Zoho ContactManager

Zoho ContactManager Bewertungen

von Zoho

Best choice for the price. Easy to use and has what I need.

Bewertet am 28.10.2017
Peter L.
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
Quelle: GetApp
5/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: The price was the biggest benefit. I did not have to worry which users or how much data I should import without worrying about the price skyrocketing.
The system is easy to use so there was no real learning curve. I do not need or want it to integrate with everything. I just want it to keep my sales information organized and not add layers of complexity wasting my time.

Nachteile: Only two areas that I wish could be fixed:
1) The customized fields cannot be ordered in any other way that alphabetical. It would be great to mix and match them with the fixed fields or just have the customized field order in the way I think.
2) While there are many search features, tags, etc., it would be great to have any search result (or just unfiltered) have an A, B, C, quick jump to the top of companies that start with that letter.

A usefulle tool for small bussines

Bewertet am 15.12.2017
Verifizierter Rezensent
owner
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: As I said, the free version is ok, but not fantasttic
The layout is easy to configure and that the data is all in one place. It's an extremely organized system.
Zoho contact is very simple to use and give many possibilities. You can connect your social network and your Mailchimp account.
It integrates well with other programs and I am enjoying having my contacts in one place. The efficiency is key to productivity as well.

Vorteile: As I said, the free version is ok, but not fantasttic
The layout is easy to configure and that the data is all in one place. It's an extremely organized system.
Zoho contact is very simple to use and give many possibilities. You can connect your social network and your Mailchimp account.
It integrates well with other programs and I am enjoying having my contacts in one place. The efficiency is key to productivity as well.

Nachteile: It was too complicated if you need something simple, easy to implement and use. They have features that allow you to customize everything but I ended up spending more time trying to figure things out than getting full use of the product. I ended up going with another company's pay versions.

Most helpful app

Bewertet am 6.4.2019
Hari P.
sales engineer
Öl & Energie, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: Being in sales business, I find Zoho contact manager quite useful. We meet a lot of people and this app helps me organise contacts. Anyone in my team can get the contact information. We can also use google apps to access the contacts which is additional benefit.

Nachteile: I find this quite helpful to me and my colleagues.

I tried this product out using their free version but ended up finding another software

Bewertet am 14.12.2017
Beth K.
owner
Freizeit, Reisen & Tourismus, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
3/5
Gesamt
3/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
2/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: With all of the features and option offered, this would be a great product for any business, however, it was too complicated to implement if you needed something fast. If you are experienced in using and setting up this type of software, by the scope of their products, it would be a good option.

Vorteile: Zoho offers everything you would need to run a business, with free and pay versions. The ability to integrate all the features makes running a company a lot easier

Nachteile: It was too complicated if you need something simple, easy to implement and use. They have features that allow you to customize everything but I ended up spending more time trying to figure things out than getting full use of the product. I ended up going with another company's pay versions.

Zoho is ok for free, pro and pay versions are lacking

Bewertet am 7.10.2016
Dave K.
National Sales Manager
Finanzdienstleistungen, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
3/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
3/5
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I have found several to integrate with by using CApterra. We have opened three different verticals by scoping best products.

Vorteile: As I said, the free version is ok, but not fantasttic

Nachteile: It is clunky nad there are too many non-reactive tools

Love The Simplicity

Bewertet am 17.2.2018
Crystal S.
Senior Accountant
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
Quelle: GetApp
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: The client manager is very easy to use, and it doesn't take long to get the system setup and running.

Nachteile: I wish there was an option so I could set certain repetitive tasks to repeat, it works great for irregular tasks through.

A Cross entreprise Contact management problem solver

Bewertet am 1.2.2018
Eric S.
Responsable des services
Krankenhausversorgung & Gesundheitswesen, 13-50 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Quelle des Nutzers 
Quelle: GetApp
4/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: ContactManager really is easy to use even on the synchronization department.
Contacts (and Companies) are easy to tag to add any criterium.
The search engine is amazingly fast and so is the sync between e.g. Outlook (newly created contact) and ContactManager (contact appear within seconds).

Nachteile: It is not yet possible not to share contacts with colleagues though a workaround exist. It would be nice that private Outlook contacts don't sync. Maybe a feature for the future.

Great for Managing Contacts

Bewertet am 6.9.2019
Tracey T.
Owner
Rechtsberatung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I am able to manage all of my business contacts with this software. It is like having rolodex in software.

Vorteile: The awesomeness of Zoho ContactManager is the fact that you can keep all of your contacts and their info in one place. It is also cool because it integrates with other software.

Nachteile: The price is what I like least. Although it is free for a single user. But a better fee scale would allow me to enjoy it more

Great tool for starting managing your information fast and quick without too much to learn

Bewertet am 2.3.2018
Jose M.
Project Estimator
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: fast access to contact and all messages related to it.

Vorteile: Easy to setup and synchronization with Outlook. I like the way the data base is setup and links all info as it finds all data which is pertinent to each other.

Nachteile: It only syncs one mail box. I had to create my own rules with Outlook in order to get access to other email addresses within the company so I could have new contacts automatically entered into the system.

A way to organize your contact for Mass mail

Bewertet am 21.8.2018
Ian M.
Marketing Manager
Informationstechnologie & -dienste, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I needed a way of organizing my contacts for the purposes of sending newsletter. My need was to import my contact from my Gmail to my campaign manager.
Zoho contact sorted me out.

Vorteile: Ability to import contacts from Google mail

Nachteile: Filtering and removing duplicates not easily done.

Great and i love it

Bewertet am 7.4.2018
Verifizierter Rezensent
System Analyst
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Able to keep up with multiple address books in one place. An old contact manager does have its share of benefits. It's paid for. People know how to use it. It's customized for some of your business processes. However, there are many business benefits that your company is not getting by using an old contact manager, but that it could be getting from a newer CRM system. Here are a few. Independence from Operating Systems your old contact manager will only run on certain versions of the Windows operating system. Your Mac users need to find workarounds to access the system. Elimination of Multiple Databases many companies still maintain customer data in applications such as Access, FileMaker and Excel because it's not possible to marry data and functionality from these systems with an older system. Integration with Lead Generation Platforms if your company is generating and nurturing leads with a platform such as HubSpot, there's no closed loop integration between these types of systems and an old contact manager. Giving Users the Big Picture older contact managers were designed to be contact-centric rather than account-centric. This means that users do not get the big picture view of prospects and customers contacts end up as islands of information. An Online Customer Support System old contact managers are designed for phone based customer service and customer support. Increasingly, customers would rather email their issues or even Tweet their issues. Old systems do not allow for customer interactivity via email or social media. Automatic Database Maintenance and Backups the maintenance of older software systems is part of an overall, internal IT maintenance plan, which involves server, workstation and laptop updates, component swaps and database backups. For companies with an old contact manager, this is an internal responsibility which has risks and non-investment costs. Ubiquitous Email Integration users want integration with Outlook, Gmail and other email clients. Old contact managers do not provide email integration across different email clients. Easy Mobile Access users want to access their company's CRM application from iPhone, iPad, Android and more. With the exception of some available, third party add-ons, old contact managers do not support any of these mobile platforms. The newer CRM systems continue to evolve quickly as they are based on technologies that allow for rapid iteration of new functionality

Vorteile: Zoho is a great system that can do a lot of actions and automation. It was very easy to set-up, but I am tech-savvy enough and had a visual of how I wanted it set-up. Once set-up, it makes everything so much easier. Also, there customer service is absolutely amazing!

Nachteile: So far I did not find any negative points, this is my first experience with a sales management software and Zoho does all which are required to make sales management an efficient task.

Just Started already in Love

Bewertet am 27.3.2019
Verifizierter Rezensent
Owner
Informationstechnologie & -dienste, Selbstständig
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: It is really nice to have a central location for contact information that is not overwhelming with irrelevant stuff, but can be attached in to their other software for greater use.

Vorteile: Extremely easy to set up, import contacts from nearly anything (including business cards- with their mobile app!), easy to organize and just use. Depending on the subscription, you can easily add hundreds of clients, add tags to organize them, include customized fields, assign them to users, connect to their social accounts, create tasks for each contact if needed, add photos for each customer, and keep track of notes.

Nachteile: The business card scanner is a little lacking: 1) it has some issues with images on the card interfering with the text recognition, 2) Proper capitalization is not automatically done- so someone with a formatted "FULL CAPS" name will import in the same manner, rather than "Normal Caps".

An agenda of business contacts

Bewertet am 20.1.2018
Mario N.
Tech support
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: In this software the contacts go to a business level. You can write notes, create tasks and generate deals. In the end you can visualize which are those that represent most transactions.

Nachteile: It needs some integration with the mail and that the deals can be generated as PDFs and attach or share by some other apps.

Was quite surprised at how easy it was to set-up and train my folks on!

Bewertet am 7.6.2017
Shaun S.
Owner
Restaurants, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
2/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: It has an easier mobile app that allows us to make calls right from the app and it automatically puts in an event started/closed/next steps.

Vorteile: Very intuitive. Even for a person that is "new" to CRM's, this is a pretty straight forward alternative. I loved how I could create additional fields, like anniversaries, spouse, gifting etc...

Nachteile: It took some time to figure out reporting and to filter the fields so that I got the report I was looking for. I also ran into issues of finding a lead on page 9, going and updating then when I back out I'm back to page 1. Which was frustrating because my next lead was on page 11.

Great and easy to use

Bewertet am 14.3.2018
Eduardo R.
Welthandel & internationale Entwicklung
Verwendete die Software für: Kostenlose Testversion
Quelle des Nutzers 
Quelle: GetApp
5/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: Has a smooth learning curve. I've became a "pro" in like 20 minutes.
Gmail and Mailchimp integrations works well.
The user interface is great and really intuitive.
Easy to configure.
Very simple.
The tasks template is great to workgroups.

Nachteile: The integration with Gmail could be better.
For example, I use GTD methodology in my labels but, since the e-mail interface in ZOHO doesnt import / work with labels, I am unable to fully use the gmail integration.
ZOHO should really improve that, and it would be amazing

Better contacts management

Bewertet am 17.3.2018
Iris T.
Assistant
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: It is excellent for managing the contacts of the organization. Among colleagues, they can see different types of management (notes, tasks) and thus have clarity for follow-up.

Nachteile: I would like a better integration with the emails. This software is good but I think you have to generate some integration with the mail to make it more attractive.

Good basic CRM. we used free version with a more limited feature set, fine for small business

Bewertet am 1.3.2018
Janet R.
Founder
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
4/5
Gesamt
5/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
2/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis

Vorteile: Easy to set up, easy to get new employees using it quickly. Friendly interface, intuitive, large data sets, good tickler system

Nachteile: Weird limitations ( i.e. if you don't know a prospects last name, you have to make one up or it won't accept the file...). Seemingly arbitrary in design. But easy enough to work around

Manage your business contacts easily

Bewertet am 16.12.2017
Alexis C.
Dueño principal
Informationstechnologie & -dienste, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
Quelle: GetApp
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: It is easy to manage your contacts, assign tasks among the cologues, keep track of pending tasks and plan follow-up activities and of couse, create and close deals.

Nachteile: In the synchronization of mobile App I feel that it has some issues or there is a problem with the synchronization. Everything else is excellent

Manage your business contacts easily

Bewertet am 16.12.2017
Elvis F.
webmaster
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: You can easily manage your contacts, assign tasks, keep track of pending tasks and plan follow-up activities

Nachteile: Sometimes the application on the cell phone fails me. I would like to make stability improvements, synchronization and new implementations

the right CRM for start running a business

Bewertet am 22.2.2018
Verifizierter Rezensent
Verwendete die Software für: Kostenlose Testversion
Quelle des Nutzers 
Quelle: GetApp
5/5
Gesamt
5/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: you don't have to pay per user a the beginning so is one of the cheapest way to start operate CRM.
every guy in the company is connected with each other and is too easy to understand to everybody

Nachteile: they pipe sales is missing , its difficult make followup of the opportunity's and saves email that we share with our clients

Started using it and was very easy to learn. Very intuitive.

Bewertet am 12.3.2018
Nestor C.
President
Buchhaltung, 13-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I am still adding more contacts but the features of having all the emails per contact is great. I am still looking for updated syncronization for contacts. It might be there, but I don't see it.

Vorteile: Easy syncronization with email. The tasks creation and assignement works pretty good as well as the deals features.

Nachteile: Needs more project collaboration features. Also, collaboration with colleages is lacking. I would like to see a project option where tasks could be created. Also, the sub tasks would be a plus.

Feeling more in control!

Bewertet am 7.3.2018
Verifizierter Rezensent
Verwendete die Software für: Kostenlose Testversion
Quelle des Nutzers 
Quelle: GetApp
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: Building task lists in my contact management has reduced the multiple streams of information I was constantly wading through.

Nachteile: Maybe it's just me, but I didn't find it to be super intuitive. I often found myself struggling to get where I needed to be.

Ability to connect with Gmail.

Bewertet am 12.12.2017
Ian M.
Marketing Manager
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I am able to organize my contacts.

Vorteile: I like zoho contact manager becase i can easily import my contacts from Gmail. i use android and i would like to migrate my contact to zoho contact manager. whats more it is that i can upload my contacts to zoho crm.

Nachteile: i have experienced alot of duplicates. if zoho can improve on how to merge the contacts. especially every time i import contacts from gmail, it creates several duplicates.

Helps me organize my work

Bewertet am 4.4.2018
Billy T.
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
Quelle: GetApp
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: Puts the information i need into one place to find easily. If you need all your contacts to be in one area to find and sort with other programs it helps you combind that info and makes it easy of you need a co worker to find info as well.

Nachteile: Sometimes it lags loading the info i need quickly. If I need it to find someone then I have to remember how it was set up exactly. It should have more sort options.

I needed a new online contact manager FAST when my previous provided folded. Zoho saved the day!

Bewertet am 16.1.2018
Deanna B.
President
Quelle des Nutzers 
4/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis

Kommentare: It certainly met my needs when I needed a perfect-fit solution.

Vorteile: Zoho let's me decide how much or how little of the feature/functionality to use, without constantly advertising additional services to me.