About Zoho CRM
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution.
I like that it is very flexible, there are many customization possible and the customer support is great.
The programming language for the custom functions. Also the Document merge function, lack of fonts, merging wrong characters sometime.
Filter reviews (5,777)
Resourcful CRM tool for entrepreneurship
Comments: Great expirience and It is a good tool to consider for resource management.
The ability of the tool to integrate multiple resourcesful tools that enchange productivity and collaboration.
The tool works best with tools and programs from Zoho, which creates some times compatability problems.
Reasons for Switching to Zoho CRM: It is a complete suite of services and at the start of the team it is a greate tool.
A smart tool to mange your CRM data
Comments: 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.
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.
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.
Alternatives Considered: Bitrix24
Reasons for Choosing Zoho CRM: When we were using sugar CEM we don't have much features which we get from Zoho.
Switched From: SugarCRM
Reasons for Switching to Zoho CRM: Initially it was free to use, so we chose to go with Zoho CRM
Buy something else
Comments: We are tired of stuff breaking and having to troubleshoot on our own. We are actively looking for a replacement.
price is the only pro with zoho CRM at this point, but you get what you pay for, not much!
Support is terrible, product has too many bugs and it seems like it was developed by technical people with no real Business knowledge. They are constantly adding more modules and this make other stuff break. instead of working on new modules they should make the CRM better and bug free. A lot of stuff does not make sense, We use CRM, Desk and campaigns daily and they are NOT as seamless integrated as they should be. zoho mail is useless so we continue to use outlook to manually send emails rather then sending emails from CRM. If a contact opts out of marketing emails (newsletters etc) then you can't email them directly from the CRM. BIG flaw, just one among many many flaws in the software.
Zoho CRM Review for Real Estate
Comments: 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.
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.
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.
Reasons for Choosing Zoho CRM: AppTivo lacked flexibility and features I considered critical.
Switched From: Apptivo
Reasons for Switching to Zoho CRM: Flexibility and cost.
What I love about Zoho? It's really easy to use and very helpful software for business holder
Comments: Zoho help us alots to keep all our account data and customer information. It's quite easy to use. I love there feature and there reporting system mostly.
I love Zoho CRM . I am using there apps since last 2 years. Simple to use and keep all data. Most important thing we can create filtered report from Zoho CRM. Another important thing is we can create products coasting system which is really useful to know that how much we expensed on this product and how much we get
I would say everything is fine but yes they can follow other software to improve more and add other facilities. Such as adding payroll in there Accounting system so people who is looking for payroll system then can use accounting system together.
Affordable CRM with end to end features
Comments: We are using Zoho CRM since many years. we are extremally happy with their products and features and customer support. Would recommend zoho for any kind of businesses.
Below are the listed pros, 1.Affordable 2. Easily customizable 3. Very good customer support 4. Zero/ null down time 5. Everything under one roof
Cons, Zoho has many features and needed items are made into different products, and it could be part of one product instead of many. I know about Zoho One but in that case its very expensive to enjoy all at one place.
Reasons for Choosing Zoho CRM: Customer support and features
Reasons for Switching to Zoho CRM: Find it affordable and better in features and support.
Robust, Flexible CRM but does not intergrate with Getresponse Email marketing
Comments: Overall 9/10
1. Depth of customer record management 2. Customization flexibility 3. Makes it easy to delegate and monitor sales force performance at various levels
does not integrate with Getresponse. Pl. check for integration if you use a separate email marketing service
Alternatives Considered: Salesforce Sales Cloud
Reasons for Switching to Zoho CRM: Basis prior history and comfort with zoho. It meets almost all requirements feasibly
Best CRM for StartUps
Flexibility to implement CRM as our business needs.
Immediate Software Support is not too good but you will get your queries resolved within 2-3 days
Alternatives Considered: HubSpot CRM
Reasons for Switching to Zoho CRM: Already in Zoho Ecosytem and it's the ability to integrate with other Zoho Products
Zoho CRM - track your customers
Comments: This tool is very useful for managing your customers' information because in it you can keep track, you can send emails to customers who have not bought from your business for months, Zoho CRM allows you to automate emails in these cases or by receiving a notification to sellers to get in touch with the customer and to be able to place a new order, because the management becomes more efficient and they have an order where you can continuously monitor your customers through many channels, be it email, telephone or social networks.
I like Zoho CRM because it is a useful and easy to use tool. In it you will be able to automate and manage the relationships of your clients, keeping an order in the administration of their information, this allows you to optimize your sales functions in the field of marketing, with Zoho CRM you can take care of the organization, inventory management and customer assistance, I like that you can do all of this from one place. In addition, you will be able to assign tasks, reassign tasks.
integrations with other software in some cases are unnecessary
Zoho CRM is hard to use but is also the most complete CRM software
Comments: Zoho CRM is the most complete and personalizable CRM software out there. Because of it I can say that it has a steep learning curve, but if you stay longer it does compensate.
Zoho CRM has a lot of features and is also highly personalizable.
The huge amount of features and the fact that it is built for personalized use makes it hard to get into the software in the first time.
Reasons for Choosing Zoho CRM: Zoho CRM was recommended by a friend.
Reasons for Switching to Zoho CRM: Zoho CRM was recommended.
An integrated solution that suits everyone to properly organize relationships with customers
Comments: 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.
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.
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.
Zoho CRM Review
Comments: 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
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.
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.
Alternatives Considered: HubSpot CRM
Reasons for Switching to Zoho CRM: We were looking for a complete business operating system and Hubspot was not the write tool for us, because we have to purchase multiple tools and connect it with Hubspot and that will add exxtra cost. So, we have figured out Zoho One as one of the tools which will fulfill our thirst.
Easy to use, monitor leads and manage team assignments
Comments: 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.
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.
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.
CRM tools that worked
Comments: 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.
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.
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.
Zoho CRM for non profit animal welfare organisation -rescue, hospital and shelter management
Comments: 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%
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
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.
Alternatives Considered: ERPNext
Reasons for Choosing Zoho CRM: Zoho CRM was easy to use and we could visualise the end solution without much difficulty while evaluating our use-case fit due to its incredible flexibility.
Reasons for Switching to Zoho CRM: Use case product fit was much better. Our entire process listed below could be mapped quite easily in the core product. - receiving rescue requests for street animals using Zoho Forms - street animal rescues with GPS capture using Flutter app built on top of CRM - intake of sick injured animals and managing their veterinary care with case sheet for each one (over 2000 animals) - donor management - WhatsApp integration to communicate with rescue requestors and donors
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
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.
Everything you need straight out the box
Comments: 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.
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.
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.
Reasons for Choosing Zoho CRM: We wanted more functionality and Zoho was very competitively priced.
Switched From: Act!
Zoho One User
Comments: 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.
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.
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
Reasons for Choosing Zoho CRM: We needed something more encompassing and flexible. ACT's firs failure was not being able to integrate with Ring Central. Zoho allows for a click to call and bingo, your on the phone with whomever you're calling.
Switched From: Act!
Reasons for Switching to Zoho CRM: 1. Chose Zoho One for pricing 2. flexibility 3. expandability 4. capability 5. functionality You can program this entire platform work together as one cohesive mechanism. It's truly an amazing platform once you get your head wrapped around the entire concept and you give yourself some time to work with it, I really think you will find it a very solid product. The downfall is it's all cloud based, it's not on premise. sometimes the website is a bit sluggish. Zoho on occasion takes a few moments to update. Salesforce priced themselves out of the market and I would have to hire a developer just to use the product. That's an immediate no go right out of the gate. Microsoft Dynamics I could manage on my own, however I still would be required to engage a partner and their minimum investment starts at $5000 another no go.
Zoho CRM could be the next best thing!
Comments: 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.
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.
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.
Reasons for Choosing Zoho CRM: Streak was far too simplistic for our needs.
Switched From: Streak
Reasons for Switching to 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.
CRM for Small Business
Comments: 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
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
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.
Reasons for Choosing Zoho CRM: Google is Good but very Expensive. Zoho is on the other hand a bit low on the price side. Initially that was the primary reason to switch.
Switched From: Google Drive
Reasons for Switching to Zoho CRM: It was a little less costly and was promising a lot of features. Other Options that we tried was not promising much. Another very important thing is that they gave us 2 months free, the paid version for free. For the whole team with the Email support. I mean we had our [email protected] for free. In the while We tested the platform as much we could and liked it, purchased it. Happy that we did.
Keep your customers engaged with your business
Comments: 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.
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.
The software can not be self-hosted on your private server.
Reasons for Choosing Zoho CRM: Zoho CRM provided smooth data migration and a rich set of features.
Switched From: Odoo
Reasons for Switching to Zoho CRM: Zoho CRM is easy to get started and integrate with existing business processes. Also, they offer a free plan and paid plans starting from just $14 per month.
Solid integration for our business needs
Comments: I like getting every one of my clients and openings here, I like the "openings" area where I can utilize the kanban view to have an incredible outline of every one of my chances and I can make from here all assignments that I need to follow up and in that manner, I can't miss any of them. I like additionally the report area so my group and I can see the business wins of the month and the figure for the next months to settle on a legitimate objective. Different parts exceptionally helpful is the likelihood to coordinate with Aircall (telephone framework) and Woocommerce to get synchronize all clients subtleties. I don't care for the statement work. similarly as with the expert arrangement I can't actually tweak my statements so I need to make without anyone else. I don't have some other protests as I'm very content with it.
Through Zoho CRM I am effectively overseeing asks and citations in light of the fact that through its information synchronization I stay to refresh about the main leads and about the main clients, accordingly I am better at taking care of the business pipeline. Presently I can all the more likely help my clients seven days every week and 24 hours per day through its considering administrations that additionally assists me with social affair their criticism, this information assists me with advancing acquire adjustments my items. With its shrewd calling administration, I can likewise have live talks with my clients. The fascinating thing is it's anything but an extraordinary method of overseeing various visits without a moment's delay and layout messages make more effectiveness.
As far as task overseeing more alteration is require. The application doesn't zero in on the set of experiences, I have difficult issues about the following of the cycles and about the detailing of the past receipts. At times the product gets increasingly slow humming sound beginnings showing up on my work area.
Best-in-class for most users
Comments: 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.
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.
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.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Choosing Zoho CRM: Price and simplicity
Switched From: Salesforce Sales Cloud
Reasons for Switching to Zoho CRM: Price and simplicity.
The best CRM we have use
Comments: Zoho CRM help us to easily managing our customer support and interaction with customer. It is so easy to learn all the features and has help us managing leads coming from the marketing funnel.
Zoho CRM is cloud based platform, which mean it can be access from any device with internet connection. Managing a customer relationship tools like emails, quick chat, bot chat, sales call, marketing funnel and social media is very possible with Zoho CRM and the tools is well build with no problem to integrate it with third part service.
The are some bugs and glitches that are still not fixed. Sometimes, i can even login to the platform and keep showing an error for the Captcha. Other than that, the email template that are provided is difficult to edit and not many option to customized it.
Zoho CRM is a solid CRM for SMB's / SME's!
Comments: Very good. I use it on several different businesses.
ZOHO CRM is a robust CRM system that is perfect for small firms needing 'big tools' for managing contacts / leads / quotes / and invoices. I would highly recommend ZOHO CRM for any company looking to set up CRM for the first time. It isn't scary. It's very self explanatory. It has most of the bells and whistles that an Enterprise CRM suite would include.
There are idiosyncrasies in most of ZOHO's products - and ZOHO CRM is no different. - Little quirks are what's most annoying, for example, when dealing with 'suspects' (earliest stage interactions with prospects), system data that is 'entered' (by the prospect) cannot be carried through a workflow to Quotes, Sales Orders, and Invoices. Bizarre! The net result is you end up bypassing the tools that prevent your desired workflow from working.
Reasons for Choosing Zoho CRM: Salesforce was too complex for the simple CRM routines i required at that juncture.
Reasons for Switching to Zoho CRM: Lower cost. Simpler product. Easier (and cheaper) to follow an upgrade path.