TrustRadius Insights for Zoho CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Contact Organization: Many users have praised Zoho CRM for its effective organization of contact information, which allows for easy access and management. They appreciate how the platform keeps their contacts in order and simplifies interactions.
Customization Options: The customization feature in Zoho CRM is highly valued by users, enabling them to tailor the platform to suit their specific business needs. This flexibility in customization has garnered positive feedback from a significant number of reviewers.
Integration Capabilities: Users highlight the seamless integration capabilities of Zoho CRM with other Zoho products, enhancing workflow efficiency and data sharing. This feature has been commended by numerous users for its contribution to improved productivity and collaboration.
Using Zoho CRM for salary management , employee management, also for other human resource management things, can create custom objects and it is very user-friendly as it is having a very good GUI.
Pros
Salary management.
Team structure management.
Human resource management.
Leave management.
Cons
Cost.
Response time.
Likelihood to Recommend
Good for managing all organization-related stuff in one place, like salary, team, leaves, onboarding, team structures, etc. Can reduce the cost and can increase marketing for the better.
We use Zoho CRM in combination with the rest of the Zoho suite to meet our ERP and CRM needs. We use the books, inventory, projects, and CRM needs to interface between departments and with customers. We also use it for all of our accounting needs except payroll, and we use it to track and purchase inventory.
Pros
Easy Setup
Good single front-end integration. service, sales, and engineering all prefer to operate through CRM applications.
User friendly
Cons
Ability to link product prices to website.
Inventory management needs help. Can't allocate inventory until all of it is ready to ship. So if a part is on backorder in a composite item, you have to manually remember the remaining items that make up composite items are allocated.
A lot of the permissions are rolled together that shouldn't be (ex. viewing archived projects and deleting projects are one permission).
Syncing had issues and resulted in duplicate accounts that we will have to manually merge.
Likelihood to Recommend
Whether I recommend Zoho CRM greatly depends on the industry of the company. I would not recommend it for large-scale or custom manufacturing, but I would recommend it for a distributor, software company, or small-scale manufacturing company with simple products. As a large custom product manufacturer, we face a lot of issues due to the inventory and projects applications, but it is not cost-effective to outsource those to third-party platforms and then integrate with Zoho CRM. I believe that Zoho CRM on its own would also not be effective for us as one of the great benefits of a CRM is its cross-functionality. One of the main points about having a good experience with CRM is ensuring that it is set up properly and data is properly imported before you begin using it. Dumping your data in a system that is half set up will not yield good results.
We implemented Zoho CRM for a couple of our marketing and manufacturing clients, which use it across all departments. Zoho CRM implementation was straightforward and easy to adapt. The user interface was nice and neat, so our customers love using it and they can start using it from day one. More importantly it has great features like custom fields and modules so we can change or customize the CRM modules to meet business needs. And it has great API for every module to share data with other systems. Generating reports and analytics was made so easy with the user interface.
Pros
API integration
Custom modules
User interface and design
Reporting and analytics
Powerful email marketing tools
Cons
API limits for Zoho one customers
Zoho mail
Zoho cliq
Likelihood to Recommend
Having been a Zoho CRM customer from last four years, I strongly recommend using Zoho CRM for customers, especially for small to medium-sized clients who are looking for lead generation, email marketing, reporting, and analytics. Zoho CRM can easily integrated with other Zoho products like Zoho docs, cliq, mail, and many more. In my opinion, its not highly recommended when you're dealing with huge data--especially when you're importing from or migrating to another CRM/tool with huge data, Zoho CRM has limitations on how use API.
It is being used by the sales department as a data center contact tool with active and potential customers, and through it the analysts can interact with their database that is very complete intuitive to see the statistical reports about the customers they frequent and program better communication flows and convert those contacts into sales.
Pros
It has a very intuitive interface that is easy to use even if it is first wing.
It has great ability to work with social media integrate very well.
The modules or tools to send emails by email is great allows us to carry out successful campaigns.
It facilitates the workflow we manage to connect with customers and improve sales.
Cons
Some important options require many steps to find them.
Integration with gmail is not easy.
Likelihood to Recommend
It is ideal to maintain a flow of communication with customers and not improvise, allows us to always have an updated database with an excellent sales mapping.
Zoho CRM is used across our entire organization, with our sales department using the software most frequently. Zoho CRM acts a database for all of our leads, contacts, and clients. We use the software to ensure that our sales staff, engineers, and consultants all have visibility on where clients are in the sales process and the what the latest communication with current and prospective clients has been. We also use it to track our sales pipeline.
Pros
Zoho CRM has an incredible amount of features, from tagging contacts to social media integration (LinkedIn, Facebook, etc) and email capabilities.
Zoho CRM is very customizable. The entire look and feel of each page and account can be customized to fit your organization's needs.
Zoho CRM is just one of the products offered under Zoho's suite of software products. It easily integrates with other enterprise software like Zoho Project Management and Zoho email.
Cons
Zoho CRM customer service is responsive but when dealing with a specific issue, it can be time consuming and cumbersome to schedule a call to review the issue. Oftentimes while waiting, I spend a lot of time searching for answers on 'how to' videos and FAQs, but searching for answers this way can be frustrating.
While all of the functions and features are great, new users can find Zoho CRM a little overwhelming. It takes a while to fully grasp all of Zoho CRM's capabilities.
Zoho has other software products but it can be challenging to know when it would be useful to turn to their other products. For example, Zoho CRM has emailing functions but there is also Zoho Emails, which is a separate product.
Likelihood to Recommend
Zoho CRM is a great CRM for organizations of all sizes. It's best used as a tool to organize and communicate with clients and prospective clients. Our sales staff uses it on a daily basis to continuously keep notes on their communication with clients during the sales process.
At times, it feels like Zoho CRM is trying to offer too much and it can be overwhelming if trying to use all features and capabilities. It's better to focus on a handful of features and get your organization using those features on a consistent basis than trying to incorporate everything that Zoho can do.
