Zoho CRM

What differentiates Zoho CRM from other similar products?

The value that you get for the cost. Other CRMs are costly, and Zoho is an entire suite of business products that work together seamlessly.

What is your favorite aspect of this product?

The integration whit other Zoho products. Zoho has a product for every aspect of your business, and they all work together very well.

What do you dislike most about this product?

The technical support. It can be lacking in both time and support. We haven't had many issues, but the few that we have had we have ended up having to find the solution ourselves before their team could solve it for us.

What recommendations would you give to someone considering this product?

Evaluate the costs of all of your business expenses currently and see if Zoho makes sense. They have a product called Zoho One where you get access to all of their products, and in my opinion, it works very well.

What differentiates Zoho CRM from other similar products?

Getting all of my clients and opportunities here is convenient, and the "opportunities" part allows me to use the kanban view to obtain a good overview of my possibilities. I can also create tasks from this section, ensuring that none of them are missed. As a result, my staff and I are able to review the month's sales results and predict for the future months in order to set a realistic goal. This allows you to specify what fields are needed and what fields are not required. These features differentiate Zoho CRM from other similar products.

What is your favorite aspect of this product?

According to my company's and my clients' demands, Zoho CRM is extremely user-friendly. I appreciate how well it organizes clients depending on the data they supply, and how easy it is to integrate data from emails and utilize the calendar to plan meetings. The administration has been made easier by the ability to update many fields at once. Another nice feature is the ability to build numerous views depending on different attributes. And it's cheap to use. Global companies may use this software to take control of their business operations and build long-term client connections.

What do you dislike most about this product?

Customer support is often ineffective, and issues are common. Zoho templates aren't particularly adjustable, however. Only restricted features are available with the freemium plan. Unlike Zoho Email, GetDrip, and WordPress, CRM does not allow for two-way communication. With API keys, transferring data from one module to another is also a problem. While there is an initial learning curve for some aspects, it is definitely worth the effort.

What recommendations would you give to someone considering this product?

An aspect of my experience with Zoho CRM that stands out is its ability to automate. For an affordable price, Zoho offers a CRM with a lot of features (much cheaper than HubSpot). The API may be a valuable tool if you have developers that are able to connect to it in order to populate data from your database. I highly suggest it to people who are looking for a powerful CRM that will allow them to build their pipeline rapidly and follow up on every chance they receive.

What differentiates Zoho CRM from other similar products?

Single consolidate Dashboard with relevant info is the differentiate feature with Zoho CRM that we like a lot.

What is your favorite aspect of this product?

Analytics that show various touchpoints with customers. It is very informative and gives very relevant information about interaction points.

What do you dislike most about this product?

The AI Assistant (Zia) can be improved for better predictions. But yes, the more we use it, the more it gives good predictions.

What recommendations would you give to someone considering this product?

Overall, this CRM is feature-rich and has a lot of capabilities that can help businesses to achieve their goal and scale up.