases and Deployment Scope

Zoho allowed us to consolidate our database and marketing solutions into one ecosystem.

Pros

Customization
Features
Pricing

Cons

Automation can be complicated
The learning curve from other systems
Not the most user-friendly

Return on Investment

Very well priced in comparison to it's competetition
We saved a lot of money by moving from multiple platforms to one
It does take a lot of time to implement a specific use-case

Alternatives Considered

Copper, Mailchimp and Slack

Other Software Used

Zoho Campaigns, Zoho One, Zoho Projects

Verified User

C-Level Executive in Corporate (51-200 employees employees)

Use Cases and Deployment Scope

Zoho CRM has transformed our sales and marketing landscape! Its user-friendly design and flexible customization options have simplified our workflows. What truly sets Zoho apart is its commitment to customer success, evident in its expert onboarding and ongoing support. The CRM has simplified our sales process within the organization i.e. from lead generation to lead closures. We have a full transparency within the sales team and their day to day activities within the organizations.

Pros

Simplifying Sales Process
Streamlining Email Campaign
Real-Time Data Analytics

Cons

Detailed Documentation to understand the features more in details.
Integration Issues were initially but later got resolved
Personalized Onboarding could help Initial Issues.

Return on Investment

Increased Productivity
Automation of Manual Tasks
Improved customer turn around time

Namandeep Bhatia View profile

Co Founder & Chief Technology Officer in Research & Development at Pickright Technologies (11-50 employees employees)

Use Cases and Deployment Scope

We use ZOHO CRM for multiple purposes, mainly:-

1. Project Management : We use it as collaborative tool for team, assign work here and keep track of progress and all other normal features.

2. Marketing; lead management: We use to keep tracks of both digital and physical marketing campaigns, ROI of campaign and other related use cases.

Pros

It is good tool for quick setup of work distribution system
It tracks and calculate ROI of campaigns very well
It has vast ecosystem and connection with outside apps makes it much more powerfull
It provide free credits to startups.

Cons

It is particularly not good for Agile management.
Initial setup is little tedious; however thier support is really good and help you in all sorts of customisations

Return on Investment

With proper campaign management we started improving ROI on campaigns
Management of physical campaigns makes our life easy

Alternatives Considered

Freshdesk

Other Software Used

ClickUp, Slack

Zoho CRM

What is Zoho CRM?

Categories & Use Cases

Media

Key Features

Top Performing Features

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Areas for Improvement

Interaction tracking

Scripting environment

Call center management

Reviews

Use Cases and Deployment Scope

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Usability

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Use Cases and Deployment Scope

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Use Cases and Deployment Scope

Pros

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Return on Investment

Alternatives Considered

Other Software Used

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