Zoho CRM

Solid platform for small business

Comments: Really positive. Good customer service and a great price.

Pros:

We used zoho one that allowed us tl take advantage of the full zoho suite of products for a great per user price

Cons:

Reporting in zoho crm was a bit limited for deep analysis of data

Effective CRM System

Comments: Very positive! It is much more simple and better designed than some CRMs I have used varying from cheap ones up to higher end custom ones. It offers all the usual functionality and the navigation is simple.

Pros:

Very easy to use compared to other systems I have tried! Easy to integrate, mass update records, export information and access via app.

Cons:

Would prefer stronger integration with Zoho Sites and Bookings to add more functionality in automation but this likely could have been achieved with more technical knowledge.

Alternatives Considered: Sage CRM, Salesforce Sales Cloud and HubSpot CRM

Reasons for Choosing Zoho CRM: Have used Hubspot, Sage and Salesforce among others historically and Zoho provides a more mid market option between these three. It is simple, reliable and has good features for its price range.

Switched From: Sage CRM, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Zoho CRM: Zoho CRM was part of Zoho One package so offered good value for money with features that integrated with other Zoho software that we use. The support is also great with Zoho, I can message and receive a response back fairly quickly.

Versatile but Tricky CRM

Comments: It solves CRM question in our business but it requires maintenance and internal efforts to keep up and improve.

Pros:

That you can really build a lot and customize it to your business needs.

Cons:

That there are hidden bugs, things happening which documentation says should not happen. Support takes forever to reply and pushes you towards Zoho experts. In many cases our Zoho experts ended up contacting Zoho about bugs but got their replies quickier.

Alternatives Considered: Salesforce Sales Cloud and HubSpot CRM

One of the top CRM solutions

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

Pros:

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.

Cons:

Documentation can be outdated, but customer support has a lot of knowledge.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Choosing Zoho CRM: Simplify operations and adopt new personnel without needing existing training

Switched From: Dynamics 365

Reasons for Switching to Zoho CRM: Price and features

Zoho CRM helped us greatly expand our sales capabilities

Comments: Zoho CRM has had a major positive effect on expanding our sales operations. With it, we've saved a ton of working hours by automating our repetitive and time consuming tasks. It's also helped us provide a better service by setting up emails to be sent at certain times, or to send emails when our sales people couldn't get to it by a certain time. All in all, it's been an absolute treat for our operations

Pros:

I love the automation aspect of it. We've probably saved two or three people's worth of working hours by automating a lot of our sales processes. We have workflows to send sales emails, run campaigns, set reminders, you name it. It's made everything much more systemitized.

Cons:

The set up process is far from easy. It took us around a couple months to integrate it with everything else, set up custom properties, and educate everyone on using it confidently.

Alternatives Considered: Sage CRM, Pipedrive, Salesforce Sales Cloud and HubSpot Sales Hub

Reasons for Switching to Zoho CRM: We didn't need a huge enterprise-level for the scale of our current operations and Zoho looked more than capable for a much more reasonable price.