Zoho CRM

Pros

Zoho is affordable, robust, and dynamic. It offers a host of features and function, covering all the basics and providing a lot more of customization and options beyond

Cons

The way the Zoho CRM is written and formatted can be confusing. The logic behind the system can be quite backwards at time.

Pros

It is fairly simple to make quick changes or add amend fields to suit your business requirements

Cons

Some of the templates or layouts are not great making the page longer than it needs to be. This may be down to my lack of skills but i couldnt find a simple solution.

Pros

The possibility of customizing it if you have developers in place.

Cons

Zoho Deluge makes you quite limited if you dont have much coding experience. Workflows are also not working the way I am used to with Salesforce or HubSpot

Pros

I really the sales and marketing automation it enhances the efficiency.

Cons

The customer support services need to be little improved and sometimes I notice slight lags.

Pros

Zoho CRM is a more user-friendly and affordable CRM. Zoho provides many more free features which are helpful to startup organization.

Cons

Zoho's Customer support is limited while integrating third-party apps with CRM

Pros

It’s highly configurable if you know code or have developers

Cons

It’s clunky to use and oddly set up, with multiple sections within the CRM separating things like leads and contacts so it can make full lifecycle reporting difficult

Pros

Zoho CRM is easy to use and collects every feature I expect from a CRM.

Cons

Zoho CRM can be extended with more features in communication side.

Pros

Zoho connets easly with third party apps. In Zoho we track sales and customer interactions.

Cons

Slow customer support. Limited Features in Lower Price . Some Features only available in high price.

Pros

I like most about Zoho CRM is the automation. I can easily automate my some tasks such as follow up emails and reminders which saves my time.

Cons

Due to large amount features available, learning or understanding time is too much for new users.

Pros

Very customizable and modules are complete for all needs.

Cons

A bit complex especially when first setting up.

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

It is the dream of every business to have a tool or rather software that streamlines and optimizes daily operations. Zoho CRM is our go to tool. At an unbeatable price and with no hidden charges we get to enjoy its intuitive UI and sturdy features. During implementation and deployment of Zoho CRM I realized that the migration of our customer,sales and business data from our then solution to Zoho CRM happened soo effortless and with just a few clicks we were done. Even while an of our teams is working remotely, Zoho CRM ensures that there are no challenges of accessing customer information. It ensures boundless access to customer data at any time from their mobile devices and that way it keeps them on the go to continue with business proceeds and close those deals. Zoho CRM brings the two main business processes into a single place ie customers and sales management which has enabled us to optimize these operations meaningfully. Zoho CRM is adorned with reliable and highly advanced security features which protect our data from unauthorized access. Encryptions and audit logs have been very invaluable and convenient

Cons

Zoho CRM delivers impeccable customization possibilities, ease of use, excellent battalion of customer support and a reliable and functional feature range.

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

Still learning but it seems to have what is needed for my startup! I am working to look at the Professional version. So far I have started with the free version. It also has a lot of potential as my business grows.

Cons

Unsure at this time. I am still very new but if you break it down piece by piece it is not difficult to use.

Alternatives Considered

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

Zoho CRM makes it easy to manage basically an entire database for our business. The editing features are extensive, allowing you to tailor-make just about anything to fit your needs. We've altered most of the pre-set sections to fit our industry-specific programs which has massively increased the effectiveness of our business.

Cons

Because it offers so much flexibility there is a fairly large learning curve to setting it up how you'd like it to be, and some aspects can get a little finicky. For example, it takes a lot of tweaking to get the visuals and functionality correct on specialized views if you've done a lot of editing.

Pros

The platform is user-friendly, highly customizable, and has streamlined our sales and customer management processes. The real-time analytics and reporting tools give us clear insights into performance.

Cons

Hard to use the reporting feature for what we need.

Alternatives Considered

Reasons for Switching to Zoho CRM

Pros

What I liked most about Zoho CRM is its customization and flexibility. The platform allows you to customize modules, workflows, and dashboards to place with specific business needs which makes it highly adaptable.

Cons

With so many customization options, it took time to fully understand how to set the platform for our needs, when I newly start working in Zoho CRM, I found it a bit difficulty to use without proper training or resources.

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

Using Zoho CRM has always been easy for us and it was equally easy to customize it to fit what we were looking for. The instant chatting and online meeting communication functions in Zoho CRM which offers us a quick way to interact with our clients. It makes it easy to analyze our clients engagements which help us come up with ways to strengthen our relationships.

Cons

No cons experienced from Zoho CRM. Our usage experience has been very smooth.

Pros

Zoho CRM is a dependable and user-friendly customer relationship management solution with many great features. One of its primary benefits is its layout, which is easy to use and encourages customers to get started right away. Due to the platform's high degree of adaptability, businesses may quickly connect CRM with particular requirements and procedures. Zoho CRM's outstanding connectivity features make it even more beneficial by enabling users to connect to a wide range of third-party programs and services. Automation functions streamline repetitive operations and workflows, increasing the efficiency and consistency of organizational procedures.

Cons

While Zoho CRM's wide range of customization options make it very adaptable, they can also add to its complexity and overwhelm customers who need a simpler solution. Although Zoho CRM has the ability to integrate with many third-party programs, some customers have reported difficulties doing so, which can occasionally cause compatibility problems. Furthermore, even if the automation tools are strong, individuals lacking advanced technical knowledge may find it difficult to develop complicated automation workflows since it may demand a deeper grasp of the system.

Pros

Zoho CRM offers robust automation tools that help users automate repetitive tasks, such as lead assignments, email follow-ups, and data entry. This automation improves efficiency and productivity.

Cons

Switching to Zoho CRM from another CRM system may pose challenges related to data migration and compatibility issues, particularly for businesses with large or complex datasets.

Pros

It simplifies repetitive tasks, enhance candidate tracking, and improve communication, allowing me to focus more on building relationships and making quality hires.

Cons

I found it challenging to adapt certain features to fit the specific requirements of different roles and industries I was hiring for.

Pros

One of the most appreciated aspects of Zoho CRM is its customization capabilities. This feature allows businesses to tailor the software to meet their specific needs, ensuring it aligns perfectly with their workflows and objectives

Cons

Many users report that Zoho CRM's customer support can be slow and unresponsive, making it frustrating to resolve critical issues or seek assistance. This lack of timely support can hinder productivity, especially when urgent problems arise.

Pros

What help us choose Zoho CRM over other platforms is the customization. This allowed us to put together a custom tailored user experience. As our company has grown we have been able to take advantage of the integration with other platforms. Zoho CRM workflows i.e. automations are heaven sent! We have been able to automate so many of our emails, field updates, quotes and sales orders etc. To keep things simple this CRM is flexible, scalable and has a ton of options.

Cons

Because you have so much flexibility the learning curve can be a bit overwhelming at first. We are on a ZohoOne Enterprise edition and the ZohoOne team has help me countless times with Flows and integrations. When searching for a phone number it can be picky, for example if I have a phone number 888-888-8888 i have to include the hyphen. I can't just search the phone number 8888888888.