Zoho CRM

Pros

The customization and AI insights make it perfect for our needs, streamlining sales and support with seamless integration.

Cons

The initial setup for Zoho CRM can be time-consuming, but the extensive support and documentation help make the process manageable.

Pros

One of the best things about Zoho CRM is how customizable it is. I can tailor it to fit my exact needs, whether it's creating custom fields, layouts, or automating workflows.

Cons

The support is not always great, sometimes it can take a while to get back a response that is worth while.

Alternatives Considered

Reasons for Switching to Zoho CRM

Pros

It's easy to customize and quite affordable. Their integrations are quite good also

Cons

Their customer support isn't always great and is limited and takes some time to learn

Alternatives Considered

Reasons for Switching to Zoho CRM

Pros

First, it's ease of use and the ability to customize it to your needs and what you sell. The integration of other products is really great too. It's responsive and keeps all your info for a client in one place. The automated features is wonderful too.

Cons

Least is the set up. It does take time, trial and error, and a few kinks along the way. However, that being said, support was always there to fix and responsive, and with a program this sophisticated it is expected to have some issues. Overall, any issues were minor.

Alternatives Considered

Reasons for Choosing Zoho CRM

Switched From

Reasons for Switching to Zoho CRM

Pros

For us, this is one of the most complete CRM platforms available. We usually recommend tis platform to SMB's who need a CRM platform, but still are not big enought to get Salesforce for example (and in some case this is all they'll ever need)

Cons

Maybe time needed to do the initial set-up, as everything needs to be changed and the default options are not always useful. The UI sometimes feel a bit clunky.

Alternatives Considered

Reasons for Choosing Zoho CRM

Switched From

Reasons for Switching to Zoho CRM

Pros

Zoho is a fantastic platform to meet your CRM needs. It is very user friendly and was easy to customize to our preference for workflows and modules.

Cons

I would like to see more external applications added to their marketplace for integrations.

Alternatives Considered

Reasons for Switching to Zoho CRM

Pros

Being able to essentially automate anything and customize it to our liking

Cons

Updates take a very long time, some features have been requested for years and still not available.

Pros

Zoho is easy to use, its easy to customise and to find your way around the data even if you do not have a lot of knowledge with CRM's.

Cons

What's not to like? Its hard to find bad points with software this good!

Alternatives Considered

Reasons for Switching to Zoho CRM

Pros

A leading choice in the customer relationship management sector, particularly for small to mid-sized businesses. Known for offering a comprehensive set of features at competitive prices, this CRM delivers enterprise-level capabilities while maintaining accessibility for businesses with smaller budgets.

Cons

While Zoho CRM’s extensive features are a strength, they can be seen as a drawback for businesses that only need basic CRM functionality. The sheer number of options can sometimes be excessive, leading to features going unused or confusing users who don’t need advanced capabilities.

Pros

marketplace has lots of integration options

Cons

too much tabs, unnessary steps, untrained support staff don't know much and always have to refer to somebody else. One of them accepted to honor refund as per their terms and condition within 30 days, and then wasted 3 weeks to response only to be told it is passed the 30 days.

Alternatives Considered

Reasons for Switching to Zoho CRM

Pros

Zoho CRM offers a lot of customization options allowing business to tailor it based on needs. This included extra fields, layouts, modules, and reports. It has a user-friendly interface that can be easily configured with easy accessibility to all information with simple clicks. It has good integration capabilities with other applications with free and paid add-ons.
Cost is acceptable compared to other competitive software and has variety of options based on the level of functionalities needed.

Cons

Some advanced features are not easy to implement and require certain knowledge and skills to be configured.
Based on the license level, some customer support is not the best experience you look for in a cloud solution.
Mobile app is missing some of the main features that are needed to have access to CRM information.

Alternatives Considered

Reasons for Choosing Zoho CRM

Switched From

Reasons for Switching to Zoho CRM

Pros

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

Cons

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

Alternatives Considered

Reasons for Choosing Zoho CRM

Switched From

Reasons for Switching to Zoho CRM

Pros

To the best of my knowledge, Zoho CRM has a unique feature, which is an artificial intelligence known as Zia that can analyze future sales trends and trends in general. ​

Cons

We have noted that switching between two different modules is not easy and may sometimes even appear imprecise, especially if it is being done by a novice.

Pros

Comprehensive functionality and User -friendly interface.

Cons

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

Pros

Easy Customization - Zoho CRM's customization is a lifesaver, aligning perfectly with our unique processes.
User-Friendly Interface - The intuitive design makes navigation a breeze for me and my team.
Time-Saving Automation - Streamlined tasks and automated campaigns have significantly boosted our efficiency.

Cons

Learning Curve - Some advanced features took a bit to grasp, but ongoing training helped.
Mobile App Limitations - The mobile app could use more features compared to the desktop version.
Automation - it requires a developer for advanced automation process.

Pros

Zoho CRM offers high customization and comprehensive feature, it works as a best full-featured CRM tool for Sales and Marketing team.

Cons

Nothing to list as a dislike about Zoho CRM, every features are best in it. I can say the price should be little more competitive than other CRM tools.

Pros

zoho crm is a great platform to bring all digital contracts that we have for our company together. We don’t need to use any paper anymore and have all our customer information in one system.

Cons

sometimes settings are very hidden, and some automations are not very self explaining. The design is not as modern as other platforms.

Pros

The automation workflows in Zoho CRM which are making our daily routine tasks less efforts and time demanding and more precise. The contact management that help us keep our customer information well organized. The customer communication features which allows us to interact freely with our customers at any time. Zoho CRM reporting and analytics features which are keeping us on the lookout for the ways to improve our customer relationships.

Cons

We have not had any major drawbacks from Zoho CRM.

Pros

The sales and purchase - accounting parts of the software is very helpful. Its very easy to use. And its a online base software so we can use the software multiple computer on multiple places.

Cons

Production monitoring process for a company of this software are not so updated and its quite complicated in use.

Pros

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.

Cons

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

Pros

I like the robustness and how Zoho CRM is rich in features we can maintain every clients details ie past order history,projected sale etc with long term value if you set the params right.Additionally with the analytics and reporting it is by far the best analytics tool I have used .

Cons

The performance of this system is sometimes not the best, usually during large data set or pack usage.

Pros

What I like the most about Zoho is the customization available to completely make it your own. You have TONS of different Zoho Apps and Services you can integrate into your Zoho Dashboard that cover almost anything you can think of business related across all different departments. The part that I liked best is how Zoho is extremely user friendly and it's base functions can serve all your needs, but for those more advanced CRM fanatics Zoho really does pack a punch with extremely advanced features available to truly make it your own!

Cons

The biggest thing I don't like about Zoho is the visual appearance of the users interface. In my option it looks very outdated which gives the appearance initially that it is not capable of much. I think it is something that definitely needs an upgrade.

Pros

What I liked most about Zoho CRM is its user-friendly interface and customizable features. The ability to tailor the platform to specific business needs, such as automating workflows and creating custom reports, made it very efficient. I also appreciated the integration with various third-party apps, which streamlined processes and enhanced productivity.

Cons

What I liked least about Zoho CRM was the occasional complexity in setting up advanced customizations. While the platform is highly customizable, some features require a steep learning curve or technical knowledge to configure properly.

Pros

WHat I like the most about Zoho CRM is that I was amazed that Zoho has also integrate in social media sites which is I initially used Zoho Inventory. I definitely purchase Zoho when handling my clients social media sites and inventory in the future.

Cons

What I like the least about Zoho CRM is that probably I need to extend the free trial from it's 14 days to 1 month.

Pros

Zoho CRM emerges as a powerful tool for businesses, offering seamless management of sales, marketing, and customer support operations. While its intuitive interface facilitates navigation, I found it slightly less familiar compared to other platforms. However, its customization options and overall effectiveness make it a standout choice for boosting productivity and efficiency in business workflows.

Cons

The interface, while intuitive, may initially feel unfamiliar, requiring some time for users to fully adapt. Additionally, while the customization options are extensive, some users may find them overwhelming or complex to set up initially. Despite these drawbacks, Zoho CRM remains a strong contender in the CRM market, particularly for businesses willing to invest the time to unlock its full potential.

Alternatives Considered

Switched From