Recenzje produktu: Zoho CRM

Solid platform for small business

Komentarze: Really positive. Good customer service and a great price.

Zalety:

We used zoho one that allowed us tl take advantage of the full zoho suite of products for a great per user price

Wady:

Reporting in zoho crm was a bit limited for deep analysis of data

Effective CRM System

Komentarze: Very positive! It is much more simple and better designed than some CRMs I have used varying from cheap ones up to higher end custom ones. It offers all the usual functionality and the navigation is simple.

Zalety:

Very easy to use compared to other systems I have tried! Easy to integrate, mass update records, export information and access via app.

Wady:

Would prefer stronger integration with Zoho Sites and Bookings to add more functionality in automation but this likely could have been achieved with more technical knowledge.

Versatile but Tricky CRM

Komentarze: It solves CRM question in our business but it requires maintenance and internal efforts to keep up and improve.

Zalety:

That you can really build a lot and customize it to your business needs.

Wady:

That there are hidden bugs, things happening which documentation says should not happen. Support takes forever to reply and pushes you towards Zoho experts. In many cases our Zoho experts ended up contacting Zoho about bugs but got their replies quickier.

One of the top CRM solutions

Komentarze: 100% Satisfied with the product, support, updates, and price.

Zalety:

The value for money is excellent compared to other tools in the sector. Also, the capability to create custom functions and integrate with proprietary and non-proprietary solutions is very useful.The user interface is very intuitive and clear. The customization process is very simple, most modules do not require customization because the preset data responds to general needs.Also, you can create a custom module to capture specific data, this can be related to the base modules, making all your data linkable.

Wady:

Documentation can be outdated, but customer support has a lot of knowledge.

Zoho CRM helped us greatly expand our sales capabilities

Komentarze: Zoho CRM has had a major positive effect on expanding our sales operations. With it, we've saved a ton of working hours by automating our repetitive and time consuming tasks. It's also helped us provide a better service by setting up emails to be sent at certain times, or to send emails when our sales people couldn't get to it by a certain time. All in all, it's been an absolute treat for our operations

Zalety:

I love the automation aspect of it. We've probably saved two or three people's worth of working hours by automating a lot of our sales processes. We have workflows to send sales emails, run campaigns, set reminders, you name it. It's made everything much more systemitized.

Wady:

The set up process is far from easy. It took us around a couple months to integrate it with everything else, set up custom properties, and educate everyone on using it confidently.

Rozważane rozwiązania alternatywne: Pipedrive

Powody przejścia na produkt: Zoho CRM: We didn't need a huge enterprise-level for the scale of our current operations and Zoho looked more than capable for a much more reasonable price.

Great System, Zoho Needs to Make Some Impovements

Komentarze: Overall very good. I have used Sales Force and Hubspot in the past, and Zoho is on par with them for a much lower cost.

Zalety:

Overall, it works very well. It is especially valuable to look at Zoho One, which offers a comprehensive set of tools for most of your CRM/ERP/Finance needs. Most features work out of the box, and there is easy customization for things that don't.

Wady:

There are several areas where Zoho is behind other CRMs - for example managing multiple addresses, emails and phone numbers. While you can build solutions yourself, you shouldn't have to for basic needs. Also with integration for other Zoho products, it typically works well, but when there are issues it takes Zoho a long time to address them. They recently changed how CRM and Campaigns sync and the old way was much better, it feels like they didn't talk to users before doing it.

Overly Complicated Interface

Komentarze: Overall, our experience with Zoho was quite negative; it was difficult to use, which meant that a full changeover from Asana never really occurred, which, in turn, impeded its effectiveness as a CRM. Eventually switching to Freshworks was a breath of fresh air.

Zalety:

Zoho was the first CRM implemented at Chevron Editing, so I didn't have much of a benchmark to compare it to (previously, we'd used Asana for lead management and deal tracking). Having a proper CRM where we could easily keep track of all clients was incredibly helpful; from that perspective, Zoho's basic features around contact and account management were very useful.

Wady:

The overly complicated interface and lack of easy integration led to us eventually switching away from Zoho. While I'm sure the convoluted layouts and feature-dense setups are useful for larger organisations, they weren't necessary for us.

Great CRM!

Komentarze: Amazing product and a great experience. I was also very happy to see the analytics that pointed me in the right direction for next steps

Zalety:

I love the features and that it integrates perfectly into other zoho applications for a central management experience

Wady:

Setting up SIP calling was a little challenging.

CRM is good, it's handy to count on the Zoho suite

Zalety:

The softwares is complex than Salesforce and it's easier to use. it's also much cheaper. We user over 15 products from the zoho suite and the experience is so seamless that I didn't noticed that we used so many. I used Salesforce for +7 years, it was uncomfortable to get used to Zoho, but it's been a positive surprise. I'm enjoying it a lot.

Wady:

There are some limitations on building dashboards and reports. The interface isn't very modern.

Zoho CRM is best for small businesss and startups

Zalety:

it has a very easy and good dashboard, which makes it easy for my team to work on it with efficiency. also, it is secure and reliable as the servers are always up.

Wady:

It is expensive as compared to the competitor, also its customer support is slow.

My Favorite Email Service

Komentarze: If you are just starting out with a business or company and you want to make your business sound more professional, you really need Zoho. I had a great experience,even signing up with multiple email addresses. Now I just have the one email address and have a professional email completely for free. However if you want to have more flexibility, you may need to consider the paid plan. There are really not many cons when it comes to Zoho.

Zalety:

This is a free or very cheap email service depending on the plan you choose. I like this because my business is just starting out and I want to save as much as possible. Zoho is a great resource because it has all the functions I need. It integrates with my website, sends and receives emails and is fairly easy to use. It also comes with a calendar and a place to store notes and bookmarks.

Wady:

I am on the free version, which means that I can only access it on my computer device. The paid plan is really inexpensive and something worth investing in if you want to answer emails in a more timely manner. It may take a bit of time to get used to the interface if you've never used it before or you are switching from another email service.

A CRM for the Masses

Komentarze: Overall, I would strongly recommend ANY business to try it out. Check out the free version and you'll still get a lot of value out of it.
Their Paid versions are absolutely worth it.
We started off with a Free version and then graduated into 3 Pro Users and it was a great experience.
The Customer Support Team is EXCELLENT and they really spend the time with you to get you up and running and will offer other real-world examples. I feel they really want their product to work so they're dedicated in assisting even the novice amongst us.

Zalety:

This is a very low-cost CRM for Small Businesses that are interested in tying out to see if this can really work for them. It beautifully and seamlessly integrates with Outlook and you can use ZohoCRM for most (if not all) your communications with clients and prospects. The interface is easy to understand and you can get most things done intuitively.

Wady:

Extracting out a list of all your prospects/customers into ONE Excel sheet became a painful experience because as simple as we assumed it to be it actually become fairly cumbersome. Maybe we didn't have the in-depth experience.

It delivers what's promised

Komentarze: It is good. You get what you pay. I like the software and it is easy to use. I think it makes sense having a CRM consultant before setting it up at the beginning to make sure that you don't need to migrate things, and also it may help you optimise your costs.

Zalety:

I've used Zoho CRM for almost 5 years and I've witnessed its evolutions during those years. I think it is an overall good tool for small to mid sized companies. I enjoyed the flawless marketing automation feature, especially when a new lead comes in from a web form, it immediately adds it to the CRM. The system can recognise the lead if there was a past interaction. Once the lead is in the system, you can enrich the data by populating all the data fields and you can customise new data fields according to your needs. I find it pretty easy to arrange for all departments in the company. I mostly used it as a part of my daily tasks at sales team. I was able to manage my leads and track the progress. We didn't really use it for any campaigning but mostly as an overall CRM. The reporting section is pretty good and I enjoyed the customisation. It actually offers more than average needs of a salesperson. Recently, they made new integrations and also adjusted the performance - in the early times, it was a bit slow but they fixed it.

Wady:

Zoho CRM seems to be a mid-segment tool when it comes to pricing at first sight. However, if you want to expand the tool with more features/add-on, you may need to pay additionally for them. It increases the cost. At the end of the day, for a large company, it might be as pricey as enterprise CRM solutions. You need to make sure about your needs before you set it up for your organisation to make sure the cost meets with your expectations. The UI can be improved and be more user friendly.

Great Help Desk Solution for Small Teams

Komentarze: Inherited Zoho Service Desk CRM for help desk tickets. If you're considering Zoho CRM because the price is right, make sure you have clear and precise department directories, support categories, clear SLAs, spelled out escalation points, and strategic auto-repliers and boiler plate email templates ready. If you don't have these already pre-established sit down with staff and discuss it first. You'll be much more successful cut and pasting these into a blank system than to muddle along. At first this system was just a email inbox with useless reporting and we couldn't keep track of progress. Overtime, with tough changes we were able to modify the system to handle tickets better (between maintenance tickets, auto generated tickets, and support requests) for more accurate department reporting of urgent issues, projects, and regular requests by category.

Zalety:

- Great ticketing / response help desk solution that's free for small IT teams - Great automation for creating special filters, automation rules, and auto replies for anything that comes across your support@ address. - Great CRM tracking for monitoring customer responses, reporting tools, SLA alerting when nearing SLA deadlines, agent tracking KPI metrics, and ticket history tracking. - Great solutions archive and knowledge base which can be added to via the ticket itself - Great notification options including (email alerts, webhook integrations, and SMS text messaging.) - Nice tools for scheduling routine maintenance tasks which appear as tickets and count towards technician KPIs (as tickets). - Very secure portal, customer portal, 2 FA authentication options, and easy to manage UI

Wady:

- Takes some time to initially setup, defaults often aren't helpful. - Hard to understand webhook integration instructions, uncertain if two-way functionality is available for a Slack integration (if so, it'll be manual). - Need to watch for mail fetching often! If you aren't getting tickets after 6 hours, mail fetching is turned off and needs to manually be reset. No polling service, or automated mail fetching ping service so you need to make sure when doing exchange maintenance to remember to start this service when stopped.

Support is not there when they have a glitch!

Komentarze: Zoho is great until something goes wrong, they caused the glitch and no one has ever offered a suitable solution. You spend all this money setting up the system to be left high and dry when they have an issue.

Zalety:

Emails linked to the CRM which was all in one place.

Wady:

The support team leave you going around in circles. When you give and instruction they always come back with but can we help you. This is always the response leaving you with no answers or resolution. They take your money and do not refund or offer any compensation. You get ignored and basically sent to the beginning every time so you go away.

A functional CRM that does the basics and more, well. Fits a business of any size.

Komentarze: 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.

Zalety:

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.

Wady:

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.

Great product for small business scaling up

Komentarze: My overall experience was very good. I was the head of sales who was implementing proper business practices (like conversation tracking) in the company. Zoho CRM was a great choice.

Zalety:

I loved the numeber of features I got for the money. At the same time, my biggest concern was integration with third party mailing service. Zoho handled it perfectly.

Wady:

It was a bit pricy for a small business in Mid-Europe. Especially that we were just starting off, and did not need all the functions that came with the package we had to acquire to get the ones we needed.

Just Amazing

Komentarze: I cannot rate Zoho Crm/ Books enough. The whole crm system is easy to use, although it looks complicated at first it soon becomes easy to navigate. I can organise my whole business in a couple of clicks, it has literally saved be 4 hours of work per day.
The price is cost effective and value for money.
The customer service is outstanding.
98% of the time they can offer a solution to my problems, the other 2% it is possible to hire a freelancer to create a script that can work within the system.
If you are considering moving to ZOHO my advise is do it, they are are the top of their profession.

Zalety:

The customer service is the best I have ever experience, they are friendly, very knowledgeable and super fast

Wady:

Do not have a con they literally surpass my expectations every day .

Zoho Desk - Ticketing Support

Komentarze: We receive more than 10 tickets per day from our users, regarding support IT requests, Zoho desk has been the solution in order to have just junt software to manage all that requirements in just one place and avoid to lose that urgent requeriments in the email inbox.

Zalety:

customizable, stability, easy to use day by day

Wady:

At the beggining is complicated to understand how to set up, specially if this is the first time you use a ticketing software.

Rozważane rozwiązania alternatywne: Freshdesk

Powody wybrania produktu: Zoho CRM: Because we start using Zoho CRM and someone from Zoho advised us that Zoho Desk may cover our IT Support needs and we decided to try it.

Przejście z: Freshdesk

Powody przejścia na produkt: Zoho CRM: To use just one Brand software that allow us to integrate another Zoho's products that we use.

One of the best CRM... Love this amazing tool

Komentarze: Overall I love this CRM. I am using it daily and my work is incomplete without it. I use it for campaign management, sending important emails to customers. Managing all data and information in one place. The most important thing is Zoho CRM's dashboard and reports which are amazing and easy to understand.

Zalety:

I am using Zoho XRM for more than 3 years and found it a really amazing platform for customer relationship management. I like their simple yet effective user interface the most. I can use it very easily. Zoho CRM helps us to manage our all databases and related information at one place with amazing security. Overall I can say that this is an amazing CRM.

Wady:

There is one thing that I want to highlight about this CRM that I dislike about it which is Zoho CRM is a little bit expensive compared to others but on the other hand, I can say that it is worth to spend on it.

Zoho CRM Review

Komentarze: 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

Zalety:

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.

Wady:

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.

Best-in-class for most users

Komentarze: 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.

Zalety:

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.

Wady:

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.

Zoho CRM

Komentarze: I have had an amazing experience using this software. So much so, that I recommend this CRM to all my business development clients when starting their companies. The ease of creating and accessing tickets, attachments and emails on a clients file to access the parent data and contacts for authentication purposes, allows the call to flow seamlessly. Details are always time stamped in case data needs to be verified which makes it very secure with employees and contractors accessing company information and customer files. They offer a free version that includes many things that other paid CRMs do not include, just a wonderful product for a fraction of the cost.

Zalety:

I love the ease of access with managing and accessing important data for both vendors and clients alike. You have the ability of sending email campaigns directly from the applications and links it to the independent account. You can add authorized contacts under ever parent account and customize as needed.

Wady:

The time it some times takes for a support ticket to be addressed. Apart from that I have literally had no issues with the product.

Very good and excellent CRM, Complete, dynamic and accessible, easy to use and available on the web

Komentarze: t is a very useful software for the operations of purchase and sales of the company, all operations can be managed quickly and this allows us to obtain income faster than the result of these operations, the accounts of our suppliers are constantly monitored by their action in real time with only an Internet connection and over time, all operations performed, as well as doing business. in general it is a very useful tool.

Zalety:

Good Zoho CRM, is a very useful tool to manage the relationship with customers, helps us to inspect the commercial work with customers, provides us the option of making reports which allows us to streamline the process of buying and selling with our suppliers, On the other hand, another fundamental and important aspect of Zoho CRM is that it is economical and thanks to its easy handling of the platform it helps us to increase our turnover and revenues to the company. In general, it is a very robust software when it comes to monitoring purchases and sales and something very significant is that it allows us to interact and link with social networks such as Twitter and Facebook. This is important since nowadays all companies have these platforms. social networks, additional account also with a mobile application that allows us to be connected to our operations outside the office.

Wady:

What can be said about this application is that it should improve a bit in data security, since I work in the banking sector and because confidential data can be vulnerable because it is a software that is in the cloud. Also to be in line with the application, if you do not have an Internet connection you can not enter, but the minor details are this kind of problems. I would like to find a solution with which you can work online, but somehow maintain the data locally.

CRM tools that worked

Komentarze: 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.

Zalety:

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.

Wady:

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.