Zoho CRM

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Freshsales und HubSpot CRM

Gründe für den Wechsel zu Zoho CRM

Funktionen, die uns interssierten, waren einfach abbildbar Leichte Übersichtlichkeit Kostenfreie Variante

Vorteile

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

Nachteile

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.

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 is affordable, robust, and dynamic. It offers a host of features and function, covering all the basics and providing a lot more of customization and options beyond

Nachteile

The way the Zoho CRM is written and formatted can be confusing. The logic behind the system can be quite backwards at time.

Vorteile

It is fairly simple to make quick changes or add amend fields to suit your business requirements

Nachteile

Some of the templates or layouts are not great making the page longer than it needs to be. This may be down to my lack of skills but i couldnt find a simple solution.

Vorteile

The possibility of customizing it if you have developers in place.

Nachteile

Zoho Deluge makes you quite limited if you dont have much coding experience. Workflows are also not working the way I am used to with Salesforce or HubSpot

Vorteile

I really the sales and marketing automation it enhances the efficiency.

Nachteile

The customer support services need to be little improved and sometimes I notice slight lags.

Vorteile

Zoho CRM is a more user-friendly and affordable CRM. Zoho provides many more free features which are helpful to startup organization.

Nachteile

Zoho's Customer support is limited while integrating third-party apps with CRM

Vorteile

It’s highly configurable if you know code or have developers

Nachteile

It’s clunky to use and oddly set up, with multiple sections within the CRM separating things like leads and contacts so it can make full lifecycle reporting difficult

Vorteile

Zoho CRM is easy to use and collects every feature I expect from a CRM.

Nachteile

Zoho CRM can be extended with more features in communication side.

Vorteile

Zoho connets easly with third party apps. In Zoho we track sales and customer interactions.

Nachteile

Slow customer support. Limited Features in Lower Price . Some Features only available in high price.

Vorteile

I like most about Zoho CRM is the automation. I can easily automate my some tasks such as follow up emails and reminders which saves my time.

Nachteile

Due to large amount features available, learning or understanding time is too much for new users.

Vorteile

Very customizable and modules are complete for all needs.

Nachteile

A bit complex especially when first setting up.

Vorteile

First, it's ease of use and the ability to customize it to your needs and what you sell. The integration of other products is really great too. It's responsive and keeps all your info for a client in one place. The automated features is wonderful too.

Nachteile

Least is the set up. It does take time, trial and error, and a few kinks along the way. However, that being said, support was always there to fix and responsive, and with a program this sophisticated it is expected to have some issues. Overall, any issues were minor.

In Betracht gezogene Alternativen

Kixie PowerCall

Warum Zoho CRM gewählt wurde

I couldn't customize, had way too many bugs, didn't power dial the way I wanted, didn't track and put contacts and leads in a very manageable way. Lacked ability to import info easily if at all. Glitchy.

Gründe für den Wechsel zu Zoho CRM

Total cost vs features, ease of use, and customization ability.

Vorteile

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

Nachteile

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

Vorteile

One of the best things about Zoho CRM is how customizable it is. I can tailor it to fit my exact needs, whether it's creating custom fields, layouts, or automating workflows.

Nachteile

The support is not always great, sometimes it can take a while to get back a response that is worth while.

In Betracht gezogene Alternativen

Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu Zoho CRM

Cheaper and filled our needs. Salesforce tends to be complicated.

Vorteile

Still learning but it seems to have what is needed for my startup! I am working to look at the Professional version. So far I have started with the free version. It also has a lot of potential as my business grows.

Nachteile

Unsure at this time. I am still very new but if you break it down piece by piece it is not difficult to use.

In Betracht gezogene Alternativen

Mailchimp und HubSpot CRM

Gründe für den Wechsel zu Zoho CRM

I liked the all in one features and having everything connected.

Vorteile

Zhoh CRM is fairly easy to use and set-up. As with any CRM there will be areas where you wish it could do more, but overall it does what it needs to do to be a decent CRM.

Nachteile

There are not as many places that you can customize the areas you would like. It makes it a little frustrating at times. Also, there are functions that have been asked for for years from the community that still have not been implemented.

In Betracht gezogene Alternativen

Salesforce Platform

Warum Zoho CRM gewählt wurde

Cost and function. Zoho allowed for many of the same features at a cheaper pricepoint.

Zuvor genutzte Software

Salesforce Platform

Gründe für den Wechsel zu Zoho CRM

Cost and function. Zoho offers an inexpensive alternative to Salesforce. While it might not have all the bells and whistles, it does most of what you need to do.

Vorteile

Zoho CRM makes it easy to manage basically an entire database for our business. The editing features are extensive, allowing you to tailor-make just about anything to fit your needs. We've altered most of the pre-set sections to fit our industry-specific programs which has massively increased the effectiveness of our business.

Nachteile

Because it offers so much flexibility there is a fairly large learning curve to setting it up how you'd like it to be, and some aspects can get a little finicky. For example, it takes a lot of tweaking to get the visuals and functionality correct on specialized views if you've done a lot of editing.

Vorteile

The platform is user-friendly, highly customizable, and has streamlined our sales and customer management processes. The real-time analytics and reporting tools give us clear insights into performance.

Nachteile

Hard to use the reporting feature for what we need.

In Betracht gezogene Alternativen

Hootsuite und HubSpot CRM

Gründe für den Wechsel zu Zoho CRM

Better Value and met our needs for our company.

Vorteile

What I liked most about Zoho CRM is its customization and flexibility. The platform allows you to customize modules, workflows, and dashboards to place with specific business needs which makes it highly adaptable.

Nachteile

With so many customization options, it took time to fully understand how to set the platform for our needs, when I newly start working in Zoho CRM, I found it a bit difficulty to use without proper training or resources.

Vorteile

The automation workflows in Zoho CRM which are making our daily routine tasks less efforts and time demanding and more precise. The contact management that help us keep our customer information well organized. The customer communication features which allows us to interact freely with our customers at any time. Zoho CRM reporting and analytics features which are keeping us on the lookout for the ways to improve our customer relationships.

Nachteile

We have not had any major drawbacks from Zoho CRM.

Vorteile

Using Zoho CRM has always been easy for us and it was equally easy to customize it to fit what we were looking for. The instant chatting and online meeting communication functions in Zoho CRM which offers us a quick way to interact with our clients. It makes it easy to analyze our clients engagements which help us come up with ways to strengthen our relationships.

Nachteile

No cons experienced from Zoho CRM. Our usage experience has been very smooth.

Vorteile

Zoho CRM is a dependable and user-friendly customer relationship management solution with many great features. One of its primary benefits is its layout, which is easy to use and encourages customers to get started right away. Due to the platform's high degree of adaptability, businesses may quickly connect CRM with particular requirements and procedures. Zoho CRM's outstanding connectivity features make it even more beneficial by enabling users to connect to a wide range of third-party programs and services. Automation functions streamline repetitive operations and workflows, increasing the efficiency and consistency of organizational procedures.

Nachteile

While Zoho CRM's wide range of customization options make it very adaptable, they can also add to its complexity and overwhelm customers who need a simpler solution. Although Zoho CRM has the ability to integrate with many third-party programs, some customers have reported difficulties doing so, which can occasionally cause compatibility problems. Furthermore, even if the automation tools are strong, individuals lacking advanced technical knowledge may find it difficult to develop complicated automation workflows since it may demand a deeper grasp of the system.

Vorteile

Zoho CRM offers robust automation tools that help users automate repetitive tasks, such as lead assignments, email follow-ups, and data entry. This automation improves efficiency and productivity.

Nachteile

Switching to Zoho CRM from another CRM system may pose challenges related to data migration and compatibility issues, particularly for businesses with large or complex datasets.

Vorteile

It simplifies repetitive tasks, enhance candidate tracking, and improve communication, allowing me to focus more on building relationships and making quality hires.

Nachteile

I found it challenging to adapt certain features to fit the specific requirements of different roles and industries I was hiring for.

Vorteile

One of the most appreciated aspects of Zoho CRM is its customization capabilities. This feature allows businesses to tailor the software to meet their specific needs, ensuring it aligns perfectly with their workflows and objectives

Nachteile

Many users report that Zoho CRM's customer support can be slow and unresponsive, making it frustrating to resolve critical issues or seek assistance. This lack of timely support can hinder productivity, especially when urgent problems arise.

Vorteile

What help us choose Zoho CRM over other platforms is the customization. This allowed us to put together a custom tailored user experience. As our company has grown we have been able to take advantage of the integration with other platforms. Zoho CRM workflows i.e. automations are heaven sent! We have been able to automate so many of our emails, field updates, quotes and sales orders etc. To keep things simple this CRM is flexible, scalable and has a ton of options.

Nachteile

Because you have so much flexibility the learning curve can be a bit overwhelming at first. We are on a ZohoOne Enterprise edition and the ZohoOne team has help me countless times with Flows and integrations. When searching for a phone number it can be picky, for example if I have a phone number 888-888-8888 i have to include the hyphen. I can't just search the phone number 8888888888.

Vorteile

Zoho CRM is user friendly, its flexible with customizations according to your requirements. You can set up the whole lead pipeline with automations for messages and emails. Additionally it offers excellent integration with other tools which enhances productivity. The pricing is also competitive, which make it suitable for business of all sizes i suppose.

Nachteile

What i liked least about it is its occasional complexity in navigating certain features, which can be tedious for some users. At times i find it quite challenging to generate customized reports due to user permissions i guess. Also integration with some third party applications can be challenging.

Vorteile

The customization and AI insights make it perfect for our needs, streamlining sales and support with seamless integration.

Nachteile

The initial setup for Zoho CRM can be time-consuming, but the extensive support and documentation help make the process manageable.

Vorteile

What I love most about Zoho CRM is how easy it is to use; I can find everything I need without feeling overwhelmed. The automation features save me so much time, and I can customize it to fit my business perfectly. Plus, it’s budget-friendly, which is a huge plus for me as a small business owner!

Nachteile

Zoho CRM is powerful, but there’s a bit of a learning curve for advanced features. The mobile app can feel clunky, and support response times can be slow, which can be frustrating when you need quick help.

Vorteile

The ease of usage; the deals page has drag and drop features which helps in very easy prioritization of pipelines. Creating accounts, leads and contacts are all very easily and gets synched in the back-end. Additionally, assigning of cases to team members is also very easy.

Nachteile

The reminders that we set only appears as web-based push notifications and I often tends to lose it. The features are overwhelming in enterprise version and every time we need some help, the team pushes us to do a paid online training. The quality of downloadable charts is not up-to mark and we depend on external pivots and excels and use Zoho CRM downloads as backups.

Vorteile

It has a free plan where you can start working without paying. This is very useful for small businesses. Easy to constomize and up to 3 users freely. The documentation to understand how it works is very complete. The customer service is very good and fast.

Nachteile

The free version, of course, is limited in the configuration. But still works OK for a small business.

In Betracht gezogene Alternativen

Bigin by Zoho CRM und Bitrix24

Gründe für den Wechsel zu Zoho CRM

The documentation available online to understand how to customize it

Vorteile

I like the way the UI is designed, the way it is curated to address scenarios where the user is a non coder, has no or basic coding ability. I like the GUI based workflow management and its ticketing system

Nachteile

The costing is slightly high, implementing it requires skilled professionals and some training. The forms can be more expressive and features can be improved

Vorteile

Pues tuve la oportunidad de integrarlo desde 0 cuando estaba de sales manager en una app de delivery y siento que lo que me agrada más es su facilidad de personalización y adaptabilidad a los modelos de negocios.

Nachteile

Diría que algo que limita un poco su usabilidad en términos de integración por API con otras herramientas es que muchas de estas son exclusivas de Zoho y por lo tanto son más especializadas, en unos casos incluso están en fase beta.

In Betracht gezogene Alternativen

Vtiger CRM, Odoo und monday CRM

Gründe für den Wechsel zu Zoho CRM

Por sus costos y por los beneficios ofrecidos en este caso por el tercero que nos ayudó con la integración, el acompañamiento de ellos y que entendían nuestro modelo de negocio.

Vorteile

zoho crm is a great platform to bring all digital contracts that we have for our company together. We don’t need to use any paper anymore and have all our customer information in one system.

Nachteile

sometimes settings are very hidden, and some automations are not very self explaining. The design is not as modern as other platforms.

Vorteile

Many features as well as integration capability with other Zoho applications as well as ability configure, even with the free level. Setting follow-up actions/tasks is probably one of the most useful features.

Nachteile

Would like better reporting features with more flexibility. Otherwise an amazing product.

Vorteile

The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows.

Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues.

Nachteile

the packages are not that flexible, more especially for. us small compannies

In Betracht gezogene Alternativen

EngageBay CRM

Zuvor genutzte Software

QuickBooks Enterprise

Gründe für den Wechsel zu Zoho CRM

As a satisfied Zoho CRM user, I can confidently say that the platform has exceeded my expectations. Its intuitive interface makes it incredibly easy to navigate, even for those new to CRM systems. The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues. Overall, Zoho CRM has streamlined our operations, enhanced our sales tracking, and improved our customer relationships. It offers great value for its price, and I highly recommend it to any business looking to optimize their CRM processes.

Vorteile

I love how intuitively and easy to navigate Zoho CRM is. Even team members who aren’t tech-savvy can pick it up quickly."

Nachteile

Customization Options: "The ability to customize everything from dashboards to workflows has been a game-changer for our business."

Vorteile

I liked the ZOHO ONE package, having everything in one place. What I ended up with after 5 years is a system that held data I couldn't use and what I could possibly use, there were such limitations it was impossible.

Nachteile

They keep re-inventing the wheel without making sure they have their products solid, this has resulted in a proverbial "dogs breakfast" of apps that don't relate properly rendering ZOHO just a waste of time and money

Vorteile

Various pricing tiers, including a free version with basic features; user interface of Zoho CRM is fairly user-friendly; Great Customization options!; integrates seamlessly with other Zoho applications as well as third-party apps, such as Google Workspace, Microsoft Office 365, Zapier, and social media platforms.
It also offers automation.
Mobile Accessibility with the app

Nachteile

Zoho CRM is user-friendly, but mastering its full range of features and customization options requires time and training, especially for users who are new to CRM software. There is limited customer support with long response times and difficulty in getting timely assistance for technical issues or queries.
I personally have had a few issues with some minor glitches and the first response back is always some canned response that is annoying. After about 3 tries, they then ask you to send a video of the issue, and then MAYBE someone will help fix it all. There are still issues I am having after a year that have not been fixed, and these glitches are affecting my automation.
For complex customization, may require technical expertise or assistance from Zoho's professional services, which incurs additional costs.
Scalability: While Zoho CRM is suitable for small to medium-sized businesses, some larger enterprises may find its scalability limited compared to other CRM solutions on the market.
Other:
offline functionality of Zoho CRM is limited, which may pose challenges for users who frequently work in environments with poor or no internet connectivity.

Vorteile

What i like about Zoho CRM is software is versatile and can be used in a wide variety of ways. For instance, It helped me organize customers contacts in an efficient manner plus when i was working for a Real Estate Organization. Furthermore, i was happy with the efficient customer support tools that the software contains. I used them in managing tickets and handle Customer Queries efficiently.

Nachteile

Everything about the software is cool. Zoho has superior capabilities at the right price as compared to other Customer relationship management systems.

Vorteile

Very easy to understand CRM, with understandable terminologies and industry specific design for the users, also provision of custom fields addition and 24x7 support are the good things about zoho crm

Nachteile

They are not providing the education guide videos in the regional language, because our many usere were interns and undergraduate they were facing issues.

Vorteile

easy to use and HUGE value for the money

Nachteile

can be clunky - could use better data tools - but they are consistent in upgrading the platform

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum Zoho CRM gewählt wurde

better pricing - crm is crm zoho does what i need it to

Zuvor genutzte Software

SugarCRM

Gründe für den Wechsel zu Zoho CRM

price - zoho a better value - can do anything sforce can.

Vorteile

Zoho CRM offers a lot of customization options allowing business to tailor it based on needs. This included extra fields, layouts, modules, and reports. It has a user-friendly interface that can be easily configured with easy accessibility to all information with simple clicks. It has good integration capabilities with other applications with free and paid add-ons.
Cost is acceptable compared to other competitive software and has variety of options based on the level of functionalities needed.

Nachteile

Some advanced features are not easy to implement and require certain knowledge and skills to be configured.
Based on the license level, some customer support is not the best experience you look for in a cloud solution.
Mobile app is missing some of the main features that are needed to have access to CRM information.

In Betracht gezogene Alternativen

monday CRM

Warum Zoho CRM gewählt wurde

In-house solution was not reliable anymore and needs a major technology update while other competitive products were either missing a lot of functionalities or more expensive

Zuvor genutzte Software

monday CRM

Gründe für den Wechsel zu Zoho CRM

Needed functionalities with an affordable and reasonable price

Vorteile

I like Zoho CRM because it is a software platform designed to help businesses manage their customer relationships more effectively. With a wide range of features and functionalities, this system suits the needs of small and large businesses, allowing full control over the customer lifecycle.

Nachteile

Some users mention that customer service could be improved in response and time.

Vorteile

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.

Nachteile

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

Vorteile

To the best of my knowledge, Zoho CRM has a unique feature, which is an artificial intelligence known as Zia that can analyze future sales trends and trends in general. ​

Nachteile

We have noted that switching between two different modules is not easy and may sometimes even appear imprecise, especially if it is being done by a novice.

Vorteile

I like that Zoho CRM is an all encompassing CRM ssoftware. I particularly like the automation abilities in the entire the sales process, including sending emails, following up with leads, and updating fields.

Nachteile

The UI and onboarding is very difficult. And so is the customer support. It seems complex For a new user

In Betracht gezogene Alternativen

Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu Zoho CRM

Better pricing and there are many different software that the suite offers