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

We wanted a CRM that we could quickly start and deploy; this software met all of our requirements; and this CRM is more efficient for me because it does not require any coding skills or any developer to make small platform adjustments. Its interface is simple to use, and it is quite effective in handling as many accounts as needed, as well as in reporting facts.

Nachteile

There's a part of work to be done for the stage to convey its guarantees, and the return on venture time and money is time devouring, and their customer benefit isn't up to standard, they have a terrible account administration gather to start with qualified that can never be managed with due to responsiveness.

Vorteile

The CRM automation to automatically send emails to clients

Nachteile

Nothing, great products..

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

What I liked most about Zoho CRM was its intuitive and easy-to-use interface. It allows you to manage contacts, accounts and opportunities in a very simple way. Its clean and minimalist design makes it very efficient to navigate between the different functionalities. In addition, I found its complete range of customizable modules that adapt perfectly to the specific requirements of our business very useful

Nachteile

What I liked least was that being a platform with so many functions and tools, it can be somewhat overwhelming at first until you have mastered its configuration and parameterization. I also missed deeper integrations with our ERP for more complete traceability between orders and customers

Vorteile

The option to switch to a full-fledged online business software suite is a great plus. If you are on the lookout for more software in the feature that integrates well with Zoho, you can find all that in their complete suite.

Nachteile

Some features, like filtering and layout adjustments, are only available in the paid version. Not a huge dealbreaker, but something to consider.

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

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

I like their lead management and account management

Nachteile

As a start up it was hard to get all the tools we needed as it got more expensive

In Betracht gezogene Alternativen

HubSpot CRM

Warum Zoho CRM gewählt wurde

As a software company we prefered to develop our own crm to meet all our needs and then we put to market. However we cannot compete with Zoho as our focus is only on startup

Gründe für den Wechsel zu Zoho CRM

prefered zoho pricing and navigation

Vorteile

Ease of use and alert features for leads

Nachteile

It lacks the ease of integrations with O365 naturally compared to O365 but it's good if you're not ready to move your whole suite of apps to O365 and looking for something outside of o365

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

HubSpot CRM

Gründe für den Wechsel zu Zoho CRM

We were looking for a complete business operating system and Hubspot was not the write tool for us, because we have to purchase multiple tools and connect it with Hubspot and that will add exxtra cost. So, we have figured out Zoho One as one of the tools which will fulfill our thirst.

Vorteile

I love that you pay for ZOHO and get a massive amount of value. You get a CRM, Project Management, Web Analytics, Live Chat for your website or App, Accounting Software etc.

Nachteile

All the features are good. However, some need to be improved. In 2021 you are competing against other products that are just doing one thing and doing that beautifully. I am pleased by the amount of functionality they give you and that is why my review has a 4/5. It can be better and I am hopeful that it will be improved.

In Betracht gezogene Alternativen

Dynamics 365, SAP Business One und HubSpot CRM

Warum Zoho CRM gewählt wurde

Streak was far too simplistic for our needs.

Gründe für den Wechsel zu Zoho CRM

Our needs were between Streak CRM that couldn't do everything we wanted and the well known brands like HubSpot. The pricing of HubSpot seemed like it would be good, until you add the components that you wanted, then it became ridiculously expensive. ZOHO CRM was the best value for money.

Vorteile

This is a free or very cheap email service depending on the plan you choose. I like this because my business is just starting out and I want to save as much as possible. Zoho is a great resource because it has all the functions I need. It integrates with my website, sends and receives emails and is fairly easy to use. It also comes with a calendar and a place to store notes and bookmarks.

Nachteile

I am on the free version, which means that I can only access it on my computer device. The paid plan is really inexpensive and something worth investing in if you want to answer emails in a more timely manner. It may take a bit of time to get used to the interface if you've never used it before or you are switching from another email service.

Vorteile

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

Nachteile

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.

In Betracht gezogene Alternativen

Google Workspace

Warum Zoho CRM gewählt wurde

Google is Good but very Expensive. Zoho is on the other hand a bit low on the price side. Initially that was the primary reason to switch.

Gründe für den Wechsel zu Zoho CRM

It was a little less costly and was promising a lot of features. Other Options that we tried was not promising much. Another very important thing is that they gave us 2 months free, the paid version for free. For the whole team with the Email support. I mean we had our [email protected] for free. In the while We tested the platform as much we could and liked it, purchased it. Happy that we did.

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

customizable, stability, easy to use day by day

Nachteile

At the beggining is complicated to understand how to set up, specially if this is the first time you use a ticketing software.

In Betracht gezogene Alternativen

Freshdesk

Warum Zoho CRM gewählt wurde

Because we start using Zoho CRM and someone from Zoho advised us that Zoho Desk may cover our IT Support needs and we decided to try it.

Zuvor genutzte Software

Freshdesk

Gründe für den Wechsel zu Zoho CRM

To use just one Brand software that allow us to integrate another Zoho's products that we use.

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

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

The email tracking really helps understanding engagement. The ability to send small mass-emails directly from the CRM without having to use a third party email is great for a startup.
We also like the ability to automatically schedule a web meeting from the CRM.

Nachteile

The interface is a little bit old fashioned. It would be great if the system could be a little more flexible in terms of sales activities that can be recorded.

In Betracht gezogene Alternativen

Drip

Warum Zoho CRM gewählt wurde

The total value of Zoho One offers way more than the basic Hubspot system.

Zuvor genutzte Software

HubSpot CRM

Gründe für den Wechsel zu Zoho CRM

Simply put. Zoho CRM as part of Zoho One is a very strong contender. It was fairly easy to just look away at the few warts since Zoho provides so much value!

Vorteile

- Great ticketing / response help desk solution that's free for small IT teams
- Great automation for creating special filters, automation rules, and auto replies for anything that comes across your support@ address.
- Great CRM tracking for monitoring customer responses, reporting tools, SLA alerting when nearing SLA deadlines, agent tracking KPI metrics, and ticket history tracking.
- Great solutions archive and knowledge base which can be added to via the ticket itself
- Great notification options including (email alerts, webhook integrations, and SMS text messaging.)
- Nice tools for scheduling routine maintenance tasks which appear as tickets and count towards technician KPIs (as tickets).
- Very secure portal, customer portal, 2 FA authentication options, and easy to manage UI

Nachteile

- Takes some time to initially setup, defaults often aren't helpful.
- Hard to understand webhook integration instructions, uncertain if two-way functionality is available for a Slack integration (if so, it'll be manual).
- Need to watch for mail fetching often! If you aren't getting tickets after 6 hours, mail fetching is turned off and needs to manually be reset. No polling service, or automated mail fetching ping service so you need to make sure when doing exchange maintenance to remember to start this service when stopped.

Vorteile

One system that provides extensive capabilities. Zoho CRM plugs into the more than 50 other Zoho Apps with a single Zoho One license. Instant integration (as instant as it possibly can be).

No more cobbling together system after system. I have all of the following in use from Zoho: CRM, spreadsheets, documents, file storage, security, marketing, social media, HR Management, accounting package, email, surveys, signatures, project management, notes, appointment management, presentations, webinars, online meetings, web hosting and design, online chat for web site, mobile expense capture, business analytics. I have used much more, that's just what I use on a day to day basis. These are the applications of business today. Nothing much out of the ordinary but if you are using anything else other than Zoho, you probably have a patchwork of applications to navigate.

Nachteile

Bleeding edge software development comes at a cost. Zoho brings out releases fast and often so sometimes there are annoying things that happen. This does not consume a large portion of my time but if you need consistency and 100% predictability then Zoho is probably not for you. If you are okay with 99% predictability Zoho is a good option.

An example is the design of the Contact view in Zoho being changed recently without notice. If you are like me then you go with it. Some people who need things to be the same day in and day out can be rattled or frustrated by something like this.

Vorteile

Through Zoho CRM I am effectively overseeing asks and citations in light of the fact that through its information synchronization I stay to refresh about the main leads and about the main clients, accordingly I am better at taking care of the business pipeline.

Presently I can all the more likely help my clients seven days every week and 24 hours per day through its considering administrations that additionally assists me with social affair their criticism, this information assists me with advancing acquire adjustments my items.

With its shrewd calling administration, I can likewise have live talks with my clients. The fascinating thing is it's anything but an extraordinary method of overseeing various visits without a moment's delay and layout messages make more effectiveness.

Nachteile

As far as task overseeing more alteration is require.

The application doesn't zero in on the set of experiences, I have difficult issues about the following of the cycles and about the detailing of the past receipts.

At times the product gets increasingly slow humming sound beginnings showing up on my work area.

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

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.