Recenzje produktu: Zoho CRM

Zoho CRM

Zalety:

Great Product Zoho CRM. Highly recommended for newly setup business.Budget friendly.

Wady:

Data sync from multiple sources makes processes slow.

Robust CRM, Great Value

Komentarze: Overall good experience. But do suggest the offer higher limits for customization and options such as Zoho Campaigns etc.

Zalety:

Easy to use every day, and options are simple to manage.

Wady:

Customizations can be tricky, and it does have certain limits that you will need to increase, but Zoho support is great to work with.

Rozważane rozwiązania alternatywne: Zero i Quickbooks Online

Powody wybrania produktu: Zoho CRM: Wanted to have a single CRM for contact management, invoicing, tracking etc.

Przejście z: FreshBooks

Powody przejścia na produkt: Zoho CRM: Ease of use, flexibility, and pricing.

Zoho CRM is a professional, full scale business solution for online professionals!

Komentarze: Working in the Zoho environment was easy. Everything has a nice consistent feel and good layout. I could imagine this being a good choice if you want to switch to an all-in-one business solution.

Zalety:

The option to switch to a full-fledged online business software suite is a great plus. If you are on the lookout for more software in the feature that integrates well with Zoho, you can find all that in their complete suite.

Wady:

Some features, like filtering and layout adjustments, are only available in the paid version. Not a huge dealbreaker, but something to consider.

Zoho CRM is very good, but it's not brilliant.

Komentarze: It's very good at delivering against the key tasks of CRM, but it's not amazing. Also, it's a lot more expensive than it used to be (approx 100% more expensive now, than when I first started using it).

Zalety:

It's relatively cheap (approx $40 per user). It does everything I need from CRM (Contact Management / Sales Pipeline Management / Sales Order Management / Invoicing) relatively well.

Wady:

The interface always has been (and seems like it will always be) a bit clunky. I've also always hated that those arriving at the early stage of the sales process (Leads) cannot automatically be moved to 'Contacts' / 'Prospects'. I find this infuriating.

Rozważane rozwiązania alternatywne: Dynamics 365 i HubSpot CRM

Powody wybrania produktu: Zoho CRM: Zoho CRM better at the tasks i required. Easier to learn on the job. Zoho is quite simple to use, especially when compared to Microsoft Dynamics.

Przejście z: Dynamics 365

Powody przejścia na produkt: Zoho CRM: Zoho much simpler than Dynamics to learn and use. Zoho much cheaper than Hubspot, which have an amazing knack of 'not having the tools you need (within the current package you pay for!).'

An inexpensive yet powerful, feature-packed CRM

Komentarze: Zoho CRM is made it so much easier to capture leads, and manage them properly in one space, leading to sales more often. I have no need to get another mail client or funnel, or spend time trying to add all leads from different platforms into one use boards and spreadsheets.I am very impressed with Zoho CRM and what it can do.

Zalety:

Zoho CRM is very easy to use, and also easy to customize to your liking. Features I like the most are the 1. lead/contact dashboard showing all activity for each contact and where they are in the sales pipeline. 2. Integration with Zoho mail and social media for immediate posting and communication, one-click calls and meeting schedules in the dashboard, 3. segmentation according to follow-up actions or campaigns and reporting.Integration with the rest of the Zoho Suite makes it so easy to use and set up everything with no third party software needed.

Wady:

Zoho CRM is integrated with the rest of the Zoho Suite, which might add to your monthly subscription bill depending on what you are looking for. However, you can get an all-inclusive rate as well.Even though it is straight forward, there is a learning curve as with most software, but the tutorials really help a lot in this regard.

Zoho CRM - An inexpensive yet effective CRM for your Business

Zalety:

1. Ease of Use2. Effective Lead Management3. Helps track leads and potentials and helps in growing the business4. Contact Management5. Easy third-party integration

Wady:

There is hardly anything which I don't like about Zoho CRM.

Rozważane rozwiązania alternatywne: Salesforce Sales Cloud

Powody przejścia na produkt: Zoho CRM: We found Zoho CRM to be as good as any of the good commercial CRM software, but very pocket friendly. Also local support of Zoho CRM was another key reason to choose Zoho CRM.

Good one for starters

Komentarze: In general, a good piece of software with the bundle around it, but a bit outdated (UI/UX) for me. I am happy to pay a bit more for nicer products like Pipedrive or Hubspot

Zalety:

In general, the ZOHO suite has an amazing library of features and products to help you run the business. In my case it was great at the very beginning and used it when the company was small. I simply don't like the non-modern UI/UX - somehow is not so easy to understand/use? I have a feeling that usability was the main thing why we left it. I know some companies using the ZOHO product on the enterprise level, because it's highly costumisation possibilities and really good pricing. For PROs: Pricing, features, great bundle of products around the CRM to run a business, highly custom

Wady:

Usability (UI/UX) - could be more modern in compare to competitors - a bit outdated. Not easy to use or customise for the first time - need some time to understand it.

Rozważane rozwiązania alternatywne: Pipedrive i Salesforce Sales Cloud

Powody przejścia na produkt: Zoho CRM: Cheaper

Easy Management of Accounts

Zalety:

I am Very Working in the Accountancy Firm and We Provide the management of Accounts service To Our Clients Zoho CRM made it very easy for us to maintain all the users/clients under the one Click

Wady:

The only thing iN Zoho its Due date of Subscription date if You are busy due to some things and failed to renew the Subscription the software stop working

Rozważane rozwiązania alternatywne: Sage 50cloud Accounting

All in one CRM solution tool

Zalety:

I have more than 118+ clients. Managing their records, licences, invoices,, credits, emails marketing, campaign and also Sprint tool that help you launch the tool like kanban. This is the most inexpensive CRM tool for sure

Wady:

So, when you need some customisation with the features, you get limited options unless you hire a Zoho developer and get it customise for your need. The customer support won't do that for you.

Best CRM product for mid size organizations

Komentarze: Excellent product and must say very user friendly and best for the Organization who deals with lot of Customer information in and out

Zalety:

Easy to use, Deployment is easy, Integration can be done with in house apps, Dashboard is good, different roles available, we use for CRM, lead management and customer support. We are using since more than 5 years now as Zoho Enterprise license. Zoho wrapper api functionality is good. Solution uptime is good. Licensing policy is also good. Data center is also now in India

Wady:

Technical support need to be improved. New Product features need to be rollout quickly based on customer feedback . Security features need enhancement.

A functional CRM that does the basics and more, well. Fits a business of any size.

Komentarze: I think there are some very good functions and features in Zoho CRM. It is easy easy to use and also has a raft of potential add-ons in the Zoho Suite that can be used at a small cost such as Zoho Sign which is so simple to use along with Zoho Survey. It can be White Labelled which I like.

Zalety:

It ticks our list as a Cloud-based solution after moving from a system on a shared network drive operation. You receive quite a lot for the price. It is built around the sales funnel/channel and does this well. It gives you all the functionality within the leads or accounts fields to record meetings, interactions, emails, phone calls, emailing directly from Zoho and calling from Soho if using a VOIP system. It's actually got good 3rd party cross-functionality with 365 or G-Suite, I use the former with excellent Outlook usage.. Chat functions or messages are easy and can be linked to a client or user and sometimes are a better way to record the customer record that on ordinary business email. I have only needed to contact the support team a few times but each time has been very quick and a swift resolution. I have used some of the automated marketing features and it is definitely something that I will utilise more with any web info request funnelled to Zoho.

Wady:

The UI can look a bit plain for some if you do not know how to customise. Downloading or collating data is not always straight forward. This is also to be said about uploading leads. It is not always clear which part of an upload has failed. However, when the upload does work it is a great time saver. The search function is not that intuitive; I found sometimes unless you type in an exact match it does not return anything.

A smart tool to mange your CRM data

Komentarze: Its a great tool, initially we are much favor of using this platform, but over a period of time, we are not able to work with out Zoho tool. We were dependent on multiple tools to manage our data and the Zoho platform has come as a great support.

Zalety:

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.

Wady:

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.

Rozważane rozwiązania alternatywne: Bitrix24

Powody wybrania produktu: Zoho CRM: When we were using sugar CEM we don't have much features which we get from Zoho.

Przejście z: SugarCRM

Powody przejścia na produkt: Zoho CRM: Initially it was free to use, so we chose to go with Zoho CRM

A good Product Where Everything is Limited for You to Upgrade

Komentarze: It was a very neutral experience. Be sure to have big bucks to spend when migrating to this software because everything they own are bespoke; you want something you have to buy it. And its neverending for them to keep pushing you to the highest plan.

Zalety:

It is similar to SalesForce. Easier to use when you can just plug and play certain things and features. Their customer service is good though. Helped me a lot when i go through certain blocks of work that needs to be done.

Wady:

You got to keep spending a lot of money for every features that you wanted to customize. The sales will keep ask you to buy the higher package for you to fulfill basic requirements.

Rozważane rozwiązania alternatywne: HubSpot CRM

Powody wybrania produktu: Zoho CRM: To explore a product that has similar features and functions like Salesforce and cost effective. Plus we were looking for all in one package for Marketing and Sales including Customer Service.

Przejście z: LeadSquared

Powody przejścia na produkt: Zoho CRM: We were promised that Zoho CRM can do the stuffs that lacks in our previous product used (Leadsquared). Apparently for us to use the said features we never knew that we had to subscribe for a higher subscription to get what we really wanted. Its too late as we have migrated to Zoho CRM

Zoho CRM Review

Komentarze: Business problems which we are solving using Zoho CRM are as such:- 1) Having better understanding of data from marketing and sales team. 2) Not every team needs access to CRM which is very good for securing our data and privacy is maintained at high level. 3) Connected different tools such as - Zoho Campaigns ( For email marketing), Zoho Bookings ( for book keeping), Zoho Inventory ( for inventory management), Zoho Bookings ( for booking management) etc. and all the data can be seen inside Zoho CRM, which helps us alot and we dont need to switch to differnet applications

Zalety:

Most impactful featres of Zoho CRM :- 1) Sales & Marketing teams can use it together to capture leads, convert them to a successful customer. 2) Marketing tools, Sales tools and post sales tools can all be integrated with Zoho CRM, which helps in maintaing data for each customer accurately. 3) We can intgerate Zoho CRM with third party API's or tools by directly writing the code inside the Zoho CRM. We can also connect Zoho CRM with other tools using zapier, integromat aka make, integrately, pabble connect etc Not all product is easy to use but with little effort I have figured out becausue they have Zoho Academy and the community for each application of zoho is good. Integration with the existing business was quite challenging but being a part of the good team makes it easy for us implement it. One more recommendation, if Zoho can bring case studies of how different industries are making better use of Zoho, then it will help us understand and expand our business.

Wady:

One thing which I would like to get improved in Zoho CRM, is the overall speed at which it refreshes. If this can be improved it will save alot of time and make us more money. Getting custom coding and Blueprint is a little difficult but everything else is all good. Overall the integration was not tough for us with Zoho CRM.

Rozważane rozwiązania alternatywne: HubSpot CRM

Powody przejścia na produkt: Zoho CRM: We were looking for a complete business operating system and Hubspot was not the write tool for us, because we have to purchase multiple tools and connect it with Hubspot and that will add exxtra cost. So, we have figured out Zoho One as one of the tools which will fulfill our thirst.

Great product for small business scaling up

Komentarze: My overall experience was very good. I was the head of sales who was implementing proper business practices (like conversation tracking) in the company. Zoho CRM was a great choice.

Zalety:

I loved the numeber of features I got for the money. At the same time, my biggest concern was integration with third party mailing service. Zoho handled it perfectly.

Wady:

It was a bit pricy for a small business in Mid-Europe. Especially that we were just starting off, and did not need all the functions that came with the package we had to acquire to get the ones we needed.

Rozważane rozwiązania alternatywne: Dynamics 365

Powody wybrania produktu: Zoho CRM: The free, open-source CRM was clunky, lacked required features (which were hidden in the payed version) and for the money we would pay for Bitrix, we could get a better product: Zoho CRM

Przejście z: Dynamics 365

Powody przejścia na produkt: Zoho CRM: It did not have smooth integration with cloud service we used and we did not want to swich all of our infrastructure to MS.

Much more than a sales app

Komentarze: Zoho CRM has prooved to be one of the most fascinating tools I've ever used and implemented, it's a very user friendly, highly efficient and incredibly easy to integrate tool. 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.

Zalety:

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.

Wady:

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.

Rozważane rozwiązania alternatywne: Advanz 101 Sales Force Automation i HubSpot CRM

Powody przejścia na produkt: Zoho CRM: For its features and the cost/value advantage over other tools.

Great for small businesses

Komentarze: We moved to Zoho CRM in 2014 when we were looking for a cloud based CRM. We have used it in a few different business and it is easy to use and teach to others.

Zalety:

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.

Wady:

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

Rozważane rozwiązania alternatywne: Salesforce Sales Cloud

Powody wybrania produktu: Zoho CRM: We were looking for a cloud based CRM that had more functionality.

Przejście z: Act!

Powody przejścia na produkt: Zoho CRM: Cost and value.

Zoho One User

Komentarze: As time progressed my vision has clarified on what I’d like Zoho to do for me. Click a button, send a quote, and simultaneously send me an email for parts and products to send to my distribution vendors for shipping. I can have that all tied into Zoho Books if I want, but we have not looked at Books as of yet. We're going to be utilizing the marketing campaign in the near future. Currently we're utilizing Zoho Sign (DocuSign) for contracts and we're utilizing Workspace (Share Point) where we have a collaborative repository for training materials spreadsheets for our projects that we want to keep track of anything we want to share amongst ourselves that's what we use.

Zalety:

As advertised, you can run your entire organization from this enterprise platform that being Zoho One. We heavily use the CRM for generating quotes emailing templates email and quotes and proposals and contact management.

Wady:

Each module can speak to another but on a very limited basis directly out of the box. You'll need to customize each modules ability to speak to each other in the manner you want. This will take some time for you to discover.. be patient, the product is not a "Magic Genie" but could be when you program it to be. You'll discover what you need and want as your use and familiarity increase. I recommend paying for the support from Zoho, it's not expensive if you don't have a lot of people, it's a percentage of your overall licensing fee. You can use the Zoho one support crew to give you any assistance that you need. There are two levels of support you can choose a Zoho partner who has business sense and understands how you're going to use your Zoho product. These Partners are sharp, intelligent groups and know what their doing. Consequently your pricing matches their experience. the Zoho support group has no business sense they're not intuitive they will fix whatever problem you have they will answer your questions, but they do not have business insight

Rozważane rozwiązania alternatywne: Dynamics 365 i Salesforce Sales Cloud

Powody wybrania produktu: Zoho CRM: We needed something more encompassing and flexible. ACT's firs failure was not being able to integrate with Ring Central. Zoho allows for a click to call and bingo, your on the phone with whomever you're calling.

Przejście z: Act!

Powody przejścia na produkt: Zoho CRM: 1. Chose Zoho One for pricing 2. flexibility 3. expandability 4. capability 5. functionality You can program this entire platform work together as one cohesive mechanism. It's truly an amazing platform once you get your head wrapped around the entire concept and you give yourself some time to work with it, I really think you will find it a very solid product. The downfall is it's all cloud based, it's not on premise. sometimes the website is a bit sluggish. Zoho on occasion takes a few moments to update. Salesforce priced themselves out of the market and I would have to hire a developer just to use the product. That's an immediate no go right out of the gate. Microsoft Dynamics I could manage on my own, however I still would be required to engage a partner and their minimum investment starts at $5000 another no go.

Flexible CRM

Komentarze: Overall, I enjoy using Zoho CRM. It does everything I need it to do. I still rely on other tools to schedule emails and take meeting notes, but I still track everything back to the trusty CRM. Also, their support is very sincere and helpful. They go above and beyond to ensure a problem gets fixed in a timely manner.

Zalety:

- 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

Wady:

- 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

Rozważane rozwiązania alternatywne: Insightly i Nutshell

Powody wybrania produktu: 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.

Przejście z: Pipedrive

Powody przejścia na produkt: Zoho CRM: The price point and flexibility of the software.

ZOHO CRM The right fit for a medium company.

Komentarze: I am a sales consultant and was asked to recommend the best CRM for a group of 3 companies, with around 50 persons each. After an evaluation of 15 initial products, Zoho CRM resulted the most adequate for this companies. The product itself is very easy to use, friendly user and extremely easy to adapt. In terms of price/performance, in my opinion is one of the best against other brands when you have a limited budget.
It is basically design for pipeline management, activities tracking as well as customer´s, also, it has a great mobile client, that said by one of my customers employee, it is even easier to use it than work on the PC.
I have been able to use other CRM´s like Sales Force, SAP, Siebel as a user in big corporations, and those are great products, but I think that for small and medium size companies, this product is simpler, less expensive and easy to use.

Zalety:

- Easy to customize: The product is extremely easy to customize, at the point that unless you are going to do something very specialized, you might need external support, otherwise, the ramp up curve is easy and fast. There are different versions to subscribe, the higher the version, the more you can customize. They also let you try the product for a 30 day period and you are able to switch between different versions to compare them. The bottom line is that you will not need to spend extra money. - Language: My customers needed the product in spanish, Zoho allows you to switch between one language and another seamlessly. - Price: There are different versions, that are very affordable, one of the difference against the leaders is that the price up to 5 users might be the reasonable, but above 5 the prices goes really high. In the case of Zoho below 5 is free with its limitations, and then you have a reasonable step up depending on the versions. - Mobile Client: Simply amazing, once you have the product running, literally, every task or query you can do in your desk, you can also do it in your smartphone. The interface is clean, nice, intuitive and easy to use. - Tracking and follow up: One the strongest features I found is the tools to remind you of the follow up of tasks, meeting, calls, etc. You can get advise by email, phone, etc. - Sales methodology and Pipeline review: If your company has a black & white sales methodology, it is very easy to set it up in the CRM, also the way to view the pipeline is very intuitive and visual. It makes very easy to do pipe review and lets you drill into any module with just a click. - Views: You can have the report & the view you need, the product comes with a lost of sample reports but also lets you do your own (The higher the version, the more you can customize) - Workflow for triggering events: This is a great feature where you visually can determine which tasks are needed to execute after one event happens. Amazing feature.

Wady:

There are many "add ons" that can be very useful once you have your CRM, by example ZOHO Projects, . My only advise is that from the beginning you have a clear understanding of what your company will be needing as this modules are priced separate from the monthly fee. Depending on the modules, you might end spending more dollars per user on them than on the crm fee.

Zoho review

Zalety:

The best CRM for customization. Incorporate every one of the components of client/prospect association. Work process Tools that location: advertising, projects, social, client care, messaging showcasing, stock, HR the board, and so on Track connection from online courses. Different modules to address organization needs. Past the fundamentals of contact the board, work processes and custom fields. Particularly simple to track down correspondences. Know where you stand with leads, arrangements and clients. Matches up with other Zoho items, as well as numerous outer frameworks, for an associated work process. Accessible API for making custom application combinations. A clear method for making custom work processes and endorsements with Blueprint Strong interaction the executives and mechanization. Self-administration entries add to the force of the CRM. Various Zoho valuing plans/levels let you scale to your requirements. Zoho One is a straightforward and reasonable across-the-board arrangement. Zoho is reliably working on their items. Phenomenal obligation to item plan and usefulness. Zoho reacts to input. Sound suggestions advance into Zoho items. Exceptionally instinctive and simple to utilize. The best CRM for the cash. The best CRM I've at any point seen and I've attempted them all. Valued far beneath the opposition. Incredibly easy to add and design outsider incorporations Zoho will indulge you. Maybe great client service. New elements and updates constantly. No restrictio

Wady:

Instructional exercises need improvement. Questions are emerging during the execution that you should involve a Zoho guide for. Coordinating can be confounded, and not predictable. A portion of the items is not at a similar degree of cleanliness as Zoho CRM. The AI collaborator doesn't appear to add a great deal of significant worth. Need to have an Internet association. Membership evaluation is per client versus gatherings of 5 - 10 clients. There are highlights you'll need in Zoho One. Support has immensely improved, however it relies upon who you get on the web. Observe documentation and help recordings confounding and excessively specialized now and again. You want a reasonable comprehension of your requirements to distinguish which Zoho modules will meet them. Occasions (arrangements) are consequently set apart as shut when the date shows up. Need to see what my colleagues see on other clients' schedules. Booking a call is lumbering Updates need more choices like a multi-week, fourteen days, and so forth The Fonts are too large and need to see more on a page. Need a superior method for getting support quicker. Expecting bookkeeping elements and schedule sees Anticipating a visit bot Structures are not greeting pages Searching for unknown prospecting without the need to begin a talk. Absence of record following for recommendations/introductions. Needs inside deals apparatuses for mechanization.

Zoho CRM, One of the Best for Small Businesses

Komentarze: I run a small business and I evaluated many, if not all of the CRM's available to small companies. By far, Zoho offered the greatest functionality, ease of customization and overall value in price. Zoho offers the ability to create mail merge templates - one of my criteria when choosing a CRM - few others if any offer this. Also, I love that I can see when a client or prospect has opened or read an email, right from the application. Reporting features are fantastic too! I was even able to add a Zoho code to my website so now all new leads come directly into Zoho and receive an email immediately from me. Overall, I can now contact my prospects faster and close sales faster. I can manage my clients better with great detail right on their records and my one team member and I can better communicate through the CRM and even assign each other tasks. Although I highly recommend it, I do wish Zoho had live Chat Help. Takes a bit to get a response when you need help. That said, overall, best CRM, best value for small businesses that want to see and understand where their business is related to sales, sales pipeline and customer management.

Zalety:

Functionality: Mail merges, email templates, customization, reporting

Wady:

White the new version has some great new features (seeing when a client opens an email), it is also harder to find the customization modules and I hate that Events I create automatically are marked as closed when the date arrives. Sometimes events do not actually occur, or I have to get to them the next day - I use events to do important tasks. I want to be able to mark it closed. I want to be able to mark any activity closed in a very fast, easy way... just a check, done. Also, wish the activities would show in the calendar, not just events. Wish I could see what my team member sees on her calendar, especially when we share an event. The creating a call function is too cumbersome and too many steps, you have to scroll down, etc. Make it faster, easier... takes too long. Wish there was a faster way to even log a quick call... reminders need to have more options like 1 week out or 2 weeks out, even 1 month out. Really do not like that I cannot see my screen (lists) of prospects or clients at a glance as it only shows a few at a time, you have to go to next page - font is too big, too. Dashboard is not very customizable and doesn't give me the ability to put in the reports I created and want to see... getting help is ridiculous. I have to "chat" - send a message basically, then I have to wait for a response. Need to be able to get answers and help faster.

Solid integration for our business needs

Komentarze: I like getting every one of my clients and openings here, I like the "openings" area where I can utilize the kanban view to have an incredible outline of every one of my chances and I can make from here all assignments that I need to follow up and in that manner, I can't miss any of them. I like additionally the report area so my group and I can see the business wins of the month and the figure for the next months to settle on a legitimate objective. Different parts exceptionally helpful is the likelihood to coordinate with Aircall (telephone framework) and Woocommerce to get synchronize all clients subtleties. I don't care for the statement work. similarly as with the expert arrangement I can't actually tweak my statements so I need to make without anyone else. I don't have some other protests as I'm very content with it.

Zalety:

Through Zoho CRM I am effectively overseeing asks and citations in light of the fact that through its information synchronization I stay to refresh about the main leads and about the main clients, accordingly I am better at taking care of the business pipeline. Presently I can all the more likely help my clients seven days every week and 24 hours per day through its considering administrations that additionally assists me with social affair their criticism, this information assists me with advancing acquire adjustments my items. With its shrewd calling administration, I can likewise have live talks with my clients. The fascinating thing is it's anything but an extraordinary method of overseeing various visits without a moment's delay and layout messages make more effectiveness.

Wady:

As far as task overseeing more alteration is require. The application doesn't zero in on the set of experiences, I have difficult issues about the following of the cycles and about the detailing of the past receipts. At times the product gets increasingly slow humming sound beginnings showing up on my work area.

Seriously, the best CRM software out there for the money when combined with all their products

Komentarze: Price, easy of use, endless expansion, integration capabilities with big name companies already built in... and mostly... Insight. I am by far one the most insightful IT companies around in my area because I use this software. It's probably what pushed us past the competition.

Zalety:

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

Wady:

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.. :/

Best-in-class for most users

Komentarze: I've used Zoho CRM on about 5 businesses over ~12 years and will continue in most cases because of the all-around power and tight integration with other Zoho products.

Zalety:

Zoho CRM can meet 90% of the needs for 90% of businesses. For most users, it's identical to Salesforce, except significantly less expensive. The UI has improved in the past few years so new users can be running within an hour for basic CRM tasks. Key point: Zoho CRM is very generous with the free-tier, giving about 90% of the key features for up to 3 users. That's really important for small businesses and startups, so they can deeply evaluate the benefit.

Wady:

At this level of software maturity, the main advantage Salesforce has is a large ecosystem of extensions. Zoho CRM also has third-party extensions, but far fewer. It largely makes up for that with tight integration to other Zoho products.

Rozważane rozwiązania alternatywne: Salesforce Sales Cloud

Powody wybrania produktu: Zoho CRM: Price and simplicity

Przejście z: Salesforce Sales Cloud

Powody przejścia na produkt: Zoho CRM: Price and simplicity.