Zoho CRM Erfahrungen

Vorteile

Der Umfang an Tools ist der beste Vorteil, gleichzeitig auch Nachteil.
Man kann schnell starten und findet eigentlich fast alles, was es online braucht um Marketing zu betreiben.

Für den Umfang ist es Billig, anders kann man das nicht sagen... Allerdings spiegelt sich der Preis auch in der Leistung wieder...

Man kann sehr viel selbst reinprogrammieren, was einem fehlt. Dafür benötigt man allerdings entweder viel Zeit oder Kapital um es machen zu lassen.

Nachteile

Viele Tools sind zu einfach gehalten und es fehlen essenzielle Einstellungen.
Schnittstellen funktionieren nicht, auf Nachfragen wird nicht reagiert, erst die Frage bei der anderen Seite der Schnittstelle ergab, dass dort seit Monaten die Rechnung von Zoho für die API nicht bezahlt wurde und daher die API deaktiviert ist. Das ist der Punkt gewesen, an dem ich dann Zoho verlassen habe!

Vom „Kundenservice“ nach nun 2 Wochen immer noch keinerlei Reaktion seitens Zoho dazu.

Viele Tools stecken noch in den Kinderschuhen und BUGs zu melden sollte man öfters einplanen.

Einmal installierte Tools kann man nicht mehr deaktivieren und so entsteht nach anfänglichen Tests ein enormes Durcheinander. Nicht mal der Support hat die Möglichkeiten ungenutzt überflüssige Tools aus der App Übersicht zu entfernen.

In Betracht gezogene Alternativen

Odoo und Pipedrive

Gründe für den Wechsel zu Zoho CRM

Günstiger und umfangreicher im Nachgang ein Fehler der mich viel Zeit/Nerven gekostet hat. Nun gehe ich wieder auf einzelne Lösungen, ich mag es, wenn alles funktioniert und der Support 5 Sterne Niveau hat.

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

Odoo und NetSuite

Warum Zoho CRM gewählt wurde

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

Zuvor genutzte Software

Odoo

Gründe für den Wechsel zu 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.

Vorteile

Ask previously answered, Zoho doesn't excellent job with account management, customer needs job information, etc.. It definitely makes my job and the team's job throughout the company. Easier with the way you are able to push and schedule work flow processes.

Nachteile

Ask previously mentioned at times the reporting aspect of it had glitches.. Foreign example if we wanted jobs 30 days old. I was run it once ( example of glitch was that some completed job's were on the report) but in 15 minutes later, if we reran it, not all were there Like on the original report. Also, when you try to get older, like, really older information?, At times it would freeze up

Vorteile

bookings and calendar - this is a trial, i'm not sure yet

Nachteile

trying to get support - having trouble getting the right trial version for us

In Betracht gezogene Alternativen

Calendly

Gründe für den Wechsel zu Zoho CRM

the ability to track leads

Vorteile

Easy to use interface and the ability to integrate it with various tools played a major part at my end. Having access to the APIs is also a note worthy feature

Nachteile

While Zoho CRM offers a wide range of advanced features, some users have found certain functionalities, such as advanced reporting or automation capabilities, to be complex or lacking in ease of use.

Vorteile

friendly and easy to use even if we're nor familiar with this type of product

Nachteile

nothing, everything work's great in zoho crm

Vorteile

We've been utilizing Zoho services at our company for years, and it's been a fantastic adventure. We can now access all Zoho Apps in one place thanks to the advent of Zoho One, making operations more accessible and faster. This comprehensive business solution includes robust analytics and reporting capabilities, allowing organizations to gain useful insights.

Nachteile

Zoho One is a newcomer to the industry and is still in its early stages. Some features may be missing or difficult to detect at first, but this will improve over time.

In Betracht gezogene Alternativen

Pipedrive

Vorteile

I am enamored with Zia, its AI feature. I really makes reporting and spotting trends easy and fun.

Nachteile

At the free level you are limited to only 3 users and Zia the AI feature is not included.

Vorteile

What I liked the most about this platform is its comprehensive approach to customer management. From the first contact to the sale and after-sales service, this platform has provided me with all the necessary tools to keep an effective track of my clients and maximize business opportunities.

Nachteile

The initial learning curve can be a bit steep for people new to the platform. Although this platform has an intuitive interface, it may take some time to get familiar with all the features and how they are arranged.

Vorteile

zoho is one of the new technology which is used for finance team. before Zoho Tally was there and it was unbeatable in the market. But, now zoho provides more features that are not availbale in the tally to. Zoho provides more features to the accounts team with all shortcuts. One application/software for the the work we need in the finance. I will recommend others to try the zoho crm.

Nachteile

The least like of zoho crm is little bit time consuming for the 1st user. and after that it is a piece of cake.

Vorteile

It's quite easy to work to experienced, the layout is detailed, easy of access, love the different charts I can make. Zia -finally a personal experience. Clean design, great reporting tools.

Nachteile

Not easy for newbies, trial time is not enough time to explore, why are there limitations on the API? So much data to integrate.

Vorteile

I've used Zoho CRM for almost 5 years and I've witnessed its evolutions during those years. I think it is an overall good tool for small to mid sized companies. I enjoyed the flawless marketing automation feature, especially when a new lead comes in from a web form, it immediately adds it to the CRM. The system can recognise the lead if there was a past interaction. Once the lead is in the system, you can enrich the data by populating all the data fields and you can customise new data fields according to your needs. I find it pretty easy to arrange for all departments in the company. I mostly used it as a part of my daily tasks at sales team. I was able to manage my leads and track the progress. We didn't really use it for any campaigning but mostly as an overall CRM. The reporting section is pretty good and I enjoyed the customisation. It actually offers more than average needs of a salesperson. Recently, they made new integrations and also adjusted the performance - in the early times, it was a bit slow but they fixed it.

Nachteile

Zoho CRM seems to be a mid-segment tool when it comes to pricing at first sight. However, if you want to expand the tool with more features/add-on, you may need to pay additionally for them. It increases the cost. At the end of the day, for a large company, it might be as pricey as enterprise CRM solutions. You need to make sure about your needs before you set it up for your organisation to make sure the cost meets with your expectations. The UI can be improved and be more user friendly.

In Betracht gezogene Alternativen

Dynamics 365

Warum Zoho CRM gewählt wurde

The team found Dynamics too complicate to work on. It wasn't a user friendly UI.

Zuvor genutzte Software

Dynamics 365

Vorteile

This CRM offers customizable automations to really streamline your work experience. We use this to assign and set tasks for clients plus review employee performance. We have been able to completely eliminate Google Docs and move over to politely Zoho to track and record stats. Being able to personalize your home screen is a major plus. Our Sales Team has also been able to be fully integrated onto the platform and can set up leads in the system. The transfer over to this CRM has been much easier than it would be on most platforms and our team members have are soon going to be utilizing email functions through this, as well. I’ve loves the overall experience of learning this platform and discovering how truly time saving it has been for everyone across the board! I would highly encourage the use of this CRM across almost all business platforms due to its customizable options!

Nachteile

We would love to seethe option for color coding and the use of all emojis across the system. There is limited use on those and we would like to be able to set tasks with symbols by them or have them tabbed with a color.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

HubSpot CRM

Warum Zoho CRM gewählt wurde

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.

Gründe für den Wechsel zu 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

Vorteile

It is a layered product that you can use with ease, without flooding your screen with more information than you need to follow customer cases. If you want to drill down to more functionality, you can enter it without changing too many screens and wasting time back and forth.

Nachteile

It does not offer a direct integration with Zoho projects and the ability to create more layers of information in action items and assign project teams for client cases.
The registration process does not have an import function from emails or the web browser - something that could be very helpful when registering a lead from an email or the contact section of a web page.

In Betracht gezogene Alternativen

Insightly und HubSpot CRM

Warum Zoho CRM gewählt wurde

Layered information that could be handled easily - Bitrix is too chaotic and you have to change many screens in order to complete an action.

Zuvor genutzte Software

Bitrix24

Gründe für den Wechsel zu Zoho CRM

Simpler and quicker to use and complete tasks

Vorteile

I am using Zoho XRM for more than 3 years and found it a really amazing platform for customer relationship management. I like their simple yet effective user interface the most. I can use it very easily. Zoho CRM helps us to manage our all databases and related information at one place with amazing security. Overall I can say that this is an amazing CRM.

Nachteile

There is one thing that I want to highlight about this CRM that I dislike about it which is Zoho CRM is a little bit expensive compared to others but on the other hand, I can say that it is worth to spend on it.

In Betracht gezogene Alternativen

SugarCRM

Gründe für den Wechsel zu Zoho CRM

We choose Zoho CRM over SugarCRM because of their strong customer focus nature which is the most important thing that we always keep in mind and on the other hand, there is a lot of amazing features that Zoho CRM is providing and in SugarCRM, these features are missing.

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

Dynamics 365 und Salesforce Sales Cloud

Warum Zoho CRM gewählt wurde

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.

Zuvor genutzte Software

Act!

Gründe für den Wechsel zu 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.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Bitrix24

Warum Zoho CRM gewählt wurde

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

Zuvor genutzte Software

SugarCRM

Gründe für den Wechsel zu Zoho CRM

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

Vorteile

- 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

Nachteile

- 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

In Betracht gezogene Alternativen

Insightly

Warum Zoho CRM gewählt wurde

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

Zuvor genutzte Software

Pipedrive

Gründe für den Wechsel zu Zoho CRM

The price point and flexibility of the software.

Vorteile

The best thing about Zoho is that it's free for up to a number of users. Great for a small business who doesn't have a budget for CRM yet and needs somewhere to store information and search it later. It can be simple to use. I always look for a system that you can enter a very minimal amount of information into in order to store a lead or prospect. Zoho is definitely capable of that.

I have used this in conjunction with inside and outside sales teams together. It was simple enough for the inside team to look up an account that calls in to see if they've had contact with an outside rep, and vice versa. It's nice that it has a mobile app, though when I stopped using it it was still the least intuitive/useful app I had on my mobile devices.

Nachteile

I've used other CRMs, and I noticed that using both Zoho and another (Salesforce) it is very common to happen upon duplicate prospects in the system. It seems like the way an account is entered is not as intuitive in detecting that the account already exists. I've used others that will suggest any contact, address, phone number, name or business that already exist in the company's pipeline literally as you're typing them. With Zoho it's more like you look up each data field first on your own to be sure the account doesn't exist before entering it.

That can be pretty tedious for an already tedious job like assisting our reps with data entry. The result is lost notes, because some are on one of the duplicates and some are on the other. I've seen this particular problem cause a lot of lost time and energy for outside reps in particular, who go out to an account not knowing the most up to date information about it.

I also found the other tools to be less useful than in other CRMs. For instance, generating a report on your pipeline and what stage the accounts are in. Other CRMs in a similar price range are easily capable of telling a user how many prospects are in follow up or final stages of the sales process. While using Zoho, I actually tracked my pipeline on my own separately using a spreadsheet. It was easier and more intuitive than the CRM offered. Now, leading a team, I would not use this CRM and this would be a big reason why. I can't imagine trying to track the progress of our leads via a team using this CRM's tools.

Vorteile

Product is somewhat OK if you're starting with the CRM but they are slow in adapting to new technologies. They are still learning and is a good tool if you're a nut bolt retailer.

Nachteile

Their support team is a bunch of absolute pathetic people. Clueless nincompoops who have no training, empathy or understanding of how customer support works!

When you call ANY support line for any cloud service, they first tell you their name, ask yours, and request details on the issue and provide you with a case reference.

NOT WITH ZOHOCRM SUPPORT CLOWNS.

They talk to you on the phone and DO NOT PROVIDE a support ticket number. Even if you ask them they fail to provide a support request number. Next, if you call them about the same issue, the same nincompoop would ask you for a ticket number which he previously didn't provide!!!

As a result, you waste time, explaining them again and again repeating the same thing to a useless clown who couldn't care less about the customer's issue and has absolutely no empathy. Their work ethic and attitude are probably worse than those working in the oldest profession.

Here’s what their support reps should have done, but they NEVER do all this. All of this is Customer Support 101:
a. Announce their name! When you ask the customer their user ID and name, why can’t you introduce yourselves too?? By default? What’s there to hide?? Why wait for the customer to ask? Even a domestic call center in India does this!
b. Take a call back number to call back in case the call gets disconnected!
c. If you can’t call back drop a 1 line email with the case reference number so at least the customer has a chance to pick up from where he left off!

WHAT A BUNCH OF LOSERS.
A rather crude bunch with absolute zero respect for paying customers. They fail to realize that they're employed because of paying customers!

I have posted an audio recording of their unprofessional attitude on a support call, on YouTube. Just look for it and have a listen yourself, so you know what can be expected.

ZOHO MANAGEMENT - Get your support clowns to signup for free trials of other cloud bases SAAS products and raise support requests so they can experience and may learn how to provide customer support!!

Vorteile

I like the simplicity and ease of use that Zoho CRM offers us, as it enables us to create folders for all our clients as well as organize records with their data and requests as well as save all documents and archive email and transactions made by our team and between them. I love how Zoho CRM filters customers by suggested topic, which makes it easy to create lists of important information about a specific group of customers based on their specialties or interests, so that our team can reach them quickly and offer tailored offers. I like how easy it is to customize it to automatically send emails to a group of clients, and I like the fact that Zoho CRM integrates multiple communication methods easily, such as WhatsApp, so that we can also send messages and links to customers and also we can receive customer requests and inquiries and respond to them in the same way. It is great to find all the records related to customer inquiries and requests, as well as the date they were referred to the relevant team member, as well as the results that were reached in one place in an organized manner.

Nachteile

I love the fact that Zoho CRM has no unpleasantness, as it is simple, easy to use, low cost, and integrates strongly with email and social media platforms easily, which makes it a suitable choice for all needs.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum Zoho CRM gewählt wurde

Price and simplicity

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Zoho CRM

Price and simplicity.

Vorteile

Zoho CRM is an unbelievable assistance that for quite a long while has enabled us to collaborate with clients and increment income of the organization, this product truly gives a generally excellent encounter to its clients when working, actually this stage is extremely creative, this administration enables us to contact clients in practically all stations from phone, email, live talk and diverse informal organizations, has an alternative that gets continuous warnings when clients connect with the organization progressively, enables you to quantify the proficiency of correspondence with our clients. It spares time since it has a few mechanization choices, for example, computerization of each part of the organization and dispenses with the separate undertakings that require a great deal of time, so their clients have a superior execution, permits to robotize the procedure of dedication of potential clients and can exploit the upsides of every one of the individuals.

This product has the choice to quantify and deal with the business execution of the organization all through the domain, likewise has an alternative to utilize that enables you to discover in a moment any data you need from CRM information with the assistance of [SENSITIVE CONTENT HIDDEN], additionally [SENSITIVE CONTENT HIDDEN] gives propelled gauges of potential client understandings that can eventually make it all work out, and one of the highlights that I like best about this product is that it has a clever caution, which enables you to recall the assign

Nachteile

Zoho CRM extremely more often than not excessively I use it has worked effectively, on an individual level I have not had any awful experience working with this product, yet anyway some of the time its UI is typically moderate, and each activity requires another page burden, and I have seen that approaching messages are not synchronized, yet these little subtleties don't think of it as a major issue that anticipates working with this product, it truly enables us to work easily to perform various capacities with this stage.