Zoho CRM

Zoho CRM

Pros:

Great Product Zoho CRM. Highly recommended for newly setup business.Budget friendly.

Cons:

Data sync from multiple sources makes processes slow.

Robust CRM, Great Value

Comments: Overall good experience. But do suggest the offer higher limits for customization and options such as Zoho Campaigns etc.

Pros:

Easy to use every day, and options are simple to manage.

Cons:

Customizations can be tricky, and it does have certain limits that you will need to increase, but Zoho support is great to work with.

Alternatives Considered: Zero and Quickbooks Online

Reasons for Choosing Zoho CRM: Wanted to have a single CRM for contact management, invoicing, tracking etc.

Switched From: FreshBooks

Reasons for Switching to Zoho CRM: Ease of use, flexibility, and pricing.

Zoho CRM is a professional, full scale business solution for online professionals!

Comments: Working in the Zoho environment was easy. Everything has a nice consistent feel and good layout. I could imagine this being a good choice if you want to switch to an all-in-one business solution.

Pros:

The option to switch to a full-fledged online business software suite is a great plus. If you are on the lookout for more software in the feature that integrates well with Zoho, you can find all that in their complete suite.

Cons:

Some features, like filtering and layout adjustments, are only available in the paid version. Not a huge dealbreaker, but something to consider.

Zoho CRM is very good, but it's not brilliant.

Comments: It's very good at delivering against the key tasks of CRM, but it's not amazing. Also, it's a lot more expensive than it used to be (approx 100% more expensive now, than when I first started using it).

Pros:

It's relatively cheap (approx $40 per user). It does everything I need from CRM (Contact Management / Sales Pipeline Management / Sales Order Management / Invoicing) relatively well.

Cons:

The interface always has been (and seems like it will always be) a bit clunky. I've also always hated that those arriving at the early stage of the sales process (Leads) cannot automatically be moved to 'Contacts' / 'Prospects'. I find this infuriating.

Alternatives Considered: Dynamics 365 and HubSpot CRM

Reasons for Choosing Zoho CRM: Zoho CRM better at the tasks i required. Easier to learn on the job. Zoho is quite simple to use, especially when compared to Microsoft Dynamics.

Switched From: Dynamics 365

Reasons for Switching to Zoho CRM: Zoho much simpler than Dynamics to learn and use. Zoho much cheaper than Hubspot, which have an amazing knack of 'not having the tools you need (within the current package you pay for!).'

Excellent Mobile App Experience

Comments: I am able to manage my sales prospects and contacts in a way that allows me to be effective in the field in a sales rep capacity while not chained to a desk using a full desktop browser version of the site.

Pros:

So as a solopreneur who generally operates in a sales capacity, a robust and functional mobile app experience is critical for me. So many CRMs really drop the ball here and have an app with such reduced functionality that it's not very valuable in the field away from access to the desktop app. But Zoho has don an excellent job of maintaining a lot of functionality in the app and that was a primary consideration in my choice.

Cons:

The deep customizability of the app is both a blessing and a curse, because there is a bit of a learning curve and upfront investment of time to get the most out of the CRM