Zoho CRM

Score8.6 out of 10

974 Reviews and Ratings

Community insights

TrustRadius Insights for Zoho CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Contact Organization: Many users have praised Zoho CRM for its effective organization of contact information, which allows for easy access and management. They appreciate how the platform keeps their contacts in order and simplifies interactions. Customization Options: The customization feature in Zoho CRM is highly valued by users, enabling them to tailor the platform to suit their specific business needs. This flexibility in customization has garnered positive feedback from a significant number of reviewers. Integration Capabilities: Users highlight the seamless integration capabilities of Zoho CRM with other Zoho products, enhancing workflow efficiency and data sharing. This feature has been commended by numerous users for its contribution to improved productivity and collaboration.

Reviews

312 Reviews

Videos

ZOHO CRM : Simplifying Sales Process and Automating Operations

Rating: 10 out of 10

Incentivized

November 4, 2024

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.

Likelihood to Recommend

Zoho CRM has really helped streamline our day-to-day sales activities within the entire sales department. Initially, We didn't had such a tool, where we structured all the sales details in such a structured and transparent way, Introducing Zoho CRM has helped us in transparency within our sales team. It has really automated lot's of manual tasks.

Verified User

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

Vetted Review

2 years of experience

Best CRM for great database mangement features with amazing sales tools

Rating: 9 out of 10

Incentivized

November 4, 2024

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.

Likelihood to Recommend

Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.

Subhash Sharma

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

Vetted Review

2 years of experience

looking for an cost effective CRM.

Rating: 8 out of 10

Incentivized

August 25, 2024

Use Cases and Deployment Scope

Zoho CRM is designed to tackle various business challenges primarily related to sales and marketing. Some points are 1. Inefficient sales processes: Manual data entry, lack of visibility into sales pipelines, poor lead management, and inconsistent sales forecasting. 2. Limited marketing effectiveness: Inefficient lead generation, poor campaign tracking, and inability to measure marketing ROI. Data management challenges: Data inconsistencies, lack of data accessibility, and difficulty in generating reports and insights.

Pros

Sales Force Automation: Managing sales pipelines, tracking deals, forecasting sales, and automating sales processes.
Sales and Marketing Collaboration: Improving communication and collaboration between sales and marketing teams.
Marketing Automation: Generating leads, nurturing leads, and measuring marketing campaign effectiveness.

Cons

Advanced and Customised Analytics: more advanced analytics and customized and predictive capabilities could be incorporated to offer deeper insights into sales performance and customer behavior.
Make it more user friendly UI, usually for new users it looks like an complex CRM.

Likelihood to Recommend

Zoho CRM is an industry agnostic and works well with the Small to Enterprise industry.

Verified User

Director in Sales (51-200 employees)

Vetted Review

4 years of experience

Why Zoho CRM?

Rating: 10 out of 10

Incentivized

August 23, 2024

Use Cases and Deployment Scope

A CRM module is a must for small usage and at the initial stage of any business. Manual tracking or keeping Excel up to date can also be a little troublesome, which is where Zoho comes in handy. Their free version and limited access for up to 3 users really help users understand the software and get going.

Pros

Customer data.
Helpdesk
Invoicing

Cons

Reporting
Customization
Administration

Likelihood to Recommend

This is very useful and handy software for initial use and sometimes later on. Its low price and rich features make it one of the most suitable software for small and midsize organizations. Customer management and tracking make your daily tasks easier.

Verified User

Analyst in Sales (1001-5000 employees)

Vetted Review

1 year of experience

Zoho CRM! Unique software worth exploring!

Rating: 10 out of 10

Incentivized

August 21, 2024

Use Cases and Deployment Scope

I used Zoho CRM while working with SustainCERT. It is an excellent, user-friendly, easy-to-use, unique, novel, efficient, multifaceted/multi-diversified software program/platform with great/excellent features for managing office tasks, works, activities, and assignments, including the names of the respective persons involved/engaged, progress/development, overall status, targets/deadlines, etc.

Pros

tasks management
work / activities management
status tracking of progress / development
Name of the concerned person(s) involve/engaged with the activities
managing office work / activities / program and digital tracking

Cons

Missing functionality reintroduction/addition.
Making it more and more user-friendly.
Adding some features for colour coding/highlighting major features for tracking.
Easy synchronization with other relevant apps like Bamboo HR.

Likelihood to Recommend

Great Software! Awesome features!

Verified User

Professional in Research & Development (51-200 employees)

Vetted Review

3 years of experience

Zoho CRM is a No-Brainer!

Rating: 10 out of 10

Incentivized

August 16, 2024

Use Cases and Deployment Scope

We use Zoho CRM for contact acquisition and tabulation. All leads are inputed through Zoho CRM until they are closed. We try to cipher through call backs and email communication until all leads are converted.

Pros

Leads can be merged really well to enhance any duplicates.
Accounts can be created to simplify categories leads belong to.
CRM works very well for our purposes for leaving associated NOTES for new Leads and Contacts.
Attachments of pdf files can insure more files are linked to leads and contacts
Emails are good for up to two parties

Cons

Linking Zoho CRM to platforms such as ROBLY for email blasts
Social media platform linkage
Making Zoho CRM always load faster and improve
Direct touch dial phone numbers

Likelihood to Recommend

Some leads need TLC until they are closed. We always feel it is best to hone a customer-to-be by amassing as much info@gaincontact.com as possible building a NOTES profile…. Nothing less suffices.

Hannibal Pharaon

Multimedia & Marketing Manager in Marketing at GAIN Contact Group LLC (11-50 employees)

Vetted Review

8 years of experience

View profile

Give Zoho CRM a try, you won't be disappointed!

Rating: 10 out of 10

Incentivized

August 15, 2024

Use Cases and Deployment Scope

We use Zoho CRM to keep current clients up to date and for sales with leads. The system works great for keeping sales and marketing on the same page for existing clients and leads. Zoho CRM allows for team work between our departments and have caused us to work together efficiently.

Pros

Zoho CRM helps us to keep our clients in the loop with email communication
Zoho CRM helps us to stay on top of client needs
Zoho CRM helps up with the sales cycle with our leads

Cons

Some of the functionality can be tricky
Synching with other apps that aren't from Zoho can be challenging
Tech support can be laggy

Likelihood to Recommend

When I run into issues, Zoho Support is always there and always helpful. I always feel confident that any issues I have will be resolved quickly. After getting in touch with support, they always stay on top of the issues, and are very quick to address any outstanding issues.

Verified User

Employee in Marketing (51-200 employees)

Vetted Review

5 years of experience

Zoho CRM - A fantastic CRM for growing teams.

Rating: 10 out of 10

Incentivized

August 15, 2024

Use Cases and Deployment Scope

We have been using Zoho CRM for over a year now. It is used for Customer/sales-related information. It has excellent automation tools built in and does a great job generating reports of our users' activities for us to review. It also integrates into our website and can import data from our primary contact form. They also have a great support team.

Pros

Hooks into our website and can import data from forms.
Has great automation tools built in.
Reporting features are great.
Easy to learn, makes it easy for us to onboard new users onto it.
Fairly customizable. We have fine tuned it to work the way we need it to.

Cons

We sometimes run into performance issues. Its rare though.
Zoho's documentation can be overwhelming; I recommend using live support or training videos instead.

Likelihood to Recommend

It's perfect for a small or mid-sized team that needs moderate automation and customization. Their pricing, in particular, suits a small or mid-sized team better than something like Hubspot. They also offer a comprehensive free trial, which I recommend people look into. On the other hand, if your team is large or your budget for a CRM is more significant, I would also recommend looking into Hubspot; it's what we used before we moved to Zoho.

Verified User

Team Lead in Human Resources (11-50 employees)

Vetted Review

1 year of experience

A great value for money

Rating: 7 out of 10

Incentivized

August 6, 2024

Use Cases and Deployment Scope

Zoho CRM is one of the best CRM tools out there. I have personally used a fair few other CRM applications but this one just stands out of the crowd. Zoho CRM helps us in streamlining our business, from all the lead management to exporting data into other applications for more analysis. It has a steep learning curve and does take a while to get quick with it but it is worth it

Pros

Keeps track of my chats so I don't forget to follow up
Has attractive pricing, better than the competition
Easy to learn and use

Cons

Not the best UI/UX
Could use a better phone application for remote use

Likelihood to Recommend

It is well suited for any business customer relationship management work. I would highly recommend it for small businesses with low budgets. They offer high discounts as well and you can find coupons available.
It is a great sales management tool that can also be used for forecasting and analysis.

Verified User

Analyst in Sales (1001-5000 employees)

Vetted Review

1 year of experience

Zoho CRM Provided Automation & Efficiencies For Our Teams

Rating: 10 out of 10

Incentivized

August 6, 2024

Use Cases and Deployment Scope

We use Zoho CRM to aggregate reporting data from our email platform as well as our website. This data is viewed daily by our teams in a single Dashboard. This information is vital to our business decisions. Zoho CRM has made this easy for us to deploy, edit, and view.

Pros

Aggregates data
Creates easy to read reporting that everyone can understand
Retrieve data from multiple sources
See our data in real-time

Cons

The side menu is a little clunky
drag and drop between folders would also be nice

Likelihood to Recommend

If you have data, this is the product for you. You can use their built in tools to retrieve data from so many different sources from a simple excel sheet, to Google docs, to other CRM's. If you have teams and need to share your data this is the product for you. If you need to quickly aggregate data and manipulate reports, this product will suit you well.

Michael Weisel

Co-founder & Chief Technology Officer in Information Technology at Gold Lasso, Inc. (11-50 employees)

Vetted Review

4 years of experience

View profile

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Video reviews

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Best CRM for great database mangement features with amazing sales tools

Rating: 9 out of 10

Incentivized

November 4, 2024

Use Cases and Deployment Scope

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.

Likelihood to Recommend

Subhash Sharma

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

Vetted Review

2 years of experience