What Is Zoho CRM?
Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.
Who Uses Zoho CRM?
Zoho CRM can be used by small, middle and large businesses. You can even build your own version of Zoho CRM. Sell smarter and faster with Zoho CRM.
Where Zoho CRM can be deployed?
Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
About the vendor
- by Zoho
- Founded in 1996
- Phone Support
- 24/7 (Live rep)
- Chat
Zoho CRM pricing
Starting Price:
- Yes, has free trial
- Yes, has free version
Zoho CRM has a free version and offers a free trial. Zoho CRM paid version starts at US$20.00/month.
Pricing plans get a free trialAbout the vendor
- by Zoho
- Founded in 1996
- Phone Support
- 24/7 (Live rep)
- Chat
Zoho CRM videos and images
Zoho CRM Features
CRM
- API
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Projections
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
Construction CRM
- API
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Bid Management
- Buyer Management
- CRM
- Calendar Management
- Calendar/Reminder System
- Change Order Management
- Client Tracking
- Collaboration Tools
- Communication Management
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Management
- Document Storage
- Email Management
- Email Marketing
- Estimating
- For AEC Industry
- Forecasting
- Job Costing
- Job Scheduling
- Lead Management
- Pipeline Management
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Quotes/Estimates
- Reporting & Statistics
- Reporting/Analytics
- Sales Approval
- Sales Pipeline Management
- Scheduling
- Subcontractor Management
- Task Management
- Task Progress Tracking
- Task Scheduling
- Third Party Integrations
- Warranty Tracking
- Workflow Management
Contact Management
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Batch Processing
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Data Synchronisation
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Reminders
- Reporting & Statistics
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Shared Contacts
- Social Media Integration
- Tagging
- Task Management
- Template Management
- Third Party Integrations
- Workflow Management
Customer Engagement
- AB Testing
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Behaviour Tracking
- CRM
- Campaign Analytics
- Campaign Management
- Chat/Messaging
- Churn Management
- Communication Management
- Community Management
- Content Creation
- Content Management
- Customer Database
- Customer Experience Management
- Customer Segmentation
- Customisable Branding
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Drag & Drop
- Email Management
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- Gamification
- Live Chat
- Monitoring
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Language
- Real Time Analytics
- Real Time Data
- Real Time Monitoring
- Real Time Notifications
- Real Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Social Media Integration
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Third Party Integrations
- Video Support
- Visual Analytics
- Widgets
- Workflow Management
Customer Experience
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Campaign Management
- Chat/Messaging
- Communication Management
- Customer Experience Management
- Customer Segmentation
- Customisable Branding
- Customisable Forms
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Dashboard
- Data Visualisation
- Drag & Drop
- Email Management
- Engagement Tracking
- Feedback Management
- Knowledge Management
- Live Chat
- Monitoring
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Management
- Multi-Language
- Negative Feedback Management
- Predictive Analytics
- Ratings / Reviews
- Real Time Analytics
- Real Time Data
- Real Time Monitoring
- Real Time Notifications
- Real Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Search/Filter
- Sentiment Analysis
- Social Media Integration
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Text Analysis
- Third Party Integrations
- Trend Analysis
- Visual Analytics
- Widgets
- Workflow Management
Customer Loyalty
- API
- Activity Dashboard
- Activity Tracking
- CRM
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Client Portal
- Communication Management
- Customer Accounts
- Customer Activity Tracking
- Customer Database
- Customer History
- Customer Profiles
- Customer Segmentation
- Customer Surveys
- Customisable Branding
- Customisable Templates
- Discount Management
- Email Management
- Email Marketing
- Engagement Tracking
- Gamification
- Gift Card Management
- Loyalty Cards
- Loyalty Program
- Member Portal
- Membership Management
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Performance Metrics
- Point of Sale (POS)
- Promotions Management
- Real Time Analytics
- Real Time Data
- Referral Tracking
- Reporting & Statistics
- Reporting/Analytics
- Rewards Management
- SMS Marketing
- Segmentation
- Social Media Integration
- Social Promotion
- Survey/Poll Management
- Surveys & Feedback
- Third Party Integrations
- Transaction History
- eCommerce Management
Financial CRM
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Management
- Customer Database
- Customisable Reports
- Customizable Fields
- Data Import/Export
- Document Management
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Expense Tracking
- Financial Management
- For Financial Institutions
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Management
- Marketing Automation
- Mobile Access
- Pipeline Management
- Relationship Tracking
- Reporting & Statistics
- Sales Reports
- Search/Filter
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Integrations
- Workflow Management
Knowledge Base
- API
- Alerts/Notifications
- Cataloguing/Categorisation
- Chatbot
- Collaboration Tools
- Commenting/Notes
- Content Library
- Customisable Branding
- Customisable Templates
- Dashboard
- Document Storage
- Drag & Drop Editor
- Email Alerts
- Feedback Management
- Full Text Search
- Knowledge Management
- Live Chat
- Mobile Alerts
- Mobile Interface
- Multi-Language
- Online Forums
- Pre-built Templates
- Real Time Notifications
- Real Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Rich Text Editor
- SEO Management
- Self Service Portal
- Social Media Integration
- Templates
- Text Editing
- Third Party Integrations
- User Management
- WYSIWYG Editor
- Web Notifications
- Website Integration
- Widgets
- Wiki
Lead Management
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Analytics
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customer Segmentation
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Monitoring
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Social Media Integration
- Source Tracking
- Task Management
- Template Management
- Third Party Integrations
- Web Forms
- Workflow Management
Mac CRM
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Calendar Management
- Calendar Sync
- Campaign Management
- Contact Database
- Contact Management
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Management
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- For Mac Devices
- Forecasting
- Interaction Tracking
- Landing Pages/Web Forms
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Third-Party Integration
- Workflow Management
Marketing Automation
- AB Testing
- API
- Activity Dashboard
- Activity Tracking
- Analytics/ROI Tracking
- CRM
- Campaign Analytics
- Campaign Management
- Campaign Segmentation
- Contact Management
- Conversion Tracking
- Customer Database
- Customisable Branding
- Customisable CTAs
- Customisable Forms
- Customization
- Data Import/Export
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Email Distribution
- Email Marketing
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Landing Pages/Web Forms
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Marketing Automation
- Marketing Calendar
- Mobile Access
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multivariate Testing
- Real Time Data
- SMS Marketing
- Sales Analytics
- Search Marketing
- Segmentation
- Social Marketing
- Social Promotion
- Template Management
- Third Party Integrations
- Visual Analytics
- Website Analytics
- Website Visitor Tracking
- Workflow Management
Online CRM
- API
- Activity Dashboard
- Activity Tracking
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Cataloguing/Categorisation
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customer Service Analytics
- Customer Support
- Customer Surveys
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- FAQ
- Forecasting
- Interaction Tracking
- Knowledge Management
- Lead Capture
- Lead Management
- Live Chat
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Reminders
- Reporting & Statistics
- Request Escalation
- Routing
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Self Service Portal
- Social Media Integration
- Task Management
- Third Party Integrations
- Web-based Deployment
- Workflow Management
- XML / RSS
Predictive Lead Scoring
- AI/Machine Learning
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Management
- Contact Database
- Contact Management
- Customer Segmentation
- Customisable Templates
- Customizable Fields
- Customizable Scoring
- Data Enrichment
- Demographic / Firmographic Data
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Multiple Scoring Models
- Opportunity Management
- Pipeline Management
- Predictive Analytics
- Prioritisation
- Process/Workflow Automation
- Prospecting Tools
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Social Media Integration
- Task Management
- Third Party Integrations
- Web Forms
- Workflow Management
Real Estate CRM
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- CRM
- Calendar Management
- Campaign Management
- Client Management
- Client/Property Matching
- Commission Management
- Contact Database
- Contact Management
- Customer Database
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Data Synchronisation
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Pipeline Management
- Pipeline Reports
- Real Time Notifications
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Reports
- Segmentation
- Social Media Integration
- Task Management
- Task Scheduling
- Template Management
- Third Party Integrations
- Workflow Management
Sales Enablement
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Management
- Collaboration Tools
- Contact Database
- Contact Management
- Content Delivery
- Content Management
- Customisable Branding
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Templates
- Engagement Tracking
- For Sales Teams/Organizations
- Goal Management
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Meeting Management
- Opportunity Management
- Performance Management
- Pipeline Management
- Presentation Tools
- Prioritisation
- Proposal Management
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Reporting & Statistics
- Sales Onboarding & Training
- Sales Reports
- Sales Trend Analysis
- Task Management
- Task Scheduling
- Template Management
- Third Party Integrations
- Training Management
- Workflow Management
Sales Force Automation
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Call Management
- Campaign Management
- Channel Management
- Commission Management
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Segmentation
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Field Sales Management
- Forecasting
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Proposal Generation
- Real Time Data
- Real Time Reporting
- Referral Tracking
- Reminders
- Reporting & Statistics
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
Sales Forecasting
- "What If" Scenarios
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Budgeting/Forecasting
- Business Process Control
- CRM
- Collaboration Tools
- Competitive Analysis
- Contact Database
- Contact Management
- Correlation Analysis
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Visualisation
- Drag & Drop
- Dynamic Modeling
- Email Management
- Exception Reporting
- Forecasting
- Graphical Data Presentation
- Lead Capture
- Lead Management
- Lead Qualification
- Modeling & Simulation
- Multi-Currency
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Reporting & Statistics
- Role-Based Permissions
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Statistical Analysis
- Task Management
- Third Party Integrations
- Visual Analytics
- Workflow Management
Sales Tracking
- Access Controls/Permissions
- Activity Dashboard
- Activity/News Feed
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- Calendar Management
- Call Logging
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Customisable Branding
- Customisable Reports
- Data Import/Export
- Document Management
- Electronic Signature
- Email Management
- Email Templates
- Event Triggered Actions
- File Sharing
- Goal Setting / Tracking
- Interaction Tracking
- Kanban Board
- Lead Management
- Lead Scoring
- Leaderboards
- Live Chat
- Mobile Access
- Mobile App
- Process/Workflow Automation
- Product Catalogue
- Prospecting Tools
- Reminders
- Reporting/Analytics
- Revenue Management
- Sales Pipeline Management
- Search/Filter
- Task Management
- Territory Management
- Third Party Integrations
- Transfers/Routing
Small Business CRM
- Business Card/Badge Scanning
- Calendar/Reminder System
- Contact Management
- Document Storage
- Email Management
- Forecasting
- Interaction Tracking
- Lead Management
- Lead Qualification
- Live Chat
- Marketing Automation
- Quotes/Estimates
- Reporting/Analytics
- Sales Pipeline Management
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
Social CRM Tools
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audience Targeting
- Brand Tracking
- CRM
- Calendar Management
- Calendar/Reminder System
- Collaboration Tools
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Management
- Customer Database
- Customer Engagement
- Customer Social Profiles
- Customer Support
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Data Visualisation
- Drag & Drop
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Lead Capture
- Lead Nurturing
- Live Chat
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-Channel Social Integration
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Pipeline Management
- Search/Filter
- Sentiment Analysis
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Tagging
- Task Management
- Third Party Integrations
- Visual Analytics
- Workflow Management
Zoho CRM Alternatives
More Zoho CRM alternatives
Aminuddin B.
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.
Pros:
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.
Cons:
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.
Damian C.
A functional CRM that does the basics and more, well. Fits a business of any size.
Comments: I think there are some very good functions and features in Zoho CRM. It is easy easy to use and also has a raft of potential add-ons in the Zoho Suite that can be used at a small cost such as Zoho Sign which is so simple to use along with Zoho Survey. It can be White Labelled which I like.
Pros:
It ticks our list as a Cloud-based solution after moving from a system on a shared network drive operation. You receive quite a lot for the price. It is built around the sales funnel/channel and does this well. It gives you all the functionality within the leads or accounts fields to record meetings, interactions, emails, phone calls, emailing directly from Zoho and calling from Soho if using a VOIP system. It's actually got good 3rd party cross-functionality with 365 or G-Suite, I use the former with excellent Outlook usage.. Chat functions or messages are easy and can be linked to a client or user and sometimes are a better way to record the customer record that on ordinary business email. I have only needed to contact the support team a few times but each time has been very quick and a swift resolution. I have used some of the automated marketing features and it is definitely something that I will utilise more with any web info request funnelled to Zoho.
Cons:
The UI can look a bit plain for some if you do not know how to customise. Downloading or collating data is not always straight forward. This is also to be said about uploading leads. It is not always clear which part of an upload has failed. However, when the upload does work it is a great time saver. The search function is not that intuitive; I found sometimes unless you type in an exact match it does not return anything.
Tarek B.
Zoho CRM: A well known name in the industry, but implementation might be complex
Comments: The overall experience with Zoho was very average, in the beginning, we were amazed with the range of features, but in the end, we had to contact the customer service a number of times which added complexity and delays to achieve what our client wanted in the first place.
Pros:
Zoho has a number of interesting functions, including the marketing and the optimization of customer relationships online. The good news about Zoho is that it offers a good free plan to start with and familiarize with the platform, and also see immediate results in the business.
Cons:
With Zoho, you will quickly need to contact a great customer service team located in different countries of the world. This is not necessarily a good thing, although the technicians are very knowledgeable, because the idea behind having a software tool is to reduce the reliance on a third person, the automation of the process, and the independance from a technical talent in the business.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Switching to Zoho CRM: Together with our client, the choice of Zoho CRM mainly relied on its positive reputation in the market, and the reasonable pricing it was offering. However, the choice should not only be based on the pricing, but rather on the actual needs of a CRM for the target business.
Jen W.
You get what you pay for
Comments: Unlike my other review, I only used Zoho as a user, not as an administrator. I can't comment on the customer service, as I never had contact with them. I'm aware of the pricing as I shopped them before choosing the CRM my team uses now. Basically, this is a great free database, accessible by multiple users. It is not a great pipeline tracker. It is not a great system for an efficient data entry process.
Pros:
The best thing about Zoho is that it's free for up to a number of users. Great for a small business who doesn't have a budget for CRM yet and needs somewhere to store information and search it later. It can be simple to use. I always look for a system that you can enter a very minimal amount of information into in order to store a lead or prospect. Zoho is definitely capable of that. I have used this in conjunction with inside and outside sales teams together. It was simple enough for the inside team to look up an account that calls in to see if they've had contact with an outside rep, and vice versa. It's nice that it has a mobile app, though when I stopped using it it was still the least intuitive/useful app I had on my mobile devices.
Cons:
I've used other CRMs, and I noticed that using both Zoho and another (Salesforce) it is very common to happen upon duplicate prospects in the system. It seems like the way an account is entered is not as intuitive in detecting that the account already exists. I've used others that will suggest any contact, address, phone number, name or business that already exist in the company's pipeline literally as you're typing them. With Zoho it's more like you look up each data field first on your own to be sure the account doesn't exist before entering it. That can be pretty tedious for an already tedious job like assisting our reps with data entry. The result is lost notes, because some are on one of the duplicates and some are on the other. I've seen this particular problem cause a lot of lost time and energy for outside reps in particular, who go out to an account not knowing the most up to date information about it. I also found the other tools to be less useful than in other CRMs. For instance, generating a report on your pipeline and what stage the accounts are in. Other CRMs in a similar price range are easily capable of telling a user how many prospects are in follow up or final stages of the sales process. While using Zoho, I actually tracked my pipeline on my own separately using a spreadsheet. It was easier and more intuitive than the CRM offered. Now, leading a team, I would not use this CRM and this would be a big reason why. I can't imagine trying to track the progress of our leads via a team using this CRM's tools.
Vincent M.
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.
Pros:
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.
Cons:
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
Alternatives Considered: Salesforce Sales Cloud and Dynamics 365
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.
