Zoho CRM Erfahrungen

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.

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.

This is a very low-cost CRM for Small Businesses that are interested in tying out to see if this can really work for them.
It beautifully and seamlessly integrates with Outlook and you can use ZohoCRM for most (if not all) your communications with clients and prospects.
The interface is easy to understand and you can get most things done intuitively.

Extracting out a list of all your prospects/customers into ONE Excel sheet became a painful experience because as simple as we assumed it to be it actually become fairly cumbersome. Maybe we didn't have the in-depth experience.

I like how flexible software can be when doing customization.

The software can be very technical at times

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.

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!!

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.

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.

I like tracebility of CRM to connect several folders at the same time to get the info recorded

There should be financial connection to any other programme. Example " PARASUT" in Turkey

Zoho CRM is a progressive CRM program, with all communications and analytical features for smooth business execution. More so, Zoho CRM has defined the appropriate marketing systems, for market reach.

Zoho CRM has continously managed all the communications needs, where businesses are useful and productively supported.

It can be easily managed and customized as per my company's needs

The pricing needs to be lower and more affordable for small organisations

email, chat, live view it's somewhat intelligent

a lot of learning and setup it's somewhat intelligent

Lead management is really easy to use. I appreciate that I can have all my leads on one screen which makes it easy to track and manage.

So far my expereicne is posituve. Nothing unimpressive

It is very user-friendly and we can use all of team work and maintain the progoss of the each person

It is very expensive and we have give training to work in this

In my view, Zoho CRM is the most effective and flexible CRM I have used yet, considering that I use it at work and in my own business. As an Agent working in a mid-sized agency, it was easy for us to set it up for our agency because Zoho also provides a how-to guide. The features we have set up include but are not limited to:

Automating email campaigns for new and existing leads and maintaining relationships with our long-time clients for repeat business.

We are able to integrate WordPress Forms (Elementor API through Zoho Flow), Facebook, Twitter, LinkedIn and Google My Business using Zoho Social.

Managing Leads and Clients and setting automated reminders when a contact has not been touched for a certain period. Allow being able to view and track a contact's activities on the timeline.

Not forgetting the overall collaborative ability to centrally manage all contacts as a team. Making sure that all potential business can be attended to if a colleague is not available for one reason or another.

As much as I love Zoho CRM, these are its limitations and areas of improvement:

Zoho CRM needs to provide options on Graphic User Interfaces. As a visual person, that is really important, and I might not be alone. You are not even able to change the fonts.

A user is not able to convert a client back to leads, unless they recapture the contact as a lead, export multiple clients and import them leads or write and run a Deluge script. This feature must come standard.

Zoho CRM is a powerful app if you lack intent you will find yourself overwhelmed and unable to set it up for your business.

Incredibly flexible
Allows a great deal of customisation to suit nearly any requirement a non profit can have
User friendly
Drag and drop customisation makes it easy to administer
Deploying new features in a design done over 2 years ago is still a breeze
Minimal deluge coding needed to achieve new functions not natively supported in configuration

Having to use multiple satellite products like Zoho forms, Zoho campaigns, Zoho analytics though most of these are available natively in Zoho CRM are rudimentary. It’s a commercial decision of Zoho but not an unreasonable one. The integration set ups between these satellite systems are quite easy but still needs learning a different UI as it’s vastly different from the CRM UI.

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.

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.

Zoho is a good alternative for clients who don't want to shell out money for Google Workspace. It accomplishes its purpose. My satisfaction with their efforts is based on the fact that they are attempting to make their platform accessible to everyone. Much of it is configurable and we were able to put it up 90% of the way we wanted. It's a breeze to use and keep track of.

I'd like it if the platform's many sections were made a little easier to configure and understand. In my opinion, they are attempting to mimic Google Workspace, although I am more familiar with Google Workspace's features. I'd love it if I could make my email software look and work just like gmail.

A lots of features in one place with different functionality, made the life easier. We use MAIL, CONNECT and CLIQ all the time. It has become an inseparable part of our Business.

WorkDrive is very Responsive and Reliable Best solution for File storage with the team. I can Give access to a folder to my colleague and can revoke when done. Very easy.

Mobile apps are Also Nice and Handy.

The way ZOHO keeps everything Tidy and Clean by offering different options for different problems is the most I like about ZOHO CRM

Very big System a lots of functions which remains untapped and I think it will be for some time now. beginners have to learn some behaviors to work with it. The learning curve a bit Steep.

In short I don't have anything that I dislike about ZOHO, but it took some time to get here.

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.

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.

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.

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.

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.

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.

+ Available for affordable price
+ Interactive reports and easy analytical tools
+ Can be integrated with many popular 3 rd party software.
+ Team collaboration tool integrated

+ User experience is not bit poor comparing to flagship alternatives
+ Dashboards are less customizable
+ Lack of security mechanisms
+ Some times experienced performance issues

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.

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.

Beyond the basics of contact management, workflows and custom fields, Zoho CRM makes it especially easy to find the last communication and pick up right where you left off with any lead, deal, or client. It syncs with other Zoho products, as well as many external systems, making it perfect for a connected workflow. It also has an available API for creating custom application integrations.

Creating custom workflows and approvals with Blueprint is a straightforward process, and the power that it provides for process management and automation cannot be underestimated.

Self service portals for clients are another great addition to the power of the CRM.

There are multiple billing levels available, so the system will scale with your business, or even better check out Zoho One for a simple and affordable solution to even more of Zoho services.

One final Pro is that Zoho is consistently looking to make their product better, and has shown an extraordinary commitment to improving it's design and functionality. If you don't like something now, submit feedback and wait a little while, and it might appear.

Integrating the CRM with other Zoho products can be complicated, and the integration experience is not completely consistent yet. It is clear that this is something that is being improved, but some of the products are not at the same level of polish as Zoho CRM.

Zoho's introduction of an AI assistant is certainly cool to see, but it isn't quite ready for prime-time and much of what it can do doesn't seem to add a lot of value versus not having an AI. However, this will certainly continue to improve with feedback and it is good to see AI as a focus of future innovation in the product.

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

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.. :/

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

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 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.

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.