Zoho One Information Reviews & Insights

I have used multiple apps under Zoho One, which are - Zoho CRM, Campaigns, Marketing Automation, Analytics, Projects, Flow, Mail, Cliq, and more. They take care of complete sales and marketing (GTM) team functions, and also make sure that there is a seamless data connectivity between applications.
Zoho CRM and Zoho Projects are also connected with HubSpot, where our onboarding uses it for project management and sync up with Sales which uses HubSpot.

Zoho One is well suited in multiple scenarios as there is tight integration between apps and data flows seamlessly between each other. There are also other native integrations available like HubSpot and Salesforce primarily for Zoho CRM which also helps in a way for teams that have multiple teams using different other tools and have a requirement to integrate.

Nothing major in terms of less appropriate scenarios, just that the UI might freeze from time to time and a reload would fix it back usually.

Zoho One allows me to save time by consolidating invoicing trouble tickets and follow-ups plus I'm boarding in a very simple well designed user interface. I like it's ease of integration with other applications that I run for my sales tax and the ease of managing the invoicing it's really great for us

I think that if you're small company starting out Zoho One won't allows you to grow and without having to have to spend a lot of money on technology so it's really well built for those companies starting out and growing less complex than HubSpot. I think easier integration with LinkedIn would be great also with dialers but that's just the question of taste for my end

I have been using Zoho One for around three years. There is nothing like Zoho One that is so comprehensive and easy to use. Zoho One helps us to see and control a lead to deal and helps us to keep each step documented. Making a deal and creating contract is easy in Zoho One and which stands as our primary data base of our day to day work. Zoho One helps me to create tasks and it’s continuous reminder helps me to create my work on time. One another important part is to generate reports. We use Zoho One to create reports for each meeting and mostly daily activities. Which helps us to improve our business and work. These reports are customisable and that gives so much clarity and visibility of my work. We integrated Zoho One with outlook and it keeps account of our email communication and linked directly with each leads.

Zoho One helps me to create and document each of my closures by creating deals. Zoho One helps me to generate reports, which helps me to track my contact. Zoho One helps me on creating tasks and reminds me to get it done on time. Zoho One keeps each steps and actions I took from lead to a deal.

As a person backed with marketing we use lot of ZOHO tools and ZOHO CRM is the primary tool that helped me a lot in maintaining all our leads at one place and helped our sales team to work more efficiently in generating sales. Apart from ZOHO crm we do use ZOHO webinar, ZOHO people in our organization

ZOHO One helps us keep all our ZOHO tools in one place, and it is very effective as each and every member of the organization has access to the data, which can help us improve ourselves as an organization and ensure that all of us are aligned with our business goals.

We use Zoho One to run all of our customer interactions. Zoho One is our CRM, ticketing system and remote management solution. It allows us to remotely control remote computers, generate help tickets, and track all aspects of our customer service. It also includes features for business email, website building and hosting, and e-sign for documents.

Zoho One is fantastic for running a service and sales company. It has been fantastic for my small business and setting up workflows. I would imagine it would be less useful for someone that didn't need all of the features it provides, but it does have everything you would need to run a company.

We migrated from HubSpot to Zoho One with the intent of it operating as our help desk, CRM, and project management system and a long-term plan of looking at Zoho Books and Invoicing to potentially replace Oracle NetSuite. We fully implemented the CRM, Desk, and Project modules in 2022 and are working towards the implementation of Survey and SalesIQ, and considering Zoho Mail as an alternative to Mailchimp.

Out of 1-10, my likelihood to recommend score is a 1, but only because zero wasn't an option; however, if it was, that would have been my choice. We already renewed for 2023, but are already making plans to migrate to another platform in Q4 and cancel at the end of this renewal.

We implemented Zoho One to stop disparate systems and move to a more unified platform. CRM is used by our organization for pipeline and customer relationship management, as well as the storage of pertinent customer information. Zoho Desk is being used as our request management system for customers. Zoho Projects is being utilized to manage our customer engagements and internal projects. Zoho Sign and Survey are being used as additional tools to facilitate our customer experience. and Zoho Cliq is our internal messaging collaboration tool

As a customer-first culture, CRM as a central piece to all other applications helps to bring together a full view of what is happening with a particular account but it could continue to improve to a more stable integration with the other apps. For an organization that requires a number of customer-facing activities (Sales, Service, Project Management, Internal, External Communication) the suite works well to bring that all together. A major issue with the suite though is its lack of strong integration with the Microsoft office suite. Microsoft applications are a widely used and not going anywhere suite as well, and the lack of integration to use apps like Word, Excel, and Powerpoint, to instead convert to less-developed Zoho replacements is an issue.