Zoho CRM

Dealing With Clients Is Easier Than Ever With Zoho CRM

Kommentare: Although I run a small marketing agency, I have to deal with a lot of clients. Initially used to manage all my clients manually and I didn't believe in any kind of CRM software. Later I started using Zoho CRM and never looked back. It has directly helped me to increase the overall yearly revenue of my company. Also, now I don't need to move from one tool to another just for doing simple tasks and my team can concentrate more on actual work.

Vorteile:

Zoho has different software for different purposes. But I must say that their CRM software is the best and it provides the best value to the users. I like the fact that you don't even have to pay if you don't need advanced features. In fact, I started with the free version and then upgraded to the premium package just because this software is excellent. Apart from being a great CRM tool, it can handle your email marketing and automation tasks. There are a lot of integrated modules that help me connect this with third-party popular services. Overall, I think nobody will regret purchasing this tool for their company.

Nachteile:

This tool is loaded with adequate features. One of them is the ZIA voice assistant which is not yet good enough. So, I think if the developers can improve this feature, Zoho CRM will be unbeatable.

Zoho CRM for non profit animal welfare organisation -rescue, hospital and shelter management

Kommentare: The entire operations of our non profit are managed with Zoho CRM Enterprise Edition. The user experience based on feedback from 50plus users has been very balanced. Of course not every need can be met but the use-case to product fit is quite high at over 95%

Vorteile:

Incredibly flexible Allows a great deal of customisation to suit nearly any requirement a non profit can have User friendly Drag and drop customisation makes it easy to administer Deploying new features in a design done over 2 years ago is still a breeze Minimal deluge coding needed to achieve new functions not natively supported in configuration

Nachteile:

Having to use multiple satellite products like Zoho forms, Zoho campaigns, Zoho analytics though most of these are available natively in Zoho CRM are rudimentary. It’s a commercial decision of Zoho but not an unreasonable one. The integration set ups between these satellite systems are quite easy but still needs learning a different UI as it’s vastly different from the CRM UI.

In Betracht gezogene Alternativen: ERPNext

Warum Zoho CRM gewählt wurde: Zoho CRM was easy to use and we could visualise the end solution without much difficulty while evaluating our use-case fit due to its incredible flexibility.

Zuvor genutzte Software: Salesforce Sales Cloud, SugarCRM und ERPNext

Gründe für den Wechsel zu Zoho CRM: Use case product fit was much better. Our entire process listed below could be mapped quite easily in the core product. - receiving rescue requests for street animals using Zoho Forms - street animal rescues with GPS capture using Flutter app built on top of CRM - intake of sick injured animals and managing their veterinary care with case sheet for each one (over 2000 animals) - donor management - WhatsApp integration to communicate with rescue requestors and donors

Spend your money elsewhere

Kommentare: If it were up to me, I would have dumped it long ago.

Vorteile:

It's cheaper than Salesforce but who isn't?

Nachteile:

The modules don't talk to each other, there is zero support when you have questions and what would be standard in other software is NOT offered here, for example the email module and email template creation is a nightmare . Mailchimp is far superior with the email creation tools. The Zoho Social loses connection to social channels regularly. The Zoho Analytics won't connect to some of the modules for reporting, etc.

Everything you need straight out the box

Kommentare: We are learning that the way we were qualifying leads and moving them through the sales funnel could be made a lot easier using Zoho. Zoho has made it a lot easier to see what sales are coming in and from where.

Vorteile:

Social, email and CRM functionality are all housed in one place. The email campaign section makes it easy to warm leads up before sending them to the CRM module. Easy to set tasks for the sales team and then report on what has or has not been followed up.

Nachteile:

There's a lot of functionality and application within Zoho, I don't believe we will get around to using them all. The email Campaign section doesn't always pull the correct stats back through to the CRM module. There is no ideal process of qualifying leads, we had to seek external support.

In Betracht gezogene Alternativen: NetSuite CRM und Salesforce Sales Cloud

Warum Zoho CRM gewählt wurde: We wanted more functionality and Zoho was very competitively priced.

Zuvor genutzte Software: Act!

Zoho CRM Review: Cloud Based, Affordable and Feature Rich

Kommentare: Zoho CRM is a customer relationship management system that is reasonably priced and offers a number of tools to help businesses improve their customer service. Zoho CRM's customized portals and workflow features allow businesses to enhance customer service, improve sales, and create new opportunities.

Vorteile:

Customer relationship management software is a field with a wide range of solutions available, and Zoho CRM is one of them. Sales, marketing, project management, and customer service are the most popular features. It includes tools for information technology, finance, and customer service as well. All important parts of Zoho CRM come at an additional cost though. For example, if you want to have access to IT capabilities like trouble ticketing or help desk software, you need to pay extra for them. Even then though, they are all reasonably priced for the capabilities you have access to.

Nachteile:

Overall, the website's user experience needs to be reworked. There are too many functions and features, which cause confusion and a high level of user interactions.