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Über Zoho CRM

Zoho CRM bietet Unternehmen eine komplette Lösung für das Kundenbeziehung-Lebenszyklus-Management

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Vorteile:

I like that it is very flexible, there are many customization possible and the customer support is great.

Nachteile:

The programming language for the custom functions. Also the Document merge function, lack of fonts, merging wrong characters sometime.

Bewertungen zu Zoho CRM

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,1
Kundenservice
4,1
Funktionen
4,3
Preis-Leistungs-Verhältnis
4,3

Weiterempfehlungsquote

7,9/10

Zoho CRM hat eine Gesamtbewertung von 4,3 von 5 Sternen basierend auf 6.731 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (6.731)

Duncan
Duncan
Chief Operating Officer
Verifizierter Nutzer auf LinkedIn
Bankwesen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

No frills - and it shows

3,0 vor 4 Jahren
Untertitel auf Deutsch sind im Videoplayer verfügbar
David
David
Merketing Experte in Deutschland
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Die Wollmilchsau unter den CRM Tools mit vielen Baustellen und unterirdischem Support

2,0 vor 2 Jahren

Kommentare: Eine eierlegende Wollmilchsau zum Billigpreis?!
Jein, allerdings wie so oft
"wer alles kann, kann nichts so richtig!"
Der Umfang ist schier unglaublich, was gleichzeitig auch der größte Nachteil ist, es bedarf sehr viel zeit sich da rein zu arbeiten und schnell stößt man überall an die Grenzen der Tools.
Propagiert es zum Beispiel den Ersatz für Calendly, Zoom, Google Drive, Zapier zu bieten, ja auf den ersten Blick schon auf den zweiten Blick stellt sich heraus, nein Zuverlässigkeit, Qualität und Support sind meist mangelhaft.

Vorteile:

Der Umfang an Tools ist der beste Vorteil, gleichzeitig auch Nachteil. Man kann schnell starten und findet eigentlich fast alles, was es online braucht um Marketing zu betreiben. Für den Umfang ist es Billig, anders kann man das nicht sagen... Allerdings spiegelt sich der Preis auch in der Leistung wieder... Man kann sehr viel selbst reinprogrammieren, was einem fehlt. Dafür benötigt man allerdings entweder viel Zeit oder Kapital um es machen zu lassen.

Nachteile:

Viele Tools sind zu einfach gehalten und es fehlen essenzielle Einstellungen. Schnittstellen funktionieren nicht, auf Nachfragen wird nicht reagiert, erst die Frage bei der anderen Seite der Schnittstelle ergab, dass dort seit Monaten die Rechnung von Zoho für die API nicht bezahlt wurde und daher die API deaktiviert ist. Das ist der Punkt gewesen, an dem ich dann Zoho verlassen habe! Vom „Kundenservice“ nach nun 2 Wochen immer noch keinerlei Reaktion seitens Zoho dazu. Viele Tools stecken noch in den Kinderschuhen und BUGs zu melden sollte man öfters einplanen. Einmal installierte Tools kann man nicht mehr deaktivieren und so entsteht nach anfänglichen Tests ein enormes Durcheinander. Nicht mal der Support hat die Möglichkeiten ungenutzt überflüssige Tools aus der App Übersicht zu entfernen.

In Betracht gezogene Alternativen: Odoo und Pipedrive

Gründe für den Wechsel zu Zoho CRM: Günstiger und umfangreicher im Nachgang ein Fehler der mich viel Zeit/Nerven gekostet hat. Nun gehe ich wieder auf einzelne Lösungen, ich mag es, wenn alles funktioniert und der Support 5 Sterne Niveau hat.

Jan
CEO in Schweiz
Internet, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Eine Katastrophe

1,0 vor 4 Monaten

Kommentare: Ein grosses Gebastel, das nicht funktioniert. Völlig unprofessionell, für Business nicht brauchbar.

Vorteile:

Ich kann, ausser des Preises, nichts finden, was positiv wäre.

Nachteile:

Automatisierungen funktionieren nicht. CRM- und Projektmanagementsoftware sind ein billiger Abklatsch von grossen Unternehmen. Keine Software (wir hatten 12 von Zoho im Einsatz) war professionell brauchbar.

Mario
Inhaber in Deutschland
Bildungsmanagement, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

ZOHO CRM - Das Flaggschiff der CRM Software

5,0 vor 7 Monaten

Kommentare: Erst kennt man ZOHO nicht. Beschäftigt man sich, dann ist man Fan. Absolut empfehlenswert.

Vorteile:

Alles ist vollkommen frei zu konfigurieren. In der Standardversion zu Anfang läuft alles glatt. später kann man sich "sein" CRM so bauen, wie man es für den täglichen Bedarf braucht.

Nachteile:

Der größte Vorteil ist der größte Nachteil: es gibt SO viele Möglichkeiten, dass man anfangs überfordert ist, wenn man nicht Schritt für Schritt, am besten mit Unterstützung, voran geht. Sonst ist der (geniale) Berg der möglichen Einstellungen und Konfigurationen so groß, dass er einen erschlägt und man gar nicht anfängt. Manches ist nicht perfekt auf Deutsch übersetzt. Der Support ist Englisch.

Ziva
Ziva
Sales Services Manager in Portugal
Verifizierter Nutzer auf LinkedIn
Einzelhandel, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A robust CRM tool that has increased our sales success rate.

5,0 vor 2 Wochen Neu

Kommentare: Zoho CRM has really supercharged our sales operations making them more successful. It provides us with great tools which help us manage all our sales activities including customer communications and closing sales deals.

Vorteile:

Zoho CRM allows us to engage with our customers effectively during sales operations and offer them personalized communications which has helped us make more sales. It was much easier to customize to match our needs. Has super amazing sales analytical tools which provides us with the insights we need to understand our sales performance and do sales predictions.

Nachteile:

There has been no time that Zoho CRM has failed to offer us the best services. Nothing not to love about it.

Michael
Marketing Specialist in USA
Telekommunikation, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Zoho CRM allows for customization and effective lead handling.

4,0 vor 2 Wochen Neu

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

In Betracht gezogene Alternativen: Salesforce Platform

Warum Zoho CRM gewählt wurde: Cost and function. Zoho allowed for many of the same features at a cheaper pricepoint.

Zuvor genutzte Software: Salesforce Platform

Gründe für den Wechsel zu 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.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A good CRM at a good price for midsize organizations

3,0 vor 2 Monaten Neu

Kommentare: It was the first CRM we chose as a team for its integrations and price, and it haven't let us down. We've been with Zoho for 3 years now, and it has done its job very well. However, as we grow we fell we need more features that Zoho doesn't bring... but it's great for starters

Vorteile:

I like the integration with the Zoho ecosystem Its price is more accessible than other options Bulk uploading and downloading works well Customer service is exceptional

Nachteile:

Some email marketing automations fail us. We have struggled to get certain dashboards to have the right data (in meetings agendas for example)

Delilah
Operations Management in Kanada
Krankenhausversorgung & Gesundheitswesen, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

ZOHO CRM works well enough

4,0 vor 3 Monaten

Kommentare: Generally quite good within the realm of what is already established in the system and can often help with custom code functions for features that aren't readily available. Implementation was mostly left up to us with support when asked for. Other companies we looked at would have done the implementation for us, which, if you have the budget, will definitely help speed up and streamline your process.

Vorteile:

Aesthetic and general ease of use. Workflows are generally easy to implement. Most of my staff seems to have gotten the hang of things pretty quickly. HIPAA compliance was a must for my small medical business, and ZOHO CRM was able to provide.

Nachteile:

Missing some key features - or example, tasking a group rather than an individual, seems to be a feature that many people have been asking for, for a long time (several years), but has yet to be developed. Another example, the Deal Kanban View is nice, but if you want to see only one pipeline (regularly, set as your default), this isn't possible. You have to select that pipeline manually every time you go into the deals view.

In Betracht gezogene Alternativen: LeadSquared

Warum Zoho CRM gewählt wurde: Lack of HIPAA compliance, and lack of features within our budget

Zuvor genutzte Software: HubSpot CRM

Gründe für den Wechsel zu Zoho CRM: pricing was much more competitive for a small business like ours.

Charleotte
Senior HR Manager in USA
Informationstechnologie & -dienste, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The Bonfire Deal Breaker in Customer Relationship Management

5,0 vor 3 Wochen Neu

Vorteile:

It has a very easy to use interface. The customer service is good. It is very affordable to us. We have been able to streamline our relationship with our customers.

Nachteile:

We have No dislikes up to this point of using the tool.

LUSAVA
ASSISTANT RESEARCHER in Kenia
E-Learning, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Unlock Your Business Potential : Zoho CRM - Your Solution to Success

4,0 vor 2 Monaten Neu

Kommentare: As a Zoho CRM user, it has been critical in our business for it involves a seamless workflow from onboarding to ongoing usage, supported by customization options,data management tools,sales and marketing features,reporting capabilities,collaboration tools,and ongoing support and training resources.

Vorteile:

Comprehensive functionality and User -friendly interface.

Nachteile:

Complexity of initial setup of Zoho CRM where business processes are highly specialized.

Julián
SEO in Spanien
Marketing & Werbung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Best CRM for large, medium and small companies

5,0 vor 2 Wochen Neu

Kommentare: I work evaryday for manage contact, sell oportunities and command dayli task,

Vorteile:

Its capable to connect with meny other 3r party aplications.

Nachteile:

The interface in some apps can be improved

In Betracht gezogene Alternativen: Odoo und HubSpot CRM

Gründe für den Wechsel zu Zoho CRM: For teh number of others apps like xoho project, sales Iq and others that you can connect in one click.

Mary Lynn
Director in USA
Bildungsmanagement, 51–200 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

Small Organization transitioning to Zoho

5,0 letzten Monat Neu

Kommentare: So far it has been very positive. We have done a good bit of data customization and the team is starting to test functionality. It is a lot for a team to get accustomed to but after some initial testing I believe the adoption will be strong.

Vorteile:

We will transition from the Zoho Bigin product to Zoho CRM. Both products are good but the ability to customize Zoho CRM modules and fields make it a viable product for us.

Nachteile:

Along with a high level of functionality comes a certain amount of complexity that can make customizing your setup a bit tricky. However, if you allow for a bit of time to understand your options in Zoho, you can map your needs and create a highly functional data system.

Isael Alexander
Isael Alexander
Network and Comunication Analyst in Dominikanische Republik
Verifizierter Nutzer auf LinkedIn
Krankenhausversorgung & Gesundheitswesen, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The tool that best simplifies managing your relationships

4,0 vor 2 Monaten

Vorteile:

What I like most about this tool is that it helps me a lot in the company's marketing as well as the very good and efficient communication between clients and our company.

Nachteile:

The tool is very complete but what we would like to modify or fix the most is the way of viewing the data, so that this is more customizable to the company's whim.

Akshat
Akshat
SEO Executive in Indien
Verifizierter Nutzer auf LinkedIn
Kapitalmärkte, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Zoho CRM has completely revolutionized how I manage my client relationships.

4,0 vor 2 Monaten Neu

Kommentare: I struggle to keep track of customer data, but Zoho helps me solve this problem, ultimately increasing my client's business.

Vorteile:

Zoho CRM has transformed how I manage my clients effortlessly. I appreciated the seamless customization of dashboards to fit my needs. Now, I can instantly track the status of sales opportunities, project progress, and customer interactions

Nachteile:

The advanced AI functionalities are exclusively available in the premium versions of this tool. The basic plan I'm currently utilizing has restrictions on custom fields and customer support.

Henry
Henry
Director Digital in Guatemala
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Your clients in the cloud

5,0 vor 5 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

In Betracht gezogene Alternativen: Dynamics 365

Warum Zoho CRM gewählt wurde: We needed a cloud solution, in order to have access to information outside the office.

Zuvor genutzte Software: Dynamics 365

Gründe für den Wechsel zu Zoho CRM: The price.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Good value for money

4,0 vor 5 Jahren

Kommentare: It is an easy to use application that offers a good overview of open items, action items and things to do.

Vorteile:

It is a layered product that you can use with ease, without flooding your screen with more information than you need to follow customer cases. If you want to drill down to more functionality, you can enter it without changing too many screens and wasting time back and forth.

Nachteile:

It does not offer a direct integration with Zoho projects and the ability to create more layers of information in action items and assign project teams for client cases. The registration process does not have an import function from emails or the web browser - something that could be very helpful when registering a lead from an email or the contact section of a web page.

In Betracht gezogene Alternativen: Insightly und HubSpot CRM

Warum Zoho CRM gewählt wurde: Layered information that could be handled easily - Bitrix is too chaotic and you have to change many screens in order to complete an action.

Zuvor genutzte Software: Bitrix24

Gründe für den Wechsel zu Zoho CRM: Simpler and quicker to use and complete tasks

Matthew
Vice President of Marketing in USA
Öl & Energie, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great product for SMB companies

5,0 vor 4 Jahren

Kommentare: We are an SMB business to business company and this suits our needs very well. The CRM features allow for tracking customer data easily. It’s not as feature rich as Hubspot, but HubSpot is probably more appropriate for larger companies anyways.

Vorteile:

The user interface is pretty easy to understand, there are good features, like web forms and workflow automations, and the price is not as high as other CRMs.

Nachteile:

The support is not that great because they are not based in America. It’s acceptable, but sometimes they can’t understand what I’m really asking.

In Betracht gezogene Alternativen: HubSpot CRM

Warum Zoho CRM gewählt wurde: Zoho has more sales-oriented features, like Activities and tasks, plus it let you create custom modules, which we wanted to use for tracking certain info throughout our sales process.

Zuvor genutzte Software: ActiveCampaign

Gründe für den Wechsel zu Zoho CRM: The price was more reasonable for the features we needed.

Gwen
Senior Account Manager in USA
Marketing & Werbung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Customizable CRM Offers Great Flexibility

5,0 vor 4 Jahren

Kommentare: Transitioning into a new CRM always is a huge change and undertaking across the board. We have only really experienced positive changes that have pushed us for better and more time efficient performances. Being able to transition was smooth and successful and we are able to bring all departments on board on the use of this.

Vorteile:

This CRM offers customizable automations to really streamline your work experience. We use this to assign and set tasks for clients plus review employee performance. We have been able to completely eliminate Google Docs and move over to politely Zoho to track and record stats. Being able to personalize your home screen is a major plus. Our Sales Team has also been able to be fully integrated onto the platform and can set up leads in the system. The transfer over to this CRM has been much easier than it would be on most platforms and our team members have are soon going to be utilizing email functions through this, as well. I’ve loves the overall experience of learning this platform and discovering how truly time saving it has been for everyone across the board! I would highly encourage the use of this CRM across almost all business platforms due to its customizable options!

Nachteile:

We would love to seethe option for color coding and the use of all emojis across the system. There is limited use on those and we would like to be able to set tasks with symbols by them or have them tabbed with a color.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Bildungsmanagement, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

My Favorite Email Service

5,0 vor 4 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Balaji
Associate Manager - Program Management in USA
Biotechnologie, 5.001–10.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

A smart tool to mange your CRM data

4,0 vor 2 Jahren

Kommentare: Its a great tool, initially we are much favor of using this platform, but over a period of time, we are not able to work with out Zoho tool. We were dependent on multiple tools to manage our data and the Zoho platform has come as a great support.

Vorteile:

The new analytics feature is one of the great option which helps us to visualize the details in a pictorial format like graphs, chart etc. The huge number of customized filed allowed by the platform make us agile in presenting and managing the data. Predefined reports is a plus and it reduce the TAT of creating everything from the scratch.

Nachteile:

For some reason, I am not a great fan of new reports creation flow. The old ways of creating the reports has 2 columns and we can chose what we need and what we don't. Now also we have the same concept but in a parent and child flow. May be we are used to the old workflow and it might take for us to get used to the new reports.

In Betracht gezogene Alternativen: Bitrix24

Warum Zoho CRM gewählt wurde: When we were using sugar CEM we don't have much features which we get from Zoho.

Zuvor genutzte Software: SugarCRM

Gründe für den Wechsel zu Zoho CRM: Initially it was free to use, so we chose to go with Zoho CRM

Eddy
Supervisor in Dominikanische Republik
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

One of the top CRM solutions

4,0 vor 8 Monaten

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

Vorteile:

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.

Nachteile:

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

In Betracht gezogene Alternativen: Salesforce Sales Cloud

Warum Zoho CRM gewählt wurde: Simplify operations and adopt new personnel without needing existing training

Zuvor genutzte Software: Dynamics 365

Gründe für den Wechsel zu Zoho CRM: Price and features

Ed
Studio Owner in USA
Fotografie, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The Backbone of My Business

4,0 vor 5 Monaten

Vorteile:

As a Zoho One user, I love the combination of more than a dozen business tools that I've used in pieces before. Now, they are all connected and integrated. The list of functionality and critical features is so long... This is truly the backbone of my photography studio. I thought I'd just get a CRM but with the automation and interconnection between the suite components, I just dove in!

Nachteile:

The main gripe comes with the slow implementation of some bug fixes and shortcomings. The forums are filled with users' requests for some of the industry-standard features, to which we keep hearing "in progress" or "no timeline". Some of such discussions take months and even years... It could be that the company bit more than it could chew, as the resources on some projects surely run thin, while other projects thrive.

In Betracht gezogene Alternativen: HubSpot Marketing Hub und HubSpot CRM

Warum Zoho CRM gewählt wurde: Costs and breadth of services. Zoho is unbelievably affordable for the smallest of businesses, offering all they need.

Zuvor genutzte Software: Salesforce Platform

Thamara
Thamara
Gerente de desarrollo de aplicaciones y servicio al cliente in Venezuela
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

One of the best customizable CRM

4,0 vor 6 Jahren

Kommentare: Zoho has allowed us to optimize our pre-sales and sales efforts. Taking into account, the versatility of the tool to close opportunities. Additionally, we have incorporated the service delivery process using the project module for this procedure. I estimate to be using the rest of the modules of the tool, starting with emailing marketing

Vorteile:

1061/5000 Zoho CRM is the best CRM on the market for the needs of customizing a tool. From Zoho CRM you can integrate all the elements for interaction with customers or future customers. Zoho is the only tool from my experience that allows to create, through a simple algorithm and conditions, the workflow of an area. Start with a client, potential clients and opportunities. From there the flow continues according to what the company has defined. From this tool you can cover the initiatives oriented to prospects and clients: marketing, activation project, indicators, social network management, customer service, emailing marketing, inventory, human resources management, among other features. It is one of the tools that allows to start its use from the interaction of webinar It really allows to integrate the modules according to the company's need. Even. Important that prestigious organizations use this tool to manage customer requirements

Nachteile:

Points that could be improved from this excellent CRM tool, is to include tutorial guides, as well as include a base configuration of a CRM, that is, show an initial configuration of the use of the tool. Taking into account, simple modules to implement the tool in any organization: social networks management or emaling, capture the prospect, add opportunities, billing management, customer registration. Allow to have a Zoho advisor to implement the tool. More for the questions that may arise. Taking into account, being able to add your workflow is one of the best features of this tool, however, it would be of added value to have examples within the same tool. Allow user to do exercises of this workflow, and with this it would be easier to implement customization

Norleah
Director in Kanada
Einzelhandel, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Zoho CRM

5,0 vor 4 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Pharmazeutika, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Zoho review

4,0 vor 2 Jahren

Vorteile:

The best CRM for customization. Incorporate every one of the components of client/prospect association. Work process Tools that location: advertising, projects, social, client care, messaging showcasing, stock, HR the board, and so on Track connection from online courses. Different modules to address organization needs. Past the fundamentals of contact the board, work processes and custom fields. Particularly simple to track down correspondences. Know where you stand with leads, arrangements and clients. Matches up with other Zoho items, as well as numerous outer frameworks, for an associated work process. Accessible API for making custom application combinations. A clear method for making custom work processes and endorsements with Blueprint Strong interaction the executives and mechanization. Self-administration entries add to the force of the CRM. Various Zoho valuing plans/levels let you scale to your requirements. Zoho One is a straightforward and reasonable across-the-board arrangement. Zoho is reliably working on their items. Phenomenal obligation to item plan and usefulness. Zoho reacts to input. Sound suggestions advance into Zoho items. Exceptionally instinctive and simple to utilize. The best CRM for the cash. The best CRM I've at any point seen and I've attempted them all. Valued far beneath the opposition. Incredibly easy to add and design outsider incorporations Zoho will indulge you. Maybe great client service. New elements and updates constantly. No restrictio

Nachteile:

Instructional exercises need improvement. Questions are emerging during the execution that you should involve a Zoho guide for. Coordinating can be confounded, and not predictable. A portion of the items is not at a similar degree of cleanliness as Zoho CRM. The AI collaborator doesn't appear to add a great deal of significant worth. Need to have an Internet association. Membership evaluation is per client versus gatherings of 5 - 10 clients. There are highlights you'll need in Zoho One. Support has immensely improved, however it relies upon who you get on the web. Observe documentation and help recordings confounding and excessively specialized now and again. You want a reasonable comprehension of your requirements to distinguish which Zoho modules will meet them. Occasions (arrangements) are consequently set apart as shut when the date shows up. Need to see what my colleagues see on other clients' schedules. Booking a call is lumbering Updates need more choices like a multi-week, fourteen days, and so forth The Fonts are too large and need to see more on a page. Need a superior method for getting support quicker. Expecting bookkeeping elements and schedule sees Anticipating a visit bot Structures are not greeting pages Searching for unknown prospecting without the need to begin a talk. Absence of record following for recommendations/introductions. Needs inside deals apparatuses for mechanization.

Nurul Salimah
Nurul Salimah
Oracle Database Administrator in Malaysia
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

CRM tools that worked

5,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.