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

Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Zoho CRM

Cheaper and filled our needs. Salesforce tends to be complicated.

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

HubSpot CRM

Reasons for Switching to Zoho CRM

It was more affordable than the other tools out there

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

JustCall and Kixie PowerCall

Reasons for Choosing Zoho CRM

I couldn't customize, had way too many bugs, didn't power dial the way I wanted, didn't track and put contacts and leads in a very manageable way. Lacked ability to import info easily if at all. Glitchy.

Switched From

Symmetry

Reasons for Switching to Zoho CRM

Total cost vs features, ease of use, and customization ability.

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

HubSpot Marketing Hub

Reasons for Choosing Zoho CRM

Better integrations, better customer service and better overall value for money

Switched From

Simla.com

Reasons for Switching to Zoho CRM

Cost was the biggest difference we found.

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

Salesforce Sales Cloud

Reasons for Switching to Zoho CRM

We found that Zoho was a better value for the cost.

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

HubSpot Marketing Hub

Reasons for Switching to Zoho CRM

Zoho has a nicer looking interface which made it more appealing to use.

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

monday CRM and Pipedrive

Reasons for Switching to Zoho CRM

only reason was easier sms integration with too many integrations available

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

monday CRM and CRM Analytics

Reasons for Choosing Zoho CRM

In-house solution was not reliable anymore and needs a major technology update while other competitive products were either missing a lot of functionalities or more expensive

Switched From

monday CRM

Reasons for Switching to Zoho CRM

Needed functionalities with an affordable and reasonable price

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

Salesforce Platform

Reasons for Choosing Zoho CRM

Cost and function. Zoho allowed for many of the same features at a cheaper pricepoint.

Switched From

Salesforce Platform

Reasons for Switching to Zoho CRM

Cost and function. Zoho offers an inexpensive alternative to Salesforce. While it might not have all the bells and whistles, it does most of what you need to do.

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

Prophet CRM, HubSpot CRM and Bonterra Guided Fundraising

Switched From

HubSpot 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

What I love most about Zoho CRM is how easy it is to use; I can find everything I need without feeling overwhelmed. The automation features save me so much time, and I can customize it to fit my business perfectly. Plus, it’s budget-friendly, which is a huge plus for me as a small business owner!

Cons

Zoho CRM is powerful, but there’s a bit of a learning curve for advanced features. The mobile app can feel clunky, and support response times can be slow, which can be frustrating when you need quick help.

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

Pros

The new analytics feature is one of the great option which helps us to visualize the details in a pictorial format like graphs, chart etc. The huge number of customized filed allowed by the platform make us agile in presenting and managing the data. Predefined reports is a plus and it reduce the TAT of creating everything from the scratch.

Cons

For some reason, I am not a great fan of new reports creation flow. The old ways of creating the reports has 2 columns and we can chose what we need and what we don't. Now also we have the same concept but in a parent and child flow. May be we are used to the old workflow and it might take for us to get used to the new reports.

Alternatives Considered

Bitrix24

Reasons for Choosing Zoho CRM

When we were using sugar CEM we don't have much features which we get from Zoho.

Switched From

SugarCRM

Reasons for Switching to Zoho CRM

Initially it was free to use, so we chose to go with Zoho CRM

Pros

I love that you pay for ZOHO and get a massive amount of value. You get a CRM, Project Management, Web Analytics, Live Chat for your website or App, Accounting Software etc.

Cons

All the features are good. However, some need to be improved. In 2021 you are competing against other products that are just doing one thing and doing that beautifully. I am pleased by the amount of functionality they give you and that is why my review has a 4/5. It can be better and I am hopeful that it will be improved.

Alternatives Considered

Dynamics 365, SAP Business One and HubSpot CRM

Reasons for Choosing Zoho CRM

Streak was far too simplistic for our needs.

Switched From

Streak

Reasons for Switching to Zoho CRM

Our needs were between Streak CRM that couldn't do everything we wanted and the well known brands like HubSpot. The pricing of HubSpot seemed like it would be good, until you add the components that you wanted, then it became ridiculously expensive. ZOHO CRM was the best value for money.

Pros

A lots of features in one place with different functionality, made the life easier. We use MAIL, CONNECT and CLIQ all the time. It has become an inseparable part of our Business.

WorkDrive is very Responsive and Reliable Best solution for File storage with the team. I can Give access to a folder to my colleague and can revoke when done. Very easy.

Mobile apps are Also Nice and Handy.

The way ZOHO keeps everything Tidy and Clean by offering different options for different problems is the most I like about ZOHO CRM

Cons

Very big System a lots of functions which remains untapped and I think it will be for some time now. beginners have to learn some behaviors to work with it. The learning curve a bit Steep.

In short I don't have anything that I dislike about ZOHO, but it took some time to get here.

Alternatives Considered

Dropbox Business, OneDrive and Google Workspace

Reasons for Choosing Zoho CRM

Google is Good but very Expensive. Zoho is on the other hand a bit low on the price side. Initially that was the primary reason to switch.

Switched From

Google Drive

Reasons for Switching to Zoho CRM

It was a little less costly and was promising a lot of features. Other Options that we tried was not promising much. Another very important thing is that they gave us 2 months free, the paid version for free. For the whole team with the Email support. I mean we had our [email protected] for free. In the while We tested the platform as much we could and liked it, purchased it. Happy that we did.

Pros

Zoho CRM offers a feature-rich platform to engage with your customers. You can manage contacts, send mass emails, notifications, manage inventory, implement an AI assistant, and even give your customers a mobile app to stay synced.

Cons

The software can not be self-hosted on your private server.

Alternatives Considered

Odoo and NetSuite

Reasons for Choosing Zoho CRM

Zoho CRM provided smooth data migration and a rich set of features.

Switched From

Odoo

Reasons for Switching to Zoho CRM

Zoho CRM is easy to get started and integrate with existing business processes. Also, they offer a free plan and paid plans starting from just $14 per month.

Pros

I love the ease of access with managing and accessing important data for both vendors and clients alike. You have the ability of sending email campaigns directly from the applications and links it to the independent account. You can add authorized contacts under ever parent account and customize as needed.

Cons

The time it some times takes for a support ticket to be addressed. Apart from that I have literally had no issues with the product.

Pros

The customer service is the best I have ever experience, they are friendly, very knowledgeable and super fast

Cons

Do not have a con they literally surpass my expectations every day .

Pros

- 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

Cons

- 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.

Alternatives Considered

ConnectWise PSA

Reasons for Switching to Zoho CRM

The cost for 5 or less technicians in a team was free so we opted for this over paid options. Has most of the features a help desk could need that was both a Cloud Hosted SaaS product.

Pros

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.

Cons

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.

Alternatives Considered

HubSpot CRM

Reasons for Switching to Zoho CRM

For its features and the cost/value advantage over other tools.

Pros

- 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

Cons

- 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

Alternatives Considered

Insightly and Nutshell

Reasons for Choosing Zoho CRM

I wanted to integrate with live chat. Also, Pipedrive does not separate leads from contacts and I needed to be able to do that.

Switched From

Pipedrive

Reasons for Switching to Zoho CRM

The price point and flexibility of the software.

Pros

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

Cons

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.. :/

Pros

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.

Cons

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.

Alternatives Considered

HubSpot CRM

Reasons for Choosing Zoho CRM

Zoho has more sales-oriented features, like Activities and tasks, plus it let you create custom modules, which we wanted to use for tracking certain info throughout our sales process.

Switched From

ActiveCampaign

Reasons for Switching to Zoho CRM

The price was more reasonable for the features we needed.

Pros

The price is great. The customer service has always been helpful. It is easy to use.

Cons

I stopped using Zoho for a while and started using a competitor that has some newer features. I am back to Zoho because they now have those features and all the things that the competition didnt

Alternatives Considered

Salesforce Sales Cloud and Zendesk Sell

Reasons for Choosing Zoho CRM

Zoho has better email and phone tracking abilities

Switched From

Zendesk Sell

Reasons for Switching to Zoho CRM

Price and familiarity

Pros

It is very easy to add fields/change fields and customize as you wish. For the most part, it is very intuitive and user friendly.
Integrates with many different programs.
We had a Zoho expert set up our account and do training with us and that was worth the time and money.

Cons

Features can be limited on lower priced tiers.
It can be difficult to find solutions to common problems.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Zoho CRM

We were looking for a cloud based CRM that had more functionality.

Switched From

Act!

Reasons for Switching to Zoho CRM

Cost and value.

Pros

Easy, everything is everywhere, easy to access even from the cell phone, it is incredible that all the information is online. It helped me a lot not to depend on sitting in the office to work.

Cons

It can be adapted for all companies, however for Latin America and certain information such as the NIT field that is not found but solve it by generating an alphanumeric field

Alternatives Considered

Dynamics 365

Reasons for Choosing Zoho CRM

We needed a cloud solution, in order to have access to information outside the office.

Switched From

Dynamics 365

Reasons for Switching to Zoho CRM

The price.

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

I love how intuitively and easy to navigate Zoho CRM is. Even team members who aren’t tech-savvy can pick it up quickly."

Cons

Customization Options: "The ability to customize everything from dashboards to workflows has been a game-changer for our business."

Pros

I like the way the UI is designed, the way it is curated to address scenarios where the user is a non coder, has no or basic coding ability. I like the GUI based workflow management and its ticketing system

Cons

The costing is slightly high, implementing it requires skilled professionals and some training. The forms can be more expressive and features can be improved

Pros

I think the most useful features in Zoho is the availability to start with a FREE account, and you'll have all the time to test everything in the first 30 days, and then you can keep using your account with limitations, but for a start up is a great choise because is the only CRM service that I know that offers five (5) FREE email accounts with your custom domain and you can manage up to 5000 Contacts, and I think that's good enough for a starting period.

They have one of the best supports in my opinion, with personalized attention on every case and they will help you even if you don't know anything about what a CRM is you can start with their help.

In other hands, you can integrate your Zoho with Zapier which is a great tool for automating workflows and that will make a great impact in your Lead Generation.

Cons

I didn't see any Cons on Zoho CRM so far, at least for me but if I need to point one is that you can't handle Workflow Automation for testing in an initial phase with the free account when your free trial expired, but I think this won't make any signicant impact on most of the users.

Alternatives Considered

CRM Analytics and HubSpot CRM

Reasons for Switching to Zoho CRM

Because the lowest price per features, and in addition we can have up to 5 email accounts in the free edition, so you can start without any worry in a scalable way

Pros

It's tempting to say that the best part of this software is that it's free for many users needs. They're not immediately trying to cripple the small, new business start up with expensive fees just so they can keep track of their first 50 customers and clients. Zoho allows users to grow with it. Amazingly, they've kept it free for most of it's best functionalities for many years now. Unbelievable.

Cons

Zoho could add a few extra customizable attributes to a lead. Say you wanted to know if a lead was "Cold", "Warm", or "Hot", there's no attribute in there to search for users with this. The only way to do it is to type something like that in the notes and that will reveal all those leads. Problem is that when you use notes only, you start to become confined by only 1 searchable attribute such as 'cold' or 'hot' as opposed to if you had attributes, you could search using multiple attributes to create a great filter to find leads that are all of the attributes you want (ie ,"cold", "Income >$100k" and "Located in Florida").

Pros

It was easy to buy and I have to add a few more characters to have the review accepted but that's just how little good there is about this product.

Cons

We used CRM, Inventory, Invoicing, and Accounting. The products were poorly integrated - it made you wonder if the people writing the code for each of them actually worked for the same company.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Zoho CRM

We needed an ERP system utilizing a WAN.

Switched From

QuickBooks Enterprise

Reasons for Switching to Zoho CRM

Unfortunately, we had to make a decision based on costs.

Pros

The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows.

Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues.

Cons

the packages are not that flexible, more especially for. us small compannies

Alternatives Considered

EngageBay CRM

Switched From

QuickBooks Enterprise

Reasons for Switching to Zoho CRM

As a satisfied Zoho CRM user, I can confidently say that the platform has exceeded my expectations. Its intuitive interface makes it incredibly easy to navigate, even for those new to CRM systems. The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues. Overall, Zoho CRM has streamlined our operations, enhanced our sales tracking, and improved our customer relationships. It offers great value for its price, and I highly recommend it to any business looking to optimize their CRM processes.

Pros

I was looking for an alternative to TeamViewer. I don't need remote access to a client's computer very often so I don't want to spend a fortune for the service. Zoho had a reasonable fee for remote access and it was easy to set up and use on both sides.

Recently I've needed to help non technical people install and use Zoom on devices (phones, tablets, and computers) I found I can log in anywhere! I love that.

Cons

It can be slow. Most of the time it isn't an issue. If I am logged into another computer trying to work on their QuickBooks file it can test my patience... lag time and trying to read what's on the screen of the other computer.

Alternatives Considered

GoTo Meeting

Reasons for Choosing Zoho CRM

Cost was the main factor

Switched From

TeamViewer Remote

Reasons for Switching to Zoho CRM

Mostly ease of use.