Zoho CRM

Your clients in the cloud

Comments: In my organization we need to have access to our customers' information, anywhere, so we think we should migrate everything to Cloud, and Zoho helped us to do it quickly and easily.

Pros:

Easy, everything is everywhere, easy to access even from the cell phone, it is incredible that all the information is online. It helped me a lot not to depend on sitting in the office to work.

Cons:

It can be adapted for all companies, however for Latin America and certain information such as the NIT field that is not found but solve it by generating an alphanumeric field

Alternatives Considered: Dynamics 365

Reasons for Choosing Zoho CRM: We needed a cloud solution, in order to have access to information outside the office.

Switched From: Dynamics 365

Reasons for Switching to Zoho CRM: The price.

Happy with Zoho - My company perfomance increased

Comments: As a satisfied Zoho CRM user, I can confidently say that the platform has exceeded my expectations. Its intuitive interface makes it incredibly easy to navigate, even for those new to CRM systems. The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues. Overall, Zoho CRM has streamlined our operations, enhanced our sales tracking, and improved our customer relationships. It offers great value for its price, and I highly recommend it to any business looking to optimize their CRM processes.

Pros:

The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues.

Cons:

the packages are not that flexible, more especially for. us small compannies

Alternatives Considered: EngageBay CRM

Switched From: QuickBooks Enterprise

Reasons for Switching to Zoho CRM: As a satisfied Zoho CRM user, I can confidently say that the platform has exceeded my expectations. Its intuitive interface makes it incredibly easy to navigate, even for those new to CRM systems. The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues. Overall, Zoho CRM has streamlined our operations, enhanced our sales tracking, and improved our customer relationships. It offers great value for its price, and I highly recommend it to any business looking to optimize their CRM processes.

Zoho CRM Missing the Relationship in CRM

Comments: Frustrating at best. If you like hitting your head against a wall time and time again to see if you could possibly make something work - this may be your platform. I swear if I hear "sorry for the inconvenience" one more time after it took 4 weeks to resolve an issue - that has never been resolved I will scream. This last issue is why I am actively looking for a new CRM / ATS Manager - my contract expires in September and will not be renewed.

Pros:

I liked the ZOHO ONE package, having everything in one place. What I ended up with after 5 years is a system that held data I couldn't use and what I could possibly use, there were such limitations it was impossible.

Cons:

They keep re-inventing the wheel without making sure they have their products solid, this has resulted in a proverbial "dogs breakfast" of apps that don't relate properly rendering ZOHO just a waste of time and money

Zoho CRM allows for customization and effective lead handling.

Comments: For the most part, Zoho CRM is a functional program that will allow a company to set up a system that works, without breaking the bank.

Pros:

Zhoh CRM is fairly easy to use and set-up. As with any CRM there will be areas where you wish it could do more, but overall it does what it needs to do to be a decent CRM.

Cons:

There are not as many places that you can customize the areas you would like. It makes it a little frustrating at times. Also, there are functions that have been asked for for years from the community that still have not been implemented.

Alternatives Considered: Salesforce Platform

Reasons for Choosing Zoho CRM: Cost and function. Zoho allowed for many of the same features at a cheaper pricepoint.

Switched From: Salesforce Platform

Reasons for Switching to Zoho CRM: Cost and function. Zoho offers an inexpensive alternative to Salesforce. While it might not have all the bells and whistles, it does most of what you need to do.

Looking for endless possibilities to elevate your business? Let me hook you up with Zoho CRM

Comments: We are grateful to have shifted from mundane spreadsheets into Zoho CRM. It has propelled our sales operations and enabled us to interact and connect with our customers without any hitches

Pros:

It is the dream of every business to have a tool or rather software that streamlines and optimizes daily operations. Zoho CRM is our go to tool. At an unbeatable price and with no hidden charges we get to enjoy its intuitive UI and sturdy features. During implementation and deployment of Zoho CRM I realized that the migration of our customer,sales and business data from our then solution to Zoho CRM happened soo effortless and with just a few clicks we were done. Even while an of our teams is working remotely, Zoho CRM ensures that there are no challenges of accessing customer information. It ensures boundless access to customer data at any time from their mobile devices and that way it keeps them on the go to continue with business proceeds and close those deals. Zoho CRM brings the two main business processes into a single place ie customers and sales management which has enabled us to optimize these operations meaningfully. Zoho CRM is adorned with reliable and highly advanced security features which protect our data from unauthorized access. Encryptions and audit logs have been very invaluable and convenient

Cons:

Zoho CRM delivers impeccable customization possibilities, ease of use, excellent battalion of customer support and a reliable and functional feature range.