Zoho CRM Bewertungen
von Zoho CRM4.2/5 3.763 Bewertungen
Bewertet am 19.6.2018
A highly extendable CRM with small business affordability
Kommentare: Zoho CRM is simple enough to immediately begin improving a company's sales process out of the box, but powerful enough to create complex workflows, automation, custom solutions, and integrations. We were able to immediately start saving time working through leads, while continuing to improve and hone our sales experience, and then our customer experience by integrating with our Accounting system and Ticketing system.
Vorteile: Beyond the basics of contact management, workflows and custom fields, Zoho CRM makes it especially easy to find the last communication and pick up right where you left off with any lead, deal, or client. It syncs with other Zoho products, as well as many external systems, making it perfect for a connected workflow. It also has an available API for creating custom application integrations. Creating custom workflows and approvals with Blueprint is a straightforward process, and the power that it provides for process management and automation cannot be underestimated. Self service portals for clients are another great addition to the power of the CRM. There are multiple billing levels available, so the system will scale with your business, or even better check out Zoho One for a simple and affordable solution to even more of Zoho services. One final Pro is that Zoho is consistently looking to make their product better, and has shown an extraordinary commitment to improving it's design and functionality. If you don't like something now, submit feedback and wait a little while, and it might appear.
Nachteile: Integrating the CRM with other Zoho products can be complicated, and the integration experience is not completely consistent yet. It is clear that this is something that is being improved, but some of the products are not at the same level of polish as Zoho CRM. Zoho's introduction of an AI assistant is certainly cool to see, but it isn't quite ready for prime-time and much of what it can do doesn't seem to add a lot of value versus not having an AI. However, this will certainly continue to improve with feedback and it is good to see AI as a focus of future innovation in the product.
Bewertet am 5.5.2018
Becoming Best of Breed
Vorteile: Overall, Zoho's CRM is about as robust as I've seen. It has a crazy amount of connectivity with other Zoho apps and integrates really well with G-suite apps too. Of all the CRMs I've tested, and I've tested dozens for at least 4 business models, Zoho seems to be the most flexible and cross-vertical friendly. There's plenty of competition and many that are designed for specific types of businesses, but what I'm finding is that just about any type of business (i.e. project management, online or web-based business, consulting, marketing, photography, etc) it can be customised to fit very well. You do have to be ready to put the time to set up your business though and that's true for any CRM. Yes, maybe some are a bit easier and faster, but if you're like me and like to bolt on new services, you'll appreciate that Zoho is likely going to still work for you, meaning less time having to start all over again.
Nachteile: So here are the things you have to remember when choosing Zoho. Go for Zoho One! It's worth it to get all the other apps for the difference in cost. Chances are, you'll spend a lot less by staying with Zoho and dumping all the other API'd apps that Zoho can already handle. Another thing that you have to be aware of is that their service and support can be excellent, but that depends on the rep you get at the other end of the line. My advice is to be very thorough in explaining your request and don't let them start solving issues until you know for sure they really understand what you want. Another issue is that they don't support on weekends. For many that may not be an issue, but when you live and work in a time zone or business area that needs that, time to solve issues and not get in the way of daily work, that may matter to you. But overall, I can say that from the time I started using Zoho's suite, their customer support has improved vastly! You will also find you have the need to figure out some workarounds on issues that are core to your business. Sometimes things can be customised, but not always. For example, it's a pain to have it set up for people or contacts who are associated with multiple businesses, something that's rather common in my space. Again, if you get the right technical help, you can solve issues like these. Their documentation and help videos are just OK at best. I find them very confusing and too technical at times, and I'm a pretty technical person, so once again, this means you'll be depending on their support team and you'll want to be ultra clear on what you want to accomplish.
Bewertet am 18.11.2019
The New Era of Customer Relationship Management - Zoho CRM
Kommentare: I prescribe Zoho CRM on the grounds that it has demonstrated to be an exceptionally productive instrument and is extremely simple to coordinate, I consider Zoho CRM is an ideal device for an organization, since you can see upgrades and surprising deals development in a brief timeframe, this amazing programming makes network, association and information follow capacity are anything but difficult to work, I truly suggest it since it gives an incredible assurance to its clients.
Vorteile: Zoho CRM is an unbelievable assistance that for quite a long while has enabled us to collaborate with clients and increment income of the organization, this product truly gives a generally excellent encounter to its clients when working, actually this stage is extremely creative, this administration enables us to contact clients in practically all stations from phone, email, live talk and diverse informal organizations, has an alternative that gets continuous warnings when clients connect with the organization progressively, enables you to quantify the proficiency of correspondence with our clients. It spares time since it has a few mechanization choices, for example, computerization of each part of the organization and dispenses with the separate undertakings that require a great deal of time, so their clients have a superior execution, permits to robotize the procedure of dedication of potential clients and can exploit the upsides of every one of the individuals. This product has the choice to quantify and deal with the business execution of the organization all through the domain, likewise has an alternative to utilize that enables you to discover in a moment any data you need from CRM information with the assistance of [SENSITIVE CONTENT HIDDEN], additionally [SENSITIVE CONTENT HIDDEN] gives propelled gauges of potential client understandings that can eventually make it all work out, and one of the highlights that I like best about this product is that it has a clever caution, which enables you to recall the assign
Nachteile: Zoho CRM extremely more often than not excessively I use it has worked effectively, on an individual level I have not had any awful experience working with this product, yet anyway some of the time its UI is typically moderate, and each activity requires another page burden, and I have seen that approaching messages are not synchronized, yet these little subtleties don't think of it as a major issue that anticipates working with this product, it truly enables us to work easily to perform various capacities with this stage.
Bewertet am 8.11.2019
Good value for money
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.
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.
Bewertet am 14.7.2017
WORST SUPPORT TEAM
Vorteile: Product is somewhat OK if you're starting with the CRM but they are slow in adapting to new technologies. They are still learning and is a good tool if you're a nut bolt retailer.
Their support team is a bunch of absolute pathetic people. Clueless nincompoops who have no training, empathy or understanding of how customer support works!
When you call ANY support line for any cloud service, they first tell you their name, ask yours, and request details on the issue and provide you with a case reference.
NOT WITH ZOHOCRM SUPPORT CLOWNS.
They talk to you on the phone and DO NOT PROVIDE a support ticket number. Even if you ask them they fail to provide a support request number. Next, if you call them about the same issue, the same nincompoop would ask you for a ticket number which he previously didn't provide!!!
As a result, you waste time, explaining them again and again repeating the same thing to a useless clown who couldn't care less about the customer's issue and has absolutely no empathy. Their work ethic and attitude are probably worse than those working in the oldest profession.
Here’s what their support reps should have done, but they NEVER do all this. All of this is Customer Support 101:
a. Announce their name! When you ask the customer their user ID and name, why can’t you introduce yourselves too?? By default? What’s there to hide?? Why wait for the customer to ask? Even a domestic call center in India does this!
b. Take a call back number to call back in case the call gets disconnected!
c. If you can’t call back drop a 1 line email with the case reference number so at least the customer has a chance to pick up from where he left off! WHAT A BUNCH OF LOSERS.
A rather crude bunch with absolute zero respect for paying customers. They fail to realize that they're employed because of paying customers! I have posted an audio recording of their unprofessional attitude on a support call, on YouTube. Just look for it and have a listen yourself, so you know what can be expected. ZOHO MANAGEMENT - Get your support clowns to signup for free trials of other cloud bases SAAS products and raise support requests so they can experience and may learn how to provide customer support!!
Bewertet am 14.11.2019
Zoho CRM is unquestionable software for sales and marketing products.
Kommentare: Zoho CRM is most efficient software for our social media emails and sales and marketing. I also mostly highly use this software for our organizations with our highly professional team members for tracking the sales and marketing automation. This software provides the great customer support to our clients, So I recommended this software for people due to its high quality working.
Vorteile: The most beneficial thing about the Zoho CRM software is that we can easily use this software in the whole organization for many categories like sales, marketing automation, mails and websites in a proper manner. This software allow us to store all kinds of information about the customer services and marketing activities at anywhere in the world. Most of the users use this efficient software for enhanced our working about the sales and marketing automation in a more reliable way. This software is very well about the operations of sales and purchase of the companies.
Nachteile: Behind the biggest disadvantage of Zoho CRM, this software has many difficulty such as its slow working during sending the social media emails with others. For the beginners, cannot easily purchase this software because it is not reliable for tracking the large numbers of sales and marketing products. This software does not create the huge information about the customer projects. It is not very intuitive for us to secure the all of our marketing automation.
Bewertet am 25.11.2019
Contact management without spending an arm or a leg
Kommentare: Overall positive, I feel like for more established businesses this may still work based on your model. For mine it worked well for quite a few years.
Vorteile: Free and low cost monthly to start with. Really affordable. I used Zoho on and off when I first started my business. Came back to it because it is a low cost and overhead can hurt your startup business. It's also very simple to use. Really easy to get set up and its simple interface can be easy to manage for even non tech-savvy people. You can use an app if you are on the go, and it does have some workflow automation for even the low cost plans while integrating with their other software such as invoice and subscriptions. You can also customize fields in Zoho CRM a lot easier than other systems, which works well if the office jargon doesn't quite match.
Nachteile: For the free or low cost plans it requires manual work on the users part, which for the cost is not a bad thing. The email marketing in my mind is kind of deceiving, mainly because when I think of email marketing I think of an automation sequence which can follow up with leads based on their interactions.
Bewertet am 18.11.2019
Vorteile: I like the fact that its so easily integratable and user-friendly
Nachteile: Sadly the interface isn't as simplified as it could be , but its alright.
Bewertet am 12.11.2019
I use ZOHO everyday
Kommentare: I started my company 4 years ago. It was just me and I needed a simple CRM just to keep myself organized. I have recently started adding employees and the transition has been seamless thanks to ZOHO.
Vorteile: Zoho CRM is easy to set up and easy to use. I have trained others in my company to use it and the process did not take long. This is a really solid product for the money.
Nachteile: I have used Zoho CRM from the first day I started the company. I have never had a single issue. The software is so easy to use and its simplicity leaves me very little to complain about.
Bewertet am 21.9.2019
An excellent CRM
Kommentare: It's easy to customize. I have the ability to connect with customer in different languages.
Zoho CRM is a very useful software for the purchasing operations and sales. The software and app manages all my operations swiftly by monitoring my suppliers actions and also giving me their real time actions.
It is flexible and has a mobile app that can log calls and can take text and voice messages. It has an email tracking feature. It also allows me to add contacts, clients and recurring projects.
Nachteile: The software documentation is technical. The UI isn't great because a page loads up each time an action is taken.
Bewertet am 15.12.2019
Great product for SMB companies
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.
Bewertet am 13.11.2019
Great Help Desk Solution for Small Teams
Kommentare: 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.
- 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
- 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.
Bewertet am 30.9.2019
Much more than a sales app
Kommentare: Zoho CRM has prooved to be one of the most fascinating tools I've ever used and implemented, it's a very user friendly, highly efficient and incredibly easy to integrate tool. I saw Zoho CRM becoming the perfect tool for many different companies and it blew my mind. The whole tool makes data connectivity, organization, maintainance and traceability incredibly easy if well implemented and used.
Vorteile: I love the way it integrates so easily and smoothly with the rest of the Zoho apps and even other supplier apps. Another MAJOR feature of Zoho CRM is how extremely customizable it is, I was lucky to use it and also implement it into other companies and I became a fan of this tool because it adapts to so many different businesses and processes, from hospitals to water irrigation, finance and accounting to events organization, entertainment, sales, education... I saw Zoho CRM becoming the perfect tool for many different companies and it blew my mind. The whole tool makes data connectivity, organization, maintainance and traceability incredibly easy if well implemented and used.
Nachteile: Nothing, sorry, I got in love with this tool, the only thing I don't like is people not using it correctly sometimes and blaming Zoho when it "doesn't work", the tool is magnificent, and if well implemented it can boost your business and help you standardize your commercial processes, digitalize your commercial operation.
Bewertet am 29.8.2019
Great product for a small start up
Kommentare: I always recommend Zoho before I recommend SalesForce. It is a best-in-class product.
Vorteile: I recommend Zoho very often. A lot of companies go big earlier than they really need to and spend way too much on SalesForce & Marketo. I worked for a very small company with some limited budget that pivoted to sell it's product to the Enterprise. Zoho was incredibly easy to set up, intuitive to use, and contains all the most important features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredible effective acquiring leads, nurturing them, and tracking pipeline in Zoho. Our small sales team found it very easy to use and loved it.
Nachteile: There's a point when you need a more robust integration eco-system and a lot of customization. This isn't really a con per se, but Zoho, by being not as complex and customizable as SFDC, will eventually need to be replaced. This should last you many years before you outgrow the functionality.
Bewertet am 1.8.2019
For low cost CRM - you cant beat Zoho CRM
Kommentare: Really good. I needed a lead-management system that i could use to capture lots of data, and ZOHO CRM provided this. However, when it comes to building such a flow (outwith a standard workflow) - the product isn't up to the job (you need a more sophisticated ZOHO product, which comes at a hefty price).
High functionality at a very low cost.
Love the ability to add web forms (from Zoho CRM) straight into your website for lead capture (integrate this with Zoho Sales IQ) and you have a very cool and functionality-rich inbound lead capture system.
Nachteile: Bit clunky. Bit amateur. Design & look and feel are a bit flakey. Heck - even the Zoho logo looks cheap!
Bewertet am 26.7.2019
Kommentare: Overall, I enjoy using Zoho CRM. It does everything I need it to do. I still rely on other tools to schedule emails and take meeting notes, but I still track everything back to the trusty CRM. Also, their support is very sincere and helpful. They go above and beyond to ensure a problem gets fixed in a timely manner.
- Very flexible and extensible. You can set up the CRM process to work just as you would like it to.
- Integrates with Zoho's other tools seamlessly (Books, Sales IQ, Campaigns)
- Has an excellent mobile app that can log calls and can take voice/text memos
- Email tracking is built in!
- Recurring tasks can be added for contacts, vendors, and opportunities
- The UI is not great. There is too much wasted space on the screen at all times, no matter what page you are viewing.
- The UI is slow. Every single action requires a new page load.
- You cannot schedule emails
- Incoming emails cannot be synced
Bewertet am 30.5.2019
One of the best CRM... Love this amazing tool
Md masoom R.
Kommentare: 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.
Vorteile: 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.
Nachteile: 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.
Bewertet am 21.2.2017
ZOHO CRM The right fit for a medium company.
I am a sales consultant and was asked to recommend the best CRM for a group of 3 companies, with around 50 persons each. After an evaluation of 15 initial products, Zoho CRM resulted the most adequate for this companies. The product itself is very easy to use, friendly user and extremely easy to adapt. In terms of price/performance, in my opinion is one of the best against other brands when you have a limited budget.
It is basically design for pipeline management, activities tracking as well as customer´s, also, it has a great mobile client, that said by one of my customers employee, it is even easier to use it than work on the PC.
I have been able to use other CRM´s like Sales Force, SAP, Siebel as a user in big corporations, and those are great products, but I think that for small and medium size companies, this product is simpler, less expensive and easy to use.
- Easy to customize: The product is extremely easy to customize, at the point that unless you are going to do something very specialized, you might need external support, otherwise, the ramp up curve is easy and fast. There are different versions to subscribe, the higher the version, the more you can customize. They also let you try the product for a 30 day period and you are able to switch between different versions to compare them. The bottom line is that you will not need to spend extra money.
- Language: My customers needed the product in spanish, Zoho allows you to switch between one language and another seamlessly.
- Price: There are different versions, that are very affordable, one of the difference against the leaders is that the price up to 5 users might be the reasonable, but above 5 the prices goes really high. In the case of Zoho below 5 is free with its limitations, and then you have a reasonable step up depending on the versions.
- Mobile Client: Simply amazing, once you have the product running, literally, every task or query you can do in your desk, you can also do it in your smartphone. The interface is clean, nice, intuitive and easy to use.
- Tracking and follow up: One the strongest features I found is the tools to remind you of the follow up of tasks, meeting, calls, etc. You can get advise by email, phone, etc.
- Sales methodology and Pipeline review: If your company has a black & white sales methodology, it is very easy to set it up in the CRM, also the way to view the pipeline is very intuitive and visual. It makes very easy to do pipe review and lets you drill into any module with just a click.
- Views: You can have the report & the view you need, the product comes with a lost of sample reports but also lets you do your own (The higher the version, the more you can customize)
- Workflow for triggering events: This is a great feature where you visually can determine which tasks are needed to execute after one event happens. Amazing feature.
Nachteile: There are many "add ons" that can be very useful once you have your CRM, by example ZOHO Projects, . My only advise is that from the beginning you have a clear understanding of what your company will be needing as this modules are priced separate from the monthly fee. Depending on the modules, you might end spending more dollars per user on them than on the crm fee.
Bewertet am 5.8.2018
One of the best customizable CRM
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
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
Bewertet am 28.6.2018
Very good and excellent CRM, Complete, dynamic and accessible, easy to use and available on the web
Oscar antonio R.
Kommentare: 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.
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.
Nachteile: 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.
Bewertet am 13.5.2018
Seriously, the best CRM software out there for the money when combined with all their products
Kommentare: Price, easy of use, endless expansion, integration capabilities with big name companies already built in... and mostly... Insight. I am by far one the most insightful IT companies around in my area because I use this software. It's probably what pushed us past the competition.
Vorteile: First off, I own, manage & work at a Business IT and WebDesign business, located in the Kansas City, MO area... The Zoho CRM platform is very intuitive and easy to use immediately. Plus, for the money, it's the best in my opinion. Now, dedicate a few days to learn the CRM, combined with their other products... You seriously have the best solution out there I've ever seen and I've tried them all. Additionally, Zoho is priced far below the competition for what you get. Third party integrations for big names like Google and Facebook are amazingly simple to add and configure. Spend a few days on the trial period, dedicated a couple hours a day to learning their CRM, combined with the other solutions they provide that fit your needs... and you'll be spoiled compared to any others. Customer support is rather good, although based in India. I never had a problem or experienced a debacle they were not happy to help me with. Also, the company Zoho.. Across the board is moving forward every week/month with new features and updates to not only the CRM here but, their entire plethora of SaS solutions. If you are familiar with CRM's... I won't bore you with what it does. You already know what a CRM should provide and Zoho CRM does by far and then some. The learning curve really is not that bad, even then, there really is no limit you can take this platform to if you dedicate the time to learn and set it up. Bottom line: Zoho CRM, combined with their other solutions... IS THE BEST
Nachteile: Honestly... I can not complain that much. The only complaint I have is this... Yes, they are far below the competition in terms of price when considering the big names out there.. However, if you are a power user like myself.. You want all the options. Even though they are cheaper than the others.. I really hate (across the board, all companies included) that their subscription pricing is a "per user" type setup. Being an IT business, you understand inner workings of resource usage... I really think all these companies should be tiered in groups of 5 - 10 users and the price will increase at that point but, I digress... In the beginning of my startup phase (Having one employee besides myself), I really found it hard justifying the cost "per user" to use any CRM software. However, my end goal for the company was automation of anything Consumer Relations, related so.. honestly, I chose to save a couple bucks and went the open source route. Well, yeah.. It worked that way but honestly, it was open source but, closed. Anything I wanted that was not built by the community was insanely time consuming to implement. BUT.. It cost nothing that way and I didn't pay a per user fee. However, time is money AND... my implementations would have to be rebuilt anytime I wanted to update the core functionality. So, long story short... These companies really shouldn't be implementing a per user subscription model. Truth be told, 1 - 10 employees takes the same resources on their end.. :/
Bewertet am 4.11.2016
Zoho CRM, One of the Best for Small Businesses
Kommentare: I run a small business and I evaluated many, if not all of the CRM's available to small companies. By far, Zoho offered the greatest functionality, ease of customization and overall value in price. Zoho offers the ability to create mail merge templates - one of my criteria when choosing a CRM - few others if any offer this. Also, I love that I can see when a client or prospect has opened or read an email, right from the application. Reporting features are fantastic too! I was even able to add a Zoho code to my website so now all new leads come directly into Zoho and receive an email immediately from me. Overall, I can now contact my prospects faster and close sales faster. I can manage my clients better with great detail right on their records and my one team member and I can better communicate through the CRM and even assign each other tasks. Although I highly recommend it, I do wish Zoho had live Chat Help. Takes a bit to get a response when you need help. That said, overall, best CRM, best value for small businesses that want to see and understand where their business is related to sales, sales pipeline and customer management.
Vorteile: Functionality: Mail merges, email templates, customization, reporting
Nachteile: White the new version has some great new features (seeing when a client opens an email), it is also harder to find the customization modules and I hate that Events I create automatically are marked as closed when the date arrives. Sometimes events do not actually occur, or I have to get to them the next day - I use events to do important tasks. I want to be able to mark it closed. I want to be able to mark any activity closed in a very fast, easy way... just a check, done. Also, wish the activities would show in the calendar, not just events. Wish I could see what my team member sees on her calendar, especially when we share an event. The creating a call function is too cumbersome and too many steps, you have to scroll down, etc. Make it faster, easier... takes too long. Wish there was a faster way to even log a quick call... reminders need to have more options like 1 week out or 2 weeks out, even 1 month out. Really do not like that I cannot see my screen (lists) of prospects or clients at a glance as it only shows a few at a time, you have to go to next page - font is too big, too. Dashboard is not very customizable and doesn't give me the ability to put in the reports I created and want to see... getting help is ridiculous. I have to "chat" - send a message basically, then I have to wait for a response. Need to be able to get answers and help faster.
Bewertet am 28.12.2019
When you need a custom CRM Zoho is head and shoulders above the rest
Kommentare: I wanted to capture lead data from a lead gen form into my CRM i.e. timeline, desired location, loan program etc. I looked at several extremely more expensive solutions and none could match the functionality of Zoho. You can litterally make Zoho perform any action with the right configuration.
Vorteile: I wanted something I cold customize to my needs and Zoho was the only option that allows or even comes close to doing everything we need.
Nachteile: This is not a super user friendly solution and requires lots of patience, research, and trial and error. Setting up SMS messaging for leads has been really challenging where most CRM's have a solution out of the box ready to go with Zoho you have to set up a third party app and configure it but even once installed its not straight forward to use and requires lots of trial and error.
Bewertet am 28.11.2018
Kommentare: As my company continues to grow, we are able to meet and exceed all our demands by using this product. We have cut costs by eliminating manual work (such as sending repetitive emails and reminders to customers) by utilizing the auto-email function and setting up templates for emails that need to be sent out on a regular basis. That has allowed our employees to focus on more important tasks and be able to really get detail oriented. I would recommend Zoho CRM 10 out of 10 times to anyone looking for an alternative business management software.
Vorteile: Zoho CRM is basically a one stop shop for your business needs. I use it in my office everyday, and we can customize different modules based on the growing needs and demands of our company. Additional pros: Super simple to use. You can create buttons that do all the work for you (example: sending auto-emails). The tech support is usually a long wait, but once you have them on the phone or chat box they are super knowledgable and ready to assist with anything you need. Love love love this software.
Nachteile: Because it is so customizable, there are basically no limits to what is buildable with it. Need a specific accounting software? Zoho CRM. Need a time clock for payroll? Zoho CRM. Need a calendar view for medical records? You got it...Zoho CRM. The actual building of modules is really dense, so having a team member with developer skills is almost a must-have if you choose to dyi your software. Like I said in the pros section, the tech support at Zoho is wonderful and super helpful, but the wait time is a bit lengthy.
Bewertet am 22.7.2019
The most loaded tool with excellent features at lowest prices.
Kommentare: Zoho consists of all the basic features and integration ability that makes it more productive than any other tool. The more consistent working on this tool produces more efficient results. In our field , interacting with the people is everything and Zoho CRM for me is a one-stop-shop providing all the necessary features and tools to elevate our working. We have customized it the way we requires and it has delivers the best of it. It's for sure a recommended tool by every professional.
Vorteile: Zoho CRM enables us to customize the products and services according to the increasing demands and the needs. It is quite user-friendly and very easy to use on daily basis. We can also customize this tool in accordance to our demands that usually changes with time i.e adding buttons , links. It's also one of the most cheapest tool with abundance of tools and handy features. We can also easily integrate it with the different tools and other google products or Microsoft outlook which makes it easy for us to schedule and organize our working at one place.
Nachteile: One of the most annoying thing is that the email invitations generated from Zoho CRM, mostly gets blocked or listed as spam by mail filters. However, it allows the customization for this tool as per our needs, but its a bit complicated procedure hindering most users from creating it because it requires complex practice. The reporting section also doesn't work up to standards and only brings out basic ones. They should also generate updates frequently in order to catch up with the rival products.