Zoho CRM Erfahrungen

Alles ist vollkommen frei zu konfigurieren. In der Standardversion zu Anfang läuft alles glatt. später kann man sich "sein" CRM so bauen, wie man es für den täglichen Bedarf braucht.

Der größte Vorteil ist der größte Nachteil: es gibt SO viele Möglichkeiten, dass man anfangs überfordert ist, wenn man nicht Schritt für Schritt, am besten mit Unterstützung, voran geht. Sonst ist der (geniale) Berg der möglichen Einstellungen und Konfigurationen so groß, dass er einen erschlägt und man gar nicht anfängt.
Manches ist nicht perfekt auf Deutsch übersetzt. Der Support ist Englisch.

Die Übersichtlichkeit ist super. Die Verzahnung der einzelnen Stammdaten und Auftragsdaten ist hervorragend gelöst und spart Klicks.

Die Begrenzung der anzulegenden Datensätze ist in unserem Fall zu wenig. Dies "zwingt" einen über kurz oder lang in die Bezahlversion.

Ich kann, ausser des Preises, nichts finden, was positiv wäre.

Automatisierungen funktionieren nicht.
CRM- und Projektmanagementsoftware sind ein billiger Abklatsch von grossen Unternehmen.
Keine Software (wir hatten 12 von Zoho im Einsatz) war professionell brauchbar.

Zoho CRM emerges as a powerful tool for businesses, offering seamless management of sales, marketing, and customer support operations. While its intuitive interface facilitates navigation, I found it slightly less familiar compared to other platforms. However, its customization options and overall effectiveness make it a standout choice for boosting productivity and efficiency in business workflows.

The interface, while intuitive, may initially feel unfamiliar, requiring some time for users to fully adapt. Additionally, while the customization options are extensive, some users may find them overwhelming or complex to set up initially. Despite these drawbacks, Zoho CRM remains a strong contender in the CRM market, particularly for businesses willing to invest the time to unlock its full potential.

I like it’s user friendly design and flexible customization options that have simplified our workflow.
Also it is great with task management.

It is a unique software that is worth exploring, nothing to dislike.

User friendly making is easy to navigate.
Slack integration for remote collaboration.

Great CRM for boosting sales and got no complaints.

Two things I liked the most about Zoho CRM is the AI powered Sales Assistant Zia which has helped me analyze quicker and second the way I was able to Analyze and find a pattern on my member's interaction at multiple touchpoints

I was not able to perform a lot of customization probably because I have not explored all the customizations that is possible.

As a pre-sales consultant its easy for my find the my leads option and day today task.

All is good, but scheduling a reminder calls sometimes i get frustrated because when we done the calls everytime they ask how much the duration of calls like they ask minutes or seconds until we put manually

I like it’s intuitive interface that has helped us to manage leads, sales and contacts processes efficiently.
Also it’s customer support is the best.

Personally I didn’t find any downside, it’s simply the best.

I like the simplicity of the service and variety of tools

I least liked the customer service as there limited chat or call support

It is the dream of every business to have a tool or rather software that streamlines and optimizes daily operations. Zoho CRM is our go to tool. At an unbeatable price and with no hidden charges we get to enjoy its intuitive UI and sturdy features. During implementation and deployment of Zoho CRM I realized that the migration of our customer,sales and business data from our then solution to Zoho CRM happened soo effortless and with just a few clicks we were done. Even while an of our teams is working remotely, Zoho CRM ensures that there are no challenges of accessing customer information. It ensures boundless access to customer data at any time from their mobile devices and that way it keeps them on the go to continue with business proceeds and close those deals. Zoho CRM brings the two main business processes into a single place ie customers and sales management which has enabled us to optimize these operations meaningfully. Zoho CRM is adorned with reliable and highly advanced security features which protect our data from unauthorized access. Encryptions and audit logs have been very invaluable and convenient

Zoho CRM delivers impeccable customization possibilities, ease of use, excellent battalion of customer support and a reliable and functional feature range.

For us, this is one of the most complete CRM platforms available. We usually recommend tis platform to SMB's who need a CRM platform, but still are not big enought to get Salesforce for example (and in some case this is all they'll ever need)

Maybe time needed to do the initial set-up, as everything needs to be changed and the default options are not always useful. The UI sometimes feel a bit clunky.

As a Zoho One user, I love the combination of more than a dozen business tools that I've used in pieces before. Now, they are all connected and integrated. The list of functionality and critical features is so long... This is truly the backbone of my photography studio. I thought I'd just get a CRM but with the automation and interconnection between the suite components, I just dove in!

The main gripe comes with the slow implementation of some bug fixes and shortcomings. The forums are filled with users' requests for some of the industry-standard features, to which we keep hearing "in progress" or "no timeline". Some of such discussions take months and even years... It could be that the company bit more than it could chew, as the resources on some projects surely run thin, while other projects thrive.

The sales and purchase - accounting parts of the software is very helpful. Its very easy to use. And its a online base software so we can use the software multiple computer on multiple places.

Production monitoring process for a company of this software are not so updated and its quite complicated in use.

I love Zoho I found it really easy once you know how to do it to customize and build the most effective CRM for managing data. The amount of work you can accomplish once you know how to effectively use Zoho and if you use everything it has to offer is great.

I think the ability to reverse mass updates that aren’t done properly was frustrating