Zoho CRM Reviews & Product Details

Probably, one of the most robust tools in today's era, with almost every functionality that an organization looks forward to.

There was, but it has been rectified, too, in terms of the UI improvement.

As I briefed earlier, I have used one of the phenomenal platforms so far. It has leveraged the standard and created a benchmark for any new CRM tool entering the market. I look forward to utilizing the tool with more and more enhanced versions.

Lo que más me gusta de trabajar con ZOHO ONE es su capacidad para simplificar y centralizar todas las operaciones empresariales en una sola plataforma. Esto significa que no es necesario lidiar con múltiples sistemas o aplicaciones independientes, lo cual ahorra tiempo y esfuerzo. Además, ZOHO ONE ofrece una integración perfecta entre todas sus aplicaciones, lo que facilita la colaboración y comunicación fluida entre los equipos. La simplicidad y la coherencia son aspectos que realmente puedo valorar de ZOHO ONE.

Para algunas empresas que ya utilizan sistemas o herramientas especificas que están muy integradas en su flujo de trabajo, es posible que encuentren ciertas limitaciones o falta de integración completa con ZOHO ONE. Aunque ZOHO ONE ofrece una amplia gama de integraciones y API´s, algunas empresas pueden necesitar ajustar un poco sus procesos existentes o realizar adaptaciones para lograr una integración perfecta con ZOHO ONE. Creo que es de suma importancia evaluar cuidadosamente las necesidades especificas de tu negocio y considerar si ZOHO ONE se ajusta adecuadamente a tus requisitos y objetivos empresariales antes de tomar una decisión

Me ayudó a la fragmentación de datos y falta de integración al proporcionar una plataforma centralizada y completa, tambien, en la ineficiencia en la colaboración y comunicación interna. Me dio las herramientas para mejorar la falta de visiibilidad y control de las operaciones comerciales. Y lo mejor es que me ayudó en gestionar la complejidad de mantener clientes y ventas en un mismo lugar.

Zoho One ürünler topluluğunun ihtiyacı fazlaca karşılaması. Gerekli olan bütün toolların bir araya toplanmış olması ve bu sayede ürünleri birlikte kullanmak için harika bir fırsat.

Bazı alanlar için sınırların olması ve bu sınırların genişletilmesi konusunda çok çaba sarfetmemiz gerekiyor. Bazı konularda daha esnek daha rahat olmalı diye düşünüyorum.

Müşteri adayları ve fırsatlarını yönetmem konusunda bana çok yardımcı oluyor. Müşterilerin fırsat yönetimlerinin her aşamasında bütün verileri zoho da çok kolay ve ayrıntılı yönetebiliyorum.

Client Script and Standalone Functions..

Subforms incorporate with client script not working properly

incrideble

You have instant access to your contacts, leads, notes, and deals using the Zoho CRM mobile app. Additionally, it makes it simple to call prospects and customers straight from the app on your phone. For iOS and Android, the mobile app is accessible.

The number of users and other features that are available to low-tier Zoho CRM users are restricted. For instance, the free plan limits permits a maximum of three users, and AI features are only offered on the more expensive plans. Additionally, on cheaper plans, you might not locate the apps you're looking for.

Similar to creating macros, which are collections of tasks you may trigger to complete all at once, Zoho CRM enables high-tier plans. As a result, you may create a macro for lead nurturing that includes tasks for calling the lead, setting a task for follow-up, and sending a series of emails.

I like how easy it is to learn and teach to use. It is an elegant, simple CRM with a fast interface. It has everything you need from the moment you sign up. Integrating other applications and having an extensive file of our clients is effortless.

In some steps, when carrying out integrations, I had particular problems with the information, and some duplication of contacts, perhaps due to ignorance. Eventually, it was possible to debug and correct this minor inconvenience.

A complete follow-up of all the activities we can carry out with our clients. Generate quotes and invoices. Be clear about the stages in which the work proposals are. Campaign tracking

The interface and Features are easy to use.

Somehow slow in some parts when dialing.

Client records and data management.

Creating Leads in just few seconds and easily changing the stages in the CRM. The best part is to transfer the leads to the team and getting the report directly from the CRM.

Nothing as such. But sometime zoho crm is not getting updated unless and until you don't Refresh it. It is happening of some website traffic or sometimes due to network issue.

Creating prospects leads not required to hunt alot and spend time on this. Team needs to only focus on the closure instead of hunting leads. Yes, our business performance increased very well.

Zoho CRM is an excellent tool for managing customer relationships. The ability to customize fields and workflows to fit your specific needs is a huge advantage, and the automation features save a lot of time and effort. The sales forecasting and reporting features are top-notch, allowing you to track your progress and identify areas for improvement. Overall, Zoho CRM is a great investment for any business looking to streamline their customer management processes.

Zoho CRM can be overwhelming for new users. The user interface is not very intuitive, and it takes some time to understand how to navigate and use all of the features. Additionally, the reporting functionality could be improved, as it is not as robust as some of its competitors. Finally, customer support can be slow to respond at times, which can be frustrating when you need assistance with a problem.

Zoho CRM solves the problem of efficiently managing customer relationships and benefits users by streamlining their customer management processes. However, some areas for improvement have been identified, such as the need for a more user-friendly interface and better customer support.

What I like the best is that you can integrate and create different modules and sections to better manage the follow-up of your deals, leads, and contacts.

In the beginning, it can be a little difficult, but when you start using it daily you understand how to use it quickly.

Not sure what problems they're working on right now.

Zoho is a full-fledged system for managing the sales pipeline, contact details and last conversation and meeting with the customer.

From Zoho, email goes in a box format, which I believe doesn't look good. It should go appropriately in an email format.

Zoho One helps me to keep my contacts mapped to the accounts and it also helps me to remind the last conversation I had with the client.

It´s easy to use, it´s simple, you can learn how to use it quickly

It does not integrate with outlook email or other important tools

Project management and Sales CRM

Zoho helps to track the activities and sales funnel of my team and it also gives to keep the better track of the activities on everyone's account.

Zoho reports are difficult to create and sometimes, notifications of calls doesn't pop up on phone.

Being the manager Zoho One helps me to create the track of the sales funnel of my team and I can easily tag someone to take follow up on Zoho.

Zoho helps me to keep a track of my activities and meetings which in a way keeps me updated with my accounts. Mentioning the notes in accounts is very easy.

The least I like about Zoho is seeing the activities such as schedules or missed calls on desktop as it is a difficult task.

Zoho helps me to keep a track of my sales funnel and upcoming sales events. Also it reminds me of calls and meetings.

ease of use . Easy integration with all applications . And constantly updating itself are my favorite features.

It's a bit sad that it has api limit ,workflow limit and various limits.

I can easily follow my customer candidates, contacts and contacts, sales opportunities and offers.

The best part of Zoho CRM is that you can create reports and dashboards per your requirement. Also, you can track every individual data, create invoices, inventory management, procurement management and many more thing.

Everything is so good, as per my thinking.

Zoho solves the problem of every individual salesperson, manager and also management to maintain the records. Each individual's main problem is to manage the Leads, Deals and accounts, so Zoho helps them to do the same.

It is very well structured; I only need to add customized fields to the standard layouts to solve most of the sales team's requirements. And it's effortless for the users to understand the sales process.

Dashboards for sales teams with over 25 users are not so powerful.

Lead visibility to avoid overlap activities for sales staff. A simplified follow-up to sales process milestones. Online reporting to monitor executive's performance.

User gets complete control over the crm in terms of looks, module level fields, extensions

Support articles. I wanted to create a custom action in my extension but couldn't much help realted to it in the support arcticles

It helps me to engage with my customers very easliy

The Best Part of Zoho CRM is to manage the data either from Lead, deal and for manager point of view they always track the record of their team members.

All the things is good in Zoho CRM tool.

The problem of manager is to manage the team and their task. So Zoho helps manager to help the manager to manage the team to track the team member records either in activity, calling, email its just simple generate through reports and dashboard.

The best thing in Zoho CRM is to manage Leads, Deal, Accounts and to track the records.

As per my thinking, All the thing is good in Zoho CRM

The main problem of every sales person is to manage the records either in lead format or in account format. Zoho CRM helps sales person to manage all the records.